Configure Project Settings

You can turn on the automatic tracking of project owning organization changes by selecting the Track Owning Organization History check box on the Projects tab of the Configure Project Settings screen.

When this feature is turned off (the check box is cleared), you can change the owning organization on the Manage Project User Flow. Clearing the check box also disables the Org History subtask of the Manage Project User Flow, and you can save the screen without any further configuration. This decision assumes that balances will be transferred in the G/L and that the organization for any unpaid invoices in A/R history will be changed manually.

If you select the Track Owning Organization History check box, the Org History subtask is enabled on the Manage Project User Flow. When you change the owning organization and certain criteria exist (as described in the following section), the Org History subtask must be completed before you can save the screen. The configuration on the Org History subtask helps determine how the journal entries that transfer the balances from the old organization to the new organization are developed.