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Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 7 · Project Types

Expenditure type class controls

Lesson 73 of 198 · 10 min

Set which expenditure type classes are permitted on the type. Restrict a type to exclude supplier invoices, attempt a transaction of an excluded class and show the block, and show a permissive type for contrast. THIS IS A GENUINE CONTROL, NOT A FORMALITY. An internal type that should not attract supplier costs can be prevented from doing so — which stops a category of miscoding at source rather than in a cleanup. Restricting too tightly means legitimate costs cannot be recorded, and somebody codes them somewhere worse. Balance. Both halves — the failure has two directions.

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In this module: Module 7 · Project Types

  1. 1What a project type governs
  2. 2Project type classes
  3. 3Designing the type listFree preview
  4. 4Creating a project type
  5. 5Burdening options
  6. 6Capitalization options
  7. 7Classifications
  8. 8Expenditure type class controls
  9. 9Billing and other options
  10. 10Proving the type works
  11. 11What breaks
  12. 12Lab: five behavioural patterns and a stakeholder to answer