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New Project Setups

Posted: Mon Apr 20, 2009 2:58 am
by 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.

Posted: Mon Apr 20, 2009 3:55 am
by KIMKhan
Implementation Options
Project Types
Expenditure Setup

Posted: Mon Apr 20, 2009 4:41 am
by 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.

Posted: Tue May 26, 2009 2:32 am
by 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

Posted: Tue May 26, 2009 1:47 pm
by akumar.oracle
Hi Satish

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

cheers,
Arvin

Posted: Wed Jul 01, 2009 5:49 am
by 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