Follow the procedure below to create a Facilities Project record.
To Create a Facilities Project Record
Step 1 Select Projects > Facilities from the Menu Bar.
Step 2 Review the Facilities Projects page. The system displays various Project portal sections.
Step 3 In the Related Links – Facilities Projects portal section, click the Expand icon to open up the various Projects links.
Click Create a Facilities Project.
Step 4 Review the form that appears.
Enter the Facilities Project data, including the Name and other relevant information.
Click Create Draft to save the data and create a new record.
General Tab
General Section
ID Enter a unique number identifying Facilities Project record being created.
If this field is left blank, the system automatically generates this number at the time of creating the Facilities Project record.
General Section
Status The system displays the current status of the Facilities Project record being created. This field is a read-only field. The different statuses of the Facilities Project are explained below.
Draft - Indicates that the Facilities Project record is yet to be created. The system generates this status when the user selects the Create Draft action in the Action bar.
Suspended – Indicates that the Facilities Project record is suspended temporarily. The system generates this status when the user selects the Suspend action in the Action bar.
Note – You can reuse the suspended record by clicking the Resume action in the Action bar. The status of the record changes from Suspended to Draft state.Review In Progress – Indicates that the record has been sent for approval and is yet to be approved by all the members in the distribution list. The system generates this status on clicking the Activate action in the Action bar.
Active – Indicates that the record is active. The system generates this status when the user selects the Activate action in the Action bar.
Retired - Indicates that the record is retired. The system generates this status when the user selects the Retire action in the Action bar.
Revision in Progress - Indicates that the record is being modified. The system generates this status when the user selects the Unretire or Revise action in the Action bar.
Completed – Indicates that the record has been processed and all the tasks associated with the record has been completed. The system generates this status when the user selects the Complete action in the Action bar.
Date Created Use the Calendar icon to select the date on which the Facilities Project record is created.
Note – By default, the system displays the current date in this field.Name Enter a unique name to identify the Facilities Project record that is being created.
Details Section
Project Type Use the List icon to specify the type of project. The system displays all the available project types (such as Commercial, Hospital, Home, etc.) that are defined for the Project Type business object in the Tools > Lists page.
Project Classification Use the List icon to specify the project classification for the Facilities Project record being created. The system displays all the available options (such as Advisory Service, Education, Management, etc.) that are defined for the Project Classification in the Tools > Lists page.
Project Website Enter the URL to be used for accessing the project website. When you click the Go To URL icon , the system automatically displays the
corresponding Web page in a browser window.
Note – Ensure that the URL specified is always prefixed by “http://”.Description Provide a brief description for the Facilities Project record being created.
Service Plan Use the Search icon to associate a service plan with the Facilities Project record being created. In the search list, the system displays the different service plans that are retrieved from Service Plan business object in the Maintenance > Set Up page. Select the required record and click OK.
The selected service plan will be displayed in this field.
Note – Use the Add action in the Query window to include a new Service Plan.Work Class Use the Search icon to select a work class for the Facilities Project record being created. In the search list, the system displays the different work classes (such as Building Class, Human Resources, Inspection Request, etc.) that are retrieved from the Request Class business object in the Classification hierarchy. The selected work class will be displayed in this field.
Details Section
Work Type Use the Search icon to select a work type for the Facilities Project record being created. In the search list, the system displays the different work types (such as Administrative Work, Corrective Work, Emergency Work, etc.) that are retrieved from the Work Type business object in the Classification hierarchy. The selected work type will be displayed in this field.
Note – If you select “Move” for Work Type, the Scope tab displays the Move Details and Requests sub-tabs.Work Location Use the Search icon to select a work location for the Facilities Project record being created. In the search list, the system displays the different work locations that are retrieved from the Space business object in the Location hierarchy. Select the required record and click OK. The selected work location will be displayed in this field.
Service Class Use the Search icon to select a service class for the Facilities Project record being created. In the search list, the system displays the different service classes (such as Conference Services, Facilities, Inventory, etc.) that are retrieved from the Service Assignment Class business object in the Classification hierarchy. The selected service class will be displayed in this field.
Priority Use the Search icon to assign a priority level to the project. The system displays the values (Emergency, High, Medium, and Low) that are defined in the Classification hierarchy for the Priority business object.
Priority Rating Enter a numerical value representing the priority level for the Facilities Project record created.
Building System Class If the Facilities Project record concerns a building system item, then the building system is categorized based on its utility.
Use the Search icon to select the building system class. The system displays the different building system classes (e.g., Interiors, Services, Building Site Work, etc.) that are retrieved from the Building System Class business object in the Classification hierarchy.
Currency Use the List icon to select the currency type that will be used for all the cost related fields. The system displays all the options (such as US Dollars, Canadian Dollars, Euros, etc.) that are defined for the Currency in the Tools > Lists page.
By default, the system displays the currency set by your administrator.
Summary Section
The Summary section provides detailed information about the estimated cost and budget regarding the Facilities Project record. The information includes the estimated resource cost, actual resource cost, estimated material cost, actual material cost, estimated cost total, budget cost total, and actual cost total. By default the values are in US dollars. The % Complete field displays the amount of work that is currently complete.