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Project Management
Discussion List
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Labor Distribution export data from Manage Pay Element Expenditure Type Derivation formSummary: I am able to export data from the Manage Project Payroll Pay Element form but there is no export icon on the Manage Pay Element Expenditure Type Derivation form… -
View access to Project Financial Management Work AreaHi All, We have a requirement to create custom role which will provide view only access to the users to Project Financial Management Work Area. We tried creating the cus…
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Query or Table for Budgetary Control Settings under Manage Financial Plan TypesSummary: Hi Team, We need a Query or Table for Budgetary Control Settings to get below fields under Manage Financial Plan Types. Content (please ensure you mask any conf…
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Bill Transaction Currency to Invoice and Revenue Currency conversion attributes doesn't show valuesSummary: While creating Contracts using REST API, we are providing values for Bill Transaction Currency to Invoice and Revenue Currency conversion attributes on the Bill… -
Are Project Costs subjected to Fund Check using Control Budgets?Summary: Are Project Costs subjected to Fund Check using Control Budgets? Similar to Committments/Obligations/Invoices/Spend Authorization, are costs in Projects subject… -
Organization in Planning Resource Breakdown Structure setup page is not showingSummary: We have this planning role departments/organization that we are creating as part of our custom planning jobs where we add them in the planning RBS. The departme…
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use variable in user defined formula in project costingSummary: Need to use a variable in a user defined formula with the source being the task owning organisation name Content (please ensure you mask any confidential inform…
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Close Accounting Period Exceptions for range of periodsSummary: Can we submit the Close Accounting Period Exceptions for a range of periods? Content (please ensure you mask any confidential information): working 24D it only …
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Create budgets - Is it possible to allocate the Project budget to task level automatically?Summary: For example we have a Project X and it has 100 child tasks. We will setup $1000 as a project budget which has to split between 100 child task equally of $10 eac…
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Hot to setting ProjectExpenditureBatchApprovalTask workflow to Project Manager approve?Summary: We setting the ProjectExpenditureBatchApprovalTask workflow, but the workflow is sending to the bactch creator. It needed to send the batch to the project manag… -
Can the same asset which is created in Fixed Asset be created in PPM as Non Labor resource?Summary: We have assets which are basically equipments used that are being used in Projects. Can the same equipment which is created as an Asset in Fixed Asset module, b…
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Overview Budget Info tile is not available/not showing in Manage project budget pageMy project is having multi baselined Budget versions in Project budget with actual incurred in it. Even though the budget infotile is not showing. Have attached the imag…
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Redwoord pages in Project portfolio management//Contract ManagementSummary: Hi Team, Good day!! Could someone kindly share the updated file with the new release updates for Redwood and Generative AI related-Project Portfolio Management …
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Accounting ERROR for Project invoices due to AR MemolinesSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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We want to mass update team members in Project Financial Management under "Manage Project Resources"Summary: We have a requirement to mass update team members in more than one project at a time. This should allow end dating an existing team member and assigning a new t…
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Custom Financial Plan Type for Budget not available in LOV while creating Project BudgetHi All, When we try to create Project Budget, our custom financial plan type is not available in the list of values for selection, if we do not enable the checkbox of 'e…
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Automating Expenditure Batch Numbering in "Create Unprocessed Costs"In the "Create Unprocessed Costs" process, there is an Expenditure Batch field. Is it possible to assign numbers automatically instead of manually?
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Project Adjustment Costs Error Exception DetailsSummary: I wanted to build a report which illustrates all the error-ed Cost Transactions ( Expenditure Item Costs ). In Costs dashboard, I have 1800+ error-ed transactio…
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Can you use Grant Management for Pre-Awards Tasks?Summary: We currently maintain all Pre-Awards data and processes offline and via SmartSheet. My Office of Sponsored Project team would like to explore if it is possible … -
When creating an asset line in PPM it is not generate asset lines and not transfer to FASummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Where do we use the Cost Collection flexfield parameter InventoryItemId?Summary: We would like to use Inventory Item to restrict some Projects and Task in cost collection flexfield in Procurement and Inventory. We do see the Parameter Invent…
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Newly created Organization is not showing in the Manage P&B Resource Breakdown StructuresSummary: We have created a new Organization (department), however it is not showing in the List of Values to be selected in the Organization Resource. Can you pls let us…
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Can we update conversion rate type for Revenue at Budget level in Grant ManagementSummary: Customer currently using 'Corporate' rate type in conversion rate for cost and revenue for budget lines in Awards, but now they wanted to use 'User' rate type, …
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We want to adjust the recognized revenue by cancelling the Invoice but the revenue still not adjusteSummary We want to adjust the recognized revenue by cancelling the Invoice but the revenue still not adjusted.Content Hi Experts, We tried cancelling the invoice to redu…
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after overriding the item expense account still asset clearing account is not picked correctlySummary: Hi, There is a scenario where multiperiod accounting transaction (Feb-24 to Jan-25) processed from AP to Projects in Dec-24 . After that the Item expense was ov…
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Project Cost Data MigrationHi, We'll have a data migration for project costs which need to bypass the budget control, but the projects we imported enabled the budgetary control, how to bypass the …
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Unable to create New Project or Duplicate ProjectSummary: Unable to create New Project or Duplicate Project. Following errors are displayed - Create New Project Error - A new project or project template can't be create…
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Available Transaction Task Number on Billing Events CreationWhen creating billing events, we noticed that the transaction task numbers are not restricted to only the Chargeable or Billable task numbers. On our sample, we have rem…
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How to expense assets associated to Projects?Summary: Hi All, I have a requirement to expense low value assets associated to projects. The supplier costs for these assets are imported from AP into projects and then…
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TransactionControlFlag is not available under the REST for ProjectTemplate/TaskSummary: TransactionControlFlag is not available under the REST for ProjectTemplate/Task Content (required): TransactionControlFlag is a field which allows us to make th…