Usually, you will not need to change the project group on a project; however, situations can arise where a change is required. For example, if customers find that expenses on a time and material project are higher than expected, they might insist that the project is changed to a fixed-price project type. Another example is when a fixed-price construction project is canceled. In this situation, one solution is to change the project to an investment project.
The project group of a project can be changed to a project group of the same type or to a project group of a different type. However, note the limitations in the following sections when you want to change the project group.
Same project
type
-
and : Any WIP postings must be reversed.
-
and : All estimates and eliminations must be reversed.
-
and : No limitations.
Different
project type
-
If transactions of the type , , , or exist on the project, the project type can be changed only if the transaction status is or .
-
If on-account transactions exist on the project, you can change the project group to a group with another on-account posting setup only if the transaction status of the on-account transactions is or .
-
In general, if a project group is changed to another project group type, no transaction can exist on the project that is not allowed on the new project type.
Criteria for changing to specific project group types
|
Change to |
Time and material |
Fixed-price |
Investment |
Internal |
Cost |
Time |
|
|---|---|---|---|---|---|---|---|
|
Transaction exists of this type |
With origin |
||||||
|
|
All |
X |
X |
X |
X |
X |
|
|
- |
All |
(X)1 |
(X)1 |
X |
|||
|
|
All |
X |
X |
X |
X |
X |
|
|
|
Non-sales order |
X |
X |
X |
X |
X |
|
|
|
Sales order |
X |
|||||
|
|
Journal |
X |
(X)2 |
||||
|
|
Estimate |
(X)3 |
X |
X |
X |
X |
|
|
|
Subscription |
X |
(X)2 |
||||
|
|
(Offset = Off) |
(X)4 |
(X)4 |
||||
|
|
(Offset = On) |
(X)4 |
|||||
|
( ) |
- |
X |
X |
X |
X |
X |
|
|
( ) |
- |
X |
|||||
|
( ) |
- |
X |
X |
X |
X |
X |
|
|
( *) |
- |
X |
|
X |
The change will be accepted. |
|
(X)1 |
The setting on the project group must be . |
|
(X)2 |
The transaction status must be . |
|
(X)3 |
The transaction status must be . |
|
(X)4 |
The on-account invoicing setting on the project group must be the same. |
|
* |
If a subscription is connected to the project, the project group can only be changed to another group. |
Estimate
projects
If a project is linked to an estimate project, you cannot change the project group directly. You must change the project group of the estimate project. Subsequently, all projects linked to the estimate project will be changed in accordance with the estimate project.
