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Topic

    Paul Fernandez
    How to override Budgetary Control in Projects/Grants?
    Topic posted May 7, 2019 by Paul FernandezBlue Ribbon: 750+ Points, tagged Grants Management, Project Management, Project Planning, Budgeting, & Forecasting, Public Sector 
    91 Views, 4 Comments
    Title:
    How to override Budgetary Control in Projects/Grants?
    Content:

    Hi all,


    I have a requirement to override Budgetary Control in Projects/Grants for Misc Expenditure Batch created for Payroll Costs. It is created as Misc Expenditure Batch and the client does not want it failed in Funds Checking even if the budget amount does not cover it.

    In the Manage Budgetary Control page, there is a Budgetary Control Exceptions section to add Transaction Sources.This is global. 
    Just wanted to check is this the only way to override Budgetary Control or is there anything we can do to override for specific projects.

    Any feedback would be greatly appreciated. We are in 19B now.

    Thanks and regards

    Paul Fernandez

    Comment

     

    • Aditya Ranjan Dey

      Hi Paul, 

      1) You can try creating two financial plan types - One with Budgetary Control and another without Budgetary Control. Projects which doesn't need control budget to be checked, assign the w/o budgetary control FPT at the budget level. That will never check the Budgetary Control.

      2) Or, create two FPT both with budgetary control - one at Absolute level and another at Advisory/ Track level. You can assign the second FPT for those projects which don't need control budgets to be checked. 

      Thanks & Regards,

      Aditya

      • Paul Fernandez

        Hi Aditya,

        Thanks for your input and appreciate it.

        I already looked at the option you were suggesting and I could do it without creating a separate Financial Plan Type by turning off the Budgetary Control or to Advisory at the time of the budget creation for the project itself. However, that would, in effect, turn off Budgetary Control for all transactions for the specific project. The client only wants this override only for Payroll related expenditures created as a Misc Batch and it would entail many projects.

        So, I am thinking of having a specific external transaction source just for Payroll Expenses and have exception for it at the Budgetary Control set up area (which is global) with a business procedure of using it only for this purpose. But there is one problem, that is external transaction sources are not subject to Separation of Duty (the standard feature) - meaning the creator of the batch can release it as well. The client wants that capability as well.

        Do you know how to overcome that based on the solution I am envisioning.
        Is there a way to remove the Release functionality for a batch created from an external source? 
        Otherwise, I have to use the seeded Misc Expenditure transaction source for this purpose and nothing else.

        Your feedback would be appreciated.

        Thanks and regards

         

        --Paul

    • Aditya Ranjan Dey

      Hi Paul, 

      There are 2 places where you can separate out duties for cost release. 

      #1 - Project Accounting Business Function -Costing Tab 

      #2 - By Security Roles. Privileges for Submitting/entering an expenditure batch is different from releasing it. So you can ask your S&C team to create 2 separate roles - one for entering and another for releasing. So whoever has to submit payroll batches, give the 1st role to them and keep the 2nd role to another group to release it. We did it in one of our projects long back, it works. 

       

      Now coming to the original point of Budgetary control, in your case, I don't believe there's any other option available. There are 3 places in Oracle Cloud where we can setup budgetary control in Oracle Projects -

      1. Manage Budgetary Control

      2. In Project "Enable Budgetary Control" flag

      3. FPT

      Out of these 3, only #1 allows you to exclude a particular txn source. Rest are by project or by budget types. So you are on the right way.

    • Paul Fernandez

      Hi Aditya,

       

      Thank you very much.