Enter Customer Project

Explanation

This activity is used to define one or more customer projects, sub projects, and activity combinations for a specific support agreement. If IFS/Project is installed, you can connect the support agreement to an existing project. 

Prerequisites

• A support agreement must have been entered in the Support Agreement window.
• To enter a support key for a customer project, a support key must have been defined for the customer in the Support Key window.
• To use a project in IFS/Project, the project should have been first created.

System Effects

As a result of this activity, the customer projects, sub projects, and activities will be connected to a support agreement. 

Window

Support Agreement

Related Window Descriptions

Support Agreement
Support Agreement/Customer Projects

Procedure

1. Open the Support Agreement window and click the Customer Projects tab.
2. Select a row on the lower table and double-click to create a new record.
3. Enter a value in the Project ID field. You may select a value using the List of Values only possible if IFS/Project is installed.
4. Enter values for the Sub Project ID and Activity ID fields. Select a value using the List of Values if IFS Project is installed. This is an optional step if you are manually entering a project and not selecting a predefined project.
5. Enter a value in the Activity Description field.
6. To specify a customer project as the default, select the Default Value check box. Alternately, once the record is saved, you can select a customer project, right-click on the table and then click Set/Unset Default to set the selected customer project as the default. Thereby discarding any other default setting. 
7. Optionally, enter a value in the Support Key field. Use the List of Values to select a suitable value.
8. Save the record.(F12)  The Local Project check box will be selected if the project was created manually.