Create and update a project

Applies To: Project Operations Integrated with ERP, Project Operations Core

The following is a summary of the fields that can be updated on a project after it has been created. This also includes any applicable implications based on these updates.

Project detail fields

• Name: The title of the project.
• Description: An overview of the project.
• Customer: The company the project will be delivered to.
• Calendar template: The working hours of the project. When the field is changed, the entire schedule is recalculated.
• Currency: The currency for the project. The default value for this field is based on the currency that defined in the contracting unit. When the contracting unit is updated, the field is also updated.
• Contracting Unit: The organizational unit that represents the company group or division that is primarily responsible for winning the sale and managing the delivery of work and services to the customer. When the Project manager's organizational unit isn't defined, this field defaults to the value defined in the project parameters.
• Project Manager: The project team member who has the authority to review and approve time entries and expenses.

Estimate fields

• Estimated Start Date: The date that the project will begin. When this field is updated, any tasks on the project will move proportionately with the start new start date.
• Finish Date: The date that the project is scheduled to end.
• Effort: The estimated effort of the project. When tasks are added to the project, this field is no longer editable.
• Estimated Labor Cost: The estimated labor cost of the project. When labor costs are added to the project, this field is no longer editable.
• Estimated Expense Cost: The estimated expenses of the project. When expenses are added to the project, this field is no longer editable.
• Estimated Material Cost: The estimated materials of the project. When materials are added to the project, this field is no longer editable.

Project actual fields

• Actual Start: The date that the project started.
• Actual Finish: To be updated when a project has been completed.

Project status fields

• Overall Project Status: The overall project health provided by the Project manager.
• Comments: A narrative regarding the current health of the project provided by the Project manager.