Ref: Implementing-Project-Financial-Management-and-Grants-Management.pdf (19A Part # F11256-01)

Chapter 3 – Define Project Organizations

Topic - Set Assignments and Project Data – How They Work Together (Page 29)

Business Unit as Set Determinant

Business units enable you to control and report on financial transactions, usually for specific geographical entities within the enterprise. For project management purposes, assign the Project Accounting business function to the business unit.

Business unit is a set determinant for the project-related reference data objects described in the following table.

Ref Data Object

Entities

Project Accounting Definition

Project Types

Project Rates

Project rate schedules

Project Unit as Set Determinant

Use project units to enforce consistent project management practices across your enterprise. Project unit is a set determinant for the reference data objects described in the following table.

Ref Data Object

Entities

Project Definition

Class codes, financial plan types, project plan types and project roles

Project Transaction Types

Expenditure types and work types

You can only select class codes, plan types, roles, expenditure types and work types that are assigned to the same set as the project unit. To enable expenditure types and work typesfor use on projects owned by a project unit, assign the set associated with the Project Transaction Types reference data object to those entities