Projects Setup

The general setup for COSMO Project Manufacturing is entered in the Projects Setup page, accessed using Tell Me. Choose the Lightbulb that opens the Tell Me feature icon, enter Projects Setup, and then choose the related link.

Note

Although the Project Setup Wizard provides many default settings, there are additional fields that may need to be set up in the Projects Setup page. The default settings can also be reviewed and changed in this page.

General FastTab

The fields on this FastTab display general information about COSMO Project Manufacturing and are described in the following table.

Field	Description
Automatic Update Project Item Cost	Determines if the Update Project Item Cost batch job starts automatically with the Adjust Cost - Item Entries batch job.
Default Project Posting Group	Indicates the Project Posting Group that will be defaulted to the Project Card each time a Project is created. The Default Project Posting Group from Project Types will overwrite the value in the Project Card, if it is set. For more information, see Project Posting Groups.

Numbering FastTab

On this FastTab, number series needed in COSMO Project Manufacturing can be assigned.

Project FastTab

On this FastTab, the default fields for the Project Card are configured. Each field is described in the following table.

Field Group	Field	Description
Presets General	Project Version Start	Initializes the format for project versions. Each new project is marked as a first version.
	New Version per Status Change	Prompts for a new project version when a project status changes. The options are: - Never: Option will never be used - Question: Option will be used on request - Always: Option will always be used
Presets Planning	Default Sales Code	Identifies the Sales Code that will be used as the default for all new projects.
	Default Unit of Measure Code	Controls which Unit of Measure is used in calculation lines as a default. The options are Base Unit of Measure, Sales Unit of Measure, and Purchase Unit of Measure.
	WBS Format	Determines how WBS positions are formatted in the project structure. The options are: - Without Level 1: no WBS code will be created for level 1. Numbering is starting with level 2. - Components only: WBS codes are only created for lines with components (resources, items, resources, work/machine centers, and general components).
	Realized % (Base)	Used to automatically calculate the Realized % field. The options are: - Quantity: Posted / calculated quantity - Cost: Posted / calculated cost This can also be set up by using the field on a component (with higher priority).
	Location for Inv. Requests	Identifies the default location for inventory request related procurement planning.
	Location for Purchase	Identifies the default location for purchase related procurement planning.
	Procurement Planning Required	Determines if the planning and release of a procurement process is mandatory. The value in this field defaults to the Project Card if one is not defined in the Project Types Setup.
Project Dimensions	Project Dimension	Defines the dimension for automatically generated default dimension values for the Project No. field.
	Autom. Project Dimension	Determines if the dimension value should be inherited from the Project No. of the current project or from the main project.
	Project Type Dimension	Allocates the dimension depending on the project type. The default dimension values are assigned in the Project Types Setup page.
	Dim. from Person Responsible	Determines if default dimensions from the person responsible are copied to the project.
	Copy Dimension to Purchase	Determines if project dimensions are copied to the document dimensions in purchase documents.
	Copy Dimension to Sales	Determines if project dimensions are copied to the document dimensions in sales documents.
Project Line Dimensions	Project Line Dimension 1 - 3	Project line dimensions should be used if the dimensions are dependent on the project structure; that is, structure line dimensions are inherited by the upper structure. In addition to defining a single dimension for the project structure, it is possible to differentiate three dimensions on the project lines. The following rules apply for the use of dimensions on the project line: 1. The project line dimension is taken over from the component in the project line as a default value. 2. The project line dimension is extracted from a higher level, if no dimensions are attached to the individual component. 3. An alteration of a project line dimension results to a subsequent alteration within the sub-structures. 4. In the process of downgrading the project line, the dimension value is taken over from the highest position. The dimensions are transferred from the project line to the document that is generated from this line.
General Functions	Default WIP Basis	Indicates the WIP Basis that will be defaulted to the Project Card each time a Project is created. The options are Sales Code, WIP Position, and Project. For more information, see WIP Basis.
	Auto. Reverse WIP	Automatically reverses WIP when a project status is changed to Completed. The options are: - Never: Automatic reversal does not happen and no message opens. - Question: A message opens for you to confirm the WIP reversal. This message will only occur if WIP has been posted for the project. - Always: Automatic reversal happens without user confirmation. For more information about the Reverse WIP function, see Actions Menu.
	Change Sales Code After Posting	Determines if Sales Codes can be changed after posting to the project line. The options are: - Never: Sales Code cannot be changed - Question: Sales Code can be changed after confirmation - Always: Sales Code can be changed For more information, see Sales Codes

Calculation FastTab

On this FastTab, all settings relating to Calculations are defined. Each field is described in the following table.

Field Group	Field	Description
General Presets	Purch. Disc. Reduce Unit Cost	Manages the cost calculation and therefore the valuation of a calculation line by using a Line Purchase Discount %.
	Set Budget with Sales Doc.	Determines if WBS positions are budgeted automatically during the creation of a sales document (quote or order). Changes in linked substructures have no effect on the sales value.
Preset comments from extended text	Insert Sales Ext. Text	Determines if extended text descriptions from components (Services and Items) are copied into the Project Budget Sales page. These comments are available for review by turning on the Comment Sales toggle.
	Insert Purch. Ext. Text	Determines if extended text descriptions from components (Services and Items) are copied into the Project Planning and Processing page. These comments are available for review by turning on the Comment Procurement toggle.
Update Rules	No New Calculation	Used when updating positions in the Project Budget Calculation page. If activated, turns on Do not recalculate toggle on the Project Line Update Rules request page and the following fields cannot be turned on.
	Replace Description	Used when updating positions in the Project Budget Calculation page. If activated, turns on the Replace description toggle on the Project Line Update Rules request page.
	Replace Comments	Used when updating positions in the Project Budget Calculation page. If activated, turns on the Replace comments toggle on the Project Line Update Rules request page.
	Replace Cost/Price	Used when updating positions in the Project Budget Calculation page. If activated, turns on the Replace units of measure and costs/prices toggle on the Project Line Update Rules request page.
	Set Quantity Zero	Used when updating positions in the Project Budget Calculation page. If activated, turns on the Set Quantity Zero toggle on the Project Line Update Rules request page.

Planning FastTab

On this FastTab, all settings relating to Planning are defined. Each field is described in the following table.

Field Group	Field	Description
Persons Planning	Option Capacity	Defaults to the View Options FastTab in the Planning View Person page. Base Table: Capacity Ledger Entries
	Option Planning	Defaults to the View Options FastTab in the Planning View Person page. Base Table: Project Calendar Entries
	Option Simulation	Defaults to the View Options FastTab in the Planning View Person page. Base Table: Project Calendar Entries
	Option Available	Defaults to the View Options FastTab in the Planning View Person page.
	Option Available %	Defaults to the View Options FastTab in the Planning View Person page.
	Option Utilization %	Defaults to the View Options FastTab in the Planning View Person page.
	Option Time Entry	Defaults to the View Options FastTab in the Planning View Person page. Base Table: Project Journal Lines
	Option Posted	Defaults to the View Options FastTab in the Planning View Person page. Base Table: Project Ledger Entries
Budget Allocation / Forecast	Base Calendar Code	Used as the default person resources setup for calculating capacities.
	General Project Work-Hour Template	Used as the default person resources setup for calculating capacities.
	Cash Flow Pmt. Code	Used as the default cash flow payment code that transfers to the Project Card for the Project Liquidity module integration in COSMO Project Manufacturing (see Project Liquidity Integration).
MSP Project Interface	MSP Path / MSP Import Comp. Type / MSP Import Comp. No.	See Microsoft Project Integration.

Procurement FastTab

On this FastTab, all settings relating to Procurements are defined. Each field is described in the following table.

Field Group	Field	Description
General	Procurement Cost Source	Determines the pricing method for the Direct Unit Cost in the procurement process.
Time Entry	Project Journal Time Entry	Identifies the default project journal templates for internal time entries.
	Terminal Posting Allowed	Determines if the person recording time can also post their time in the Terminal.
Purchase and Inventory	Post Released Quantity only	Determines if released procurement lines are set to Finished automatically when the procurement documents (purchase order, inventory request) are posted. With this option, it is possible to post up to the released quantity, and when that quantity is reached, the procurement lines will be closed. An error will occur if there is an attempt to post more than the release quantity. NOTE: This option cannot be used with unplanned travel expenses if it is not possible to release a quantity for an unplanned cost; therefore, use the Auto. Close Proc. Line field to handle automatic posting (see the next field).
	Auto. Close Proc. Line	Determines if released procurement lines are set to Finished automatically when the procurement documents (purchase order, inventory request) are posted. With this option, it is possible to post as much as needed with no limit to the released quantity. However, the procurement lines will be closed if the full released quantity or more are posted. NOTE: Only this option can be used with unplanned travel expenses because it is possible to post unplanned costs.
Purchase	Req. Wksh. Template / Req. Wksh. Name	Identifies the template and name of the requisition worksheet; required to use the purchase procurement channel is used.
	External Services Code	Allows the use of resources on purchase documents using a link to a G/L account.
	Order Confirmation Required	Determines if the Order Confirmation Required checkbox is selected in Purchase Documents.
Inventory	Project Journal Inventory Requests	Indicates the project journal to be used for inventory requests.
	Inv. Request per Location	Determines if multiple inventory requests will be created for a procurement covering several positions.
	Populate Qty. in Inv. Requests	Determines if the picking amount will not be confirmed on order completion.
	Check Quantity in Inv. Req.	Determines if an inventory audit of the respective storage location will be checked during posting.
Production	Def. Prod. Order Status	Determines the default production order to be used if production procurement is used.
	Reserve Inv. Request for Production Order	Determines if automatic reservations of production orders are made against inventory requests on job procurement release. For more information, see Production Orders.
	Dummy Routing Code	Specifies a dummy Routing Code used to directly create Procurement Production Orders from Project Lines with Routing-related lines (work centers/machine centers).
	Dummy Prod. BOM Code	Specifies a dummy Production BOM Code used to directly create Procurement Production Orders from Project Lines with Component-related lines (items). The dummy Production BOM must have an empty Unit of Measure Code. To create the dummy production BOM, choose the ellipsis button or choose the Create Dummy Production BOM action on the Actions menu.
Assembly	Reserve Inv. Request for Assembly Order	Determines if automatic reservations of assembly orders are made against inventory requests on project procurement release. For more information, see Assembly Orders.

Sales FastTab

On this FastTab, the default presets fields for sales are configured.

Some fields on this FastTab offer the following three options:

Never – Option will never be used
Question – Option will be used on request
Always – Option will always be used

The fields on the Sales FastTab are described in the following table.

Field	Description
New Version per Sales Quote	Prompts for a new job version when a sales quote is created.
Set Project Status Quote	Automatically changes the status on the Project Card from Planning to Quote when a sales quote is created.
Set Project Status Open	Automatically changes the status on the Project Card from Planning or Quote to Open if you create an order from an offer or if you directly create an order.
Autom. Release Sales Order	Automatically releases the sales order on creation.
Procurement with Sales Release	Automatically releases procurement on release of the order.
Auto. Completion Reason Alternative Projects	Automatically completes an alternative project with this completion reason.
Fixed Project Line Sales	Can be used to implement a function for automatic WBS finding in Sales Lines. For more information, see Fixed Project Lines Budget.
Credit Warnings	Specifies whether a warning about the customer's credit status (credit limit or overdue balance) is shown when a customer is added to a Project Card. The options are Both Warnings, Credit Limit, Overdue Balance, and No Warning.

Signals FastTab

This FastTab contains fields that are used with the Signal Monitor. The fields are described in the following table.

Field/Field Group	Description
Signal Monitor Tolerance %	Indicates a buffer for controlling differences in the Realized % field.
Traffic Lights	Indicates the color options available to provide better visual displays.

For more information, see Signal Monitor and Degree of Completion.

The actions on the Actions menu are described in the following table.

Action	Description
Create Dummy Production BOM	Creates a certified dummy Production BOM without a Unit of Measure Code. This Production BOM is needed for the creation of Project Procurement Production Orders.
Transfer Project Purchase Prices and Discounts	This action is available if the New sales pricing experience feature update has been enabled in Feature Management in Business Central 16.00 (or later), which transfers the existing Project Purchase Prices and Discounts to the new Price List table. Run this function to ensure proper pricing functionality in COSMO Project Manufacturing. Once run, the action is no longer available on the Projects Setup page. For more information about feature updates, see Microsoft Documentation.

Action

Description

Create Dummy Production BOM

Creates a certified dummy Production BOM without a Unit of Measure Code. This Production BOM is needed for the creation of Project Procurement Production Orders.

Transfer Project Purchase Prices and Discounts

This action is available if the New sales pricing experience feature update has been enabled in Feature Management in Business Central 16.00 (or later), which transfers the existing Project Purchase Prices and Discounts to the new Price List table. Run this function to ensure proper pricing functionality in COSMO Project Manufacturing. Once run, the action is no longer available on the Projects Setup page.

For more information about feature updates, see Microsoft Documentation.

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