Project Management

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    Kim Puls
    PFM new project type/template for internal funding from...
    Topic posted February 14, 2019 by Kim PulsSilver Medal: 2,000+ Points, tagged Project Costing, Project Planning, Budgeting, & Forecasting, Project Resource Management 
    77 Views, 2 Comments
    PFM new project type/template for internal funding from Unrestricted Operating Funds

    I need to create a new template/type for tracking of GL funds in PFM. I can pull up my new template but when I get to Manage Project Budget, the Financial Plan Type doesn't have any options to select from the drop-down.



    • Alexandru Eremia - Oracle

      Hi Kim

      Please check if you have enabled budgetary control for the Business Unit.
      Under the Business Unit, please check the "Budgetary Control" checkbox.  On doing this business functions for the Business Unit are shown below.
      You have to ensure that for "Project Accounting" Business Function budgetary  control is checked.
      Click Save and close.
      Now try to create the budget version.


      • Kim Puls

        Thanks Alex, we spent most of the day and chatted with Prithi...figured out we needed to set our template as non-sponsored projects.