Bulk Project Approval

Select the “Bulk Project Approval” link under the “Project Definition” business component.

The “Bulk Project Approval” page appears.

Mode	Use the drop-down list box to select the mode. The combo is loaded with “Project Budget” and “Task Mapping”. The system displays “Project Budget” by default on launch of the page.

Project Code From	The code from which you want to retrieve the project details.
Project Code To	The code until which you want to retrieve the project details.
Project Name	The name of the project.
Org. Unit	Use the drop-down list box to select the organization unit. The combo is loaded with the list of OUs in which the Project Definition component is deployed.
Finance Book	Use the drop-down list box to select the finance book of the project.
Financial Year	Use the drop-down list box to select the financial year of the project.
From Cost Center	The cost center from which you want to retrieve the project details.
To Cost Center	The cost center until which you want to retrieve the project details.
From Account Code	The account code from which you want to retrieve the project details.
To Account Code	The account code until which you want to retrieve the project details.

Note: From Cost Center, To Cost Center, From Account Code and To Account Code fields are visible when the Mode is selected as “Project Budget”.

Status	Use the drop-down list box to select the project status. The combo is loaded with “Approved” when the mode is “Project Budget”. The combo is loaded with “Fresh”, “Under Revision” and “Approved” when the mode is selected as “Task Mapping”. The system displays “Approved” by default on launch of the page.
Detailing Required	Use the drop-down list box to select “Yes” if project detailing is required else, select “No”. The system displays “Yes” by default on launch of the page.
Project Type	Use the drop-down list box to select the project type. The combo is loaded with “Non-Billable” and “Billable”. The system displays “Non-Billable” by default on launch of the page.
Project Category	Use the drop-down list box to select the project category. The combo is loaded with “Small”, “Medium” and “Small”. The system displays “Small” by default on launch of the page.

Customer Code	A unique code identifying the customer for which you wish to search and retrieve the details.
Parent Project Code	A unique code identifying the parent project for which you wish to search and retrieve the details.

Note: When the mode is “Task Mapping”, the system retrieves all the projects, which has task in “Fresh”/Approved / “Under Revision” status.

The system displays the following details in the “Search Results” multiline.

Org. Unit	The organization unit in which the Project is created.
Project Code	The unique code identifying the project.
Account Code	A unique code that identifies the account.
Cost Center	The code identifying the cost center to which the project is mapped.
Finance Book	The finance book of the project.
Financial Year	The financial year of the project.

Note: Account Code, Cost Center and Finance Book fields are visible when the Mode is selected as “Project Budget”.

The system displays the following details in the “Search Results” multiline.

Est. Start Date	The estimated date on which the project is planned to start.
Est. End Date	The estimated date on which the project is planned to complete.
Project Status	Indicates the project status.
Detailing Required	‘Yes’ indicates project detailing is required, and “No” indicates detailing is not required.
Project Type	Indicates the project type. The project type can be “Billable” or “Non Billable”.
Project Category	Indicates the project category. The project category can be “Big”, or “Medium” or “Small”.
Customer Code	A unique code identifying the customer.
Parent Project Code	A unique code identifying the parent project.

Note: when Mode – Project Budget, projects in “Fresh” / "Under Revision" status can be approved.

When Mode – Task Mapping, Projects with Fresh/Under Revision Tasks can be approved.

Note: The approved task can be amended. Revision history is maintained for the amended task.

Note: Tasks in “Fresh” / “Under Revision” status can be returned.

The pushbuttons “Revise” and “Return” are visible when the Mode is selected as “Task Mapping”.