1. Project Financial Control Agent Assistants
  2. Review Pending Capitalization Costs for a Project

Review Pending Capitalization Costs for a Project

This topic provides the steps to review pending capitalization costs for a single project and narrow a large result set before diagnosis.

Before You Start

Have the project name or project number ready. The assistant works with one selected project at a time.

Steps to Review Capitalization Costs for a Project

  1. Open the assistant.

  2. Ask to review pending capitalization costs for a project.

  3. Enter a full or partial project name or project number.

  4. If more than one project matches, select the correct project.

  5. Review the returned summary of pending capitalization transactions.

The assistant initially groups the results so you can quickly see where the pending cost is concentrated.

Narrow the Results

When the result set is large, narrow it before diagnosis. You can:

  • Group by transaction source

  • Group by task

  • Group by expenditure type

  • Drill into one returned group

  • Refine the result set before requesting diagnosis

This is especially useful when more than 50 transactions are pending, because diagnosis is limited to transaction sets of 50 or fewer.

Drill Into a Result Group

After the assistant shows a grouped summary, select a row to open one group and review the underlying transactions.

At the transaction level, the assistant can help you:

  • Review the affected task or source grouping

  • Inspect the selected transaction set

  • Diagnose the displayed transactions when they are within the supported limit

Example

A project accountant is reviewing a data center expansion project and wants to understand why the Construction in Progress balance is lower than expected.

Here's a sample conversation that the project accountant can have with the assistant:

  • User: View pending capitalization costs for a project
  • Assistant: Which project would you like to review? Please provide the project name or project number.
  • User: PJC_DCI
  • Assistant: I found multiple matching projects. Select the correct project.
  • User: row 3

This example shows that the assistant can start from a partial project name, resolve multiple matches, and then return a grouped summary for the selected project.