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Project detail is NOT integrated between Project and Financial

edited Sep 24, 2018 10:18PM in Planning 9 comments

Summary

Even when Project is configured as a Flex dimension in Financials, Project detail is still rolled up and integrated to "No Project".

Content

In the documentation under,  Integrated Business Processes,  the following statement is made for the Projects to Financial integration scenario:  

 "In Financials, see a rollup of Projects details and integrate project expenses and revenue into your Financials reporting.".   

This statement is a little misleading, especially if you've configured the Project dimension as a Flex dimension in Financials (which I did).   To my surprise, I didn't get any "Project details" .  By default, total expense and revenue for "All Projects" is integrated to "No Project" in Financials.    In my case, I need Project Detail, so the workaround is to clone the "OPF_Copy Data to FinStmt_T"  template and create one that integrates project detail.   

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