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Step Number | Step Description | Project Costing | Project Billing |
---|---|---|---|
Client Extensions (also listed in the standard implementation checklist) | |||
Step 1 | Implement project and labor cost security extension. See: Project Security Extension. | Optional | Optional |
Step 2 | Implement budget calculation extension. See: Budget Calculation Extensions. | Optional | Optional |
Step 3 | Implement budget verification extension (advanced implementation step). See: Budget Verification Extension. | Optional | Optional |
Step 4 | Implement transaction control extension. See: Transaction Control Extensions. | Optional | Optional |
Step 5 | Implement labor transaction extension. See: Labor Transaction Extensions. | Optional | Optional |
Step 6 | Implement labor costing extension. See: Labor Costing Extensions. | Optional | Optional |
Step 7 | Implement labor billing extension. See: Labor Billing Extensions. | - | Optional |
Step 8 | Implement billing extensions. See: Billing Extensions. | - | Optional |
Step 9 | Implement automatic invoice approve/release extension. See: Automatic Invoice Approve/Release Extension. | - | Optional |
Step 10 | Implement AR transaction type extension. See: AR Transaction Type Extension. | - | Optional |
Step 11 | Implement project verification extension. See: Project Verification Extension. | Optional | Optional |
Step 12 | Implement project workflow extension. See: Project Workflow Extension. | Optional | Optional |
Step 13 | Implement budget workflow extension. See: Budget Workflow Extension. | Optional | Optional |
Step 14 | Implement verify organization change extension. See: Verify Organization Change Extension. | Optional | Optional |
Step 15 | Implement billing cycle extension. See: Billing Cycle Extension. | - | Optional |
Step 16 | Implement cost accrual. See: Revenue-Based Cost Accrual. | - | Optional |
Labor Cost Processing | |||
Step 17 | Implement overtime processing. See: Overview of Implementing Overtime. | Optional | Optional |
Commitment Reporting | |||
Step 18 | Implement commitments from external systems. See: Implementing Commitments from External Systems | Optional | Optional |
Management and Project Status Reporting | |||
Step 19 | Implement custom reporting strategy. See: Custom Reporting Using Project Summary Amounts. | Optional | Optional |
Customer Invoice Printing | |||
Step 20 | Implement customer invoice printing strategy. See: Determining Your Invoice Printing Method. | - | Optional |
Table 1 - 78. (Page 2 of 2) |
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