Planning and Progress - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
2020 (10.0)

Planning and tracking is executed in Smart Materials is controlled by the setting of project defaults. Depending on the level for which you want the options to be in effect, you can set up planning and tracking at the project group level, the project level, or the project/discipline level. The project defaults for planning and progress are described below.

  • ZP_MS_CRT (Create milestones)

  • ZP_MS_DATE (Milestone date format, only used for milestone import/export)

  • ZP_MS_DSEL (Date selection option)

  • ZP_MS_TRCK (Track milestones automatically)

For more information about project defaults, read Smart Materials Project Defaults .

In addition to the setup of these project defaults, you must define milestone labels and sets before you can start using milestones in a project. For more information, see Milestones in the Setup section above. Also, define planning groups with budgets. For more information, see Planning Groups in the Setup section above.

Throughout this section, tagged planning items are also referred to as 'Engineering Non Commodity Items' (and requisition planning items as 'Engineering Commodity Items'). This terminology was used in older releases, but is still correct because it indicates clearly that those items have not been created by Smart Reference Data.

For each tag number or requisition you can insert a planning group and the values for two budgets. You can associate multiple tagged items or requisitions to the same planning group. If you assign more than one tagged item or requisition to the same planning group, the sum of the budgets must not be greater than the budgets on the planning group itself; otherwise, the system will not insert these values and will display a message box that calls your attention to this point. The check will only be done if the budgets of the planning groups are defined on the P.10.64 Planning Groups screen.

If you want to change the budgets of more than one tagged item or requisition so that the sum is equal to the budget on the planning group, first decrease the value on one tagged item/requisition and commit it before increasing another one.

On the planning screens as well as on the P.60.05 Milestone Explorer screen, the progress for the two budgets is calculated using the weight factors defined on the P.10.62 Milestone Sets screen. The weight factors for all finished milestones of the tagged item/requisition are summed up, and the resulting value is multiplied with the budget (Budget 1 and Budget 2). This procedure is done for all tagged items and requisitions belonging to the planning group, and the resulting values are also summed up. The sum of the resulting values is compared with the result of the planning group. The calculation of progress will only be done if budgets are defined for the planning group.