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 | Tasks to Perform |
|---|---|
| Enable/Disable Features (CS100000) form | Make sure that the Project Accounting feature is enabled. |
| Projects Preferences (PM101000) form | Make sure that 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 | Make sure that needed projects have been created, as described in Project Creation and Processing: General Information. |
| Cost Projection Classes (PM203500) form | Make sure that 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 | Tasks to Perform |
|---|---|
| Enable/Disable Features (CS100000) form | Make sure that the Approval Workflow feature is enabled. |
| Assignment and Approval Maps (EP205500) form | Make sure that an approval map for cost projections has been created. |
| Email Templates (SM204003) form | If an employee needs to receive notifications about a pending approval when cost projections require approval from that employee, make sure that the notification template is configured. |
| The Approval tab of the Projects Preferences (PM101000) form | Make sure that the approval map for cost projections is specified
in the Cost Projection Approval Map box. If an employee needs to receive notifications about cost projections pending approval, make sure that the needed notification email is specified in the Cost Projection Approval Notification box. |
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: Process Activity.