Project Segment |
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PPM Project |
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Project Status |
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Project Dates |
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Task Dates |
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Task Chargeable flag |
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☐ Clear Commitments in PPM; run Manage Committed Costs in OFC: Projects>Costs>Tasklist>Manage Committed Costs
☐ Run GL/PPM recon report by project and clear any variances
☐ Run the Project Cost Transfer Panorama Workflow Details Report (bah.ucsd.edu) to ensure there are no pending cost transfers
☐ (Optional) If there is a PPM budget, align budget to costs in OFC PPM
☐ If project was used in billing, use the Contract Management report (bah.ucsd.edu) to:
☐ Check GL Balance by Project
☐ Request project closure in PPM by submitted a Services & Support ticket. The PPM SD team will set Project Status to Closed (future enhancement will be in PADUA)
☐ Currently, Project Segment values are not being inactivated which means that it is possible for GL transactions to still post. An enhancement request has been submitted to ITS to inactivate the chart segment when the PPM Project status = Closed
☐ If this is the last project on a gift fund, determine if fund needs to be closed and if so, submit Services & Support ticket to Gift and Foundation Accounting to request the fund segment value to be closed (Gift Funds > Gift Fund Setup & Transfer > Inactivate Gift Fund (Oracle or ESP))
These steps are not necessary if you are closing a project. They should only be followed when you just want to close a Task.
Tasks do not have a status, so you will need to consider Task Dates and Task chargeability when you no longer want to use a task and the activity is completed
☐ Clear Commitments in PPM; run Manage Committed Costs in OFC: Projects>Costs>Tasklist>Manage Committed Costs
☐ (Optional) If there is a PPM budget for the task, align budget to costs in OFC PPM
☐ If Task was used in billing, use the Contract Management report (bah.ucsd.edu)
☐ Ensure no pending cost transfers: Run the Project Cost Transfer Panorama Report (bah.ucsd.edu)
☐ Request Task end date to be the date that no additional costs with expenditure item date will post via PADUA
☐ Request Task to be set to non chargeable if you do not want ANY further activity to happen on the task. Please make sure there are no pending transactions before submitting this request via Services and Support
If you still have questions or need additional assistance, please submit a ticket