Financials
These fields appear in the Financials section on the
Create Project Request page.
The Financials section features an Effective Dating List that allows you to make modifications to financials values based on a specific date range. Modifying any financials impacts the calculation of billing items entered for that time stamp range.
The list details the justification and the user that made the modification. The most current
modification appears in orange at the top of the list. You can edit any of the
existing changes by selecting the effective date timestamp in the list, and click
Edit selected Effective Date. The financials details for
that time stamp range appear in the section. To add a new range, click
New Effective Date.
Note: If you click New
Effective Date and enter an existing date (existing timestamp in
the list), any saved changes override the previously saved information for the
same date.
Note: If the Revision Approval Routing workflow is used for
engagements, creating a new effective date triggers the revision process. You
are asked to confirm and proceed in this case.
| Field | Description |
|---|---|
| Department | In the text field, enter text to search for the department, or select it from the drop down. The department is the cost center for the engagement. The application automatically suggests values in which the hiring manager is assigned (Departments section of the user record). You can click Add New to open a search pop-up. The pop-up allows you to search by department number and name, and parent department name. After entering search criteria, click Search. You can select one of the results to populate the field by clicking Select in the result row. You can click Search with no search criteria to display a full list of departments for the client organization. |
| Currency | From the Currency drop down list, select the currency for the job record. You can only assign one currency to an engagement. |
| Estimated Cost | Enter the estimated cost for the project. |