Contents

• Title and Copyright Information
• Preface

1 Introduction to JD Edwards EnterpriseOne In-Memory Project Portfolio Advisor

• JD Edwards EnterpriseOne In-Memory Project Portfolio Advisor Overview
  • JD Edwards EnterpriseOne In-Memory Project Portfolio Advisor Functionality
    • Security Considerations
• JD Edwards EnterpriseOne In-Memory Project Portfolio Advisor Business Process
• JD Edwards EnterpriseOne In-Memory Project Portfolio Advisor Integrations
  • JD Edwards EnterpriseOne Job Cost
  • JD Edwards EnterpriseOne Contract and Service Billing
  • JD Edwards EnterpriseOne Advanced Contract Billing
  • JD Edwards EnterpriseOne Accounts Receivable
• JD Edwards EnterpriseOne In-Memory Project Portfolio Advisor Implementation
  • Global Implementation Steps

2 Understanding Setup for the JD Edwards EnterpriseOne In-Memory Project Portfolio Advisor System

• Setup for the JD Edwards EnterpriseOne In-Memory Project Portfolio Advisor System
• Job Cost Setup for In-Memory Project Portfolio Advisor
• Contract Billing Setup for In-Memory Project Portfolio Advisor
• Advanced Contract Billing Setup for In-Memory Project Portfolio Advisor (optional)
• UDCs for JD Edwards EnterpriseOne In-Memory Project Portfolio Advisor
  • 51X/BA (Billing Amount)
  • 51X/BF (Budget Flag)
  • 51X/CC (PMC Sequence)
  • 51X/CS (Category Codes)
  • 51X/CT (Column Type)
  • 51X/FF (Formula Factor)
  • 51X/OP (Alert Indicator)
  • 51X/SM (Summarize)
  • 51X/TM (Totaling Method)
• Setting Up Next Numbers
• Setting Up Account Ranges
  • Understanding Account Ranges
    • Account Range Names in Visual Alert Columns
    • Sort Order for Account Range Names
  • Setting Up an Account Range Name

3 Setting Up Columns, Formulas, and Visual Alerts

• Understanding Inquiry Columns
• Understanding Column Types
• Understanding Totaling Methods
  • Summary Option Effect on Totaling Methods
    • Examples of Totaling Methods with Summarize by Options
• Understanding the As If Currency Enabled Option
• Understanding Decimal Display Values
• Setting Up Columns for Ledger Types
  • Understanding Ledger Type Columns
  • Setting Up a Column Definition for a Ledger Type
• Setting Up Columns for Non-JA and Non-JU Budget Ledgers
  • Understanding Columns for Non-JA and Non-JU Budget Ledgers
  • Setting Up a Column Definition for Non-JA Budget Amount Ledgers
  • Setting Up a Column Definition for Non-JU Budget Unit Ledgers
• Setting Up Columns with Billing Amounts
  • Understanding Billing Amount Columns
    • Billing Amounts and Lines
    • Proration of Billing Lines
      • Example of Proration
  • Setting Up a Column Definition for a Billing Amount
• Setting Up Columns with Formulas
  • Understanding Formula Columns
    • Formula Segments
    • Formula Columns Within Another Formula Column
    • Arithmetic Operator Order
    • Examples of Formulas
    • Modifying and Deleting Column Definitions Used In Formulas
  • Prerequisite
  • Setting Up a Column Definition for a Formula
• Setting Up Columns with Percent Complete
  • Understanding Percent Complete Columns
  • Setting Up a Column Definition with Percent Complete
• Setting Up Columns with Visual Alerts
  • Understanding Visual Alert Columns
    • Threshold Amounts
    • Account Ranges
    • As If Currency Processing
  • Setting Up a Column Definition for Visual Alerts
• Defining Column Layouts
  • Understanding Column Layouts
  • Prerequisite
  • Defining a Column Layout

4 Selecting Job and Billing Data to View

• Understanding the Project Financial Advisor Process
• Understanding the Work with Project Advisor Console Program
  • Display Tab
    • Subledgers
    • Account Ranges
    • Dates and Periods
    • G/L Posted Code
    • Summarization
    • Cost Sequences
    • As If Currency Processing
  • Columns 1–20 and Columns 21–40 Tabs
    • Column Information Hover Forms
    • Billing Amount Columns
    • Check Boxes for Chart Control
    • Saving Changes to Column Layouts
  • Grid
    • QBE Line and Query Management
  • Real-Time Views and Saved Views
• Specifying Job and Billing Data to View
  • Prerequisites
  • Setting Processing Options for Work with Project Advisor Console (P51X0200)
    • Defaults
    • Process
    • Account Ledger Inquiry
    • Job Versions
    • Contract Versions
  • Specifying Job and Billing Data to View
  • Saving a Column Layout in the Work with Project Advisor Console Program

5 Viewing Job and Billing Data

• Understanding the Project Advisor Console Program
  • Options Subform
  • Chart Subform
  • Summary Subform
  • Account Details Subform
    • Links and Breadcrumbs
      • Example of Links and Breadcrumbs
    • Display Options
    • Viewing Visual Alerts
    • Access to Additional Programs from the Account Details Subform
  • Form and Row Menus
• Viewing Job and Billing Data
  • Understanding Generated and Saved Records
  • Prerequisites
  • Viewing Jobs and Financial Data for Jobs
  • Filtering Records by Visual Alerts
  • Identifying Columns to Include in the Chart

6 Generating Job and Billing Data to View Later

• Understanding How to Generate Job and Billing Data to View Later
  • Prerequisites
• Running the Submit Project Advisor View Program
• Setting Processing Options for Submit Project Advisor View (R51X0300)
  • Dates
  • Process
  • Columns
  • Currency

7 Working With Saved Results

• Understanding Saved Results
• Setting Processing Options for Work with Project Advisor Console View Program (P51X0310)
  • Defaults
  • Versions
• Working with Saved Results
  • Opening Saved Results in the Project Advisor Console Program
  • Changing the Description of Saved Results
  • Deleting Saved Results

8 Appendix A - Tables Used by the JD Edwards EnterpriseOne In-Memory Project Portfolio Advisor System

• Tables Used by the JD Edwards EnterpriseOne In-Memory Project Portfolio Advisor System

9 Glossary

• Cost Code
• Cost Type
• Job
• Job Type
• LD, LOD, Level of Detail
• PE, Posting Edit, Posting Edit Code
• Project