O1.2: Add Financial Object

 

Description

Once a project is defined in SAP, Ops Finance will add the 7-digit SAP project ID and any unique IDs that may be tagged in from other business units.

This 7-digit and unique ID will allow the automated WBS task creation to work.

 

The WBS numbers will be added to the Tasks tab by an integration with SAP.

 

SAP IDs are the same across BlueSky Projects since they settle to a Cost Center.

 

 

 

 

 

 

 

 

Description

Once a project is defined in SAP, project finance will add the 7-digit SAP project ID and any unique IDs that may be tagged in from other business units.

 

Outcomes

 

Detailed Steps

 

Step 1: Log in to Clarity.

 

Step 2: Enter SAP ID Information.

  1. Click on Financial Object icon.

  2. Change view to Standard View.

  3. Click Add Row.

  4. Select SAP from drop-down list.

  5. Enter Project.

  6. Enter Financial ID (Project definition).

  7. Enter Financial Name.

 

Step 2: Add/Update Cost Center.

  1. Access the Properties tab for the Project.

  2. Select Overhead Cost Centers from drop-down list.