Can I update the capitalization options for a project type?

Project application administrators can update the capitalization options for a project type after projects or templates are created using that project type.

You can update the asset line grouping method for a project type using the Manage Project Types setup task at any point of time.

If you update the value for the Asset Line Grouping Method either to or from Expenditure Item then you have certain restriction on the options that you can select for the supplier invoices. You can modify the capitalization options based on the following criteria.

• Asset Line Grouping Method option isn't set to Expenditure item in either existing or updated configuration:

  • If Group Supplier Invoices option is currently enabled then you can:

    • Disable the grouping method for supplier invoices and Set export supplier invoices option as Merged additions but not as New additions.

  • If Group Supplier Invoices option is currently disabled and Export Supplier Invoices option is set as New Additions then you can do one of the following:

    • Enable the grouping method for supplier invoices only if no project belonging to the project type exists with transferred asset lines.

    • Set the export supplier invoices to Merged additions only if no project belonging to the project type exists with transferred asset lines.

  • If Group Supplier Invoices option is currently disabled and Export Supplier Invoices option is set as Merged Additions then you can do one of the following:

    • Set the export supplier invoices to New additions only if no project belonging to the project type exists with transferred asset lines.

    • Enable the grouping method for supplier invoices.

• Asset Line Grouping Method option is set to Expenditure item in existing configuration and changed to a different value in the updated configuration:

  • If Group Supplier Invoices option is currently disabled and Export Supplier Invoices option is set as New Additions then you can do one of the following:

    • Enable the grouping method for supplier invoices only if no project belonging to the project type exists with transferred asset lines.

    • Set the export supplier invoices to Merged additions only if no project belonging to the project type exists with transferred asset lines.

  • If Group Supplier Invoices option is currently disabled and Export Supplier Invoices option is set as Merged Additions then you can do one of the following:

    • Set the export supplier invoices to New additions only if no project belonging to the project type exists with transferred asset lines.

    • Enable the grouping method for supplier invoices.

• Asset Line Grouping Method option isn't set to Expenditure item in existing configuration and changed to Expenditure item in the updated configuration.

  • If Group Supplier Invoices option is currently enabled then you can do one of the following:

    • Disable the grouping method for supplier invoices and set export supplier invoices as Merged additions.

    • Disable the grouping method for supplier invoices and set export supplier invoices as New additions if no project belonging to the project type exists with transferred asset lines.

  • If Group Supplier Invoices option is currently disabled and Export Supplier Invoices option is set as New Additions then you can:

    • Set the export supplier invoices to Merged additions only if no project belonging to the project type exists with transferred asset lines.

  • If Group Supplier Invoices option is currently disabled and Export Supplier Invoices option is set as Merged Additions then you can:

    • Set the export supplier invoices to New additions only if no project belonging to the project type exists with transferred asset lines.