1. Project Tracking Web
Innovations 2017

2. Tired of Tracking Projects Like This?
The CHAMPS Project Tracking Module gathers transaction details and tracks the financial aspects of a wide variety of projects, including capital projects, engineering projects, cost-sensitive projects, etc.  Project Tracking makes it possible to capture, analyze, and report on the financial impact of projects.

3. Integration Touchpoints
WO AP PO PR PT MR INV TC
Project Tracking is integrated with other CHAMPS modules, including Accounts Payable, Purchase Orders, Purchase Requests, Material Requests, Inventory, Timecard and Work Orders.

4. How Does Project Tracking Benefit You?
Your already using it. How does PT Benefit You?

5. The Two Forms of Project Tracking
Simple
Enhanced

6. Simple Project Tracking
Keep Track of Project Costs
Summary
Add
Edit
Project tab
Associated WO’s tab
PT Well Pump Overhaul

7. Enhanced Project Tracking
Connects Cost Accumulating Records
Provides Visual Threshold Cues
s Project Planners
PT Upgrade 8" Steam Header Valves

8. Enhanced Project Tracking
Summary
Add
Edit
Project tab
Associated Task(s) tab
Costs tab
Preferences
Cost Adjustment
Planners
PT Repave Parking Zones A – E (for multi-task proj.)

9. Associated Task(s) Tab
Transactions
Time Cards
Parts Movements
Manual Cost Adjustment
Linked Documents
Work Orders
Material Request
Purchase Requests
Purchase Orders

10. Cost Tab Values FIELD DEFINITIONS Estimated Material
Total entered Estimated Material on Capital / Expense Tasks.
Labor
Total entered Estimated Labor on Capital / Expense Tasks.
Contract
Total entered Estimated Contract on Capital / Expense Tasks.
Actual
Accumulated Inventory transactions (Issues and Returns) related to the Project Task and its associated Work Orders. This column also contains material costs that have been entered on the Project Tracking Cost Adjustment window.
Accumulated Timecard labor costs related to the Project Task and its associated Work Orders. This column also contains Labor costs entered on the Project Tracking Cost Adjustment window.
The accumulated value of PO Line Items with non-Receivable SKUs related to the Project Task and its associated Work Orders. This column also contains contract costs entered on the Project Tracking Cost Adjustment window.
Committed Costs / Open
Remaining MR
Total cost of non-Cancelled Material Request that remain to be Issued.
Approved PR
Total cost of Purchase Request detail lines having an Open, Hold or Quote status.
Open PO
Total cost of Open status Purchase Order Line Items that have yet to be received, related to Receivable SKUs.
Open Contract
Total cost of Open status, non-Receivable PO Line Items yet to be transferred to an AP Voucher.
Open Labor
Total cost of entered and submitted Timecards that have yet to be Approved.
Open Adj Matl
Total cost of Open status, Material-type Adjustment Costs.
Remaining
Remaining = Estimated – Actual – Committed. The project planner can be notified via by the Cost Recalculation process when the remaining amount falls below the designated notification amount.

11. Cost Tab Values - Transactions

12. Cost Tab Values - Linked Documents