Project
Finish project automatically
This system setting determines if a project should be finished automatically after all activities for the project have been finished.
Mandatory to enter project cost type in chart of accounts
This system setting determines if it should be mandatory to enter project cost in the chart of accounts.
Editable stage of completion in the Revenue calculation
Here you decide if the calculated stage of completion in the Revenue calculation should be possible to edit for projects with the percentage of completion method.
If you want the application of dimensions to be set to Yes for projects on the balance accounts, you cannot have any type of project cost/income selected for these accounts. The amount will in that case be presented as an income/cost on the project, this is not correct since it is an asset/liability item in the balance sheet. You can determine this with the system setting.
Please note! If you select that this application is Mandatory for dimensions on PCM accounts, you must also enter a fixed value for this in the Standard accounts. At present, we do not recommend the Mandatory option.
Cost/Income in project is retrieved from
With this setting you decide how costs and income should be loaded in the projects. The following options are available:
- C/I type from chart of account settings in current accounting year – (default) The current accounting year’s chart of accounts settings for link to C/I type which determine how costs and income are loaded from the bookkeeping to the project.
- C/I type from chart of account settings for the transaction's accounting year – Loads the chart of accounts setting for C/I type from the accounting year of the transaction. This setting follows the same logic as in Monitor G4.