Defining Project and Activities Definitions

To set up activities by service, use the Activities by Service (SPB_SRC_ACT) component or the Activities by Service (SP_ACT_BY_SVTYP) component. To define project activities, use the Project Activities (SPA_PROJ_ACT) component. To define project roles associated with activities, use the Service/Project Role (SPB_PROJ_ROLE) component.

To maintain project information, use the Maintain Service Projects (SPA_PROJECT) component. To set up project types, use the Project Types (SPA_PROJ_TYPE_DEFN) component. To set up service activities, use the Service Activities (SPB_ACTIVITY_TBL) component.

This topic discusses how to define project and activities definitions.

Page Name

Definition Name

Usage

Project Types Page

SPA_PROJ_TYPE_DEFN

Maintain project types.

Manage Services Projects

SPA_MANAGE_PROJ

Manage services projects from a central location.

Maintain Services Projects Page

SPA_PROJECT

Maintain project information.

This page is available only when Project Costing is implemented.

Project Activities Page

SPA_PROJ_ACT

Define a project activity.

Service Activities Page

SPB_SETID_ACTIVITY

Define service activities for deliverables-based services.

Bid Factors by Activity Page

SP_BDFTR_BY_ACT_PG

Define the bid factors by deliverable activity.

Service Activities Page

Bid Factor Group Page

SP_BDFTR_GRP_SRCH

Select bid factors to add to the service activity.

Service Activities Page

Activities by Service Page

SPB_SRC_ACT

Associate one or more activities with a service.

Activities by Service Type Page

SP_ACT_BY_SVTYP

Associate one or more activities with a service type.

This page is available only when Project Costing is not implemented.

Use the Project Types page (SPA_PROJ_TYPE_DEFN) to maintain project types.

Navigation:

  • Services Procurement > Define Services Procurement > General Setup > Project/Activities Definitions > Project Types

  • Set Up Financials/Supply Chain > Product Related > Services Procurement > Projects > Manage Project Types

Projects are classified in groups called project types. For example, you can have construction projects, maintenance projects, and capital projects. Setting up project types and assigning them to projects enables you to analyze all projects of a certain type in relation to one another.

Use the Maintain Services Projects page (SPA_PROJECT) to maintain project information.

Navigation:

Click the Add button or click the link for an existing project from the Manage Service Projects page.

This example illustrates the fields and controls on the Maintain Services Projects page. You can find definitions for the fields and controls later on this page.

Maintain Services Projects page

Field or Control

Description

Processing Status

Select the activity status. Values are Active and Inactive.

Project Type

Enter the project type.

Percent Complete

Enter the percentage completed for the activity and the as of date for the specified percentage.

Start Date

Enter the project start date.

End Date

Select the project end date

Time Template

Enter the time template associated with the project

Use the Project Activities page (SPA_PROJ_ACT) to define a project activity.

Navigation:

  • Services Procurement > Define Services Procurement > General Setup > Project/Activity Definitions > Project Activities

  • Services Procurement > Manage Projects and Activities > Manage Project Activities

This example illustrates the fields and controls on the Project Activities page. You can find definitions for the fields and controls later on this page.

Project Activities page

Field or Control

Description

Description

Enter the activity description.

Status

Select the activity status. Values are Active and Inactive.

Use the Service Activities page (SPB_SETID_ACTIVITY) to define service activities for deliverables-based services.

Navigation:

  • Set Up Financials/Supply Chain > Product Related > Services Procurement > Service Types/Services > Define Service Activity Codes

  • Services Procurement > Define Services Procurement > General Setup > Project/Activity Definitions > Service Activities

This example illustrates the fields and controls on the Service Activities Page. You can find definitions for the fields and controls later on this page.

 Service Activities page

When Project Costing is not installed, service activities replace project activities and are used for both resource and deliverable-based services. When Project Costing is installed, service activities are defined for resource-based generic activities and for deliverables-based services. When the deliverables-based service is selected on a requisition, the activities linked to the service are also linked to the requisition. The bid factors linked to the activities appear by default on the Bid Factors by Requisition page.

Unlike project activities, service activities are not linked to projects. Therefore, service activities can be shared across projects.

Field or Control

Description

Activity Type

Select an activity type. Values are:

  • Deliverable: Select to activate the Activity Sub Type field values of Rate Based and Milestone activities.

  • Resource: Select to activate the Activity Sub Type field values of Generic Activity and Specific Activity.

Field or Control

Description

Activity Sub Type

Activity sub type is used to indicate the type work that this activity can be used for. The available values depend on the activity type that was selected.

When the activity type is Resource, the available Activity Sub Type values are Generic Activity and Specific Activity. Specific activities can be associated with resource-based service types and selected on related work orders to make them available during time entry. Generic activities are not related to work orders, but are available during time entry for any resource-based work order.

When the Activity Type is Deliverable, the available Activity Sub Type values are Milestone and Rate Based. Specific activities can be associated with deliverable-based work orders to make them available during time entry.

Status

Select a status. Values are Active and Inactive.

Inactive activities cannot be added to a service type or work order.

Field or Control

Description

Billable

Select to indicate that time associated with this activity is billable. This value acts as a default for the Activities by Service Type page.

Bid Factors by Activity

Click to access the Bid Factors by Activity page. You use the page to associate bid factors with activities. When you enter a service on a deliverable-based requisition, the bid factors linked to the activities for the service appear on the requisition. This enables suppliers to enter responses to these bid factors. The suppliers responses can be compared with each other to determine which supplier has the best bid.

Click Select Bid Factor Group to select bid factors from existing bid factor groups. Click OK to return to the Bid Factors by Service page.

Use the Activities by Service page (SPB_SRC_ACT) to associate one or more activities with a service.

Navigation:

  • Set Up Financials/Supply Chain > Product Related > Services Procurement > Service Types/Services > Define Activities by Service

  • Services Procurement > Define Services Procurement > General Setup > Project/Activity Definitions >

Activities can be linked to deliverables-based services. If activities exist that are typically performed for a service, you can link the activities to the service. When a requisition is created for a deliverables-based requisition, the activities linked to that service appear by default on the requisition, as well as bid factors linked to the activity.

Field or Control

Description

Activity

Enter an activity to associate with a service.

Field or Control

Description

Rate Amount

Enter a deliverable rate amount.

Note: This option is used for rate-based activities only.

Field or Control

Description

Rate Unit of Measure

Enter the rate in the unit of measure that is used throughout the fulfillment process.

Note: This option is used for rate-based activities only.

Field or Control

Description

Allow Delete Activity

Use this option during sourcing to control whether the service coordinator can remove bid factors associated with this activity from a requisition.

Use the Activities by Service Type page (SP_ACT_BY_SVTYP) to associate one or more activities with a service type.

Navigation:

  • Set Up Financials/Supply Chain > Product Related > Services Procurement > Service Types/Services > Activities by Service Type

  • Services Procurement > Define Services Procurement > General Setup > Project/Activity Definitions > Activities by Service Type

Activities can be linked to service types when Project Costing is not implemented. The activities available for a work order will be limited to those that have been linked to the related service type.

Field or Control

Description

Activity

Enter an activity to associate with a service type.

Field or Control

Description

Billable

Indicate whether this is a billable activity for the service type.

Field or Control

Description

Status

Indicate whether the status of the activity is active or inactive for the service type. Inactive activities cannot be selected during time or progress entry.