Configuring Projects
Perform these configuration tasks after enabling Projects features.
Table 7-2 Configuring Projects
Configure | Description |
---|---|
Project |
Import projects. Populate the application with projects by importing members to the Projects dimension. |
Resource Class |
Import resource class. The Resource Class consists of labor, material, and equipment codes. Import detailed jobs to use for planning project expenses. You can import members, or, if Workforce is enabled, you can use jobs from Workforce. Note: If you are integrating Workforce and Projects, you don't need to import jobs. The Jobs are automatically imported from Workforce. |
Entities |
Import Entities. Import the Entity dimension members that reflect your business hierarchy, such as departments, cost centers, and business units. Select the location of the file containing the members (Local or Planning inbox), click Browse to find the file, specify the file type, and then click Import. Note: Entities are common across modules, so import all entities together. |
Expense Accounts |
Configure expense accounts. Select the defined artifacts to use. Add or import custom drivers or accounts to manage project expenses for your business needs. If required, you might need to add logic or calculations related to any custom accounts. |
Revenue Accounts |
Configure revenue accounts. Select the defined artifacts to use. Add or import custom drivers or accounts to manage project revenue for your business needs. If required, you might need to add logic or calculations related to any custom accounts. |
Planning and Forecast Preparation |
Set the timeframe and granularity for plans. Configures the timeframe, the starting period, and the level of granularity for planning and forecasting. Gives you the ability to plan and forecast on a different basis for different years. |
Project Properties |
Configure project properties. Select the defined artifacts to use. Add or import custom project properties using the same process used for adding and importing accounts and drivers. |
Global Assumptions |
Set exchange rates. Enter foreign exchange rates in a multicurrency application. Additionally, enter global assumptions for projects including standard labor rates, overhead, working days and hours, discount rate, See Setting Global Assumptions: Exchange Rates and Entering Global Project Rates. |
Projects Financials Mapping |
If you are integrating Projects and Financials, for each Projects account, select the corresponding Financials account from the Smart List. You can do the mapping at No Entity level, the default, which is used if an entity level mapping isn’t set up. Available only if Financials is enabled. |
<customName> Dimension |
Import members for the <customName> dimension. Use if you enabled the <customName> dimension, for example to associate projects with a vendor. |