Project Code Management System (PCMS) Application Standard Operating Procedures D Guidance 26-Jun: Would like to see a refresh of this title slide. Should be able to see representation of all services and civilians (i.e. humanitarian effort). Director would like for us to bring him a few recommendations of possible design refreshes. September 12, 2017

Project Code Management System Access to this application requires a SAR submitted to the DAAS Web Portal URL: https://www2.transactionservices.dla.mil/portal/portal.asp Upon SAR approval and access to the Project Code Management System (PCMS) application, the above link will be presented as active in your DAAS Web Portal main page. Click on the link to access PCMS (Project Code Categories C & D). Access to this application requires a SAR submitted to the DAAS Web Portal. The URL for the DAAS portal is: https://www2.transactionservices.dla.mil/portal/portal.asp Upon SAR approval and access to the Project Code Management System (PCMS) application, the above link will be presented as active in your DAAS Web Portal main page. Click on the link to access PCMS (Project Code Categories C & D).

PCMS – Initial Query Page The Project Code Initial Query provides the opportunity to query a project code. Selecting “Ctrl + F” may be used to search for records using the Find box at the top of the browser window. The project code query will appear to left side of the screen, highlighting the matching project code in the PROJECT_CODE column. This query will provide you the opportunity to read (project code detail information), delete (pending project codes), and update a project code as necessary. The Project Code Initial Query provides the opportunity to query a project code. Selecting “Ctrl + F” may be used to search for records using the Find box at the top of the browser window. Project code will appear highlighted under PROJECT_CODE.

PCMS – Add Project Code To add a new project code, select the Add Record button at the top of the query page. To add project code, select the Add Record button at the top of the query page.

PCMS – Add Project Code Page Start by selecting the Project Category. Must be entered for the auto-generation of the next available project code and enabling other required/optional fields. Project Category = C or D Project Code = [Auto-generated] Project Name = If available Duration Continuous = T or F Lifecycle = A, P, or R Duration Begin Date = Begin date Duration End Date = End date (If continuous = T, no date required) Project Use = Project info Reference = MSG, EXORD#, ADC# Code Owner = D, H, or J Service Agency = ALL or specific Service/Agency codes POC = Org, First Name, Last Name, Commercial Number, DSN, Email FMS Allowed = T or F NATO Only = T or F Auto Activate Date = Date to auto-activate a pending project code * See notes page for field explanations Project Category = C or D (C = 3-series; D = 9-series project codes) Project Code = System will auto-generate the next available C or D project code. Project Name = If available Duration Continuous = T or F. (T = True; F = False) Must be F for category D project codes. Lifecycle = A, P, or R. (A = Active; P = Pending; R = Reserved) Duration Begin Date = Begin date. Effective start date for the project code. Duration End Date = End date. Anticipated end date at the establishment of the project code. If continuous = T, no date required. Project Use = Clear text statement explaining the intended use of the code. Reference (MSG, EXORD#, ADC#) = Cite the authorization for a project code. Code Owner = D, H, or J (D = DoD MILSTRIP; H = OSD; J = CJCS) Service Agency = ALL or specific Service/Agency codes. Reference DLM 4000.25-1, MILSTRIP, Appendix 2.2, Service Agency Codes. POC = Org, First Name, Last Name, Commercial Number, DSN, Email FMS Allowed = T or F (T = True; F = False) NATO Only = T or F (T = True; F = False) Auto Activate Date = Date to auto-activate a pending project code

PCMS – Add record parameter entries At completion of data entry, click the Add button. At completion of data entry, click the Add button.

PCMS – Add Project Code Confirmation Review content and click Add to save the record or Cancel to return to the query page. Review content and click Add to save the record or Cancel to return to the query page.

PCMS – System Record Save Verification PCMS will verify the record was successfully saved. Click the Return to Table button to return to the project code query page. PCMS will verify the record was successfully saved. Click the Return to Table button to return to the project code query page.

PCMS – Query to Validate Project Code Query for the new project code and PCMS will highlight newly added project code (PROJECT_CODE).

PCMS – Update Project Code To update an existing project code, query for the project code (Ctrl + F) and click update in the right most column. To update an existing project code, query for the project code (Ctrl + F) and click update in the right most column. An expired project code cannot be updated.

PCMS – Update Project Code Make changes and select the Update button when finished editing the record. Make changes and select the Update button when finished editing the record.

PCMS – Update Project Code Confirmation Verify updates are ready to be saved and click the Update button or Cancel to return to the query page. Canceling an update loses all changes made to the record. Verify updates are ready to be saved and click the Update button or Cancel to return to the query page.

PCMS – System Update Save Verification PCMS will verify record updates were successfully saved. Click the Return to Table button to return to the project code query page. PCMS will verify record updates were successfully saved. Click the Return to Table button to return to the project code query page.

PCMS – Reserved Record Parameters When reserving a project code that is not quite ready for activation, set Lifecycle to R. Changing Lifecycle to R only requires the entry of the Project Code. No other fields required. Click the Add button to complete the creation of the reserved project code. When reserving a project code that is not quite ready for activation, set Lifecycle to R. Changing Lifecycle to R only requires the entry of the Project Code. No other fields required. Click the Add button to complete the creation of the reserved project code.

PCMS – Reserved Project Code Confirmation Review content and click Add to save the record or Cancel to return to the query page. Review content and click Add to save the record or Cancel to return to the query page.

PCMS – Save Reserved Code Verification PCMS will verify the record was successfully saved. Click the Return to Table button to return to the project code query page.

Query to Validate Project Code Reserved Query for the reserved project code and PCMS will highlight newly added project code (PROJECT_CODE). Query for the reserved project code and PCMS will highlight newly added project code (PROJECT_CODE).

PCMS – Delete Reserved Project Code Only reserved project codes provide a delete option for the record. Click delete to request deletion of the project code. Only reserved project codes provide a delete option for the record. Click delete to request deletion of the project code.

PCMS – Confirm Reserved Record Deletion Review content and click Confirm to proceed with deleting the record or Cancel to return to the query page. Review content and click Confirm to proceed with deleting the record or Cancel to return to the query page.

Project Code Deletion Verification Screen PCMS will verify record was successfully deleted. Click the Return to Table button to return to the project code query page. PCMS will verify record was successfully deleted. Click the Return to Table button to return to the project code query page.

PCMS – Back to Query Table This completes the standard operating procedures for PCMS. To exit PCMS, close the browser (x).