Evaluate Project Connected Objects

Explanation

Perform this manual activity to review details of the connected objects of a project. The activity includes reviewing information about the various object types connected to each activity, including information about the cost/revenue element used. Each object connection shows details of any cost, revenue and hours incurred.

The object types that can be connected to an activity are as follows:

Active Round Work Order
Active Separate Work Order
Activity Estimate
Activity Resource
Change Order
Customer Order Invoice Line
Customer Order Line
Customer Order Line Revenue
Design Object
Document Package
DOP Header
External Invoice Posting Row
Forecast Demand
General Ledger Voucher Row
Historical Round Work Order
Historical Separate Work Order
Invoice Posting Row
Invoicing Plan
Material Requisition Line
Project Inventory Transfer
Project Miscellaneous Demand
Project Transaction
Project Transaction Revenue
Purchase Order Change Order No Part
Purchase Order Change Order Part
Purchase Order Line No Part
Purchase Order Line Part
Purchase Requisition Line No Part
Purchase Requisition Line Part
Requirement Activity
Sales Contract Project
Shop Order
Shop Order Requisition
Sub Contract Project
Task
Voucher Row

Prerequisites

None.

System Effects

None.

Window

Project Navigator/Connections
Activity/Connections
Project Connections

Related Window Descriptions

Project Navigator/Connections
Activity/Connections
Project Connections

Procedure

Analyze activity connected objects in the Connections tab:

1. Select the desired activity.
2. Select each object connection line.
3. Observe the cost, revenue, hours and progress information for each object.

Analyze activity connected objects in the Project Connections window:

1. Query the desired records to be analyzed. For example, it is possible to query a project ID, specific activities, object types or project cost/revenue elements.
2. Alternatively in the Project Navigator/Activity/Cost and Hours tabs or the Summary tab, select the desired rows, right-click and click Project Connection Details to view the relevant records in the Project Connections window.
3. Observe the costs (estimated, planned, baseline, planned committed, committed, used and actual) per connected object and per project cost element.
4. Observe the revenue (estimated, planned, preliminary, posted and actual) per connected object and per project revenue element.
5. Observe the hours (estimated, planned, baseline, planned committed, committed and actual) per connected object and per project cost element.