Connect Project and Contracts
Explanation
This activity is used to connect a project, sales contract and a sub contract to the risk analysis record.
Prerequisites
- The project should exist as a record in IFS/Project at the time of
connection.
- The Sales Contract Management (component) should be installed before a
sales contract can be appended to the risk analysis.
- The Sub Contract Management (component) should be installed before a sub
contract can be appended to the risk analysis.
System Effects
Connecting a pre-defined project changes the following values on
the risk analysis, on saving, if they differ from those defined on the selected project
in IFS/Project:
If a program has been defined on a project that is being connected to the
risk analysis, the risk analysis will inherit the Program ID and
Program
Description.
Connecting a pre-defined sales contract changes the following values on the
risk analysis, on saving, if they differ from those defined on the selected
project in IFS/Project:
- Customer.
- Currency (changes if the Company does).
Window
Risk Analysis
Risk Analysis Details
Related Window Descriptions
Risk Analysis
Risk Analysis Details
Procedure
Use the following procedure to connect an existing project to a risk
analysis:
- On the Risk Analysis or
Risk
Analysis Details window, query for the risk
analysis to find the record that you want to connect to a project.
- In the Project ID field, use the List of Values to select a
project. You can also click Zoom to invoke the
Project Details
window to view project details.
- In the Sales Contract No. field, use the List of Values to define
a sales contract record on the risk analysis.
- In the Sub Contract No. field, use the List of Values to define a
sub contract record on the risk analysis.
- Click Save.