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As a project planner, I need to set up milestones that will describe events occurring in the supply chain, like release requisition to procurement, issue purchase order, and receiving materials.
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As a project planner, I need to set up planning groups and progress rules so that the system tracks the appropriate events for each item/requisition planned and can report progress automatically.
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As a member of the project controls team, I need to define the discipline budgets so that the Smart Materials system can keep track of budgets versus expenditures.
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As a project planner, I need to create an item or requisition plan so that the system can automatically track both dates and progress in a later stage. The start point of planning could either be planning itself, prior to requisitioning, or an existing requisition.
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As a requisition owner, I might create a new requisition based on the planning, and as a buyer, I might create a new inquiry based on the plan.
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As a member of the project controls team, I need to define the planning baseline for long lead items and requisitions.
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As a project planner, I need to reconcile the planning baseline in Smart Materials for long lead items and requisitions against what was defined by the project planning team in the project planning system.
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As a project planner, I need to define or adjust the forecast dates for long lead items and requisitions. This might happen as a result of input from project planning, engineering, materials control, purchasing, and site.
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As a member of the project team, I need to perform tasks that will provide the actual dates for events in the engineering domain.
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As a member of the project team, I need to perform tasks that will provide the actual dates for events in the purchasing domain.
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As a member of the project team, I need to perform tasks that will provide the actual dates for events in the materials control domain.
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As a member of the project team, I need to perform tasks that will provide the actual dates for events in the site domain.
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<automated process> Smart Materials collects the actual dates automatically as events occur.
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As a project planner, I need to report and analyze the actual dates as provided by the project team so that new forecasts can be generated.
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<automated process> Smart Materials calculates progress for requisitions and long lead items based on the completed actual event milestones, the completed man-hours, and the defined progress rules.
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As a member of the project controls team, I need to report and analyze the progress as calculated by Smart Materials so that we can address issues as soon they are recognized.