Long Business Systems, Inc

Transcription

1 1 Long Business Systems, Inc Management Software Solutions We help businesses manage for success Indiana Kentucky Ohio Pennsylvania

2 LBSiMonthly Lunch and Learn Series: August 2018 Project Management in 9.3 Presented by: Sheryl Nocera, Senior Consultant LBSi Agenda: Enable Project Management Authorizations and Licenses Project Management Overview Features new to 9.3 Tip of the Day 2

3 3 Enable Project Management Go to: Administration/System Initialization/Company Details/Basic Initialization Tab:

4 Project Management Module Once you enable Project Management in the Company Setting, the Project Management Module is available on the Main menu: Copyright 2016 LBSi * Pearl Rd., Suite 2A * Strongsville, OH

5 Authorizations & Licenses Go to: Administration/System Initialization/Authorizations/General Authorizations Users must have a Professional License to work in the Projects Management Module 5

6 6 Project Management Overview Go To: Project Management/Project

7 Overview Tab: Displays Information at a high level relevant to the Project Ability to track Internal or External (linked to a BP) projects Ability to attach subprojects Critical dates and status of project Complete % Number of Activities linked to project Link to Financial Project Ability to define Risk Level, Industry and Comments The table will display either: Tasks relevant to the project with their hierarchy, fulfillment and status Subprojects of the project with their hierarchy, fulfillment and status Golden Arrows allow user to access to either 7

8 8 Subprojects Tab:

9 Subprojects Tab: Appears if the Subprojects check box is checked on the header of the document. A Subproject is treated as a sublevel project. One project can contain several subprojects, each of which can contain subprojects as well. The tabs in the Subproject window are the same as in the Project Window. Once a Subproject is added, you can use it as a template to add additional subprojects. On the Add New Subproject Button, click the arrow on the right side of the button and choose Add Subproject from Template. The button changes names to Add Subproject from Template. Click the button and choose from the previously created subproject. You can delete Subprojects by right-clicking on the subproject row and choose 'Remove Subproject'. 9

10 Stages Tab: 10

11 Stages Tab: More than one task can be related to a stage. When you highlight a row in the table, the sections below the main table contain information related to the stage in the selected row. To view and manage the information, click the black arrow to expand the section. Can indicate Stage Dependence Specify if finishing the stage is dependent on finishing one or more other stages. If a stage is dependent on another stage, it means that you cannot finish the stage until the stage it is dependent on is finished. NOTE - A stage can be depended on a subproject. Open Issues, Attachments, Documents, Work Orders and Activities associated with the specific tasks are managed on this screen 11

12 Stages Tab: Stages Tab - Defining Open Issues: Select or define the Area and Priority. Solutions are maintained in the Knowledge database You cannot mark a stage as finished if there are linked open issues Stages Tab- Adding Attachments Similar to adding attachments to other documents or Master Data records in SAP B1 Stages Tab - Adding Documents Select the Doc Type and Doc Number. When you open the Project window, if there have been documents created in the system with the relevant financial project, a dialogue box appears asking you if you want to assign the unassigned documents. Stages Tab Work Orders: If a production order is assigned to the financial project and is linked to the project, the document will be available to choose in the lookup of the document number tab. Stages Tab- Activities Select the desired activity from the activity field to link it. 12

13 Summary Tab 13

14 Summary Tab Provides a financial overview of the Project On the Subproject window, displays values for the subproject only On the Project window, displays values for the entire project, including the subprojects. AP/Costs on the Left, AR/Revenues in the middle, Work Order costs and pertinent dates on the right. Remarks and Attachment Tabs Operate as other Remarks and Attachment tabs in SAP. 14

15 Features New in 9.3 Create stage dependencies across different project levels including subprojects Finished Date column in Stages Tab compare actual finish date to planned end date Stage ID field to better link projects to marketing docs and employee time sheets New Time sheet report clearly displays the link between a project and time worked on a project by an employee Under documents and work orders section, a new chargeable checkbox field indicates if a connected document line is chargeable to a customer. Additional project related information is added to the Activity form and users can also set an activity relevant for project billing Time Sheet report right click access 15

16 Features New in 9.3 Billing Document Generation Wizard 16

17 Features New in 9.3 Project Overview Report right click to access 17

18 Features New in 9.3 Gantt Chart right click access 18

19 Tip of the Day -Create Invoice + Payment for any Business Partner Create Invoice and incoming payment for any BP, not just the default customer. Payment Means on right click menu and activated icon on the AR Invoice. 19

20 Bonus Tip of the Day LBSI now has the ability to build a script for clients to use to create test databases without having SQL experience. The script automatically creates the database for you, renames the Company and Database, removes print settings and turns background color to Pink. Easy and seamless; Use to create a new test database when it s convenient for you. Please contact your Implementation Consultant if interested. Copyright 2016 LBSi * Pearl Rd., Suite 2A * Strongsville, OH

21 Biz.ONE Conference Join us in Orlando October 22-24, 2018 The conference to learn about all things SAP Business One Network with other SAP customers 60+ Sessions and workshops To Register or find out more contact us or go on line: ?aff=LongBusinessSystems Copyright 2016 LBSi * Pearl Rd., Suite 2A * Strongsville, OH

22 Long Business Systems, Inc. (LBSi) Next Meetings: o Tuesday, Sept 11, 2018 o UI (User Interface) Improvements in 9.2 and 9.3 o Tuesday, October 9, 2018 o Price Lists and Blanket Order Improvements in 9.3 o Tuesday, Nov 13, 2018 o TBD 22

23 Thank you for taking time to participate in the Lunch and Learn with LBSi. Please take a few minutes to provide us with feedback and suggestions going forward. o We are always looking for new clients to work with. And we would like to find more clients and partners like you companies that are engaged, smart, and focused on their future. o Can you help us out by referring LBSi to someone who could benefit from our services? 23

24 Long Business Systems, Inc Thank You Contact Information: Sheryl Nocera, Senior Consultant, LBSi Phone: ext