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This guide also applies to on-premise implementations
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1 Define Project
Project List: Explained
Project Copy Options: Explained
Budgets and Forecasts: How They Are Copied from Project Templates or Projects
Task Dates: How They're Calculated for New Projects
Spaces: How They Work With Projects
Import Projects Process
FAQs for Define Project
What's a project set?
How can I add projects to a project set?
Why can't I view all projects in a shared project set?
What's the difference between the project list and project set?
What projects appear when I view my projects on the project list?
Can I change the organization that owns a project or task?
How are project space roles mapped to project resources?
What's the difference between project space documents and attachments?
What happens if you enable the project type for sponsored projects?
How can I collaborate with my project team on project-related issues?
Define Project: Manage Project Options
Project Date Cascade Options: Explained
Project Customers: Explained
Using Class Categories: Examples
FAQs for Define Project: Manage Project Options
Can project dates be outside of the earliest task start date and latest task end date?
What's a partner organization?
What's the difference between a job title and a project role?
What's a default planning resource breakdown structure?
What's a primary resource breakdown structure?
Why can't I change the primary planning resource breakdown structure?
Can I edit resource breakdown structures on a project?
What's the difference between a planning resource breakdown structure, billing resource breakdown structure, and a reporting resource breakdown structure?
Why do I specify a percentage for a class category and class code combination?
Define Project: Manage Transaction Controls
Transaction Controls: Explained
Expenditure Item Chargeable Status: How It's Determined
Import Project and Task Transaction Controls Process
FAQs for Define Project: Manage Transaction Controls
What's the difference between exclusive and inclusive transaction controls?
Can I override the billable status of an expenditure item?
Define Project: Manage Asset Assignment and Capitalization Options
Asset Cost Allocation Methods: Explained
Managing Capitalized Interest: Points to Consider
Setting Up Capital Projects for Calculating Capitalized Interest: Points to Consider
FAQs for Define Project: Manage Asset Assignment and Capitalization Options
What's a capital interest stop date?
Define Project: Manage Burden Schedule Assignments
Burden Schedule Task Assignment Options: Critical Choices
FAQs for Define Project: Manage Burden Schedule Assignments
Which burden schedule is used for calculating actual costs of a sponsored project?
Why are burdened costs not calculated based on the burden schedules I select for a sponsored project or task?
Define Project: Manage Reporting Options
Summarized Financial Plan Types: Explained
Performance Trend Indicators: Explained
KPI Components: How They Work Together
KPI Values: How They're Generated
Performance Status for Tasks and Resources: How It's Calculated
FAQs for Define Project: Manage Reporting Options
Can I create a version of a financial plan type before I run summarization?
Can I replace a financial plan type that is enabled for summarization on a project?
What happens if I use period-to-date amount-based measures for large projects?
What happens if I attach different KPIs to a project for the same measure?
What's the difference between key performance indicator and KPI category?
2 Manage Project Plan Tasks and Task Assignments
Task and Assignment Date Settings: How They Work Together
Task Assignment Period Amounts: Explained
Replacing Task Assignments: Points to Consider
Project and Financial Plan Period Amounts: How They Are Calculated Using Daily Spread Basis
Calculating Distribution Factors for Spread Curves: Examples
Project Plan Baseline: How It Is Set
Burden Costs: How They're Calculated
Resource Mapping: How It Is Calculated
Task Structure Hierarchies: How They're Denormalized
Import Project Tasks
FAQs for Define Project Plan Tasks and Schedule
What's a planning project?
What's a work type?
What's a baseline project plan?
What happens if I refresh cost rates for tasks on the project plan?
What happens if I generate a budget from a project plan?
Why can't I select some financial plan types when generating a budget version while setting a baseline for the project plan?
When must I update actual amounts in the project plan?
What happens if I synchronize project updates?
FAQs for Define Project Staffing Plan
Can I assign a resource to a task multiple times on the project plan?
Can I transfer task assignments or other changes from the budget to the project plan?
What happens if I adjust task assignment amounts?
What happens if I delete a task assignment with actual amounts?
What happens if I refresh cost rates for task assignments on the project plan?
What's an unplanned resource?
How can I convert an unplanned resource to planned?
What happens if I set an unplanned resource as a planned resource?
What happens if I update planned amounts based on progress?
What's the difference between distributing and calculating task assignment period amounts?
Why are burden cost amounts in the Burden Details window different from those on the resource assignment?
Why can't I find task assignments for a replacement resource?
Why can't I find persons in the list of resources when I enter team members, planning resources, or person rate schedules?
3 Manage Project Budgets and Forecasts
Budget and Forecast Creation Methods: Critical Choices
Award Project Budgets: Critical Choices
Financial Plan Types and Project Budget Versions: How They Work With Budgetary Controls
Creating Control Budgets from Project Budgets: Procedure
Budget and Forecast Modifications: Explained
Import Project Budgets Process
Import Project Forecasts Process
FAQs for Manage Project Budgets and Forecasts
Why don't margin amounts appear for some budget or forecast versions?
What's the difference between standard cost rate and effective cost rate?
What's the difference between standard burden multiplier and effective burden multiplier?
What's the difference between standard revenue rate and effective revenue rate?
How are distribution factors calculated for forecast ETC periods?
Can I select any financial plan version for comparison when reviewing a budget or forecast?
Do reporting options for the focal financial plan version determine comparison plan values?
Can I update planning element values for a budget or forecast line in Excel?
What happens if I select rows for deletion when editing a periodic budget or forecast in Excel?
What happens if I enter budget or forecast amounts for a period outside planned dates in Excel?
FAQs for Grants Integration
How can I enter amounts for an award project budget?
Where do the periods on an award project budget come from?
Why can't I view the budget versions for an award?
FAQs for Budgetary Control Integration
Why can't I create a budget version with a financial plan type that is enabled for budgetary control?
Can I edit a control budget from Project Financial Management?
Why can't I edit the budgetary control settings for a budget version?
Why can't I change the calendar type in a budget version?
Why do I have to edit the budgetary control account segments for a budget version?
4 Track Financial Project Progress
Project Financial Progress: Explained
FAQs for Track Project Progress
What's the difference between planned dates and estimated dates?
How does physical percent complete roll up the task hierarchy?
5 Use Project Integration Gateway
P6 EPPM and Project Financial Management: How They Work Together
Projects and Tasks: How They're Exported to P6 EPPM
Project and Task Attributes Exported to P6 EPPM: Explained
Use Project Integration Gateway: Manage Project Plan and Progress
Project Plans: How They're Imported from P6 EPPM
Project Plan Attributes Imported from P6 EPPM: Explained
Importing Nonintegrated Resources from P6 EPPM: Explained
Importing Task Assignments from P6 EPPM: Examples
FAQs for Use Project Integration Gateway: Manage Project Plan Tasks and Task Assignments
What happens if a resource is assigned to multiple activities on an integrated WBS in P6 EPPM?
6 Use Microsoft Project Integration
Microsoft Project and Project Financial Management Applications: How They Work Together
Action Controls: Explained
FAQs for Use Microsoft Project Integration
What happens if I use Microsoft Project as a third-party scheduling application?
What happens if I clear project identifiers in Microsoft Project?
Why do I select attribute values in Microsoft Project?
When do I clear the attribute cache in Microsoft Project?
Can I import actual amounts into an unlinked project in Microsoft Project?
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