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Contents
List of Figures
Title and Copyright Information
Preface
Audience
JD Edwards EnterpriseOne Products
JD Edwards EnterpriseOne Application Fundamentals
Documentation Accessibility
Related Documents
Conventions
1
Introduction to JD Edwards EnterpriseOne In-Memory Project Portfolio Management
1.1
JD Edwards EnterpriseOne In-Memory Project Portfolio Management Overview
1.1.1
JD Edwards EnterpriseOne In-Memory Project Portfolio Management Functionality
1.1.1.1
Security Considerations
1.2
JD Edwards EnterpriseOne In-Memory Project Portfolio Management Business Process
1.3
JD Edwards EnterpriseOne In-Memory Project Portfolio Management Integrations
1.3.1
JD Edwards EnterpriseOne Job Cost
1.3.2
JD Edwards EnterpriseOne Contract and Service Billing
1.3.3
JD Edwards EnterpriseOne Project and Government Contract Accounting
1.3.4
JD Edwards EnterpriseOne Accounts Receivable
1.4
JD Edwards EnterpriseOne In-Memory Project Portfolio Management Implementation
1.4.1
Global Implementation Steps
2
Understanding Setup for the JD Edwards EnterpriseOne In-Memory Project Portfolio Management System
2.1
Setup for the JD Edwards EnterpriseOne In-Memory Project Portfolio Management System
2.2
Job Cost Setup for In-Memory Project Portfolio Management
2.3
Contract Billing Setup for In-Memory Project Portfolio Management
2.4
PGCA Setup for In-Memory Project Portfolio Management (optional)
2.5
UDCs for JD Edwards EnterpriseOne In-Memory Project Portfolio Management
2.5.1
51X/BA (Billing Amount)
2.5.2
51X/BF (Budget Flag)
2.5.3
51X/CC (PMC Sequence)
2.5.4
51X/CS (Category Codes)
2.5.5
51X/CT (Column Type)
2.5.6
51X/FF (Formula Factor)
2.5.7
51X/OP (Alert Indicator)
2.5.8
51X/SM (Summarize)
2.5.9
51X/TM (Totaling Method)
2.6
Setting Up Next Numbers
2.7
Setting Up Account Ranges
2.7.1
Understanding Account Ranges
2.7.1.1
Account Range Names in Visual Alert Columns
2.7.1.2
Sort Order for Account Range Names
2.7.2
Setting Up an Account Range Name
3
Setting Up Columns, Formulas, and Visual Alerts
3.1
Understanding Inquiry Columns
3.2
Understanding Column Types
3.3
Understanding Totaling Methods
3.3.1
Summary Option Effect on Totaling Methods
3.3.1.1
Examples of Totaling Methods with Summarize by Options
3.4
Understanding the As If Currency Enabled Option
3.5
Understanding Decimal Display Values
3.6
Setting Up Columns for Ledger Types
3.6.1
Understanding Ledger Type Columns
3.6.2
Setting Up a Column Definition for a Ledger Type
3.7
Setting Up Columns for Non-JA and Non-JU Budget Ledgers
3.7.1
Understanding Columns for Non-JA and Non-JU Budget Ledgers
3.7.2
Setting Up a Column Definition for Non-JA Budget Amount Ledgers
3.7.3
Setting Up a Column Definition for Non-JU Budget Unit Ledgers
3.8
Setting Up Columns with Billing Amounts
3.8.1
Understanding Billing Amount Columns
3.8.1.1
Billing Amounts and Lines
3.8.1.2
Proration of Billing Lines
3.8.1.2.1
Example of Proration
3.8.2
Setting Up a Column Definition for a Billing Amount
3.9
Setting Up Columns with Formulas
3.9.1
Understanding Formula Columns
3.9.1.1
Formula Segments
3.9.1.2
Formula Columns Within Another Formula Column
3.9.1.3
Arithmetic Operator Order
3.9.1.4
Examples of Formulas
3.9.1.5
Modifying and Deleting Column Definitions Used In Formulas
3.9.2
Prerequisite
3.9.3
Setting Up a Column Definition for a Formula
3.10
Setting Up Columns with Percent Complete
3.10.1
Understanding Percent Complete Columns
3.10.2
Setting Up a Column Definition with Percent Complete
3.11
Setting Up Columns with Visual Alerts
3.11.1
Understanding Visual Alert Columns
3.11.1.1
Threshold Amounts
3.11.1.2
Account Ranges
3.11.1.3
As If Currency Processing
3.11.2
Setting Up a Column Definition for Visual Alerts
3.12
Defining Column Layouts
3.12.1
Understanding Column Layouts
3.12.2
Prerequisite
3.12.3
Defining a Column Layout
4
Selecting Job and Billing Data to View
4.1
Understanding the Project Financial Management Process
4.2
Understanding the Work with Project Management Console Program
4.2.1
Display Tab
4.2.1.1
Subledgers
4.2.1.2
Account Ranges
4.2.1.3
Dates and Periods
4.2.1.4
G/L Posted Code
4.2.1.5
Summarization
4.2.1.6
Cost Sequences
4.2.1.7
As If Currency Processing
4.2.2
Columns 1–20 and Columns 21–40 Tabs
4.2.2.1
Column Information Hover Forms
4.2.2.2
Billing Amount Columns
4.2.2.3
Check Boxes for Chart Control
4.2.2.4
Saving Changes to Column Layouts
4.2.3
Grid
4.2.3.1
QBE Line and Query Management
4.2.4
Real-Time Views and Saved Views
4.3
Specifying Job and Billing Data to View
4.3.1
Prerequisites
4.3.2
Setting Processing Options for Work with Project Management Console (P51X0200)
4.3.2.1
Defaults
4.3.2.2
Process
4.3.2.3
Account Ledger Inquiry
4.3.2.4
Job Versions
4.3.2.5
Contract Versions
4.3.3
Specifying Job and Billing Data to View
4.3.4
Saving a Column Layout in the Work with Project Management Console Program
5
Viewing Job and Billing Data
5.1
Understanding the Project Management Console Program
5.1.1
Options Subform
5.1.2
Chart Subform
5.1.3
Summary Subform
5.1.4
Account Details Subform
5.1.4.1
Links and Breadcrumbs
5.1.4.1.1
Example of Links and Breadcrumbs
5.1.4.2
Display Options
5.1.4.3
Viewing Visual Alerts
5.1.4.4
Access to Additional Programs from the Account Details Subform
5.1.5
Form and Row Menus
5.2
Viewing Job and Billing Data
5.2.1
Understanding Generated and Saved Records
5.2.2
Prerequisites
5.2.3
Viewing Jobs and Financial Data for Jobs
5.2.4
Filtering Records by Visual Alerts
5.2.5
Identifying Columns to Include in the Chart
6
Generating Job and Billing Data to View Later
6.1
Understanding How to Generate Job and Billing Data to View Later
6.1.1
Prerequisites
6.2
Running the Submit Project Management View Program
6.3
Setting Processing Options for Submit Project Management View (R51X0300)
6.3.1
Dates
6.3.2
Process
6.3.3
Columns
6.3.4
Currency
7
Working With Saved Results
7.1
Understanding Saved Results
7.2
Setting Processing Options for Work with Project Management Console View Program (P51X0310)
7.2.1
Defaults
7.2.2
Versions
7.3
Working with Saved Results
7.3.1
Opening Saved Results in the Project Management Console Program
7.3.2
Changing the Description of Saved Results
7.3.3
Deleting Saved Results
A
Tables Used by the JD Edwards EnterpriseOne In-Memory Project Portfolio Management System
A.1
Tables Used by the JD Edwards EnterpriseOne In-Memory Project Portfolio Management System
Glossary
Index
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