Project Management

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    Pradeep Kumar
    Project Class vs Project Types vs Project Templates -...Answered
    Topic posted April 5, 2018 by Pradeep KumarGold Crown: 30,000+ Points, last edited January 30, 2019, tagged Financials 
    109 Views, 1 Comment
    Title:
    Project Class vs Project Types vs Project Templates - Purpose of each one?
    Summary:
    Project Class vs Project Types vs Project Templates - Purpose of each one?
    Content:

    Client wants to track projects by "Practice" (which are set up as Organizations). For ex. PeopleSoft Practice, Oracle HCM Cloud practice.

     

    And corresponding "Service Offerings"  for example, implementation services, production support services etc are setup as as Project Class Codes. Is it the correct approach or they should be setup as "Project Types" or "Project Templates" etc.

     

    Basically client would like to understand the relationship between below and have the correct structure.

    Project Class Codes, Project Class Categories, Project Type & Project Templates 

     

    Thanks for your help.

    Best Comment

    Becky Alvarez

    Yes this would be an appropriate way to use Project Classes.  Project Categories and Classes are used to group projects for reporting and tracking.   Class Categories is a broad subject within which you can classify projects, such as PeopleSoft Practice (using your example) The class code is a specific value of the category, such as Implementation Services, Support Services, etc.

    Project Types are the primary classification for the projects your business manages. You create project types to control basic project configuration options for burdening, billing, capitalization, and project categorization.  The project type will determine if the project is billable project of if it is a capital project.  If it it billable, then will there be burdening.  If it is not billable then it may be an inter project like an IT project or adding a parking lot so the it may be a capital project so at the end or as tasks are completed assets will be created.  You can also add the categories and classes you created to the types so they default every time you use this project type.  You can also add the categories and classes to your templates,

    Project templates enable you to quickly create projects that share common features, attributes, and options. So you create templates that contain basic project setups such as project type, classification, project tasks, etc. and you would use this to create other projects to make project creation faster. So using your example, you may have a Implementation Project template, a Support project template or maybe a PeopleSoft Implementation Template and an Oracle HCM Implementation Template, etc then when you need to create a new project for a PeopleSoft Implementation, you create the project from the Template.  You enter all the header information then it copies all the setups, attributes, options, tasks from the template into your project, then you just change what you need to and add additional information to save time.

    I hope this answers your questions.  If you have more you should refer to the PPM documentation or log a Service Request.

    Comment

     

    • Becky Alvarez

      Yes this would be an appropriate way to use Project Classes.  Project Categories and Classes are used to group projects for reporting and tracking.   Class Categories is a broad subject within which you can classify projects, such as PeopleSoft Practice (using your example) The class code is a specific value of the category, such as Implementation Services, Support Services, etc.

      Project Types are the primary classification for the projects your business manages. You create project types to control basic project configuration options for burdening, billing, capitalization, and project categorization.  The project type will determine if the project is billable project of if it is a capital project.  If it it billable, then will there be burdening.  If it is not billable then it may be an inter project like an IT project or adding a parking lot so the it may be a capital project so at the end or as tasks are completed assets will be created.  You can also add the categories and classes you created to the types so they default every time you use this project type.  You can also add the categories and classes to your templates,

      Project templates enable you to quickly create projects that share common features, attributes, and options. So you create templates that contain basic project setups such as project type, classification, project tasks, etc. and you would use this to create other projects to make project creation faster. So using your example, you may have a Implementation Project template, a Support project template or maybe a PeopleSoft Implementation Template and an Oracle HCM Implementation Template, etc then when you need to create a new project for a PeopleSoft Implementation, you create the project from the Template.  You enter all the header information then it copies all the setups, attributes, options, tasks from the template into your project, then you just change what you need to and add additional information to save time.

      I hope this answers your questions.  If you have more you should refer to the PPM documentation or log a Service Request.