Project Details

This object is used to capture key information about a project at its inception. Its inclusion in a project workflow is mandatory.

The Project Details object includes three tabs namely Project Details, Project Expenditure and Project Phase although the latter two can be switched off by your Administrator if not required.

Project Details Section

The Project Details section allows you to define the important elements required to initiate the project.

STEP 1: Specify the following details to record project related information.

The visibility of the fields and their order can be controlled by IPM Administrator within the Framework area. IPM Premium activation also enables additional fields to be displayed on this page.

Field	Description / Instructions	Mandatory / Optional
Project Type	Select the relevant project type from the dropdown. Selection determines the phases and steps of the project as it is linked to a workflow. These are defined by the IPM Administrator within Settings Configuration > Project Type section.	Mandatory
Project Title	Enter the title of the project	Optional
Project Reference	Project reference number will be automatically assigned depending on the setting in Settings Configuration > Project Code section. This is accessible only by the IPM Administrators. You can modify the project code as per your organisational requirements. .	N/A
Is this a parent project ? Is this a child project ? Is this a standalone independent project ?	This selection allows you to build a project hierarchy within all projects in the system. Select ‘Is this a parent project?’ if the project has/may have one or more sub-projects. Select ‘Is this a child project?’ if the project is a sub project of another project. Selecting this would enable the adjacent dropdown that would display all active parent projects in the system. Select the corresponding parent project. Select ‘is this a standalone independent project’ if the project is not linked to any other project. An independent project is not associated with any parent or child project.	Mandatory
Short Title	Add a short title for the project	Optional
Project Description	A brief description regarding the purpose of the project	Optional
Project Category	Select the correct project category. Used to categorise the project as per list of categories defined by your administrator via Settings configuration > Custom Lists section.	Optional
Project Owner	Specify the staff member who is the owner/ responsible person of the project. Staff members are defined by interplan® Administrator.	Mandatory
Submitted By	Specify the staff member who initiates the project.	Optional
Project Sponsor	Allows you to select a staff member as the sponsor, who provides high level advice and support for the project.	Optional
Time Frame	Start and expected End date of the project.	Mandatory
Project Start and End Date	Allows you to define the project start and end dates.	Mandatory
Project Justification	A brief justification for initiating the project.	Optional
Councillor Interest	Selecting this tick-box indicates whether the 'Councillor' is interested in the project.	Optional

STEP 2: In order to record asset details, click on the 'Select' button.

STEP 3

STEP 4: Select an asset from the grid and click on the 'Confirm' button.

Please note that a project can be associated with only one asset.

A project can be linked to multiple interplan service profiles from which one would be selected as the primary service profile. This link establishes a project link to the interplan organisational hierarchy.

STEP 5 : In order to define a primary service profile, click on the ‘Select’ button next to 'Service Profile' field. A popup will open allowing you to select the Primary Service Profile from the hierarchy tree.

STEP 6 : Similarly, secondary service profiles can be added.

Clicking on the ‘Remove’ button adjacent to secondary service profiles will remove all selected service profiles. To remove a particular service profile, click on the ‘Select’ button and deselect the service profiles that need to be removed.

STEP 7: Click 'Save' icon to save the details.

The Project type selected for a particular project will determine the project workflow as each project type is linked to a project workflow by the IPM Administrator. Hence, the phases, their sub-sections and sub section properties (project title, project type, etc.) of your new project, will be entirely dependent on the selected 'Project Type'.

Once the project has been saved, the remaining tabs in the phase get activated..

Project Expenditure Section

STEP 1: Click on the 'Project Expenditure' tab.

This section allows you to record multiple expenditure types for a project. The Expenditure type defines the major budget type of the project.

The budget types are defined by the IPM Administrator in Setting Configuration > Budget Type section.

STEP 2: Select the relevant 'Expenditure Type' from the dropdown. Click on the 'Add' button.

STEP 3: For each expenditure type, specify the weight. Click 'Save' to save the details.

STEP 4: If you want to delete an expenditure type, click on the adjacent 'Delete' icon.

The total weight percentage defined for all expenditure types cannot exceed 100%.
You can add multiple expenditure types for a project.

Project Phase Section

The Project Phase section within project details has a very limited functionality. It was developed as part of the very first version of IPM before workflows were introduced. Since then, workflows are further developed by adding sign offs.

STEP 1: Click on the 'Project Phase' tab.

The time line for each project phase can be configured within this section. You can specify a 'Start date' and 'End Date' for each and every phase of the 'Project Work Flow'.

STEP 2: Click on the 'Add new Phase' icon

STEP 3: Enter the Phase Name and Phase Code. Then click 'Insert'.

STEP 4: After defining a project phase, you can add start and end dates for the particular project phase.

STEP 5: Once saved, you can move the phases using the up and down arrows.

Business Rules

The phases' start dates and end dates should not overlap with each other.
'End Date' must always be greater than the 'Start Date'
Start Date and End Date of the phases must be within the Project Start and End Dates.

Last revised: July 26, 2017