Create a Project Set

Set up a project set for a joint venture definition or ownership definition assignment rule.

You define a project set in the Project Sets application. You can also use a Microsoft Excel spreadsheet to define multiple project sets and upload them all at once from the spreadsheet to the application.

Joint venture accountants and joint venture application administrators can create and manage project sets.

To make the setup and maintenance of a project set more manageable:

• For each filter set, enter a name and description that's descriptive of the category or type of project-related transactions that you're identifying with the filter set. Filter set names must be unique across all your project sets.
• Whenever possible, use a filter with a Between or Starts With operator to specify multiple values for a project attribute. And in the same filter set, use one or more filters with an Is Not operator if you need to exclude certain values specified by the Between or Starts With. If project values added in the future meet the criteria in the Between or Starts With filter, the project values will be used automatically to identify transactions for processing.