Project Organization

Each Unanet project must be associated with a project organization.  This relationship is known as the project organization (and also sometimes referred to as a bill organization).   

The list of organizations available to be associated is defined by the Administrator on the Organization screens.

The association between a project to a project organization is managed on the Project Profile maintenance screen.  

Project Managers can override the default project organization for a project (on an assignment by assignment basis) via a project organization override (which can be defined on a person's project/task assignment).  As user's charge time or expenses against a project, the project's project organization will be stamped on that time (unless an assignment override was put in place, in which case, the overridden value will be stamped).

A Project Manager will only be able to associate a project to those active Organizations to which they have been granted Organization Access (via the Organization Access screen).

Customer Organization Requirement

When using Financial Orgs (ie Use Financial Organizations (unanet.financials.use_financial_orgs) property enabled), if a project is intended to be included in the Unanet Invoicing process, the Organizations available to associate with a project, will be limited to those that have been designated as a Customer for the Legal Entity of the project's Owning Organization.  This designation is configured on the Organization >> Customer Profiles screen.

When the "Generate Unanet Invoice" is not checked, the Project Organization drop-down will show both organizations that have been designated as a Customer for a Legal Entity as well as those that have not.  When initially creating a project, because we do not know at the point of entering this value whether or not the project is intended to be used to generate Unanet invoices, the validations are also performed at the point of project "Save" in addition to attempts at limiting the contents of the Project Org drop-down list.