Hi all, My “forward supplier invoice” screen, I still have to manually create a project transaction. Do you select the invoice line anywhere and have an option that it creates a project transaction? Or do you do this part manually? Many thanks We used to be able to see the ‘Create Project Transaction’ option on a demand line on a misc part demand, however we can’t see that option on a misc. no part, where are you seeing the option to create a project transaction ?
Interested in this as well…...
@olek , does this help at all ?Demand StatusThe column demand status is used in resource management and gets its value by mapping the status from the origin of the source. The demand status can have four different statuses Preliminary, Planned, Committed and Completed.The following mappings are used to map the origin status from the different sources to the demand status value. Source Origin Origin Status Demand Status Human Resources HR Absence Registered Committed Partly calculated Committed Calculated Committed Calculation Cancelled Committed Training events - Event Trainer Planned Preliminary Published Planned Confirmed Committed Completed Completed Training events - Event Participant Waiting List Preliminary Waiting Approva
Thanks Anjalee, I could see where it was all set up but couldn’t work out what the value was used for. Your explanation has cleared that up, really helpful, thanks
Thanks Dom,I was aware of that functionality. However as we’re not using some functionality (and never will) it would be really useful to hide these permanently from the legend. It just causes confusion otherwise.
Thanks you Asa,After posting the question I went back and looked at Resource Forecast, for some reason we had discounted it as something that we didn’t think we would use. I can see now how it works and have worked through a couple of scenarios and tests. I can see how to update the planned hours on the project using the hours on the resource forecast. I haven’t tried connecting the resource forecast to the project forecast yet though, is this straightforward to do? I’ll investigate further and if I get stuck will come back and ask another question.Kind regards Lee
I believe that the resource analysis is just a snapshot in time therefore you will need to refresh everytime you make a change and then go to the analysis view. You can set a scheduled task to do this automatically and the snaphot timestamp is displayed in the header of the analysis screen so that you know exactly how current the snapshot it. Don’t know about the work centre question I’m afraid but the updated snapshot is applicable for all users.
From my experience of working on Projects within IFS Control on who can be staffed Would turning Project Access on meet this requirement? With access on only the Project Manager and those in the access team would be able to see the project. We have created a crim where when a employee is resourced on an activity they are added to the access team. Limitation on days a person can book - set an upper limit for days Not aware that this can be done, manage as budget stops overspending on procurement but not time. I think this would need to be managed when approving for cost accounting A financial year that the days have to booked in. e.g. by end 2021 Seeing as resources book time/expenses to an activity you could set the activity start/finish date to be that of the financial year. You would then only be able to book time/expenses to that activity in the period that the activity is valid for. It doesn’t stop you over or under booking hours but would control when hours can be booked.
Thank you @Johan Lagerström I do recall being shown this now. Managed to duplicate the line, update it and for the exception line to disappear.Kind regardsLee
Thank you @Hugh Batho Using the search query I’m able to see the Resource Capacity, as well as the Project Resource Planning hours for the particular resource id. To generate my Power BI report it looks like I’ll have to run two separate queries (one for Resource Capacity and one for Project Resource Planning) and link the two tables (by the Resource ID field). At least now I can see that the data exists.Thanks again
Thank you Anmise, It’s so simple when you know how All working correctly nowReally appreciate your responses
Within Apps 10 I’m able to connect activities between different projects, using the Planning function but what would be really useful is if you could see that connection on the Gantt view. Is there anyway of seeing connected projects with IFS Apps 10 ? We have large projects which have dependencies from smaller projects, they need to be kept separate for accounting purposes but it does make it hard to see, at a scheduling level, the inter project dependencies. You can see it in the Gantt view, or maybe I’m misunderstanding? Just search for the projects you have links between. Thanks Anmise, I must be doing something wrong as I don’t see the connection in the Gantt view. I only see one Project, not the one it’s connected to. Is there a setting or something I’m missing to enable this ? Regards Lee Which client are you working in? Working in EE at the moment I see the dependencies within one pr
Within Apps 10 I’m able to connect activities between different projects, using the Planning function but what would be really useful is if you could see that connection on the Gantt view. Is there anyway of seeing connected projects with IFS Apps 10 ? We have large projects which have dependencies from smaller projects, they need to be kept separate for accounting purposes but it does make it hard to see, at a scheduling level, the inter project dependencies. You can see it in the Gantt view, or maybe I’m misunderstanding? Just search for the projects you have links between. Thanks Anmise,I must be doing something wrong as I don’t see the connection in the Gantt view. I only see one Project, not the one it’s connected to. Is there a setting or something I’m missing to enable this ? Regards Lee
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