Configuring a capital projects structure
In
TSIs , complete the steps below to configure capital projects. For more information on customizing the user interface, see
TSIs.
In Budgets :
• Add the Projects step to the Properties level
• Add the Funds step to the Components level
• Add the Budget categories - project layout to the Budget categories step on the Budget categories level
• Add the Fund history step to the Budget categories level
• Add the Fund modification step to the Budget categories level
• Add the Fund step to the Budget categories level
• Add the Fund history step to the Budget categories level
• Add the Communication logs - Funds step to the Budget categories level
• Add the CapEx budgets layout to the Budgets step
• Add the Fund modification history step to the Budgets level
• Add the Budget modifications step to the Budget details level
• Add the Forecast step to the Budget details level
In Projects :
• Add the Capital project layout to the Projects step
In Contracts :
• Add the Capital project and Cost group fields to the Contract lines layout
In Work Orders :
• Add the WBS item and Cost group fields to the Contract lines layout
In Web Configuration :
• Add the Capital Project Manager step to the PSS Manager
• Configure the Project list
• Configure the Financial Console