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New Project
User guide
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Welcome
Getting Started
Integrator Privileges
Enabling BI Report Downloads
Restriction of Integrators (Optional)
Logging In
Generating a New Sheet
Populating the Sheet
Data Entry Forms
Downloading
Manual Data Entry
Upload Action Columns
Integrator Information
Financial Projects Integrator
Create Project Details
Sheet Structure Examples
Default Row
Descriptive Flexfields
Source Application Code
Team Members
Tasks
Classifications
Customers
Provider Business Units
Project Attachments
Download Projects
Update Existing Projects
Transaction Controls
Create Transaction Controls
Update Transaction Controls
Delete Transaction Controls
Project Plan Baseline
Create/Update Limitations
Planning RBS Integrator
Create a Planning RBS Assignment to a Project
Update a Planning RBS Assignment to a Project
Download Existing Planning RBS Assignments and Resources
Create Planning Resources
Update Planning Resources
Limitations
Financial Plan Resource Assignments Integrator
Create Financial Plan Resource Assignments
Download Financial Plan Resource Assignments
Update Financial Plan Resource Assignments
Delete Financial Plan Resource Assignments
Costs Integrator
Create Unprocessed Project Costs
Create Limitations
Download Unprocessed Project Costs
Download Processed Project Costs
Delete Unprocessed Project Costs
Import Unprocessed Project Costs
Refresh Import Results
Correcting the Errors and Re-uploading
Cost Adjustments Integrator
Download Project Costs
Create Cost Adjustments
Assets and Assignments Integrator
Create Assets
Download Assets
Update Assets
Delete Assets
Create Asset Assignments
Download Asset Assignments
Delete Asset Assignments
Budgets Integrator
Settings Form
Create Budgets
Baseline
Download Budgets
Update Budgets
Delete Budgets
Limitations
Forecasts Integrator
Settings Form
Create Forecasts
Approve
Download Forecasts
Update Forecasts
Delete Forecasts
Limitations
Award Budgets Integrator
Create Award Budgets
Download Existing Award Budgets
Update Award Budgets
Delete Award Budgets
Project Templates Integrator
Create Project Templates
Download Existing Project Templates
Update Project Templates
Delete Project Templates
Limitations
Contracts Integrator
Create Contracts
Download Contracts
Update Contracts
Submit for Approval
Delete Contracts
Limitations
Amend Contracts Integrator
Events Integrator
Create Events
Download Events
Update Events
Delete Events
Troubleshooting
Non Labor Rates Integrator
Create Non Labor Rates
Download Non Labor Rates
Update Non Labor Rates
Job Rates Integrator
Create Job Rates
Download Job Rates
Update Job Rates
Person Rates Integrator
Create Person Rates
Download Person Rates
Update Person Rates
Cost Rate Overrides Integrator
Create Cost Rate Overrides
Download Cost Rate Overrides
Update Cost Rate Overrides
Limitations
Bill Rate Overrides Integrator
Create Bill Rate Overrides
Download Bill Rate Overrides
Update Bill Rate Overrides
Limitations
Bill Plan Schedule Overrides Integrator
Create Bill Plan Schedule Overrides
Download Bill Plan Schedule Overrides
Update Bill Plan Schedule Overrides
Limitations
Revenue Plan Schedule Overrides Integrator
Create Revenue Plan Schedule Overrides
Download Revenue Plan Schedule Overrides
Update Revenue Plan Schedule Overrides
Limitations
Uploading
Error Handling and Validation
Performance
Support
Projects Module Troubleshooting
Search
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Costs Integrator
Create Unprocessed Project Costs
Default Row
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Default Row
The Default Row can be used to enter values specified in the row to default down the sheet during validation. More information about the Default Row can be found
here
.
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(c) Company name, 2021
