Project Ledger

This section contains enhancements in Financials and Supply Management.

Add default finance structure dimensions to posting project for transaction default

The default dimensions are the defaults for transactions and subsystem distribution entries if the project is specified and other dimensions are blank.

  1. Add default finance structure dimensions to the posting project.
  2. Add GL journal and only specify the project dimension. Save the record.
  3. Verify that the dimension from project setup are the default.

JR-3421214

Enhance project structure validation dimension to include account

Project Structure Validations on the Financial Enterprise Groups now contain an Account option instead of a dimension.

  1. Sign in as Project Administrator and select Setup > Finance Enterprise Group.
  2. Open a Finance Enterprise Group.
  3. On the Options tab, select Account on the Project Structure Validation Dimension field.
  4. Select the Project Finance Structure Validation tab.
  5. Click Create and select a Project and Account.
  6. Return to the FEG and select Actions > Turn on Project Structure Validation.

JR-3421212

Remove project description from Project and Project Contract form title

Remove the Project and Project Contract descriptions from the header and context form.

Navigate to the form and verify that the descriptions are removed.

JR-3433777

JR-3449534

Remove My from the Project Certifier menus, lists, and form titles

The role is designed to only view items that are assigned to the user, so the word My is removed.

  1. Sign in as Project Certifier.
  2. Verify that menu items do not contain the word My in any of the options.
  3. Select the menu options and verify that the word My is not on the list or form titles.

JR-3439095

Enhance the Update Project Status to change active/inactive status

Updated the label on Update Project Status action to Update Summary Project And Descendants Status. Added additional description: Change Project Status and Active Status for all descendants of <Name of Summary Project>. The action updates the summary projects for active.

  1. Sign in as Project Administrator.
  2. Open the Project List and select a summary project.
  3. Select the Update Project Status action
  4. The status of the posting project for the summary project changes when you select a project status.
  5. If the project status is blank, then the status for all posting projects is unchanged.
  6. To change the active status of the summary projects and the related posting projects to inactive, clear the Active check box.
  7. Select Submit.
  8. Open the summary project and the related posting projects and verify that the changes were made.

JR-3421198

Front End Split Contracts added

A new project funding source report specifically designed for Front End Splits has been added.

  1. Sign in as Project Administrator and select Project Contract.
  2. Select the Front End Split Contract tab.
  3. Verify that all Front End Split tabs are displayed.

JR-3465585

Dash Board changed to Dashboard

Dash Board now displays on the Project Manager and Project Accountant tabs as Dashboard.

  1. Sign in as Project Manager > Contracts. Verify that the tab label is Dashboard.
  2. Sign in as Project Accountant > Management > Contracts. Verify that the second tab label is Dashboard.

JR-3433643

Tabs added to Create Project form

Separate data into tabs to make it easier to bypass fields that do not apply on the Create Project page.

  1. Main tab shows fields used for both Summary and Posting projects.
  2. If Summary is selected, then additional fields are displayed on the Main tab for the Summary project.
  3. If the Contract check box is checked, then the Contract tab is displayed so that the fields can be completed.
  4. If Posting is selected, then additional fields are displayed for the posting project and additional tabs are displayed.
  5. The Billing Overrides tab is available to override the contract billing information.
  6. The Labor Distribution tab is available to add the labor and salary cap information for the posting project.

JR-3449539

Inconsistency in Employee missing image

These business classes are updated with random backgrounds when the image is missing:

  • ProjectAssignment
  • ProjectEffortPeriod
  • ProjectEmployeeEffortPeriod
  • ProjectSchedulePeriod

Verify that when an employee image is missing that a random background is displayed instead.

JR-3300514