Use this screen to associate a project account group with a project type if you selected the Use Quick Project Templates checkbox in the Project Settings screen (Administration\Configure\Projects).
This mapping allows a project account group to default in the Quick Project Setup screen (Projects\ Maintain\Project) when you use quick project templates and you enter a project type in this screen. Users need not know the project account group when they enter a new quick project. You can change the default project account group in the Quick Project Setup screen as needed.
In the Quick Project Account Group Mapping screen, you can map the same project account group to different project types.
|
|
Note: If you use quick project templates, the Quick Project Account Group Mapping screen is just one of several places from which the account group can default for a quick project. For each quick project template you create in the Quick Project Setup Template screen (Projects\Configure\Project), you choose whether the account group default is retrieved from the Quick Project Setup Template screen, the Quick Project Account Group Mapping screen, or the Project Settings screen (Administration\Configure\Projects). You can also choose to have no default account group. |
Use the Quick Project Account Mapping screen only if you selected the Use Quick Project Templates checkbox in the Project Settings screen (Administration\Configure\Projects).
The Quick Project Account Mapping screen is an optional configuration screen.
If you want to use account group mapping, complete the mapping in this screen before you create quick project setup templates in the Quick Project Setup Template screen (Projects\Configure\Project).
After you complete project account group mapping, to use this mapping for a quick project template, select “Account Group Mapping” in the Account Group Default Source field in the Basic Info tab of the Quick Project Setup Template screen.
You set up project types in the Project Types (Projects\Configure\Project).
Project types are a means to classify your projects. They are user-defined and generally include: Cost Reimbursable, Fixed Price, Time & Materials, and so on, but could be any "type" that you desire to track.
No special processing will be generated based on this type. Some reports (for example, the Revenue Summary report and the Revenue Worksheet) can be sorted by project type.
You can set up Account groups in the Project Account Groups screen (Projects\Configure\Project). The account group determines the "set" of accounts that can be attached to the project. You can create different sets of accounts that can be assigned to different types of projects. Only accounts belonging to the account group selected can be charged to a project.
Because the account group controls how many of the functions will work in the revenue and billing computations, you should view the account groups as permanent once charging has started. Make changes only when absolutely necessary.
Enter, or use Lookup to select, the project type for mapping.
Enter, or use Lookup to select, an account group to map to the project type you entered.
After you enter a project account group, its description defaults in this field.
* A red asterisk denotes a required field.
Changes to this screen update the QPROJ_ACCT_GRP_MAP (Quick Project Account Group Mapping) table.
