Enhanced Projects Integration with Financials for Common Custom Dimensions

The integration between Projects and Financials is enhanced. Previously, if there was a common dimension in both Projects and Financials, such as Cost Center, only aggregated values were pushed from Projects to Financials. Now, data for all members is pushed from Projects to Financials for common dimensions.

After enabling Financials and Projects, configuring Projects Financials Mapping, and creating a project and loading data, when you are ready to push data from Projects to Financials:

  1. Run the Calculate Project or Calculate Expense rule.
  2. Run the data map Project - FinStmt Reporting.
  3. Run the Rollup rule in the Financials cube.

Business Benefit: Customers have access to more data in the integration between Projects and Financials.

Tips And Considerations

This enhancement is available only for Projects modules that are enabled in 25.10 or later.

Key Resources