Use this screen to set up projects to be transferred during the IWO process.

These projects must pre-exist as valid projects in the sending database before they are available for in this screen. The projects must be set up as billable projects so the detailed transaction data can be added to the open billing detail table. You must also set the Project Classification to INTER-COMPANY on the Basic Info tab of the Manage Project User Flow. Also, you must create a record on the Manage Project Billing Information screen for these projects.

Costpoint uses these criteria to limit the records when you select a valid IWO project. If you want revenue recognized for these projects, you must set up the Manage Revenue Information screen, and a revenue account must exist in the project account group of the project. If you want costs transferred, you do not need to create a revenue record, but you must set up a cost transfer account and include it in the project account group.

This screen is the third step in the IWO process.