Project Management

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    Sachin Mistry
    Enable Project Created in Project Execution for Financial...
    Topic posted April 5, 2017 by Sachin MistryGold Medal: 3,500+ Points, tagged Project Management 
    199 Views, 6 Comments
    Enable Project Created in Project Execution for Financial Management
    Not seeing options to enable a project for financial management

    Created a project in project execution management. Added tasks. When I go to project financial management, I see no options under task to enable this project for financial management.

    What needs to be done to enable this? The procedure below does not seem to work. I have all the roles related to projects.

    Enabling a Project for Financial Management: Procedure

    Enable financial management for your project to perform financial activities, such as collecting costs, budgeting, forecasting, generating revenue, and billing.

    Complete the following steps to enable your project for financial management:

    1. Navigate to the Project Financial Management work area.

    2. On the My Projects page, click the Enable Project for Financial Management link in the Tasks panel tab.

    3. In the Enable Project for Financial Management window, complete the following steps:

      1. Select the project name from the Project Name list. The application automatically populates the Project Number field based on the project you select.

      2. Select the project template from the Project Template list.

      3. Select the project organization from the Organization list.

    4. Click OK.