Back | Forward

Projects


If the Equipment Planning module is installed, the Projects screen displays and defines projects for equipment planning.  Projects track specific equipment replacement and/or fabrication activities. They represent attributes of a single unit or group of units. You can define each request for new equipment as a separate project ID for tracking purposes.

To learn more about each tab's functions and fields, click the applicable hyperlink.

Basic Info

Information about equipment planning projects, including ID, template, department, location, and costs

More Info

Additional information about projects, including associated production run, assembly method, and shipments mode IDs

Status

Current project status information, such related dates and times as well as approval, purpose, and exception information

Optional Equipment

Catalog and non-catalog items that are optional equipment for the equipment units requested by the project

Equipment Requested

Identifiers and summary information about the equipment requested on projects

Equipment Replaced

Equipment units to be replaced by equipment requested on projects

Comments

Comments about projects

Justification

Circumstances that justify the project

Files

Files associated with equipment planning projects

Event/Approval Tracking

Events in the project, including their approval

Change Costs

Costs incurred due to changes in the project

Staff Info

Accumulated labor charges incurred by employees because of changes to the project

Open Work Orders

Open work orders for equipment requested on projects