Contents

Title and Copyright Information

Preface

1 Overview

2 Define Synchronization of Users and Roles from LDAP

3 Define Implementation Users

4 Define Enterprise Profile

5 Define Financial Reporting Structures

6 Define Project Organizations

7 Define Users and Security

8 Define Automated Governance, Risk, and Performance Controls

9 Define Project Portfolio Management Common Reference Objects

10 Project Foundation Configuration: Overview

11 Project Foundation Configuration: Define Project Calendars and Periods

12 Project Foundation Configuration: Define Types and Categorizations

13 Project Foundation Configuration: Define Project Roles

14 Project Foundation Configuration: FAQs for Enable Automated Project Spaces

15 Project Foundation Configuration: Define Project Resources

16 Project Foundation Configuration: Define Rate Schedules and Costing Rules

17 Project Foundation Configuration: Define Project Resource Breakdown Structures

18 Project Foundation Configuration: Define Burdening

19 Project Foundation Configuration: Manage Project Types

20 Project Foundation Configuration: Define Action Controls

21 Project Foundation Configuration: Distribute and Install Desktop Integrator Client

22 Project Control Configuration: Overview

23 Project Control Configuration: Manage Period Profiles

24 Project Control Configuration: Manage Spread Curves

25 Project Control Configuration: Manage Financial and Project Plan Types

26 Project Integration Gateway Configuration: Overview

27 Project Integration Gateway Configuration: Define Project Management Integration

28 Project Integration Gateway Configuration: Define Primavera P6 Enterprise Project Portfolio Management Integration

29 Microsoft Project Integration: Overview

30 Project Costing Configuration: Define General Costing Setup

31 Project Costing Configuration: Define Capital Projects

32 Project Costing Configuration: Define Borrowed and Lent Accounting

33 Project Costing Configuration: Define Project Costing Integrations

34 Project Billing Configuration: Define Contracts Configuration for Project Billing

35 Project Billing Configuration: Define Project Invoicing Options

36 Project Billing Configuration: Define Project Revenue Options

37 Project Billing Configuration: Define Project Billing Business Unit Options

38 Project Billing Configuration: Define Intercompany Project Billing

39 Project Billing Configuration: Define Transfer Pricing

40 Project Billing Configuration: Define Customer Billing Configuration for Project Billing

41 Project Billing Configuration: Define Taxes for Rapid Implementation

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

43 Project Performance Reporting Configuration: Define Key Performance Indicators

44 Project Performance Reporting Configuration: FAQs for Define Region Personalization

45 Manage Project Templates

46 Define Subledger Accounting Rules

47 Define Approval Management

48 Define Help Configuration

49 Define Application Toolkit Configuration

50 Maintain Common Reference Objects

51 Define WebLogic Communication Services Configuration

52 Define Client Extensions

53 Other Common Setup and Maintenance Tasks

54 External Integration

55 Importing and Exporting Setup Data

Glossary