T1.8: Add/Update the Unique Project Identifier (Ex: SAP Project ID or some level of the WBS) and Project Attributes (As needed)

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.

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

 

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

 

 

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.

  8. Enter Attraction Code.

  9. Select DOW from check list.

 

Step 2: Add/Update Financial Deeper Information.

  1. Click on Financial Name to Update.

 

  1. Expand Override section.

  1. Enter in complete Financial Prefix details.

Complete Financial Prefix must include Financial ID, Attraction Code, DOW and any unique details.

 

Step 3: Bulk Update Financial Information.

  1. Select item to be updated by checking the box.

  2. Click Edit button.

 

  1. Enter any updates as needed.
  2. Click Save.