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Project Management
Discussion List
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Not able to see Sponsored Project check box while configuring Project typesSummary: Hi Experts, I am not seeing the Sponsored Project check box while configuring the Project Types. Also, in Financial Plan Types, Sponsored Project Column is miss… -
The requirement is to pass the Maker and Checker Audit rule for the Contract based Revenue entries.Summary: The requirement is to pass the Maker and Checker Auditing rule for the PPM Contract based Revenue entries. This can be achieved by restricting the create accoun… -
Bulk close of projectsSummary: Hi, is it possible to closure bulk close projects using Visual Basic excel add in? Content (please ensure you mask any confidential information): Version (inclu…
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Automatic reminders for billingSummary: Are there automatic reminders available for billing? Content (please ensure you mask any confidential information): Version (include the version you are using, …
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Project conversion from legacy system-question on project statuswe are into a new implementation and will be converting the historical projects and will also be interfacing project going forward. The question that i have is regarding…
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Contract invoicing on standard memo linesSummary: Contract Invoicing on Standard Memo lines Content (please ensure you mask any confidential information): We want to enable contract invoicing via PPM. The exist… -
Able to Delete Draft Credit Memo in PPM?Credit Memos were incorrectly/accidentally created in PPM due to a user backdate amending the contract. We want to delete the draft Credit Memos so the original invoices…
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Updating Project finish date via REST API doesn't cascade to Task finish dateSummary Updating Project finish date via REST API doesn't cascade to Task finish dateContent Hi, From UI, we could update the project finish date and choose "Cascade Pla…
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Reprocess button not appearingI have a PPM project that says "The financial project plan is being processed..." and appears to be stuck. To fix this we can click Manage Financial Project Plan > Actio… -
Issue with Canceling an Invoice Containing Reimbursable linesSummary: Issue with Canceling an Invoice Containing Reimbursable lines Content (please ensure you mask any confidential information): We are encountering an issue where,…
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Standard Report/DashboardSummary: The standard reports/dashboards (project lists, project performance (cost, revenue etc) are they available for closed projects? Content (please ensure you mask …
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Otbi report to compare budget revenue, baseline cost to project funded amountI am triying to create a report to ocmpare project planned cost, budget revenue against the funded amount in contracts module by combining Project Finacial plan with Pro…
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Project name is not appearing while filling timecardUser can't see his Project name while filling timecard The project is in active status, properly assigned to the project and 100% billable, I given all the necessary rol…
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Is there a limit on the of assets and associated asset lines to move from Projects to Fixed Assets?Summary: We are getting ready to create about 560 Project assets with about 15,000 assigned asset lines. Is there a recommended amount of Project asset to set as As-Buil…
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Revenue GL DateSummary: Hi, is there a change in Revenue GL date from EBS to cloud? EBS used to have the last day of month as the revenue gl date whereas in cloud it is the day the rev…
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Possibility to enable Project Execution Management offering for one BU and disable for other BUSummary: One business unit having MSP integration with Project Financial Management and they expects Synchronization option. Other business unit does not have MSP integr…
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Project Type Unavailable in New Project Template After Selecting OrganizationSummary: I created a new project type assigned to Common Set, but it is not in the LOV after I select Organization in the new project template. Content (please ensure yo…
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Project forecast spread curveHello guys , I have two question regrading project forecast : 1- Can we somehow place the amounts without even adding a spread curve ? I know it sounds weird but our cli…
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Can't view image of project invoice in project managementHi, I added standard project manager role to employee, can review project receivable invoice in project management, but can't preview and print invoice when clicks 'view…
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Create PPM Contracts through spreadsheetDo we have any option or feasibility to create PPM contract through FBDI / ADFDI spreadsheet or through any other spreadsheet process
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Unable to send Generate Invoices Output to EmailSummary: Looking for an option to send "Generate Invoices" scheduled process output PDF output to the Email ID Content (please ensure you mask any confidential informati… -
Generate contract invoice lines in a specific sequenceSummary: Generate contract invoice lines in a specific sequence Content (please ensure you mask any confidential information): Is there any setup that can be done, to en…
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How can we search project costs by project business unit?Hi, We upload an expenditure batch which expenditure business unit is different from project business unit (e.g. expenditure BU is A, project BU is B), we can search thi…
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Unable to update Project Expenditure Item DFF using REST API- why?Summary: Hi, We are trying to update the Project Expenditure Item DFF using rest API /fscmRestApi/resources/11.13.18.05/projectCosts/{projectCostsUniqID}/child/ProjectCo…
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Item and item descriptions are not populating for items in invoice tab of projectSummary: Hi Team, Item and item descriptions are not populating for items in invoice tab of project after item is tagged in the Project Event. How to populate the these …
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“Set Baseline for all Tasks” via REST API caused an error. Why?Summary: We are trying to baseline financial project plan using the REST API. It is assumed that the project has never been baselined. We ran below API. Set the financia…
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Project Milestone ApprovalHi, We set project milestone approval as auto-approved, when the requester is only a team member, have the permission to change milestone status but the status is always…
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Cost Share Flag in Import Awards FBDI is not a direct fieldSummary: We are in Final rehearsal Cycle of Data Migration before Cutover and Production Migration, and in this cycle we have got the data to migrate which requires Cost…
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Not able to edit award budget - Cost shareSummary: Not able to edit award budget Content (required): Hi Experts, I have created an award with one sponsor project and other cost share project. I am able to edit a…
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Pros and Cons of using internal funding sourcesWe want to understand the limitations of using internal funding sources as opposed to having them as sponsors in the system. Can billable, chargeable and capitalizable p…