Project Planning and Processing Page
In the Project Planning and Processing page, a significant number of fields are populated with default values from Project Budget Calculation and the work packages (Type and No. of the selected components). Many of these fields were defined in the Project Budget Calculation Page and others are defined in relevant sections. Therefore, this section does not provide a complete description of each field.
Fields on Project Planning and Processing page
The fields in the Project Planning and Processing page are described in the following table.
| Field | Description |
|---|---|
| +/- | Enables project hierarchies to be expanded and collapsed. |
| WBS | Defaults from the Project Budget Calculation page. |
| Description | Defaults from the Project Budget Calculation page. |
| Quantity | Defaults from the Project Budget Calculation page. |
| Unit of Measure Code | Defaults from the Project Budget Calculation page. |
| Procurement Channel | Determines how the procurement will be processed. The options are <Blank>, ... (Placeholder), Time Entry, Purchase Quote, Requisition, Purchase Order, Inventory Request, Production Order, Service Order, Construction Order, and Assembly Order. Relevant options are described in Project Processing; the Construction Order option is described in Creating Construction Orders from Project Planning and Processing Line. |
| Procurement Finish Date | Indicates the date on which the procurement process will be finished. |
| Procurement Planning | Indicates if the Plan function for procurement has been run on the WBS position. |
| Procurement Release | Indicates if the WBS position has been released for procurement processing. |
| Assembly Order | Indicates if an Assembly Order exists for the WBS position. |
| Total Direct Cost Usage RU (LCY) | Displays posted usage values from the Project Ledger Entries. |
| Production Cost (LCY) | Displays the Total Cost of the assigned Production Order in local currency. |
| PO Material Cost (LCY) | Displays the Material Cost of the assigned Production Order in local currency. |
| PO Capacity Cost (LCY) | Displays the Capacity Cost of the assigned Production Order in local currency. |
| Realized % Finalized | Provides the ability to manually overwrite automatic calculated values (see Degree of Completion). |
| Signal % / Signal Monitor / Signal Monitor Value | Displays information about variances on calculated values (see Project Controlling). |
| Quantity Usage | Indicates the quantity consumed in the Project Ledger Entries for the WBS position. |
| Shipment Channel | Determines how the shipment will be processed. The options are <Blank>, ... (Placeholder), Structure Position, Project Line, and Posted Item. Relevant options are described in Shipment Planning. |
| Shipment Planning | Indicates if the Plan function for shipments has been run on the WBS position. |
| Project Shipment | Indicates if a Project Shipment exists for the WBS position. |
| Posted Project Shipment | Indicates if a Posted Project Shipment exists for the WBS position. |
| WIP View | Indicates if the line is visible in the Project WIP page. |
| Activatable WIP | Indicates if values from or posted to this line are considered in WIP calculation. Changes to this field are inherited to all substructures. NOTE: If the WIP not activatable toggle is turned on for the General Component that is used in a line, then the Activatable WIP checkbox will be selected in the Project Planning and Processing page as well. |
| Sales Code | Defaults from the Project Budget Calculation page. |
| Unique No. | Defaults from the Project Budget Calculation page. |
| Outline Code | Defaults from the Project Budget Calculation page. |
| Description 2 | Defaults from the Project Budget Calculation page. |
| Comment | Indicates if a project comment line exists for the WBS position. |
| Comment General | Indicates if a project comment line with Comment Type = General exists for the WBS position. |
| Comment Procurement | Indicates if a project comment line with Comment Type = Purchase exists for the WBS position. |
| Type | Defaults from the Project Budget Calculation page. |
| No. | Defaults from the Project Budget Calculation page. |
| Rem. Budget Quantity (Base) | Defaults from the Project Budget Calculation page. |
| Estimated Finish Date | Indicates the date on which the WBS position should be finished. |
| Estimated Quantity | Indicates the number of hours or units that should be used for the WBS position. |
| Estimated Total Dir. Cost (LCY) | Displays the calculated value of Estimated Quantity and Direct Unit Cost in local currency. |
| Estimated Total Cost (LCY) | Displays the calculated value of Estimated Quantity and Unit Cost in local currency. |
| Estimated Total Price (LCY) | Displays the calculated value of the Estimated Quantity and Unit Price in local currency. |
| Scheduled Hours | Displays how many hours have already been scheduled for resources (see Capacity and Resource Planning). |
| Process Channel | Processes are created if the calculation position is linked with a process channel. The options are: - Work: Processes will be created with Work and Duration. - Lead time: Processes are created only with Duration. - Structure: Processes are created without Work and Duration. |
| Responsible | Defaults from the Project Budget Calculation page. |
| Process Start Date | Indicates the date on which the process will start. |
| Process Finish Date | Indicates the date on which the process will end. |
| Process Planning | Indicates if the Plan function for processing has been run on the WBS position. |
| Process Release | Indicates if the Release function for processing has been run on the WBS position. |
| Work Planned Hours | Displays the number of hours that have been planned; that is, resources that have been allocated (see Assign Planning Resources). |
| Procurement by Project Order | If selected, a project order can be created for a procurement line (see Project Order). |
| Procurement Lead Time Calc. | Indicates the lead time calculation (for example, 2W for two weeks) to be used for the component. |
| Procurement Start Date | Indicates the date on which procurement is set to begin. |
| Procurement Vendor No. | Indicates the vendor to which procurement documents for the WBS position should be created. |
| Procurement Location Code | Indicates the default location to be used for the procurement documents for the WBS position. |
| Procurement Bin Code | Indicates the default bin code to be used for the procurement documents for the WBS position. |
| Procurement Cost Source | Determines which wholesale price will be used for the purchase order. The options are Standard Costs, Project Line, and Procurement Line. |
| Direct Shipping | Indicates if purchase receipts are directly delivered to the customer. |
| Ship-to Code | Indicates to which address the shipments for this WBS position are delivered (Purchase Receipts); defaults from the Project Card. |
| Project Order | Indicates if a Project Order exists for the WBS position. |
| Time Entry | Indicates if the WBS position has been released for time entry. |
| Purchase Quote | Indicates if a Purchase Quote exists for the WBS position. |
| Purchase Order | Indicates if a Purchase Order exists for the WBS position. |
| Purchase Credit Memo | Indicates if a Purchase Credit Memo exists for the WBS position. |
| Requisition Line | Indicates if a Requisition Line exists for the WBS position. |
| Inventory Request | Indicates if an Inventory Request exists for the WBS position. |
| Production Order | Indicates if a Production Order exists for the WBS position. |
| Service Order | Indicates if a Service Order exists for the WBS position (see Service Module Integration). |
| Service Item No. | Identifies a service item number to be used when creating a service order for a WBS position (see Service Module Integration). |
| Procurement Finished | Indicates if the procurement process has been finished for the WBS position. |
| Procurement Planning (LCY) | Displays the sum of the Total Direct Cost (LCY) of planning procurement for the WBS position. |
| Procurement Release (LCY) | Displays the sum of the Total Direct Cost (LCY) of released procurement for the WBS position. |
| Procurement Finished (LCY) | Displays the sum of the Total Direct Cost (LCY) of finished procurement for the WBS position. |
| Procurement Internal (LCY) | Displays the sum of the Total Direct Cost Proc. (LCY) of internal procurement (for example, inventory requests) for the WBS position. |
| Total Dir. Cost Rem. PO (LCY) | Displays the liability amount (in local currency) of Purchase Orders assigned to the WBS Position. |
| Total Dir. Cost Usage (LCY) | Sum of the Total Direct Cost (in local currency) of the posted usage entries in the Project Ledger Entries. |
| Total Cost Usage SP (LCY) | Sum of the Total Cost (in local currency) of the posted usage entries in the Project Ledger Entries assigned to the Sales Position. |
| Quantity Provided | Indicates the quantity entered in the Project Ledger Entries for the WBS position. |
| Quantity Shipped | Indicates the quantity shipped in the Project Ledger Entries for the WBS position. |
| Last Date Usage | Indicates the last date on which usage was posted for the WBS position. |
| Realized % (Base) | Used to automatically calculate the Realized % field. The options are: - Quantity: Posted / calculated quantity - Cost: Posted / calculated cost |
| Realized % Based on cost | Displays the completion level at the WBS position level; non-editable field that is calculated over substructures. |
| Days to Procurement Finish | Indicates the number of procurement days remaining until the procurement end date. |
| Days after Procurement Start | Indicates the number of procurement days since the procurement start date. |
| Procurement Signal | Indicates with a red light if procurements that are planned but not yet started in time or released but not yet finished in time. For more information, see Procurement Signal. |
| Milestone Completed | If selected, the milestone is triggered for invoicing (see Processing with Milestones). |
| Shipment Date | Defines the shipment due date. If no date is entered, COSMO Project Manufacturing assumes the current date. |
| Shipment Contact No. | Indicates the contact to which the shipment document should be addressed. |
| Shipment Plan | Indicates if the WBS position has been planned for shipment processing. |
| Shipment Release | Indicates if the WBS position has been released for shipment processing. |
| Shipment Finished | Indicates if the shipment process has been finished for the WBS position. |
| Sales Milestone | Indicates if milestone triggers exist for the WBS position (see Processing with Milestones). |
| Sales Date | Indicates a planned execution date for sale; for informational purposes only. |
| Invoicing On Hold | Indicates if the invoicing process has been placed on hold for the WBS position structure, Invoicing Status = <Blank>. |
| Invoicing Planning | Indicates if the Plan function for invoicing has been run on the WBS position structure. |
| Invoicing Release | Indicates if the WBS position structure has been released for invoice processing. |
| Invoicing Finished | Indicates if the invoicing process has been finished for the WBS position structure. |
| Invoicing On Hold UP | Indicates if the invoicing process has been placed on hold for the WBS position (single line), Invoicing Status = <Blank>. |
| Invoicing Planning UP | Indicates if the Plan function for invoicing has been run on the WBS position (single line). |
| Invoicing Release UP | Indicates if the WBS position (single line) has been released for invoice processing. |
| Invoicing Finished UP | Indicates if the invoicing process has been finished for the WBS position (single line). |
| Invoicing Total Price UP (LCY) | Displays the sales amount (in local currency) of the invoice run for the sales position. |
| Invoicing Total Pr. Pl. UP (LCY) | Displays the planned sales amount (in local currency) of the invoice run for the sales position. |
| TDC Liquidity Schedule (LCY) / TDC Liquidity Request (LCY) / TDC Liquidity Payment (LCY) | Total Direct Cost fields used with the Project Liquidity module integration in COSMO Project Manufacturing. For more information, see Project Liquidity Integration. |
| TP Liquidity Schedule (LCY) / TP Liquidity Request (LCY) / TP Liquidity Payment (LCY) | Total Price fields used with the Project Liquidity module integration in COSMO Project Manufacturing. For more information, see Project Liquidity Integration. |
| Checklist No. | Defaults from the Project Budget Calculation page (see Integration of COSMO Discrete Manufacturing). |
| Document BOM No. | Defaults from the Project Budget Calculation page (see Integration of COSMO Discrete Manufacturing). |
| Prod. Order from Document BOM | Defaults from the Project Budget Calculation page. If selected, the Production Order will be created from a Document BOM (see Create Production Orders from Document BOM). |
| Document BOM | Indicates if a Document BOM exists for the WBS position from COSMO Discrete Manufacturing integration (see Integration of COSMO Discrete Manufacturing). |
| Construction Order | Indicates if a Construction Order exists for the WBS position (see Creating Construction Orders from Project Planning and Processing Line). |
| Scheduled Resources | Displays the resources that have been assigned to the WBS position (see Capacity and Resource Planning). |
| Team | Indicates if a project team member has been assigned to the WBS position. |
| Remaining Quantity | Indicates the quantity that has not been used. It is calculated based on the budgeted Quantity and Quantity Usage. |
| Overposted Quantity | Indicates the quantity that has been used and exceeds the budgeted Quantity. It is calculated based on the budgeted Quantity and Quantity Usage. |
| Total Cost Usage (LCY) | Sum of the Total Cost (in local currency) of the posted usage entries in the Project Ledger Entries of the WBS Position. |
Action Bar
The action bar includes menus that contain actions that are specific to COSMO Project Manufacturing. The menus are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Home | Detailed Planning | Opens the Project Budget Calculation page only for calculation lines set with Budget = Yes. |
| Rolling Calculation | Opens the Project Rolling Calculation page, which includes the most important sums during a project cycle. It is used for permanent project controlling. | |
| Ledger Entries | Opens the Project Ledger Entries page, displaying all posted entries for the selected line. | |
| Project Documents | Opens the Project Documents page, which displays all documents relating to the selected line. | |
| Signal Monitor | Used for project controlling information (see Signal Monitor). | |
| Process Planning | Planning Setup | Opens the Project Planning Setup page, which is defaulted from Standard Planning Setup and can be changed for individual Project planning parameters. |
| Per Block / Per Line | The following actions open the Planning Processes page, where the WBS positions can be viewed: - Per Block: All planning processes for the main position are displayed. - Per Line: Only planning processes for the selected line are displayed. |
|
| Plan / Release | The following actions are related to planning processing: - Plan: Plans a WBS position for planning processing. - Release: Releases a planned WBS position for planning processing. |
|
| Set to "Finished" | Sets the Planning Status = Finished. | |
| Resource Allocation | Opens the Planning Res. Allocation page, where resources can be assigned to WBS planning positions (see Resource Allocation). | |
| Graphical Resource Planning | Opens the Graphical Resource Planning page, which provides a graphical view of assigned resources relating to this project. For more information, see Graphical Project Resource Planning. |
|
| Graphical Project Planning | Opens the Graphical Project Planning page, which provides a graphical view of project line processes relating to this project. For more information, see Graphical Project Planning. |
|
| Procurement | Per Block / Processing Documents / Per Line | Provides different procurement information for the WBS positions: - Per Block: Opens the Project Processing Procurement page, where all procurement processes for the main position are displayed. - Processing Documents: Opens non-posted procurement documents. - Per Line: Opens the Project Processing Procurement page, where only procurement processes for the selected line are displayed. |
| Plan / Release / Set Finished | The following actions are related to procurement processing: - Plan: Plans a WBS position for procurement processing. - Release: Releases a planned WBS position for procurement processing. - Set Finished: Sets the Procurement Status = Finished. |
|
| Project Shipment | Per Block / Per Line | The following actions open the Project Processing Shipment Plan page, where the WBS positions can be viewed: - Per Block: All shipment processes for the main position are displayed. - Per Line: Only shipment processes for the selected line are displayed. |
| Plan / Release / Set Finished | The following actions are related to shipment processing: - Plan: plans a WBS position for shipment processing. - Release: releases a planned WBS position for shipment processing. - Set Finished: sets the Shipment Status = Finished. |
|
| Invoicing | Sale | Opens the Project Budget Sales page, which shows only sales positions that are associated with a Sales Code. This page is used to review and initialize invoicing. For more information, see Project Processing. |
| Plan | Plans a WBS position for invoice processing. | |
| Per Line / Per Block | Opens the Project Processing Invoicing page, where the WBS positions can be viewed. The options are: - Per Line: Only invoicing processes for the selected line are displayed. - Per Block: All invoicing processes for the main position are displayed. |
Actions Menu
The actions on the Actions menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Planning | Plan and Release | Plans and releases the WBS position(s) concurrently in the planning process. |
| Procurement | Plan and Release | Plans and releases the WBS position(s) concurrently during the procurement process. |
| Update Procurement Signals | Calculates the procurement signals and updates the Procurement Signal field to indicate procurements that are planned but not yet started in time or released but not yet finished in time (see Procurement Signal). | |
| Shipment | Plan and Release | Plans and releases the WBS position(s) concurrently during the shipment process. |
| Expand/Collapse | Current Position / Expand All / Collapse All / Expand to Level 2 .. Expand to Level 5 | Expands or collapses the directory levels: - Current Position: only relevant on Position lines, expands or collapses Positions depending on the current state. For example, expanded lines within the Position will be collapsed when the function is run. - Expand All: expands all levels in the Project Planning and Processing. - Collapse All: collapses all levels to the Position level. - Expand to Level 2 .. Expand to Level 5: expands/collapses lines to specific levels. For example, if all lines are expanded but you want to see level 3, then choose the Expand to Level 3 action. All of the levels greater than level 3 are collapsed; therefore, showing only levels 1–3. |
| Functions | Recalculate Rollup Amounts | Recalculates the rollup amounts if usage has been posted and the Rollup Type has been changed. |
| Refresh Production Costs | Manually updates the values in the Production Cost (LCY), PO Material Cost (LCY), and PO Capacity Cost (LCY) fields in the lines. |
Related Menu
The actions on the Related menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Line | Position Card | Opens the Project Position Card page, which provides a card view of all the information in the Project Planning and Processing page for the selected WBS position. |
| Dimensions | Opens the Project Line Dimensions page, which displays any dimensions assigned to the project line. | |
| Comments | Project Comments can be added to the Item Card, Service Card, and Other Services Card. These comments will then be copied to the appropriate project view when the component is selected in the Project Budget Calculation page. The options are General, Rough Concept, Detailed Concept, Execution, Support, Procurement, Sale, and Long Text. |
|
| Calculation Schedule | Opens the Project Calc. Schedule Project Line page, which displays calculations for the project line. For more information, see Calculation Schedules. |
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| Milestone Triggers | Opens the Project Sales Milestone Triggers page, which displays any milestone triggers that have been assigned to the project line. For more information, see Processing with Milestones. |
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| Sales Quote | Opens the related Sales Quote for the line or the Sales List page if multiple quotes exist. | |
| Sales Order | Opens the related Sales Order for the line or the Sales List page if multiple orders exist. | |
| Change Log Entries | Opens the Change Log Entries page, which displays changes made to the selected project line. | |
| Item Tracking Lines | Opens the Lot- or Serial No. List page (depending on the type of item tracking), which displays all item tracking lines for the selected line. | |
| Liquidity Entries | Used with the Project Liquidity module integration in COSMO Project Manufacturing. For more information, see Project Liquidity Integration. | |
| Views | Budget Calculation | Opens the Project Budget Calculation page, which is used to create the project structure and calculation, and is the basis for creating a project offer. For more information, see Calculation and Budgeting. |
FactBoxes
The Project Planning and Processing page includes two COSMO Project Manufacturing-specific FactBoxes:
- WBS Processing – displays planning, procurement, project shipment, and invoicing information about the project planning line.
- Project Comment Lines – displays all comments assigned to the planning and processing line.
If you have the integration with Advanced Manufacturing Suite (AMS), the Document Box FactBox from COSMO Document Management System is available. For more information, see Integration of COSMO Document Management System.
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