Optional

In this tab, it is possible to set the configurations referring to the project customer, billing, service report, integrations, among other information. For that, use the following sub-tabs:

1.In the Customer/Supplier tab, it is possible to parameterize the details regarding the association of customers and suppliers with projects of this type. The following options are available:

Required: Check this field for the association of customers/suppliers with the projects to be mandatory. If this option is not checked, associating customers/suppliers with projects of this type will not be required.

Restrict changes to planning or revision situations: Check this option so that associating customers/suppliers with projects is possible only when their status is planning or revision. If this option is not checked, customer/supplier association will not be restricted for as long as the projects of this type can be edited.

2.In the Task tab, it is possible to perform the following parameterizations regarding the tasks of the projects of this type:

Default task type: Select the task type that will classify the tasks defined for the projects of this type by default. The type selected in this field can be changed, if necessary when planning projects of this type.

Generate automatic identifier in the tasks: Check this option so that the project task ID # (SE GanttChart) is generated by the system when adding templates and projects to the type in question. If this option is not checked, the "Generate automatic identifier in the tasks" option will also be displayed as unchecked. By defining the task ID #s to be generated automatically, the system will generate a sequential number to identify the tasks added to the project and it may not be edited. If this definition is not set, the task ID # may be edited, and it will be possible to enter a number or code to identify it.

3.In the Mask tab, it is possible to parameterize for the system to use, when adding projects to this type, the automatic identification resource. To do that, check the Use mask for identification option and, on the field that will be enabled, select the desired identification mask. Note that only masks whose object is "Project" are available for selection. Use the other buttons next to the field to view the data of the selected identification mask and clear them. Check the Enable ID # change option to allow the generated ID # to be edited when adding projects of this type. If this option is not checked, the generated ID # may not be edited.

4.In the Invoicing/Payment for hours tab, it is possible to parameterize the information that will be displayed both on the data screen and in the service reports of the projects of this type in the SE Time Control component. Check the Payment for hours and/or Invoice for hours options for this information to be displayed. The option that is not checked will not be displayed.

5.In the Service report tab, it is possible to customize the parameterizations referring to the service reports of the projects of this type, issued in the SE Time Control component. The following options are available:

Service report financial configuration: Check the options corresponding to the hour type (paid and/or billable) that must be considered when generating the service report. The option that is not checked will be counted in the service report.

Enable service report to be added: Check this option for it to be possible to issue service reports of the tasks of this type. If this option is not checked, it will not be possible to issue service reports.

The settings in the Billing/Payments tab and in the Service Report tab will only work correctly if the SE Time control component is part of the solutions acquired by your organization. These configurations will impact the Service report screen. Refer to this section for further details about the project and nonproject tasks service reports.

6.In the Integrations tab, it is possible to enable the integration of the project type with other SE Suite components, which allows the creation of objects in other SE Suite components from the projects that belong to it. To do that, check the Enable automation option and, in the Component field, select the desired option:

▪APQP/PPAP: Select this option to create APQPs from the projects of this type. The other fields will be filled with the object (APQP / PPAP) and with the operation to be performed (APQP project). In order for this feature to function properly, it is necessary for the SE APQP/PPAP component to be part of the solutions acquired by your organization.

▪Audit: Select this option to create audits from the projects of this type. The other fields will be filled with the object (Audit) and with the operation to be performed, (audit project). For this resource to work correctly, it is necessary for the SE Audit component to be a part of the solutions acquired by your organization.

7.In the View profile tab, it is possible to associate a view profile that will be applied to the schedule and SE GanttChart visions of the projects of this type. For that, in the respective field, select the desired view profile. Note that only project view profiles are available for selection. Use the other buttons next to the field to view the data of the selected view profile and clear the field.

8.Use the Deviation tab to set parameterizations referring to the execution of past due tasks of the projects of this type. For that, check the Control of tasks performed past due option and fill in the following fields:

Check delay regarding: Check the Start date and/or End date to define in relation to which date the execution of the tasks of this type will be considered past due.

Filling out to explain reason for delay is obligatory: Check this option for the user to be required, when starting the execution of a task, to enter the reason for the delay in the Result field of the task data screen. If this option is not checked, it will be possible to finish the projects of this type without completing the fields of the "Result" section.

Incident: Check this option for the system, when a task of this type is executed late, to trigger an incident. In the Incident type field, select the type of the incident that will be triggered. In order for this feature to function properly, it is necessary for the SE Incident component to be part of the solutions acquired by your organization.

For example:

▪If it is configured that the delay verification must be made in relation to the start date and the "Filling out to explain reason for delay is obligatory" option is checked, when the user executes the task with a start date after the planned date/rescheduling of the task, it is mandatory to fill in the Reason for delay field.

▪If it is configured that the delay verification must be made in relation to the end date and the "Filling out to explain reason for delay is obligatory" option is checked, when the user executes the task with an end date after the planned date/rescheduling of the task, it is mandatory to fill in the Reason for delay field.