Manage Progress and Status - 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 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. As a member of the project controls team, I need to define the planning baseline for long lead items and requisitions.

  7. 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.

  8. 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.

  9. As a member of the project team, I need to perform tasks that will provide the actual dates for events in the engineering domain.

  10. As a member of the project team, I need to perform tasks that will provide the actual dates for events in the purchasing domain.

  11. 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.

  12. As a member of the project team, I need to perform tasks that will provide the actual dates for events in the site domain.

  13. <automated process> Smart Materials collects the actual dates automatically as events occur.

  14. 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.

  15. <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.

  16. 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.