Project Management

Enhanced Project Creation Options

When creating a project from a template or an existing project, choose which additional project details to copy, including assignees, project members, state and percent complete, external constraints, and deliverables.

Add Attachments and Deliverables to Bookmark When Existing Object is Connected

When an attachment or deliverable is added to a project object (e.g., a task), it is automatically added to the bookmark defined at the project level.

Determine Task Completion by Completion of Mandatory Checklist Items

Automatically calculates task completion based on the completion of deliverables in its mandatory checklist items.

Effort-Based Scheduling

Consider estimated effort in the 'Resource Allocation' view, enabling assignees to work on multiple tasks during the same period as long as their total capacity does not exceed 100%.

Value Network

Managing Approved Manufacturer Lists

Define multiple AMLs (Approved Manufacturer List) for a buy part to support different sourcing scenarios. Each AML specifies a set of approved MEIs (Manufacturer Equivalent Items). Use 'Source Count' to determine how many MEIs should be used and 'Distribution' to define the percentage allocated to each MEI, helping ensure sourcing is appropriately spread across approved manufacturers.

Managing Supply Definitions

Manage Supply Definitions, a procurement-focused view of the product BOM that defines what needs to be purchased and from whom. For each buy item, identify the applicable Approved Manufacturer List (AML) and associated Manufacturer Equivalent Items (MEIs), including preferred manufacturers, approved alternatives, and other relevant sourcing information.

Classification Management

Copy Classification Attribute Values from One Object to Another

Copy classification attribute values from one object and apply them to up to 50 other objects within the same class, reducing repetitive data entry and ensuring consistent classification across objects.