Set Assignments and Project Data

Reference data set assignments determine how you share enterprise information, including project data, across organizational units. You can decide which data is global, which data can be shared by certain organizations, and which data must remain organization-specific.

Reference data sharing enables enterprises to balance autonomy and control for organizations.

Project Management applications employ two set determinants: business unit and project unit.

Business Unit as Set Determinant

Business units enable you to control and report on financial transactions, usually for specific geographical entities within the enterprise. For project management purposes, assign the Project Accounting business function to the business unit.

Business unit is a set determinant for the project-related reference data objects described in the following table.

Reference Data Object	Entities
Project Accounting Definition	Project types
Project Rates	Project rate schedules

You assign a default set to each business unit. The Project Accounting Definition and Project Rates reference data objects are automatically assigned the default set, but you can override the assignment and select a different set for each.

You can only select project types and rate schedules that are assigned to the same set as the business unit. If you assign a common set to a rate schedule, then that rate schedule is available for use across business units.

Project Unit as Set Determinant

Use project units to enforce consistent project management practices across your enterprise. Project unit is a set determinant for the reference data objects described in the following table.

Reference Data Object	Entities
Project Definition	Class codes, financial plan types, and project plan types
Project Transaction Types	Expenditure types and work types

You assign a default set to each project unit. The Project Definition and Project Transaction Types reference data objects are automatically assigned the default set, but you can override the assignment and select a different set for each.

You can only select class codes, plan types, roles, expenditure types and work types that are assigned to the same set as the project unit. To enable expenditure types and work types for use on projects owned by a project unit, assign the set associated with the Project Transaction Types reference data object to those entities.