Creating project structures

The labels for the tabs in this process can vary based the labels that are assigned to Project on the finance enterprise group.

For information about the approval flow process, see the Infor Process Automation Services Reference Guide for Financials and Supply Management.

  1. Select Project Ledger > Setup > Project Setup.
  2. Click the Structure tab.
  3. Click Create.
  4. Specify this information:
    Structure
    Specify the structure name.
    Description
    Provide the description of the project structure.
    Enterprise Structure
    Select this check box if this structure is the enterprise structure. The enterprise structure is the default structure on reporting bases. Each project must have an enterprise structure.

    Only one structure can be designated as the enterprise structure. After expenses have been posted to projects, you cannot change which project structure is designated as the enterprise structure.

  5. If you selected the Enterprise Structure check box, more fields are available. Specify this information:
    Global Ledger Calendar
    Select a Global Ledger calendar for the enterprise structure. The calendar is used to validate the project begin and end dates. Project begin and end dates must exist in the calendar.
    Default Currency
    If this field is selected, the currency is used when you create a posting project, project contract, or a project employee. You can select a currency to override the default currency at the project, contract, or employee level.
    Project Invoice From Email Address
    If Project Invoicing and Revenue is used, specify an email address for a user that is sending project invoices to a customer.
    Project Invoice Printer Email Address
    If Project Invoicing and Revenue, is used specify the email address of the printer to which the invoices are sent.
    Project IDM Printer
    If Infor Document Output Management and Project Invoicing and Revenue are used, specify the address for the IDM printer. Invoices are sent to this printer.
    Project Contract Change Approval
    Changes to project contracts and project funding sources can be routed for approval. Select this check box to route them for approval.
    Project Contract Invoice Journalize Approval
    Journalizing invoices can be routed for approval. Select the check box to route them for approval.
    Project Contract Revenue Journalize Approval
    Journalizing revenue recognition can be routed for approval. Select this check box to route them for approval.
    Labor Distribution Approval
    If you are using labor distribution and effort certification, then you can submit labor distributions for approval. Select this check box to route them for approval. If you are you using labor distribution approvals, then you must have a work email address on the employee HR record. When a labor distribution record is rejected, the approver provides a comment about why the record was rejected. An email is sent to the employee with the rejection comment in the body of the email.
    Require Labor Distribution Equal 100%
    If labor distribution is used, select this field so that the actual total for labor distribution equals 100%. If this field is cleared, then actual labor distribution can be less than 100%.
    Labor Distribution Approval Group
    Select the distribution approval group to define the group of employees that require labor distribution approval.
    Default Salary Encumbrance Finance Structure
    If labor distribution encumbrances are used, then specify the finance code block for the salary encumbrance. This value is the default when a project employee is created.
    Default Fringe Encumbrance Finance Structure
    If labor distribution encumbrances are used, then specify the finance code block for the salary fringe encumbrance. This default value is used when a project employee is created.
    Labor Distribution Confirmation
    Provide the text that is displayed when labor distribution or labor redistribution is submitted for approval. The text is used to confirm the action that was taken to distribute or redistribute labor:
    • Approve labor distribution
    • Submit labor distribution for approval on an employee record
    • Submit labor redistribution for approval on an employee record

    If text is not provided, then no confirmation is displayed when distributing or redistributing labor.

    Certify Effort Confirmation
    Specify the text to display when certifying effort. The text is displayed as a message to the user when they run the action on an employee record. If text is not provided, then there is no confirmation action to certify effort.
  6. Click Save.