Configure Projects

Select basic information about how the Projects application works, including:

  • Which projects allow time entry, what tasks are assigned to users, and whether billable entries need notes
  • Which transactions can be marked as billable: credit card transactions AP supplier invoices, purchasing transactions, employee expenses, timesheet entries, and General Ledger transactions
  • Automatic numbering for new projects, tasks, estimates, and change management
  • Which account groups are used to capture the financial summary information for each project
  • Track grant information
  • View budget information for a project
Permissions and other requirements
Subscription

Projects

Regional availability

All regions

User type

Business user with admin privileges
Permissions

Administration

  • Application subscriptions: List, View, Configure
    1. Go to one of the following:
      • Projects > Setup > Configuration.
      • Company > Admin > Subscriptions.
    2. Select Projects and then select Configure to select project options.

    3. To associate budget information with the project, go to the Project Summary, Financial summary budget and comparison section, select the Show budget column and Show budget difference column so those columns appear on the Project summary tab.
      Set a default Budget ID and account group for the budget and accounts

    4. Enable the project dimension.
      1. Go to General Ledger > Setup > Configuration.
      2. In the Dimension settings section, enable the Project dimension.