Other Setups

This topic describes various other setup pages in COSMO Project Manufacturing. Each is accessible using Tell Me. Choose the Lightbulb that opens the Tell Me feature icon, enter the page name, and then choose the related link.

Report Selection - Project

In the Report Selection - Projects page, enter the reports to be printed for the various project-related documents.

Project Travel Codes

The Project Travel Codes are used for managing travel expenses (see General Traveling Expenses).

Project Signals

With version 8.1 and later, project signals have been replaced by Unicode emojis. In the Projects Setup page, in the Signals FastTab, choose a color from the drop-down list for each of the Project Signal.. fields.

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

Project Contact Roles

The Project Contact Roles are used to manage several shipment addresses for Shipment Planning and Project Shipments as well as provide the flexibility to manage and categorize project addresses. In the Project Contact Roles page, which can be opened using Tell Me or from the Role field in the Project Contacts page, assign a code and description and then in the Function field, choose the drop-down arrow to specify the function of each Role. The options are Sell-to Customer, Bill-to Customer, Project Manager, Ship-to Address, and Subcontractor.

For more information, see Contacts.

Guarantee Types

The Guarantee Types can be used to structure Guarantees which are managed for Vendors, Customers, or Projects.

Completion Reasons

A Completion Reason must be assigned to the Project Card before the status of the Project can be switched to Completed.

Fixed Project Lines Budget

In the Fixed Project Lines Budget page, define project lines that will be added to every Project Budget Calculation structure. Codes can be assigned in the Projects Setup page for sales but have no functionality in base COSMO Project Manufacturing.

The fields on the Fixed Project Lines Budget page are described in the following table.

Field	Description
Outline Code	Creates a project structure with fixed codes. In contrast to the WBS position, this field is not affected by structural shifts and can be edited directly by the user. The value in this field is transferred to the Outline Code field in the Project Budget Calculation line.
Type	Together with the No. field, creates the work package in the project structure. The work package can be set up with the following components: Service, Item, General, Traveling, Machine Center, and Work Center. The value in this field is transferred to the Type field in the Project Budget Calculation line.
No.	Identifies the specific number of the component entered in the Type field. The value in this field is transferred to the No. field in the Project Budget Calculation line.
Description	Description of the component selected in the Type and No. fields. The value in this field is transferred to the Description field in the Project Budget Calculation line. If this field is empty, then the empty value overwrites an existing value.
Unit of Measure Code	Identifies the unit of measure to be budgeted for the component. The value in this field is transferred to the Sales Code field in the Project Budget Calculation line. If this field is empty, then the empty value overwrites an existing value.
Quantity	Indicates the number of units to be budgeted for the component; can be auto-calculated based on Rollup Type and Summarized Positions. The value in this field is transferred to the Quantity field in the Project Budget Calculation line. If this field is empty, then the empty value overwrites an existing value.
Calculation Group	Indicates the calculation group for the Fixed Project Lines Budget; defaults from the selected No. field. The value in this field is transferred to the Calculation Group field in the Project Budget Calculation line. If this field is empty, then the empty value overwrites an existing value.
Sales Code	Determines the sales process for the WBS position. The value in this field is transferred to the Sales Code field in the Project Budget Calculation line. If this field is empty, then the Default Sales Code value from Projects Setup is used.
WIP View	Used with the WIP Basis = Project to indicate the position to be used for the WIP calculation. The value in this field is transferred to the WIP View field in the Project Budget Calculation line. If this field is empty, then the empty value overwrites an existing value.
WIP not activatable	Indicates whether this Fixed Project Line Budget is applicable for WIP or not. This value is transferred to the Activatable WIP field in the Project Planning and Processing page.

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