Project Groups

Project Groups provide the ability to create a grouping of projects where it is possible to view cost, price, profit, and hour information in one screen. Additionally, a calculation can be created for the complete Project Group (see Project Group Calculation).

To create a project group

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Project Groups, and then choose the related link.
  2. In the Project Group page, press Enter to populate the Code field and then enter a short description.
  3. In the Filter field, choose the ellipsis button to open the Project Group Assignment page, where filters are set on the projects.
  4. Set a filter on any of the fields to select projects to be included in the Project Group, for example, projects to a particular customer or Main Project No., or multiple combinations of filters such as a particular Main Project No. of a particular customer.
  5. Choose the OK button to add the filter in the Project Group page.
  6. Choose the Apply Filter action to apply the filter to the Project Group page and update the Lines FastTab with the filtered projects.

Projects can be added and removed with the standard New Line and Delete Line functions.

The information displayed in the Lines FastTab is the same as displayed in the WIP and Recognition FastTab (budget totals) and Controlling FastTab (all others) of the Project Card; see WIP and Recognition FastTab and Controlling FastTab for field definitions. As with the fields on the Controlling FastTab of the Project Card, all values (except budget totals and production cost fields) can be chosen to access the project entries included in the total.

Tip

On the Actions menu, choose the Refresh Production Costs action to manually update the values in the Production Cost (LCY), PO Material Cost (LCY), and PO Capacity Cost (LCY) fields.

See Also

Project Card
Project Budget Calculation Page
Project Planning and Processing Page
Procurement
Invoicing

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