Project Ledger CU75
Enhance IDM format for Project FFR report
Sample Templates for Federal Financial Report using IDM are outdated. We need to update the templates to reflect changes in non-IDM templates.
Program/Business class/Process affected:
IDM
GrantReportingSettings
Generate
Sample Document Template
To test this enhancement, generate Federal Financial Reports using the Updated IDM Templates. Verify that it has the same details when generating non-idm documents
JT-1452687
Add IDM format for Project Contract Summary Invoice
Need to produce Project Contract Summary Invoice and Summary Invoice Reversal Documents using IDM
Program/Business class/Process affected:
IDM
Sample Document Template
Project Contract Invoice, Project Contract Invoice Summary
Use these steps to test the enhancement:
1. Generate Project Contract Summary Invoices and Summary Invoice Reversals using IDM
2. Print Project Contract Summary Invoices and Summary Invoice Reversals using IDM
3. Email Project Contract Summary Invoices and Summary Invoice Reversals using IDM
JT-1462188
Added ability to copy labor in approved status
Add ability to copy labor in approved status for employees effort is static and does not change. Requirement is when adding a project assignment for employee who works the same effort percentage for the entire project, allow the ability to copy it in an approved status to future periods, so they do not have to approve effort every period.
Program/Business class/Process affected:
ProjectAssignmentLabor business class. Individual Copy Labor action.
Use this information to test the enhancement:
Add project assignment. Add actual effort for current period and approve. Use the copy action to copy actual effort to future periods. Select the check box to approve. Then validate future assignments effort was copied and the status is approved.
Dependencies:
The effort must be in an approved status.
JT-1497119
Edit posting date is valid date for Project Invoicing and Revenue Journalize Processes
If the FinanceEnterpriseGroup.ProjectDateEdit is set to PostingDate, users could enter an invalid posting date for the projects being processed, resulting in an error suspense entry. This enhancement will add date edit to validate the posting date entered when submitting invoicing and revenue actions is valid for the projects being processed.
Program/Business class/Process affected:
Actions include JournalizeContractInvoices, JournalizeInvoices, ReverseJournalizedInvoices, JournalizeContractRevenue, JournalizeRevenue, and ReverseJournalizedRevenue.
Use this information to test the enhancement:
If the Finance EnterpriseGroup.Project DateEdit is set to PostingDate, the logic will check the ClearingProject for the invoice’s funding source and every Project that is on an invoice line to see if the entered PostingDate is within the project’s date range (including PeriodOfPerformance if it exists). For individual actions if any failures are detected, the job will not run and a parameter error will be returned. For the mass actions, the contract will just be skipped and error returned (error message shows up in project contract header when viewed).
Dependencies: Edit is only performed if the FEG project date edit is set to Posting Date.
JT-1500882
Edit posting date for labor distribution actions
If the FinanceEnterpriseGroup.ProjectDateEdit is set to PostingDate, users could enter an invalid posting date for the projects being processed, resulting in an error suspense entry. Enhancement will edit posting date entered when running labor distribution actions is valid for the projects being processed.
Program/Business class/Process affected:
Actions include DistributeLabor, RedistributeLabor, and ReverseLabor.
Use these steps to test the enhancement:
Set the Finance EnterpriseGroup.ProjectDateEdit to PostingDate. Test actions check project assignments to see if the Posting Date entered on the action is within the project’s date range (including PeriodOfPerformance if it exists). If any failures are detected when running individual actions, the job will not run and a parameter error will be returned. For the mass actions, the employee will be skipped and errors will be listed in the errors tab.
Dependencies:
The Finance EnterpriseGroup.ProjectDateEdit is set to PostingDate
JT-1502243
Add new action to copy project billing overrides
Program/Business class/Process affected:
Project business class. New action copy project billing overrides.
Use this information to test the enhancement:
Action is only visible on project contract posting projects list. Select the posting project you wish to copy billing overrides from. Enter any summary project (another contract) you wish to copy to. The copy action will copy billing overrides to all posting projects under the summary for which billing overrides do not exist.
Dependencies:
Action is only visible on project contract posting projects list. Select the posting project billing overrides you wish to copy from. Enter any summary project (another contract) to copy to.
JT-1493904