Define Project Site

Explanation

This activity is used to define a site for a project. A project can be developed or handled by several sites. The sites are registered in the Project/Site window. All sites must belong to the company connected to the project. Once a site is registered for the project and the project is approved, it will not be possible for you to remove the site from the Project/Site tab.

Note: To be able to release purchase orders, view inventory parts, etc., the user must also be connected to the site (Sites per User window).

Prerequisites

To perform this activity, the site must be connected to the project's company in the Site window.

System Effects

• Demand for miscellaneous parts belonging to the project site(s) can be registered.
• Objects belonging to the defined site(s) can be manually connected to the project and vice versa.

Window

Project
Project Navigator

Related Window Descriptions

Project
Project/Site
Define Project Sites (Step 5 in the Create New Project Assistant)

Procedure

1. Open the Project window.
2. Click the Site tab.
3. Create a new record and enter site, or select a site from the List of Values.
4. Select a default site for the project. The first entered site will automatically be the default site. To change this value, right-click and select the Set as Default Site menu option.
5. Optionally, select the Use Standard inventory in Project MRP check box if you want the project MRP process to consider true excess standard inventory quantities as supplies and use them when you need to supply project demands by means of a material transfer requisition.
6. Optionally, select the Automatic transfer from Standard Inventory check box if you want the project MRP process to consider true excess standard inventory quantities as supplies and automatically transfer that true excess quantity to the required activity (if need date of the part falls within lead time).
7. Save.

From the Create New Project Assistant:

1. Open Project Navigator, Projects or Project.
2. Click the right mouse button menu option Create New Project, and fill in the required information. In the fifth step of the assistant you will be able to define the sites required for the new project.
3. Click Finish once you have filled in all the required the information.