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Project Management
Discussion List
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Why is Burden Calculated on 0 Project Cost? How to Prevent This?Summary: We have observed that burden is being calculated even when the project cost is 0. Could anyone clarify why this happens? Additionally, is there any way to preve… -
Documents OF Records Value Sets are not working When Previous SegmentSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
Importing Project Revenue for projects managed externallySummary Importing Project Revenue for projects managed externallyContent Is it possible to import revenue for projects in bulk that are generated in external system and …
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Expenditures from expense reports are created as capitalizable flag = No, when task = YesSummary: Expenditures from expense reports are created as capitalizable flag = No, when task capitalizable flag = Yes. Is there a way to fix this? Content (please ensure…
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Is there any connection link to pull data from PPM via SmartView ?Summary: We have a requirement to pull awards and other project-related details from the PPM dashboard via SmartView. Wanted to check if there is a connection link to pu…
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How to write approval rule for Project cost Adjustments Approval workflow to go to Task Manager?Hi We have the requirement where Project cost adjustment has to be approved by Task Manager assigned to Task under "Manage Financial Project Plan". I know we have the fe…
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Add task Manage Project Foundation Descriptive Flexfields to the custom RoleSummary: Add task 'Manage Project Foundation Descriptive Flexfields' to the custom Role. Business is looking for specific tasks assignments only. Please advise the way /…
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How to send FYI Reject notification to requestor after project expenditure batch is rejectedHow to send FYI Reject notification to requestor (that we are storing in first 7 characters of Batch description) after project expenditure batch is rejected
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Default the DFF segment based on the selection of the previous DFF segmentSummary: Summary: I have a requirement, where client want to auto populate a DFF segment based on the previous segment value. Ex: Dff name : Contract Headers I have 2 se…
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How to configure multilevel approval for Contract Invoices based on Project Roles ?Hi We have the requirement of multi level approval of Contract Invoices based on the tagged Project Roles. The moment Invoices is submitted it should go to first level o…
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How to mass override natural account segment after accounting?The Business has mainly two types of projects SAAS and IDS. The natural account segment of both the projects are 160180 which belongs to historical data. The user requir…
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FYI notification to be sent to all approvers if project budget is rejected by approverSummary: Currently, if project budget is rejected by any one of the approvers, owner is getting notification. But, user expects that owner and all approvers must be noti…
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Project Capital Asset how to set the amortization start date for Cost AdjustmentsProject Capital Assets are capitalized with DPIS within the first quarter of fiscal year. For initial capitalization the Capital Asset Amortization flag is set to yes. W…
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Transaction Currency Column in 'Projects - Actual Costs Real Time' Subject Area?Summary: In the 'Projects - Actual Costs Real Time' subject area, which column holds the transaction currency? I need to identify the field that captures the currency in…
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Depreciation Expense Splitting Based on Funding Patterns in Multi-Donor ScenariosSummary: In a multi-donor scenario, just like how funding patterns are used to split expense amounts among different donors, we need a similar functionality to split dep…
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Import Cost : Generate Report Process ending in ErrorSummary Import Cost : Generate Report Process ending in ErrorContent Hi Team, I'm Facing issue when running Import Cost Process. The Parent Process Import Costs was suce… -
FYI notification for Approved Budget plan is sent to the Project Team MemberSummary: When a user is submitting the budget version plan for approval. Once approved FYI notification is triggered to all the team members of the project along with Pr…
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Do you know about unit of measure in Rest API (Create contract line)?Summary: When you specify a unit of measure in the REST API for creating contract lines (Create contract line), the specified unit of measure is not set and the primary …
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How to Withdraw the Workflow for Submitted Project InvoiceSummary: How to Withdraw the Workflow for Submitted Project Invoice Content (please ensure you mask any confidential information): We have enabled approval workflow for …
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Item based billing event not picked up by "Generate Invoices" processSummary: We have created an item based event but the "Generate Invoices" process is not creating a draft invoice for it Content (please ensure you mask any confidential …
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exchange variance budgetary consumption vs ProjectSummary: Hello question on mismatch project currency USD amounts for expenditure iid 2521249 among Manage Project Costs and Budgetary Control Content (please ensure you …
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Unable to search Project number while creating Unprocessed Cost Expenditure BatchProject details are not visible in the search results, while creating unprocessed cost exp batch for custom transaction source.
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Why Project Budget Workflow moves forward after Withdraw action on Request Information notification?Summary: The user that submit a project budget version for approval has the action Withdraw enabled on notifications sent by a Request Information action of an approver.…
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Audit Option for Data changes through VBCS Addin for ExcelSummary: Looking for an Audit/Tracking option when loading data through the VBCS Add-In for Excel Content (please ensure you mask any confidential information): Hello Te… -
How to Setup Period Profiles for Daily, Weekly and YearlySummary: Looking for period profile creation where we can create for Daily, Weekly and Yearly for Budget Data Entry Option Content (please ensure you mask any confidenti…
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How to obtain correct tax PA Internal Invoice?Summary: How to obtain correct tax PA Internal Invoice? Content (please ensure you mask any confidential information): We have created a draft invoice within the Contrac…
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Issue with Project Forecasts UploadThe hourly labor rate and total forecast amount in the FBDI file does not load correctly because the labor rate in the project actual costs conversion is different from …
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Sql query or Table name for Classify Organizations under Manage Project Organization ClassificationSummary: Hi Team, We need a table or query to get the flag columns for Classify Organizations under Manage Project Organization Classification Attached the screenshot fo…
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Custom Project role- costs cannot be limited by expenditure organisationWe are creating custom project roles and when we choose to limit data access to expenditure organisation, no costs at all can be seen from the Project Cost screen. When …
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Custom Project Role- Role cannot only view projects they are a member ofSummary: We are creating custom roles and the client has determined that certain roles should only have access to projects they are a member of. We cannot reach this out…