You run the Update Project Summary Amounts process to update the project summary amounts with new cost, commitment, and revenue transactions and any new baselined budget versions. You can run this process as many times as you want.
Caution: You must maintain forecast amounts for a project in either a financial plan type or a budget type of forecast cost or forecast revenue to prevent the Update Project Summary Amounts process from adding up forecast summaries in the financial plan and budget.
If you maintain to-date amounts by GL period, select the PA period in the PA Periods window that is the first PA period of the GL period that you are selecting as the current reporting period.
You run the Update Project Summary Amounts After a Resource List Change process when you have changed the resource list and want to map historical transactions to resources using the new resource list.
Prerequisites are:
Enter expenditure items and distribute costs (optional).
Accrue and release revenue (optional).
Create new commitments (optional).
Create a new current budget (optional).
Set the current reporting period.
To update project summary amounts:
Navigate to the Submit Request window.
Choose the PRC: Update Project Summary Amounts process or the PRC:Update Project Summary Amounts After a Resource Change process.
Enter the project range or project number for which you want to update summary amounts. You may choose to submit this process many times for different project ranges.
Optionally, enter other options to control what Oracle Projects updates.
Choose Submit.
To update project summary amounts after changing a resource list
Choose PRC: Update Project Summary Amounts After a Resource List Change process in the Submit Request window.
Enter the From/To Project Number and Resource List Name. You may choose to submit this process many times for different project ranges.
Choose Submit.
Note: The Update Project Summary Amounts process only uses the resources list. You can migrate a resource list to a planning resource list and Oracle Projects copies changes in the resource list to the migrated planning resource list, but not vice versa. You must make changes in the original resource list to ensure that the Update Project Summary Amounts process correctly summarizes amounts for display.