Project Ledger CU64
Added a new report Project Period Comparison
The new report will allow you to compare one period actual to another for YTD or PTD reporting period. You must populate the comparison period end date on your project reporting settings.
Program/Business class/Process affected:
- GeneralLedgerTotal
- GLCommit
- Project
- ProjectReportingSettings
- ProjectAccountantFundingSourcePage
- ProjectAccountantManagementPage
- ProjectAccountantReportingPage
- ProjectManagerReportingPage
Use these steps to test the enhancement:
Create a project reporting settings and enter a comparison period end date that you want to compare to the period end date. You can then view the project period comparison report and it will show actuals for either YTD or PTD reporting period for both periods.
JT-1348387
Added a new Invoiced and Revenue Comparison list
Created a view of prior months project contract invoiced and revenue amounts to current months invoiced and revenue amounts
Program/Business class/Process affected:
- ProjectFundingSource
- ProjectAccountantContractsPage
- ProjectAdministratorContractsPage
- ProjectManagerContractsPage
- FinanceDimensions2
- ProjectAccountantFundingSourcePage
Use these steps to test the enhancement:
From the Project Contract there is a new list Invoiced and Revenue Comparison. You can filter on the project contract, funding source, or revenue recognition. If you specify a prior from date and a prior to date, it will sum up the invoiced amount and recognized amount for the project contract and funding source that fall within that date range. If you specify a current from date and a current to date it will sum the invoiced amount and recognized amount for the project contract and funding source that fall within that date range. If the dates are blank, it will sum up all the invoiced amounts and recognized amounts for the project contract and funding source. The prior date range and current date range does not filter the project contract or funding source selection they are used to determine the invoiced amounts and recognized amounts to sum up.
JT-1352091
Added ability to put transactions on hold/remove from hold in mass for capitalization
This action allows the user to put transaction on hold or remove from capitalization before running capital interface actions.
Program/Business class/Process affected:
Project and GLTransactionDetail business class. New action Hold Capitalization Global Ledger Expense Transaction.
Use these steps to test the enhancement:
Add capital project. Add / post project expenditures. Access Hold Capitalization program/action using Project Administrator, Processes, Capitalization Processes.
JT-1352181