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Project Management and
Consumer Contract Management
Project Management and Consumer Contract Management is a module that allows PLB to enter, maintain and approve specific projects for reporting. This module links to the General Ledger, and other Core modules. Project Management maintains two main applications.
Project Capture, Maintenance and Inquiry
Project Approval and Addendums
Project Capture, Maintenance and Inquiry
The purpose of this application is to allow entry and maintenance of projects, components and line items from application through approval.
Project Approval and Addendums
This function approves projects, components and line items and prepares the General Ledger with newly created accounts to handle the new projects. Modifications (additions, transfers, cancellations, completions, corrections, etc) are also entered and General Ledger updated through this function.
Project Management Master Files
The main Master files in Project Management are:
Projects
Components
Line Items
Transactions (History)
These files link to each other relationally and other files such as the General Ledger, Accounts Payable, etc. There are additional minor files that have been created to support Project Management.
The Master files of Project Management and the fields in those files are listed below.
PROJECTS
Company Code
Project Code
Fiscal Year
Project Description
Agency Code
Project Status
Support Group Code
New or Renewal
Project Director
Project Goals
Project Contingencies
Original Project
Fiscal Year
Staff Recommended
Committee Recommended
Board Recommended
COMPONENTS
Company Code
Project
Fiscal Year
Component Code
Component Description
Service Category Code
Type of Fund
Type of Program
Clients Served
Funding Start Date
Funding End Date
Appropriation Type
Type of Project Code
Type of Fund Code
G/L Account
G/L Description
G/L Class
Addendum Type
Current Outstanding Advances
Component Status
Audited Unit Cost
LINE ITEMS
Company Code
Project
Fiscal Year
Component Code
Line Item Code
Line Item Description
Line Item Class Code
Inventory Data Required
Original Requested Amount
Last Amount Requested
Original Recommended Amount
Original Appropriated Amount
Current Appropriation
Transfer of Appropriation
Cancel of Appropriation
Additional Appropriation
Correction of Appropriation
Appropriation Expended
Pending Expenditures
Unit Cost Requested
Last Requested
Unit Cost Recommended
Unit Cost Appropriated
Current Unit Cost
Line Item Status
TRANSACTIONS
Company Code
Project Code
Fiscal Year
Component Code
Line Item Code
Transaction Type
Transaction Amount
G/L Fiscal Year
G/L Fiscal Period
Relationally Links to other Modules
v General Ledger
v Accounts Payable
v Accounts/Notes Receivable
v Fixed Assets
v Financial Modeling
v Reporting and Querying
v Mailing List
v Consumer Demographics
v Units of Service Management
v Agency Report Management