This guide also applies to on-premise implementations

Contents

Title and Copyright Information

Preface

1 Overview

2 Rapid Implementation of Project Financial Management Applications

3 Define Synchronization of Users and Roles from LDAP

4 Define Implementation Users

5 Define Enterprise Profile

6 Define Financial Reporting Structures

7 Define Organizational Structures

8 Define Project Organizations

9 Define Users and Security

10 Define Transactional Business Intelligence Configuration

11 Define Project Portfolio Management Common Reference Objects

12 Project Foundation Configuration: Overview

13 Project Foundation Configuration: Define Project Calendars and Periods

14 Project Foundation Configuration: Define Types and Categorizations

15 Project Foundation Configuration: FAQs for Enable Automated Project Spaces

16 Project Foundation Configuration: Define Project Roles

17 Project Foundation Configuration: Define Project Resources

18 Project Foundation Configuration: Define Rate Schedules and Costing Rules

19 Project Foundation Configuration: Define Project Resource Breakdown Structures

20 Project Foundation Configuration: Define Burdening

21 Project Foundation Configuration: Manage Project Types

22 Project Foundation Configuration: Define Action Controls

23 Project Foundation Configuration: Distribute and Install Desktop Integrator Client

24 Project Control Configuration: Overview

25 Project Control Configuration: Manage Period Profiles

26 Project Control Configuration: Manage Spread Curves

27 Project Control Configuration: Manage Financial and Project Plan Types

28 Microsoft Project Integration: Overview

29 Project Costing Configuration: Define General Costing Setup

30 Project Costing Configuration: Define Capital Projects

31 Project Costing Configuration: Define Borrowed and Lent Accounting

32 Project Costing Configuration: Define Project Costing Integrations

33 Project Billing Configuration: Overview

34 Project Billing Configuration: Define Contracts Configuration for Project Billing

35 Project Billing Configuration: Define General Project Billing Setup

36 Project Billing Configuration: Define Project Billing Business Unit Options

37 Project Billing Configuration: Define Intercompany Project Billing

38 Project Billing Configuration: Define Transfer Pricing

39 Project Billing Configuration: Define Customer Billing Configuration for Project Billing

40 Project Performance Reporting Configuration: Manage Project Units: Performance Reporting Options

41 Project Performance Reporting Configuration: Define Key Performance Indicators

42 Project Performance Reporting Configuration: FAQs for Define Region Personalization

43 Manage Project Templates

44 Define Subledger Accounting Rules

45 Define Approval Management

46 Define Help Configuration

47 Define Application Toolkit Configuration

48 Maintain Common Reference Objects

49 Define WebLogic Communication Services Configuration

50 Define Custom Enterprise Scheduler Jobs

51 Other Common Setup and Maintenance Tasks

52 External Integration

53 Importing and Exporting Setup Data

Glossary