| Project Dashboard (tipcs0320m000) |  |
| Use this session to view, maintain, and create data related to PCS projects. Projects in Project Control (PCS) are used to support manufacturing and engineer-to-order processes. The PCS projects are usually a mix of production orders and activities. The Project Dashboard (tipcs0320m000) session is typically used by project managers for tasks such as: Monitoring the progress of a PCS project. Listing the material that must be purchased for a project. Viewing allocated and available capacity for the project. Checking whether the project costs do not exceed the budget. How to use the Project Dashboard (tipcs0320m000) session You can use the fields in the Filter Projects group box to group related projects in the same screen. If you select a PCS project in the project list in the Project Dashboard (tipcs0320m000) session, costs and hours for the project are displayed in the session's header. The check marks in the check boxes indicate which data is available for a PCS project. You can click behind the check boxes to start sessions in which you can view, maintain, or create the project data. The following sessions and graphical browser forms (GBFs) are available: Project structure Project Parts (tipcs2111m000) Project Structure (tipcs2115m000) Activities (tipcs4101m000) Cluster - Lines (List) (tsbsc1110m100) Project planning Module Planning (tipcs4120m000) Activity Overview (tipcs4503m000) Planned Orders Project Resource Plan (tipcs0520s100) The GBF that displays the pegging tree. Project engineering Effectivity Units (tcuef0502m000) Engineering Item (tiedm0110m000) Items Dashboard (timfc1500m000) Graphical browser (GBF) for multilevel BOM Project execution Sales Quotation Lines (tdsls1501m000) Sales Order Lines Monitor (tdsls4510m000) Purchase Order Lines Monitor (tdpur4501m500) Warehousing Orders (whinh2100m000) Production Orders (tisfc0501m000) Service Orders (tssoc2100m000) PCS Project Hours (bptmm1170m000) Inventory Dashboard (whwmd4300m000) Project costing Interim COGS and Revenues by Project (tipcs3190m000) Cost Price by Project (tipcs3560m000) Billing Request - Invoices (cisli2505m000) Sales Order Installments (tdsls4110m000) PCS Financial Transactions by Project (tipcs3500m001) Alerts Purchase Order Lines Monitor (tdpur4501m500) The GBF that displays the pegging tree. The GBF that displays the pegging tree. Resource - Signals (cprao1130m000) Note You can use the Project Dashboard (tppdm6500m100) session to view, maintain, and create data related to projects in the Project package. Filtering projects To view only the relevant projects, you can activate filters. To activate filters based on project status, on the appropriate menu, click one of the commands under View or Show Status. Related topics Project Control (PCS) Overview of interim revenue recognition in Project Control (PCS) To use a dashboard session
Fields | Description
Filter Projects
Project Employee | A person who works at your company who has a specific function such as sales representative, production planner, buyer, or credit analyst.
Sold-to Business Partner | Usually a customer's purchase department, the business partner who orders goods or services from your organization, that owns the configurations you maintain, or for whom you perform a project. Details of the agreement with the sold-to business partner can include the following: Default price and discount agreements Sales order defaults Delivery terms The related ship-to and invoice-to business partner
Calculation Group | A code representing a group of projects the user wants to compare financially. You can assign a calculation group to: A budget A main project (as long as the calculation group is not assigned to another project or single project) A single project (as long as the calculation group is not assigned to another main project or single project)
Project Stage | The stage that the project has reached. You can assign a specific stage to a project in the Project Details (tipcs2130m000) session.
Project Totals
Estimated Costs | The estimated costs for the project, which include: The estimated item costs (project part costs) based on the BOM, routing, and so on. If the Activity Estimation check box is selected for an activity in the Activities (tipcs4101m000) session, the estimated costs for project activities. The estimated project surcharges. If the project is a main project, the estimated costs of subprojects. The costs for orders that are related to the project, such as sales orders and service orders, are not included in the estimated costs.
Actual Costs | The costs of production, hours accounting, purchase, service, sales, finance, warehousing, and PCS itself that are actually booked on the PCS project. You can determine actual costs on several levels: On project level: General costs, general costs via Financials (for example, travel invoices), surcharges. On customized item level: Purchase costs, inventory surcharges, production costs. On standard item level: Standard items linked to sales orders and service orders for a project. On the level of project related items: Item costs related to project. This is a separate category of costs (mainly results) which must be mapped to the PCS WIP like the costs on project level.
Commitments | The total commitment amount. The amount is the value of the related purchase orders that are yet to be delivered.
Invoiced (Incl. VAT) | The order amount for which already an invoice is sent. The amount is derived from all sales orders, service orders and warehouse orders at the delivery side of the PCS project for which invoices have been printed by the Sales Invoicing module. If the project is a main project, the invoiced amounts for the subprojects are automatically aggregated to the main project with the Calculate Cost Prices by Project (tipcs3250m000) session. The invoiced amount is updated during project cost calculation in the Calculate Cost Prices by Project (tipcs3250m000) session and Close Project (tipcs2250m000) session.
Invoiced and Paid (Incl. VAT) | The invoice amount for the PCS project that are already paid.
Invoiced not Paid (Incl. VAT) | The invoice amount for the PCS project that is not yet paid. The amount is calculated as follows: Invoiced (Incl. VAT)- Invoiced and Paid (Incl. VAT)
Remaining Capacity PCS/SFC/EP | The total number of hours that is planned in Project Control, Shop Floor Control, and Enterprise Planning. The remaining capacity is the sum of the following hours: The rough capacity requirements for PCS minus the hours already spent for PCS. The remaining time required for SFC. The machine and man capacity required for setup and production planned by Enterprise Planning.
Spent Critical Capacity | All processed man hours and machine hours in Project for the PCS project, including hours booked on SFC orders linked to the PCS project.
Total Capacity PCS/SFC/EP | The total number of hours, which is the sum of the Remaining Capacity PCS/SFC/EP field and the Spent Critical Capacity field.
Project Structure
Project Parts | Click to start the Project Parts (tipcs2111m000) session.
Subprojects | Click to start the Project Structure (tipcs2115m000) session.
Activities | Click to start the Activities (tipcs4101m000) session.
Service Configuration | Click to start the Cluster - Lines (List) (tsbsc1110m100) session.
Project Planning
Module Planning | Click to start the Module Planning (tipcs4120m000) session.
Activity Overview | Click to start the Activity Overview (tipcs4503m000) session.
Planned Orders | Click to start the Planned Orders session.
Project Resource Plan | Click to start the Project Resource Plan (tipcs0520s100) session. The check box is selected if the project needs capacity of one or more work centers.
Pegging Tree | Click to start the pegging tree, in which you can view all sales order lines that are related to the PCS project. For every sales order line, the related supply orders are displayed If the order is displayed in red, a planner signal code is present. From the pegging tree, you can start the related order.
Project Engineering
Effectivity Units | Click to start the Effectivity Units (tcuef0502m000) session.
Engineering Items | Click to start the Engineering Item (tiedm0110m000) session.
Item Dashboard | Click to start the Items Dashboard (timfc1500m000) session.
Graphical Product Tree | Click to start the Multilevel BOM to view and maintain a graphical representation of the multilevel BOM.
Project Execution
Sales Quotation Lines | Click to start the Sales Quotation Lines (tdsls1501m000) session.
Sales Order Lines | Click to start the Sales Order Lines Monitor (tdsls4510m000) session.
Purchase Order Lines | Click to start the Purchase Order Lines Monitor (tdpur4501m500) session.
Warehouse/Item Transfers | Click to start the Warehousing Orders (whinh2100m000) session.
SFC Production Orders | Click to start the Production Orders (tisfc0501m000) session.
Service Orders | Click to start the Service Orders (tssoc2100m000) session.
Hours Accounting | Click to start the PCS Project Hours (bptmm1170m000) session.
Warehouse Inventory | Click to start the Inventory Dashboard (whwmd4300m000) session.
Project Costing
Interim COGS and Revenues | Click to start the Interim COGS and Revenues by Project (tipcs3190m000) session.
Project Costs | Click to start the Cost Price by Project (tipcs3560m000) session.
Invoices | Click to start the Billing Request - Invoices (cisli2505m000) session.
Installments | Click to start the Sales Order Installments (tdsls4110m000) session.
Financial Transactions | Click to start the PCS Financial Transactions by Project (tipcs3500m001) session.
Alerts
Purchase Volume Expected not Received | Click to start the Purchase Order Lines Monitor (tdpur4501m500) session. Project managers want to know whether purchased material is on schedule. If not, they can decide to remind the suppliers. In the Purchase Order Lines Monitor (tdpur4501m500) session you can check the purchase orders with a planned receipt in the past, but which are not received yet.
Planning Signals Pegging Tree | Click to start the graphical browser form (GBF) to display the pegging tree. In the pegging tree you can view all sales order lines that are related to the PCS project for which a planning signal code is present. The planning signal priority can be 0 to 100. For every sales order line, the related supply orders are displayed.
High Priority Planning Signals Pegging Tree | Click to start the graphical browser form (GBF) to display the pegging tree. In the pegging tree you can view all sales order lines that are related to the PCS project with a specific planning signal priority. The priority ranges from 0 (zero) to the value that you type in the Priority field. For every sales order line, the related supply orders are displayed
Priority | If you click High Priority Planning Signals Pegging Tree, you will view all sales order lines in the pegging tree that are related to the PCS project with a planning signal priority number up to and including the number in this field.
Resource Signals | Click to start the Resource - Signals (cprao1130m000) session. You can check if resource signals are present for a resource used by the project.
Resource | For a specific PCS project, work center utilization can be over 100% in a certain week. The first week and the first work center that encounters this problem are displayed.
Credit Limit Reached for BP | If this check box is selected, the credit limit of the invoice-to business partner is exceeded.
Invoiced Overdue (Incl. VAT) | The invoice amount for the PCS project that is overdue.
Loss Making | If this check box is selected, the total estimated costs exceed the total estimated revenue.
Projects
Project | A collection of manufacturing and purchasing actions that are performed especially for a particular customer order. A project is initiated by a customer order for items having a To Order order policy. The purpose of a project is to plan and coordinate the production of these items. For a standard-to-order production, the project is only used to link the item with the customer order. Otherwise, a project can include: Customized item data (BOMs and routings) Project planning (activity planning) A budget is a special type of project. A budget is used to plan and estimate, not to carry out production.
Project Type | project type
Calculation Office | A work center that determines the enterprise unit for a project or production order and that has an administrative function. For production orders, operations can be carried out in the calculation office, because the calculation office can act as a regular work center.
Sold to BPartnr | Usually a customer's purchase department, the business partner who orders goods or services from your organization, that owns the configurations you maintain, or for whom you perform a project. Details of the agreement with the sold-to business partner can include the following: Default price and discount agreements Sales order defaults Delivery terms The related ship-to and invoice-to business partner
Project Employee | A human member of an organization model. Typically, employees are Workflow users who carry out activities with the Worklist Handler.
Project Status | project status
Project Stage | Indicates the current execution stage of the project. You can enter project stages using the Project Stages (tipcs2110m000) session.
Start Date | The desired or planned start date for the project. This date is used or calculated by network planning. Note You can only fill in a start date if: The project is a main or single project. The forward planning method is chosen. Related topics Network planning
Completion Date | The desired or planned completion date for the project. You can only enter a delivery date if: The project is a main or single project. The backward planning method is chosen.
Engineering Allowed | If this check box is cleared, all end items of the project are standard-to-order items. No customized BOM or routing can therefore be maintained. As soon as a customized item is added to the project, ERP LN automatically selects this check box. If this check box is cleared, the following PCS functionality does not apply: Customized item data (BOMs and Routings). Project planning. Project structures (main/sub projects). Activities. Network planning. Module planning. General costs. Service orders on the project. Project surcharges. Cost calculation at project level. Note Projects for which the Engineering Allowed check box is not selected in the Projects (tipcs2101m000) session, cannot be copied.
Text | If this check box is selected, additional project text is present.
Commands | Description
General Project Data | Starts the General Projects (tcmcs0552m000) session.
Project Details | Starts the Project Details (tipcs2130m000) session.
Budget Details | Starts the Budget Details (tipcs2140m000) session.
Update Project Status | Starts the Global Update of Project Status (tipcs2280m000) session.
Close Project | Starts the Close Project (tipcs2250m000) session.
Generate Network Planning | Starts the Generate Network Planning (tipcs4210m000) session.
Generate Enterprise Planning | Starts the Generate Order Planning (cprrp1210m000) session.
Print Capactity by Project | Starts the Print Rough Capacity Utilization by Project (tipcs4450m000) session.
Print Progress Report | Starts the Print Progress Report (tcuef0414m000) session.
Calculate Cost Price by Project | Starts the Print Rough Capacity Utilization by Project (tipcs4450m000) session.
Surcharges | Starts the Project Surcharges (tipcs3120m000) session.
General Costs | Starts the General Actual Project Costs (tipcs3140m000) session.
Cost Price by Project | Starts the Cost Price by Project (tipcs3560m000) session.
Cost Price Customized Items by Project | Starts the Cost Price Customized Items by Project (tipcs3555m000) session.
All Projects | Displays projects of all project types and all statuses.
Only Budgets | Displays only projects of project type Budget.
Simulated | Displays only projects with project status Simulated.
Active | Displays only projects with project status Active.
Totals | Displays costs and hours in the Project Totals group box.