Requesting new posting projects

Sign in as Project Accountant, Project Administrator, or Project Manager.

Select .

Select Actions > Request New Posting Project.

On the Request tab, specify this information:

Priority: Select the priority of the request.
Needed By: Specify the date by which the new posting project must be completed.
Action Comment: Provide additional comments for the request. For example, the approver can provide the reason for the rejection.

On the Main tab, specify this information:

New Project: Specify the project name. You cannot change the name after the project is saved.
Description: Provide a project description.
Project Status: Select the project status for posting projects. The status code indicates which actions can be performed for posting projects.
Begin Date: Select the project begin and end dates. Projects are temporary records with begin and end dates. The summary project begin and end dates are the default values. The dates can be overridden but must be within the date range of the parent record. Begin and end dates on posting projects define the valid date ranges for journal entry records on subsystems.
Currency: Select the posting level project currency. For project invoicing, the posting project currency must match the parent contract currency. If this field is blank, then the default currency from the project structure is used when the posting project is saved.
Program Income: If program income is selected on the project contract, then select this check box if the posting project has program income.
Program Income Type: If the program income for the posting project is different than the program income on the project contract, select the program income type. If this field is blank, then the program income on the project contract is used.
Exclude From FES: Select this check box to exclude the posting project from front end split if front end split is enabled on the contract. This field is displayed only if front end split is enabled on the finance enterprise group.
Watch: Select this check box to designate projects to watch. If this check box is selected for a project, then it can be viewed and filtered in lists and reports. The reports can also be viewed in the Infor d/EPM Platform App Studio Project Watch report.
Include in Budget Edit: Select this check box if the posting project is included in budget edit.
Capital: For assets, select this check box if the posting project is eligible for asset interface capitalization.
Billable: For project invoicing, select this check box if the posting project is eligible for billing.
Pre-Award ID: If a third party pre-award system is used, specify a grant identification number for tracking.
Work Type: Select a work type.
Service Type: Select a service type.
Usage Type: Select a usage type.

On the Billing Overrides tab, specify this information:

Billing Method: Select a billing method to override the billing parameter for posting projects. This is used to override the billing method that is specified on the project contract.
Markup Percent: If the Billing Method is Cost Plus, Time And Materials, or Rate Table, then specify the markup percentage to use for billing.
Billing Rate Table: If the Billing Method is Rate Table, then select the rate table to use for billing.
Billing Maximum: If there is a limit to what can be invoiced for the posting project, specify the amount.
Tax Exempt: Select this check box to override the tax exempt status for billable projects. This is used to override the tax status that is specified on the project contract.
Buyer Tax Code: Select a buyer tax code for the posting project.
Buyer Tax Location: Select a buyer location for the posting project.
Fees Exempt: Select this check box if the posting project is not subject to project contract fees.
Revenue Structure Option: Select whether the revenue structure is a full or partial finance code block for the project funding source. If the Full Structure option is selected, then the Full Revenue Finance Structure field is available. If the Partial Structure option is selected, then the Partial Revenue Finance Structure field is available. If you select the partial structure, then you can specify any dimension of the finance code block when specifying a revenue account. If dimensions are blank, then the value from the originating expense is used.
Partial Revenue Finance Structure: Specify the dimensions to override for revenue for the project funding source. If dimensions are blank, then the value from the originating expense is used. The list is sorted by revenue accounts because the account is generally a revenue account. If another account type is required, then any account can be specified.
Full Revenue Finance Structure: Specify the full revenue finance structure for the project funding source. The list is sorted by revenue accounts because the account is generally a revenue account. If another account type is required, then any account can be specified.

On the Labor Distribution tab, specify this information:

Labor Distribution Finance Structure: Specify the finance structure for the labor distribution account. This value overrides the finance structure labor for the project.
Fringe Burden: If you use labor distribution, select whether fringe benefit burden is created when running the Distribution Labor action.
If burden codes are not permitted for the project, then select No. If burden codes are permitted, then select whether the default burden code is from the employee or project.
Fringe Burden Code: If you use labor distribution, you can assign a burden code to the project. Fringe benefit burdens are created when the Distribute Labor action is run with the labor distribution transactions. A burden code for the fringe benefit can be assigned to the project employee or to the project.
Fringe Burden Finance Structure: If you use fringe benefit burdens for labor distribution, then specify the finance structure to post the fringe benefit. This value is used to override the original finance structure for the employee home account where employee project salary and wages are posted.
Certification Required: Select this check box if certification is required for the project for grant accounting.

On the Salary Cap tab, specify this information:

Salary Cap: If the project is subject to a salary cap for labor distribution, then select the salary cap code.
Salary Cap Date: Specify whether the salary cap date is for the start of the project or the end of the labor period. This field is required only if the project is subject to a salary cap.
Salary Cap Overage Finance Structure: Specify where the overage for labor distributions that are above the salary cap are posted. If this field is blank, then the overage remains in the employee’s home account. If a specific field of the finance structure is different for the overage, then only the field that is different must be specified. For example, an overage is posted to the same accounting entity and accounting unit, but to a different account. Specify the account field. If you specify only an account, then the account on the original salary and wages account is replaced. The account is not posted to a project.

You can attach comments and documents to the posting project in the Comments tab. The comments and attached documents remain on the project after it is created. Specify this information:

Subject: Specify a subject for the comments or attachments.
Comment: Specify additional comments for the posting project.
Comment Made By: Specify the user ID with which to associate the comments.
Date: Specify the date that the comments are created for the posting project.
Document URL: If the process document is online, specify the URL to access the document.
Attachment: Browse to a file and attach it to the posting project.

Click Submit. The request is routed for approval.