Configuring Projects

Perform this task after you’ve enabled Projects features.
  1. From the Home page, click Application Application icon, and then click Configure Configure icon.
  2. From the Configure list, select Projects.
  3. Perform all mandatory tasks. Perform the optional tasks required for your business. Use the Filter to check the status of configuration actions. Use Actions Actions to update task status.
    For information on importing files and the file formats, see Importing Data.
  4. After configuring, and any time you make changes in configuration or import metadata, refresh the database. From the Configure page, select Refresh Database from the Actions menu. Click Create, and then click Refresh Database.

Table 7-3 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.

See Adding and Managing Accounts and Drivers.

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.

See Adding and Managing Accounts and Drivers.

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.

See Projects Planning and Forecast Preparation.

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.

See Adding and Managing 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.