Project Ledger templates
Document management is used in Project Ledger to generate output documents.
For sample document templates, and information about uploading and setting up IDM template, sign in as .
This table shows the locations of templates to use when setting up IDM templates:
| Output document | Sample document template location | Upload IDM template location | Set up IDM template location |
|---|---|---|---|
| Federal Financial Report | Document Template Setup > Project Document Sample Templates > Grant Federal Reporting | Document Template Setup > Project Document IDM Templates > Grant Federal Reporting IDM Templates | Project Administrator > Global Ledger Menu > Setup > Finance Enterprise Group > Structure Compare > Project Funding |
| Project Invoice | Setup > Document Template Setup > Project Document Sample Templates > Project Invoice | Setup > Document Template Setup > Project Document IDM Templates | Setup > Project Contracts |
| Project Invoice by Project | Setup > Document Template Setup > Project Document Sample Templates > Project Invoice | Setup > Document Template Setup > Project Document IDM Templates | Setup > Project Contracts |
| Project Invoice Reversal | Setup > Document Template Setup > Project Document Sample Templates > Project Invoice | Setup > Document Template Setup > Project Document IDM Templates | Setup > Project Contracts |
| Project Invoice Reversal by Project | Setup > Document Template Setup > Project Document Sample Templates > Project Invoice | Setup > Document Template Setup > Project Document IDM Templates | Setup > Project Contracts |