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Project Management
Discussion List
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Sample Construction Work Breakdown StructureSummary: Construction WBS Content (required): Our PPM business leads are looking for sample Work Breakdown Structures for Infrastructure Construction projects, especiall… -
Is there a way to Limit Expenditure types.Summarry: When capturing Cost . (ex. Create costed or accounted transactions for third pary application) or any ADFDI (Excel) can i limit the expenditure types? Content …
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Use more than one Financial Plan type on different versions of Budgets on a ProjectWe have a requirement to create 2 different cost budgets for the same Project. As those budget amounts are further being used for different calculations we are exploring…
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Copy asset assignments from TemplateI would like to create project asset shells on a project template and assign to specific tasks. I am not able to have the asset assignments copy over. Is this possible. … -
Edit Task Details - Navigation and Ease of UseDoes anyone have the following issue: You go to Manage Project Plan and Edit TAsk Details, at the top there is a Task Number dropdown. In this particular example, I am m…
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PPM TAD - Depreciation Expense AccountThe Depreciation Expense Account PPM TAD is under Budgetary Control configurations. Am I able to use the depreciation account PPM TAD without using budgetary control? My…
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Budget Layout - Default for all UsersIs it possible to default the budget layout for all users? Esmeralda
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When Creating Budget, can we limit expenditure type, 1 task equals to 1 Expenditure type.Summary: Currently we can create multiple expenditure types when creating budget, client would like to limit 1task is to 1 expenditure type. See attachment for visuals. …
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Limiting expenditure types while creating expenditures (Ap invoices, PO's and miscellaneous costs)Summary: How to limit expenditure types based on the expenditure categories used in budgeting? Content (required): Hi we have around 10 expenditure categories in total a…
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Is it possible to limit the number of choices in Organization per BU?Summary: Currently, when creating a project template and selecting Busines Unit, all the Organizations appear in the selection. The client wants to see only three Organi…
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REST API/SOAP UI for making unplanned resource to planned resource in Manage Project ForecastSummary: We would like to know if there is any REST API/ SOAP UI available for updating the unplanned resource to planned in Manage Project Forecast window. Content (req… -
Intercompany TransactionSummary: Hi I am trying to create a Project cost and identify Cross charge. However it is not picking the transaction. I found out that in Intercompany Billing Tab the B… -
Planned dates should not be editable, estimate start dates should be available like ZOHOSummary: Zoho has estimated start dates which can be changed but planning start dates are fixed and cannot be changed. our customer is requesting similar functionality. …
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way to automatically add Project numbers in the coa project segmentSummary: Is there a way to automatically add project numbers in COA Project Segment whenever a project is created from PPM Content (required): Version (include the versi… -
Draft Accounted Transaction Pulled into Capital Costs but Cost Not CapitalizedHas anyone encountered this. Created a Project with Manual Event capitalization.Created cost - some final costed some draft costed (one entry was an original cost in fin…
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Project Budget editingSummary discussion for project budget edit in excelContent what is the difference between Periodic and Non Periodic edit in excel sheet for project budget Version Oracle…
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Is it possible to generate forecast at summary and detail levelSummary: Please provide some insights on how to forecast at summary level WBS element(above lowest level cost code) and detailed level WBS element (lowest level cost cod…
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Is there a way to put a Project Task Transaction Control on Job Level without filling in the person?Summary: we need a task validation on Job, not on person level Content (required): Project Management Version (include the version you are using, if applicable): 23A Cod…
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Asset Capitalization - Estimated CostI am attempting the Estimated Cost capitalization method. I have 3 assets and I want to capitalize each one separately, in a phased approach and at a cost that I input. …
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Next Billing DateWhere am I able to see a contract line's or bill plans next billing date through the user interface? Same question in the database table for reporting
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Resource Breakdown Structure - SupplierSummary: What's the functionality of Planning Resource Breakdown Structure- Supplier? Content (required): Create Planning RBS with Supplier Resource Format and add Suppl… -
Project Template Not appearing for Project Creation in Project Financial ManagementContent I have created a Project Template with BU as XX, Project Unit as PU1 and Organization same as BU. However, when I try to create a project, the Source Template LO…
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Budgetary Controls are not working as per the expectationsSummary: When the cost exceeds the budgeted amount for a specific project, it should trigger an error stating that "funds are not available/Insufficient funds". We verif…
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Can project budget in sync with GL budget?Content We have a case that the CoA segment contains project segment, which actually stores project number. While we use project budget to do budgetary control, finance …
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Project Budgets and GL BudgetsSummary Project Budgets and GL Budgets - Funds Check against project budgets only OR both the project and financial budgets.Content Q.:If the funds check is done against…
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Can next budget version be auto-approved if current approved version has the same amount?Summary: Budget Workflow Can next budget version be auto-approved if current approved version has the same amount. That is, if both versions have same amount then next b…
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Same Resource is being assigned multiple time to same projectSummary: Under Project Financial Management >> Manage Project Resources, the same Resource is being assigned multiple times on the same project. Content (required): Unde…
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Master rate should be overriden at budget levelSummary: Planning level- project and all tasks Below is our task structure TASK0 TASK1 TASK1.1 Non labor Resource 1.1 (Created based on Expenditure Type1.1) Rate:8000 Qt…
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Unable to IC Invoicing with Rate Schedule By Job.Summary: I am trying to run Projects IC Invoice using a Rate Schedule at Job Level. Though the Rate Schedule by Person works correctly but if the person is missing in th… -
Eaned value analytics is coming blankSummary: We cannot view Earned Value Analytics, even after running the Update project performance data. Please advise how to resolve this. Content (required): Version (i…