Open Forum

Project Controller

  • 1.  Project Controller

    Posted 10-24-2018 03:39 PM
    We are using Project Controller to track expenses related to various grants that we receive and each grant is using a unique project code.

    When we're in the process of reviewing expenses for grant billing we've noticed that the some expenses are being coded with the incorrect project code.

    Is a way to re-class these expenses via project controller or should we be creating journal entries to re-class these expenses?

    Some of these expenses are labor hours booked through time and expenses that used the incorrect project code also. What would be the best way to fix this? Should the employee's time card be rejected and have them fix it or is there a way to re-class this in project controller also? In some cases it's a small amounts of time that are booked incorrectly.

    Thanks!

    -Shawn

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    Shawn Brelsford
    United Way of Rhode Island
    Providence RI
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  • 2.  RE: Project Controller

    SILVER CONTRIBUTOR
    Posted 10-24-2018 04:22 PM
    Hi Shawn,

    Ideally, you would want to reject the time card and fix prior to posting to a project, especially if there are allocations involved....

    However, you can use the Project Transaction Transfer (PA.PTT.00) to move costs from 1 project to another if costs were coded incorrectly and need moved.  You can also split a transaction for transferring between projects in the screen.

    If you have any issues or other questions.

    Thanks,
    Michael

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    Michael O'Neill
    Controller
    Eastex Telephone Cooperative
    Henderson TX
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  • 3.  RE: Project Controller

    Posted 10-25-2018 11:05 AM
    Thanks for the suggestions Michael!

    I'm able to view the Project Transaction Transfer screen but it doesn't look like I have access rights to it since all the fields are grayed out.

    I'm going to let my Controller know about this and see if we'll be able to use this!


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    Shawn Brelsford
    UWRI
    Providence RI
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