Step by step Project, Time, Expense, Item

Before you start setting up pryme Intercompany projects you must decide which companies should send and which companies should receive projects and time entries.

This is a basic step by step in which order you create Parties, Topics and Subscriptions when setting up pryme Intercompany Projects to transfer projects, time entries and resourses between companies in the same database. If you want to transfer e.g. projects both ways between two companies, you must set up a Topic and Subscription in both companies.

In pryme Intercompany project we have two different pre-defined templates to transfer time; Time entries and Project ledger entries (this template also includes expense and item entries). You can use them separately or in combination. Read more about it here.

The step by step explains in which order you set up Parties, Topics and Subscriptions to transfer projects, time, expenses and item ledger entries one way between two companies. If you transfering the data both ways, you need to set up the Topics and Subscriptions in both companies.

Parties

1. Create a Party in Company A for Company B.
2. Create a Party in Company B for Company A.

Project

1. Create a Topic in Company A. Select the template for Projects.
2. Create a Subscription in Company B for Projects on the Partycode for company A.
3. Check and update the table definitions.

Time, alternative 1

The pre-define template Time entries transfer resources and time entries. When a time sheet is submitted the entries are transfered to the External time entries. This makes it possible for a project manager in to preview the entries. There is also an approval flow for information purpose only.

1. Create a Topic in Company B. Select the template Time entries.
2. Create a Subscription in Company A for Time entries on the Partycode for company B
3. Check and update the table definitions.

Expense and item entries

If you use the template for Time entries, and also want to transfer project ledger entries for expenses and items, use the template Project ledger entries for this purpose.

1. Create a Topic in Company A . Select the template for Project ledger entries.
2. Check and update the table definitions. Add a Condition on field Type to only include g/l account and Item in the data message.
3. Create Expense payment types in Company B and update the Expense posting groups
4. Create a Subscription in Company B for Project ledger entries on the Partycode for company A.
5. Check and update the table definitions.

Time alternative 2, including expenses and item entries

If you want to transfer project ledger entries for time, expenses and items, without the possibility for a project manager to preview the time entries, you can use the Project ledger entries. Using this template, the project ledger entries are transfered to a project journal, from where they are posted.

1. Create a Topic in Company A . Select the template Project ledger entries.
2. Check and update the table definitions.
3. Create Expense payment types in Company B and update the Expense posting groups.
4. Create a Subscription in Company B for Project ledger entries on the Partycode for company A
5. Check and update the table definitions.