A new ‘Project Operations’ tab in ‘projects360 integration parameters’ form allows us to activate and configure Project Operations for a specific legal entity in Finance and Operations.
Go to projects360 integrations > Setup > projects360 integration parameters
Details of the fields available on the projects360 integration parameters form at Project Operations tab as follows:
| Fields | Description |
| Activate Project Operations integration | This parameter enables integration to project operations for specific legal entity. |
| Allow adjustment transactions | If this parameter is set as “Yes”, then adjustment transactions will be allowed for integrated projects. |
| Project operations URL | Define Project operations URL linked to the FO environment. |
| Project operations application id | Define Project operations application id linked to the FO environment. |
| Billing type defaults | Create records here to define mapping to convert “Billing type” from Project operations to “Line property” in Finance and Operations. |
| Default agreement type | Allows to select contract agreement types which will be used as default value when the project contract line is integrated from Project Operations to Finance and Operations. |
| Default reason code | Allows to select contract reason codes which will be utilized as default value when the project contract line is integrated from Project Operations to Finance and Operations. |
| Expense estimates model | Allows to select forecast models which will be utilized to sync expense estimates from Project Operations. |
| ETC Forecast model | Default forecast model utilized to sync ETC tracking data from PO. This forecast model should be different than the one configured as “Manual ETC forecast model” in projects360 parameters if we are using ETC cost buckets. |
| Default category | Default category utilized to sync hours forecast from Project Operations. |
| Default project stage | Allows to select default project stage when the project is integrated from Project Operations. Also, user can define project group specific project stage when the project is integrated from Project Operations. |
| Default project stage by project group | Define default project stage based on project group when a project is released in F&O from PO. If there is no match with these rules, then previous “Default project stage” parameter will be applied as default value. |
| Pricing dimensions | This setting allows to configure from F&O which pricing dimensions will be active for integration purposes. We can specify if they are active for Cost, Sales or both. |
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Note – This configuration must be done for each legal entity planned to be integrated with Project Operations. |