Project and Portfolio Management

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.