Project Issues: Implementation Activity

In the following implementation activity, you will learn how to prepare the system for creating and processing project issues.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that you, a system administrator of a construction company, ToadGreen Building Group, need to define the types of project issues for the company. You need to track design issues, violations of safety regulations, and problems with equipment, materials, or people. You also need to configure a project management class that is going to be used for creating project issues so that the due date for resolving a newly created project issue will be set to seven days by default.

Configuration Overview

In the U100 dataset, the following tasks have been performed for the purposes of this activity:

  • On the Enable/Disable Features (CS100000) form, the Construction and Construction Project Management features have been enabled in the Projects group of features.
  • On the Project Management Classes (PJ201000) form, the FIELD class has been defined with the Project Issues check box selected in the Use For section.

System Preparation

Launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded. You should sign in as a system administrator by using the gibbs username and the 123 password.

Step 1: Specifying System Settings for Project Issues

To specify system preferences related to project issues, do the following:

  1. Open the Project Management Preferences (PJ101000) form.
  2. In the Project Issue Settings section of the General tab, in the Project Issue Numbering Sequence box, make sure PROISSUE is specified.
  3. In the Project Issue Type table, click Add Row, and specify the following settings in the added row:
    • Project Issue Type: Accident
    • Description: Accidents and emergencies
  4. Add three more rows with the following settings.
    Project Issue Type Description
    Safety Violation Violation of safety regulations
    Design Issue Design issues
    Resource Problems with equipment, materials, or people
  5. Save your changes.

Step 2: Configuring a Project Management Class

Review the project management class that has been configured for processing project issues by doing the following:

  1. On the Project Management Classes (PJ201000) form, open the FIELD class.
  2. In the Use For section, make sure the Project Issues check box is selected.
  3. On the Details tab, set Answer Days Default (under Project Issue Settings) to 7.
  4. Save you changes.

You have prepared the system for processing project issues.