Project Managers can now Review (including a Pro-Forma View) and Approve Project Invoices from an MS-Excel Worksheet using Project Partners UI-Apps
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Project Managers can now Review (including a Pro-Forma View) and Approve Project Invoices from an MS-Excel Worksheet using Project Partners UI-Apps
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Project Managers can now Review (including a Pro-Forma View) and Approve Project Invoices from an MS-Excel Worksheet using Project Partners UI-Apps
- 1. Hidden Gems Invoice Review and Approval for Project Managers Copyright © Project Partners, LLC
- 2. PM Review and Approval for Project Invoices Draft Invoices are generated in Project Billing by Project Accountants Typical business process requires PM review and approve all invoices before sending to customers No mechanism for pro-forma view of invoice No mechanism for PM review and approval UI-Apps provide a simple mechanism for Project Managers to: Review Invoices in Pro-Forma Format Update invoice line description and invoice comment Approve Invoice Copyright © Project Partners, LLC
- 3. Four Steps – with UI-Apps Step 1: Query Draft Invoice Step 2: Update Line Description and Invoice Comment Step 3: Review Pro-Forma Invoice Step 4: Approve Invoice UI-Apps offers easier approach in one MS-Excel Worksheet Copyright © Project Partners, LLC
- 4. UI-Apps: Invoice Review Worksheet One Worksheet for Invoice Review, Update and Approval by PM PM Actions Invoice Comment Invoice Lines Copyright © Project Partners, LLC
- 5. Step 1: Query Draft Invoice a. Select Invoice Number to review from dropdown b. Click Get Invoice button The Client is immediately available to define Agreements Copyright © Project Partners, LLC
- 6. Step 2: Update Invoice c. Click Save a. Update Invoice Comment The Client is immediately available to b. Update Invoice Line Description define Agreements Copyright © Project Partners, LLC
- 7. Step 3: Review Pro-forma Invoice c. Click Generate d. Click View a. Invoice Comment Updated b. Invoice Line Description Updated Copyright © Project Partners, LLC
- 8. Copyright © Project Partners, LLC
- 9. Step 4: Approve Invoice Click Approve Copyright © Project Partners, LLC
- 10. Invoice Review, Update and Approval Review, Update and Approve draft invoices View pro-forma invoice Stay tuned for more Hidden Gems from Project Partners Copyright © Project Partners, LLC
- 11. UI-Apps Hidden Gems A series of videos describing unique features of Project Partners UI-Apps which add significant functionality to Oracle Projects See them all on the Project Partners YouTube Channel http://www.youtube.com/user/ProjectPartnersLLC Copyright © Project Partners, LLC
- 12. For more information: Phone: 650.712.6200 email: info@projectp.com www.projectp.com Copyright © Project Partners, LLC 12
Editor's Notes
- Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
- Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
- For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
- Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
- Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
- Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
- Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
- Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
- Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?