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Ref: oject-financial-management-applications.html#FAPFM969761

Topic - Entering Planning Resource Breakdown Structure Details

ClickNavigator > Setup and Maintenance, and search for theManage Planning and Billing Resource Breakdown Structurestask.

Click theManage Planning and Billing Resource Breakdown Structureslink.

Use the Manage Planning and Billing Resource Breakdown Structures page to create new planning resource breakdown structures and to review existing planning and billing resource breakdown structures.

Click theCreateicon in the Planning Resource Breakdown Structures section.

Use the Create Planning Resource Breakdown Structure: Basic Information page to provide basic resource breakdown structure information including the name, active dates, and project unit.

Enter a planning resource breakdown structure name and select a date from which the resource breakdown structure is available for use.

Optionally, provide a description and a date to which the planning resource breakdown structure is available for use.

Select a project unit. Only projects created for the selected project unit can use this planning resource breakdown structure.

If you want to allow project managers to add planning resources at the project level, then select theAllow resource changes at project levelcheck box.

Tip:Changes at the project level don't move back to the parent planning resource breakdown structure.Deselect this option to ensure all project using the planning resource breakdown structure use the same resources.

Optionally, select aJob Setas a source of jobs for creating planning resources on your planning resource breakdown structure.

ClickSave.

Reference d/latest/projectcs_gs/FAPFM/FAPFM1225328.htm

To access transactions for a business unit, the project accountant needs to be assigned to an external role that grants access to that business unit. The external role is defined by the security profile of the business unit and can be different for each business unit. The job role and the legal entity are not relevant for accessing transactions for a business unit. The ledger is relevant for accounting transactions, but not for project transactions.Reference: