PS Project not appearing in cProjects Accouting tab

[Former Member]

I am able to create the PS Project from cProjects through status management (Flag for transfer) after the required accounting intergation and other configurations.

However, I have a concern when I am linking an existing PS project to a newly created RPM Item and cProjects Project.

I carried out the following:

1. Created a PS Project with a WB Structure

2. Created an RPM Item (with auto creation of cProjects Project)

3. Under the item, uploaded the PS Project created under step 1, to the item

4. Saved the upload

Result:

The PS Project structure is replicated in the cProjects operational project.

Concerns:

We now want to synchronize the accounting aspects in PS from cProjects Project (like we do when we mark a cProjects project to "Flag for transfer"). However, the newly linked PS project does not appear under the "Accounting" tab in cProjects.

Please advise.

Summary:

Having linked an exisiting PS project to a new created item and cProjects project, we want the operation to continue as if the PS project was created by flagging the cProjects project.

Thanks.

[jatin_grover · Accepted solution]

Hi,

You have to switch to accounting tab and manually assign the PS project and the assignment of WBS to phases etc.

Regards,

Jatin

[Former Member · Accepted solution]

Thanks... this helps me get to a part of the problem.

Now that I have RPM item and a cProjects project linked to a PS project, I can manually link the cProjects tasks stc. to the PS WBS elements as relevant.

In such a case, how will "Falg for Transfer" imopact this project? I mean, whereas "Flag for transfer" in other cases create a new PS project which we can see under the accounting tab, what happens when we set this status after we have manually linked the cProjects project to a PS Project. Also, how does the accounting updates take place in this scenario (from the cProjects front end)?

Thanks...

[Former Member · Accepted solution]

Hi,

In your scenario, "Flag for transfer" / "set to assign" will not be useful to replicate a PS project. However manual a/c assignment is not allowed unless the status "Flag for transfer" / "set to assign" is set.

You may think about using the a/c integration - type of transfer - "always auto on saving". This set the status "Flag for transfer" / "set to assign" automatically on saving the project.

Regards

Sejo

[Former Member]

Hi,

There are two ways to look at this;

if you are uploading PS proj structure to RPM then you need to go for manualy assignment of cProjects Project to PS Projet in accounting tab.

if you are creating PS project from cProject project automatically thru flag for transfer status then you need not to do any upload and PS project will apear in accounting tab.

Pramod