Use this tab to work with project templates during an SAP Business One implementation. You can follow the steps to install and configure the application, according to specific business requirements, and record and track your progress.
To access this tab, from the SAP Business One Main Menu, choose
.From the dropdown list, select the number of levels to display. For example, if you select 3, the application displays each step, their child steps, and their grandchild steps. |
From the dropdown list, select the existing implementation project template with which you want to work. |
Select the checkbox after you finish a step to mark the step as complete. Note If you mark a step as complete, the application automatically sets the status to 100% and enters today's date as the finish date. End of the note. |
Displays the name of a step. |
Indicates whether the step has an additional description. If the step has a description, the table cell contains an icon. Otherwise, the table cell is empty. To view the description, click the Info icon. Note To add a description during the implementation process, on the Edit tab, click the Info icon for the relevant step. End of the note. |
Indicates whether the step has additional notes. If the step has notes, the table cell contains an icon. Otherwise, the table cell is empty. To view the notes, click the Notes icon. Note To add notes during the implementation process, on the Edit tab, click the Notes icon for the relevant step. End of the note. |
Indicates whether one or more files are attached to the step. If the step has attachments, the table cell contains an icon. Otherwise, the table cell is empty. To view the attachments, click the Attachments icon. Note To attach files during the implementation process, on the Edit tab, click the Attachments icon for the relevant step. End of the note. |
Enter the date on which you begin the step. |
Enter the date on which you complete the step. |
Displays the number of hours users have spent working on the step. To open the Time Record window, in which you can record the work of yourself and other users on the step, click the (Link Arrow). |
Displays the expected total number of hours required to complete the step and its child steps. |
A percentage value that indicates the progress towards completing the step. For example, if a user has spent one hour working on a step with a total planned time of two hours, then the application automatically sets the progress as 50%. If a user has spent four hours working on a step with a total planned time of two hours, and has still not completed the step, then the application automatically sets the progress as 150%. Values greater than 100% indicate that work on a step is behind schedule. However, you can manually enter percentage values to override the automatic values that the application calculates. The application automatically adjusts the background color of the cells in this column according to the value. Note If you mark a step as complete, the application automatically sets the value to 100%. End of the note. |