Connect Projects, Contracts and Additional Objects

Explanation

A project, sales contract, sub contract and some other objects can be connected to a risk analysis as a way of helping you to address the risk posed by them. The most common connections are to a project, sales or sub contract and they can be entered in the risk analysis header.  While the connections that are entered in the header are validated, the others will be for reference only. All the objects connected will be displayed in the Analysis Controls/Connected Objects tab.

Prerequisites

• The project should exist as a record in IFS/Project Management at the time of connection.
• IFS/Sales Contract Management should be installed before a sales contract can be appended to the risk analysis.
• IFS/Sub Contract Management should be installed before a sub contract can be appended to the risk analysis.
• The rest of the objects should exist as a record in IFS Applications at the time of connection.

System Effects

• A project, sales or sub contract connection will have an impact on the risk analysis detail information if there has not been a prior connection to a project, sales or sub contract.
  • If the current risk owner and customer of the risk analysis differ from the project in the risk analysis header, these values will be replaced with the values defined in the project that has been entered in the header.
  • If a program has been defined on the project that is connected to the risk analysis, the risk analysis will inherit the Program ID and Program Description.
• If any additional objects have been connected they will be displayed in the Analysis Controls/Connected Objects tab.

Window

Risk Analysis
Risk Analysis Details
Risk Analysis Navigator

Related Window Descriptions

Risk Analysis
Risk Analysis Details
Risk Analysis Navigator/Analysis Control/Connected Objects
 

Procedure

Use the following procedure to connect an existing project, sales or sub contract to a risk analysis:

1. On the Risk Analysis or Risk Analysis Details window, query for the risk analysis to find the record that you want to connect to a project.
2. In the Project ID field, use the List of Values to select a project. You can also click Zoom to invoke the Project Details window to view project details.
3. In the Sales Contract No. field, use the List of Values to define a sales contract record on the risk analysis.
4. In the Sub Contract No. field, use the List of Values to define a sub contract record on the risk analysis.
5. Click Save.

Use the following procedure to connect projects, contracts and additional objects to a risk analysis:

1. Open the Risk Analysis Navigator window and query for the required analysis.
2. Click the Analysis Controls/Connected Objects tab and create a new record.
3. In the Connected Objects dialog box select the required object from the Object list.
4. Select the specific record from the table once all the records related to the selected object are populated. If you wish to connect another project select Project from the Object list and then select the specific project record from the table.
5. Click OK.