Process

When the Topics and Subscriptions are setup, you can start creating intercompany transactions that will be transferred through the IC automation.

Projects

An intercompany project is created the same way as any other project. After the project is created you choose to which company/companies you want to send the project. This means if you have a Topic that publishe data to all companies, you will only transfer the project to the companies that you select.

1. Choose the 🔎 icon, enter Project list, and choose the related link.
2. Choose the project you want to send. Go to Send to company under the Action tab. Note that all users that are going to send projects to other companies need the permission USER IDMYME.
3. Select to which company/companies you want to send the project.

If you unmark a company in the list, the project will not be deleted in the receiving company. You will just stop sending the updates that are made on the project.

If the company you want to send the project to is not in the list, then:

1. Check that the receiving company is setup as a Party.
2. Check and update if the Topic has restrictions to which parties projects should be published.
3. Update the Subscription (IDM) in the receiving company so the company can receive the project.

If you have Allowed On-Demand Publish = FALSE on the Topic, all projects will be transferred, and you don’t need to choose which project should be transferred.

Time and expenses

There are two different Topics/Subscription for transfering time entries; Time entries and Project ledger entries. You can use them separately or as a combination. If you use them in combination you transfer expenses and item entries with Project ledger entries, and time entries with Time entries.

Regardless which template you use, you create your time entries, expenses and item entries in the performing company the same way as you normally do. The IC automation transfer the entries on the intercompany projects to the company that owns the project.

Time entries

When a time sheet is submitted in the performing company the entries are transferred to External time entries. This table is for information purpose only, and makes it possible for the project manager to preview the time entries as soon as they are submitted. This means that all changes must be done in the performing company.

There are several ways to see the External time entries.

1. From the project list -> Related -> IDM - > External Time Entries.
2. From the project plan -> column External time (Not posted)
3. From the 🔎 icon -> External time entries. In this case you will see all External time entries where you are a project manager or a person responisble. If you on are a project executive, you will see all transactions but you have filters to restrict the view.

You have an approval status and comment in the External time entries. This information is transferred and is visable the when approving time in the performing company. Note that it’s for information purpose only, which means that setting the status to Hold or Rejected will not stop the approving or posting of the time entry.

When the entries are approved and posted in the performing company, project ledger entries are created in both companies.

Project ledger entries

This is a preview feature and to be tested in a sandbox environment. Please contact support if you want to use it in a production environment.

This template can transfer time, expense and items entries and enter them in a project- or jobjournal. The journal can be posted automatically or manually when you run the Subscription. There is no approval flow as you have in the Time entries.