Creating a Project Concept Creating a Project Creating

Creating a Project Concept

Creating a Project

Creating a Project Step 1 Begin by navigating to the General Information page. Click the Scroll Down arrow.

Creating a Project Step 2 Click the Project Costing menu.

Creating a Project Step 3 Click the Project Definitions menu.

Creating a Project Step 4 Click the General Information menu.

Creating a Project Step 5 Click the Add a New Value tab.

Creating a Project Step 6 Click in the Project field.

Creating a Project Step 7 Enter the desired information into the Project field. Enter "TRAINING 1".

Creating a Project Step 8 Click the Add button.

Creating a Project Step 9 Use the General Information page to create or update a project.

Creating a Project Step 10 Use the Description field to enter a description for the new project that you are creating. Click in the Description field.

Creating a Project Step 11 Enter the desired information into the Description field. Enter "Training Department".

Creating a Project Step 12 Use the Integration field to enter the integration template that is used to integrate this project with other financial applications. For this exercise, use the default value.

Creating a Project Step 13 Use the Project Status field to enter the status of the project when you are in add mode. After you save the project for the first time, the field becomes read only on this page and appears as a link. The link takes you to the Project Definitions Status page where you can update the status.

Creating a Project Step 14 Use the Calculate list to calculate one of these three entries, which is based on the value of the other two: - Start date - End date - Duration

Creating a Project Step 15 Use the Start Date field to enter the date that the project is scheduled to begin. The start date cannot be after the start date of any activity for the project.

Creating a Project Step 16 Use the End Date field to specify the date the project ends. The end date cannot be before the end date of an activity for the project. Click in the End Date field.

Creating a Project Step 17 Enter the desired information into the End Date field. Enter "10/02/2013".

Creating a Project Step 18 Click the vertical scrollbar.

Creating a Project Step 19 When creating a new project, you must save the information you have entered on the General Information page before you can continue to other pages. Click the Save button.

Creating a Project Step 20 Click the vertical scrollbar.

Creating a Project Step 21 Click the Location tab.

Creating a Project Step 22 Use the Location page to assign the physical location of the project.

Creating a Project Step 23 Use the Effective Date field to specify the effective date of the location. By default, this date is carried over from the General Information page.

Creating a Project Step 24 Use the Location Code field to identify the facility where the project is based. Click in the Location Code field.

Creating a Project Step 25 Enter the desired information into the Location Code field. Enter "US 011".

Creating a Project Step 26 Click the Refresh button.

Creating a Project Step 27 After you click the Refresh button, the remaining fields in the Location group box are populated based on the location code.

Creating a Project Step 28 Click the Phases tab.

Creating a Project Step 29 Use the Phases page to track time spent on each stage of a project.

Creating a Project Step 30 Use the Phase Type field to track the time spent on different stages of a project and, for exception reporting, to view the projects that are on schedule. Click in the Phase Type field.

Creating a Project Step 31 Enter the desired information into the Phase Type field. Enter "CREATE".

Creating a Project Step 32 Click the Approval tab.

Creating a Project Step 33 Use the Approval page to enter detailed information about the approval event that you would like to define.

Creating a Project Step 34 Click the Save button.

Creating a Project Step 35 You have successfully created a new project. End of Procedure.