Product Project Maintenance

Menu Path: Product Lifecycle Management $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Product Project Maintenance

Purpose

Set up product projects for product lifecycle management.

Overview

Use Product Project Maintenance to create, edit, and delete product projects. You can set up product projects to track development of new products, product lines, styles, product categories, and product subcategories. Each product project is a workflow for which tasks can be assigned.

Example You want to track the development of a new product called product X. You can create a product project for the development workflow.

After you create a product project, you can launch the workflow for it, and optionally begin data entry for it.

Creating Product Projects

To create a new product project:

Click the New button in the ribbon.
If a product project code is not automatically entered in the Project Code field or you are allowed to override the automatically generated code, enter a code for the product project.
Enter a name for the product project in the Project Name field.
Click the Lookup button to the right of the Type field and select the type of project. For example, if the project is to track development of a new product, select Product.
Enter a description of the product project in the Description field.
Select the status of the product project.
If you selected Product in step 4, and you want to be able to assign work to workflow teams based on a product category, product subcategory, product line, or product style, select a grouping for the product project, and enter the appropriate criteria.
Click the OK button in the ribbon. The product project is created.
If you want to launch a workflow for the product project, enter a workflow definition in the Workflow Definition Code field, and then click the Launch Workflow Only button in the ribbon. If you want to launch the workflow and begin data entry immediately, click the Launch Workflow and Begin Data Entry button instead of the Launch Workflow Only button.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Product Project Maintenance window. This button is only available if you are not creating, editing, or deleting a product project.
New	Click this button to create a new product project. This button is only available if you are not creating, editing, or deleting a product project.
Update	Click this button to update the selected product project. This button is only available if you are not creating, editing, or deleting a product project.
Delete	Click this button to delete the selected product project. This button is only available if you are not creating, editing, or deleting a product project. Note You cannot delete a product project if there are open or assigned workflows for it.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first product project. This button is only available if you are not creating, editing, or deleting a product project.
Prev	Click this button to display the previous product project. This button is only available if you are not creating, editing, or deleting a product project.
Next	Click this button to display the next product project. This button is only available if you are not creating, editing, or deleting a product project.
Last	Click this button to display the last product project. This button is only available if you are not creating, editing, or deleting a product project.
Launch Workflow Only	Click this button to launch a workflow for the selected product project using the workflow definition code entered in the Workflow Definition Code field. When you click this button, the Lifecycle Key Entry window appears, and enables you to select a default product lifecycle management team and enter a description for the workflow. This button is only available if you are not creating, editing, or deleting a product project.
Launch Workflow and Begin Data Entry	Click this button to launch a workflow for the selected product project using the workflow definition code entered in the Workflow Definition Code field, and then immediately begin data entry for the workflow. When you click this button, the Lifecycle Key Entry window appears, and enables you to select a default product lifecycle management team and enter a description for the workflow. After you click the OK button in the ribbon in the Lifecycle Key Entry window, the Lifecycle Data Entry window appears and enables you to enter data for the workflow. This button is only available if you are not creating, editing, or deleting a product project.

Main Tab Fields and Buttons

Field or Button	Description
Project Code	Enter a product project code, or click the Lookup button to select an existing product project code. This value may default to the next product project code based on options selected in Lifecycle Control Maintenance. Note This field is disabled if product project codes are generated automatically, and users are not allowed to manually override the codes.
Project Name	Enter a name for the product project.
Workflow Definition Code	Enter a product lifecycle management workflow definition code if you want to launch the workflow for the selected product project, or click the Lookup button to select a workflow definition code. This field is only available if you are not creating, editing, or deleting a product project. For more information on setting up workflow definition codes, see Lifecycle Definition Maintenance.
Type	Click the Lookup button to select the type of product project. Example You are creating a product project to track the development of a new product. Select Product.
Description	Enter a description of the product project.
Status	Select the status of the product project. You can select one of the following statuses: Active Setup Discontinued Note Only active status product projects can be used for workflows.
Grouping	If you want to assign a product category, subcategory, product line, or product style to a product project, select the appropriate option. You can use the grouping as a criterion when setting workflow assignment team rules. Example If a product project is assigned to product category A, you can then set up a rule that all work for product category A project products are assigned to workflow team B. These radio buttons are only available if you select Product for the Type field.
Category/Product Line/Product Style	Enter a product category, product line, or product style you want to associate with the product project, or click the Lookup button to select a product category, product line, or product style. These fields are only available if you select Product for the Type field.
Subcategory	Enter a product subcategory you want to associate with the product project, or click the Lookup button to select a subcategory. This field is only available if you select Product for the Type field and Subcategory for the Grouping option.
Workflows	This grid displays workflow information for the selected product project. Double-click a workflow to display Lifecycle Data Entry, which enables you to enter data for the workflow.