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Requirements Header Fields
Based On* Field Required. Select:
System - Work related to your enterprise but not connected to specific projects or locations
Projects - Work connected to projects
Locations - Work connected to locations
As you make selections in this field the labels and fields available in the header of the record change.
Program* Field Required. Select "(Portfolio)" or a specific program.
Project Field This list is filtered by the selection in the Program* field.
Link Type Field A list of PMWeb record types. This list is filtered by the selection in the Based On* field.
Linked To Field A list of records. This list is filtered by the selection in the Project and Link Type fields.
Linked Line Field A list of lines in the record selected in the Linked To field.
Requirement ID* Field Required. An alphanumeric ID for the record.
Currency Field
Category Field
Description Field
Scope Field A brief description of the work involved in the requirement.
Resource Type Field
Classification Field
Skills Field
Country Field
Region Field
Priority Field
Pay Type Field
Rate Basis Fields Select either "Hourly Rate" or "Fixed Amount" from the list and then enter a currency value.
Cost Code Field Cost Code Field . If a cost code is selected here a line is posted to the PMWeb Cost Ledgers to the "Estimated Costs" worksheet column. The currency values are calculated as:
If "Hourly Rate" is selected in the rate basis fields - the currency value in the field above times Hours Total (see below)
If Fixed Amount is selected in the rate basis fields - the currency value in the field above
Requested By Field
Progress Field
Start* Field Required. The date and time here cannot be later than Finish but can be the same.
Finish* Field Required. Cannot be earlier than Start.
# of Resources Field The Required column is editable. The default is "1". The Assigned and Variance columns are read only.
Work Days Field The Required column is editable. The default is "1". The Assigned and Variance columns are read only.
Hours Per Day Field The Required column is editable and must be between .01 and 24. The default is "8". The Assigned and Variance columns are read only.
Hours Total Field All fields in this role are read only.
Warn of Overbooking Checkbox Check this box to note that an overbooking warning should be given. For future use.
Closed Checkbox Check this box to note that the requirement is closed.
