Associating projects to capital planning requests

Create a project to associate to a capital planning request.

To associate a project to a capital planning request:

Open the Capital Planning Requests form.
Select the capital planning request for which to associate a project, and then click the Record View tab.
Click Create Project.
The system automatically populates Capital Planning Request.
Project—Enter a unique code identifiying the project, and then enter a description of the project in the adjacent field.
Organization—Enter the organization of the project.
Parent Project—Enter the parent project if applicable.
Shutdown—Enter a shutdown identification code to associate with the project if the project requires the shutdown of equipment.
Status—Select the status of the project.

Note: All projects start with a Status of Awaiting approval.
Class—Enter the class of the project.
The system automatically populates Class Org.
Coordinator—Enter the employee code of the project coordinator.
Estimated Start Date—Enter the intended starting date for the project.
Estimated End Date—Enter the intended ending date for the project.
Actual Start Date—Enter the actual starting date for the project.
Actual End Date—Enter the actual ending date for the project.
Current Budget—Enter the total budget amount for the project. Budgets of child projects do not roll up to the budget of the parent project.
Labor—Enter the estimated internal labor costs.
Stock Items—Enter the estimated stock material costs.
Services—Enter the estimated services costs.
Budget Date—Enter the date the budget was established.

Note: You must enter a Budget Date that is before or equal to the current date.
Hired Labor—Enter the estimated hired external labor costs.
Direct Purchases—Enter the estimated amount of money needed to purchase materials not normally stocked in house.
Tool Cost—Enter the estimated cost of the tools.
Click Submit.