Project Management

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Topic

    Nadine Stephens
    PPM - Restrict transactions from bypassing PPM.
    Topic posted June 18, 2019 by Nadine Stephens, tagged Capital Projects, Project Costing, Project Management, Project Performance Reporting, Public Sector 
    37 Views
    Title:
    PPM - Restrict transactions from bypassing PPM.
    Summary:
    How to prevent bypassing PPM to avoid variances with General Ledger amounts?
    Content:

    We would like to:

    1. Restrict end users from entering requisitions without populating project number, task number and contract number in requisition preferences. Currently users are able to apply a favorite charge account which bypasses PPM while updating the general ledger.
    2. Restrict end users from creating an AP invoice (non-purchase order) without populating project number, task number and contract number, expenditure type and organization.