| # Activities (tppss2100m000) Use this session to view and maintain: The activities of the activity-structure of any project plan. The start date and finish date so you can attach the earned value method to the activity. Note If you click New, the following applies: If you already selected an existing line, that activity becomes the parent of the new line. (Equivalent to using the Add Child command.) If you did not select a line, the new activity is a top activitiy, which becomes the parent of the previous top activity. (Equivalent to using the Insert Top Activity command.) If you use the Insert Top Activity command, the new activity becomes the parent of the previous top activity. If you use the Add Child command, the parent of the new activity will be automatically set to the activity selected. If you use the Indent command, the activity selected will become the child of the activity above. If you use the Outdent command, the parent of the current parent will become the parent of the activities selected. If you use progress invoicing the activities of type Work Package or Planning Package cannot be used. Related topics To use structures in a project To use an activity structure To use a bottom up budget To use a top down budget To use a map To use distributed amounts To use progress recording To use templates General and Control Project The code that uniquely identifies the project. Status The way to characterize a project. ERP LN distinguishes the following statuses: Free A project definition has been recorded, but the project has not yet been executed. Changes are still possible. Active During the execution of a project you can release, purchase, and register cost transactions. Finished The project is completed but it has not (yet) been financially closed. You can still register cost transactions. Actual purchase orders cannot be present for the project. Closed The project has been financially closed, the project definition can no longer be changed. Plan The code that uniquely identifies the plan. Activity The code that uniquely defines the activity. General Description The description or name of the code. Search Key An alternative form of a description used for convenience during searching. Typically, it is an abbreviation, an acronym, or a mnemonic alternative to a full description. Unit The code that uniquely identifies the unit in which you specify the quantity of the activity. Activity Type The type of activity. Parent Activity The activity that encompasses the child activity. A tree activity structure is formed by linking an activity to a parent activity. If you select the parent, you must take the following conditions into account: The parent of a WBS element is always a WBS element, unless it is from the top of the activity-structure. The parent of a project cost-account is always a WBS element, unless the project cost-account is the top of the activity-structure. The parent of a planning package is a project cost account or a planning package. If you do not use an organizational breakdown-structure, the parent of the planning package is either a WBS element, or a planning package that forms the top of the activity-structure. The parent of the work package can be a work package, a planning package or a project cost-account. If you do not use an organizational breakdown-structure, the work package can have a WBS element, a planning package or a work package as its parents. Alternatively, the work package can itself form the top of the activity-structure. OBS Element The organizational breakdown-structure element that you want to link with a project cost-account. This enables you to make an organizational unit or employee responsible for a subset of the overall project. This responsibility is expressed in the time-phased budget, in project scheduling, and in performance measurement. Extension The specific agreements within or in addition to the initial contract. An extension falls outside the initial contract with the sold-to business partner. Extensions can be assigned to the bottom-up budget. ERP LN distinguishes four extension types: Scope Change Provisional Amount Fluctuation Settlement Quantities to be Settled Critical Capacity Type In the Project Requirements module, the critical capacity-type determines the cost type from which the percentage completed must be transferred from production progress to time-related progress. Choose a critical capacity-type to specify the cost-type progress to be exchanged. This is necessary because the progress in the Project Progress module can be more detailed than the progress of the activity. The project control budget-type determines where this progress is taken from: either from the progress entered on elements or on activities. Budget Status The budget status of the activity. Only the Actual and Final status activities can be used for history and can be invoiced. Text If this check box is selected, a text is present. Control Physical Progress Level The default level at which progress is recorded. Cost Control If this check box is selected, you can include this activity in your cost control (report). Work Authorization Status The work authorization status of the activity. On Hold Date The date after which the work execution on the activity must be suspended. Note The default value is the current date. The field is a display field. Reason Code The reason for holding the work execution of the activity. Note This field is only available if the Work Authorization Status field is set to On Hold. Details Invoicing Details Progress based Invoicing You can decide whether and how you want the progress installments of the activity to be invoiced. Progress for Invoice If the activity will be invoiced, the invoice type: Direct or Indirect. Otherwise, Not Applicable. Group Indirect Work The number of a group of costs that is related to indirect work. Note This field is only available if the Progress based Invoicing field is set to Project Physical Progress. As a result, the Progress for Invoice field becomes Indirect. Use Holdback If this check box is selected, you can use holdback for this activity. To be Settled If this check box is selected, you can enter a settlement price. Note This field is only available in a project with Invoice Type field set to Progress Invoice in the Project (tppdm6100s000) session. Budget Details Quantity The quantity needed for this activity. Time Unit The code that uniquely identifies the time unit. Production Rate The rate per production unit. Number of Time Units The number of time units. Physical Progress Quantity This field is used for cost control purposes and progress recording. If the invoice method is Unit Rate or Progress Invoice for the project, the progress quantity must be filled. This quantity can act as sales quantity for unit rate and progress invoicing by multiplying it with the sales price. Note For a Unit Rate method the actual quantity can differ from the estimated quantity. For the Progress Invoice method the progress must be equal to the physical progress quantity to be able to invoice the work. Related topics To use progress recording Price Details Sales Price The home currency for the settled amount. Sales Price The default sales price, per unit, of the cost object. Sales Price One of a company's base currencies in which ERP LN registers and reports amounts. In a multicurrency system, up to three home currencies can be defined: The local currency Two reporting currencies Sales Price The amount in the home currency. Currency Rate/Rate Factor A charge or payment fixed according to a standard scale, for example, the currency rate of the transaction. Rate/Rate Factor The factor by which the amount in the transaction currency or the invoice currency is divided before ERP LN converts it to a home currency. A rate factor is often used for currencies that have a relatively low price, for example, Korean Won. Settlement Price The home currency for the cost amount. Settlement Price If you decide later on in your project that the sales price you set on this activity is too high or too low, you can settle it here. The old price will remain only for display and comparison. Settlement Price One of a company's base currencies in which ERP LN registers and reports amounts. In a multicurrency system, up to three home currencies can be defined: The local currency Two reporting currencies Settlement Price The amount in the home currency. Currency Rate/Rate Factor The rate of the settlement price. Rate/Rate Factor The factor by which the amount in the transaction currency or the invoice currency is divided before ERP LN converts it to a home currency. A rate factor is often used for currencies that have a relatively low price, for example, Korean Won. Tracking Tracking Dates Scheduled Start Date Scheduled start date. Scheduled Finish date Scheduled finish date. Actual Start Date Actual start date. Actual Finish Date Actual finish date. Schedule Percentage Complete This is the scheduled progress for the activity, and must not be confused with the actual physical progress. If you work with a external scheduling package, the planning package can fill this field with the scheduled progress. You can copy this progress to the physical progress with the Generate Physical Progress from Planning (tpppc1240m000) session. Scheduled Start Date is Changed If this check box is selected, you changed the scheduled start date of the activity. To recalculate the requirement date for your control data you must run the Generate Planned PRP Orders (tppss6200m000) session. If you made any other changes in this session, you must also run Generate Control Data (tpptc1230m000). Note After you have run the Generate Control Data (tpptc1230m000), this check box is cleared. Earned Value Tracking Earned Value Method The earned value method is a way to calculate the budgeted costs of work scheduled. Related topics To use an earned value method Linked Activity If the earned value method is apportioned, you can link an activity to this activity. Miscellaneous Project Location The location for the project's activity. For example, the construction site. Default Project Warehouse A warehouse that only stores goods that are used for projects. In contradiction to a normal warehouse goods are administrated for a project and its details. The goods in the default project warehouse represent inventory value. The inventory value of a project warehouse is not part of the project costs. When the goods are transferred to the project, they add to the project costs. A project warehouse can be used by one or more projects. Derived from Standard Activity If the project activity entered in this session does not have the required data, the defaults of this standard activity will be displayed. Print Activities Starts the Print Activities (tppss2400m000) session which prints a selected range of activities. Print Activity Structure Starts the Print Activity Structure (tppss2401m000) session which prints the entire activity structure of a selected range of projects and plans. |