Funding from Task Level to project level

Hi,
Can someone let me know how do we change the Task level funding to project level funding for a project in the following scenario:
1. I have a line in Contract Funding already interfaced to projects but not baselined.
is it OK if I update ENABLE_TOP_TASK_CUSTOMER_FLAG in PA_PROJECTS to 'N' and remove the task in PA_PROJECT_FUNDINGS and PA_SUMMARY_PROJECT_FUNDINGS and reverse the Funding and then create a new funding/agreement at the Project level.
Thanks & Regards,
Kiran

Hi Sunny,
Thanks for the reply. Here just sharing my views.
It MUST depends on network speed. We need to consider this.
And the factores u mentioned are comes under how to speed up the process. Any way we can do all, considering all yr system hardware, here ie 4gb only, But my question is very clear.
Based on basic setup like 4gb ram with normal upgrade, if experienced, we can say appromiximate time lines.
<removed_by_moderator>
Read the "Rules of Engagement"
Regards,
Rao.
Edited by: Juan Reyes on Mar 9, 2011 9:53 AM

Similar Messages

Unable to Baseline fund at Task Level

Hi All,
We have a project P1 with two tasks T1 and T2. Funding is done at Task Level so initially T1 is funded for 100 USD.
Set Of Books Currency is INR.
When T1 was funded initially the USD-INR conversion rate was 40 Rs per USD.
So the workings are:
PO: (exchangeRate 40Rs) 100 USD ~ 4000 INR
Revenue1: (exchangeRate 40Rs) 100 USD ~ 4000 INR
Exchange rate changes to 35 INR = 1USD
Now there is a situation where PRC: Revaluate Funding is run, and in the PO, there is a unbaselined amount of -500, because of exchange rate change.
Now it does not allow me to baseline this -500
It shows message: Total amount allocated cannot be less than amount accrued or billed.
Surprise Part:
I wanted to fund the next Task T2 for another 100 USD @ 35 ~ 3500 INR. Now the unbaselined amount becomes 3000 INR and the funding inquiry screen still does not
allow me to fund Task T2. It gives me the same message "Total amount allocated cannot be less than amount accrued or billed"
I have just given an example of one instance, but we have a huge quantum of such projects and the issue is getting added.
Is this a bug?
Regards,
SA

Hi
The basic reasoning for funding revaluation may be described as follows.
Billing is done over time in the funding currency (customer PO currency), however, the billing amounts are converted to functional currency as they are generated. Each invoice may be converted to functional currency by a different exchange rate. The billing amounts should be limited by the total customer PO amount in the funding currency. The amount in functional currency should not be limited, since this is a dependent result.
Revenue is taken over time in the functional currency.
The target is to get at project end the following - the total billing amount in functional currency will equal the total revenue amount if functional currency. That way the UBR and UER will balance to zero. The revenue amounts are generated in functional currency, and those should be limited by the resulting total functional currency amount of the billing.
Each time you revaluate the fund the system calculates the total billed and paid amount in functional currency, add to that the due billed amount (unpaid) revaluated as of the revaluation date, and then add the backlog, which is the remaining unbilled fund revaluated as of the revaluation date. The summary of those three components represents the as of date value of all potential amount to be billed in the functional currency. The process ends up by adding a revaluation fund line that brings the total amount of funding in the functional currency to equal the calculated revaluated total amount.
The above described logic was the reason for Oracle to develop the revaluation process, the way it was built.
I'm not sure what is the reason your company want to revaluate the fund in the other way.
Could you please explain the accounting reason.
Oracle do offer a revaluation factor client extension which you may want to look at. However, this extension is used by the revaluation process to alter the factor for revaluating the remaining backlog (unbilled amount). It is not affecting the entire formula calculated with the billing components. I"ll be able to suggest a workaround using that extension, if I'll understand the business requirement.
Dina

Multiple Revenue Recognition Methods on a Project(Task Level)

We have projects where certain portion of revenue is recognized based on events(ex: equipment shipment) and certain portion is recognized as cost is incurred(Percentage of Completion).
In Oracle Projects we can have only one Distribution rule for Revenue per project and doesn't allow to have different Revenue distribution rule at the task level.
Business case: Project is for Equipment and Additional Service is purchased, separate tasks are created for Equipment(Task#10) and Service(Task#20).
Billing is based on Events.
Equipment(task#10) revenue is recognized based on order line shipment(event created),
revenue for Service(task#20) is recognized as Cost is incurred to perform the Service, based on POC calculation.
Following is what we tried as Proof Of Concept:
Funding is at Task Level (set at Project Type), Baseline Funding without Budget is enabled(i.e Revenue budgets are created when funding is baselined)
Billing extension Cost-to-Cost Revenue is assigned on project type, Forecast Cost Budget is used in calculations
Set the distribution rule on project to COST/EVENT
On tasks for Equipment(Task 10), we entered $0 Forecast cost budget
On tasks for Service(Task 20) we entered a $$ Amount(non zero) for Forecast Cost budgets.
Task 10( Equipment - Event based revenue), $0 Cost budget
Create Costs on task 10, Distribute, Account, run the processes to generate revenue
Create a manual revenue event for equipment shipment
Revenue events from Billing extension are not generated, since there is no cost budget, Revenue is generated only for the manual event we created - This works as expected.
Task 20(Service - POC based revenue), Cost budget is $10000 (for ex:)
Create Costs on task 20, Distribute, Account, run the processes to generate revenue
Automatic Revenue events from Billing extension(Cost-to-Cost Revenue) are generated, since there is cost budget, Revenue is generated based on POC calculation.
Questions:
With the assumption that we will not maintain forecast cost budgets for equipment tasks and use the standard Cost-to-Cost Revenue extension.
We would like to know what is the impact of the above solution option on standard Project Billing functionality and any others.
Any other workarounds to achieve what we are looking for(i.e multiple revenue recognition methods on a project)
How others achieved similar business requirement with Oracle Projects(At present we are creating a 2nd project for Service component) and it has it's cons(consolidated billing etc, since we will be funding 2 projects)
Harish

Dear Harish,
I am not sure i have a perfect solution but you can try this.
Set Billing extension to Cost/Event (Percent complete revenue) this will be used for all the scenarios where revenue should be recognised by the system like Ex: Task20
Use Pre-Approved batches for rest of transactions where the cost directly effects the Project.
Regards
Shaan

Project Server Enterprise Text1-40 task level fields in Database?

Hello,
There are some custom enterprise text fields available for each entity, such as Enterprise Text fields 1-40 for Tasks or Resource etc.
documented here:
http://office.microsoft.com/en-us/project-help/available-fields-reference-HA010370279.aspx#BM2
more:
http://office.microsoft.com/en-us/project-help/enterprise-text1-40-fields-HP001023958.aspx?CTT=5&origin=HA010370279
Now user can easily insert these fields to Project views and insert/modify data of this field. however these fields are not available within reporting databases to be queried for custom reporting.
understanding is that you can only use enterprise custom fields for reporting, but at the same time these fields are also available to be included in views and knows as Enterprise fields and not
local fields. the only additional caption available for these fields is that "Project Professional only".
but its for PP only, then why are they available within views? which means this data is also available somewhere in database.
Now, based on this assumption, does any one knows that how to retrieve this task level Enterprise Text1 field using query?
thanks.
Khurram Jamshed - MBA, PMP, MCTS, MCITP (
Blog, Twitter, Linkedin )
If you found this post helpful, please “Vote as Helpful”. If it answered your question, please “Mark as Answer”.

Hi , thanks James for pointing out to the rite source, i already reached to this table prior to ur reply though :)
i agree that its not supported to read from published database, and i always stick with the recommendation to customers all the time. However you can understand that there are times when envrionmental factors are unavoidable :)
on other note, what i do not really understand is that why these fields are even available to be used in views??
may be someone able to shed light on this, for now i am marking ur reply as an answer closing this thread.
thanks again, cheers mate.
Khurram Jamshed - MBA, PMP, MCTS, MCITP (
Blog, Twitter, Linkedin )
If you found this post helpful, please “Vote as Helpful”. If it answered your question, please “Mark as Answer”.

Oracle Projects 11.5.10.2 : Generate Invoice at the lowest task level...

Oracle Projects: 11.5.10.2.
We are trying to figure out if we can generate an Invoice at the lowest task level. When I looked at the invoice format there was no option to group by at lowest Invoice level However I looked at one of the documents of project partners vendor and created an Invoice format option of lowest task. However I can not fund the project at lowest taks. When I go to the agreement I only see top tasks in the list of values?
Does any one know how to achieve /generate billing at lowest task level?
When I looked at the project type setup there is a billing option called funding level: This only gives two options top task and project level or both but not at lowest task.
any clue/help would be greatly appreciated.
The reason we are trying to do this is we want to pass a tax code at the lowest task level.
--Krishna

Hi
There is no way to fund the lowest tasks.
You cannot generate invoice with invoice lines per lowest level tasks, using standard functionality.
Assuming your billing is based on WORK, you could customize the Invoice Format to summarize RDL's by lowest task level.
However, if you need hard limit control by lowest task level you will need to capture the allocation of fund to tasks. That could be done on a revenue budget you maintain by lowest level tasks. In addition, develop billing extension called during GDI that will perform the fund check for each task.
Dina

Project authorization at task level for a user

Dear friends,
I have created one project called TEST in solution manager. I am have assigned standard ASAP methodology as a road map for that project. I wants to restrict my user to do business blueprinting only for particular business process. I wants to restrict him to access other processes related to the same project.
How to restrict authorization in individual task level (lower level) in solution manager for an user or team member?
How is it possible?
Thanks
Senthil

Hi Arkadiy,
I wants to maintain dependency for my project execution. Let me explain in detail.
My project name is TEST, it follows ASAP methodology, contains five phases namely,
1. Project preparation
2. Business Blueprint
3.Realization
4. Final Preparation
5. Golive & support
In each phase, some specific tasks to be completed.
Let us consider, in Project preparation phase, i am having tasks of following:
A. Define Project scope
B. Define Project Plan
C. Define project team members
D. Project charter sign off
My question is:
without completing( means status should be "Complete") Project scope (Task "A"), the system should NOT allow the team member to jump into next task ( Define Project plan). Like that i wants to maintain dependency for individual each task.
Is it possible?
Your answer will be very much appreciated.
Thanks
Senthil

Create view that shows resource work in hours per month for top level tasks on the project

I'm relatively new to project so hopefully this is easy.
The management for the organization I am working at now wants me to break out every resource on the projects hours by top level tasks per month. Resource usage gets very close but I can't figure out how to make it show only the top level tasks. Does anyone
have any ideas on how to do this?

Hi Nick,
I'd suggest (assuming you're working with Project Standard, not connected to Project Server) to generate a visual Excel report (project tab of the ribbon, then visual report), choosing the Budget work report template. Then in Excel, inserting the resource
and task column, you'll see the work consolidated at any task level by resources.
See reference below:
http://blogs.msdn.com/b/project/archive/2006/05/08/visual-reports.aspx
Hope this helps,
Guillaume Rouyre, MBA, MCP, MCTS |

Update Custom Field in Task Level Project Server using JSOM (PS.js)

Does anyone have javascript
which updates the task level custom field?
I just have the code with C#. I am trying to convert this code to javascript (below). But the javascript code had failed in update process. When I see queue jobs, JobState: Reporting (Project Sync) | JobStatus: Failed But Not Blocking Correlation.
DraftProject projCheckedOut = proj2Edit.CheckOut();
                    projContext.Load(projCheckedOut.Tasks);
                    projContext.ExecuteQuery();
                    DraftTaskCollection tskcoll = projCheckedOut.Tasks;
                    foreach (DraftTask tsk in tskcoll)
                        if ((tsk.Name != null) && (tsk.Name == "Your task name"))
                            projContext.Load(tsk.CustomFields);
                            projContext.ExecuteQuery();
                            foreach (CustomField cus in tsk.CustomFields)
                                if (cus.Name == "Your custom Field")
                                    string intname = cus.InternalName.ToString();
                                    string cusvalue = tsk[intname].ToString();
                                    tsk[intname] = "Your new value";
                                    msg = "customfield - " + "original
" + cusvalue + ": new " + tsk[intname].ToString();
                    projCheckedOut.Publish(true);
                    QueueJob qJob = projContext.Projects.Update();
                    JobState jobState = projContext.WaitForQueue(qJob, 200);
Thanks a lot.

Hi Andre,
I'm afraid there's no way to update the Task Level Custom Fields using JSOM. I had the same requirement in the past, searched for a long time to a solution, without any result. Also other similar posts are not having a valid solution:
https://social.msdn.microsoft.com/Forums/en-US/8cc94344-9462-4cee-8490-6083c35f3de1/user-resource-custom-field-update-using-csom?forum=project2010custprog
https://social.msdn.microsoft.com/Forums/en-US/83f2dedb-6d30-466e-8663-5e450f0e5eb2/how-to-add-custom-field-to-the-task-via-csom?forum=project2010custprog
http://stackoverflow.com/questions/25853398/updating-task-level-custom-fields
Correct me if I'm wrong but as far as I know JSOM has no methods to update task, assignment or resource custom fields.

Task Level Unique ID field.

Hello,
In Project Pro you can add the task level field Inique ID to the view. I need to report this field on a report, and can't seem to find it in any of the Project Server 2010 database fields. Can anyone tell me the table or view and the database that I can
find the task level Unique ID field for reporting? Thanks for your assistance! :)

Have you anyway tried to query the "TaskIndex" from the Reporting DB?
If you confirm that it isn't the task unique ID you're looking for, I'm afraid that the task unique ID is just meant to be seen in Project Pro for scheduling purpose and not reporting purpose. Thus it'll not be in the Reporting DB.
Eventhough it is neither documented nor documented, you might have a look to the draft DB.
Hope this helps.
Guillaume Rouyre - MBA, MCP, MCTS

PWA 2010 - Displaying summary task levels in the Timesheet

LS
We use 2 summary task levels for some projects and I am strugging to get the summary task info displayed in the timesheet (needed for clarity to distinguish between same tasks under different summary tasks).
to display summary level one (of one) I use the task hierarchy field successully (if and only if I so the first project publish from the client - not from the browser).
With 2 summary levels present in the project plan, I can't get the task hierarchy field to display anything - if it did display what should I expect it to show - task summary 1, or 2, or both?
All help appreciated (what if i could just get those pesky PMs so simplify their GANTTS :) - working on that too...)
A reluctant Texas Tonie

My company just upgraded from Project 2003 to Project 2010. In PWA 2003 timesheet view, we were able to see our summary tasks, as well as the Task IDs. I cannot find a way to display either in PWA 2010. I've read the above notes, and I have to believe that
there is some way to create a custom view or change the existing Timesheet View to allow the display of where each task is in the plan. I've tried creating a custom Timesheet View, using the "Timesheet" template, but that doesn't provide an option to select
either field (Summary task or Task ID).
Here's the deal: I have a project plan that has over 1,800 tasks, many of which repeat multiple times within each phase and across phases, and the resources are also repeating the work across the phases. This plan has up to 6 levels of tasks in various places.
So now, my resources see dozens of the same task name in their timesheet views with no context as to where each task falls in the plan. The Task Hierarchy column is NOT a sufficient solution for my needs.
I would appreciate any and all help in figuring out how to display Summary Tasks and Task IDs in the Timesheet View.
Thanks and happy planning!

Task Level – Weightage

Dear All,
Kindly let me know if some one had worked on the below scenarios.
My project is investment scenarios and there is no integration with SD.
1)      Task Level – Weightage - Assign weightage to individual activities.
2)      Task level completion
3)      Activity level weightage & completion
4)      Project Progress in % & Graphical Form
5)      PS Module reports
6)      Earned Value Features- S curve
7)      Project Tracking – Behind / Ahead on Schedule
8)      Copy particular project from Prd to Qty.
Thanks
Yogendra Soni

Hi Yogender,
if your project is investment no issue if that is not integrated with SD.
Create activity in project under network if you network is using in your ps structure by cj20n
confirm activities on daily basis as task is completing on % term in POC box
put scope in activity and confirm regular as well as activity completion
run CNE1 and CNE5 report to check progress in term of % and by planning board you can see graphical
PS module report in progress is CNE1 and CNE5
EVA--> for this you have configure SKF and SKF need to assign value category and value category need to assign to Cost element and Cost element to cost element group.
when we configure progress monitor profile then by above report we can see project progress.
Regards,
sanjeev

How to retrive the Direct purchase entries from table level? S_ALR_87012050

Hi All
In our current project we need to retrieve the direct purchase report from table level. Can you please provide me the direct purchase related table? Normally we are executing the standard report S_ALR_87012050
to extract the direct purchase entries. We need to know which table has the direct purchase entries.
Regards
K.Gunasekar

K,
Your problem description is still insufficiently detailed.
It appears now that you are searching for asset numbers. Please confirm.
Your selection criteria "Inventory Number NE 0" doesn't appear to make much sense. Inventory number is not a quantity, it is the name of an object. I guess it is meaningful you have some inventory numbers named as '0'. I don't think this setting is causing your problem though.....
You didn't mention which table you accessed to discover that you had a perceived discrepancy. Which table did you browse to see the results you mentioned? Please describe the selection parameters for each table you reviewed, and the results for each table that you examined.
It is also the practice of many companies to archive asset data. If this is the case in your company, then the archived data will not reside in the 'A*" tables.
You mentioned that you used the same parameters to select the data. How did you select "Report Date" when you did the table extract? I am not aware of a field that is named "report date' in any of the tables mentioned.
Rather than slog through tables, you might want to try SE16, view "V_ANLAZ". This is a preconstructed linkage of ANLA and ANLZ that is used by S_ALR_87012050 as a starting point.
I really think you should consult with your ABAPers. In two minutes they can give you your answers. It will take me several messages and probably several days to get you the same answers.
Best Regards,
DB49

Is revenue and invoice at sub-task Level possible?

Is there anyway to generate revenue and invoice at sub-task level. Per Oracle standard we can do it project level or top task level but just want to check if there is anyway to do it at sub-task level. Even if through customization please let me know.

Hi
You may consider using billing extensions that will separate the invoices by sub tasks. However, to acheive that you will need to run in a loop the GDI for the same project. After first invoice is generated with only one sub task. you will need to approve and release it, and only than you could go on and run GDI again for the next sub task, and so on.
If the company agree that draft invoices will be automatically approved and released, you might consider using the automatic release client extension, to facilitate the cycles.
In order to get a separate invoice per sub-task you should develop an extension that will be called on PRE-Processing place.
That extension will check the available unbilled expenditures and verify if there are EI's in more than one sub-task. If so, select first sub-task and put one-time hold on all other sub-tasks' expenditures.
The extension for automating approval/release of invoices is called by GDI after the draft invoice is fully prepared. You can
develop your own logic for the conditions where invoice should be approved or released.
Just note, if you leave several invoices as approved, you will need to release them by the order they were created.
In the example of multiple sub-tasks on the project, the pre processing billing extension will leave EI's on sub-task 1, and all other tasks' expenditures will be put on one-time hold. Those the draft invoice will include only the sub-task 1 transactions.
The next GDI in the loop will not find sub-task 1 transactions, so it will pick sub-task 2 and all remaining transactions on other sub-tasks will be put on one-time hold. The second draft will include only sub-task 2 transactions.
The next GDI in the loop will not find sub-task 1 and sub-task 2 transactions. Therefore, next draft invoice will include the next sub-task. When no more sub-tasks'' transactions are available the draft invoice gets empty.
The automation can go further if you have many projects with that same requirement. You may develop a custom program that call the GDI in a loop for a single project, untill there is nothing more to bill there, then go on and call GDI in a loop for the next project, etc.
Dina

Document Attachment at task level

Hi all,
i am trying to attach a document to a task A belongs to some project A. I am able to do it but the document icon is not visible at the task level, it is visible only at the project level. Help me out .
Tahnk you
Soumya T | EPM Consultant

Hi Soumya,
Which Project Server version and SP are you using? How do you proceed step by step to attach the document to the task?
Please give us more information so we can help you.
Cheers.
Guillaume Rouyre - MBA, MCP, MCTS

How to Attach Customer at Top Task Level?

How to Attach Customer at Top Task Level?

Hi
If you are on Projects FP-M, you should see the setup.
Using Forms
Open the form - Projects, Templates and enter the project number.
Go to Options > Billing information > Billing setup.
Look for the left uper section called Revenue and Billing Information.
First lise is Revenue Accrual Method
Second line is Invoice Method
Third line is a check box - Customer at Top Task
Fourth line is a check box - Invoice Method as Top Task
If you don't see those fields, you may be not on the right version of the system.
Dina

Funding from Task Level to project level

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