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Requirements Header Fields

 
Requirements Header Fields
1

Based On* Field

1. 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.
2

Program* Field

2. Program* Field
Required. Select "(Portfolio)" or a specific program.
3

Project Field

3. Project Field
This list is filtered by the selection in the Program* field.
4

Link Type Field

4. Link Type Field
A list of PMWeb record types. This list is filtered by the selection in the Based On* field.
5

Linked To Field

5. Linked To Field
A list of records. This list is filtered by the selection in the Project and Link Type fields.
6

Linked Line Field

6. Linked Line Field
A list of lines in the record selected in the Linked To field.
7

Requirement ID* Field

7. Requirement ID* Field
Required. An alphanumeric ID for the record.
8

Currency Field

8. Currency Field
9

Category Field

9. Category Field
10

Description Field

10. Description Field
11

Scope Field

11. Scope Field
A brief description of the work involved in the requirement.
12

Resource Type Field

12. Resource Type Field
13

Classification Field

13. Classification Field
14

Skills Field

14. Skills Field
15

Country Field

15. Country Field
16

Region Field

16. Region Field
17

Priority Field

17. Priority Field
18

Pay Type Field

18. Pay Type Field
19

Rate Basis Fields

19. Rate Basis Fields
Select either "Hourly Rate" or "Fixed Amount" from the list and then enter a currency value.
20

Cost Code Field

20. 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
21

Requested By Field

21. Requested By Field
23

Start* Field

23. Start* Field
Required. The date and time here cannot be later than Finish but can be the same.
24

Finish* Field

24. Finish* Field
Required. Cannot be earlier than Start.
25

# of Resources Field

25. # of Resources Field
The Required column is editable. The default is "1". The Assigned and Variance columns are read only.
26

Work Days Field

26. Work Days Field
The Required column is editable. The default is "1". The Assigned and Variance columns are read only.
27

Hours Per Day Field

27. 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.
28

Hours Total Field

28. Hours Total Field
All fields in this role are read only.
29

Warn of Overbooking Checkbox

29. Warn of Overbooking Checkbox
Check this box to note that an overbooking warning should be given. For future use.
30

Closed Checkbox

30. Closed Checkbox
Check this box to note that the requirement is closed.