MANAGE PROJECT ORGANIZATION MAPPINGS

Use this screen to associate an owning organization with a project manager if you selected the Use Quick Project Templates check box on the Configure Project Settings screen.

This mapping allows an owning organization to default on the Manage Project Master Data screen when you use quick project templates and you enter a project manager in this screen. Users need not know the owning organization when they enter a new project. You can change the default owning organization on the Manage Project Master Data screen as needed.

In the Manage Project Organization Mappings screen, you can map the same owning organization to different project managers.

If you use quick project templates, the Manage Project Organization Mappings screen is just one of several places from which the owning organization can default for a quick project.

For each quick project template you create on the Manage Project Templates screen, you choose whether the owning organization default is retrieved from the Manage Project Templates screen, this screen, or the Configure Project Settings screen. You can also choose to have no default owning organization.

Use this screen only if you selected the Use Quick Project Templates check box on the Configure Project Settings screen.

This is an optional configuration screen.

If you want to use the owning organization mapping, complete the mapping in this screen before you create quick project templates on the Manage Project Templates screen.

After you complete project organization mapping, to use this mapping for a quick project template, select Organization Mapping in the Owning Organization Default Source field on the Basic Info tab of the Manage Project Templates screen.

Location

Project Manager

Enter, or click to select, an employee that corresponds with the project manager to whom you are mapping an owning organization.

Project Manager Name

After you enter a project manager in this screen, the project manager's name displays in this field.

Owning Organization

Enter, or click to select, an owning organization to map to the project manager.

Organization Name

After you enter an owning organization in this screen, its descriptive name displays in this field.

• Table Information

  Changes to this screen update the QPROJ_ORG_MAP (Quick Project Organization Mapping) table.

• FAQs

  What if a project manager is responsible for many organizations?

  If a project manager is responsible for many organizations, you can enter only one owning organization as the default.

  You may want to enter one of the first few levels of an organization as the mapped default owning organization. When you enter a new quick project, you can modify the first level organization default before you approve the project. For example, if the default owning organization is 1.2, you can change it to 1.2.210.

  What is an owning organization?

  The owning organization is the "home" organization for the project.
  
  This organization receives all revenue and profit, as well as billed and unbilled receivables if one of the following selections applies:

  • Owning Organization was selected in the Default Revenue Posting By group box on the Configure Project Settings screen.

  • Owning Organization was selected in the Post Revenue to the group box on the Manage Revenue Information screen