Creating cost management projects

When you create a project in the Cost Management application you can assign work orders to that project in the Work Order Tracking application. You can then generate project cost information to track the financial resources required to complete the project.

About this task

After you assign the work order to a project or task, the project name appears in other applications in read-only format. To change the project or task to which the work order belongs, use the Work Order Tracking application.

Procedure

  1. On the toolbar, click New Project and specify a project name.
  2. Type a description for the project. By default, the application selects the Is Chargeable check box. This option allows you to charge costs to the project. If necessary, clear the Is Chargeable check box.
  3. Specify a type for the project.
  4. In the Parent Project field, assign the project to a parent project.
  5. Optional: Type the Budget and Budget Line information.
  6. In the Value field, specify the amount of money allocated for the project.
  7. Specify the status of the project, the start date, and the end data for the project. By default, the system assigns an APPR status to the project.
  8. In the Tasks table window, click New Row to add tasks to the project.
  9. Click Save Project.


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