Enter a New Project

Use the Project Maintenance (PSM) program to enter, change, or close a customer or engineering project. See Background and Road Map for more information.

Click New, enter NEW, or enter # if you want the program to assign the next available project number. Use the Numbering System Setup (XOC) program to set a project numbering scheme
OR

Enter a unique identifier (12 alphanumeric characters maximum) for the Project number you want to create. You can do this only if the Allow override? option is selected for Project Number in Numbering System Setup.

The program prompts Parent item no

Enter a number for the parent item (24 alphanumeric characters maximum) for this project. This number cannot be used in another active project or exist in your database.
Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Customer number	Conditional 10 alphanumeric	If this is a new customer, enter a unique customer number. OR Enter an existing customer's number or click the Lookup icon and use the standard lookup options to select the number from a list, or leave blank if this is an engineering project. If you enter a customer number that is in your database, the program displays the customer's name and address when you complete data entry. Entering a new customer number, displays the Customer button to enter customer information. You cannot change the customer number after you click OK.
Customer name	Conditional 35 alphanumeric	If this is a new customer, enter the customer's name or leave blank if this is an engineering project or an existing customer.
Customer prj no	Optional 25 alphanumeric	Enter the customer's project number.
Contact	Conditional/Optional 35 alphanumeric	Enter the customer contact name or leave blank if this is an engineering project.
Description	Optional 30 alphanumeric	Accept the displayed description or enter a description for the parent item for this project.
Requested by	Optional 35 alphanumeric	Enter the name of the person who initiated this project.
Entry date	Required 10 date	Accept the displayed date as the start date of this project, select another date, or enter a date shortcut. If the field is blank on an imported project, the program uses the terminal date.
Expiration date	Required 10 date	Accept the displayed date as the expiration date for this project, select another date, or enter a date shortcut. The displayed date is based on the entry for the Default no of months for project option in the System Options (XM) program (Manufacturing Options) for your manufacturing branch. If the field is blank the default is 12/31/9999.
Project code	Optional	Select a status code to define the project's stage of development. Set up status codes in the Project Codes Maintenance (TPUM) program.
ECL	Optional 4 alphanumeric	Enter the engineering change level for this item.
RRL	Optional 4 alphanumeric	Enter the routing revision level for this item.
Stocking UOM	Optional 4 alphanumeric	Select the stocking unit of measure for this item.

The program displays these fields for imported projects:

Field Name	Displays
Import order no	If you imported this project data with the Project Import (PSI) program, the number the system assigned to this project
User ID	The ID of the person who entered or imported this project header
Date entered	The date the project was entered or imported
Time entered	The time the project was entered or imported

(Conditional) Before transferring a project for an item that currently exists in your database, make the appropriate selections:

Field Name	Type / Max Length	Action / Description
Upd current RRL/ECL in IMB?	Optional	Select if you want to update the current routing revision level or engineering change level for this item in the Branch Item Maintenance (IMB) program or leave blank if you do not.
Repl existing BOM in MPS?	Optional	Select if you want to replace the existing bill of material for this item in the Bill of Material Maintenance (MPS) program or leave blank if you do not.
Upd costs to ICM?	Optional	Select if you want to update costs in the Item Cost Maintenance (ICM) program for all standard parts (parts that already exist in your live system) in this project, or leave blank if you do not. Note The program transfers costs automatically for new parts.
Create sales quote?	Optional	Select if you want to print or queue a sales quote from this project or leave blank if you do not. If you set up the Document Management System to print a project vendor quote request immediately, look for it on your default output device. If you set it to queue, run the Project RFQ Print Queue (PRFQPM) program to process the queue.
Replace existing notes?	Optional	Select if you want to replace the existing notes for this item or leave blank if you do not.

Press F10.
Accept the default rate amounts or percents or enter different values.

Field Name	Type / Max Length	Action / Description
Labor rate	Optional 14 numeric in the format 999999999.99999	Enter the rate to use only if you select a code for the Direct labor cd field for an operation that has no associated rate in the Labor Rates Maintenance (TLR) program.
Overhead rate	Optional 14 numeric in the format 999999999.99999	Enter the rate to use only if you select a code for the Overhead code 1 - 4 fields when you click Item Cost or in the Work Center Maintenance (WCM) program that has no associated rate in the Overhead Rate Codes Maintenance (TORC) program.
Machine rate	Optional 14 numeric in the format 999999999.99999	Enter the rate to use only if you select a code for the Overhead code 1 - 4 fields when you click Item Cost or in the Work Center Maintenance (WCM) program that has no associated rate in the Overhead Rate Codes Maintenance (TORC) program.
Setup rate	Optional 14 numeric in the format 999999999.99999	Enter the rate to use only if you select a code for the Setup labor cd field for an operation that has no associated rate in the Labor Rates Maintenance (TLR) program.

Click OK.

The program displays Project number [number] has been created OK.
Click OK.

Choose the appropriate options:

Do This

Change a field

Move the cursor to the field and make changes. Click Apply to accept the changes or click Cancel to reject changes.

Delete this project

Click Delete. The program prompts Do you want to delete this record?. Click Delete to delete this entire project or click No to retain this project.

Display additional fields

Click Other info.

Enter notes for this project

Click Notes. See Enter Notes.

Enter an item, its branch information, and costs

Click Inventory and then:

Click	To enter a/an
Item	Item record. See Enter an Item for a Project or Enter Vendor Pricing for a Project Item.
Branch	Branch record. See Enter Branch Information for a Project Item.
Item cost	Cost record. See Enter Costs for a Project Item.
Back	End this action.

Enter quantities, profit, commission, and discount percents

Click Proj qtys. See Enter a Project Quantity.

Enter a bill of material

Click BOM. See Enter a Project Bill of Material.

Enter a routing

Click Routing. See Enter a Routing.

Enter new customer information

Click Customer. See Enter a New Customer.

This button displays only if you entered a new customer and a new Customer number.

Enter miscellaneous costs

Click Misc costs. See Enter Miscellaneous Costs.

Calculate costs for project quantities

Click Roll up.

Display the project and unit costs for project quantities

Click Summary. See Display a Project Summary.

Print documents for this project

Click Print and then:

Click	To print a project
Customer	Estimate for this customer. See Print or Reprint a Customer Project Estimate.
In-house	Summary for your use. See Print Project Summaries.
Cost report	Material cost report for your use. See Print a Project Indented Cost Report.
Back	End this action.

Transfer this project to your database

Click Transfer. See Transfer a Project.

Close this project

Click Close proj. See Close a Project.

Display the sales quote generated by this project or the sales order line if the sales quote has been transferred

Click Order. See Enter a Sales Quotation or Display a Summarized Sales Order.

This button displays only for a transferred customer project.

Accept the data and exit

Click OK.

When you click OK or Cancel enter another project or exit the program.