Record Usage for Projects

Use the Project Plan page to review and record Usage and Sales on various Project Tasks. Task totals are automatically updated as information is modified and transferred between Projects, Project Journals or Project Invoices.

Usage can be recorded for Resources in four different methods:

  1. Timesheet Entry: Users can add a line to their Timesheet for a specific Project and Task. When posted, the line updates the Project Usage.

  2. Expense Sheet Entry: Users can add a line to their expense sheet for a specific 1. Timesheet Entry: Users can add a line to their Timesheet for a specific Project and Task. When posted, the line updates the Project Usage. . When posted, the line updates the

  3. Timesheet Entry: Users can add a line to their Timesheet for a specific Project and Task. When posted, the line updates the Project Usage.

  4. Project Journal Entry - users can add a line to the Project Journal for a specific 1. Timesheet Entry: Users can add a line to their Timesheet for a specific Project and Task. When posted, the line updates the Project Usage. . When posted, the line updates the

  5. Timesheet Entry: Users can add a line to their Timesheet for a specific Project and Task. When posted, the line updates the Project Usage.

  6. Purchase Invoice - a user can create a Purchase Invoice for a specific 1. Timesheet Entry: Users can add a line to their Timesheet for a specific Project and Task. When posted, the line updates the Project Usage.

  7. Timesheet Entry: Users can add a line to their Timesheet for a specific Project and Task. When posted, the line updates the Project Usage.

Note

An entry on a Purchase Order does not update Project Usage. However, Users can add a line to their Timesheet for a specific Project and Task, and when posted, the line updates the Project Usage.

The Project is updated for a purchase commitment or "reserve". If you review the Project Plan for the Task that the Purchase Order was entered against, you will see the amount of the commitment or reserve from the Purchase Order is displayed in the Purchase Reserve (LCY) field. Once the Purchase Order is received, and a Purchase Invoice is created the Purchase Reserve (LCY) field in the Project Plan > Task > Purchase Reserve (LCY) is reduced and the Project actual cost (Total Usage Cost field) increases.

To Create Usage in Timesheet Entry

For more information about creating usage in Timesheet Entry see Use Timesheets for Projects

To Create Usage in Expense Sheets

For more information on creating Usage with Expense Sheets, see Enter and Approve Expense Sheets

To Create Usage in the Project Journal

  1. From the Role Center, select Journals > Project Journal.
  2. Select the Project Journal Template.
  3. On a new line, enter Document Number, Project Number, Project Task Number, Type, and the Quantity of the Type being consumed.
  4. When the Project Journal lines are complete, choose the Post action.

To Review Project Usage Entries

After Project Usage Entries are posted, the entries and updates to the Project can be viewed in the Project Ledger and the Project Journal.

To Review Entries from a Posted Timesheet

  1. Navigate to the Project Plan > sub-form and the Task to which the time was posted.

  2. Scroll to the Resource Usage Qty field and select the amount in the field to view the entry in the Project Detailed Ledger Entry page.

  3. To review the entries for the document, from the Project Detailed Ledger Entry page, select Navigate > Find Entries.

  4. Optionally, drill down into more details from the G/L Entry, the Resource Ledger Entry, the Project Ledger Entry, and the Project Detailed Ledger Entry for the Timesheet document.

To See Entries from a Posted Expense Sheet

  1. Navigate to the Project Plan > sub-form and the Task to which the expense was posted.

  2. Scroll to the Expense Usage Cost (LCY) field and select the amount in the field to view the entry in the Project Detailed Ledger Entry page.

  3. To review the entries for the document, from the Project Detailed Ledger Entry page select > Navigate > Find Entries.

  4. Drill down into more details from the G/L Entry, the Project Ledger Entry, the Project Detailed Ledger Entry, the Purchase Line, and the Expense Sheet Line for the Expense Sheet document.