- Title and Copyright Information
- Get Help
- 1 Project Definition
- Overview
- Project List
- Project Set
- Overview of Managing Resources in Financial and Planning Projects
- Project Customers
- Using Project Roles for Project Planning to Billing
- How to Calculate Task Dates for New Projects
- Project Date Cascade Options
- Examples for Using Class Categories
- Options to Change Project and Task Organizations
- Import Projects
- Import Resource Breakdown Structures Process
- FAQs for Project Definition
- How can I view the list of recently accessed projects?
- What happens if you enable the project type for sponsored projects?
- Can I change the business unit when creating a project template from an existing template?
- Can project dates be outside of the earliest task start date and latest task end date?
- What's a partner organization?
- What's the difference between a job title and a project role?
- What's a default planning resource breakdown structure?
- What's a primary resource breakdown structure?
- Why can't I change the primary planning resource breakdown structure?
- Can I edit resource breakdown structures on a project?
- What's the difference between a planning, billing, and reporting resource breakdown structure?
- Why do I specify a percentage for a class category and class code combination?
- What's a primary project manager?
- Can a project administrator create resource requests?
- How do I find out if a project is integrated with Enterprise Performance Management?
- Transaction Controls
- Asset Assignment and Capitalization Options
- How can I create a project asset?
- Asset Cost Allocation Methods
- Considerations for Managing Capitalized Interest
- Capitalized Interest Setup Options
- How can I amortize adjustments to capital assets?
- FAQs for Asset Assignment and Capitalization Options
- Burden Schedule Assignments
- Project Reporting Options
- 2 Project Plan Tasks and Task Assignments
- How Task Dates Work with Assignment Dates
- Task Assignment Period Amounts
- Considerations for Replacing Task Assignments
- Calculate Project and Financial Plan Period Amounts Using Daily Spread Basis
- Examples of Distribution Factor Calculations for Spread Curves
- How Financial Project Plan Baseline is Set
- How Burden Costs Are Calculated
- How Resource Mapping is Calculated
- How Resources are Mapped When Update Financial Project Plan and Progress is Submitted
- How Task Structure Hierarchies Are Denormalized
- Import Project Tasks
- FAQs for Project Plan Tasks and Task Assignments
- What's a planning project?
- What's a work type?
- What's a baseline financial project plan?
- What happens if I refresh cost rates for tasks on the project plan?
- What happens if I generate a budget from a financial project plan?
- When must I update actual amounts in the project plan?
- What happens if I synchronize project updates?
- FAQs for Project Staffing Plan
- Can I assign a resource to a task multiple times on the project plan?
- Can I transfer task assignments or other changes from the budget to the project plan?
- What happens if I adjust task assignment amounts?
- What happens if I delete a task assignment with actual amounts?
- What happens if I refresh cost rates for task assignments on the project plan?
- What's an unplanned resource?
- How can I convert an unplanned resource to planned?
- What happens if I set an unplanned resource as a planned resource?
- Can a resource with actuals get added directly as a planned resource to the financial project plan?
- Can I add a financial resource directly at the task level?
- When does a generic resource get added to a task?
- What's the difference between distributing and calculating task assignment period amounts?
- Why are burden cost amounts in the Burden Details window different from those on the resource assignment?
- Why can't I find task assignments for a replacement resource?
- Why can't I find persons in the list of resources when I enter team members, planning resources, or person rate schedules?
- 3 Project Budgets and Forecasts
- Considerations for Creating Budgets and Forecasts
- How Budgets and Forecasts are Copied
- Edit Budgets and Forecasts
- Change Order Automation for Project Budget Adjustments
- Financial Milestones
- Import Financial Project Plans
- Import Project Budgets
- Import Project Forecasts
- Considerations for Award Project Budgets
- FAQs for Project Budgets and Forecasts
- Where are the planning options of a financial plan version derived from when you create a forecast version?
- Why don't margin amounts appear for some budget or forecast versions?
- Why can't I see the Retain spread from source option when generating forecasts?
- How is the manual periodic spread maintained on date changes?
- Why task numbers are sorted in alphanumerical order on the Manage Financial Project Plan page?
- What's the difference between standard cost rate and effective cost rate?
- What's the difference between standard burden multiplier and effective burden multiplier?
- What's the difference between standard revenue rate and effective revenue rate?
- How are distribution factors calculated for forecast ETC periods?
- Can I select any financial plan version for comparison when reviewing a budget or forecast?
- Do reporting options for the focal financial plan version determine comparison plan values?
- What happens when I calculate amounts for a selected budget or forecast line or period line?
- Can I change the planning currency of planned resources in a budget line, forecast line, or financial project plan?
- Can I update planning element values for a budget or forecast line in Excel?
- What happens if I select rows for deletion when editing a periodic budget or forecast in Excel?
- What happens if I enter budget or forecast amounts for a period outside planned dates in Excel?
- Why can't I edit the planning resources on a budget version?
- What's the unplanned cost that's displayed on the Manage Budget Versions page?
- Why actual quantity isn't calculated?
- Why are some financial plan types not available while generating budget versions?
- Why some financial plan types aren't available while generating forecast versions?
- Can I override the default layout of the Edit Budget page for all users?
- Can I add source quantity and amount columns on the Edit Budget and Edit Forecast pages?
- Can I enable or disable planning in multiple transaction currencies for a financial project plan, budget version, or forecast version?
- Can I replace a project plan type that's associated to a project?
- FAQs for Grants Management Integration
- 4 Budgetary Control
- Overview of Budgetary Control
- How Financial Plan Types and Project Budget Versions Work With Budgetary Control
- Considerations for Creating Control Budgets
- Create Control Budgets from Project Budgets
- Update Control Budget Dates with Project, Task, or Budget Line Dates for Nonsponsored Projects
- Update Control Budget Dates with Award Dates for Sponsored Projects
- FAQs for Budgetary Control Integration
- Why can't I create a budget version with a financial plan type that's enabled for budgetary control?
- Can I edit a control budget from Project Financial Management?
- Can I set budgetary control at the task level?
- Why can't I edit the budgetary control settings for a budget version?
- Why can't I change the calendar type in a budget version?
- Why do I have to edit the budgetary control account segments for a budget version?
- Why can't I select some financial plan types when generating a budget version while setting a baseline for the financial project plan?
- Why does a budgetary control enabled budget version remain in submitted status?
- How can I enable budgetary control for my project?
- Can I perform budgetary control validation for cross-charge transactions?
- How can I fix the error that says that the project is enabled for budgetary control but there is no control budget?
- Why does the budget baseline fail or the version reverted to current working status when integrating budget with Budgetary Controls?
- 5 Financial Project Progress
- Project Financial Progress
- Import Project Progress
- FAQs for Financial Project Progress
- 6 Microsoft Project and Project Financial Management Integration
- How Microsoft Project Works with Project Financial Management
- Action Controls
- FAQs for Microsoft Project and Project Financial Management Integration
- What happens if I use Microsoft Project as a third-party scheduling application?
- What happens if I clear project identifiers in Microsoft Project?
- Why do I select attribute values in Microsoft Project?
- When do I clear the attribute cache in Microsoft Project?
- Can I import actual amounts into an unlinked project in Microsoft Project?