45 UX One Role: Project Manager

This chapter discusses:

45.1 Understanding the Project Manager UX One Role

The Project Manager role, and the associated UX One pages and components, enable users to:

  • Analyze the financial health and performance of projects, including change requests and change orders.

  • Easily access various project management programs.

The Project Manager pages enable users to receive important alerts, analyze data, and act on the information they see.

Note:

The information provided for you in this documentation describes a specific UX One role, and the associated pages and components, that were delivered.

You can use these roles, pages, components, queries, grid formats, and form layouts as they are delivered, or you can modify them to more closely meet the requirements of your organization.

See Section 1.1, "Understanding UX One Roles".

45.2 Prerequisites

Before using the Project Manager role (PROJMGRJDE), and the components listed in this documentation, your system administrator must complete the steps to associate the user ID with the PROJMGRJDE role.

After this setup is complete, the users who log in with this role will automatically see the pages for their role when they log in to the JD Edwards EnterpriseOne system.

See Setting Up a Role Relationship in the JD Edwards EnterpriseOne Tools Security Administration Guide.

45.2.1 Prerequisite Reading

Before using the Project Manager role, you should have a complete understanding of the components and applications that are accessible from the pages. Additional, essential information is provided in the following guides:

45.3 Using the Project Manager UX One Roles

You use the Project Manager role to access the following UX One pages:

  • Project Execution (P51001X|W51001XA)

  • Manage Jobs (P51001X|W51001XE)

  • Manage Job Forecasts (P51001X|W51001XF)

  • Change Requests (P51001X|W51001XD)

  • Planned Change Orders (P51001X|W51001XC)

  • Change Orders (P51001X|W51001XB)

45.3.1 UX One: Project Execution Page

The Project Execution page (P51001X|W51001XA) enables users to:

  • Receive alerts regarding aspects that affect the financial performance of projects.

  • Analyze the overall financial health of a project.

  • Easily access all aspects of a job throughout the entire project lifecycle.

To access the UX One Project Execution page, log in to the EnterpriseOne system using the Project Manager role.

This graphic illustrates the Project Execution page.

Figure 45-1 Project Execution Page

Description of Figure 45-1 follows
Description of ''Figure 45-1 Project Execution Page''

Watchlist Alerts

These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the watchlist alerts that are available on the Project Execution page:

Watchlist Alert Description
Equipment Down This alert tells users about the number of pieces of equipment that are currently non-functional.

This alert is based on the Work with Equipment Master program (P1701, version ZJDE0002).

When you click the alert, the system displays the Work with Equipment Master form. The following form layout is available:

  • Equipment Status History

Pending Voucher Batches This alert tells users about the number of voucher batches pending approval.

This alert is based on the Work With Batches program (P0011, version ZJDE0002).

When you click the alert, the system displays the Work With Batches form. The following form layout is available:

  • Batch Journal Review

The following grid format is available:

  • Simple

Additionally, the system displays the updated Work Center on the right side of the form. See Working With Work Center CafeOne Application in the JD Edwards EnterpriseOne Tools Foundation Guide.

Approved Voucher Batches This alert tells users about the number of voucher batches that are approved.

This alert is based on the Work With Batches program (P0011, version ZJDE0002).

When you click the alert, the system displays the Work With Batches form. The following form layout is available:

  • Batch Journal Review

The following grid format is available:

  • Simple

Additionally, the system displays the updated Work Center on the right side of the form. See Working With Work Center CafeOne Application in the JD Edwards EnterpriseOne Tools Foundation Guide.

Voucher Batches in Error This alert tells users about the number of voucher batches that have encountered an error.

This alert is based on the Work With Batches program (P0011, version ZJDE0002).

When you click the alert, the system displays the Work With Batches form. The following form layout is available:

  • Batch Journal Review

The following grid format is available:

  • Simple

Additionally, the system displays the updated Work Center on the right side of the form. See Working With Work Center CafeOne Application in the JD Edwards EnterpriseOne Tools Foundation Guide.

Contractor Logs Soon to Expire This alert tells users about the number of contractor logs that are about to expire.

This alert is based on the Logs Entry program (P4305, version ZJDE0002).

When you click the alert, the system displays the Work With Logs form.

Job Logs Soon to Expire This alert tells users about the number of job logs that are about to expire.

This alert is based on the Logs Entry program (P4305, version ZJDE0004).

When you click the alert, the system displays the Work With Logs form.

Expired Job Logs This alert tells users about the number of job logs that have expired.

This alert is based on the Logs Entry program (P4305, version ZJDE0004).

When you click the alert, the system displays the Work With Logs form.

Project Logs Soon to Expire This alert tells users about the number of project logs that are about to expire.

This alert is based on the Logs Entry program (P4305, version ZJDE0003).

When you click the alert, the system displays the Work With Logs form.

Expired Project Logs This alert tells users about the number of project logs that have expired.

This alert is based on the Logs Entry program (P4305, version ZJDE0003).

When you click the alert, the system displays the Work With Logs form.

Urgent Pending Change Requests This alert tells users about the number of urgent change requests that are pending.

This alert is based on the Change Request Entry program (P5310, version ZJDE0002).

When you click the alert, the system displays the Work With Change Requests form. The following form layout is available:

  • Change Request Overview

The following grid format is available:

  • Simple

Pending Change Requests This alert tells users how many change requests are pending (status = P).

This alert is based on the Change Request Entry program (P5310).

When you click the alert, the system displays the Work With Change Requests form. The following form layout is available:

  • Change Request Overview

The following grid format is available:

  • Simple


For additional information about the programs associated with these watchlist alerts, see:

Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Project Execution page:

Component Title Description
Percent Complete by Job (P51006X1|W51006X1A) Use this chart to review the percent completion of selected jobs. The jobs are displayed in descending order by percent complete.

This chart is based on the Job Cost Master Revisions program (P51006, version ZJDE0014).

Average Days At and Not At Status by (P13400X|W13400XA) Use this chart to view the number of days that products have been at or not at a specified status.

This chart is based on the One View Equipment Status Inquiry program (P13400).

You can use the drop-down menu on the top of the chart to change the data that the system displays. You can select from these options:

  • Equipment

  • Manufacturer

  • Product Family

Open vs. Gross Amounts by Supplier (P04220X|W04220XA) Use this chart to review the open and gross amounts of the suppliers for a specific job (business unit). The amounts are displayed in descending order by open amount.

This chart is based on the A/P Inquiry by Job program (P04220).

Open vs. Gross Amounts by Supplier (P04220X|W04220XA) Use this chart to review the open and gross amounts by various suppliers across jobs with job type = "JB". The amounts are displayed in descending order by open amount.

This chart is based on the A/P Inquiry by Job program (P04220).


For additional information about the programs associated with these charts, see:

Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Project Execution page:

Task Description
Job Status Inquiry Use this task to access the Job Status Inquiry program (P512000).
Job Master Use this task to access the Job Cost Master Revisions program (P51006, version ZJDE0014).

The following form layouts are available:

  • Job Master Overview

  • Budget Overview

The following grid format is available:

  • Simple

Journal Entries Use this task to access the Journal Entry program (P0911).
Review Accounts Payable by Job Use this task to access the A/P Inquiry by Job program (P04220).
Manage Jobs Use this task to access the Manage Jobs page. This page enables you to review and act upon information about jobs and job logs.
Manage Job Forecasts Use this task to access the Manage Job forecasts page. This page enables you to analyze job forecasts and receive alerts about job forecasts that are open or in review.
Change Requests Use this task to access the Change Requests page. This page enables you to review and act upon information about change requests, including pending change requests, revenues and costs for change requests, and subcontracts and status for change requests.
Planned Change Orders Use this task to access the Planned Change Orders page. This page enables you to review and act upon planned change orders, including the status of planned change orders, costs, and revenues.
Change Orders Use this task to access the Change Orders page. This page enables you to review and act upon change orders, including new and pending change orders, revenues and costs for change orders, and subcontracts and status for change orders.

For additional information about the programs accessed by these tasks, see:

45.3.2 Manage Jobs Page

The Manage Jobs page (P51001X|W51001XE) enables users to:

  • Receive alerts for jobs and job logs.

  • Analyze jobs by specified criteria, such as type of work and region.

  • Easily access tasks related to jobs, such as revising jobs and budgets.

To access the UX One Manage Jobs page, log in to the EnterpriseOne system using the Project Manager role. When you log in with this role, the system automatically displays the Project Execution page. Click the Manage Jobs task on the springboard to access the Mange Jobs page.

This graphic illustrates the Manage Jobs page.

Watchlist Alerts

These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the watchlist alerts that are available on the Manage Jobs page:

Watchlist Alert Description
Open Jobs This alert tells users how many jobs (business unit type = JB) exist for the search criteria that you specify.

This alert is based on the Job Cost Master Revisions program (P51006).

When you click the alert, the system displays the Work With Job Master form. The following form layouts are available:

  • Job Master Overview

  • Budget Overview

The following grid format is available:

  • Simple

Jobs Planned to Start This alert tells users how many jobs are planned to start in the time frame that you specify.

This watchlist is based on the Job Cost Master Revisions (P51006) program.

When you click the alert, the system displays the Work With Job Master form.

Jobs Planned to Complete This alert tells users how many jobs are planned to be completed in the next 60 days.

When you click the alert, the system displays the Work with Job Master form.

This watchlist is based on the Job Cost Master Revisions (P51006) program.

The following form layouts are available:

  • Job Master Overview

  • Budget Overview

Job Logs Soon to Expire This alert tells users about the number of job logs that are about to expire.

This alert is based on the Logs Entry program (P4305, version ZJDE0004).

When you click the alert, the system displays the Work With Logs form.

Expired Job Logs This alert tells users about the number of job logs that have expired.

This alert is based on the Logs Entry program (P4305, version ZJDE0004).

When you click the alert, the system displays the Work With Logs form.

Project Logs Soon to Expire This alert tells users about the number of project logs that are about to expire.

This alert is based on the Logs Entry program (P4305, version ZJDE0003).

When you click the alert, the system displays the Work With Logs form.

Expired Project Logs This alert tells users about the number of job logs that have expired.

This alert is based on the Logs Entry program (P4305, version ZJDE0003).

When you click the alert, the system displays the Work With Logs form.


For additional information about the programs associated with these watchlist alerts, see these topics:

Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Manage Jobs page:

Component Title Description
Jobs by Business Unit Type (P51006X1|W51006X1D) Use this chart to review the percentage of open jobs by the type of business unit. The business unit types are from the Business Unit Type UDC table (00/MC).

This chart is based on the Job Cost Master Revisions program (P51006, version ZJDE0014).

Jobs by Type of Work (P51006X1|W51006X1C) Use this chart to review the percentage of jobs by the type of work for the jobs. The job types are the values in Category Code 003 in the Job Cost Master Revisions program.

This chart is based on the Job Cost Master Revisions program (P51006, version ZJDE0014).

Jobs by Region (P51006X1|W51006X1B) Use this chart to review the percentage of jobs by region. The regions are the values in Category Code 002 in the Job Cost Master Revisions program.

This chart is based on the Job Cost Master Revisions program (P51006, version ZJDE0014).


For additional information about the programs associated with these charts, see Setting Up Jobs in the JD Edwards EnterpriseOne Applications Job Cost Implementation Guide.

Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Manage Jobs page:

Task Description
Job Status Inquiry Use this task to access the Job Status Inquiry program (P512000).
Manage/Create Jobs Use this task to access the Job Cost Master Revisions program (P51006, version ZJDE0014).

The following form layouts are available:

  • Job Master Overview

  • Budget Overview

Revise Budgets Use this task to access the Job Cost Master Revisions program (P51006, version ZJDE0009).

The following form layouts are available:

  • Job Master Overview

  • Budget Overview

The following grid format is available:

  • Simple


For additional information about the programs accessed by these tasks, see Setting Up Jobs in the JD Edwards EnterpriseOne Applications Job Cost Implementation Guide.

45.3.3 Manage Job Forecasts Page

The Manage Job Forecasts page (P51001X|W51001XF) enables users to:

  • Receive alerts for open job forecasts and job forecasts under review.

  • Analyze forecasts by variance, labor productivity, and status.

  • Easily access all aspects of job forecasts, including method of computation, and formula definitions.

To access the UX One Manage Job Forecasts page, log in to the EnterpriseOne system using the Project Manager role. When you log in with this role, the system automatically displays the Project Execution page. Click the Manage Job Forecasts task on the springboard to access the Mange Job Forecasts page.

This graphic illustrates the Manage Job Forecasts page.

Figure 45-3 Manage Job Forecasts Page

Description of Figure 45-3 follows
Description of ''Figure 45-3 Manage Job Forecasts Page''

Watchlist Alerts

These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the watchlist alerts that are available on the Manage Job Forecasts page:

Watchlist Alert Description
Open Job Forecasts This alert tells you how many open job forecasts exist. This alert is based on the Job Forecast Details program (P51F100).

When you click the alert, the system displays the Work with Job Forecasts page.

The following page layout is available:

  • Open Job Forecasts

Job Forecasts in Review This alert tells you how many job forecasts are at the Review stage. This alert is based on the Job Forecast Details program (P51F100).

When you click the alert, the system displays the Work with Job Forecasts page.

The following page layout is available:

  • Job Forecasts in Review


For additional information about the programs associated with these watchlist alerts, see:

Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Manage Job Forecasts page:

Component Title Description
Job Forecast by Status (P51F100X|W51F100XA) Use this chart to review the percentage of job forecasts by each status in UDC 51F/ST (Forecast Status).

This chart is based on the Create Job Forecast program (P51F100).

Projected Final Variance for Job (P51F120X|W51F120XA) Use this chart to review variance information for a specific job. You select the job from a drop-down list.

This chart is based on the Job Forecast History program (P51F120).

Forecast Changes for Job (P51F120X|W51F120XB) Use this chart to review changes to a specific job forecast. You select the job from a drop-down list.

This chart is based on the Job Forecast History program (P51F120).


For additional information about the programs associated with these charts, see:

Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Manage Job Forecasts page:

Task Description
Job Forecasts Use this task to access the Work with Job Forecasts form in the Create Job Forecasts program (P51F100).
Forecast History Use this task to access the Work with Job Forecast History form in the Job Forecast History program (P51F120).
Job Status Inquiry Use this task to access the Job Status Inquiry form in the Job Status Inquiry program (P512000).
Formula Definitions Use this task to access the Work with Formula Definitions form in the Formula Definitions program (P51F90).
User-Defined MOCs Use this task to access the Work with User-Defined Method of Computation form in the User-Defined Methods of Computation program (P51F95).
Revenue and Cost Forecasting Use this task to access the Work with Forecasts form in the Work with Forecasts Program (P5111).

For additional information about the programs accessed by these tasks, see:

45.3.4 Change Requests Page

The Change Requests page (P51001X|W51001XD) enables users to:

  • Receive alerts about pending change requests.

  • Analyze revenues and costs for change requests, and subcontracts and status for change requests.

  • Easily access all aspects of a job throughout the entire project lifecycle.

To access the UX One Change Requests page, log in to the EnterpriseOne system using the Project Manager role. When you log in with this role, the system automatically displays the Project Execution page. Click the Change Requests task on the springboard to access the Change Requests page.

This graphic illustrates the Change Requests page:

Figure 45-4 Change Requests Page

Description of Figure 45-4 follows
Description of ''Figure 45-4 Change Requests Page''

Watchlist Alerts

These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the watchlist alerts that are available on the Change Requests page:

Watchlist Alert Description
Urgent Pending Change Requests This alert tells users how many change requests are pending (status = P) and urgent (priority code = U).

This alert is based on the Change Request Entry program (P5310).

When you click the alert, the system displays the Work With Change Requests form. The following form layout is available:

  • Change Request Overview

The following grid format is available:

  • Simple

Pending Change Requests This alert tells users how many change requests are pending (status = P).

This alert is based on the Change Request Entry program (P5310).

When you click the alert, the system displays the Work With Change Requests form. The following form layout is available:

  • Change Request Overview

The following grid format is available:

  • Simple


For additional information about the program accessed by these alerts, see Creating Change Requests in the JD Edwards EnterpriseOne Applications Change Management Implementation Guide.

Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Change Requests page:

Component Title Description
Revenue by Change Request (P5301BJX|W5301BJXA) Use this chart to review the original, quoted, best, and final revenue amounts for change requests.

This chart is based on the V5301JBA view, which is based on the Change Request Master (F5301B), Change Request Details (F5311), and Planned Change Order Master (F5314) tables.

Cost by Change Request (P5301BJX|W5301BJXB) Use this chart to review the original, quoted, best, and final costs for change requests.

This chart is based on the V5301JBA view, which is based on the Change Request Master (F5301B), Change Request Details (F5311), and Planned Change Order Master (F5314) tables.

Subcontracts by Change Request (P5301BJX|W5301BJXC) Use this chart to review the original, quoted, best, and final subcontracts for change requests.

This chart is based on the V5301JBA view, which is based on the Change Request Master (F5301B), Change Request Details (F5311), and Planned Change Order Master (F5314) tables.

Change Requests by Status (P5310X|W5310XA) Use this chart to review the percentage of change requests that are at each status.

This chart is based on the Change Request Entry program (P5310).


For additional information about the program associated with these charts, see Creating Change Requests in the JD Edwards EnterpriseOne Applications Change Management Implementation Guide.

Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Change Requests page:

Task Description
Change Requests Use this task to access the Change Request Entry program (P5310).

The following form layout is available:

  • Change Request Overview

The following grid format is available:

  • Simple

Planned Change Orders Use this task to access the Work With Planned Change Orders form in the Planned Change Order Entry program (P5314).
Change Orders Use this task to access the Work With Change Orders form in the Change Order Entry program (P5315).
Subcontract Details Use this task to access the Subcontract Detail/Commit form in the Change Request for Subcontract Details program (P53301).
Revenue Details Use this task to access the Work With Revenue Details/Commit form in the Change Request Revenue Details Program (P53311).
Account Inquiry Use this task to access the Work With Account Change Request Inquiry form in the Account Inquiry program (P53220).

For additional information about the programs accessed by these tasks, see the following topics in the JD Edwards EnterpriseOne Applications Change Management Implementation Guide:

45.3.5 Planned Change Orders Page

The Planned Change Orders page (P51001X|W51001XC) enables users to:

  • Receive alerts regarding planned change orders.

  • Analyze multiple aspects for planned change orders such as costs and revenues.

  • Easily access tasks related to planned change orders.

To access the UX One Planned Change Orders page, log in to the EnterpriseOne system using the Project Manager role. When you log in with this role, the system automatically displays the Project Execution page. Click the Planned Change Orders task on the springboard to access the Mange Jobs page.

This graphic illustrates the Planned Change Orders page:

Figure 45-5 Planned Change Orders Page

Description of Figure 45-5 follows
Description of ''Figure 45-5 Planned Change Orders Page''

Watchlist Alerts

These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the watchlist alerts that are available on the Planned Change Orders page:

Watchlist Alert Description
Pending Planned Change Orders This alert tells users how many planned change orders are pending (status = P).

This alert is based on the Planned Change Order Entry program (P5314).

When you click the alert, the system displays the Work With Planned Change Orders form.

New Planned Change Orders This alert tells users how many change orders are at status S (submitted) or P (pending) and are within the time frame that you specify.

This alert is based on the Planned Change Order Entry program (P5314).

When you click the alert, the system displays the Work With Planned Change Orders form.

New Approved Planned Change Orders This alert tells users how many change orders are at status A (approved) and are within the time frame that you specify.

This alert is based on the Planned Change Order Entry program (P5314).

When you click the alert, the system displays the Work With Planned Change Orders form.


For additional information about the program associated with these watchlist alerts, see Creating Change Requests in the JD Edwards EnterpriseOne Applications Change Management Implementation Guide.

Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Planned Change Orders page:

Component Title Description
Revenue by Planned Change Order (P5314X|W5314XA) Use this chart to view the original, quoted, and final revenue for planned change orders.

This chart is based on the Planned Change Order Entry program (P5314).

Cost by Planned Change Order (P5314X|W5314XB) Use this chart to view the original, quoted, and final cost for planned change orders.

This chart is based on the Planned Change Order Entry program (P5314).

Subcontracts by Planned Change Order (P5314X|W5314XC) Use this chart to view the original, quoted, and final amounts for planned change orders by subcontracts.

This chart is based on the Planned Change Order Entry program (P5314).

Planned Change Orders by Status (P5314X|W5314XD) Use this chart to view the percentage of planned change orders at each status.

This chart is based on the Planned Change Order Entry program (P5314).


For additional information about the program associated with these charts, see Creating Change Requests in the JD Edwards EnterpriseOne Applications Change Management Implementation Guide.

Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Planned Change Orders page:

Task Description
Change Requests Use this task to access the Work With Change Requests form in the Change Request Entry program (P5310).

The following form layout is available:

  • Change Request Overview

The following grid format is available:

  • Simple

Planned Change Orders Use this task to access the Work With Planned Change Orders form in the Planned Change Order Entry program (P5314).
Change Orders Use this task to access the Work With Change Orders form in the Change Order Entry program (P5315).

For additional information about the programs accessed by these tasks, see the following topics in the JD Edwards EnterpriseOne Applications Change Management Implementation Guide:

45.3.6 UX One: Change Orders Page

The Change Orders page (P51001X|W51001XB) enables users to:

  • Receive alerts regarding new and pending change orders.

  • Analyze revenues and costs for change orders, and subcontracts and status for change orders.

  • Easily access programs to work with change orders.

To access the UX One Change Orders page, log in to the EnterpriseOne system using the Project Manager role. When you log in with this role, the system automatically displays the Project Execution page. Click the Change Orders task on the springboard to access the Change Orders page.

This graphic illustrates the Change Orders page:

Figure 45-6 Change Orders Page

Description of Figure 45-6 follows
Description of ''Figure 45-6 Change Orders Page''

Watchlist Alerts

These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the watchlist alerts that are available on the Change Orders page:

Watchlist Alert Description
Pending Change Orders This alert tells users about the number of change orders at status code P (pending).

This alert is based on the Change Order Entry program (P5315). When you click the alert, the system displays the Work With Change Orders form.

New Change Orders This alert tells users about the number of change orders at status code S (submitted) or P (pending), and that are within the time period specified in the query.

This alert is based on the Change Order Entry program (P5315). When you click the alert, the system displays the Work With Change Orders form.

New Approved Change Orders This alert tells users about the number of change orders at status code A (approved), and that are within the time period specified in the query.

This alert is based on the Change Order Entry program (P5315). When you click the alert, the system displays the Work With Change Orders form.


For additional information about the program associated with these watchlist alerts, see Creating Change Requests in the JD Edwards EnterpriseOne Applications Change Management Implementation Guide.

Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Change Orders page:

Component Title Description
Revenue by Change Order (P5315X|W5315XA) Use this chart to view the original, quoted, and final revenue for change orders.

This chart is based on the Change Order Entry program (P5315).

Cost by Change Order (P5315X|W5315XB) Use this chart to view the original, quoted, and final cost for change orders.

This chart is based on the Change Order Entry program (P5315).

Subcontracts by Change Order (P5315X|W5315XC) Use this chart to view the original, quoted, and final amounts for change orders by subcontracts.

This chart is based on the Change Order Entry program (P5315).

Change Orders by Status (P5315X|W5315XD) Use this chart to view the percentage of change orders at each status.

This chart is based on the Change Order Entry program (P5315).


For additional information about the program associated with these charts, see Creating Change Requests in the JD Edwards EnterpriseOne Applications Change Management Implementation Guide.

Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Change Orders page:

Task Description
Change Requests Use this task to access the Change Request Entry program (P5310).

The following form layout is available:

  • Change Request Overview

The following grid format is available:

  • Simple

Planned Change Orders Use this task to access the Work With Planned Change Orders form in the Planned Change Order Entry program (P5314).
Change Orders Use this task to access the Work With Change Orders form in the Change Order Entry program (P5315).

For additional information about the programs accessed by these tasks, see the following topics in the JD Edwards EnterpriseOne Applications Change Management Implementation Guide: