Maintain Project Milestones
|
|
|
|
|
Select the Maintain Milestones link under the Project Definition business component.
The Maintain Project Milestones page appears.
The system displays the following details in the header.
|
Status |
The status of the project / sub project. The status of the project can be Fresh, Draft, Approved, Revised, closed and short closed. |
Enter the following details in the header:
|
Project Code |
The unique code identifying the project. (Alphanumeric, 70). On press of the Enter key the system retrieves the project details according to the project code entered here. |
|
|
The system displays the following details in the header.
|
Project Name |
The name of the project. |
|
Project Type |
The type of the project. |
|
Project Manager |
The name of the project manager. |
|
Revision No. |
The unique number identifying the revision number. |
|
Revision Date |
The date on which the project was revised. |
|
Milestone Revision Id. |
The unique id identifying the milestone revision. This number gets incremented each time when the milestone is modified. |
|
Milestone Version Date |
The date on which the milestone was versioned. |
|
Currency |
The currency in which the milestone is denoted. |
Enter the following details in the header:
|
Milestone Type |
Use the drop-down list box to specify the type of milestone for maintaining the project. The combo is loaded with “Payable”, “Billable” and “Sales Order Milestones”. The system displays “Billable” by default on launch of the page. |
Enter the following details in the "Milestone Details" multiline:
|
Milestone |
The unique number identifying the milestone. (Alphanumeric, 70). |
|
Milestone Desc. |
The descriptive information of the milestone. (Alphanumeric, 150). |
|
Cost Centre |
Use the drop-down list box to specify the cost centre for the project milestone. The combo is loaded with the cost centre’s which are mapped to the project. |
|
Amount |
The amount pertaining to the milestone. (Numeric, 28). |
The system displays the following details in the "Milestone Details" multiline:
|
Balance Amount |
The balance amount pertaining to the milestone. |
Enter the following details in the "Milestone Details" multiline:
|
Customer Code |
The unique code identifying the customer. On press of the Enter key the system retrieves the customer name and displays it. (Alphanumeric, 18). |
|
|
Help facility available. |
The system displays the following details in the "Milestone Details" multiline:
|
Customer Name |
The name of the customer pertaining to the customer code entered. |
Enter the following details in the "Milestone Details" multiline:
|
Planned Bill Date |
The date on which the bill was planned. (Date format). |
|
Revised Billing Date |
The revised date for billing . (Date format). |
The system displays the following details in the "Milestone Details" multiline:
|
Milestone Completion Status |
The milestone completion status. Updated upon reporting milestone completion |
|
Milestone Completed On |
The date on which the milestone was completed. Updated upon reporting milestone completion |
Enter the following details in the "Milestone Details" multiline:
|
WBS Id. |
The unique id. from the work breakdown structure. On enter of this id the system retrieves the task code, task description and status of the task and displays in the multiline. (Alphanumeric, 20). Ensure that the entered WBS id. exists. |
|
|
Help facility available. |
The system displays the following details in the "Milestone Details" multiline:
|
Task Code |
The unique code identifying the task. |
|
Task Desc. |
The descriptive information of the task. |
|
Task Status |
The status of the task. |
|
SO No |
The unique number identifying the sale order. |
|
Amend NO |
The unique number identifying the amendment of sale order. |
|
SO Line No |
The unique line number identifying the sale order. |
Note: The milestone details which are mapped to the sale order, displayed only when “Milestone Type” combo is selected as “Sale Order Milestone”.
Enter the following details in the "Milestone Details" multiline:
|
Remarks |
The additional information of the project milestones, if any. (Alphanumeric, 150). |
Click the "Maintain" pushbutton to maintain the project milestone details.
Click the "Approve" pushbutton to approve the project milestone details.
Click the "Revise" pushbutton to revise the project milestone details.
To proceed, carry out the following:
Select the "Report Milestone Completion" link at the bottom of the page to launch the report milestone completion page.
Select the “Task Dependency” link at the bottom of the page to launch the task dependency page.
Select the “Operational Checklist” link at the bottom of the page to specify the operational checklist details for the project.
Select the Attach Notes link at the bottom of the page to attach note details.
The system displays the following in the Data History group box:
|
Created By |
The login ID of the person who created the project milestone details. |
|
Created Date |
The date and time on which the project milestone was mapped. |
|
Last Modified By |
The login ID of the person who modified the project milestone details lastly. |
|
Last Modified Date |
The date and time on which the project milestone details was modified last. |