Creating project structure validations

  1. Select Project Finance Structure Validation.
  2. Click Create.
  3. Specify this information:
    Project
    Select the project to which the validation rule is applied. You can select a summary project or a posting project. If a summary project is selected, then the rule is applied to all child posting projects for which a rule is not created.
    Project Structure Validation <Dimension>
    Select the dimension to which the validation rule is applied. If this field is blank, then the rule is applied to all of the levels of the dimension.
  4. Click Save.
  5. In the Project Finance Structure Validation Rules section, click Create.
  6. Specify this information:
    Code Block Dimension
    Select the code block dimension for which to define the range. The options that are available are the dimensions that are defined on the finance enterprise group. If all values for a dimension are valid, then the dimension is not required.
    Rule Option
    Select whether the values defined in the range are included or excluded from the rule.

    Select Include to indicate an OR statement. Select Exclude to indicate an AND statement.

    Rules with the same dimension value can be added in the same rule group. For example, you set up a rule that includes accounts 50000 - 60000, and excludes account 50100. Both rules are included in the same rule group.

    From Value
    Specify the value at which the included or excluded range begins.
    To Value
    Specify the value at which the included or excluded range ends.
    Rule Group
    Specify the rule group to create multiple sets of rules. Assign the same rule group to all of the code block dimensions that are included in the group. Dimensions that are in the same rule group are applied by the rule as AND conditions. Dimensions that are in different rule groups are applied by the rule as OR conditions.
  7. Click Save.
  8. To add another row to the rule, click Create to add a new row or select an existing row and click Copy Row.
  9. To view the validation rule setup, select the Validation Condition tab.