For Cloud customers this might be cool as well, BTW you can generate GIF as well using PowerPoint adding a full screen video and saving the PPT as .GIF.
Effective stakeholder management all start with getting the basics rights; Correct Planning, Timely information and effective project follow up.Get the users to use IFS Cloud in the most integrated manner Use the lobbies and centrals to communicate project information Connect you IFS Cloud to a reporting tool like Power BI to create effective/meaningfull report on a tactical and strategic level.This are the big building blocks for effective stakeholder management, having basic IFS project management functionality already typically improves the current way of working (MS Project or Excel). Don’t directly expect you can elevate all the processes within the organization at once, but with IFS you’re on the right track.
Does the resource have the following setup on the resource structure? This should make it possible to get the resource ID on the customer side of the transaction, also showing it on the resource tab of the customer project.
Maybe the pricing issue we should leave out of this, because if it is coming from the employee that is also fine. And indeed I’m naming the ‘master’ project the customer project.You can get the resource ID on the customer project as well, if you link the MCPR employee to the resource group in that company. Than you can judge the burn rate on your customer project, it will show in you customer project as reported hours based on the MCPR transactions.And if the MCPR employee is linked to the resource group you can even use the employee allocation in the customer project as well.
I would suggest to only plan the resource on the ‘master’ project. this prevents duplication. As well as having a single recharge activity to another company. With the IC recharge price list on that single project. Since the details of the project to recharge is already captured in the MCPR link.CA10 to US10RECHARGE.SP.100 to P1000.10.10 to P1001.10.20But this would mean that you have to include the company/location in the resource group sequence.What I typically suggest is a structure like this;Project Managers (no individuals)Project Manager CA Caleb John .. Project Manager US Carrie Meghan ... Project Manager ..
Is this regarding the resource structure in IFS?The companies that you want to report MCPR on should be in the connections | companies tab The resource individual should be linked to the resource group in the ‘Customer’ company as wellDuring the implementation at a customer we made an event for this, automatically connecting the resource to the default resource group when a MCPR-Employee was created. (we stored the default group in an employee property in the employee file, since the allocation to a resource group was handled in a different application.Hope this helps.
Hi Claire,This can’t be fixed with standard IFS… the vision of R&D at the time was that they will not change the total without manual entry by the user. This to prevent budgets to compound amount above their initial EAC. You could write an event (RMB/command button) to update all the negative amounts to 0. When I was testing for APPS10 I shared this with the Projects team to at least give the user the option to choose. If you think it is still a good idea you could raise an idea here and get it upvoted.BR/Marten
If it becomes more often that you bigger projects, you can also have a look at the Sales Contracts module. This is for bigger multiyear contracts which are typically not solely connected to a logistical delivery.
IFS is working the ESG roadmap, EU Taxonomy reporting is part of the discussion held at R&D. In the following link you can find what IFS has disclosed about ESG/CSRD. https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&cad=rja&uact=8&ved=2ahUKEwjNie6M_qKCAxV42gIHHZBsAwEQFnoECAwQAQ&url=https%3A%2F%2Fwww.ifs.com%2F-%2Fmedia10%2Fproject%2Fifs%2Fifs%2Fassets%2Fifs_sr_2022v30-(1).pdf&usg=AOvVaw20RTlTPjkZGWDhXbrRP2dn&opi=89978449
Thanks Kirsten, you’ve been an asset to the IFS Family, sad to see you leave. Hopefully the future is bright for you and wish you all the joy in your future endeavors!
Would (4) Sites be feasible, one for Production, one for Warranty, etc.? This would also help in setting up a warranty/service organization, typically they are steered differently. Made the suggestion as well once to a customer. That resonated quiet well with their requirements.
There is a really good Academy training for IFS Business Planning (Course ID: SOONFINBP202111), I’m sure that you will find the exact answers there. Including how to write it back from Excel.But to answer your question;I think you should execute the rules from the Tab Planning Rules Execution on the Business Plan itself.
Hi Charlie,Workorder Time Transactions indeed to not trigger project transactions. Project transactions are only triggered when directly reported on the activity and not via and object connection like PO, WO, SO etc. Though there are always exceptions to the rule, you’re allowed to generate a project transaction when you issue a material directly from the Misc Demand (this can either be done using an RMB or you can default get a prompt when selecting “ Propose Project Transaction” on the projects setting tab. Hope this helps, or at least give you the answer you need.
Hi Tharindu,I think you can find the answer in the following topic;Track IFS logins | IFS CommunityHope this helps!
Please see an instruction manual below.
You might have a look at Report Rules, I think there is an option to give a notification when there are 2.I don’t think you can increase the size of the dialog box, unless with a customization. But there is another way solve it with a warning, or being creative with the Report Rules.
Hi Thushan, IFS uses the workdays per period as a basis for spreading. Therefore, the amount per period will vary. BR/MR10
Please note that these ID’s are also in the GL Vouchers, preposting information, Purchase order Header (in case of Project Unique Procurement) etc etc. I would suggest to make a dumb custom field with the new value and generate the new projects with the new sequence. BR/Marten
No, there is no way to repair this. (6 years Project Management Consultant)
In Standard IFS this is not possilbe.Creating an Activity with Tasks might give a solution with a custom event;Progress Template ID = Work Task Template ID Event on New Progress Template on Activity Task Create WorkOrder from the WorkTaskTemplate similar to Progress Template ID This is how I would do this.
That's odd indeed, maybe report a bug for this. In the PMRP it does.
Typically you store this on the inventory part, so upon order you order an additional X-%. Making it part of you structure basically removes the possibility to analyze the actual scrap percentages (since you loose the Net Eng Qty). You could make a custom field calculating the amount of scrap but that would be around it.
If you structure the CBS in a way that you can see the GM, you are able to select the Activity in the Project Forecast and see the GM per activity.Refresh snapshot will give you the option to update the forecasts.
Only with Custom EventsSome ideas;Add Project Tasks (which are copied upon ‘Copy Project’), upon creation of the specific tasks Work Orders are generated (Progress Template could be a field to allow checks so that only for these specific tasks WO are generated)Or add an Activity Class + value to trigger the creation of Work Orders.
Unless you get really creative with profile with a valid from and to date, creating a lot of spread profiles since it will only work from 1-1-YY to 31-12-YY. But I don't see another option then manual for these things.What could be an option is to solve this in the reporting and round everything on thousands. This will for the majority of projects provide enough inside about the profitability/margins.
Already have an account? Login
No account yet? Create an account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.
