Enter, or click to select, the project to be transferred. This outgoing project can be transferred from any level of the project to any one project. The project name is displayed in the untitled field on the right.

You can use only those projects that are active in the Project (PROJ) table. Each project is allowed only one Create Project Transfer Journal Entries screen. To retrieve the screen previously used to transfer a project, click .

The transfer project must have one of the following Project Classifications: B&P (Bid & Proposal), Direct, Indirect, IR&D (Independent Research & Development), or WIP (Work in Process). Project Classifications are determined on the Basic Info tab of the Manage Project User Flow.

Note: After you save this screen for an outgoing project that has been previously transferred, you can modify only the Active, Period, and Subperiod fields. Click to retrieve this screen for a previous transfer project that was saved.

Select this check box to indicate that this transfer (outgoing) project is active. After you have successfully run the Create Project Transfer Journal Entries screen, the status of the Transfer Project is changed to inactive. When performing transfers for the same project in successive periods, select this check box to re-activate an inactive transferring project. Avoid using the Create Project Transfer Journal Entries process as a tool for monthly reclassification of costs; it can be cumbersome to use for this purpose. A better tool for monthly reclassification is the Multi-Job feature.

Select this check box to indicate that any existing levels below the transfer project specified are included in the transfer. The lower levels of the transfer (outgoing) project are transferred into one receiving project level. To transfer several lower level projects on the same project tree to another project tree, transfer each individually.

Enter, or click to select, the project that is to receive the outgoing data. You can enter only one project number in this field. This project must be at or below the level for billing and revenue formulas. The project name displays in the untitled field on the right.

You can use only those projects that are active in the receiving Project (PROJ) table. To complete the transfer process, you must create a revenue formula if the receiving project classification is Direct or WIP.

If the receiving project classification is B&P, IR&D, or Indirect, you receive a warning if there is no revenue formula, but can still transfer the project.

When no billing formula exists for the receiving project, only direct costs are transferred. No balance sheet accounts or billing history tables are updated. This information resides in the transfer project. The billing formula for the project is determined on the Manage Project Billing Information screen.

Enter, or click the drop-down list to select, the organization code that is to receive the debit of the receiving project. Valid options are:

• Performing: Select this option to have the receiving project use the same organization as the transfer (outgoing) project.
• Owning: Select this option to have the owning organization of the receiving project receive the transfer debit. This owning organization of the receiving project was selected for the organization on the Basic Info tab of the Manage Project User Flow.
• Fixed: Select this option to select an organization for the receiving project. All costs transferred are charged to this organization regardless of the original charging org. Select the organization in the Fixed Organization field.

Enter, or click to select, the organization for the receiving project. This field is active only when you select Fixed in the Organization field. This field accepts only active organizations.

Use this drop-down list to select the transfer project's fiscal year. No records from any other year can exist in the GL_POST_SUM table for the transfer (outgoing) project.

Use this drop-down list to select the transfer project's fiscal period. No records can exist in the GL_POST_SUM table for any period later than this fiscal period. Costpoint displays a warning message if it finds transactions in another period.

Use this drop-down list to select the transfer project's subperiod. No records can exist in the GL_POST_SUM table for any subperiod later than this subperiod. Costpoint displays a warning message if it finds transactions in another subperiod.  

This non-editable field displays the ending date of the selected subperiod.