MANAGE PROJECT ACCOUNT GROUP MAPPINGS

Use this screen to associate a project account group with a project type if you selected the Use Quick Project Templates check box on the Configure Project Settings screen.

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

On the Manage Project Account Group Mappings screen, you can map the same project account group to different project types.

If you use quick project templates, the Manage Project Account Group Mappings screen is just one of several places from which the account group can default for a quick project.

For each quick project template you create on the Manage Project Templates screen, you choose whether the account group 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 account group.

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

This screen is an optional configuration screen.

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

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

Location

Project Type

Enter, or click to select, the project type for mapping.

Project Account Group

Enter, or click to select, an account group to map to the project type you entered.

Description

After you enter a project account group, its description defaults in this field.

• Table Information

  Changes to this screen update the QPROJ_ACCT_GRP_MAP (Quick Project Account Group Mapping) table.

• FAQs

  What is a project type?

  You set up project types on the Manage Project Types screen.

  Project types are a means to classify your projects. They are user-defined and generally include: Cost Reimbursable, Fixed Price, Time & Materials, and so on, but could be any "type" that you desire to track.

  No special processing will be generated based on this type. Some reports (for example, the Revenue Summary report and the Revenue Worksheet) can be sorted by project type.

  What is an account group?

  You can set up Account groups on the Manage Project Account Groups screen. The account group determines the "set" of accounts that can be attached to the project. You can create different sets of accounts that can be assigned to different types of projects. Only accounts belonging to the account group selected can be charged to a project.

  Because the account group controls how many of the functions will work in the revenue and billing computations, you should view the account groups as permanent once charging has started. Make changes only when absolutely necessary.