Project card
The project card is the central repository for all information that is related to a project.
Project payment funding
The financial information that is related to the project can be viewed on the Project Payment Funding page.
To view the Project Payment Funding page
Choose
, enter projects, and then choose the related link.The Projects page opens.
Select the project for which you want to view the Project Payment Funding page, and then on the action bar, choose Manage > View.
The Project Card page opens.
On the action bar, choose Home > Payments & Funding.
The Project Payment Funding page opens.
Payment Schedule FastTab
on the Project Payment Funding page, on the Payment Schedule FastTab, you can specify information about the expected payments for the project.
Note
Note:
Payment schedules are automatically updated with the deposit process. If a deposit is made that is a fulfillment of a funder’s payment commitment, then on the Payment Schedule FastTab, the transaction scheduled payment must be linked with the deposit by updating the received information manually.
Funding Sources FastTab
On the Funding Source FastTab, you can specify information about the one or more funding sources for the project. If the funding source is external, you can link the respective line to a receivables customer and input the amount that they have committed to fund. If the funding source is internal, you can specify information in the Comments and input the amount of that funding.
Note
Note:
Although this section allows a user to select a customer, this selection is for informational purposes only. If an invoice is to be generated and sent to the funds provider, the user must follow standard receivables invoicing procedures to generate the invoice.
Project Task Deliverables page
The Project Task Deliverables page is used to record the tasks to be completed as part of the project. Tasks can be selected from a list of predefined tasks and deliverables. To keep track of what tasks and deliverables have been completed, values can be specified in Required By Date and Delivered Date.
Project Contacts page
The Project Contacts page provides the capability for you to keep track of project contacts, as well as classify them into internal or external contacts.
Project Statistics FactBox
The Project Statistics FactBox provides an overview of the financial or budgetary information about the project aw well as additional information that is relevant to the project.
To create a project
Choose
, enter projects, and then choose the related link.The Projects page opens.
On the action bar, choose New.
The Project Card page opens.
Specify values for fields as required.
To view the general ledger entries that are related to a project
Choose
, enter projects, and then choose the related link.The Projects page opens.
Select the project for which you want to view the general ledger entries, and then on the action bar, choose Related > Project > G/L Entries.
The General Ledger Entries page opens. The data is filtered by the dimension code that is linked to the current project card.
Attach documents to a project using links
Electronic documents or files of any type can be attached to the project card and made available to any user. By having documents stored centrally with the project card, organizations can ensure that important information is always backed up and is accessible to individuals who require access.
To attach a document to a project
Choose
, enter projects, and then choose the related link.The Projects page opens.
Select the project for which you want to attach a document, and then on the action bar, choose Manage > View.
The Project Card page opens.
In the FactBox page, choose the Attachments tab.
To add a link, next to Links, choose +.
The Add a link page opens.
In Link Address, specify the web page URL to which you want the link to point.
The URL must be a valid internet or intranet URL.
In Description, specify a description of the link.
Choose OK.
To view an attached document
Choose
, enter projects, and then choose the related link.The Projects page opens.
Select the project for which you want to view an attached document, and then on the action bar, choose Manage > View.
The Project Card page opens.
In the FactBox page, choose the Attachments tab.
Select the relevant line to open the link.
Attaching additional dimensions to a project
Additional dimensions can be attached to a project. When a user attaches the additional dimensions to the project card, the dimensions are added to the project dimensions as reporting dimensions. Reporting dimensions are attached to the transaction at posting, not at time of data entry, and are used for reporting purposes on posted entries.
To attach additional dimensions to a project
Choose
, enter projects, and then choose the related link.The Projects page opens.
Select the project for which you want to attach additional dimensions, and then on the action bar, choose Related > Project > Dimensions.
The Edit Dimension Set Entries page opens.
On the action bar, choose New.
A new row appears.
In Dimension Code, specify the code that represents the dimension that you want to add.
In Dimension Value Code, specify the code that represents the dimension value that you want to add.
Create a financial analysis dataset
If project financial information is deployed over the financial analysis portal, details about the project can be automatically transferred to a dataset.
To transfer details to a dataset
Choose
, enter projects, and then choose the related link.The Projects page opens.
Select the project for which you want to transfer details to a dataset, and then on the action bar, choose Actions > Function > Create Dataset.
The Project Create Dataset page opens.
Specify filters as required, and then choose OK.
A dataset is created with the project code and description and default starting and ending dates for the project.
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