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Office of Management & Finance

Office of the Chief Administrative Officer

Phone: 503-823-5288

1120 SW 5th Ave, Room 1250, Portland, OR 97204

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(PS) Project Systems

Table of Contents

(Printable Version)

Reports


Bureau Capital Project Accountant

Bureau Capital Project Accountant (RP_S_PS_BUREAU_CAPITAL_PROJ_AC)

The Bureau Capital Project Accountant is responsible for the creation, maintenance, closure, and settlement of Capital Projects.

Job Aids and Work Instructions

Job Aids

System Statuses in Work Breakdown Structures

Work Instructions

CJ20N Change Project Using Project Builder

CJ20N Changing a User Status

CJ20N Create Capital Project

CJ20N Create Settlement Rules and Set TECO Status

CJ20N Set Project User Status

CJ40 Enter Project Cost Plan

CJ44 Apply Overhead Costs, Individual

CJB2 Create Settlement Rules

CJZ2 Execute Capitalized Interest, Individual

Change Documentation

21 August 2013: updated header

5 August 2013: added job aid and work instructions


Capital Project Manager

Capital Project Manager (RP_S_PS_CAPITAL_PROJECT_MGR)

The Capital Project Manager is responsible for maintaining project statuses, monitoring project costs, and assisting the Bureau Fixed Asset Accountant in recording capital assets.

Web-based Training, Job Aids, and Work Instructions

Capital Project Manager Training

Job Aid

System Statuses in Work Breakdown Structure

Work Instructions

CJ20N Set Project User Status

CJ40 Enter Project Cost Plan

Change Documentation

12 November 2013: updated web-based training

3 September 2013: added web-based training

21 August 2013: updated header

5 August 2013: added job aid and work instructions


OMF Capital Project Accountant

OMF Capital Project Accountant (RP_S_PS_OMF_CAPITAL_PROJ_ACCT)

The OMF Capital Project Accountant is responsible for month- and year-end closing of project systems, including project settlement, recording depreciation, recording capitalized interest, and recording project cost centers.

Job Aids and Work Instructions

CJ45 Apply Overhead Costs, Collective

CJZ1 Capitalized Interest, Collective (OMF Central)

Change Documentation

21 August 2013: updated header

5 August 2013: added work instructions


WBS Element Spending Plans

WBS Element Spending Plans (RP_S_PS_WBS_ELEMENT_COST_PLAN)

Provides the user with the ability to create spending plans to measure how actual costs are coming in against a WBS element or elements.

User Guide

Job Aids

No-Plan Cost Elements

Project Upload Template (multiple WBS elements)

WBS Upload Template

Change Documentation

1 May 2014: created page, added documentation