Project

This setup is used in the project record sheet.

The project status code allows the identification of the project status (pre-sales, pending signature, in production, in test phase, ended...). These statuses are defined in the status code table. It is possible to configure different management rules for each status.

• Status code: project status code
• Default status: code proposed when creating a project
• Wording: status code description
• Authorization level
• Previous status code: lists of status codes prior to the current code (separated by "/").
• Configurable procedure: configurable procedure name
• Control formula: formula to check whether the project is 'valid'.
• Message if the control has not been confirmed: displays if the control formula is not valid

PCE After

• Commercial/production phases: project-related period
• Lost project: status code of a lost project not in production
• Finished / Closed: status code of non-available / changeable projects
• Finished / Not closed: status code to indicate that a project is no more available

• Sales: select the business objects that you can create with this status code
• Purchases: select the business objects that you can create with this status code
• Accounts/treasury: indicate whether you can perform accounts / treasury actions or not.
• Schedule / Times / Missions: select the time objects that you can create with this status code
• Other Akuiteo objects: select the other business objects you can create with this status code

This setup is used in the project record sheet.

• Status code: phase status code
• Default status: code proposed when creating a phase
• Wording: status code description
• Authorization level
• Previous status code: lists of status codes prior to the current code (separated by "/").
• Configurable procedure: configurable procedure name
• Control formula: formula to check whether the phase is 'valid'.
• Message if the control has not been confirmed: displays if the control formula is not valid
• PCE After:
• Commercial/production phases: phase-related period
• Lost project: status code of a lost project not in production
• Finished / Closed: status code of non-available / changeable phases
• Finished / Not closed: status code to indicate that a phase is no more available
• Sales: select the business objects that you can create with this status code
• Purchases: select the business objects that you can create with this status code
• Accounts/treasury: indicate whether you can perform accounts / treasury actions or not.
• Schedule / Times / Missions: select the time objects that you can create with this status code
• Other Akuiteo objects: select the other business objects you can create with this status code

This setup is used in the project record sheet.

• Status code: sub-phase status code
• Default status: code proposed when creating a sub-phase
• Wording: status code description
• Authorization level
• Previous status code: lists of status codes prior to the current code (separated by "/").
• Configurable procedure: configurable procedure name
• Control formula: formula to check whether the sub-phase is 'valid'.
• Message if the control has not been confirmed: displays if the control formula is not valid
• PCE After:
• Commercial/production phases: sub-phase-related period
• Lost project: status code of a lost project not in production
• Finished / Closed: status code of non-available / changeable sub-phases
• Finished / Not closed: status code to indicate that a sub-phase is no more available
• Sales: select the business objects that you can create with this status code
• Purchases: select the business objects that you can create with this status code
• Accounts/treasury: indicate whether you can perform accounts / treasury actions or not.
• Schedule / Times / Missions: select the time objects that you can create with this status code
• Other Akuiteo objects: select the other business objects you can create with this status code

This setup is used in the project record sheet.

• Code: family code
• Rank number: display sorting order.
• Wording: family description
• Grouping: family grouping
• End of validity: date from when the family is no more available when creating a project record sheet

This setup is used in the Interactive Dashboard module.

To select the relevant controls, you must check the lines matching the required setup and enter the control template name.

• Control by project: title of the sales person in charge of the project displayed in the Project record sheet.
• Cross-cutting control: cross-cutting controls independent from the project.
• Wording: description

This setup is used in the project record sheet.

• template name: batch template name
• Wording: batch template description
• Code
• Wording: description

This setup is used in the project record sheet.

• Code: task template code
• Wording: task template description
• End date between: task template validation deadline
• task details section
• Normal task: task with a deadline
• Task type
• Associated employee: code of the employee in charge of the task
• Average daily rate
• Excess
• Standard no. of days per month
• Grouping: grouping of the related sold product
• Reference: related sold product reference.
• General Information section
• Wording: task/milestone name
• Rank number: sub-phase sorting order.
• Location: location where the task takes place.
• Comments : additional comments about the task.
• Cost: budget amount
• Risk level: progress risk level estimation.

Related skills section

• Skills required to perform the task.

Type

• Entering the project in an estimate is not required: the Project field is not mandatory
• Hierarchical classification phase > Sub-phase: you can make phases or sub-phases hierarchical.
• Labor dashboard entered in hours: input of time spent in hour (contrary to day input)
• Task control disabled: no control possible on task input
• Activation of task use control by project: activation of task use control per project
• Enable per-project employee time and schedule input checking: enables the schedule input checking control
• Billing tables: mark lines as "To bill": title of the sales person in charge of the project displayed in the Project record sheet.
• Use of the interactive personnel dashboard: enables the IDB
• Mission and secondment management: control title
• Milestone management
• Management of text tables by project
• Phase entry rule for financial accounting: enables the IDB
• Type of outstanding value definition : control title
• Project analytical flows
• Time valuing method

This parameter can only be used when flow management is enabled. This parameters allows you to indicate the time valuing method for the projected and real workload (task's daily and hourly costs, employee's direct and standard costs).

• Time spent input method
• Select the type of time spent input
• Report weekly
• Select the type of input (hours/days)
• Days-to-hours conversion rule: number of real working hours per day
• Time input calendar limits
• Relative to the current date: number of days before and after the current date during which you can enter time spent.

You can analyze the workforce Man/Month in the follow-up and budget screens thanks to some functions. It has an impact on:

• Budget control
• Analytical progress report
• Trading Account
• Labor Dashboards: Schedules search, Tasks Search, Time and schedule dashboard and Timesheets Analysis
• Entering task load
• Project/Project group/Customer sales dashboard

To do so:

1. Check the Workload Man/Month to enable the global analysis of the workload.
2. Under the Time valuing method section, enter the conversion rule. e.g. 21

These parameters must be taken into account:

• on a project's task load under the Dates, Load section.
• in the graphical schedule
• in the GANTT schedule
• to generate the schedule
• to view the sales dashboard

It will have consequences in the reporting tools:

• Analytical progress report
• Budget plan (items)
• Budget plan (columns)
• Trading Account

It will have consequences in the workforce managers on:

• schedule search,
• task search
• dashboard and schedule
• Time Spent analysis

This setup is used in the Project module.

• Family: family code
• Code: sub-family code
• Rank number: display sorting order.
• Code: sub-family code
• Grouping: family grouping
• End of validity: date from when the sub-family is no more available when creating a project record sheet

This setup is used in the project record sheet.

• Code: task code
• Rank number: display sorting order.
• Wording: task description
• Type: rate or monthly rate
• BY default: type of default tasks

This setup is used in the Interactive Dashboard module.

To select the relevant controls, you must check the lines matching the required setup and enter the control template name.

• Locking type
• Operational end date: title of the sales person in charge of the project displayed in the Project record sheet.
• Administrative closing: cross-cutting controls independent from the project.
• Operational start date
• Control title.