Here are the fields missing from ProjTransPosting that makes reporting more complicated. Many of these same concepts are missing from ProjTransBudget.

  • Transaction currency

  • Transaction currency amount

  • Transaction currency price

  • Line property

  • Link to Source transaction (including easy way to track after Adjustments and through Intercompany). This is needed so we can do appropriate BI modelling and pull in additional attributes from the source.

    • Timesheet transaction

    • Expense Report transaction

    • Vendor invoice line

    • Vendor transaction

    • Customer transaction

    • Misc charges line

    • Indirect costs line

    • Sales order line

  • Link to transaction “sub” tables (i.e. ProjEmplTransCost and ProjEmplTransSale)


Here are some reporting concepts that are difficult:

  • Need extra transactions for intercompany borrowing/lending entries (Cost, Intercompany revenue, Intercompany cost, Revenue)

  • Unposted On-account transactions aren’t represented by ProjTransPosting or ProjTransBudget

  • Reporting on status of transactions (because we have no link to ProjEmplTransSale or ProjEmplTransCost which has the status)

  • Reporting on Indirect costs by Indirect cost category

Under Review
Ideas Administrator

Thank you for the suggestion! This has been added to our roadmap and will be considered for a future release.


Kim Nelson

Program Manager, Project management and accounting 




If you consider this idea for a future release, can you also consider to reflect the period allocation (stored in ProjBudgetAllocationLine) to the budget updates (Projtransbudget or PSAForecastEntity)

Category: Project Accounting