Use this type of BP for fund appropriation at the project level. With this type of BP, you can design business processes that will automatically allocate or consume funds to specific CBS codes. These transactions are for fund management and do not necessarily affect the budget. Transactions on this type of BP roll up to the Fund Manager.
You can use this BP in:
- A Standard Project
- A shell that uses the Standard Cost Manager
Cost type business processes employ different sub-types and classifications. The sub-type determines what type of code it will use, such as a fund or CBS code. The classification dictates the behavior of the BP. For example, a Base Commit classification of a Cost Type BP can create a schedule of values; a General Spends classification can create an invoice at the CBS level. There are two classifications of this BP type.
Generic | Use this to allocate funds from the company fund master sheet to specific projects. |
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Transfer | Use this for transferring fund amounts from one fund code to another. |
Design Requirements for Line Items with Fund Code Business Processes
For these business processes to work effectively in Primavera Unifier, you will need to create the following components in uDesigner:
- Upper form
- Detail form
- Line Item List
- Workflow
- Log
Design Flow
The following table outlines the design steps necessary to create this business process.
1. Create a data structure (if necessary) | This structure will include the data elements to be used on the forms. (If the data structure has not already been created, see the instructions beginning with Creating a Data Structure.) |
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2. Launch the design | This step initializes the design process for the BP. See Starting a New Design (Edit Studio). |
3. Create an upper form | See the instructions beginning with Designing Upper Forms. |
4. Create a detail form | See the instructions beginning with Designing Detail Form. Mandatory fields for the detail form are: Funding source (row_id) Short description (short_desc) Amount (amount) |
5. Create a line item list | |
6. Create a workflow | See the instructions beginning with Starting a Workflow. |
7. Create a log |