By the end of this lesson, you will be able to set up and maintain the administrative options available for Project Managers.
Upon successful completion of this chapter, you will be able to:
Add Additional Project Budget Approvers
Specify Valid WBS IDs
These settings determine how the application's project budget tools function and who can access that functionality. They also allow fine tuning of the basic security settings for user access to project budgeting and reporting functions. Additionally, accounting system specified alternative project structures can be referenced, so that they can be reflected in B&P's project navigation structure.
Users with a focus on the Project Management context are linked to the project manager authority structure established in your accounting system. However, this authority structure does not reflect a work flow process for originating and approving project budgets and estimates-to-complete. These settings can be established with the Add Additional Project Budget Approvers. In addition, Project Manager Matrix Rights allows project managers to access staff resources for budgeting purposes that are not included in their security organization.
If you have an alternative project structure established in your accounting system, the application allows this structure to be mapped into its project navigation structure. You may have multiple alternate project structures established for reporting purposes. If more than one structure includes the same lowest level project task ID, then only one structure should be selected for mapping into B&P. The Specify Valid WBS IDs is used for this purpose.
These settings determine both how project budgeting tools work and who can access these tools. Establishing and managing project budgets are a critical part of establishing a cooperative, collaborative process of project financial accountability. This ultimately can impact your company's ability to ensure that projects are executed within available funds in a method that preserves profitability.
Adding Additional Project Budget Approvers