Project accounting windows

Account groups (PM201000)

In this window, you can define account groups, which you can use to track the budget, expenses, and revenues of projects.

Allocation rules (PM207500)

Your company can have such expenses as office rent or administrative expenses that are posted to the general ledger but not classified against projects and not presented in the project budget.

Budget details (PMGI0010)

You use this window to view the budget details of all the projects.

Budget summary by account group (PMPV0010)

You use this window to explore the particular amounts of project budgets provided by the Budget details (PMGI0010) generic inquiry.

Change orders (PM3080PL)

In this window, you can select and open the change order you want to edit in the Change orders (PM308000) window.

Change orders (PM308000)

You can use this window to view and modify a change order, as well as to add or delete an existing change order.

Change order classes (PM203000)

Commitments (PM306000)

In this window, you can view the list of internal and external commitments associated with projects and create external commitments.

Common tasks (PM208030)

You use this window to view and edit all the settings of a common task, as well as to add or delete a common task.

External commitments (PM209000)

In this window, you can create a new external commitment or edit or delete an existing external commitment.

Invoicing rules (PM207000)

You can use this window to define the rules for invoicing customers by project.

Not yet invoiced project transactions (PM40107S)

This window shows all transactions that have been allocated, but not invoiced, and are linked to the account group(s) that are set up in the invoicing rule(s).

Pro forma invoice (PM642000)

By using this report, you can view and print the selected pro forma invoice.

Pro forma invoices (PM307000)

You can use this window to view and modify pro forma invoices.

Process pro forma invoices (PM506000)

In this window, you can select the type of processing, specify criteria for selecting the pro forma invoices to be considered for processing, and process all of the filtered pro form invoices or only selected ones.

Project access (PM102000)

By using this window, you can create restriction groups for managing the visibility of projects to users, or modify existing restriction groups by adding or removing users or projects.

Projects (PM301000)

In this window, you can create, view, modify, and delete projects.

Project accounting preferences (PM101000)

You use this window to set up the Projects workspace and to establish appropriate project management settings.

Project attributes (PM202000)

An attribute group is a collection of additional elements to gather and store information related to specific entity types: projects, tasks, or account groups.

Project balance (PM40102S)

This report shows the project balances for projects you wish to see.

Project budget (PM309000)

By using this window, you can do the following:

Project list (PM40101S)

You use the elements in this area to select the projects you want to view in the table.

Project revenue and cost (PM40103S)

Project tasks (PM302000)

You can use this window to do the following:

Project task list (PM40105S)

You use the elements in this area to select the project tasks you want to view in the table.

Project template tasks (PM208010)

You can use this window to create tasks for project templates.

Project templates (PM208000)

In this window, you can add, view, modify, and delete project templates.

Project transactions (PM304000)

By using this window, you can view particular transactions associated with projects, review all the transaction details, and release the transaction or reverse the allocation that generated this transaction.

Project transactions - overview (PM401000)

In this window, you can view the list of transactions associated with a particular project.

Rate lookup rules (PM205000)

By using this window, you can specify the sequences in which the system will search for rates in rate tables, as well as the factors that affect rate selection for each series.

Rate types (PM204100)

You use this window to add, view, edit, and delete the rate types that can be used in allocation rules.

Rate tables (PM204200)

You use this window to add new blank rate tables that can be used in projects for building pricing models.

Rate table maintenance (PM206000)

You use this window to specify rates for different sequences of rate tables.

Restriction groups by project (PM102010)

In this window, you can view the restriction groups that contain a particular project.

Release transactions (PM501000)

By using this window, you can release transactions that are ready to be released ( Balanced ).

Reverse non-invoiced transactions (PM505000)

By using this window, you can reverse transactions that have been allocated but not yet invoiced.

Run allocations by project (PM502500)

By using this window, you can process all allocations in the Projects workspace or only selected ones.

Run allocations by task (PM502000)

By using this window, you can process all allocations in the Projects workspaces or only selected ones.

Run project invoicing (PM503000)

You can use this window to perform invoicing for projects.

Validate project balances (PM504000)

For information about how to validate balances, see: Validate project balances