Connect Project and Contracts

Explanation

This activity is used to connect a project, sales contract and a sub contract to the risk analysis record.

Prerequisites

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

System Effects

Connecting a pre-defined project changes the following values on the risk analysis, on saving, if they differ from those defined on the selected project in IFS/Project:

• Risk Owner.
• Customer.

If a program has been defined on a project that is being connected to the risk analysis, the risk analysis will inherit the Program ID and Program Description.

Connecting a pre-defined sales contract changes the following values on the risk analysis, on saving, if they differ from those defined on the selected project in IFS/Project:

• Customer.
• Currency (changes if the Company does).

Window

Risk Analysis
Risk Analysis Details

Related Window Descriptions

Risk Analysis
Risk Analysis Details

Procedure

Use the following procedure to connect an existing project 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.