Overview of Define Project Foundation Configuration

In the Define Project Foundation Configuration activity, you configure foundation components for creating and maintaining projects in Project Financial Management.

Setup tasks in the Define Project Foundation Configuration activity are grouped into the following task lists and tasks:

Task List	Description
Define Project Foundation Common Reference Objects	Review and manage common objects, for example value sets and messages, that are used by Project Financial Management.
Define Project Calendars and Periods	Manage calendars, accounting period statuses, and project accounting period statuses used for costing, budgeting, forecasting, billing, and project performance reporting.
Define Types and Categorizations	Manage various classifications used to describe and group projects, tasks, and transactions.
Enable Automated Project Spaces	Specify whether to create or maintain project spaces automatically.
Define Project Roles	Define project roles and the business rules that control how the roles are assigned.
Define Project Resources	Define job mapping, attributes, and rate schedules for project resources.
Define Rate Schedules and Costing Rules	Define rate schedules and costing rules used for costing, billing, work planning, and financial planning purposes.
Define Project Resource Breakdown Structures	Define resource breakdown structures used for project planning, billing, and reporting.
Define Burdening	Configure options used to calculate, group, and apply indirect costs to project expenditure items to report and account the total cost of a project.
Manage Project Types	Create classifications for projects and configure basic options that are inherited by each project associated with that project type.
Define Action Controls	Define source products and configure action controls to determine which actions cannot be performed in Project Financial Management on data imported from a particular third-party source.
Distribute and Install Desktop Integrator Client	Distribute and install the software needed to integrate Excel with costing, budgeting, and forecasting.