Link Projects/Accounts/Organizations
Use this screen to maintain the table that contains all valid account/org combinations for a given project.
You can enter project/account/org combinations into the table through this screen and set them to Inactive.
You can click to populate this screen with existing combinations. This means you can retrieve the exact project/account/organization combinations you would like to see from the table. Any project/account/org combinations entered here are valid as long as the accounts entered against a given project belong to the Project Account Group assigned to that project on the Basic Info tab of the Manage Project User Flow screen.
You normally use the Set Up Account/Organization Links subtask of the Manage Project User Flow screen to initially create information in the Project/Account/Org table. You generally add new project/account/ org combinations in this screen when you have selected the Validate Project Charging By Organizations check box on the Configure Project Settings screen.
You should use this screen after you initially assign the project account group to projects on the Basic Info tab on the Project User Flow. Use this screen only to make modifications to the project/account/org combinations or to set them inactive. You can set up additional project/account/org combinations in this screen, on the Mass Link Projects/Accounts/Organizations screen, or on the Set Up Account/Organization Links subtask of the Manage Project User Flow screen.
- Related Topics:
- Display the Link Projects/Accounts/Organizations Screen
You access the Link Projects/Accounts/Organizations screen from the Projects domain. - Contents of the Link Projects/Accounts/Organizations Screen
Use the fields and options to configure the Link Projects/Accounts/Organizations screen. - Table Information for the Link Projects/Accounts/Organizations Screen
Changes to the Link Projects/Accounts/Organizations screen update the PROJ_ORG_ACCT table.