Material Management in the Project Planning Board 

Use

You use the functions described here to manage your project material components directly in the project planning board.

Features

Gantt Chart

In the Gantt chart you can carry out the following functions. These functions refer to a selected WBS element or network activity. It is not possible to select individual components in the Gantt chart. To do this, call up the component overview.

Function

Menu Path

Comments

Create component assignments

Edit ® Create...

See Creating Project Objects

Check material availability for the network

Edit ® Functions ® Material availability (network)

Carries out a material availability check for all the components in the network assigned to the selected WBS element.

See also: Material Availability Check.

Activate purchase requisition/reservation

Edit ® Functions ® Activate Purc Req/Res.

Irrespective of the settings in the component detail screen, you can use this function to manually create purchase requisitions or reservations for a WBS element.

See also: Activating Requirements.

Component Overview

Several more functions, for individual components, are available from the component overview. Apart from detail screen, which can also be called up by double-clicking on the component, all functions are called up from the context menu.

Function/Menu Entry

Comment

Available quantity

The system displays the component availability as a bar chart in the component overview.

Availability check

An availability check is carried out for the selected component.

For more information, see Material Availability Check.

Detail screen

Opens the component detail screen for the selected component.

For more information, see The Component Detail Screen.

GR/GI list

A further window opens with procurement details, such as document (purchase requistions or reservations etc) details and details of goods movements etc.

Explode BOM

If the selected component has a bill of material, this is exploded, either level-by level or the whole structure (multi-level).

For more information, see Exploding the Bill of Material.

Dates overview

If you have maintained the requisite settings in Customizing for Monitoring Dates, the systems displays the dates overview.

Reassign

You use this function to reassign a component from one activity to another in the same network.

Create document

You can create a document (document info record and if necessary original application file) that is assigned to the component

Be sure to a document type that can be assigned to a material component.

For more information, see Document.

Document overview

Provides an overview of documents assigned to the component.

Delete

Deletes the component assignment, if this is allowed, that is if there are no open procurement documents such as purchase requisitions or reservations for the component.