Updating posting projects

Project structure includes summary and posting level projects with parent-child relationships. The lowest level of each branch is a posting level.

  1. Select Project Setup.
  2. On the Structure tab, open a project structure.
  3. On the Hierarchy tab, select a summary project.
  4. Select Actions > Update.

    This table shows how to use each tab for the posting project:

    Tab Description
    Main Update general information about the posting project.
    Billing Overrides Change the billing method, tax information, and where revenue is posted.

    If the fields are blank, then the information from the contract is used for invoicing and recognizing revenue.
    Labor Distribution Update fields that are related to labor distribution, fringe burdens, and salary caps.
    Assignments Assign employees to projects.

    Select the role that the employee performs. Select the date range that the employee works on the project. The employee must be a project employee to create a project assignment record. Employees on the assignment list are used only for Grant Accounting salary encumbrance, labor distribution, and effort certification functionality.
    Personnel Add employees for specified roles.

    The employee is not required to be a project employee. Employees and roles are used for project management and reporting. Only a single active project personnel record can exist for each posting project for the XM Approver role type.
    Period of Performance Set up date tolerance.
    Indirect Burdens Add indirect burden codes.

    See Assigning indirect burden codes at a summary level.
    Burden Transactions View burden transactions after the Generate Indirect Burden Transactions action is run.
    Accounting Entity List View the valid accounting entities. Accounting entities are only available if records for finance structure relations are created for accounting entity-to-project or project-to-accounting entity. Finance structure relations are created on the finance enterprise group.
    Accounting Unit List View the valid accounting units. Accounting units are only available if records for finance structure relations are created for accounting entity-to-project or project-to-accounting unit. Finance structure relations are created on the finance enterprise group.
    Account List View the valid accounts. Accounts are only available if records for finance structure relations are created for account-to-project or project-to-account. Finance structure relations are created on the finance enterprise group.
    Finance Dimensions List Additional tabs for finance dimensions 1, 3, or 4 are available if records for finance structure relations are created between the project and finance dimension.

    For example, you can assign Account Category to the finance dimension 3 and create finance structure rules between the Project and the Account Category.
    Project Asset Interface Control View or create valid records for asset interface control.
    Comments Add user comments and attachments.
    User Fields View fields that are used to personalize the project.

    User fields are added in configuration console personalization.
  5. Click Save.