Administration Section

This section describes the purpose of high-level configurations, settings, and defaults, with instructions for configuring and maintaining these within the APM environment.

Advanced Project Management requires setup before general users can use the sub-modules (Project Accounting, Contract Management, and Subcontract Management).

Advanced Project Management Configuration

Follow the specifications and guidelines detailed below, to prepare APM. This may depend on the modules you are licensed to use. There is also some overlap between the three APM modules.

For the Project Accounting module, navigate to Advanced Project Management > Project Accounting > Setup, then configure the following:

For the Contract Management module, navigate to Advanced Project Management > Contract Management > Setup, then configure the following:

For the Subcontract Management module, navigate to Advanced Project Management > Subcontract Management > Setup, then configure the following:

Additional Configuration

In standard Kinetic:

  1. Set up the GL Controls for APM. See GL Controls.

  2. Set up the Product Groups to be used within APM. See Product Groups.

  3. Set up the Financial Configuration applicable to APM. See Financial Configuration.