Perform Activity

Explanation

The work that has been planned on an activity can be performed as actions that are continued in other product areas of IFS Applications and as actions in real life operations.

While some of the processes in these product areas use IFS/Project Management as a starting point, others use it as a follow through in the process flow. Processing of a customer order or purchase order in the application is an example of how IFS/Project Management collaborates with processes in other product areas. A few are listed below:

• Material Requirements Planning and Project Material Requirements Planning
• Master Scheduling
• Project Inventory
• Procurement
• Customer Order
• Shop Order
• Work Order
• Project Reporting

Refer the Project Management process description for further information regarding these processes.

Actual work such as building a wall, painting the house, manufacturing or buying a part etc., for which the progress can be reported on the object being executed (such as a shop orders, work orders, tasks etc.), or be reported manually direct to the activity. When objects connected to an activity are executed and project transactions are created, cost, hours, revenue and progress information will be retrieved and displayed per cost/revenue element for the activity.

• Cost and hour values are retrieved from the objects to the activity as described in About Cost, Hours and Revenue Reported to Activity for cost reporting objects.
• Revenue values are retrieved from the objects to the activity as described in About Cost, Hours and Revenue Reported to Activity for revenue reporting objects.
• Earned Value and progress values are retrieved from the objects to the activity as described in About Earned Value and Progress for applicable objects. The values reported are dependent on the Planned Cost Driver, Progress Method and Earned Value Method selected for the activity and project.

Prerequisites

• The activity should be released.

System Effects

• The Planned, Planned Committed, Committed, Used and Actual field values in the Cost and Hours tabs are updated for the for the selected activity, based on the connected objects and their statuses etc.
• The Planned, Preliminary, Posted and Actual field values in the Revenue tab are updated for the selected activity, based on the connected objects and their statuses etc.
• Object information, such as progress and status, is updated and displayed in the Project Connections window, Activity/Connections tab and Project Navigator/Connections tab.
• The Reported Hours and Reported Cost fields in the Project Navigator/Resource/Resource Planning and the Activity/Resource/Resource Planning tabs are updated when work has been performed and time is reported by an employee who belongs to a resource group.
• The Calculated Cost Progress and Calculated Hours Progress field values on the activity level are updated according to the selected Progress Method. The Weighted Average Development values on sub project and project level are also updated.

Window

Project Navigator
Activity
Project Connections

Related Window Descriptions

Project Navigator/Activity
Project Navigator/Activity List
Project Navigator/Connections
Project Navigator/Project
Project Navigator/Resource Planning
Activity/General
Activity/Connections
Project Connections

Procedure

When objects connected to an activity are executed:

1. Perform the manual work that is required to fulfill the scope of the activity.
2. Report the work performed on the corresponding object while executing the object according to its individual business processes.
3. If applicable, report time on the activity.

Alternatively, if there are no objects connected:

1. Perform the manual work that is required to fulfill the scope of the activity.
2. Report time on the activity and report progress on the activity when applicable.