Project Ledger

This section contains enhancements in Financials and Supply Management.

Add closed labor distributions periods list to Project Accountant role

Add a new labor distribution list and a new effort certification list to the Project Accountant role. On labor distribution, add a tab for closed periods.

On effort certification, add a tab for closed periods.

Added a Labor Distribution tab for closed periods.

The list includes Project Assignment Labor records that are in a processed or certified status and the labor schedule period is closed. Only email and add comments actions are available.

Added a Certified Effort tab for closed periods.

The list includes Project Assignment Labor records that are in a certified status and the effort schedule period is closed.

  1. Sign in as Project Accountant and select Project Management > Labor Distribution.
  2. Verify that the By Closed Period tab exists.
  3. Sign in as Project Accountant and select Project Management > Effort Certification.
  4. Verify that the Certification By Closed Period tab exists.

JR-3531898

Call out Labor Distribution and Certification email actions

Call out the the email actions for Labor Distribution and Certification.

Call out the actions for sending Labor Distribution emails and Certification emails for the period so they are more visible as options to the users.

  1. Sign in as Project Accountant and select Labor Distribution.
  2. Select the By Period tab. Verify that you see the Labor Distribution Email action.
  3. Select Effort Certification and select the Certification By Period tab. Verify that you see the Certification Email action.
  4. Sign in as Project Certifier and select Employees Effort Certification.
  5. Select the Certification By Period tab. Verify that you see the Certification Email action.

JR-3487939

Add tabs to the Create Project page

Update the Create Project page so that it is similar to the Request New Posting Project page. Separate data into tabs to make it easier for the user to skip fields that do not apply.

  1. Create a new project.
  2. Verify that the Main tab shows fields that are used for both summary and posting projects.
  3. If Summary is selected, then additional fields are displayed on the Main tab for the summary project.
  4. If the Contract check box is selected, then the Contract tab is displayed to complete the fields.
  5. If Posting is selected, then additional fields are displayed for the posting project and additional tabs are displayed.
  6. The Billing Overrides tab is displayed so that the user can override the contract billing information.
  7. The Labor Distribution tab is displayed to specify the labor and salary cap information for the posting project.

JR-3449539

Project Resource Posting Project list remove and add actions

Allow a project to be opened from the list. Remove additional actions from the project totals chart.

An action is available to open a project from the project list. All actions were removed, except Open, from the project totals chart.

  1. Sign in as Project Resource and select Project > Posting Projects.
  2. Right-click a project in the left column and select Open.
  3. Right-click the Project Totals chart and verify that no actions exist.

JR-3523514

Add ability to create project contract balance adjustments and LTD balances without requiring finance code block

A finance code block is not required to create balance adjustments and to update the LTD balance for legacy invoiced and revenue amounts.

LTD Balances tab list has been changed to: LTD Invoiced and Revenue Expense Balances.

When historical milestones are created, update Project Contract and Project Funding Source totals invoice and recognized balances.

Update the Rebuild Contract LTD Balances action to rebuild balances. Only expense transactions are included.

The Rebuild LTD Balances action is on the Project Contract and can be run for a single contract.

  1. Sign in as Project Accountant.
  2. Open a project contract and select the LTD Balances tab. Verify the list name is LTD Invoiced and Revenue Expense Balances.
  3. Select the Balance adjustments tab and Create and adjustment. Verify the finance code block fields are not required. If any part of the code block is entered then the finance code block is required.
  4. Select the Update Contract LTD Balances tab to create the LTD balance. Verify the Adjustment is removed and the LTD.
  5. Balance tab reflects the adjustment created.
  6. Select contract actions and verify the Rebuild LTD Balances action is displayed.

JR-3505675