New Project Setups

[Bholaimmu]

Dear,

Can someone share all the setups which we have to do when we create a new project using Oracle Project, so that the project should be ready for all actual transactions like PO, Expense Report, WIP Transaction, Timecard, etc.

[KIMKhan]

Implementation Options
Project Types
Expenditure Setup

[Bholaimmu]

Thx KHAN for replying.......

I am new to Projects. I have created couple of Projects which includes WBS & Budget. Now I want to do all the other setups so that the Project is ready for charging.

Can you plz give the steps in detials.

[Sathish_R]

Hello,

If you have created project and wbs, all you have to do is to check
the project's status should allow entry of new transactions (check in the project statuses forms).

You have to change the status of the project to a status which allows entry of the transactions.

Also you may have to setup expenditure category and expenditure types for entering transactions in projects module.

Thanks,
Sathish
www.projectsaccounting.com

[akumar.oracle]

Hi Satish

What is the difference between expenditure category, expenditure types and expenditure item?

cheers,
Arvin

[curflea]

Hi, Arvin

In short, expenditure categories are parents of expenditure types.

Expenditure items are lines which transferred to PA from other modules such as AP, PO, INV etc.

You can define expenditure items by expenditure types, and category with expenditure category.




Best Regards,

Juan


[quote]Hi Satish

What is the difference between expenditure category, expenditure types and expenditure item?

cheers,
Arvin

<i><div align="right">Originally posted by akumar.oracle