Project Accounting

Setup

Prepared By

Y.Ranganath
SetupResource & OrganizationHR FoundationWork
StructureDefine Location
SetupResource & OrganizationHR FoundationWork
StructureOrganizationDescription
Select Project Task Owning Organization and Click on Others
Select Status as Yes for All types of Projects.
Select Project Exp Event and Click on Others Select Operating Unit and
save and Close.
SetupResource & OrganizationHR FoundationWork
StructureOrganizationGlobal Hierarchy

Query Name as Global and Query the Organization as Vision Services

(Operating Unit) and Attach the Project Organization in Subordinates.
SetupResource & OrganizationHR FoundationWork
StructureOrganizationHierarchy

Query Name as Burden Schedule Hierarchy and Query the Organization as

Vision Services (Operating Unit) and Attach the Project Organization in
Subordinates.
SetupResource & OrganizationHR FoundationWork
StructureOrganizationDescription

Select Business Group and Click on Others

Select Project Burdening Hierarchy
Select the Burden Schedule Hierarchy and save it.
SetupSystemImplementation Options

Select Start Organization as Vision Services (Operating Unit)

Select Start Organization as Vision Services (Operating Unit)
Select Start Organization as Vision Services (Operating Unit)
Submit New Request PRC: Add New Organization Compiled Burden
Multipliers
Select Parameter As Project Oranization
ViewRequestFind
SetupAuto AccountingAssign Rules
Select Labor Cost Account
Select Department and Click on Rule and
Copy the Lookup Set
SetupAuto AccountingLookup sets
Copy the Project Organization and give the segment value
SetupSystemPA Periods
Open periods
SetupSystemGL Periods
Switch ResponsibilityGLSetupOpen and Close
Open Periods
SetupProjectsRoles
Enable the Option(Enforce Role based Security)
And then Save it.
After Saving the following Available controls will appear
Move the Available Controls to Assigned Controls
SetupProjectsRole Lists
Give the Name and save it
After saving Unassigned Roles will appear.
Move the required Unassigned Roles to Assigned Roles
SetupProjectsClassifications

Give Class category and Name

SetupProjectsService Types
Give Service type in code column
SetupProjectsProbability Lists
Give name and Probability values
SetupUtilizationWork type
SetupUtilizationWork type
Select Utilization Tab
SetupExpenditureExpenditure Categories
SetupExpenditureRevenue Categories
SetupExpenditureExpenditure Types
SetupAuto AccountingLookup Sets
Copy the Expenditure Type and give the Segment Value
SetupAuto AccountingLookup Sets

Select Name as Exp cat/Indirect cost account

And attach labor and non labor categories
SetupAuto AccountingLookup Sets

Select Name as Exp cat/Indirect Burdened account

And attach labor and non labor categories
SetupCostingBurdenStructure
Attach the Exp type by selecting cost base as labor
SetupBudgetsResource Lists
Give the Resource list name and Attach Exp types and Employees
SetupCostingLaborLabor Costing Overrides

Select the Employee name and Change the Costing Rule as hourly
SetupCostingLaborLabor Costing Overrides

Select the Employee name and Change the Costing Rule as hourly
SetupSystemStatuses
SetupSystemStatuses
Fill up the required fields and save it.
SetupProjectsProject Types
SetupProjectsProject Templates
Give the Number, Name, Type and Organization and save it