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Select the “Maintain Project Master” activity under “Time sheet Billing and Administration”.
The “Maintain Project” page appears.
Enter the following field details in the header:
Organization Unit |
From the drop-down list box, select the required option. The combo is defaulted with the login OU for you to choose. Mandatory. |
The system displays the following:
Date Format |
The date format that is applicable to the login user. |
Enter the following field details:
Project ID |
The unique identifier of the project. Mandatory. Help facility available |
Project Description |
A description of the project. Mandatory. |
Department |
The department which deals with the project. Help facility available |
Cost Center |
The name of the cost center. Mandatory. Help facility available |
Effective From Date |
The start date of the project. Mandatory. |
Effective To Date |
The end date of the project. |
Reporting Group |
From the drop-down list box, select the reporting group of the project. The system loads the user defined values. The system displays “Not Applicable” by default on launch of the page. |
Billing Rule |
From the drop-down list box to select the billing rule of the project. The system displays “Employee Rate based” as option if the timesheet type of system process parameter is “Basic”. The system displays “Flat Fee Apportioned”, “Fixed Monthly”, “Milestone”, “Non Billable/Internal”, “New Joinee Pool”, “Output Based”, “Resource Pool/Branch” and “Role/Slab Based” if the timesheet type of system process parameter is “Advanced”. Mandatory. |
Created at OU |
The logged in OU is displayed on save. When already created projects are fetched from executed OU, this would display created OU. |
Remarks |
Key in any remarks or feedback, if any. |
Standard Hours/Per |
The standard hours per day/month/week (from the drop-down list box, select the required option. The combo is loaded with the values “Day”, “Month” and “Week” for you to choose). |
Enter the following field details in “Applicable Dates for Time Entry” multiline:
From Date |
The start date from which the employee can enter the timesheet details for the project. Note: This date must be the same as or greater than the project effective start date. |
To Date |
The end date until which the employee can enter the timesheet details for the project. The “To Date” will be defaulted even if it is not entered. Note: This date must be the same as or less than the project effective end date. |
Status |
From the drop-down list box, select any one of the following options: · “Open” indicates the time sheet details can be entered for the specified range of dates. · “Closed” indicates that the time sheet entry is closed and no more entries can be posted for the specified range of dates. Note: Only one record can be of “Open” status at one instance. The drop-down list box is loaded with the values defined in the Additional Masters |
Enter the following field details in “Applicable PO” multiline:
PO |
The unique identifier of the purchase order. Help facility available |
From Date |
The date from which the purchase order is applicable. This date must be the same as or greater than the project effective start date. The “From Date” will be defaulted even if it is not entered. |
To Date |
The date until which the purchase order is applicable. This date must be the same as or less than the project effective end date. The “To Date” will be defaulted even if it is not entered. |
Planned Effort |
The number of estimated in months required to complete the specific project. |
Effort UOM |
From the drop-down list box, select the required option. The combo is loaded with the values “Months”, “Days” and “Hour” for you to choose. The system displays “Months” by default on launch of the page. |
PO Value |
The purchase order value. |
Remarks |
Key in ay remarks or feedback, if any. |
The system displays the following in the “Applicable PO” multiline:
Customer Name |
The name of the customer. |
Billing Basis |
The system displays any one of the following basis for billing: · “Hourly” indicates that the billing is done on an hourly basis for the project. · “Monthly” indicates that the billing is done on a monthly basis for the project. |
Currency |
The PO currency used for computing the billing amount. |
SOW ID |
The unique statement of work identifier. |
STPI Location |
The location of the Software Technology Park of India (STPI). |
Enter the following field details in “Map Managers to Project” multiline:
Employee Code |
The code of the employee. Mandatory. Help facility available |
Employee Name |
The name of the employee. |
Role |
From the drop-down list box, select the required role. The combo is loaded various roles for you to choose. Mandatory. |
From Date |
The date from which the manager is mapped to the project. This date must be the same as or greater than the project effective start date and the employee joining date. The “From Date” will be defaulted even if it is not entered. Mandatory. |
To Date |
The date until which the manager is mapped to the project. This date must be the same as or less than the project effective end date. The “To Date” will be defaulted even if it is not entered. |
Click “Save” pushbutton to save the details entered.
To edit/delete the project details:
Enter the Project ID to be edited/deleted.
Click on the “Get” pushbutton.
The system retrieves the details.
To edit, edit the details and click on the “Save” pushbutton.
Note: You are allowed to edit all the details other than the Project identifier.
To delete the details, click on the “Delete” pushbutton.
Note: Deletion is possible only if the Project ID does not have any time sheet booking.
To Proceed
Select the “Maintain Project Additional Details” link at the bottom of the page to record the additional details of the project.
6 Hyperlinked topics below
Use this page to create, edit or delete the project details.