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Project Management
Discussion List
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EPS element by delegate/EPS element by owner analysis not displaying hierarchy dataSummary: After Creating EPS element assigning delegate and assigning projects under it, when we run the EPS element by delegate/EPS element by owner analysis- these do n… -
Project Billing- Can we release invoice automatically after approvalSummary: Hi, Please confirm if we can release the invoice automatically after approval in Project billing? Content (required): 22D Version (include the version you are u…
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Is there a limit on number of projects funded by an Award?Summary: Hello Experts, With my current client, one award is funding multiple projects. Customer wanted to know if there is a maximum limit on the number of projects fun…
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Committed Costs showing on Project Control Budget Balances report but is not in Manage Committed CosSummary Committed Costs showing on Project Control Budget Balances report but is not in Manage Committed Costs PageContent We have committed costs showing in the Project… -
How to allow PR/PO/AP Invoice after Grant was expiredSummary: for some fed grants, agencies are allowed to incur the expenses like PR/PO/AP invoice after it is completed (like they give 90 days period for Counties to put r…
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OTBI Report for Manage Unprocessed Cost Area in ProjectsSummary: I am trying to create an OTBI report to extract all the Cost available in Manage Unprocessed Cost area (Projects) where most of the Columns are extracted. (I am… -
Recalculate labor cost must credit the Cost center value from original debit lineSummary: I have created this rule to ensure a recalculation of labor cost will credit the Cost center value from original debit line And I have assigned it to Event Clas…
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Cross-Charge within same LE, Different PEOSummary: How to apply a transfer price on a cross-charge between departments within the same LE Content (required): We have an interesting requirement from a customer, w… -
Unable to Close Project due to Committed Cost - Result of Supplier InvoiceSummary: We are unable to close a project due to committed cost which is a result of a small dollar amount ( -
Transaction Control include/exclude flagSummary: In projects, on the transaction control level, there's an include/exclude flag. Does anyone know where this is field is held in the sql tables? Everything I've … -
Workflow not behaving as expected when adding a new Principal Investigator in our ProjectsSummary: When PI terminates and we add a new PI (set up as resource etc.) to project awards - the workflow doesn't go to the newly added PI and we are not understanding …
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Custom Report example for PPM Allocations ?Summary: Custom Report for PPM Allocations ? Content (required): Hello I would like to create a custom report for PPM Allocations, will you please share with me the tabl…
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Hide Project Task and other Project Fields on RequisitionSummary Our Customer wants to have only Project ID field on Requisition and Hide all other Project FieldsContent At present, when Requester fills in Project Id then Task…
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Need to mandate Award fieldsSummary: On Edit Award Details UI: Navigation: Grants Management --> Awards--> Edit --> UI opens up for Edit The requirement is that the fields Award Type and Award Purp…
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Time cards going back to Entered statusSummary: Every month, time cards seem to revert back to an Entered status after submission. Then they need to be manually picked up and re-submitted. But we have not bee… -
Ability to track workorders for smaller tasks under a project/program as for e.g.: track workordersSummary: Ability to track workorders for smaller tasks under a project/program as for e.g.: track workorders and vendors mapped against workorders issued for a particula…
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Import Costs error with User-Defined exceptionSummary: Import costs ends in error and all transactions in interface has fund alert message "Budgetary control validation is successful and there are no control budgets…
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Maintain a Single Source of Truth for Project Team Members and Labor ResourcesSummary: Is it recommended or necessary to opt in to this feature? Content (required): Our implementation has been live for almost 2 years now but we aren't opted-in to …
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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…
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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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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… -
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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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…