Project Management

Source: This article refers to Project Management

Note: In order to use the Project Management app, you must have data for the following data object types: Business Partner, Contact, People, Equipment, Items, and Skills. This data is managed in the Master Data Management module.

In addition, this feature is only available to users with a Global license.

In a Nutshell

The Project Management app is used to view and manage projects and project phases using an interactive “Gantt Chart”-like view in order to optimize task sequencing and time and resource allocation.

With the Project Management app, you can organize projects into phases and sub-phases, create corresponding activities, and even release the activities to the Planning Board located in the Workforce Management to be assigned to a technician.


Projects, Phases, and Activites

  • Projects can consists of multiple phases and sub-phases.
  • Activities can then be created that correspond/occur within phases and sub-phases.
  • Actities can be linked to other activities in order to ensure that activities occur in sequence.
  • When activity time/date are adjusted on the planning board, the phase/subphase will automatically be adjusted.
  • Activites can then be released to the the Workforce Management app, where they can be assigned to technicians.
  • The project start/end time is calculatd based on the start time of the first activity and end time of the last activity.

Project Statuses

The Project Management app uses the following statuses for activities:

Status Sequence Description
In Planning 1 This status occurs when there is no Activity in the Project yet, or the Execution stage of all the Activities is set to “In Planning”
In Dispatching 2 This status occurs when the Execution stage of at least one Activity is set to “In Dispatching” and no Activity has its Execution stage set to “In Execution” or “Closed”
In Execution 3 This status occurs when at least one Activity of the project is set to “In Execution”, or to “Closed”,
Closed 4 This status occurs when the Execution stage of all the Activities is set to “Closed”.

Effort and Burn Down Rate

Effort is used as follows to provide you with an idea of the “burn down” rate of the project:

Type Description
Total Planned Effort The sum of the number of days of all the Activities of the Project.
Remaining Effort The sum of the number of remaining days of all the Activities of the Project from today’s date onward.
Validated Effort The sum of the effort of all the Activities of the Project whose approval status is “Approved”.

A Closer Look

Visual Glossary

The Project Management screen consists of the following components:


Project Management


The Project Management Outline is used to create phases, sub-phases, and activites that can then be edited, dragged-and-dropped onto the Project Planning Board and, when ready, released for assignment in the Workforce Management app.




Project Planning Board


The Project Planning Board allows you to drag and drop project phases and sub-phases, and activties, connect phases and sub-phases to activities, and represent the project.





Planning Horizon


The Project Management Planning Board can be adjusted to reflect hours of operation.

When you click the following, you will be able to view and adjust the following information:





Field Description
Define Main Hours Here you will set the range of hours to display on the Planning Board to reflect the hours of operation.
Start The operational start time.
End The operational end time.
Define the Days Would Like to see Checkboxes. Here, you can select days to display on the Planning Board to reflect the days in which your company operates.
Select the color for displaying the non-working time Here you can enter the hex value for the color used to represent non-working time.



Project Details


When a project phase or sub-phase is selected, the application will display the following information in the Activity Details section:




For information on fields contained in the Project Details section, refer to the following:




Activity Details


When an activity is selected, the application will display the following information in the Activity Details section:



For information on fields contained in the Activity Details section, refer to the following:




Map


By selecting the button, the application will redirect you to the map view.






Filters

The following filter types can be used when filtering project records. One or more filters can be used to create a composite filter which can then be saved and re-used as needed by selecting from the Select View dropdown.



Filter Type Description
Customer The customer associated with the project and/or its related activities.
Project Equipment The equipment record/s associated with the project.
Project Last Changed by The person responsible for performing the last changes.
Responsible The technician assigned to the project-related activity.

Project Management Logic

Activy and Project Status Logic

The following logic is used for closed activities and their related projects:

Scenario Result
If all activities have status closed Project is status closed
If any activity has status closed (but not all) or any activity has status in execution Project is in execution
If any activity has status dispatching Project is dispatching
All other scenarios Project is in planning

Subject Inheritance Logic

When dispatching activities associated with a project, service calls can be defined as follows:



Activity When Activity is selected, the service call subject will be the same as the activity subject.
Equipment When Equipment is selected, the service call subject will be the same as the equipment name.
Project When Project is selected, the service call subject will be the same as the project subject.
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