SAP B1 Add-on Project ManagementV1.2

8/12/2019 SAP B1 Add-on Project ManagementV1.2

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PROJECT

MANAGEMENT

Version 1.2


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TABLE OF CONTENTS

Project Management for SAP Business One ............................................................................................. 4

1. Tracking prospective buyers: ...............................................................................................................

!efine interests of t"e prospective buyer................................ ............................ .................... .....

Track t"e progress of fo##o$%ups ....................... ............................ ................... ............................

&uotation to t"e customer ........................ ........................... ........................ ....................... ........ '

Or(er confirmation )Optiona#* ..................... ........................... ....................... ........................... ... '

Sa#es +nvoice )Sa#e !ee( $it" t"e customer*: ..................... ............................ ................... ........... ,

-ina# insta##ment (uring t"e "an(%over possession ..................... ............................ ................... ...

/. 0an( Acuisition ..................................................................................................................................

!efine master (ata for t"e se##er ....................... ............................ ................... ............................

Process to (efine 0an( Acuisition .................... ............................ ................... ............................ 2

Set%up activities ....................... ...................... ............................ .................... ........................... ... 2

Activity !efinition ....................... ...................... ............................... ................... ......................... 2

Project 3"art $it" a## t"e 0an( Acuisition activities ........................ ....................... ................... 1

4. Pre%!eve#opment Activities: .............................................................................................................. 1

5esource !ata: ............................ ...................... ............................... ................... ....................... 11

Pre%reuisites: ............................ ...................... ............................... ................... ....................... 11

Any number of fi#es can be attac"e( to a task: ........................ ............................ .................... ... 16

Task !etai#s: ........................ ...................... ............................ ................... .............................. .... 16

. Project 78ecution: .............................................................................................................................. 1/

5esource Master: ........................ ...................... ............................ ................... .......................... 1/

3reating a 9e$ Project: ......................... ......................... ........................... .......................... ...... 1/

Project !etai#s:............................ ...................... ............................... ................... ....................... 14

Project P#anner Main Screen: ....................... ........................... ....................... ........................... . 14

3reate 9e$ Task )A(( 3"i#( A(( Sib#ing* .................... ............................... ................... ............ 1

Task 7(it );enera# Tab*: .......................... ........................ ........................... .......................... ...... 1

Task 7(it )5esource Tab*: .......................... ............................ ....................... ........................ ...... 1'

Task 7(it )Prereuisite Tab*: ...................... ............................ ...................... ......................... ...... 1'

Task 7(it )Attac"ments Tab*: ....................... .......................... ......................... ........................ .... 1,


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Task 7(it )Task !etai#s Tab*: ....................... ........................... ........................ ....................... ...... 1,

'. 5eports: ............................................................................................................................................. 1

5esources P#anning .......................... ....................... ........................... .................... .................... 1

Project 3osting )3ost of 7ac" Task $it" Tasks Start !ate an( 7n( !ate* ............................ ......... 12

Project Status........................... ...................... ............................ .................... ........................... . 12

,. Purc"ase Scenarios ............................................................................................................................ 6

Purc"ase Or(er for 5a$ Materia# ......................... ............................... ................... .................... 6

0ink Project ......................... ...................... ............................ ................... ............................... ... 6

Purc"ase Or(er for Services ......................... ........................... ....................... ........................... . 61 Payment +nsta##ments to t"e consu#tant ..................... ........................... .................... ................. 61

5unning account bi## on t"e basis of PO )3ontractor


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Project Management for SAP Business One

In the following ages! we will co"er how #usiness rocesses of Construction

In$ustr% ha"e #een mae$ with the Solution! CO& for SAP Business One'

Scenario &( )e"eloment of %our own roert%

A. When it is your own development projet! the ore "usiness #untions will "e $s #ollows%

&e$ds ' opportunities #or development ( re)development

&$nd $*uisition Proess

Pre)development $tivities e.+. &e+$l ' Government #orm$lities

Property ,evelopment

-ell ( &e$se

M$inten$ne

. Other m$jor support #untions will "e%

&i$sonin+ with ro/ers Coordin$tion with Government ' other A+enies

Coll$"or$tion with usiness P$rtners suh $s Arhitets! RCC

Consult$nts! &$"our $nd other Contr$tors et.

C. ,ep$rtment)wise roles will "e $s #ollows%

$. Prourement% There will "e spei$li0ed personnel de$lin+ with

&$nd ( Property $*uisition ' +ener$l prourement will inlude

"uildin+! eletri$l ' other m$teri$ls.

". -$les% -$les st$## need to%

Tr$/ prospetive "uyers ' /eep $ #ollow)up list.

Guide them throu+h v$rious le+$l ' other #orm$lities

Ne+oti$te ' lose the s$le.

-u"se*uently send p$yment reminders $s per the $+reement.

. En+ineerin+ ' development%

Coll$"or$te with Arhitets! -trutur$l En+ineers #or the

desi+ns et.

Coordin$te with -ite En+ineer ' the ontr$tors durin+ the

development Ph$se.

Per#orm *u$lity he/s on projet ompletion.

d. M$inten$ne%

Attend to the ompl$ints o# the ustomers.

Allo$te m$inten$ne $lls to respetive ontr$tor.

1eep tr$/ o# $lls till they $re resolved.

e. Aounts ' 2in$ne%

Routine $ountin+.

Projet ostin+. ,e#ine! monitor ' ontrol "ud+ets.

C$sh)#low m$n$+ement.

Provide re+ul$r P'& st$tus to the top m$n$+ement.


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&'Trac*ing rosecti"e #u%ers(

)efine interests of the rosecti"e #u%er

Trac* the rogress of follow+us


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,' Sales Process(

-uotation to the customer

Or$er confirmation .Otional/


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Sales In"oice .Sale )ee$ with the customer/(

As you $n see! the s$nned opy o# the $+reement $n "e $tt$hed #or #uture re#erene.

$sed on the ompletion o# $ projet st$+e3 you $n set)up p$yment

inst$llments $lon+ with the s$le $+reement%


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Final installment $uring the han$+o"er ossession

0' Lan$ Ac1uisition

)efine master $ata for the seller


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Process to $efine Lan$ Ac1uisition

Set+u acti"ities

4ser $n de#ine v$rious $tivities rel$ted to &$nd A*uisition in Projet Pl$nner with

v$rious det$ils li/e Gener$l ,$t$! Resoure ,et$ils! Prere*uisites! Att$hments $nd

$tu$l t$s/ det$ils to $lul$te the ost $nd e5penses #or l$nd $*uisition proess.

Acti"it% )efinition


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Project Chart with all the Lan$ Ac1uisition acti"ities

2' Pre+)e"eloment Acti"ities(

4ser $n de#ine t$s/ #or Pre)development $tivities li/e $"ove sreen shot with Reminder! resoure

det$ils! prere*uisites! $tt$hments $nd $tu$l t$s/ det$ils.


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3esource )ata(Allo$te roles ' responsi"ilities to spei#i dep$rtment st$##

Pre+re1uisites(

A spei#i t$s/s $n "e dependent on the other t$s/.


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An% num#er of files can #e attache$ to a tas*(

Tas* )etails(

4ser $n enter 6$tu$l time spent7 #or the t$s/ to $lul$te $tu$l ost o# the t$s/.

This will "e used to tr$/ 6projeted 8s. $tu$l7 time.


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4' Project E5ecution(

3esource Master(4ser $n de#ine resoures whether it "e items! l$"our! onsult$ny #ees or $ny other

non)inventory items $lon+ with their osts.

Creating a New Project(

4ser $n re$te $ny num"er o# projets or edit e5istin+ projets.


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Project )etails(

While de#inin+ new projet! the "$si in#orm$tion re*uired will "e the Projet N$me!

Customer Code 92or own Projets 6:ntern$l Customer7 will "e seleted;! -t$rt ' End

,$te $nd the time. The user de#ined here "eomes the projet owner.

Project Planner Main Screen(

,e#ine t$s/s! su")t$s/s! $tt$h resoures! de#ine st$rt d$te! time $nd end d$te! time.

The osts will "e $lul$ted $utom$ti$lly "$sed on the osts de#ined in the resoure

m$ster. 4ser $n re$te new t$s/s throu+h 6Add -i"lin+7 or 6Add hild7 "uttons.

Editin+ ' deletion o# t$s/s is possi"le. While deletin+ the t$s/s! system will $s/ user

#or dou"le on#irm$tion. :# user h$ve hild t$s/s $tt$hed3 user h$ve to "e e5tr$

$re#ul "e$use $ll those will $lso "e deleted. Ple$se #ind the det$iled desription in

#ollowin+ p$+es.


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Create New Tas* .A$$ Chil$ 6A$$ Si#ling/

Tas* E$it .7eneral Ta#/(

The "$si det$ils o# the t$s/s $n "e edited throu+h Gener$l T$". Priority is just $

te5t 6in#o7 #ield only. < ompletion $n "e edited m$nu$lly "$sed on the t$s/

owner=s jud+ment. One the t$s/ is >??< omplete! it "eomes re$d only. :n this

version! the ,oument Gener$tion ( Re#erene is $+$in only #or 6in#o7. @ou $n /eep

tr$/ o# v$rious -AP > m$r/etin+ douments $lon+ with their Nos. Reminders

$n"e set $ #ew minutes "e#ore the st$rt time3 the minutes $n "e user)de#ined.

Closed 6he/ "o57 is used #or pre)losures only.


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Tas* E$it .3esource Ta#/(

:n this t$"! you $n de#ine multiple resoures ' $llo$te spei#i d$tes ( time #or

per#ormin+ the t$s/. -ystem will show you the tot$l ost.

Tas* E$it .Prere1uisite Ta#/(

Multiple pre)re*uisites $n "e de#ined #or e$h t$s/. The system will +ive w$rnin+

mess$+e i# the depend$nt t$s/ ompletion 9i.e. editin+ 6T$s/ det$ils7 t$";!

Documents

SAP B1 Add-on Project ManagementV1.2