Action Controls

Use the Manage Action Controls setup task to specify the actions you don't want performed on projects that are enabled for financial management and imported from external applications.

After you specify action controls for a source, you can't perform the configured actions after the date from which the action control is effective. The action controls aren't applicable for execution only projects.

For your source application to appear in the Manage Action Controls page, you must define it as a lookup under the lookup type PJF_PM_PRODUCT_CODE using the Manage Standard Lookups setup task.

Available Action Controls

Here's the list of actions you can disable for projects imported from external applications.

• Add Financial Task

• Delete Financial Task

• Update Project Dates

• Update Project Description

• Update Project Name

• Update Project Number

• Update Project Organization

• Update Project Status

• Update Financial Task Dates

• Update Financial Task Description

• Update Financial Task Name

• Update Financial Task Number

• Update Financial Task Organization

Example

For MSP integration, suppose you want scheduling and deletion of projects only in Microsoft Project. To enforce this, select Microsoft Project as the source application and select Update Project Dates, Update Financial Task Dates, and Delete Financial Task actions to disable them.