Add Project Activities to Contract Line Item
Explanation
Use this activity to connect project activities to
contract line items. Connecting activities to items serve several purposes. It makes it possible to identify
the project activities
which are used to execute the contract, to retrieve estimated, planned or
baseline cost as a part of the contract estimating, and also to retrieve
progress and accumulated cost to use as basis for doing applications for
payment. One or several activities can be connected to a contract line
item.
In cases where the project activities are used to do
estimating the activity cost can be retrieved from the estimated, planned or baseline cost.
This cost will then appear on the contract items for which these activities are
connected.
When doing applications for payment the connected project activities
can be used to assess the work performed to date by retrieving the progress and
accumulated cost from the connected project activities.
Notice that the connection is for the contract and not for the contract
revision;
so an activity connected to an item will be valid for the same item on any
revision. Even when using applications for payments the activities connected can be
changed at any time. The connection is for information purposes only and is used
as a tool to value the item progress on the applications, by looking at the
activity progress.
Prerequisites
- Only activities that belong to projects connected to the contract can be
added.
- Only activities that have not already been connected to a line item within
that contract can be added.
- Only activities belonging to the same project as entered in the Project
ID field on the contract revision line item can be connected to the line
item. If a project ID is not associated with the contract line item, you
cannot connect it to an activity.
- Activities can be connected to, and disconnected from, contract line items
as long as the contract is not in status Cancelled, Closed, or
Lost.
System Effects
- One or more activities will be connected to an item.
- It will be possible to retrieve estimated, planned or baseline cost from
the connected activities and use this to set the cost value of an item.
- It will be possible to retrieve cost and progress from the connected
activities and use this to set the amount that you want to apply for payment
for.
Window
Sales Contract
Related Window Descriptions
Sales
Contract/Items/Activities
Sales
Contract/Items/Lines/Items
Procedure
To add project activities on the
Sales
Contract/Items/Activities tab
follow these steps
- Enter a new line.
- Enter the line number and the item number for the item you wish to connect
to an activity.
- Enter the activity sequence for the activity you want to connect to the
item. Use the List of Values to select from all the activities for projects registered
on
the
Sales Contract/Project
tab, and are not already connected to an item.
Values in all the other fields will appear automatically when the activity sequence
is entered.
- Optionally enter a preferred
value in the Weighting
column. (The default value is 1).
- Save the information.
To add project activities from the
Sales
Contract/Items/Lines/Items tab follow these steps
- Select the line item to which you want to add activities.
- Right-click and then click Set Activities.
The Contract Items Connected to Activities
dialog box will be opened, and values in the Contract No, Line No and Item
No fields appear automatically.
- Click New to add a new activity.
- Enter the activity sequence for the activity you want to connect to the
item. Use the List of Values to select from all the activities for projects registered
on
the
Sales Contract/Project
tab. This list will only contain activities that aren't already connected to
an item.
Values in all the other fields will appear automatically when the activity sequence
is entered.
- Optionally enter a preferred
value in the Weighting
column. (The default value is 1)
- Click OK to save and close the dialog box.