Updating summary projects

A project hierarchy or work breakdown structure includes summary and posting level projects. Summary projects or parent tasks are created to summarize child tasks into balances for project management, control, and reporting.

  1. Select Financials > Project Ledger > Setup > Project Setup.
  2. Click the Structure tab.
  3. Open a project structure and click the Hierarchy tab.
  4. Select a summary project and select Actions > Update.
  5. On the Main tab you can update the description, begin and end dates, budget identifier, person responsible, and responsible team for the project. You can also change the summary project record to a contract by clicking Create Contract.
  6. On the Location tab you can add project location. Select an Address Code for the project.
  7. On the Comments tab you can add user comments and attachments for the project. Click Create to add a new comment or attachment.
  8. The User Fields tab displays user fields used to personalize the project. User fields are added in configuration console personalizations.
  9. Click Save.