Setting up project work

Learn about the setting up project work.

1: Setting up project work
2: Set up resources for users

Before you can manage project work processes, you must configure the values that define the company’s project work policies.

You must define the general setup on the Pryme Project Work Setup page, which is typically done once during the initial implementation.

A separate series of tasks, related to setting up resources, is to be informed about the progress of work items you’re responsible for.

1 - Setting up project work

Before working with project work, specify on Pryme Project Work Setup the number series used for work items or settings for their cues or enable email notifications for work items if you prefer sending them.

Number series settings

On the Number Series FastTab, you must specify unique identification code to use for work items.

Work item cues settings

On the Work Item Cues FastTab, you can specify length of period used for calculating due soon and due starting soon work items.

Email notifications settings

On the Email Notifications FastTab, you can specify whether you want email notifications to be sent when work item is assigned to someone or when work item is overdue to start or complete, and template for email notification subject.

Use the Schedule Email Notifications action if you want automatically to create a job queue entry for sending email notifications for work items.

Tip

Job queue entry will only send only email notifications for those work items that are overdue to start or complete, if sending these email notifications is enabled.

2 - Set up resources for users

To correctly manage project work activities, you must set up users on resources.

Note

Information regarding work items you’re responsible for will not be visible until your user is assigned to the resource that is assigned to the work items.

To set up a resource

On a card for your resource, you need to assign the time sheet owner user.

Choose the 🔎 icon, enter Resources, and then choose the related link.
Select the Resource and choose the Edit action.
Fill in the field Time Sheet Owner User ID.

To set up a resource on PGS

Choose the 🔎 icon, enter User Setup, and then choose the related link.
Fill in the field Resource Code on the selected User Setup.