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Streamlining Project Management Workflow with OSP and Accounting Processes

This document outlines the essential workflow process involving OSP and accounting for project management. It highlights steps from contract signing and project number allocation to budget input and validation. Key actions include the assignment of project numbers, establishing accounting records, and utilizing PMDS for budget planning. The process emphasizes collaboration between Project Directors (PD), Management and Associates (MAPs), and accounting teams to ensure a seamless transition of data and effective budget management. Enhance project efficiency with these integrated steps.

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Streamlining Project Management Workflow with OSP and Accounting Processes

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  1. Process Boxes • OSP – contract signed by both parties and requests project number via OSP database • Acct – Assign Project # / PD Notified • Accounting established project in cost point and peoplesoft • Main project downloads to eTime • OSP – Input Complete Contract Info • PD/MAPs provides project break out travel, m&s and labor • OSP inputs project budget provide by PD/MAPs • PD provides final project plan to MAPs • PD enters budget, plan, sub-budgets and sub-plans in PMDS (not everyone uses PMDS – viewed as duplication / redundant) • PD – provides WBS / sub-budgets/charging restrictions/T&M labor setup to accounting • Acct - enter into cost Point • Sub-project download into eTime • All OSP and accounting data download to reporting tables, PMDS • PD / MAPs validate budget setup by green sheets or cost reports

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