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

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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