Create Project Transfer Journal Entries
Use this screen as second in a three-screen process to transfer direct costs associated with a project.
Do not attempt to run this process when other functions such as Post Timesheets, Compute/Print Pool Rates, Compute Burden Costs, Compute Revenue, or Calculate Standard Bills are running in Costpoint.
Use this screen only for the project transfer process. You can use this procedure to transfer any of the following types of projects: B&P (Bid & Proposal), Direct, Indirect, IR&D (Independent Research & Development), or WIP (Work in Process).
Use this screen after you have completed the Manage Project Transfer Information screen. Post all transactions for the current period before running this process. You will use the project transfer process most often to transfer current fiscal year costs from one project to another.
You must complete this screen before you use the Update Project Transfer History Tables screen. After this three-screen process is completed, you must recompute rates, compute burden, load labor rates for billing and revenue, compute revenue, and post revenue.
Related Topics:
Display the Create Project Transfer Journal Entries Screen
You access the Create Project Transfer Journal Entries screen from the Projects domain.
Contents of the Create Project Transfer Journal Entries Screen
Use these fields and options to configure the Create Project Transfer Journal Entries screen.
Table Information for the Create Project Transfer Journal Entries Screen
Changes to the Create Project Transfer Journal Entries screen update several tables.
You need to access other Costpoint screens to complete the project transfer.