Create Master Data: Investment Program, Project and Order 

Purpose

In this process, you create a complete investment program, which manages a project and an internal order as measures.

Process Flow

You can find the data for this process under .

  1. First you create an investment program. It consists of a program definition, the program positions and the hierarchical program structure.
  2. Define Investment Program

    Create Hierarchical Structure

  3. Then you create an appropriation request, from which you will later create a project for the implementation of the request.
  4. You create two different variants of the appropriation request. On one of them, you enter plan values and calculate preinvestment analysis figures. Finally, you will approve this variant.

    Create an Appropriation Request

    Create Variants

    Obtain Approval

    After you release the appropriation request, you create the structure of your project.

    Create Project and Release Appropriation Request

    Create Work Breakdown Structure

  5. In addition, you create an appropriation request that will generate an internal order. The costs of the order are planned using Easy Cost Planing.

Create an Appropriation Request

Plan Appropriation Request Using Easy Cost Planning

In order for the order to be created, you have to approve and release the appropriation request.

Approve an Appropriation Request

Release Appropriation Request and Create Order