Project Accounting (Foundation) Express Setup Steps

Follow the following steps to put in
place a foundation/base for Projects

1. Define Responsibilities with profiles set for the following:
• HR
• MO
• GL
2. Set profiles for both the Calendar and Budget items
3. Update/Add to Org the PA Org types:
• Expenditure/Event
• Task Owning
4. Create Org Hierarchy
5. Do Implementation Options
6. Service Type(s)
7. Expenditure Categories
8. Revenue Categories>
9. Expenditure Types
10. Resource List(s)
11. Classification Categories if used-Not Required - (Can be used for AA if set)
12. Project Types:
• Indirect
• Capital
• Contract

Notes at this juncture:
Budgets-Key Configs (Budget Types, Entry Methods, Resource Lists)
Expenditures (Exp Categories, Rev Categories, Exp Types, Rate Schedules-Empl-Jobs-etc)
Projects (Roles, Classifications, Service Types, Project Types, Project Templates)
Auto Accounting Configuration

1. Lookup Sets
2. Rules
3. Assign Rules