EGM/EGL 9.2: How to Set up Commitment Control to Track Project Budget at Project Level? (Doc ID 2947964.1)

Last updated on NOVEMBER 06, 2024

Applies to:

Goal

How to Set up Commitment Control to Track Project Budget at Project Level?

Scenario:

A grants project was finalized for a 3 million budget with chart fields A1, D1, F1, and P1. Project P1 has multiple activities activity A1 (for a 3m budget) and activity A2 (for no budget). When a PO is received for activity A2, the budget needs to pass as the budget is being controlled at the project level and not at the activity level.

Users are unable to get the budget check pass for the below setup. The idea is to have a budget defined and controlled at the Parent level and not at the child or grandchild level.

The environment has a Project budget ledger defined with default Ruleset and Keys/Translations Chartfields. Account, Fund, and Department are set as required. The project, Project Business Unit, and Activity are set as optional. However, the budget check process is failing when the budget is not available at the Project Activity level.

Budget definition Keys and Translation Chartfields for various ledger groups were defined. There is a hierarchical relationship between PARENT > CHILD > GRNDCHLD.

Parent Budget Definition - PARENT - Project is the control chart field and keys and translation Chartfields are Account, dept, fund code, and project. All of these are required.

Child Budget Definition- CHILD - Account, dept, fund code, project, Project Business Unit, and Activity. Project Business Unit and Activity fields are listed as optional. Under the Control control Chartfield tab- the project is listed as "Track w/o budget".

Grandchild Budget Definition - GRNDCHLD - project - Account, dept, fund code, project, activity,  Project Business Unit, and Source Type  - Under the Control control Chartfield tab- the project is listed as "Track w/o budget".

Example:

Ledger Group - 'CHILD'

Project - P1/ Project BU - PCBU1 / Activities - A1, A2, A3
Budget loaded with Fund+Dept+Account+Project+PCBU+Activity as F1/D1/ACCT1/P1/PCBU1/A1 - $1,000,000

When the transaction goes through a budget check for different activity e.g. A2 or A3, it fails the budget check.
F1/D1/ACCT1/P1/PCBU1/A2 - $50,000
F1/D1/ACCT1/P1/PCBU1/A3- $10,000

The expectation is that the transaction passes the budget check since P1 has the $1m loaded and Activity is configured as 'optional'.  Please advise on the setup that allows us to pass the budget check at the Project level and not fail at the Activity level.
 

Solution

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