Unit Tracking in Projects: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured properly for tracking units used for projects by processing progress worksheets, and to understand (and change, if needed) the settings that affect the processing workflow.

Implementation Checklist

We recommend that before you initially start to create progress worksheets for projects, you make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.

Form Criteria to Check
Enable/Disable Features (CS100000) Make sure that the Project Accounting and Construction features are enabled.
Multiple forms Make sure that all necessary settings related to project accounting have been specified, as described in Basic Project Configuration: General Information.
Projects (PM301000) form Make sure that the necessary project has been created. In each cost budget line on the Cost Budget tab, specify the appropriate option in the Productivity Tracking column:
  • Template: Select this option to include the line in a progress worksheet template that can be preloaded to a progress worksheet.
  • Not Allowed (default): Leave this option if the line should not be added to progress worksheets created for the project.
  • On Demand: Select this option to be able to manually add this line to a progress worksheet.

Daily Field Report Checklist

If you plan to create progress worksheets linked to daily field reports, you make sure the needed features have been enabled, settings have been specified, and entities have been created, as described in Daily Field Reports: Implementation Checklist.

Approval Workflow Configuration

To make sure that an approval workflow is configured correctly for daily field reports, make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.

Form Tasks to Perform
Enable/Disable Features (CS100000) form Make sure that the Approval Workflow feature is enabled.
Assignment and Approval Maps (EP205500) form Make sure that an approval map for progress worksheets has been created.
Email Templates (SM204003) form If an employee needs to receive notifications about a pending approval when progress worksheets require approval from that employee, make sure that the notification template is configured.
The Approval tab of the Projects Preferences (PM101000) form Make sure that the approval map for progress worksheets is specified in the Progress Worksheet Approval Map box.

If an employee needs to receive notifications about a progress worksheet that is pending approval, make sure that the needed notification email is specified in the Progress Worksheet Approval Notification box.

Other Settings That Affect the Workflow

To change the format of progress worksheet identifiers, adjust the PROGRESSWS numbering sequence on the Numbering Sequences (CS201010) form or create a new numbering sequence and select this sequence in the Progress Worksheet Numbering Sequence box on the General tab (Numbering Sequence section) of the Projects Preferences (PM101000) form.

For more information on numbering sequences, see Use of Numbering Sequences.