Purchased, manufactured and configured items can be added to the project phase.
Note: Each item line is added to the manual allocations. The total allocated quantity on a certain day is built up by using the quantities from the project/quotation item lines.
- Select the Work with projects menu item.
- You access Work with project orders. Select the project you want to work with and click Details.
- You access Phase maintenance. Select the phase to which you want to add an element and click Elements. (Tip: You can also access the element level of the project by clicking Level on this panel and selecting the Element level).
- On Phase element maintenance, click Add line to add an item to the phase.
- You access Element line maintenance. The line number is created automatically with intervals of 10, but can be changed. Complete the following fields:
- Item
- Enter the item to be connected to the phase.
- Warehouse
- Enter the warehouse in which the selected item is stored.
- Quantity
- Enter the item quantity that is ordered.
- Cost code
- Two input fields exist for this field. The first is mandatory and the second is optional. Enter one, or two, code(s) from the Project cost codes table defining the cost codes for this line. The default value for the first cost code, if not manually entered, is the cost code from the Item cost code table. The cost code is used to total up cost price and reported values for the project.
- Note: Cost codes must be defined both for the line and the project. If the cost codes entered here are not already defined on the project, they will be added automatically.
Click OK to confirm the creation of the phase element line. The information displayed on the panel is updated. You can now add another line to the project phase. Exit the routine.