MASS ADD PROJECT MASTER DATA

Use this screen to mass add or update multiple projects by replicating existing information across multiple records. The utility involves two steps: adding project basic information, and updating existing project information with additional data.

For more information on this utility, please refer to the "Mass Add/Replicate Capabilities" topic.

Run this utility any time you need to create or modify projects. You must fill out the Basic Info tab of the Manage Project User Flow for the project before you use this utility to add other tables. You can also add the project's basic information at the same time as other project data by selecting the Include Basic Info check box.

Location

Identification

Selection Ranges

Template Project

Option

This field always displays One.

Start

Enter the project that you want to replicate. The project name displays in the field below. See the restrictions in the documentation for the Destination Project fields for information about project leveling. 

Destination Project

Start

Enter the starting project in the range to be created.

End

Enter the ending project in the range to be created.

There are certain restrictions placed on the number of projects and projects levels that you can create. These restrictions are as follows:

• You can replicate project information from an individual project node or element to another node within the same project, or to a node in another project. The exception to this rule lies in the top project node. You cannot copy a top-level project to a lower-level node. Likewise, you cannot copy a lower-level node to the top level of a new project. When you create a new project, you must also create project levels at that time. If you copy a lower-level node to a top-level project, no project levels exist for that project. If you copy a top-level project to a lower-level node, project levels exist at an incorrect level. Therefore, you can copy a top-level project only to another top-level project.

• You can create multiple projects from a single template project. For example, you can create project 1001, 1002, and 1003 from project 1000. If you create multiple projects, only one node can be replicated.

• You can replicate a branch of a project by selecting the Include Lower Levels check box. This allows you to add project 1000 and all of its lower levels. If you select this check box, however, you can replicate only one project. If you want to replicate an entire project more than once, you must execute the utility several times. If you select the Include Lower Levels check box, any data in the End field is cleared.

Number of Projects

This field displays the number of projects that are created when you execute the Add process. To update this field, use the Fill Table button.

Options

Project

Include Basic Info

Select this check box to set up project basic information. You must set up the Basic Info tab of the Manage Project User Flow screen before or at the same time as other project tables. The additional tables that can optionally be added depend upon the Basic Info tab of the Manage Project User Flow screen. Therefore, you must set up these records before or at the same time as the dependent tables.

Include Lower Levels

Select this check box to set up the entire project tree. If you select this check box, the new project is an exact duplication of the template project in that the project levels and level lengths are identical.

Include

This list box displays the additional project tables that can be set up as part of the replication process. You can add these tables as part of the initial project setup, or at a later time. Since these tables depend on project basic information, the replication program verifies the existence of project master tables when the utility is run. To select a table, highlight the table name in the list box. You can add multiple tables. When you have made your selections, click to execute the utility.

Selecting the Project Revenue Setup table in the Include list box always populates the Revenue Calculation Value field for the selected destination projects. This is the field directly below the Revenue Formula selection on the Manage Revenue Information screen. The label on this field varies depending on the formula selected. Previously, this field was not populated when a project was entered using the Mass Add Project Master Data screen. Also, as a matter of procedure, run the Update Project Contract and Funded Values toolkit for any projects entered using this screen. This updates the appropriate tables with the modification values entered on the Manage Modifications screen.

Fill Table

Click this button to fill the table window using the template project and your selections in the Destination Projects fields. For each new project being created, the program generates a separate line.

Table Window

Template Project

This field displays the project number of the template project replicated.

Destination Project

This field displays the project number of the destination project being added.

• If a single project level is being replicated (if the Include Lower Levels check box is not selected), you can modify this project number.

•  If a project tree is being replicated (if the Include Lower Levels check box is selected), you cannot modify the destination project number.

This restriction exists to prevent dependent lower project levels and segment lengths from being set up incorrectly.

Destination Project Name

This field displays the name of the destination project. The template project name defaults in and can be modified.

Destination Project Abbrev

This field displays the abbreviation code associated with the destination project.  You can modify this field.

Active

This field determines whether the destination project is set as active or inactive when being created. A value of Y defaults into this field, indicating that the project is active. You can modify this field.

Owning Organization

Enter, or click to select, the owning organization of the destination project(s). You can modify this field.

• Table Information

  This screen updates the following tables:

  PROJ

  PROJ_BILL_INFO — This table updates if you select the Project Billing Info table in the Include list box.

  PROJ_HIERARCHY — This table derives from the PROJ table when the Include Basic Info check box is selected. This table stores all the projects and their parent project numbers.

  PROJ_SRCE_PROJ — This table derives from the PROJ table when the Include Basic Info check box is selected. This table stores all the projects and their source project numbers. The source project number is used for project labor category defaults and validations. If you select the Define Rate Sequence table in the Include list box, the PROJ_SRCE_PROJ table is re-evaluated and the appropriate source project number is updated based upon the selection in the T+M Rate Sequence Search for PLC Source Project group box on the Configure Project Settings screen and the TM_RT_ORDER table (Manage Rate Sequence Orders screen).

  PROJ_INVC_PROJ — This table derives from the PROJ_BILL_INFO table (determines the invoice project number) and the PROJ table (determines the child project numbers) when the Project Billing Info table is selected in the Include list box. This table stores the billing level invoice project number and all children of the invoice project.

  PROJ_REV_PROJ — This table derives from the PROJ_REV_SETUP table (determines the revenue project number) and the PROJ table (determines the child project numbers) when the Project Revenue Setup table is selected in the Include list box. This table stores the revenue level project number and all children of the revenue project.