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

Hi All, We recently setup resource groups in our environment. Do we have any function in the application to update resource id for the existing project transactions.Regards,Malinda.

I am working on adding a new tab titled "MarketCampaign" to the Account CRM page, which should display information from the MarketCampaign entity. However, since the MarketCampaign entity does not have a direct reference to the customer ID, we are unable to directly fetch the required data.The relationship between Campaign ID and Customer ID exists in the MarketCampaignTarget entity. To address this, I attempted to add a custom attribute to MarketCampaignTarget to retrieve data based on the Campaign ID from the MarketCampaign entity. However, the fields added to the entity are not visible in the Account CRM Page Designer.Here are the steps I've taken so far: Added the MarketCampaignTarget entity to the Account CRM Projection (CrmCustomerHandling). Created the necessary association between entities. Published and unpublished the entity multiple times. Despite these efforts, the issue persists, and the newly added fields do not appear in the Page Designer.I would appreciate any guida

Hi All,Could you kindly explain the functionality of the three check boxes under the Budgeting and Forecasting section on the Project screen? Thanks in advance,Theja

Hi Everyone,Our client requires a seamless communication mechanism between two teams using the IFS Application. Specifically, one team needs the ability to assign tasks to the other, and upon task completion, the receiving team must notify the assigning team. We have explored the 'My Tasks' functionality under My Administration in IFS to address this requirement and have the following question regarding its capabilities:My Tasks WindowTask Overview: Is it possible to enable an overview window where all tasks can be collectively viewed for better monitoring and tracking by other users? Considering this requirement, is there an alternative approach within the My Tasks functionality to meet the client's needs without considering to a CRIM? Looking forward to your feedback! Thank You,Navoda.

Hello Community, There is a requirement from a construction client, before they award the project they want to do the tendering process in IFS. Is there any direct solution for that in IFS? In subcontract at the time of sub contract creation we have to select the supplier at the header level. So that actually after awarding the contract. Customer’s requirement is :Create and Manage Tenders Tender Publication Service Request Workflow Bidder Communication Submission of Proposals multiple vendor  Addendum and Updates Tender Evaluation Award and Notifications Thanks,Jewel Parvez 

Hi everyone, When I did baseline 2, can I change baseline 2 costs?IFSAPP 10 UP8  

Currently there is no way to deactivate Project Groups other than to change the status back to “In Progress” from “Active.”However, what would happen if I currently have some active financial projects that are active but the project group has been set to “In Progress”? Would this cause any issues to the Project or financial transactions and capitalization that are done for the project, or since the financial project has already been created, does the project group does not effect the project anymore?If setting a project group back to in progress does affect the project, what is the recommended method to deactivate a project group?

I created a material requirement linked to the project. I generated a supply that exceeds the demand. After going through the PMRP/MRP loops and expiring Inventory PArt Availability Exceptions, I would like to see in the table which project is affected by the oversupply. The system blinds the Project ID column *. What do I need to do to see the project with oversupply at this point.  

Community,How we could stop a project to be reported in Time Registration?will change Report Code Valid To date work? 

Not able to connect work order to project due to existing costs (reported employees’ hours), which were already transferred.Is there a way to make connection?

Functional Scenario:Customer has a sales contract linked to a project. Sends several AFPs. After a specific point a final invoice which has the complete amount on it and also shows the deduction of the already paid AFPs is created. Problems/Issues:Sales Contract does not provide any kind of “Final Invoice” it is always just the project invoice based on AFP and that is based on the certified/confirmed amount. When matching the payment in advance/payment on account with the AFP. IFS automatically creates an invoice. This leads to the issue that we are not able to offset the previously paid AFPs against our complete “final invoice”. We are currently not able to have a process with advance payments via AFP and a final invoice that shows/includes the previously paid AFPs. Are we missing anything here or is such a scenario just currently not designed/considered in the sales-contracts yet?   Kind regardsAlex

Hello everyone,I'm looking for some insights on how to set up planning within the IFS Project module. We want to implement planning for purchase requisitions and purchase orders in the context of projects.Has anyone already configured this kind of setup in IFS?Are there any best practices or specific functionalities to activate (e.g. links between project planning, procurement needs, milestones, etc.)?Thanks in advance for your help!

hi IFS Community,I would like to know the (correct) step by step process of using an approval template to approve a project forecast and set it as Active Budget. Can someone please describe this process with some screenshots of the pages in IFS Cloud please? This is the sample DOA for reference. Value range (AUD) Project Role 0 - 10,000,000 Contract Administrator 10,000,001 - 20,000,000 CFO Above 20,000,000 Director  Many thanks,Ashani 

Is it possible to copy multiple activities into another sub project in the same project or a different project? The option is available for single activity copy. We need to remove 10 activities from sub project 1 and copy it to sub project 2 under the same project. AS we have a lot it is time consuming to copy one by one. 

Community,One question about project billing.I have a project, has couple no-pat misc demands created and received. but the cost incurred for those no-part purchasing should be billed to another project, how we could make this happen? appreciated your input here. Thank you.

Why would my labor reported costs (Resource tab in PM Navigator) and used costs (in Activity) differ?

Can a Change Order be used to CHANGE/UPDATE the Item Quantity on a Sub / Sales Contract?  As far as I can tell CCOs seem to only be capable of creating new Contract Line/Items. I would like to be able to use change orders to manage variations and update the Item Quantities on Sales and Sub Contracts.  ThanksTom

Hello,Is it possible to use a project delivery address as the single occurrence (without typing it) on a project-connected Customer Order?I don’t think so, but…..Patrick

Hii, when we add a resource group to the planning under activity resource planning and then try to add employees under employee allocation the drop down shows all employees instead the employees relating to particular resource group only.Can someone clarify this?Planning :  Employee Allocation :  

Product Version: IFS Cloud 24R1In ‘Planned Cost/Hours per Cost Element’ assistant when an incorrect Cost Element is added and  when that cost element is deleted, it is available again after re-opening the assistant as shown in the below images. Question: Could this be a bug or is it the expected behavior?

 Hello All,Could you please help on the request below.There is a resource which is flagged to not be used in Maintenance but only in  ProjectWhile adding the Employee in the resource manuallyThe employee is automatically added in the Maintenance section belowCould you please help on understanding if this is a normal/Standard behavior of the system?Thank you so much  for your help,

Hi Community, Do you have any idea why it is not possible to attach discount terms to payment terms on a sales contract?My customer contractually negotiates discount terms on sales contracts and would not want to manually assign discounts to each invoice linked to the contract.Here is the error message :  Any help will be much appreciated on that subject :)

Hi,We are trying to setup configured project deliverables in IFS Cloud. We use DOP-orders with configuration to define our deliveries. Does the functionality exist in Cloud and if it does, where do I find it?  

Hi, One of our customers use traditional way of picking items from warehouse against the picklist. We have designed a solution to propose a project based scenario. The demands are added on the project, we could reserve the parts against the demand and generate a Project pick list but we cannot find a way to report picking of this picklist.Any pointers where I could report picking of project pick list items? ThanksRavi Kukrejalinkedin.com/in/kukrejaravi

Hi folks,I remeber a question from the certification asking, the activity costs and hours can be categorized into three primary groups: Budgetary Targets, Metrics, Actuals. Does anybody know which of the coumns of the Cost Tab in Project Monitoring are included in the group “Budgetary Targes”?Estimates, Planned, Baseline/None/Earned Value, Scheduled Work or Planned Committed, Commited, Used.Thx in advance!Markus