This section details out the financial dimensions to be synced for Projects between Project Operations and Finance and Operations. This is an optional setting as users can always manually enter financial dimensions for project at Finance and Operations. However, configuring these settings will allow to define which field from Project Operations ‘Project’ table will become financial dimension in Finance and Operations and automatic sync of dimension values.
CE Project Operations: Go to Settings > Company Parameters > Financial dimensions tab
- Financial dimensions will be created first in CE Project operations.
F&O: Go to projects360 integrations> projects360 integrations parameters > Project Operations tab
- Configuration will be finished in F&O where a financial dimension will be selected from the active ones for the specific legal entity.
| Fields | Description |
| Project Operations financial dimension | Enter a Project Operations Financial dimension Id for each new record. Note – It is a good practice to have this field as same name as Finance and Operations financial dimension Id. |
| Financial dimension (F&O) | Select an existing financial dimension. This field is not editable. Note – This setting must be configured in Finance and Operations from ‘projects360 integration parameters’. Once the record is created in the Project Operations the same will be integrated as new record under Financial dimensions tab of ‘projects360 integration parameters’ form and user can select the matching financial dimension for the record. |
| Project Operations field | Enter the project table field (System name) which will be synced to Finance and Operations as financial dimension. |
| Sync values from F&O | Select ‘Yes’ to sync values from Finance and Operations to Project Operations when projects are updated in Finance and Operations. |
| Field for Financial Dimension Id | Define which field (System name) will become the ‘Financial dimension Id’ when a new value is synced to Finance and Operations. This field’s data source is the related table with ‘Project Operations field’. |
| Field for Financial Dimension Name | Define which field (System name) will become the ‘Financial dimension name’ when a new value is synced to Finance and Operations. This field’s data source is the related table with ‘Project Operations field’. Note – This is optional since the sync logic will use the ‘Field for Financial Dimension Id’ if this setting is empty. |
| ‘Field names’ tab | This is an optional configuration only necessary if we can’t use the ‘Field for Financial Dimension Name’ setting. This happens when ‘Financial Dimension Name’ data source is not directly related to ‘Project Operations Field’. |
- If we have a financial dimension assigned to ‘Project Operations field’ in ‘Project Operations financial dimension’:
- Then this field from the project table in Project Operations will be synced as the configured financial dimension for the created project in Finance and Operations.
- If the financial dimension is set as ‘Custom dimension’ and the financial dimension value doesn’t exist in Finance and Operations, then it will be created before populating the value for that project.
- If the financial dimension is set as other than ‘Custom dimension’ and the financial dimension value doesn’t exist in Finance and Operations, then an error message will be displayed stopping the sync process.
- The financial dimension should be updated in Finance and Operations if the fields value is updated in Project Operations after the project creation.
- Recommended ‘Financial dimensions’ standard configuration for CE AEC merged solution.
| ProjOps Financial dimension | F&O Financial Dimension | Project Operations Field | Sync Value from F&O | Field for Financial Dimension Id | Field for Financial Dimension Name |
|---|---|---|---|---|---|
| Market | Market | vs360_market | Yes | vs360_name | —- |
| Office | Office | vs360_office | Yes | vs360_name | —- |
| Segment | Segment | vs360_segment | Yes | vs360_name | —- |