Manage Requisitions - Level 2 - Intergraph Smart Materials - Version 2.0 - Reference - Hexagon PPM

Intergraph Smart Materials Enterprise Work Process for Materials Management

PPMProduct
Intergraph Smart Materials
PPMCategory_custom
Reference
Version_SPMat
2020 (10.0)
  1. As a project director, I need to create or define a portfolio so that the grouping and tracking of projects can be assigned for overall review.

  2. As a project controls analyst, I need to create a project so that I can define a WBS, assign a budget, and set up cost account codes.

  3. As a project manager, I need to approve the project so that I can create contracts, establish contract line items and milestones, and create or update PO or contract commitments.

  4. As a project controls analyst, I need to create or import the project WBS so that account codes and budgets can be organized at each level.

  5. As a project controls analyst, I need to create or import the project budget so that a baseline is set for my project.

  6. <automated process> The account codes and budget are automatically created in Smart Materials based on the EcoSys WBS.

    This automated step requires configuration of the Smart Materials and EcoSys APIs. For more information, please download the Smart Materials Web API package on Smart Support > View Downloads > Smart Materials > Service Packs and Fixes > Current Version.

  7. As a project controls analyst, I need to create contracts so that I can establish line items and milestones, as well as create or update PO or contract commitments.

  8. As a project controls analyst, I need to establish contract line items and milestones so that detailed records can be tracked at a granular level.

  9. As a project controls analyst, I need to create or update the PO or contract commitments so that accurate detailed transactions can be processed.

  10. As a project manager, I need to approve the contract so that the project reflects any commitments ormilestones that have been completed.

  11. As a project planner, I need to define and set up the requisition and agreement plan so that the creation and issue of the requisitions happens in accordance with the overall project objectives and that all critical events are automatically tracked by Smart Materials so that constant control is achieved.

  12. As a materials discipline lead, I need to set up the rules for requisitions, including numbering rules, grouping strategy, split criteria, and disposition (contingency) rules.

  13. As a materials discipline lead, I need to define the MTO execution strategy so that the BOM line items are properly grouped to ensure an efficient procurement process. The grouping can be based on the entire BOM structure or any subset thereof.

  14. As a project planner, I need to define the plan and required on-site (ROS/RAS) dates for materials packages.

  15. As a materials engineer, I need to run the MTO process from BOM set defined as per the rules set by the MTO execution strategy.

  16. Option A <automated process> Smart Materials will create or revise the requisition.

  17. Option B As the requisition owner, I might create or revise the material requisition manually.

  18. As a SmartPlant Foundation user, I need to manage the engineering and supporting documents for the project so that technical information will be available downstream.

  19. As a document controller, I need to manage engineering and supporting documents for the project so that technical information will be available downstream.

  20. As the requisition owner, I need to attach the supporting documents to the requisition.

  21. As the requisition owner, I need to maintain the requisition by defining VDRs, material group, ROS/RAS dates, budget, account codes, and so forth.

  22. As a materials discipline lead, I need to validate the requisition and submit it for approval by the project team.

  23. As a project team, we need to approve and release the requisition to procurement.

  24. <automated process> The requisition commitment is automatically created in EcoSys.

    This automated step requires configuration of the Smart Materials and EcoSys APIs. For more information, please download the Smart Materials Web API package on Smart Support > View Downloads > Smart Materials > Service Packs and Fixes > Current Version.