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Procedure documentationCreating Basic Data for a Project Definition

Prerequisites

Procedure

General Area

  1. Enter a name for your project.

    The name is language-dependent but you can enter a name of your choice.

  2. The unique, language-independent number has been entered by default. You can change this number provided that the project has not yet been transferred to the accounting system. The system checks whether the number has been assigned yet.

  3. Select a project type.

    You must create a project type before you can release a project. It defines whether the accounting integration functions are active, for example.

  4. Select a reason for the project.

    The project reason indicates why the project is being created.

  5. Specify persons responsible (see Persons Responsible for Project Elements).

  6. Enter a priority from 0-9 for the project.

    The priority solely indicates the importance of the project. It does not affect any other settings.

  7. Enter a description, as required.

    The description is language-dependent.

  8. If you want to release the project for processing, choose Release from the Change Status dropdown box.

    The system changes the current status from Created to Released. The project is now released for processing (see Editing Project Structures).

    Note Note

    Once you release the project you can no longer change the project type or the project reason and you cannot delete the project. You cannot change the order of the phases either.

    For more information about the status and the effects of changing the status, see Status of the Project Definition.

    End of the note.
Area

Task That Belongs to Master Project

This area only appears if the current project is a subproject. If you have at least display authorization for the master project it belongs to, you can open it in display mode by clicking the name. The system goes straight to the task that represents the subproject in the master project.

For more information about subprojects, see Work with Subprojects.

Program Assignments

This area only appears if the current project is part of a program. If you have at least display authorization for the program, you can open it in display mode.

For more information about programs, see Work with Programs.

See also:

Creation of Data for the Project Definition