Project and Portfolio Management
Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English

Systems (Master Data) MOD0099E1

Access

Information

  • In this module you can create systems which are responsible for the execution of projects.

    • The systems created here can subsequently be assigned to the projects/proposals/ideas in the Project Core Data/Proposal Core Data/Idea Core Data modules for cost allocation.

    • You can assign multiple systems to a project/proposal/idea on which costs can be distributed on a percentage basis.

Create System

Procedure

  • Insert a blank data record using the Insert button or the Insert → System context menu command.

  • Enter an ID for the new system in the System field.

  • Allocate a system name in the System name field.

  • Fill the Person responsible name and System budget fields.

  • Save.

Insert System Note

Procedure

  • Right-click on the required system.

  • Select the context menu command Insert → System note

  • Enter your text in the Note field.

  • You can attach a document in the Linked file field.