1. Project Financial Control Agent Assistants
  2. Transfer a Project Cost

Transfer a Project Cost

This topic provides guidance on how to transfer one project cost transaction to another project, task, contract, or funding source using the Project Cost Adjustment Assistant.

How to start

Tell the assistant what you want to transfer, or say Show Templates when you want to see example request formats for supported tasks.

Examples:

  • “Transfer transaction 52525 to Project P3, Task T4.”
  • “Transfer a cost on Project P1, Task T3, dated 01/20.”
  • “Transfer the project role for transaction 52525 to Project Role: Project Manager.”

What happens next

The assistant will:

  1. Identify the transaction.
  2. Show a preview of the transfer.
  3. Wait for your confirmation.
  4. Submit the adjustment after you confirm.
Note: This exact-matching behavior applies when the assistant is helping you identify or find a transaction. If the details do not match, the assistant asks you to correct the values instead of guessing.

Worked Example

Story: The user knows the transaction number and the target project and task.

A project accountant notices that one transaction was charged to the wrong task and needs to move it to the correct task before period close.

Here's their conversation with the assistant:

User: Transfer transaction 8022838 to Project P3, Task T4.

Assistant: I found transaction 8022838 and prepared the adjustment for review. Enter "Review" to check the adjustment summary before it can be submitted.

User: Review

Assistant: Please review the adjustment summary below and confirm your approval:

The proposed adjustment will result in the following changes to the original transaction once approved. All amounts are in provider ledger currency.

Here are the transaction details

  • Transaction Number: 8022838
  • Business Unit: Vision Operations
  • Adjustment Date: 2026-04-17
  • Total Burdened Cost of Adjusted Transactions: 20.7 USD

Here's a table listing the adjustment details:

Adjustment Details: Transfer

Transaction Attribute Transferred From Transferred To
Project Number/Name P3 P3
Task Number/Name T1 T4

Please review and confirm. On confirmation, I will submit this adjustment. If anything is incorrect, indicate the field to change.

What this example shows

The assistant collects the minimum required details, presents a confirmation view, and waits for explicit approval before submission.