Configuring Projects

Select from the following to help configure the Projects module:

Roles and Permissions

The permissions applicable to the Projects module are described in the following table:

This Field…	Allows Users To Do…
ProjectBudget	View, create and update project budgets.
ProjectCapitalisationAuthorise	Use the Authorise button on the Project Financial Outcome screen.
ProjectCapitalisationReexport	Use the Re-export check box on a Project Financial Outcome transaction. The check box is only enabled when the record has been successfully export from K2 to another system.
ProjectCapitalisationUnAuthorise	This permission is not currently in use.
ProjectDirectory	View, create and update project directories.
ProjectEvent	View, create and update project events.
ProjectFinancialOutcome	View, create and update project financial outcomes.
ProjectFinancialOutcomeCopy	Use the Copy Row button on the Project Financial Outcome screen.
ProjectItem	View, create and update project items.
ProjectBudget	View, create and update project budgets.
ProjectCapitalisationAuthorise	Use the Authorise button on the Project Financial Outcome screen.
ProjectPlan	View, create and update project plans.
Projects	View, create and update a project.
ProjectsBaselineDates	Edit the baseline dates on a project plan.
ProjectsChangeRequestRegister	View, create and update project change request registers.
ProjectsCreate	Create a project. If a user has this permission and not the Projects permission, then they can only create and not edit a project.
ProjectsForecast	View, create and update project forecasts
ProjectsGanttChart	View and edit the Gantt chart for a project. The Full permission is not used.
ProjectsInformationRequiredRegister	View, create and update Project Information Required registers.
ProjectsReferenceData	View, create and update Project reference data.
ProjectsScopeOfWorks	View, create and update project scope of works.
ProjectsSnagRegister	View, create and update project snag registers.
ProjectsStakeholderRegister	View, create and update project stakeholder registers.
ProjectTeam	View, create and update project teams.

System Settings

The system settings applicable to the Projects module are described in the following table:

This Field…	Holds this Information…
Enable Project Capitalisation	Whether to enable users to capitalise project costs against its related financial assets.
Restrict Capitalisation To Expenditure Of Type Capital	Whether the total to capitalise value only contains capital costs and excludes operational and other cost types.
Project Budget From	Whether the project budget is from a Chart of Accounts or a Cost Centre.
Project Budget Cost Centres Restrict Orders	Whether project budget cost centres restrict orders.
Restrict Order To Authorised Project Budget Rows	Whether the order is approved unless the Project Budget row is authorised first (if an order originates from Project > Contract and the order cost codes contain Project Budget rows).
Restrict Cost Centres by Business Unit	Whether to restrict cost centres by business unit.
Limit Project Plan Items to Project Budget	Whether to prevent the cost of project plan items from exceeding the project budget.
Limit Forecast to Project Budget	The level of warning displayed when the project forecast exceeds the project budget. Select from the following: Off - no warning is displayed. Soft Warning - a warning is displayed that allows you to continue Hard Warning - a warning is displayed that does not allow you to continue.
Limit Order value to Contract value	The level of warning displayed when the order value exceeds the contract value. Select from the following: Off - no warning is displayed. Soft Warning - a warning is displayed that allows you to continue Hard Warning - a warning is displayed that does not allow you to continue.
Limit Order value to Project Budget	Whether to prevent the value of the order from exceeding the project budget.
Restrict Project Invoice Creation	Whether to prevent invoices from being added to financially complete projects.
Restrict New Contract based on Project Budget Approval	Whether the user can create a new contract only when all project budget rows are authorised.
Enforce Unsuccessful Tender Status	Whether to automatically set the Tender Status to Unsuccessful when a successful tenderer is added.

The following system settings (accessed by navigating to Tools > System Options and then clicking the System Options button) also affect the Projects module:

Project Auto Unique Number (under Auto Numbering) - whether to automatically generate a project number.
Enforce Programme Project Link (under Maintenance) - whether a project must be linked to a programme.
Use Contract Items or Project Items (under Maintenance) - whether items will be raised against the contract or project level.

This setting cannot be edited when items already exist.

Project Budget

Authorisation levels for Project Budgets can be configured under Financial Options and assign the related Authorisation role to a user.

Reference Data

The following reference data applies to Projects:

All items in Projects Reference Data
Financial Years and Trade in Core reference data

Project Attributes

Refer to Using Attribute Manager for further information.