Project Information
What is a Project?
A project code is used to represent a one-time, or intermittent departmental event or activity. This allows consolidation of transactions from several sources, including multiple organizations and accounts. Each relevant transaction can then be coded with the project code so that the total costs associated with a project can be calculated.
- Each project has a project manager. The project manager does not have to be a DaFIS user, but is responsible for the activities of the project.
- Each project has a home organization - usually the organization of the project manager.
- Any person can use a project code on a transaction, regardless of the project manager or home organization.
- Reports can be run utilizing the decision support tools so that total costs of a project can be tracked.
The DaFIS project is designated by a code from 1-10 characters in length, using any combination of alpha or numeric characters. Note: Project codes cannot begin with the letter X. Projects can be used across organizations and accounts. This allows you to report on expenses at the project level across several different accounts and/or organizations.
How to Create a Project
Projects are created on the
Project document. Anyone can initiate creation of a project, and there is no routing for this document unless a review hierarchy has been established. An organization is designated on the document, but is only used by the system if review hierarchy routing has been established for the
Project document.
Citing a Project on a DaFIS Document
A project code is entered in the
Project field of the accounting line on a DaFIS document.
Reporting on Project Transactions
You can use the
Transactions by Project (25) query in Decision Support to retrieve a report of all expenses related to a particular project.
