Graphic icon of an "i", indicating Job Aids within the SMART Training Materials

Projects - Job Aids

Job Aids: Documents that contain step-by-step instructions and/or information regarding specific task(s) in SMART.  Job Aids are primarily used as trouble shooting and issue resolution devices.

  • How to Create a Project
    Project Costing is designed to allow users to track expenditures against a particular project to get a lower level of detail than the basic General Ledger chartfields. Projects can be broken down into multiple activities for even greater reporting capability. This job aid demonstrates how to create a new project and associated activities.
    DOCX, 374.89 KB

  • How to fix Travel & Expense Costs that are not making it to the Billing Worksheet
    This job aid will be helpful for those agencies that use the Customer Contracts and Billing modules in conjunction with Project Costing and Grants. There are two situations where this job aid will be useful in correcting the Travel & Expense transactions so they can be billed in SMART.
    DOCX, 382.21 KB

  • How to Write-Off Billing Worksheet Transactions
    Writing-off billing worksheets lines will prevent those transactions from generating an invoice in the Billing module and then passing into Accounts Receivable to create a pending item. It also reverses out the revenue that was recognized from the Customer Contracts module when the transaction was incurred and sent to Billing.
    DOCX, 434.21 KB

  • Adding a new transaction row directly to the Project Costing Transaction List
    When an agency over or under charges for a project-related transaction and it flows through to the billing worksheet, it may become necessary to adjust the amount by manually adding a row to the Transaction List in either a positive or negative amount to net the true amount when both transactions are processed from the billing worksheet together via consolidated invoicing. This method is also used to account for accidental over-draws on previous grant-related transactions.
    DOCX, 639.90 KB

  • Time and Labor to Project Costing Integration Steps
    This job aid provides a high-level outline of the steps to use the Time and Labor/Project Costing integration. The steps on this job aid provide general information on how to set up, utilitze and inactivate the data used for integration.
    DOCX, 141.97 KB

  • Maintaining Source Types, Category, and Subcategory Values
    Project Costing uses transactions to track, analyze, and report on actual and planned project costs. You assign Source Types to individual transactions to identify the transaction's purpose.
    DOCX, 404.39 KB

  • Opening Closed Projects
    This job aid will assist users when a project was closed by mistake and needs to be re-opened.
    DOCX, 301.50 KB

  • Manager Transaction Review
    Manager Transaction Review is a useful tool for tracking costs, billing, and revenue for a project.
    DOCX, 909.85 KB

  • Project Costing Workcenter
    The Project Costing WorkCenter is a useful tool and provides access to several different work pages from one central page.
    DOCX, 977.20 KB

  • Analysis Types
    This is a list of the analysis types with a short description of each type.
    PDF, 243.68 KB

  • Interfund Processing with Projects and Activities - Statuses
    This list provides a description of what will happen when Project Status, Activity Status and Activity Processing Status are 'open', 'frozen' or 'inactive'.
    PDF, 213.58 KB

  • Project Types
    PDF, 213.26 KB