Project hierarchies

Project

A project represents a temporary endeavor to create a unique product or service. Use Project Ledger to track and manage capital, customer billable, grant funded, or internal projects. Projects are defined in a parent-child hierarchy within a project structure.

Project structure

You can create multiple project structures, for example, hierarchies or roll-ups. One of the structures must be designated as the enterprise structure. The enterprise structure represents the operational view or work breakdown structure for the project. For example, a structure can be created for the project, phase, sub phase, and task. The enterprise structure must include all of the posting projects.

Enterprise structure

The enterprise structure is the default structure for the reporting basis. Subsequent or alternate structures can be created for reporting. For example, you can create an alternate structure by manager or by responsible person, by region or location, by capitalization type, or by project type. Alternate structures are not required for all projects.

Alternate structures

The enterprise structure may contain posting projects with the Include in Budget Edit field selected. When posting projects are added to an alternate structure, this field is disabled. If budgeting is set up for an alternate structure, then you must select the Include in Budget Edit field.

The Include in Budget Edit value is not stored on the Project business class. It is stored on the Project hierarchy, specifically, because the value can be different in each structure.

Only one Project record exists for the posting project. All other fields are stored once and can only be maintained on forms that are in the enterprise structure. Changes in the enterprise structure project fields are also displayed in the alternate structure.