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Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

This will include questions about Sales/Sub Contract/Resource Management, Project Management and Follow-up, Engineering Design & Deliverables Management, Risk

  • 493 Topics
  • 935 Replies

493 Topics

A
Do Gooder (Customer)
AndrewRDo Gooder (Customer)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Can't seem to unlock my account

My account is locked, I’ve unlocked, changed password, got confirmation of same, but error message still states account locked, all rather frustrating our IS service is taking an age and I require access, any advice appreciated ?

1
KristenGastaldo
Superhero (Employee)
1 year ago
ProThushA
Do Gooder (Partner)
ProThushADo Gooder (Partner)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Cannot delete Equipment Object in Risk Analysis/ Detach Risk Analysis from Serial Object

Description - Cannot delete Equipment Object in Risk Analysis/ Detach Risk Analysis from Serial ObjectIn the Object Connections, search for Equipment Object and added Risk Object Connection and Risk Reference Objects.Then I can the same in Risk Analysis/ Object Connection.Issue no 01 - I cannot find the Object key in the drop down. Why?Issue no 02 - I can connect the Risk under Serial Objects as follows .Then if I refresh, I can see the same under Risk Analysis/ Object ConnectionHowever, when I try to delete I get an error.Also if I try to delete the same in Serial Object/Attachment also giving an error. Now it is a deadlock situation. 

0
ProThushA
Do Gooder (Partner)
1 year ago
L
Do Gooder (Partner)
LelaDo Gooder (Partner)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

App10 Maintenance Intervals - PM Actions/PM Program

Hey everyone,our customer has different machines that are subject to different maintenance intervals. These maintenance intervals are based on the number of operating hours. However, they are not always the same number of operating hours. For example, the first maintenance can take place after 250 operating hours, the second maintenance after another 500 operating hours, the third maintenance after another 1000 operating hours, and so on. How can different maintenance intervals be mapped for a machine in preventive maintenance?I assume that we are currently failing to correctly capture the criteria for triggering the PM and entering it in the work task template. Can anyone help out here? Many thanks in advance! P.S. the customer is working on the App10 environment 

1
Nethmini Kosvinna
Superhero (Employee)
1 year ago
V
Sidekick (Partner)
VanChampSSidekick (Partner)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Loading Project to Project Window

What is the business reason for showing all projects in Project Management/ Plan and Execute/Project across all the companies even if a given user does not have access to given company ?

0
V
Sidekick (Partner)
1 year ago
SMANUEL
Sidekick (Partner)
SMANUELSidekick (Partner)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Project Role Assignment

Is there a way ,user can still approve a PR (Authorization Type = Project Role) without having assigned him/her on the particular “Project Role Assignment”?Project Management---->Plan and Execute---->Project----->Role Assignments PR  

0
SMANUEL
Sidekick (Partner)
1 year ago
SMANUEL
Sidekick (Partner)
SMANUELSidekick (Partner)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Project Budget Control Summary has no records

Project Budget Control Summary has no records for certain Projects..What could be the reason ?Thanks in Advance 

6
SMANUEL
Sidekick (Partner)
1 year ago
S
Do Gooder
SohnuDo Gooder
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Project Navigator - unable to create Relationship between Custom Tab keys

Hi, When creating a custom tab in project window after connecting the attached page and the title, there is a + to add the relationship between Parent key and the child Key. But when the same custom page is attached as a custom tab in the project navigator page it does not allow to add the relationship between parent and the child key.    We want that  this to work from the Project Navigator. Any insights?

2
Nishantha Anuruddha
Sidekick (Employee)
1 year ago
R
Hero (Customer)
ronhuHero (Customer)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Wrong Project Delivery Cost Element

Community, I have a question here, not sure how to fix it.I have a project delivery created and I calculate the cost at in Project Item Navigator window. please see attachment “Project Delivery 6388307 Cost Roll Up”, so in this window, you can see the roll up cost $1758.2874, which is correct,  please refer to the second screenshot “ 6388307 Standard Cost”. now comes the question, why there is only one cost element “MATERIALS” available in the Project Item Navigator window, per the item standard cost, it should include at least Labor cost element, whereas it is not.wondering what I missed? Thank you.

0
R
Hero (Customer)
1 year ago
ENTVALERM
Do Gooder (Partner)
ENTVALERMDo Gooder (Partner)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Project Deliverables ability to move after supply starts

Hi IFS Team,Because Project Delivery used to be able to do this, we have a customer that would like to know:Is there any plan for Project Deliverables in future IFS releases to include capability to move Purchase and Supply Option Items after starting supplies?I tested in a Cloud 21R2 environment, and it appears this can’t be done in either Apps 10 or Cloud 21R2 because:To be moved, the Item must be changed back to Planned status An Item can’t be changed back to Planned status while it has any supply object connectedFor example in Project Delivery this customer used a Phantom as a parent item and under it purchased several item/parts. After a part was ordered and received, they were able to click in the graphic tree on the part and drag/move it under a different parent item.Also in Project Delivery once a Shop Order was planned and before Materials were reserved to it they were able to move the material part off the Shop Order by drag and drop in the Project Delivery graphic tree. 

0
ENTVALERM
Do Gooder (Partner)
1 year ago
Ushan Senarath
Hero (Employee)
Ushan SenarathHero (Employee)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Unable to multi-edit | "Activities" screen

Hi, The Edit all functionality is not available for the ‘Early start’ and ‘Early Finish’ tabs in the ‘Activities’ screen in the cloud.  However, this functionality is available in the ‘Project Transactions’ screen Yes, it’s understood that IEE client and cloud are not matched one to one.But for your reference, the replace all functionality is available in IEE in “Activities’ Screen allowing the users to do a mass edit. A customer has reported that “major use of find and replace by PMs right now is to update the start and finish dates of activities in bulk via the ‘Activities’ window”.Hence look into implementing specific actions/commands to enable users to do a multi-edit in the ‘Activities’ screen considering the business scenario mentioned above. Best regards,Ushan

1
Ushan Senarath
Hero (Employee)
1 year ago
U
Do Gooder
USLA
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Cant we add custom tab on the window “Project Invoice”

Cant we add custom tab on the window “Project Invoice”

1
Kelum Pradeep Kumara
Superhero (Employee)
1 year ago
D
Sidekick (Partner)
DominikaM
posted in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

How to disable snapshot project? 

Hello,Table PROJECT_SNAPSHOT_DATA_TAB has over 66 000 000 rows. How to disable snapshot project?  Where is parameter for this ?How to delete data from PROJECT_SNAPSHOT_DATA_TAB? I tried from applications but no results.     

0
D
Sidekick (Partner)
1 year ago
K
Sidekick (Customer)
kelli.kaskiwSidekick (Customer)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Create Mail with Attachments - Business Opportunity

In Business Opportunity there is a button to ‘Create Mail’ which sets up an email to the customer and takes the business opp information. We would like that email to automatically have attachments that are the business opp form itself, or documents attached to the business opp. Does anyone have the instructions to build this out? Thanks. 

0
K
Sidekick (Customer)
1 year ago
R
Hero (Customer)
ronhuHero (Customer)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

MTR can be used with material cross sites?

Community, Project MTR cannot be used for materials that are moving from one site to another. is this statement true? Thank you.

2
R
Hero (Customer)
1 year ago
Kamani Dissanayake
Do Gooder (Employee)
Kamani DissanayakeDo Gooder (Employee)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Data model of the sales contracts

Is it possible to get a datamodel of the sales contracts (Contract Management > Sales Contract > Sales Contract) and also of the revision and items  (Contract Management > Sales Contract > Sales Contract Revision and Items)Here need to know what are the tables use for sales contract and what is the relationship between those tables

1
E
Hero (Employee)
1 year ago
Mervan
Sidekick
MervanSidekick
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

How can we use IAL copy only new data.

Hi,How can we use A copy only new data. I couldn't find information on this topic in the ifs help documentation. Best regards,Mervan  

10
Link
Superhero (Customer)
1 year ago
D
Sidekick (Customer)
dmooreSidekick (Customer)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Project status Change

Good Morning - We have a Project which was changed to status Cancelled by error - is there a way this status can be changed back to active? Many thanks

3
D
Sidekick (Customer)
1 year ago
raj
Do Gooder (Customer)
rajDo Gooder (Customer)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

How to setup auto issue of Inventory part in Project

Hi,What setup is required to do auto issue of inventory part in project at the time of receipt. There are two companies in my setup in one company part auto issue in to the project whenever received through purchase receipt but in another company it not auto issue part in to the project we need to do it manually. All demands and supply creating through project for both company.Is there any setup in project or at part level to do so?. ThanksRaj    

1
L
Sidekick (Customer)
1 year ago
R
Hero (Customer)
ronhuHero (Customer)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

material movement in Project Delivery

Community, we are testing Project Delivery when components are manufactured in different sites.We would like to know what is the IFS solution for the semi-finished material movement in one activity or multiple activities.components are manufactured in different site, but within the same activity. components are manufactured in different site, but in different activity.the semi-finished part 30-120 how to move from site 2 to site 1 in the above 2 scenarios?attached the diagram illustrated in the above 2 scenarios.

0
R
Hero (Customer)
1 year ago
P
Sidekick (Customer)
PennyBSidekick (Customer)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Project Invoice Information

Does anyone have any general information re Project Invoice. We have a project which will have numerous transactions to be billed, but it is not connected to a Sales Contract, so Application for Payment>Project Invoice will not be used.Previously we’ve just used Instant Invoices to raise invoices against ad-hoc projects, but wondering if there is a better way to manage this using the Project Invoice function? ‘Create Project Invoice’ only seems to pick up project transactions, not external costs?

2
P
Sidekick (Customer)
1 year ago
R
Hero (Customer)
ronhuHero (Customer)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

product structure header for shop order part does not exist

community,does any see this error before? this part in inventory is a purchase part (also in engineering), but we have it set to Make in project delivery. in project delivery, we have the BOM created for this part. when we are trying to create the project supply request for this part, we are expecting a shop order will be created, but we encountered this error message, see attached.Wondering what’s wrong with it? Thank you. 

6
E
Hero (Employee)
1 year ago
12Guide_PaulB
Hero (Partner)
12Guide_PaulBHero (Partner)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Forward expenses to customer, including attachments

When expense sheet details are linked to project activities, project transactions are created which can be invoiced to the customer selected on the project. But how can the attachments linked to the expense sheet be send to the customer?Note that attachments can be created as documents but also as media files.

0
12Guide_PaulB
Hero (Partner)
1 year ago
H
Do Gooder (Customer)
Halloran DayDo Gooder (Customer)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Actual Capitalised Costs - Revenue Recognition

Good Morning I am looking to understand how the Actual Capitalised Costs field is calculated, any help very greatly appreciated. Kind RegardsPaula   

0
H
Do Gooder (Customer)
1 year ago
R
Hero (Customer)
ronhuHero (Customer)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

PMRP is not working

Community, Wondering any tricks for PMRP. We are on APP10 Upd 9. I created a simple project with only one activity (its finish date is far away in Dec this year), then in this activity demand tab, i entered the Misc Demand a manufactured part. then i run the PMRP, I wish PMRP could like what we do in MRP, drill down to the bottom and have all the demand created with supply, but it only generated the current level, the top part shop order requisition, then nothing at all.the BOM is a simple BOM, just 2 levels, this part is a multi-site part, top part is manufactured in one site, and the kid is manufactured in another site, both sites are included in the site list of the project. anything I missed? why PMRP is not drilling down? thank you.

1
Tharindu Illangasinghe
Superhero (Partner)
1 year ago
robert_g
Sidekick (Customer)
robert_gSidekick (Customer)
asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Unfinished Activity Work

Hi all,What causes work to be placed into the unfinished activity work screen?I have checked status and it doesn’t seem related to the status of the project - as new projects in ‘Started’ status don’t appear on the list. Is it related to dates? For example, after a certain activity date any unfinished activity work is placed onto this list. I have checked online documentation but cannot find any info.Thanks,R

4
A
Sidekick (Customer)
1 year ago

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