Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 3 · Organization Structures
Project unit options
Lesson 34 of 198 · 14 min
Open the project unit options and walk each group. Set the options governing project creation and behaviour, calendar and period behaviour, and what project managers can and cannot change. Enable team members to enter project time and configure the related option. Set the option restricting expense entry to active tasks only — and explain the control it provides. Save, and show the effect on a project. "EMPLOYEES CAN ENTER EXPENSES FOR ACTIVE TASKS ONLY" IS A SMALL OPTION WITH A REAL CONTROL BENEFIT. It stops costs landing on closed tasks, which is a recurring cleanup problem. Ask whether the client wants it; most do once it is explained — and the lab requires the decision to be justified either way. Time entry enablement here connects to time entry profiles in Module 17. Several options here are effectively permanent once projects exist. Read before saving.
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.
In this module: Module 3 · Organization Structures
- 1What we are building
- 2The decision you cannot undo
- 3The organization object model
- 4The project unit
- 5Owning versus expenditure organizations
- 6Running the structure design workshop
- 7Four worked structures
- 8Business units and the project accounting function
- 9Creating organizations
- 10Classifying organizations
- 11Organization hierarchies
- 12Creating project units
- 13Project unit options
- 14Reference data set assignments
- 15Associating project units with business units
- 16Proving the structure works
- 17What breaks
- 18Lab briefing: Meridian Consulting
- 19Lab solution walkthrough