Project Costs Adjustment Approval Workflow
By default, cost adjustments are automatically approved. If you want project costs adjustments to be approved by authorized users, you can configure the ApproveAdjustment adjustment approval workflow. This workflow is triggered when a user doesn't have adjustment approval privileges.
Some adjustments, such as a change in a comment on project cost, or an update account operation, don't trigger a workflow.
If you want to update the business rules associated with approval configuration, or configure the approval workflow to incorporate parallel approval, request your project application administrator to configure the ApproveAdjustment human task. The Manage Task Configurations for Project Financial Management task under Setup and Maintenance enables authorized users to update the adjustment approval workflow.
Supported Adjustment Types
Here are the cost adjustments that can trigger the ApproveAdjustment adjustment approval workflow:
The adjustment type codes are the lookup codes available for the lookup type PJC_ADJUSTMENT_TYPE.
Adjustment Type |
Adjustment Type Code |
Description |
---|---|---|
Hold invoice until released |
BILL_HOLD |
Hold a project cost from invoicing until removed. |
Hold invoice once |
ONE_TIME_HOLD |
Hold a project cost from invoice once. |
Hold revenue until released |
REVENUE_HOLD |
Hold a project cost from recognizing revenue until hold is removed. |
Release invoice hold |
REMOVE_BILL_HOLD |
Remove a project cost from invoice hold. |
Release revenue hold |
REMOVE_REVENUE_HOLD |
Remove a project cost from revenue hold. |
Set to billable |
BILLABLE |
Set a project cost as billable. |
Set to nonbillable |
NON_BILLABLE |
Set a project cost as nonbillable. |
Set to capitalizable |
CAPITALIZABLE |
Set a project cost as capitalizable. |
Set to noncapitalizable |
NON_CAPITALIZABLE |
Set a project cost as noncapitalizable. |
Change work type |
CHANGE_WORK_TYPE |
Adjustment to change the project cost work type. |
Split |
SPLIT |
Adjustment to split a project cost. |
Transfer |
TRANSFER |
Adjustment to transfer a project cost. |
Split and transfer |
MULTI_SPLIT_TRANS |
Split and transfer a project cost. |
Privileges Required to Approve Project Costs Adjustment Approval Workflows
Each adjustment approval privilege provides the ability to approve specific adjustment requests. When users with these privileges make adjustments, the adjustment approval workflow isn't triggered.
Users with the following privileges can perform project cost adjustments without triggering the approval workflow:
Privilege |
Description |
Supported Adjustments |
---|---|---|
Approve Project Expenditure Item Billing Hold Change |
Allows approval of billing hold on project costs. |
|
Approve Project Expenditure Item Billing Status Change |
Allows approval of project costs billing status change. |
|
Approve Project Expenditure Item Capitalizable Status Change |
Allows approval of project costs capitalizable status change. |
|
Approve Project Expenditure Item Revenue Hold Change |
Allows approval of revenue hold on project costs. |
|
Approve Project Expenditure Item Split and Transfer |
Allows splitting and transferring of project costs. |
Split and Transfer |
Approve Project Expenditure Item Split |
Allows approval of splitting project costs. |
Split |
Approve Project Expenditure Item Transfer |
Allows approval of the transfer of project costs. |
Transfer |
Approve Project Expenditure Item Work Type Change |
Allows approval of the work type change of project costs. |
Change work type |