Create Construction Project and Sub-Projects

This section provides an overview of how to create a construction project and BoQ/PaC project structure.

To create a construction project

  1. Choose the icon, enter Construction Projects, and then choose the related link.
  2. Choose the New action.
  3. Insert a new number.
  4. In the Description and Description 2 fields, enter relevant descriptions of the project.
  5. In the Contact No. field, enter the number of the customer who sent the quote request.
  6. In the Person Responsible field, enter the resource responsible for the project.
  7. In the Salesperson Code field, enter the salesperson responsible for the project.
  8. In the Estimated Order Value (LCY) field, enter the estimates price for the project, if known.
  9. In the Bidding FastTab, enter the bidding date, submission and execution dates and a description of the service, if available.
  10. In the Construction Site FastTab, enter the location information for the construction site, if known.

To create a BoQ project

  1. On the New menu, choose the Create Project action and then choose the Yes button.
  2. In the Project Types page, select the Project Type associated with Structure Type = Bill of Quantities (see Project Types Setup).
  3. Choose the OK button. The Bill of Quantities project is created with links to the project and the Project Card opens.

To create a PaC project

  1. After entering calculation and other information on the BoQ project, select the BoQ project line in the Projects FastTab in the Construction Project page.
  2. On the Functions menu, choose the Create PaC Project action and then choose the Yes button. The Process and Controlling project is created with links to the project and BoQ project. The Project Card opens.
  3. Close the BoQ Project Card.
  4. In the Projects FastTab on the Construction Project page, review the sub-project structure.

To create a PU project

Placing unit projects are created in the same way as PaC projects. After the second step, just change the Project Type or Structure Type field.

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