Project Ledger

Add Journalize Group to Project Search filter and list

Users can query transactions by journal group. This update helps users research ES (Error Suspense) entries.

Program/Business class/Process affected:

• Project Search
• GlTransactionDetail list

Use these steps to test the enhancement:

1. Run one of these project actions:
   • Journalize Revenue
   • Journalize Invoices
   • Journalize Indirect Burdens
   • Distribute Labor
2. Go to the project search and specify the journalize group in the filter field.
3. Verify that only transactions associated with the single journalize group are displayed in the list.

JT-1718569

Add Journalize Group to Labor Distributions Errors list

Program/Business class/Process affected:

• Labor Distribution Errors list

Use these steps to test the enhancement:

1. Create a labor distribution that includes a structure relations error.
2. Select the Errors tab and verify that the journalize group is displayed.

Dependencies:

Must be a Grant Accounting user that is using labor distributions and structure relations.

JT-1718567

Add ability to create billing/revenue milestones for non-milestone type contracts

Previously, if the contract had multiple billing elements, such as expense reimbursement and milestones, the project contract had to be set up as milestone. Users could override posting projects to expense reimbursement. This enhancement adds the ability to create billing and revenue milestones for non-milestone type contracts.

Program/Business class/Process affected:

• ProjectContractMilestone

Use these steps to test the enhancement:

1. Add a project contract with a billing type that is other than milestone.
2. Add a funding source.
3. Verify that the Create Billing Milestone action is displayed on the funding source.
4. Click Create Billing Milestone and add the billing milestone.

JT-1702814

Enhance Project home pages

Enhanced the Project Accountant home page with these changes:

• Added access to the transaction interface for Global Ledger and budget scenarios.
• Moved icons around so they are more visible.

Enhanced the Project Administrator home page with these changes:

• Updated icons for consistency.
• Added a Setup tab that categorizes setup by system.

Program/Business class/Process affected:

• Project Accountant Homepage

Use these steps to test the enhancement:

1. Access the Project Accountant home page and verify these changes:
   • The Grant Accounting heading and icons were moved under the Project Invoicing and Revenue column.
   • A new Global Ledger heading is displayed with Journals, Transaction Interface, and Budget Scenarios icons and links.
   • Project Capitalization was moved under Global Ledger.
2. Access Project Administrator home page.
3. Select the Setup tab and verify that the links work.

Dependencies:

Project Accountant and Project Administrator Role

JT-1709897

Add totals list to the Project Amount Analysis and Project Trend Analysis reports

Program/Business class/Process affected:

• Project Amount Analysis report
• Project Trend Analysis report

Use these steps to test the enhancement:

1. Access the Project Amount Analysis and Project Trend Analysis reports.
2. Select a project.
3. Click Load Totals.
4. Verify that the totals list is displayed on the bottom of the page.

JT-1708207

Project employee helper list missing field

When creating a new project employee using the helper list, the Redistribution Approver field was missing. The Approver field label has been changed to be Labor Distribution Approver. In addition, when the employee was selected from the helper list the employee name and number were not displayed.

Program/Business class/Process affected:

• Employee

Use these steps to test the enhancement:

1. Create a new project employee from the helper list.
2. Verify that the employee name and ID is displayed at the top of the form.
3. Verify that the Redistribution Approver field is displayed under the Labor Distribution Approver Field.

JT-1714538