Project Cost Projections: Implementation Checklist
The following sections provide details that you can use to ensure that the system is configured properly for creating cost projections, and to understand (and change, if needed) the settings that affect the processing workflow.
Implementation Checklist
We recommend that before you initially create cost projection revisions, you make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.
| Form | Criteria to Check |
|---|---|
| Enable/Disable Features (CS100000) form | The Project Accounting feature is enabled. |
| Projects Preferences (PM101000) form | All necessary settings related to project accounting have been specified. For more information about the configuration steps that you have to perform before you can start accounting for projects, see Basic Project Configuration: General Information. |
| Projects (PM301000) form | The needed projects have been created, as described in Project Creation and Processing: General Information. |
| Cost Projection Classes (PM203500) form | All needed cost projection classes have been configured, as
described in Project Cost Projections: To Create a Cost Projection Class. Note: The structure of the cost projection class must
correspond to the structure of the project cost budget for which
you are preparing a cost projection revision. |
Approval Workflow Configuration
To make sure that an approval workflow is configured correctly for cost projections, make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.
| Form | Criteria to Check |
|---|---|
| Enable/Disable Features (CS100000) form | The Approval Workflow feature is enabled. |
| Approval Maps (EP205015) form | An approval map for cost projections has been created. |
| Email Templates (SM204003) form | The notification template is configured (if you need employees to receive notifications about pending approvals when cost projections require their approval). |
| The Approval tab of the Projects Preferences (PM101000) form | The approval map for cost projections is specified in the
Cost Projection Approval Map box. The notification template is specified in the Cost Projection Approval Notification box (if an employee needs to receive notifications about cost projections pending approval). |
Validation of Configuration
To make sure that all configuration has been performed correctly, we recommend that in your system, you create a cost projection for a project by performing instructions similar to those described in Project Cost Projections: To Prepare a Cost Projection Revision.