Your organization can attribute a PSA business recordTimecard Split, Expense, Milestone, Miscellaneous Adjustment or Budget to RPGs other than a project or resource’s RPGAbbreviation of region, practice, group.. When a PSA business record that is to be included in financials is processed, its related transactions roll-upTerm used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. to RPG actualsTotals for a given time period. based on configuration options in the Transaction Follow Rules configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature.. Transactions are rolled up to either the Project or Resource RPG based on these settings. See "Transaction Follow Rules Settings".
In addition, users can override the RPG that a transaction rolls-up to on these types of business record:
When overriding RPGs, billing eventA means of generating billing information that can be fed into a financial system generation and forecasting groupings remain based on the project’s RPG, since the RPG overrides only affect roll-ups. The billed (or invoiced) revenue roll-ups go to the overridden RPG once the business records are released or invoiced during the billing process.
Concept Information
Setting up Accounts and Opportunities
Managing Profiles, Security and Sharing
About Time Periods, Work Calendars and Holidays
Related Tasks
Customizing Billing Event Items
Setting up Services Forecasting
Configuring Bottom Up Planning
Overriding the RPG on Milestones, Budgets, and Miscellaneous Adjustments
Overriding the RPG on an Assignment
Overriding the RPG on an Expense or Expense Report
Overriding the RPG on a Timecard or Timecard Split
Reference Materials