Basic Info |
The Basic Info tab enables you to display and define each request for new equipment as a separate project ID for tracking purposes.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on project ID, requesting user ID, originating location ID, destination location ID, budget year, purchase year, status, and purpose, among other values. You can use the sort button to specify a sort sequence. If you do not specify a sort sequence, the IDs are listed in descending project ID order.
The field in the top section of this tab defines the data that displays.
Project ID
Identifier of the project currently selected in the grid or that you are defining. This field has a list box. The project description displays to the right of the ID.
Data in the fields in the bottom section of this tab define basic information about the project. Unless otherwise indicated, these fields are required.
Description
Description of the project. Free-format area.
Project template ID
Identifier of the template to which the project is assigned. You may modify the template ID on an equipment planning project if the project status is either REQUEST or PLANNED. Once a project status changes to ACTIVE, COMPLETE, or CANCELED, however, the template ID may not be changed.
Project templates are defined on the Data -> Equipment Management -> Equipment Planning -> Templates screen. The project ID from this screen displays on the Projects Assigned tab of that screen.
Department ID
Identifier of the department with which the project is associated. This field has a list box.
Sub-department ID
Identifier of the sub-department with which the project is associated. This field has a list box of department IDs with a Department type of SUB specified on the Roll-ups tab of the Data -> Setup -> Organization Structure -> Departments screen. This field is optional.
Requesting user ID
User who requested the project be completed.
Originating location ID
Identifier of the location defining the project.
Destination location ID
Identifier of the location to which the project will be delivered.
Budget year
Budget year to which the project will be charged. Required if the Date and time requested field on the Status tab is blank.
Tip: You can set a project to ACTIVE status and update this field simultaneously. This field is locked, however, if you are accessing a project that is already active.
Purchase year
Year in equipment for the project will be purchased. Required if the Date and time requested field on the Status tab is blank.
Tip: You can set a project to ACTIVE status and update this field simultaneously. This field is locked, however, if you are accessing a project that is already active.
Budgeted amount
Total amount budgeted for the project. This field is optional.
per equipment unit
Amount, per equipment unit, budgeted for the project.
Estimated base cost
Estimated cost to complete the project. This amount is calculated by multiplying the amount in the per equipment unit field by the number of equipment units in the project. Optional.
per equipment unit
Estimated cost, per equipment unit, to complete the project. This amount is calculated by adding the amounts in the Catalog options/Cost and Non-catalog options/Estimated cost fields on the Optional Equipment tab to the amount in the Estimated unit cost field on the More Info tab of the Data -> Equipment Management -> Equipment Planning -> Templates screen. This field is display only.