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Project Management
Discussion List
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Did You Know? Review and Approve Expenditure Batches Before Creating Project Costs Using an ApprovalSummary Understand the changes in behavior when this feature is enabled and plan for this feature to permanently replace the Separation of Duties feature in a future upd… -
Is there a way to distribute Asset Cost by percentage?Summary: Hi Just seeking help. In case of a task is assigned to multiple assets, Task A - is assigned to Multiple Assets Asset1 - Asset2 - Asset3 - I got a PO of 300 lin… -
How to find and use a specific kind of configuration/typology of "Event Types" in OTBI ?Summary: There is a specific kind of configuration/typology of "Event Types". It is included in the "Manage Project Billing Value Sets" configuration form You can get th…
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Single/Parallel PARTICIPANT rule is not working in BPM WorkflowWe created a Single PARTICIPANT rule But, this is not working as expected The same rule is working as expected when we use with serial PARTICIPANT but hear all members h…
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HCM Department of Resource is different and Resource need to be assigned to different Resource PoolSummary: One Resource belongs to the 'X' Department, but the same Department is not configured in the Resource Pool. However, the Resource needs to be moved to the 'Y' D…
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How to include open commitments in Estimate-to-Complete (ETC) calculation?Summary: Our customer needs to have project ETC values calculated using the formula: ETC= EAC-Actual Cost-Open Commitments Is there a way to fulfill this requirement? We…
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Is creating a new worker/employee has something to do with the automatic assignment of resource poolSummary: Example. Employee 1 is newly hired. There will be an automatic creation of resource record, correct? What will be the basis of automatic assignment of resource …
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is there a view query to get all the detail shown in manage project cost?Summary: 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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Not able to see the Projects Additional details while approving the projectsOur requirement is that when approving the project status, we need to see additional project details in the Notifications worklist window so that we can verify the proje…
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Ability for Percent Spent and Percent Complete Revenue Methods for Sposnored projects.Summary: Ability for Percent Spent and Percent Complete Revenue Methods for Sposnored projects. Content (please ensure you mask any confidential information): Hi Team, I…
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getting an error when trying to export new projectSummary: getting an error when trying to export new project .Check attached . I am using MSP Professional 2019 + instaleed latest adf integrator .It is happening on seve…
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How to release a budget based on Milestone?Summary: We have a business case where Project Budget is formulated at the start of the project, but the project budget should be released in step by step by manner as p…
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Customization of Project Status Change NotificationWe have a requirement when we submit the project for closure, a notification should be generated and sent to Project Manager for approval. The notification should have i…
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Disable (Set an End Date to) the type “General” from Manage Issue Types.Summary: Is there a way to disable or set an End Date for the pre-defined value 'General' within the type? I've attempted to search for lookup values through 'Manage Com…
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Is it possible to automatically calculate the Employee Per/Hr Rate from the Payroll amount?The business aims to implement an automatic calculation of the employee per-hour rate during the import of costs from OTL transactions. This calculation should derive fr…
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update project financial settingsCould you please advise as we are looking to change the Currency Conversion Data Type from Transaction Date to Accounting Date. I checked and the FBDI templates are only…
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Not able to review >> Customer Billing - Manage Transaction Types config detailsSummary: Hello Experts! We are able to define new Customer Billing - Manage Transaction Types, however not able to query and see the details for existing Transaction Typ…
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Display DFF on Manage Project Cost PageSummary: We can configure DFF on Project Cost Collection Flexfield with a context PJC:ALL. However when navigating to the Manage Project Page, these attributes are not a…
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Is there a way to automate the generation of billing offset GL accounting entries?Summary: Is there a way to automate the generation of billing offset GL accounting entries? We have ~300 Contracts per month, so automation is preferred. Additionally, w… -
Whether we can create PJ that include dependencies and servise type at once with template or not?Summary: Do you know whether we can create PJ that include dependencies and servise type at once with template or not? My customer want to create project that include ta…
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Generate Invoices Job: Invoice Bill Through Date Impacting Event EligibilitySummary: User entered a future dated invoice date of 12/31/3000 and now seemingly eligible events aren't getting picked up in the Generate Invoices process. The Generate…
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Change the financial plan version from Working status to Baseline status using the REST ErrorSummary: I am trying to change the financial plan version from Working status to Baseline status using the REST Error. Please let me know if anyone know the solution for…
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Do you know the differencies between Transaction Start Date and Planned Start Date in PFM?Do you know the differencies between Transaction Start Date and Planned Start Date in PFM? Planned Start/Finish Date is able to be imported with FBDI, but Transaction St…
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Manage project Resourceswhen navigating to PFM and select a project I can't get the action of Manage project resources , even if it already appears in the PEM area what would be the reason for …
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Planned hours is not updating in the Manage Financial Project PlanSummary: We have updated the Planned hours for a certain Project but the Planned hours hasnt changed. Content (please ensure you mask any confidential information): I ha… -
consumed Amount variancein project invoice in the contract tab I get the consumed amount more than the summation of all the invoices created for this contract -noting that all invoices are in a…
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RBS not Showing when creating project templateSummary: RBS not Showing when creating project template Content (please ensure you mask any confidential information): Hi Team, RBS not Showing when creating project tem…
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Project Task Level transaction Control LimitsSummary: We have a requirement to use Transaction control to limit the number of tasks to be visible on the Time Entry and Expense Entry. We only want to have a time ent…
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Is there any Public Business Event that can be used for the Header of the Projects in PPM?Summary: We are looking for different ways to extract details of the header level using real-time events from the header level of the project. We already confirmed with …
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Unable to pick Principal Investigator while defining the Procurement approvals for Project RequisitiContent We have defined Project Manager and Principal Investigators as two different resources for our projects. When configuring approvals for Project related requisiti…