Examples of Partitioning Project Data Using Set Determinants

Use business units and project units to independently manage access to financial and project management data based on the unique requirements of your enterprise.

This topic illustrates the following scenarios.

1. Maintaining separate project management methodologies and data across units within an enterprise while centralizing financial management of data

2. Enforcing a single project management methodology across units within an enterprise while partitioning financial data

Note: These examples are only illustrative. Any combination of business units and project units can exist.

Using Multiple Project Units with One Business Unit

Assume that Vision Corporation is a services company with facilities across the United States. Its business is based on research and development activities and consulting practice. Each of the following lines of business use projects:

• Consulting uses projects to manage consulting engagements and provide billing details to contracts.

• Research and Development uses projects to manage design project schedules.

• Real Estate uses projects to manage facilities, including new construction and repairs.

Vision Corporation implemented project units and business units as follows:

• Project Units

  • Consulting

  • Real Estate

  • Research and Development

• Business Unit: Vision Corporation

The default sets assigned to each project unit are described in the following table.

Project Unit	Default Set
Consulting	Consulting Set
Real Estate	Real Estate Set
Research and Development	Research and Development Set

Note: The Project Definition and the Project Transaction Types reference data objects use the default set.

Vision Corporation can maintain independent setup data for each project unit, while sharing a single approach to financial management across all project units. For example, Vision Corporation uses different expenditure types for each project unit, as described in the table below.

Expenditure Type	Sets
Labor	Consulting Set Real Estate Set Research and Development Set
Airfare	Consulting Set
Hotel	Consulting Set
Equipment	Real Estate Set

The Labor expenditure type can be used for projects belonging to any project unit. However, expenditure types for airfare and hotel accommodation are used only on consulting projects.

Using Multiple Business Units with One Project Unit

Assume that Vision Corporation is a services and product development company with research and development facilities across the globe, including in the United States and Canada. Due to its international operations, you create multiple business units to segregate financial data. However, you can create a single project unit because research and development projects are similar across the enterprise. Therefore, you create a single project unit.

The enterprise structure and set assignments are described below.

• Project Unit: Research and Development

• Business Units

  • Vision United States

  • Vision Canada

The default sets assigned to each business unit are described in the following table.

Business Unit	Default Set
Vision United States	US Set
Vision Canada	Canada Set

Vision Corporation maintains independent financial data for each business unit, while employing a unified approach to project management that includes common financial types, and project plan types. The enterprise must use different resource rates in each country. The following table describes the rate schedule setup for each country.

Rate Schedule Name	Project Rates Set
Enterprise Project Rates: United States	US Set
Enterprise Project Rates: Canada	Canada Set
Common Enterprise Project Rates	Common Set

These set assignments govern how planned and actual amounts are calculated for projects. For example, when Vision Corporation defines organization costing rules for the Vision United States business unit, they can select only the Enterprise Project Rates: United States or the Common Enterprise Project Rates rate schedules.