Use this screen second in a three-screen process to transfer direct costs associated with a project. 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).
To accomplish the project transfer, perform the following steps:
Set up the transfer in the Project Transfer Setup screen (Projects » Cost and Revenue Processing » Project Transfer).
Create a journal entry in the Compute Project Transfer screen (Projects » Cost and Revenue Processing » Project Transfer).
Print the JE Edit Report to review the proposed journal entry.
Post the journal entry to the General Ledger.
Successfully execute the Update Project Transfer History Tables screen (Projects » Cost and Revenue Processing » Project Transfer).
Use this screen after you have completed the Project Transfer Setup 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. Once this three-screen process is completed, you must recompute rates, compute burden, load labor rates for billing and revenue, compute revenue, and post revenue.
Enter, or use 
to select, the project to be transferred.
A project is not available for in this screen unless it
has been set to Active in the
Project Transfer Setup screen (Projects
» Cost and Revenue Processing » Project Transfer) (the Active
check box has been selected). You can transfer this outgoing project from
any level of the project. Because a potentially large volume of data may
be involved, you can compute only one transfer project at a time.
This non-editable field displays the receiving project that was linked to the transfer project in the Project Transfer Setup screen.
Select this check box to include the labor detail history for this project in the transfer. If you would like to see all prior labor transactions on the Receiving Project, select this check box.
Selecting this check box will transfer labor hours and labor costs at the GLC (General Labor Category)/PLC (Project Labor Category/Employee/Vendor) level and will create a journal entry. The journal entry tables, JE_TRN_LAB_EMPL and JE_TRN_LAB_VEND, will be updated.
Select this check box to update open billing detail when the journal entry created during the transfer is posted to the General Ledger. Select this check box if the transactions on the receiving project are billable.
These fields were selected in the Project Transfer Setup screen and cannot be edited in this screen.
This field displays the transfer project's fiscal year.
This field displays the transfer project's fiscal period.
This field displays the transfer project's subperiod. The field to the right of Subperiod displays the ending date of the selected subperiod.
Click the Compute Project Transfer icon on the toolbar to compute the transfer amounts and validate the transactions.
If any errors occur during the computation, the application automatically prints a project transfer error report. You must correct all errors or the process will not continue. If no errors exist, the application inserts all transactions into the journal entry tables (JE_HDR and JE_TRN) with the new journal code of "PJE" (Project Transfer Journal Entry). If the Include Labor Detail History check box is selected, all labor transactions will be inserted into the Journal Entry labor subtask (JE_TRN_LAB_EMPL and JE_TRN_LAB_VEND). You cannot edit the journal entry that is created; it will debit the receiving project and credit the transfer project. If you want to change a journal entry, you must delete the entire JE and recompute the Project Transfer.
After the process is successfully completed, the transfer project in the Project Transfer Setup screen (Projects » Cost and Revenue Processing » Project Transfer) is set to inactive (the Active check box is not selected). The process number and journal entry numbers that were created are stored in the PROJ_XFER_LOG table.
The following tables are used for source data during this screen's processing:
GL_POST_SUM
LAB_HS (if the Include Labor Detail History check box is selected)
Changes to this screen update the following tables:
JE_HDR
JE_TRN
JE_TRN_LAB_EMPL (if the Include Labor Detail History check box is selected)
JE_TRN_LAB_VEND (if the Include Labor Detail History check box is selected)
PROJ_XFER* (transfer project setup will be set to inactive)
PROJ_XFER_LOG* (the journal entry created will be stored here)
* This table is unique to the project transfer process.