Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 11 · Burdening and Cross-Charge
Transfer price rules and schedules
Lesson 118 of 198 · 12 min
Create a transfer price rule — cost, cost plus a percentage, or a rate-based price — then a transfer price schedule linking provider and receiver organizations to rules. Set effective dates, record a cross-charged transaction and show the transfer price applied, change the rule and show the price change, then show a transaction with NO applicable rule, and the resulting failure. THE TRANSFER PRICE POLICY IS A FINANCE AND TAX DECISION where legal entities differ. Where they do not, it is a management accounting choice. EITHER WAY, GET IT IN WRITING. A missing rule means the cross-charge fails or prices at zero. CONFIGURE A FALLBACK — same discipline as the resource class rate schedule in Module 6. Effective dating, again, for the same reasons.
The full lesson is part of the course
The video, the complete written lesson and the module quiz are included in Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue, with a certificate on completion and a fourteen-day refund window.