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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

   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:

1. Navigate to the Submit Request window.

2. Choose the PRC: Update Project Summary Amounts process or the PRC:Update Project Summary Amounts After a Resource Change process.

3. 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.

4. Optionally, enter other options to control what Oracle Projects updates.

5. Choose Submit.

   To update project summary amounts after changing a resource list:

1. Choose PRC: Update Project Summary Amounts After a Resource List Change process in the Submit Request window.

2. Enter the From/To Project Number and Resource List Name. You may choose to submit this process many times for different project ranges.

3. Choose Submit.

See Also

Summarizing Actuals and Commitments by Resource

Setting the Current Reporting Period