There are several setup options in Pims which must be configured before any project data can be entered into the system. These settings are available in the ‘Project Control Basis Setup’ screen. This screen is found under the ‘Project Control Basis’ section on the Navigator bar.
On the left hand side of the setup screen, a vertical list of tab pages is provided, for different setup options. Each of these tabs is covered below.
The first tab on the Project Control Basis Setup screen provides several options, split into three main areas on the screen, as seen below.
Figure 33: Project Control Basis Setup Form
|Project Start||The Start Date for the project. When Work Packages are defined, it will generate periodic data starting at the Project Start Date, and ending one month after Project Finish Date.
To change the Project Start Date after the project has started, please contact your Pims Administrator.
|Project Finish||The Finish Date for the Project.|
|Currency||The Currency option is used to determine the main control currency of control for the project. See section “Currencies” for more details about how to set up the currencies which will be used on the project.|
|Inflations Base Date||The Inflations Base Date is the date from which inflation calculations should start. This setting is usually set to the same date as the project Start Date.|
|Cut Off Type||Type of cut off. E.g. “Monthly Last Sunday” (MLD).|
|Project Description||A summary of the project. Can be used by for example project web portals.|
|Number of WBS Levels||Number of levels in the WBS, excluding the Work Package level. So if you have 4 levels plus the Work Packages, input 4.|
|Separator character||If you have a separator between the codes in the WBS input it here. E.g. if the WBS looks like this “4-AA-00”, input “-“ as a separator character.|
|Number of Characters||The number of characters at each level, excluding any separator character.|
before entering the detailed WBS information into the system, you must first make some decisions about the format of the WBS. There are three different configuration options for the WBS. These are available on the ‘Project Control Basis Setup’ screen, found under the ‘Project Control Basis’ section on the Navigator Bar.
Firstly, you must decide on how many levels deep the structure should be, as discussed in the previous section. In this example, three levels have been selected.
The next two options will determine the format of the WBS Code. Each level in the WBS structure will be identified by a unique alphanumeric code. This WBS Code has a special format in which each level of the structure is identified by a set number of characters in the code, e.g. the first character could be for level one identification, the next one for level two, and the next two characters for level three.
|1||Agape field development project|
It is possible to select a separator character which will go between the level characters in the WBS code. This can be entered into the Separator Character box provided. For example, if a full stop was used, then the Loading terminal WBS Code would be “1.2.01”.
Figure 34: Baseline Administrators Tab
To be able to perform certain actions, e.g. activate a new control estimate, or approve a monthly status report, the user has to be a “Baseline Administrator”. In the Baseline Administrators screen you can add or remove who have these privileges.
The ‘Currencies’ tab is used to define which currencies can be utilized on the project. A short currency code and a longer description can be entered for each of these. An exchange rate should also be entered for each currency. These fixed exchange rates are usually agreed at the start of a project. The exchange rates always related to back to the project currency of control, as selected in the Project Control Basis settings tab. This base currency therefore has an exchange rate of 1.0 in this list, as shown for NOK in the following example.
Inflation factors can be used to take economic inflation into account when developing project estimates. The inflation factors are entered into the ‘Inflation’ tab in the Project Control Basis Setups screen. A single inflation rate can be entered for the duration of the project, or alternatively, different inflation rates can be calculated for each year in the project. Each inflation period should be defined by a Start and End date. The inflation rate itself is defined using a factor, rather than a percentage. For example an inflation of 3% would be represented by 1.03.
Figure 35: Inlfation Tab
Project estimates can be developed using quantities, units, and unit rates values. For example an estimate for a particular activity could be estimated based on a number of man-hours work at a given hourly rate. The ‘Estimate Units’ tab allows you to define which unit measures are available for use on estimates. New units can be added at any time, as and when they are required. To learn more about entering estimate values, see section separate section.
Figure 36: Estimate Units Tab
The ‘Team Members’ tab is used to define which staff members have access to the current project.
Figure 37: Team Members Tab
As described in section “Estimate Units”, it is possible to run multiple different projects in Pims, where each project is set up in a separate ‘Domain’. If a user already has an account on another domain, and you want to grant them access to the current domain, then you should use the Add Existing Person(s) button to do this. If the person does not have access to any other domains, then you can add this person using the Add New Person button.
Note that this tab page might not be available, or have another name, in your configuration. SSB Codes are “Statistisk Sentralbyrå” codes, used for investment reporting according to a predefined stucture provided by Statistics Norway.