International Finance Corporation

Oracle PPM Cloud

Project Portfolio Management Configuration Guide

Author Rachana Mer

Creation Date 5/10/2017
Last Updated By Rachana Mer
Document Version V0.2
Last Updated Date 3/3/2018
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 Convention Recommendation
Business Unit names must follow the following standardCountry ISO Code_Business Type_Company Code_BU
Reference Data Set names must be the same as the BU name appended with Reference Set
Legal Entity name must match the same name as in GoldNet
BU Location names must match naming convention
Inventory Organziation (IO) name must be CompanyName_IO_LocationName_Business
Ledger Name must follow ISO Country Code_LedgerCurrency_Ledger Type
Configurations marked in BLUE will be common/ need design team approval to modify
Configurations marked in GREEN are Open/Completed to each implementation team to modify
Example
Document Title: IFC Fusion Project Portfolio Management Configuration Guide
Current Revision: Version: Release 12 - Date: 10-Mar-2018

Overview
The following document contains the configuration information for the Fusion Project Por

Change History
Version Date Changes
0.1 5/10/2017 Template created - Intial Draft
0.2 3/3/2018 Updated Template for work shop
1.0 5/15/2018 Updated work shopfor CRP1
2.0
3.0
3.1
3.2
3.3
3.4
3.5
3.6
3.7
3.8
3.8.1

Approver Detail
Review # Date Instance / Go-Live
n Guide

configuration information for the Fusion Project Portfolio Management Configurations

Changes Owner
raft Rachana Mer
k shop Rachana Mer
1 Rachana Mer

`
`

Name & Role of Approver Signature

Oracle Fusion Project Portfolio Management Configuration Details

Module Step Description Category

FIN01 Pre-requisite
Manage Location
PPM01 Manage Divisions Workforce Structures
PPM02 Define Department Workforce Structures
PPM03 Manage Jobs Workforce Structures
PPM04 Manage Organization Trees Workforce Structures
PPM05 Manage Project Unit Project Foundation
Manage Project Unit options Project Foundation
PPM06 Manage Project Organization Classifications Project Foundation
PPM07 Project Unit Set Assignment Project Foundation
PPM09 Configure Project Accounting Business Function Project Foundation
PPM10 Submit Process to Maintain Project Organizations Project Foundation
PPM12 Define Project Space Project Foundation
PPM13 Define Project Roles Project Foundation
PPM14 Expenditure Category Project Costing
PPM15 Revenue Category Project Foundation
PPM16 Expenditure Types Project Costing
PPM17 Define Project Costing Project Costing
PPM18 Manage Rate Schedules Project Costing
PPM19 Manage Labor Costing Rules Project Costing
PPM20 Manage Organization Costing Rules Project Costing
PPM21 Manage Planning and Billing Resource Breakdown Structures Project Costing
PPM22 Manage Tranfer Price Project Billing
PPM23 Invoice Format Project Billing
PPM24 Invoie Method Project Billing
PPM25 Revenue Method Project Billing
PPM26 Define Project Billing Project Billing
PPM27 Manage Common CRM Business Unit Profile Options Project Foundation
PPM28 Manage Contract Users Project Billing
PPM29 Specify Customer Contract Management Business Function Properties
Project Billing
PPM30 Manage Burden Schedules Project Foundation
PPM31 Manage Financial Plan Types Project Foundation
PPM32 Manage Project Plan Type Project Foundation
PPM33 Manage Work Types Project Foundation
PPM34 Manage Project Class Categories Project Foundation
PPM35 Manage Project Types Project Foundation
PPM36 Manage Project Role Project Foundation
PPM37 Project Templates
Manage Deliverable Types Project Foundation
PPM38 Project Foundation
PPM39 Schedule Processes Houly Project Foundation
PPM40 Change Module Configuration-PEM Project Foundation
PPM41 Manage Project Resource Management Implementation OptioProject Foundation
PPM42 Manage Target Utilization Percentages Project Foundation
PPM43 Manage Resource Pools Project Foundation
PPM44 Manage Resource Classes Project Foundation
PPM45 Allow People with Fusion Effective Start dates as Project Mem Project Foundation
PPM46 Specify Number of Days to Display People with Terminated As Project Foundation
PPM47 Define Contract Descriptive Flexfields Project Billing
PPM48 Specify Unit of Measure for Invoice Lines Sent to Oracle Fusio Project Billing
PPM49 Schedule process on an hourly basis Project Foundation
PPM50 Manage Oracle Social Network Objects for Project Execution Management
Project Foundation
PPM51 Manage Key Performance Indicators Project Performance Report
AGIS01 Manage Intercompany System Options AGIS
AGIS02 Manage Intercompany Transaction Types AGIS
AGIS03 Manage Intercompany Period Status AGIS
AGIS04 Manage Intercompany Organizations AGIS
AGIS05 Manage Intercompany Customer Supplier Association AGIS
AGIS06 Manage Intercomany Receivables Assignment AGIS
AGIS07 Manage Intercompany Balancing Rules AGIS
SLA01 Manage Mapping Sets Project Foundation
SLA02 Manage Account Rules Project Foundation
SLA03 Manage Subledger Journal Entry Rule Sets: Project Costing Project Foundation
SLA04 Manage Accounting Methods Project Foundation
 Required Completed Config Method Oracle Module Status
Yes WIP Manual FIN

No WIP Manual Global Human Resources Draft

Yes WIP Manual Global Human Resources Draft
Yes WIP Manual Global Human Resources Draft
Yes WIP Manual Global Human Resources Open
Yes WIP Manual PPM Completed
Yes WIP Manual PPM Completed
Yes WIP Manual PPM Open
Yes WIP Manual PPM Completed
Yes WIP Manual PPM Completed
Yes WIP Manual PPM Completed
Yes WIP Manual PPM Draft
No WIP PPM
Yes WIP Manual PPM Pending
Yes WIP Manual PPM Pending
Yes WIP Manual PPM Pending
Yes WIP Manual PPM Draft
Yes WIP Manual PPM Draft
No WIP Manual PPM
No WIP Manual PPM
Yes WIP Manual PPM Draft
No WIP Manual PPM
Yes WIP Manual PPM Draft
Yes WIP Manual PPM Draft
Yes WIP Manual PPM Draft
Yes WIP Manual PPM Draft
Yes WIP Manual PPM Draft
Yes WIP Manual PPM Draft
Yes WIP Manual PPM Draft
Yes Wip Manual PPM Draft
Yes WIP Manual PPM Draft
Yes WIP Manual PPM Draft
Yes WIP Manual PPM Open
Yes WIP Manual PPM Draft
Yes WIP Manual PPM Open
No No Manual PPM
Yes WIP Manual PPM Open
No WIP Manual PPM
Yes WIP Manual PPM Draft
Yes WIP Manual PPM Draft
No WIP Manual PPM
No WIP Manual PPM
No WIP Manual PPM
No WIP Manual PPM
No WIP Manual PPM
No WIP Manual PPM
No WIP Manual PPM
No WIP Manual PPM
Yes WIP Manual PPM Draft
Yes WIP Manual PPM Draft
Yes WIP Manual PPM Draft
Yes WIP Manual AGIS Draft
Yes WIP Manual AGIS Draft
Yes WIP Manual AGIS Draft
Yes WIP Manual AGIS Draft
Yes WIP Manual AGIS Draft
Yes WIP Manual AGIS Draft
Yes WIP Manual AGIS Draft
Yes WIP Manual PPM Draft
Yes WIP Manual PPM Draft
Yes WIP Manual PPM Draft
Yes WIP Manual PPM Draft
 Comments

Take latest changes from reference DB

Take latest changes from reference DB
TBD

Done for all 5 LOVs

Done for all 5 LOVs
Done for AS and AM
Done for all 5 LOVs
Done for all 5 LOVs
Done for all 5 LOVs

Need to check with SAP team: required for mapping

 Home
General Ledger and Receivables should be setup before PPM setup begins. Specific setup st
Sequence
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Step 1 Download Desktop Integration Installer and install the software

Step 2 Check your Excel setup

Ledger and Receivables should be setup before PPM setup begins. Specific setup steps include, but are n
Steps
All PPM related Legal Entities should be setup.
All PPM related Business Units should be setup.
PPM and Contract related functionalities should be enabled in 'Assign Business Unit Business Function' for all PPM related Business Un
COA Segment for company should be assigned in 'Assign Balancing Segment Values to Legal Entities'.
Intercompany customer and supplier should be setup correctly.
Account combination should be imported in advance.
All PPM related Business Units should be enabled and setup for AR.
All PPM related Business Units should be enabled and setup for AP.
Distribution set should be setup on intercompany supplier sites.
All customer sites should be setup with appropriate account reference set, and accounts.
PPM related transaction sources and transaction types should be setup properly and assign to all PPM business units.
ADFDI Setup

nload Desktop Integration Installer and install the software

ck your Excel setup

Go to File -> Options -> Add-Ins to make sure the Add-In is Active
the following:
Responsible Party
GL
GL
GL
GL
GL
GL
AR
AP
AP
AR
AR
 Home
Mange Dapartments Open
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Fina

Note-Refrence "FTS_InstitContact_Extract"
Effective Start date Department Set Dept. Code

01/01/1951 Common Set WLD

01/01/1951 Common Set CEX
01/01/1951 Common Set CCA
01/01/1951 Common Set CAI
01/01/1951 Common Set CHA
01/01/1951 Common Set WFA
01/01/1951 Common Set CAN
01/01/1951 Common Set CGI
01/01/1951 Common Set CLV
01/01/1951 Common Set CLE
01/01/1951 Common Set CDI
01/01/1951 Common Set CCS
01/01/1951 Common Set CSP
01/01/1951 Common Set CES
01/01/1951 Common Set CAM
01/01/1951 Common Set CIO
01/01/1951 Common Set CBR
01/01/1951 Common Set CME
01/01/1951 Common Set CEA
01/01/1951 Common Set CEQ
01/01/1951 Common Set CBC
01/01/1951 Common Set CAF
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01/01/1951 Common Set CSA
01/01/1951 Common Set C3P
01/01/1951 Common Set CEU
01/01/1951 Common Set CXA
01/01/1951 Common Set GGH
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01/01/1951 Common Set GCE
01/01/1951 Common Set CLA
01/01/1951 Common Set CFT
01/01/1951 Common Set CHR
01/01/1951 Common Set CIR
01/01/1951 Common Set FPD
01/01/1951 Common Set CRM
01/01/1951 Common Set CSO
01/01/1951 Common Set CRV
01/01/1951 Common Set CPM
01/01/1951 Common Set GCM
01/01/1951 Common Set DEC
01/01/1951 Common Set CPA
01/01/1951 Common Set CSB
01/01/1951 Common Set CIB
01/01/1951 Common Set CFG
01/01/1951 Common Set CMG
01/01/1951 Common Set CNG
01/01/1951 Common Set GPS
01/01/1951 Common Set GHN
01/01/1951 Common Set CBD
01/01/1951 Common Set GFM
01/01/1951 Common Set GEE
01/01/1951 Common Set GTC
01/01/1951 Common Set GCF
01/01/1951 Common Set GCG
01/01/1951 Common Set CSL
01/01/1951 Common Set CFI
01/01/1951 Common Set CBT
01/01/1951 Common Set CSR
01/01/1951 Common Set CDF
01/01/1951 Common Set CEM
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01/01/1951 Common Set GSP
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01/01/1951 Common Set FCM
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01/01/1951 Common Set GCP
01/01/1951 Common Set CTQ
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01/01/1951 Common Set CWE
01/01/1951 Common Set GCC
01/01/1951 Common Set CDP
01/01/1951 Common Set CRL
01/01/1951 Common Set GCS
01/01/1951 Common Set CAS
01/01/1951 Common Set CHB
01/01/1951 Common Set CCL
01/01/1951 Common Set CIS
01/01/1951 Common Set GPA
01/01/1951 Common Set CRB
01/01/1951 Common Set CGP
01/01/1951 Common Set CTO
01/01/1951 Common Set CRM
01/01/1951 Common Set CUS
01/01/1951 Common Set CIT
01/01/1951 Common Set CST
01/01/1951 Common Set CTT
01/01/1951 Common Set CSI
01/01/1951 Common Set CCE
01/01/1951 Common Set CCM
01/01/1951 Common Set CAO
01/01/1951 Common Set CBF
01/01/1951 Common Set IFM
01/01/1951 Common Set CEI
01/01/1951 Common Set CFS
01/01/1951 Common Set CSS
01/01/1951 Common Set CNP
01/01/1951 Common Set CCC
01/01/1951 Common Set CED
tion projects > IFC Fusion Implementation Project > Project Financial Management > Define Organization Strutures for Project Financial M

Name Internal Address Line

WORLD
Executive Vice President
Compliance Advisor /Ombudsman Vice Presi
Access to Finance Advisory
Human Resources, Communication & Admin
IFC Finance & Accounting - IFC
Office of VP, Asia, E. Europe & MENA
Office of the VP, Global Industries
Vice President & General Counsel
Legal
Development Impact
Corporate Relations Department
Structured and Securitized Products
ES&G Sustain. Advice & Solutions
Asset Management Company
Investment Operations
Business Risk & Compliance
Middle East and North Africa
East Asia and the Pacific
Equity Department
Business Communications & Knowledge Mana
Sub-Saharan Africa
Business Planning and Administration
South Asia
Public Private Partnerships
Europe and Central Asia
Off of VP, Sub-Saharan Afr, LAC & W. Eur
VP,HD Practice Group - IFC
VP,SD Practice Group - IFC
VP,EFI Practice Group - IFC
Latin America and the Caribbean
Office of VP, Finance and Treasurer
Human Resources Department
Investment & Credit Risk
Off of VP, Finl & Private Sector Devel
Risk Management - Istanbul
Special Operations
Credit Review
Portfolio Management
Global Capital Markets Development-IFC
Development Economics & Chief Economist
Partnership & Advisory Serv. Operations
Sustainable Business Advisory Dept
Inclusive Business Development
Global Industry, Financial Markets
Gbl Ind, Manufact, Agribus & Services
Gbl Infrastructure & Natural Resources
GP-CCSA, Vice Presidency - IFC
Health, Nutrition & Population-GP-IFC
Climate Business Department
Finance & Markets - GP - IFC
Energy & Extractives Global Practice-IFC
Trade & Compet - GP -IFC
Frag, Conflict & Viol-CCSA-IFC
Gender-Cross Cutting Solution Area-IFC
Syndicated Loans & Mgmt
Chief Financial Off, Office VP
Corporate Business Technologies
Corp Risk & Sustain, Office of the VP
Donor Funded Investment
Off of VP, ECA & MENA
Office of VP, Asia Pacific
Jobs - Cross Cutting Solution Area - IFC
Global Indicators & Analysis - IFC
Innov, Tech & Ent Prac - IFC
Financial Inclusion Practice - IFC
Capital Markets Practice - IFC
Finan Sys Prac - IFC
PPP - CCSA - IFC
Treasury & Quant Analysis Dept
Treasury Client Solutions Dept
Treasury Market Operations Dept
Western Europe
WBG Climate Change VP - IFC
Development Partner Relations
Regional Leadership
Global Client Services
Cross Cutting Advisory
Business Partnership - HR
Client Leaders
Cross Industry Staff
Global Partnerships
Business Partnership-Corporate Relations
CMU & GPU Coordination
IFC Office - Tokyo
IFC Office - Tokyo
US & Canada Relationship Management
IFC Information & Technology
Corporate Strategy & Resources
TMT, Venture Capital & Funds
Strategic Investments Department
Chief Economist
Change Management Department
Chief Administrative Officer
Blended Finance Unit
IFC Corporate Insurance
Independent Evaluation Group-IFC
Risk & Financial Sustainability
Corporate Strategy
New Business & Portfolio Mgt
Client Services Coordination
Economics & Private Sector Develop
nt > Define Organization Strutures for Project Financial Management > Define Workforce Structures for Project Financial Management

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es for Project Financial Management

Action Reason Location Set

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Location Code Reporting Name Manager Person Record Identifier
Number

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Company Value Set Name Company Cost Center Cost Center Cost Work Start Work End Standard
ID Value Set ID Center Time Time Working
Name Manager Hours

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 Home
Mange Division Open
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > P
Workforce Structures for Project Financial Management

*Effective Start date Div. Code Dept. Code

01/01/1951 CEX VP
01/01/1951 CCA VP
01/01/1951 CCA CF
01/01/1951 CCA DF
01/01/1951 CAI SM
01/01/1951 WFA VP
01/01/1951 WFA PR
01/01/1951 WFA AP
01/01/1951 WFA FR
01/01/1951 WFA FO
01/01/1951 WFA LO
01/01/1951 WFA TR
01/01/1951 WFA IA
01/01/1951 WFA CA
01/01/1951 WFA IC
01/01/1951 WFA EC
01/01/1951 WFA RA
01/01/1951 CLE GC
01/01/1951 CLE AS
01/01/1951 CLE D1
01/01/1951 CLE D2
01/01/1951 CLE L2
01/01/1951 CLE AF
01/01/1951 CLE A1
01/01/1951 CLE NG
01/01/1951 CLE DC
01/01/1951 CLE FG
01/01/1951 CLE MG
01/01/1951 CLE BG
01/01/1951 CLE M3
01/01/1951 CLE BD
01/01/1951 CLE S2
01/01/1951 CLE SO
01/01/1951 CLE KM
01/01/1951 CLE S3
01/01/1951 CLE AD
01/01/1951 CLE LR
01/01/1951 CLE VP
01/01/1951 CCS DR
01/01/1951 CCS C3
01/01/1951 CCS EC
01/01/1951 CCS BM
01/01/1951 CCS IN
01/01/1951 CCS PG
01/01/1951 CES AD
01/01/1951 CES CG
01/01/1951 CES I1
01/01/1951 CES I2
01/01/1951 CES SF
01/01/1951 CES I3
01/01/1951 CES GP
01/01/1951 CES DR
01/01/1951 CES SK
01/01/1951 CES AC
01/01/1951 CES I4
01/01/1951 CES LA
01/01/1951 CES ME
01/01/1951 CES SA
01/01/1951 CES AF
01/01/1951 CES EA
01/01/1951 CES EU
01/01/1951 CES E1
01/01/1951 CES E2
01/01/1951 CES SI
01/01/1951 CES IG
01/01/1951 CES E4
01/01/1951 CES E6
01/01/1951 CES ES
01/01/1951 CES GS
01/01/1951 CAM VP
01/01/1951 CAM GF
01/01/1951 CAM CE
01/01/1951 CAM SF
01/01/1951 CAM CF
01/01/1951 CAM AF
01/01/1951 CAM CC
01/01/1951 CAM IN
01/01/1951 CAM MN
01/01/1951 CAM FI
01/01/1951 CAM AS
01/01/1951 CAM LC
01/01/1951 CAM CM
01/01/1951 CAM WF
01/01/1951 CBR CD
01/01/1951 CBR BS
01/01/1951 CBR CI
01/01/1951 CBR PS
01/01/1951 CBR CA
01/01/1951 CME DR
01/01/1951 CME EC
01/01/1951 CME UD
01/01/1951 CME AA
01/01/1951 CME PI
01/01/1951 CME PK
01/01/1951 CME JA
01/01/1951 CME LB
01/01/1951 CME MR
01/01/1951 CME YS
01/01/1951 CME WJ
01/01/1951 CME AS
01/01/1951 CME SB
01/01/1951 CME CS
01/01/1951 CME IB
01/01/1951 CME TT
01/01/1951 CME AK
01/01/1951 CME SR
01/01/1951 CEA AS
01/01/1951 CEA SG
01/01/1951 CEA R7
01/01/1951 CEA R8
01/01/1951 CEA DR
01/01/1951 CEA OT
01/01/1951 CEA SB
01/01/1951 CEA 10
01/01/1951 CEA R1
01/01/1951 CEA R6
01/01/1951 CEA R2
01/01/1951 CEA R4
01/01/1951 CEA R3
01/01/1951 CEA HK
01/01/1951 CEA SY
01/01/1951 CEA CG
01/01/1951 CEA CB
01/01/1951 CEA UA
01/01/1951 CEA OM
01/01/1951 CEA OC
01/01/1951 CEA OG
01/01/1951 CEA OI
01/01/1951 CEA OP
01/01/1951 CEA OH
01/01/1951 CEA DF
01/01/1951 CEA PH
01/01/1951 CEA PM
01/01/1951 CEA PD
01/01/1951 CEA AM
01/01/1951 CEA R9
01/01/1951 CEA AD
01/01/1951 CEA C1
01/01/1951 CEA C2
01/01/1951 CEA ID
01/01/1951 CEA IN
01/01/1951 CEA IM
01/01/1951 CEA IB
01/01/1951 CEA IJ
01/01/1951 CEA IA
01/01/1951 CEA PP
01/01/1951 CEA MF
01/01/1951 CEA MH
01/01/1951 CEA MC
01/01/1951 CEA MV
01/01/1951 CEA OY
01/01/1951 CEA MA
01/01/1951 CEA OS
01/01/1951 CEA CE
01/01/1951 CEA CF
01/01/1951 CBC DR
01/01/1951 CBC CF
01/01/1951 CBC IR
01/01/1951 CBC DM
01/01/1951 CBC D3
01/01/1951 CBC IB
01/01/1951 CBC IM
01/01/1951 CBC D2
01/01/1951 CBC D1
01/01/1951 CBC RM
01/01/1951 CBC TL
01/01/1951 CBC IA
01/01/1951 CAF MZ
01/01/1951 CAF DR
01/01/1951 CAF AD
01/01/1951 CAF J3
01/01/1951 CAF SB
01/01/1951 CAF BF
01/01/1951 CAF ML
01/01/1951 CAF TZ
01/01/1951 CAF ZM
01/01/1951 CAF AL
01/01/1951 CAF E1
01/01/1951 CAF W5
01/01/1951 CAF W1
01/01/1951 CAF W4
01/01/1951 CAF E4
01/01/1951 CAF W2
01/01/1951 CAF WO
01/01/1951 CAF EO
01/01/1951 CAF E5
01/01/1951 CAF E6
01/01/1951 CAF W9
01/01/1951 CAF E8
01/01/1951 CAF AF
01/01/1951 CAF CS
01/01/1951 CAF CM
01/01/1951 CAF XA
01/01/1951 CAF WG
01/01/1951 CAF S1
01/01/1951 CAF W3
01/01/1951 CAF E7
01/01/1951 CAF W7
01/01/1951 CAF W8
01/01/1951 CAF CH
01/01/1951 CAF CK
01/01/1951 CBA DR
01/01/1951 CBA AP
01/01/1951 CBA AS
01/01/1951 CBA BF
01/01/1951 CBA FA
01/01/1951 CBA FM
01/01/1951 CBA FP
01/01/1951 CBA CR
01/01/1951 CBA FS
01/01/1951 CBA MS
01/01/1951 CBA PC
01/01/1951 CBA RM
01/01/1951 CBA DG
01/01/1951 CSA R9
01/01/1951 CSA DR
01/01/1951 CSA SB
01/01/1951 CSA AS
01/01/1951 CSA R6
01/01/1951 CSA AD
01/01/1951 CSA OB
01/01/1951 CSA AP
01/01/1951 CSA R1
01/01/1951 CSA R3
01/01/1951 CSA R4
01/01/1951 CSA R5
01/01/1951 CSA BI
01/01/1951 CSA OT
01/01/1951 CSA OI
01/01/1951 CSA OS
01/01/1951 CSA ON
01/01/1951 CSA DP
01/01/1951 CSA VN
01/01/1951 CSA BW
01/01/1951 CSA SF
01/01/1951 CSA R8
01/01/1951 CEU IN
01/01/1951 CEU BL
01/01/1951 CEU DR
01/01/1951 CEU PK
01/01/1951 CEU TG
01/01/1951 CEU TA
01/01/1951 CEU B1
01/01/1951 CEU BF
01/01/1951 CEU PO
01/01/1951 CEU BH
01/01/1951 CEU MA
01/01/1951 CEU PM
01/01/1951 CEU KO
01/01/1951 CEU RU
01/01/1951 CEU TR
01/01/1951 CEU TB
01/01/1951 CEU TU
01/01/1951 CEU AC
01/01/1951 CEU AZ
01/01/1951 CEU KZ
01/01/1951 CEU UZ
01/01/1951 CEU TJ
01/01/1951 CEU KG
01/01/1951 CEU AS
01/01/1951 CEU SB
01/01/1951 CEU BB
01/01/1951 CEU BK
01/01/1951 CEU BT
01/01/1951 CEU BG
01/01/1951 CEU BP
01/01/1951 CEU C1
01/01/1951 CEU C2
01/01/1951 CEU TK
01/01/1951 CEU TZ
01/01/1951 CEU TT
01/01/1951 CEU TE
01/01/1951 CEU TN
01/01/1951 CEU SE
01/01/1951 CEU SR
01/01/1951 CEU BU
01/01/1951 CEU AL
01/01/1951 CEU RO
01/01/1951 CEU OC
01/01/1951 CEU HR
01/01/1951 CEU FO
01/01/1951 CEU FA
01/01/1951 CEU CR
01/01/1951 CEU AD
01/01/1951 GGH VP
01/01/1951 GGS VP
01/01/1951 GCE VP
01/01/1951 CLA CO
01/01/1951 CLA RJ
01/01/1951 CLA EC
01/01/1951 CLA DR
01/01/1951 CLA BO
01/01/1951 CLA SP
01/01/1951 CLA AR
01/01/1951 CLA MX
01/01/1951 CLA DH
01/01/1951 CLA PU
01/01/1951 CLA SC
01/01/1951 CLA SB
01/01/1951 CLA AS
01/01/1951 CLA PA
01/01/1951 CHR AM
01/01/1951 CHR DR
01/01/1951 CHR AS
01/01/1951 CHR CS
01/01/1951 CHR TA
01/01/1951 CHR LD
01/01/1951 CHR SD
01/01/1951 CHR SL
01/01/1951 CHR HL
01/01/1951 CHR CE
01/01/1951 CHR GR
01/01/1951 CHR ES
01/01/1951 CHR PM
01/01/1951 CHR CI
01/01/1951 CHR PR
01/01/1951 CHR WP
01/01/1951 CHR IN
01/01/1951 CHR CR
01/01/1951 CHR EV
01/01/1951 CHR CB
01/01/1951 CHR SO
01/01/1951 CHR PE
01/01/1951 CHR DL
01/01/1951 CHR CF
01/01/1951 CIR DR
01/01/1951 CIR EA
01/01/1951 CIR EM
01/01/1951 CIR LA
01/01/1951 CIR AF
01/01/1951 CIR CT
01/01/1951 CIR IC
01/01/1951 CIR IN
01/01/1951 CSO DR
01/01/1951 CSO BO
01/01/1951 CSO EA
01/01/1951 CSO EM
01/01/1951 CSO HQ
01/01/1951 CSO BK
01/01/1951 CPM DR
01/01/1951 CPM GE
01/01/1951 CPM OS
01/01/1951 CPM GD
01/01/1951 DEC VP
01/01/1951 DEC SI
01/01/1951 DEC SN
01/01/1951 DEC EA
01/01/1951 DEC OT
01/01/1951 DEC DB
01/01/1951 DEC IG
01/01/1951 DEC MR
01/01/1951 DEC WL
01/01/1951 CFG DR
01/01/1951 CFG GA
01/01/1951 CFG SB
01/01/1951 CFG EQ
01/01/1951 CFG MI
01/01/1951 CFG AM
01/01/1951 CFG CM
01/01/1951 CFG HF
01/01/1951 CFG IF
01/01/1951 CFG CC
01/01/1951 CFG KM
01/01/1951 CFG BR
01/01/1951 CFG AB
01/01/1951 CFG MF
01/01/1951 CFG PO
01/01/1951 CFG AG
01/01/1951 CFG S7
01/01/1951 CFG S4
01/01/1951 CFG A1
01/01/1951 CFG A6
01/01/1951 CFG LA
01/01/1951 CFG A7
01/01/1951 CFG A3
01/01/1951 CFG DF
01/01/1951 CFG AH
01/01/1951 CFG SM
01/01/1951 CFG IN
01/01/1951 CFG BW
01/01/1951 CFG AD
01/01/1951 CFG ST
01/01/1951 CFG BF
01/01/1951 CFG T3
01/01/1951 CFG DM
01/01/1951 CFG AF
01/01/1951 CFG AS
01/01/1951 CFG S5
01/01/1951 CFG S6
01/01/1951 CFG EM
01/01/1951 CFG S9
01/01/1951 CFG F8
01/01/1951 CFG S8
01/01/1951 CFG BD
01/01/1951 CFG PD
01/01/1951 CFG TF
01/01/1951 CFG TS
01/01/1951 CFG FF
01/01/1951 CFG AW
01/01/1951 CFG AE
01/01/1951 CFG AC
01/01/1951 CFG AI
01/01/1951 CFG AT
01/01/1951 CFG AP
01/01/1951 CMG DR
01/01/1951 CMG SF
01/01/1951 CMG EQ
01/01/1951 CMG CC
01/01/1951 CMG AF
01/01/1951 CMG MF
01/01/1951 CMG CS
01/01/1951 CMG PO
01/01/1951 CMG FS
01/01/1951 CMG LA
01/01/1951 CMG GL
01/01/1951 CMG 6M
01/01/1951 CMG M3
01/01/1951 CMG A3
01/01/1951 CMG P8
01/01/1951 CMG P9
01/01/1951 CMG M1
01/01/1951 CMG A1
01/01/1951 CMG P4
01/01/1951 CMG P5
01/01/1951 CMG A6
01/01/1951 CMG SA
01/01/1951 CMG EM
01/01/1951 CMG A7
01/01/1951 CMG T7
01/01/1951 CMG P7
01/01/1951 CMG AS
01/01/1951 CMG C1
01/01/1951 CMG PM
01/01/1951 CMG S1
01/01/1951 CMG S3
01/01/1951 CMG S6
01/01/1951 CMG S7
01/01/1951 CMG SB
01/01/1951 CMG GA
01/01/1951 CMG M7
01/01/1951 CMG TR
01/01/1951 CMG VI
01/01/1951 CMG PH
01/01/1951 CMG H6
01/01/1951 CNG DR
01/01/1951 CNG SF
01/01/1951 CNG MI
01/01/1951 CNG PW
01/01/1951 CNG IV
01/01/1951 CNG OG
01/01/1951 CNG TR
01/01/1951 CNG PO
01/01/1951 CNG ES
01/01/1951 CNG WM
01/01/1951 CNG SD
01/01/1951 CNG LA
01/01/1951 CNG GL
01/01/1951 CNG P4
01/01/1951 CNG P5
01/01/1951 CNG AV
01/01/1951 CNG S4
01/01/1951 CNG S5
01/01/1951 CNG S6
01/01/1951 CNG SI
01/01/1951 CNG P6
01/01/1951 CNG FV
01/01/1951 CNG S9
01/01/1951 CNG F8
01/01/1951 CNG P3
01/01/1951 CNG EV
01/01/1951 CNG P7
01/01/1951 CNG S7
01/01/1951 CNG EM
01/01/1951 CNG AF
01/01/1951 CNG AS
01/01/1951 CNG AE
01/01/1951 CNG GA
01/01/1951 CNG NR
01/01/1951 CNG UP
01/01/1951 CNG AN
01/01/1951 GPS VP
01/01/1951 GHN DR
01/01/1951 CBD DR
01/01/1951 CBD CF
01/01/1951 CBD SB
01/01/1951 CBD PT
01/01/1951 CBD AS
01/01/1951 CBD CA
01/01/1951 CBD EB
01/01/1951 CBD EF
01/01/1951 CBD ET
01/01/1951 CBD FA
01/01/1951 CBD GE
01/01/1951 CBD CD
01/01/1951 CBD ED
01/01/1951 CBD FD
01/01/1951 CBD GD
01/01/1951 GFM DR
01/01/1951 GFM D1
01/01/1951 GFM AS
01/01/1951 GFM CM
01/01/1951 GFM D2
01/01/1951 GFM 9
01/01/1951 GFM AR
01/01/1951 GFM 1
01/01/1951 GFM 6
01/01/1951 GFM 4
01/01/1951 GFM 5
01/01/1951 GFM 3
01/01/1951 GFM 2
01/01/1951 GFM FF
01/01/1951 GFM MR
01/01/1951 GFM 2A
01/01/1951 GFM OS
01/01/1951 GFM 2B
01/01/1951 GFM 1A
01/01/1951 GFM 3A
01/01/1951 GFM SO
01/01/1951 GEE DR
01/01/1951 GTC DR
01/01/1951 GTC AA
01/01/1951 GTC EU
01/01/1951 GTC A1
01/01/1951 GTC D1
01/01/1951 GTC A2
01/01/1951 GTC PA
01/01/1951 GTC D2
01/01/1951 GTC D3
01/01/1951 GTC D4
01/01/1951 GTC OS
01/01/1951 GTC EE
01/01/1951 GTC LA
01/01/1951 GTC SA
01/01/1951 GTC AF
01/01/1951 GTC EA
01/01/1951 GTC CS
01/01/1951 GTC TC
01/01/1951 GTC IC
01/01/1951 GTC ME
01/01/1951 GTC IE
01/01/1951 GCF DR
01/01/1951 GCF CI
01/01/1951 GCG DR
01/01/1951 CSL DR
01/01/1951 CSL AC
01/01/1951 CSL EM
01/01/1951 CSL CU
01/01/1951 CSL AS
01/01/1951 CSL IO
01/01/1951 CFI VP
01/01/1951 GSP JB
01/01/1951 GCP DR
01/01/1951 GCP PP
01/01/1951 CTQ DR
01/01/1951 CTQ LC
01/01/1951 CTQ FS
01/01/1951 CTC DR
01/01/1951 CTC AS
01/01/1951 CTC LA
01/01/1951 CTC GS
01/01/1951 CTC EM
01/01/1951 CTM DR
01/01/1951 CTM LM
01/01/1951 CTM CM
01/01/1951 CTM FU
01/01/1951 CWE DR
01/01/1951 CWE FR
01/01/1951 CWE LO
01/01/1951 CWE PA
01/01/1951 CWE BR
01/01/1951 CWE VI
01/01/1951 GCC SB
01/01/1951 GCC SA
01/01/1951 GCC PF
01/01/1951 CDP DR
01/01/1951 CDP PR
01/01/1951 CDP UC
01/01/1951 CRL RL
01/01/1951 CAS DR
01/01/1951 CAS XI
01/01/1951 CAS EE
01/01/1951 CAS GB
01/01/1951 CAS FM
01/01/1951 CAS P1
01/01/1951 CAS P4
01/01/1951 CAS PE
01/01/1951 CAS P5
01/01/1951 CAS P6
01/01/1951 CAS P7
01/01/1951 CAS P9
01/01/1951 CAS PA
01/01/1951 CAS CF
01/01/1951 CAS PH
01/01/1951 CAS PL
01/01/1951 CAS PM
01/01/1951 CAS PP
01/01/1951 CAS WB
01/01/1951 CAS WR
01/01/1951 CAS PS
01/01/1951 CAS SC
01/01/1951 CAS PU
01/01/1951 CAS RS
01/01/1951 CAS SB
01/01/1951 CAS SU
01/01/1951 CAS TF
01/01/1951 CCL IC
01/01/1951 CCL CE
01/01/1951 CCL CC
01/01/1951 CCL SI
01/01/1951 GPA VP
01/01/1951 CGP GC
01/01/1951 CGP MP
01/01/1951 CTO DR
01/01/1951 CRM DR
01/01/1951 CRM EM
01/01/1951 CRM EP
01/01/1951 CRM ER
01/01/1951 CRM MO
01/01/1951 CRM IM
01/01/1951 CRM IP
01/01/1951 CRM TM
01/01/1951 CRM TP
01/01/1951 CRM TR
01/01/1951 CRM MF
01/01/1951 CRM CA
01/01/1951 CRM EQ
01/01/1951 CRM SD
01/01/1951 CRM BC
01/01/1951 CIT DR
01/01/1951 CIT BT
01/01/1951 CIT SQ
01/01/1951 CIT MO
01/01/1951 CIT CS
01/01/1951 CIT OP
01/01/1951 CIT BI
01/01/1951 CIT GV
01/01/1951 CST VP
01/01/1951 CTT DR
01/01/1951 CTT VI
01/01/1951 CTT TT
01/01/1951 CTT PE
01/01/1951 CTT FT
01/01/1951 CTT AM
01/01/1951 CTT TP
01/01/1951 CTT AS
01/01/1951 CBF VP
01/01/1951 CBF DR
01/01/1951 CBF SM
01/01/1951 CBF NP
01/01/1951 IFM CI
01/01/1951 CEI EG
01/01/1951 CFS VP
01/01/1951 CSS DR
01/01/1951 CSS IS
01/01/1951 CSS SP
01/01/1951 CNP VP
01/01/1951 CCC DR
01/01/1951 CCC BC
01/01/1951 CCC KL
01/01/1951 CED VP
ation projects > IFC Fusion Implementation Project > Project Financial Management > Define Organization Strutures for Project Financi

*Name Internal *Status Type Action Location

Address Line Reason

Office of Executive Vice President Active IFC HQ

Compliance Advisor/Ombudsman Vice Presid IFC HQ
CAO Compliance Function IFC HQ
CAO Dispute Function IFC HQ
SMEs & Businesses IFC HQ
WBG Finance & Accounting - IFC IFC HQ
Portfolio Review IFC HQ
Accounting Policy IFC HQ
Financial Reporting IFC HQ
WBG Financial Operations IFC HQ
Loan Operations IFC HQ
Treasury Support Operations IFC HQ
Invest Accounting Review Service IFC HQ
Corporate Accounting & Reporting IFC HQ
Internal Controls IFC HQ
Equity & Custody Operations IFC HQ
Reporting & Analysis IFC HQ
Office of the General Counsel IFC HQ
Advisory Services - Legal IFC HQ
Legal-1 IFC HQ
Legal-2 IFC HQ
Legal-LAC IFC HQ
Legal-Africa IFC HQ
Legal-Asia IFC HQ
Legal-Infr & Natural Res Glb IFC HQ
Legal IFC HQ
Legal - Financial Markets Global IFC HQ
Legal - Manu, Agri & Soc Srv Glb IFC HQ
Legal - Climate Global IFC HQ
Legal-EMENA IFC HQ
CLED-Budget IFC HQ
Mgr FIG, Treasury, CSO & Admin. IFC HQ
Legal-Special Operations IFC HQ
CLED-Knowledge Management IFC HQ
Practices AMC, Mob, Eq, Clim, TF IFC HQ
Admin & Corporate Legal Matters IFC HQ
Legal Records IFC HQ
Legal, Compl. Risk & ESG Sust IFC HQ
Communication Services IFC HQ
Corporate Relations - Istanbul IFC HQ
External Communications IFC HQ
Brand Marketing IFC HQ
Internal Communications IFC HQ
Pangea IFC HQ
E&S Advisory Services Support IFC HQ
Corporate Governance IFC HQ
Invest Support Group 1 - Asia Pacific IFC HQ
Investment Support Group - CLA IFC HQ
Investment Support-Service Fee IFC HQ
Invest Support Group III - EMENA IFC HQ
Corporate Goverance Product IFC HQ
ES&G Sustain. Advice & Solutions IFC HQ
Sustainability Knowledge and Learning IFC HQ
Advisory Content IFC HQ
Investment Support Group - CAF IFC HQ
Corporate Governance AS Region 3 - LAC IFC HQ
Corporate Governance AS Region 2 - MENA IFC HQ
CG AS Region 5 - South Asia IFC HQ
CG AS Region 1 - Africa IFC HQ
CG AS Region 4 - East Asia IFC HQ
CG AS Region 6 - Europe IFC HQ
E & S Advisory Services - East Asia IFC HQ
E&S Advisory Services - South Asia IFC HQ
CRK-Strategic Initiatives IFC HQ
E&S Global Investment Support IFC HQ
E&S AS - MENA Region IFC HQ
E&S AS - Africa Region IFC HQ
Environment, Social & Governance IFC HQ
Governance Solutions Program IFC HQ
AMC Services IFC HQ
GEM Fund IFC HQ
Asset Management Company IFC HQ
AMC - Sovereign Fund IFC HQ
AMC-Capitalization Fund IFC HQ
AMC - Africa CapFund IFC HQ
AMC - Climate Change Fund IFC HQ
AMC - Infrastructure Fund IFC HQ
AMC - Middle East & North Africa CapFund IFC HQ
FIG Fund IFC HQ
Asia Fund IFC HQ
AMC - Latin American & Caribbean CapFund IFC HQ
C-M Fund IFC HQ
AMC -Womens Fund IFC HQ
Business Risk & Compliance IFC HQ
Business Standards IFC HQ
Conflicts & Integrity IFC HQ
Policies & Procedures IFC HQ
Compliance Audit IFC HQ
MENA Regional Department IFC HQ
IFC Office - Cairo IFC HQ
IFC Office - Dubai IFC HQ
IFC Office - Algiers IFC HQ
IFC Office - Islamabad IFC HQ
IFC Office - Karachi IFC HQ
IFC Office - Amman IFC HQ
IFC Office - Beirut IFC HQ
IFC Office - Rabat IFC HQ
IFC Office - Sana'a IFC HQ
IFC Office - WB&G (Jerusalem) IFC HQ
Advisory Services - MENA IFC HQ
BL - SBA - MENA IFC HQ
CME Strategy IFC HQ
IFC Office - Baghdad (Iraq) IFC HQ
IFC Office - Tunis IFC HQ
IFC Office - Kabul IFC HQ
IFC Office - Riyadh IFC HQ
Advisory Services - EAP IFC HQ
IFC Office - Singapore IFC HQ
IFC Office - Phnom Penh IFC HQ
IFC Office - Vientiane IFC HQ
CEA Regional Department IFC HQ
Thailand AS IFC HQ
EAP Advisory Service - SBA BL IFC HQ
IFC Office - Seoul IFC HQ
Regional Mission in Manila IFC HQ
Resident Mission in Jakarta IFC HQ
Regional Mission in Bangkok IFC HQ
IFC Office - Beijing IFC HQ
Regional Mission in Hanoi IFC HQ
Regional Mission in Hong Kong IFC HQ
IFC Office - Sydney IFC HQ
China CG Program - UB (China) IFC HQ
China BEE Program - Beijing IFC HQ
Mongolia Advisory Services IFC HQ
CEA AS Admin Unit - Mekong IFC HQ
CEA AS Admin Unit - China IFC HQ
CEA AS Admin Unit - Mongolia IFC HQ
CEA AS Admin Unit - Indonesia IFC HQ
CEA AS Admin Unit - Pacific IFC HQ
CEA AS Admin Unit - Philippines IFC HQ
East Asia & Pacific-Front Office IFC HQ
Philippines Advisory Services IFC HQ
PEP Philippines - Manila IFC HQ
PEP Philippines - Davao IFC HQ
EAP Advisory Mainstreamed Unit IFC HQ
IFCC Office - Yangon (Myanmar) IFC HQ
EAP Advisory Management/Overhead IFC HQ
IFC Office - Ho Chi Minh City IFC HQ
Reach - Mongolia IFC HQ
PENSA-Main Office IFC HQ
Indonesia AS Forestry IFC HQ
Indonesia AS Agribusiness IFC HQ
Indonesia AS Infra IFC HQ
Indonesia AS IC IFC HQ
PEP Aceh/Nias-Indonesia IFC HQ
Pacific Advisory Services IFC HQ
Mekong Project Development Facility-MPDF IFC HQ
MPDF-Hanoi IFC HQ
MPDF-Ho Chi Minh City IFC HQ
MPDF-Vientiane IFC HQ
Myanmar AS IFC HQ
IFC Office - Malaysia IFC HQ
CEA AS Admin Unit - Singapore IFC HQ
CHUEE Program IFC HQ
China Advisory Services IFC HQ
Business Comm & KM IFC HQ
Country Framework Engagement IFC HQ
IFC Research IFC HQ
IFC Modeling team IFC HQ
Dev Impact: Group 3 IFC HQ
Inclusive Business Models IFC HQ
Inclusive Business Models Platform IFC HQ
Dev Impact: Group 2 IFC HQ
Devl Impact: Group 1 IFC HQ
Results Measurement IFC HQ
Thought Leadership unit IFC HQ
IB: Asia IFC HQ
SME Initiative - Maputo IFC HQ
CAF Regional Department IFC HQ
Africa Advisory Services IFC HQ
PEP Africa - SBA Bus Line - ESS IFC HQ
PEP Africa -SBA Bus Line IFC HQ
IFC Office - Ouagadougou IFC HQ
IFC Office - Bamako IFC HQ
IFC Office - Dar es Salaam IFC HQ
IFC Office - Lusaka IFC HQ
AS Africa Leadership IFC HQ
IFC Office - Nairobi IFC HQ
IFC Office - Lagos IFC HQ
IFC Office - Abidjan IFC HQ
IFC Office - Douala IFC HQ
IFC Office - Johannesburg IFC HQ
IFC Office - Accra IFC HQ
Western & Central Africa Hub IFC HQ
Eastern and Southern Africa Hub IFC HQ
IFC Office - Maputo IFC HQ
IFC Office - Antananarivo IFC HQ
IFC Office - Bangui IFC HQ
IFC Office - Addis Ababa IFC HQ
PEP Africa -Johannesburg IFC HQ
PEP Africa - FCS Initiative IFC HQ
SME Solution Ctr-Antananarivo IFC HQ
Africa Management Services Company-AMSCO IFC HQ
IFC Office - Conakry (Guinea) IFC HQ
FCS Africa BB IFC HQ
IFC Office: Dakar IFC HQ
IFC Office - Kinshasa, DRC IFC HQ
IFC Office - Monrovia, Liberia IFC HQ
IFC Office - Free Town, Sierra Leone IFC HQ
Africa SME Programs - Dakar IFC HQ
SME Solution Center: Nairobi IFC HQ
Budget & Business Administration IFC HQ
Administration Processing IFC HQ
BP AS Unit IFC HQ
Central Overheads IFC HQ
Facilities & Administration IFC HQ
Facilities Management IFC HQ
Finance & Strategic Partnerships IFC HQ
IFC Corporate Responsibility IFC HQ
Reporting & Analytics IFC HQ
IFC Management Secretariat IFC HQ
IFC Procurement Coordination Unit IFC HQ
Resource Mgt & Strategic Align IFC HQ
IFC Data Governance Office IFC HQ
Kolkata Representative office IFC HQ
CSA Regional Department IFC HQ
South Asia: SBA BL IFC HQ
South Asia Advisory Services IFC HQ
Bhutan Representative office IFC HQ
South Asia: Management/Overheads IFC HQ
Overheads Bangladesh IFC HQ
India Advisory Programs IFC HQ
South Asia Division IFC HQ
Bangladesh Representative Office IFC HQ
Mumbai Representative Office IFC HQ
Sri Lanka Representative Office IFC HQ
Bangladesh Inv. Climate Fund-Dhaka(BICF) IFC HQ
Overheads Bhutan IFC HQ
Overheads India IFC HQ
Overheads Sri Lanka IFC HQ
Overheads: Nepal IFC HQ
South Asia Ent. Dev. Facility IFC HQ
IFC Venture IFC HQ
Bangladesh Water PaCT IFC HQ
Sri Lanka Facility: Colombo IFC HQ
Nepal Representative Office IFC HQ
Infrastruture Business Development - CEU IFC HQ
SECA/PEP SE-Bosnia-Herzeg. Banja Luka IFC HQ
CEU Regional Department IFC HQ
IFC Office - Kiev IFC HQ
Trust Funds - Georgia IFC HQ
Trust Funds - Armenia IFC HQ
IFC Office - Minsk IFC HQ
Southeast Europe Enterprise Dev.-SEED IFC HQ
IFC Office - Warsaw IFC HQ
IFC Office - Sarajevo (Bosnia) IFC HQ
FC Office - Skopje (Macedonia) IFC HQ
ECA AS Prog Mgmt & Support IFC HQ
IFC office - Pristina (Kosovo)) IFC HQ
IFC Office - Moscow IFC HQ
Trust Funds - Russia IFC HQ
Trust Funds - Belarus IFC HQ
Trust Funds - Ukraine IFC HQ
Central Asia Div-CEU IFC HQ
IFC Office - Baku (Azerbaijan) IFC HQ
IFC Office - Alma-Aty IFC HQ
IFC Office - Tashkent IFC HQ
IFC Office - Dushanbe IFC HQ
IFC Office-Bishkek IFC HQ
Advisory Services - ECA IFC HQ
BL - SBA - ECA IFC HQ
ECA AS-Sarajevo IFC HQ
ECA AS-Macedonia IFC HQ
ECA AS-Albania IFC HQ
ECA AS-Serbia IFC HQ
ECA AS-Pristina IFC HQ
IFC Office - Yerevan IFC HQ
IFC Office - Tbilisi IFC HQ
Trust Funds - Kyrgyzstan IFC HQ
Trust Funds - Uzbekistan IFC HQ
Trust Funds - Tajikistan IFC HQ
Trust Funds - Azerbaijan IFC HQ
Kazahstan - TA IFC HQ
South Europe Division - CEU IFC HQ
IFC Office - Belgrade IFC HQ
IFC Office - Sofia (Bulgaria) IFC HQ
IFC Office - Albania IFC HQ
IFC Office - Bucharest (Romania) IFC HQ
Istanbul Operations Center Overheads IFC HQ
Istanbul - Human Resources IFC HQ
Turkey - IOC Front Office IFC HQ
Istanbul - Finance & Accounting IFC HQ
Istanbul Ops Ctr - Corp Relat IFC HQ
Istanbul - Administration and Support IFC HQ
VP,HD Practice Group - IFC IFC HQ
VP,SD Practice Group - IFC IFC HQ
VP,EFI Practice Group - IFC IFC HQ
IFC Regional Office - Bogota IFC HQ
IFC Office- Rio de Janeiro IFC HQ
IFC Office - Guyana & Eastern Caribbean IFC HQ
LAC Regional Department IFC HQ
IFC Office - La Paz IFC HQ
IFC Office - Sao Paulo IFC HQ
IFC Regional Office - Buenos Aires IFC HQ
IFC Regional Office - Mexico City IFC HQ
IFC Office - Santo Domingo (HT & DO) IFC HQ
IFC Office - Lima IFC HQ
Strategy and Coordination IFC HQ
LAC AS: Sust. Business Advisory IFC HQ
Advisory Services - LAC IFC HQ
IFC Office - Panama City(Panama) IFC HQ
AMC SLA IFC HQ
Human Resources Department - IFC IFC HQ
HR Advisory Services IFC HQ
Client Services IFC HQ
Talent Acquisition - IFC IFC HQ
Leadership & Mgt Development IFC HQ
Staff Development IFC HQ
Special Leave IFC HQ
HR & LEGAL SLA IFC HQ
IFC Central Programs IFC HQ
Global Mobility - IFC IFC HQ
Staff Exchange IFC HQ
HR Programs IFC HQ
Corporative Initiative IFC HQ
Performance and Rewards - IFC IFC HQ
Workforce Planning IFC HQ
HR Cross Cutting Initiatives IFC HQ
Conflict Resolution IFC HQ
Cairo Evacuation IFC HQ
Comp & Benefits - IFC IFC HQ
Strtgy, Diversity & Op - IFC IFC HQ
Policy & Engagement - IFC IFC HQ
Staff Devel & Learning-IFC IFC HQ
Corporate Settlement IFC HQ
Investment & Credit Risk IFC HQ
Invest Credit & Insurance Asia IFC HQ
Invest Credit & Insurance EMENA IFC HQ
Invest Credit & Insurance - LAC IFC HQ
Invest Credit & Insurance - CAF IFC HQ
Credit Training IFC HQ
Investment Credit IFC HQ
Insurance IFC HQ
Special Operations IFC HQ
CSO - Strat, Port, B Ofice & KM IFC HQ
Special Operations - Asia IFC HQ
Special Operations - EMENA IFC HQ
Special Operations - HQ IFC HQ
Special Operations - Bangkok Office IFC HQ
Portfolio Management IFC HQ
Global Equity IFC HQ
Operations Support Unit IFC HQ
Global Debt IFC HQ
DEC-IFC, Off of VP IFC HQ
Special Initiatives - IFC IFC HQ
SubNational Business - IFC IFC HQ
Enterprise Analysis-IFC IFC HQ
Outreach & Technology - IFC IFC HQ
Doing Business - IFC IFC HQ
Global Indicators Group - IFC IFC HQ
Migration and Remittances - IFC IFC HQ
Women, Business and the Law - IFC IFC HQ
Financial Institutions Group IFC HQ
Global Admin - FIG IFC HQ
SME & Banking - FIG IFC HQ
Equity - FIG IFC HQ
Mobilization & Innovation - FIG IFC HQ
DARP - FIG IFC HQ
Capital Markets - FIG IFC HQ
Housing Finance - FIG IFC HQ
Ins & Fin Guarantees - FIG IFC HQ
Climate Finance - FIG IFC HQ
Communications - FIG IFC HQ
Banking & Risk Assessment - FIG IFC HQ
Banking & Risk Assess-AS-FIG IFC HQ
Microfinance - FIG IFC HQ
Global Portfolio - FIG IFC HQ
JV-Agri-Finance - FIG IFC HQ
FIG Operations - CLA IFC HQ
FIG Operations - CEA IFC HQ
FIG Advisory Service - Asia IFC HQ
FIG Advisory Service - CAF IFC HQ
FIG - LAC Office IFC HQ
FIG Advisory Service - CLA IFC HQ
FIG Advisory Service - EMENA IFC HQ
Digital Finance - FIG IFC HQ
Housing Finance-AS-FIG IFC HQ
SME - FIG IFC HQ
JV-Infrastructure - FIG IFC HQ
Banking on Women - FIG IFC HQ
Digital Finance-AS-FIG IFC HQ
Strategy and M&E - FIG IFC HQ
Budget and Finance - FIG IFC HQ
Advisory Team 3 - FIG IFC HQ
Digital Finance & MicroFin - FIG IFC HQ
FIG - SSA Office IFC HQ
FIG - Asia Office IFC HQ
FIG Operations - CSA IFC HQ
FIG Operations - CAF IFC HQ
FIG - EMENA Office IFC HQ
FIG Operations - CME IFC HQ
FIG Operations - CSE IFC HQ
FIG Operations - CEU IFC HQ
Trade & Supply Chain, Bus Dev IFC HQ
Trade & Supply Chain, Products IFC HQ
Trade & Supply Chain, Trade Fin IFC HQ
Trade and Supply Chain IFC HQ
SME Finance Forum - FIG IFC HQ
Banking on Women-AS-FIG IFC HQ
SME-AS-FIG IFC HQ
Climate Finance-AS-FIG IFC HQ
Microfinance-AS-FIG IFC HQ
Trade Finance-AS-FIG IFC HQ
Products-AS-FIG IFC HQ
Global Ind, Manu., Agri. & Services IFC HQ
Global MAS - Strategy & Communic IFC HQ
Equity -MAS IFC HQ
Global Climate Business- MAS IFC HQ
Agri & Forestry-Global MAS IFC HQ
Manufacturing-Global MAS IFC HQ
Global MAS - Health & Education IFC HQ
Global Portfolio- MAS IFC HQ
MAS GAFSP IFC HQ
Reg. MAS LAC, Office of Head IFC HQ
Global Industry Sectors, MAS IFC HQ
Manufacturing - CAF IFC HQ
Manufacturing - EMENA IFC HQ
Agri. & Forestry - EMENA IFC HQ
MAS Portfolio - CEU IFC HQ
MAS Portfolio - CME IFC HQ
Manufacturing - ASIA IFC HQ
Agribusiness & Forestry - ASIA IFC HQ
MAS Portfolio - CEA IFC HQ
MAS Portfolio - CSA IFC HQ
Agribusiness & Forestry - CAF IFC HQ
Reg. MAS - CAF, Office of Head IFC HQ
Reg. MAS, EMENA, Office of Head IFC HQ
Agribusiness & Forestry - CLA IFC HQ
Reg MAS LAC Mfg Tr Ret & Prpty IFC HQ
MAS Portfolio - CLA IFC HQ
Reg. MAS, ASIA, Office of Head IFC HQ
Cons & Social Svcs-ASIA IFC HQ
Portfolio Manuf & Agri - CAF IFC HQ
Agribusiness AS - ASIA IFC HQ
Agribusiness AS - EMENA IFC HQ
Agribusiness AS - CAF IFC HQ
Agribusiness AS - LAC IFC HQ
MAS Agribusiness AS IFC HQ
Global MAS - Admin & Finance IFC HQ
Reg MAS LAC,Health & Education IFC HQ
Global MAS - Tourism, Ret&Prop IFC HQ
Global MAS - Venture Investing IFC HQ
Portfolio H&E and TRP - CAF IFC HQ
H&E and TRP - CAF IFC HQ
Global Infrastructure & Natural Resource IFC HQ
Strategy & Finance-Global Infra IFC HQ
Mining - Global Infrastructure IFC HQ
Power-Global Infra IFC HQ
Infraventures-Global Infra IFC HQ
Oil and Gas - Global Infrastructure & Na IFC HQ
Transport-Global Infra IFC HQ
Portfolio, Oil, Gas, Mining - INR IFC HQ
Equity-Glob Infra & Nat Res IFC HQ
Water and Muncipal- Global Infra IFC HQ
Sub-National Finance IFC HQ
Rgnl Ind Infr Nat Res-LAC Office IFC HQ
Infra & Nat Res Global Office IFC HQ
Infra & Nat Res Port-CEA IFC HQ
Infra & Nat Res Port-CSA IFC HQ
InfraVentures-Asia IFC HQ
Infrastructure - CEA IFC HQ
Infrastructure - CSA IFC HQ
Infrastructure - CAF IFC HQ
Infra Special Initiative- Africa IFC HQ
Infra & Nat Res Portfolio - CAF IFC HQ
Infraventures - CAF IFC HQ
Infrastructure- CME IFC HQ
Infrastructure - CSE IFC HQ
Infra & Nat Res Portfolio-EMENA IFC HQ
InfraVentures - EMENA IFC HQ
Infra & Nat Res Portfolio - CLA IFC HQ
Infrastructure - LAC IFC HQ
Rgnl Ind, Infr Nat Res. -EMENA , IFC HQ
Rgnl Ind Infr Nat Res CAF Office IFC HQ
Rgnl Ind Infr Nt Res Asia Office IFC HQ
Infra AS Global IFC HQ
Global Admin - INF IFC HQ
Natural Resources IFC HQ
Upstream - Global INR IFC HQ
Portfolio Mngmt Global INR IFC HQ
GP-CCSA Vice Presidency - IFC IFC HQ
Health, Nutr & Population,IFC - GP IFC HQ
Climate Business IFC HQ
Climate Finance IFC HQ
Climate Strategy & Business Dev IFC HQ
Climate Policy Team IFC HQ
CBDAS AS IFC IFC HQ
CBD - Canada AS IFC HQ
CBD - EBFP AS IFC HQ
CBD - Earth Fund AS IFC HQ
CBD - Earth Fund Umbrella IFC HQ
CBD - FMCC AS IFC HQ
CBD - GEF AS IFC HQ
CBD - Canada Climate Change IS IFC HQ
CBD - EBFP IS and IS related IFC HQ
CBD - GEFEarthFund IS&ISrelated IFC HQ
CBD - GEF IS and IS related IFC HQ
Finance & Markets - GP - IFC IFC HQ
Finance & Markets- GP - D1 - IFC IFC HQ
F&M in SSA-SME IFC HQ
F&M GP GST1 - 3 Capital Markets IFC HQ
Finance & Markets- GP - D2 - IFC IFC HQ
F&M GP ECA-2 - IFC IFC HQ
F&M in SSA-Micro Retail IFC HQ
F&M Africa Region IFC HQ
F&M South Asia Region IFC HQ
F&M Latin America and Caribbean Region IFC HQ
F&M MNA Region IFC HQ
F&M GP ECA-1 - IFC IFC HQ
F&M East Asia & Pacific Region IFC HQ
F&M - Global SME Finance Forum IFC HQ
F&M - Micro/Retail Finance IFC HQ
F&M GP GST 2A Credit Infrastructure IFC HQ
F&M IFC Operations IFC HQ
F&M GP GST - 2B Fin Infr & Acc IFC HQ
F&M GP GST - 1A Fin Sys & Mrkts IFC HQ
F&M GP GST - 3A Fin for Devlp IFC HQ
Finance & Markets - PMSO IFC HQ
Energy & Extractives GP-IFC IFC HQ
Trade & Compet - GP -IFC IFC HQ
T&C GP- Asia-IFC IFC HQ
T&C GP-Europe and CA-IFC IFC HQ
T&C GP-Africa West - IFC IFC HQ
Trade & Comp- GP - D1 - IFC IFC HQ
T&C GP-Africa South - IFC IFC HQ
T&C GP-Pakistan/Afghanistan-IFC IFC HQ
Trade & Comp- GP - D2 - IFC IFC HQ
Trade & Comp- GP - D3 - IFC IFC HQ
Trade & Comp- GP - D4 - IFC IFC HQ
T&C GP- IFC Operations IFC HQ
T&C GP- Europe East-IFC IFC HQ
T&C GP-LAC - IFC IFC HQ
T&C GP -South Asia - IFC IFC HQ
T&C GP-Sub-Saharan Africa-IFC IFC HQ
T&C GP -East Asia - IFC IFC HQ
T&C GP-Competitive Sectors - IFC IFC HQ
T&C GP-Trade&Competition - IFC IFC HQ
T&C GP-Investment Climate - IFC IFC HQ
T&C GP-MENA - IFC IFC HQ
T&C GP-Innovation & Enterprenship - IFC IFC HQ
Frag, Conflict & Viol-CCSA-IFC IFC HQ
Frag, Conflict & Violence - IFC IFC HQ
Gender - CCSA - IFC IFC HQ
Syndicated Loans & Management IFC HQ
Syndications LAC & HQ IFC HQ
Syndications EMEA IFC HQ
Co-Investor Solutions Unit IFC HQ
Syndications Asia IFC HQ
Investor Operations IFC HQ
Treasury & Syndications IFC HQ
Jobs - CCSA - IFC IFC HQ
PPP - CCSA - IFC IFC HQ
Public Private Partnerships - IFC IFC HQ
Treasury Quantitative Analysis IFC HQ
LAM & TCS Support IFC HQ
Funding & Syndications Support IFC HQ
Treasury Client Solutions IFC HQ
Client Solutions Asia IFC HQ
Client Solutions LAC IFC HQ
Client Solutions Strategy IFC HQ
Client Solutions EMEA IFC HQ
Treasury Market Operations IFC HQ
Liquid Assets Management IFC HQ
Cash Management IFC HQ
Funding Operations IFC HQ
Western Europe Regional Dept IFC HQ
IFC Office - Frankfurt (Germany) IFC HQ
IFC Office - London (UK) IFC HQ
IFC Office - Paris (France) IFC HQ
IFC Office - Brussels (Belgium) IFC HQ
IFC Office - Vienna (Austria) IFC HQ
Climate Strat & Business Dev IFC HQ
Cross Cutting - IFC IFC HQ
Climate Policy & Finance - IFC IFC HQ
Partnership & Trust Funds IFC HQ
Development Partner Relations IFC HQ
US & Canada Relationship Mgmt IFC HQ
Regional Leadership IFC HQ
Cross Cutting Advisory IFC HQ
Cross Industry Solutions IFC HQ
Clean Energy & Resource Eff. IFC HQ
CAS - Green Building IFC HQ
AS Financial Management IFC HQ
PPPs: SA Region SAIF IFC HQ
PPPs: EAP Region IFC HQ
PPP - East Asia IFC HQ
PPPs: SA Region IFC HQ
PPPs: SSA Region IFC HQ
PPPs: LAC Region IFC HQ
PPPs: MENA Region IFC HQ
PPP - Africa IFC HQ
Corporate Finance IFC HQ
PPP - HQ IFC HQ
PPP - LAC IFC HQ
PPP - MENA IFC HQ
PPP Transaction AS IFC HQ
Gender Secretariat IFC HQ
Water Resources Group IFC HQ
PPP - South Asia IFC HQ
Strategic Client Solutions IFC HQ
PPPs - ECA IFC HQ
AS Portfolio Management IFC HQ
SME Cap Build & Better Work IFC HQ
AS Support and Services IFC HQ
Trust Fund Operations IFC HQ
Client Leaders-Institutional Cov IFC HQ
Client Leaders-Client Cov Execs IFC HQ
Client Leaders-Corporate Cov IFC HQ
Strategic Investments IFC HQ
Global Partnerships, Off of VP IFC HQ
CMU & GPU Coordination IFC HQ
MIGA Partnership IFC HQ
IFC Office - Tokyo IFC HQ
Corporate Risk Management IFC HQ
Enterprise Risk M&A IFC HQ
Enterprise Risk Pricing Policy IFC HQ
Op Risk & Business Continuity IFC HQ
Treasury Middle Office IFC HQ
Invest Port & Equity Risk M&A IFC HQ
Inv Port & Eq Risk Price Policy IFC HQ
Treasury Risk M&A IFC HQ
Treasury Risk Pricing Policy IFC HQ
Treasury Risk IFC HQ
China-Mexico Fund IFC HQ
Capital Mgt & Enterprise Risk IFC HQ
Valuation Review & Model Valid IFC HQ
Systems Support IFC HQ
Business Continuity IFC HQ
IFC Information & Technology IFC HQ
Business Technologies IFC HQ
Service Quality Management IFC HQ
IT Managed Overhead IFC HQ
Client Services IFC HQ
Operations IFC HQ
CIT Business Intelligence IFC HQ
IT Governance IFC HQ
Corporate Strategy & Resources IFC HQ
TMT, Venture Capital & Funds IFC HQ
Venture Investing IFC HQ
Telecom, Media & Technology IFC HQ
Private Equity Funds IFC HQ
TMT Fin Tech IFC HQ
PE AMC Funds IFC HQ
TMT Portfolio IFC HQ
PE Advisory Services IFC HQ
Blended Finance & Partnerships IFC HQ
Blended Finance IFC HQ
Funding & Stakeholder Management IFC HQ
BF - New Business & Portfolio IFC HQ
IFC Corporate Insurance IFC HQ
Independent Evaluation Group-IFC IFC HQ
Risk & Financial Sustainability IFC HQ
Corporate Strategy IFC HQ
Investment Support IFC HQ
Corporate Strategy & Partnership IFC HQ
New Business & Portfolio Mgt IFC HQ
Client Services Coordination IFC HQ
Business Communications IFC HQ
Knowledge Management & Learning IFC HQ
Economics & Priv Sector Develop IFC HQ
utures for Project Financial Management > Define

Address Reporting Manager

Name
 Home
Mange Jobs Open
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project F
Financial Management > Define Workforce Structures for Project Financial Management

Note-Refrence "Business Requirements Document"

Effective Start Date * Job Set * Name * Code

01/01/1951 Common Set Project Lead IFC001

01/01/1951 Common Set Budget Specialist IFC002
01/01/1951 Common Set Budget Analysts IFC003
01/01/1951 Common Set Primary IO Portfolio IFC004
01/01/1951 Common Set Primary IO Portfolio Manager IFC005
01/01/1951 Common Set OPS / Department Managers IFC006
ntation Project > Project Financial Management > Define Organization Strutures for Project

* Status Full Time Regular or Job Family Job Levels

or Part Temporary Function
Time

Active Full time Regular

Active Full time Regular
Active Full time Regular
Active Full time Regular
Active Full time Regular
Active Full time Regular
 Home
Manage Organization Trees Open
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Finan
Project Financial Management > Define Workforce Structures for Project Financial Management

Note-Refrence "FTS_InstitContact_Extract"
Tree Structure Name HCM Organization Hierarchy Tree Structure
Tree Name Project Organization Hierarchy
Tree Version Name Project Organization Hierarchy V

Node Name
Investment Services 1951-01-01
InfraVentures 1951-01-01
Special Operations 1951-01-01
Advisory Services 1951-01-01
Billing to AMC 1951-01-01
After defining the tree, please do the following:
1. Go to Actions -> Flattern > Column Flatterning
2. Click Online Flatterning
3. After the process is done, click OK
4. Click Done
5. Go to Actions -> Flattern > Row Flatterning
6 Click Online Flatterning
7. After the process is done, click OK
8. Click Done
9. Go to Actions -> Audit
10 Click Online Audit
11. After the process is done, click OK
12. Click Done
13. Go to Actions -> Set Status > Active
14. Click OK
15. Click Done
16. Add all the departments under each of the LOB

Tree Structure Name HCM Organization Hierarchy Tree Structure

Tree Name IFC
Tree Version Name Version1

Node Name
US_IS01_BU 0001-01-01
US_IV01_BU 0001-01-01
US_SO01_BU 0001-01-01
US_AS01_BU 0001-01-01
US_AM01_BU 0001-01-01
Infra Ventures 0001-01-01
Advisory Services 0001-01-01
Default Department 1951-01-01
ntation Project > Project Financial Management > Define Organization Strutures for
nt

Tree Structure Code PER_ORG_TREE_STRUCTURE

Tree Code PRJORGHRY
Tree Version Id

Node Description Label Data Source

Tree Structure Code PER_ORG_TREE_STRUCTURE

Tree Code IFC
Tree Version Id 69991C3F6F9624CFE053C4BFC80A5E7D

Node Description Label Data Source

Organization Tree Data Source
Organization Tree Data Source
Organization Tree Data Source
Organization Tree Data Source
Organization Tree Data Source
Organization Tree Data Source
Organization Tree Data Source
Organization Tree Data Source
 Home
Mange Project Unit Organization Common
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Fin
Units

Note-Refrence "Business Requirements Document"

Name Code
Investment Svcs IS
Infra Vens IV
Special Ops SO
Advisory Svcs AS
AMC AMC

Manage Project Unit Set Assignment Common

Navigation: Setup and Maintenance > Manage Implementation projects > GE Digital Fusion Implementation Project > Pro
Project Units

Code Name Default Set Reference Data Set Name

IS Investment Services Common Set Common Set
IV InfraVentures Common Set Common Set
SO Special Operations Common Set Common Set
AS Advisory Services Common Set Common Set
AM Billing to AMC Common Set Common Set

Reference Data Object Reference Data Set Code

Project Definition COMMON
Project Transaction Types COMMON
entation Project > Project Financial Management > Define Project Organizations > Define Project

mplementation Project > Project Financial Management > Define Project Organizations > Define
 Home
Manage Project Unit Option Common
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Fin
Define Project Units

Name Code Default Set Method Type Next

Number

Investment Services IS Common Set Manual Alphanumeric

InfraVentures IV Common Set Manual Alphanumeric
Special Operations SO Common Set Manual Alphanumeric
Advisory Services AS Common Set Manual Alphanumeric
Billing to AMC AM Common Set Manual Alphanumeric
plementation Project > Project Financial Management > Define Project Organizations >

Daily Weekly Related Business Units Include in Include in Include in Include in Status -
Summariz Summariz Summariz Summariz Requisitions
ation - ation - ation - ation -
Cost Commitm Budgets Requisitio
ents and ns
forecasts

8 40 US_IS01_BU √ √ √ √ All approved

8 40 US_IV01_BU √ √ √ √ All approved
8 40 US_SO01_BU √ √ √ √ All approved
8 40 US_AS01_BU √ √ √ √ All approved
8 40 US_AM01_BU √ √ √ √ All approved
Include in Status - Include in Status - Include in Summarization
Summarization - Purchase Summarization - Supplier - Other commitments
Purchase orders orders Supplier invoices invoices

√ All approved √ All

√ All approved √ All
√ All approved √ All
√ All approved √ All
√ All approved √ All
Project Project Transactio Project Accounting Basis Currency Type
currency ledger n currency accounting calendar
currency Calendar

√ √ √ √ Period Start dat Project Currency

√ √ √ √ Period Start dat Project Currency
√ √ √ √ Period Start dat Project Currency
√ √ √ √ Period Start dat Project Currency
√ √ √ √ Period Start dat Project Currency
Calendar Type Unit of Amount Scale Project Accounting Track key Generate key
Measure Accounting Period performance performance
Period indicators indicators after
summarizing
project data

Accounting Hours 1 Current Period √ √

Accounting Hours 1 Current Period √ √
Accounting Hours 1 Current Period √ √
Accounting Hours 1 Current Period √ √
Accounting Hours 1 Current Period √ √
Summarize Track missing Number of Include current Source Document
project data time Prior Weeks week
before
generating key
performance
indicators

√ 3
√ 3
√ 3
√ 3
√ 3
Creation Date Comparison
Period in Days

14
14
14
14
14
 Home
Manage Project Organization Classifications Open
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Finan
Structures for Project Financial Management

Note-Refrence "FTS_InstitContact_Extract"
Name Classification Status

Billing to AMC Department Active

Billing to AMC Project Expenditure Organization Active
Billing to AMC Project Task Owning Organization Active
Advisory Services Department Active
Advisory Services Project Expenditure Organization Active
Advisory Services Project Task Owning Organization Active
<<All Departments will be setup as project and expenditure owning organization>>
tion Project > Project Financial Management > Define Organization Strutures for Project Financial Management > Define Workforce

Location From Date To Date Project Task Allow Indirect Allow Capital Projects
Owning Projects
Organization
IFC HQ 01/01/1951 Yes Yes No
IFC HQ 01/01/1951 Yes Yes No
IFC HQ 01/01/1951 Yes Yes No
IFC HQ 01/01/1951 Yes Yes No
IFC HQ 01/01/1951 Yes Yes No
IFC HQ 01/01/1951 Yes Yes No
t > Define Workforce

Allow Contract Project Expenditure

Projects Organization

Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
 Home
Configure Project Accounting Business Function
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Finan

Project Options:
Name
BU Name US_IS01_BU

Project Setup
Tree Name:
IFC
Tree Version Name:
Version1
Organization:
US_IS01_BU

Expenditures
Tree Name:
IFC
Tree Version Name:
Version1
Organization:
US_IS01_BU

Costing
Project Accounting Calendar
IFC Calendar
Expenditure Cycle Start Day
Monday
Rate Type
Corporate
Date Type
Transaction date

Project Units

Project Units Name Investment Services

Cross-Charge
Options
Date Type
Transaction date
Rate Type
Corporate
Processing Method
Borrowed and lent
Default Processing Method
Borrowed and lent
 Open
usion Implementation Project > Project Financial Management > Define Project Organizations > Define Project Units

US_IV01_BU US_SO01_BU

IFC IFC
Version1 Version1
US_IV01_BU US_SO01_BU

IFC IFC
Version1 Version1
US_IV01_BU US_SO01_BU

IFC Calendar IFC Calendar

Monday Monday
Corporate Corporate
Transaction date Transaction date

InfraVentures Special Operations

Transaction date Transaction date

Corporate Corporate
Borrowed and lent Borrowed and lent
Borrowed and lent Borrowed and lent
ganizations > Define Project Units

US_AS01_BU US_AM01_BU

IFC IFC
Version1 Version1
US_AS01_BU US_AM01_BU

IFC IFC
Version1 Version1
US_AS01_BU US_AM01_BU

IFC Calendar IFC Calendar

Monday Monday
Corporate Corporate
Transaction date Transaction date

Advisory Services Billing to AMC

Transaction date Transaction date

Corporate Corporate
Borrowed and lent Borrowed and lent
Borrowed and lent Borrowed and lent
 Home
Submit Process to Maintain Project Organizations Open
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Finan
Management > Define Project Organizations

Please click on this task and submit the scheduled process called "Maintain Project Organizations" without any parameters
mentation Project > Project Financial Management > Project Financial

ations" without any parameters

 Home
Define Project Space Common
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Fina

Profile Option Code Profile Display Name

PJF_ENABLE_AUTO_GROUP_SPACES Automated Group Spaces Enabled
> IFC Fusion Implementation Project > Project Financial Management > Define Project Foundation Configuration

Application Module Start Date End Date Description Profile Product

Level Name
Project Foundation Common 01/01/1951 Specify whether to create oSite
User Profile
Name Value
Yes
 Home
Manage Expenditure Categories Common
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Financ
Configuration > Define Types and Categorizations

Note-Refrence "FTS_FeeCategory_Extract"

Name Description From Date

Reimbursable Expense Expense Cost 01/01/1951
ementation Project > Project Financial Management > Define Project Foundation

To Date Detail Data

 Home
Manage Revenue Categories Common
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Financ
Types and Categorizations

Note-Refrence "Business Requirements Document"

Lookup Type Meaning Description Module

PJF_REVENUE_CATERevenue Category Groups expenditure types by types of revenue. Common

Lookup Code Display Sequence Enabled Start Date

Income 1 01/01/1951
OTHER 1 01/01/1951
ementation Project > Project Financial Management > Define Project Foundation Configuration > Define

Customization Level

Extension

End Date Meaning Description Tag Detail Data

Income Income Fee

Other Other
 Home
Project Expenditure Types Common
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Financ
Foundation Configuration > Define Types and Categorizations
Note-Refrence"FTS_FeeType_Extract"

Expenditure Type Description Expenditure Category Revenue Category

Reimbursable Cost Reimbursable Cost Reimbursable Expense Reimbursable
mentation Project > Project Financial Management > Define Project

Unit of Measure Rate Required Proceeds of Sale From Date To Date Detail Data
Currency 0 0 01/01/1951
Expenditure Type Classes Assigned Sets From Date
Miscellaneous Transaction COMMON 01/01/1951
 Home
Manage Event Types
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project F
Billing Configuration > Define General Project Billing Setups
Note-Refrence"FTS_FeeType_Extract"

Event Type Description Revenue Category

EMDB Publctn Fee EMDB Publication Fee Income
Appraisal Fee Appraisal Fee Income
Advisory Fee Advisory Fee Income
Success Fee Success Fee Income
Reimbursable Fee Reimbursable Fee Income
Project fee Project fee Income

Fixed Fee Fixed Fee Income

Gen Adv/Othr Fee General Advisory - Other Fee Income
Preparation Fee Preparation Fee Income
GTLP Program Fee GTLP Program Fee Income
Review Fee Review Fee Income
Technical Fee Technical Fee Income
Supervision Fees Supervision Fees Income
Fund Development Fees Fund Development Fees Income
Business Development Fees Business Development Fees Income
Fin Restruct Fee Financial Restructing Fee Income
Implementatn Fee Implementation Fee Income
Management Fee Management Fee Income
Opr Restruct Fee Operational Restructuring Fee Income
Polcy Assist Fee Policy Assistance Fee Income
Placement Fee Placement Fee Income
Preparation Fee Preparation Fee Income
Reim. Cost Reimbursable Cost Income
Est. Reim Cost Estimated Reimbursable Cost Income
Review Fee Review Fee Income
Strategy Frm Fee Strategy Formulation Fee Income
Structuring Fee Structuring Fee Income
MS - Success Fee Mobilization Services - Success Fee Income
PS - Success Fee Privatization Services - Success Fee Income
Tech Assist Fee Technical Assistance Fee Income
Technical Fee Technical Fee Income
Underwriting Fee Underwriting Fee Income
Waiver Fee Waiver Fee Income
mentation Project > Project Financial Management > Define Project

Revenue Invoice From Date To Date Business Unit Tax Classification Code FeeTypeCode
Category
√ √ 01/01/1951 EMDB
√ √ 01/01/1951 APPR
√ √ 01/01/1951
√ √ 01/01/1951
√ √ 01/01/1951
√ √ 01/01/1951

√ √ 01/01/1951
√ √ 01/01/1951 GAOF
√ √ 01/01/1951
√ √ 01/01/1951 GTLP
√ √ 01/01/1951
√ √ 01/01/1951
√ √ 01/01/1951
√ √ 01/01/1951
√ √ 01/01/1951
√ √ 02/01/1951 FNRS
√ √ 03/01/1951 IMPL
√ √ 04/01/1951 MGMT
√ √ 05/01/1951 OPRS
√ √ 06/01/1951 PLAS
√ √ 07/01/1951 PLMT
√ √ 08/01/1951 PREP
√ √ 09/01/1951 R000
√ √ 10/01/1951 REM0
√ √ 11/01/1951 REVW
√ √ 12/01/1951 STFN
√ √ 13/01/1951 STRG
√ √ 14/01/1951 SUCC
√ √ 15/01/1951 SUSS
√ √ 16/01/1951 TASF
√ √ 17/01/1951 TECH
√ √ 18/01/1951 UNDW
√ √ 19/01/1951 WAIV
 Home
Manage Project Transaction Sources Common
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Finan
Project Costing Configuration > Define General Costing Setup

Transaction Source Description

Documents
Document Description From Date
Expense Report 01/01/1951

Document Entries
Name Description Allow Adjustments
Expense Cost √

Documents
Document Description From Date
Miscellaneous Miscellaneous 3/28/15

Document Entries
Name Description Allow Adjustments
Miscellaneous √

Documents
Document Description From Date
Timecard Timecard 3/28/15

Document Entries
Name Description Allow Adjustments
Overtime √
Straight Time √

Documents
Document Description From Date
Usage Usage 3/28/15

Document Entries
Name Description Allow Adjustments
Usage √

Derive Billable Status of Expenditure Items from Work Type

Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Finan
Costing Setup

Profile Option Code Profile Display Name Application

PJC_DERIVE_BILL_WORK_TWork Type Determines Billable StatuProject Costing

Specify Number of Parallel Import and Process Cost Programs

Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Finan
Costing Setup

Profile Option Code Profile Display Name Application

PJC_IMPORT_PARALLEL_WNumber of Parallel Import and ProceProject Costing

*Note: Nothing is required in capital projects sections

IFC Fusion Implementation Project > Project Financial Management > Define

To Date Commitment Source Commitment Type Import Raw Cost

Amounts
√

Allow Reversals Allow Interface Create Related Items Process Cross-

Modifications Charge
√ √ √Transactions

To Date Commitment Source Commitment Type Import Raw Cost

Amounts
√

Allow Reversals Allow Interface Create Related Items Process Cross-

Modifications Charge
√ √ Transactions

To Date Commitment Source Commitment Type Import Raw Cost

Amounts

Allow Reversals Allow Interface Create Related Items Process Cross-

Modifications Charge
√ √ √Transactions
√ √ √

To Date Commitment Source Commitment Type Import Raw Cost

Amounts

Allow Reversals Allow Interface Create Related Items Process Cross-

Modifications Charge
√ √ √Transactions

IFC Fusion Implementation Project > Project Financial Management > Define Project Costing Configuration > Define General

Module Start Date End Date Description

 Common 01/01/1951 Specify whether an ex

IFC Fusion Implementation Project > Project Financial Management > Define Project Costing Configuration > Define General

Module Start Date End Date Description

Common 01/01/1951 Specify the maximum
 Import Burdened Amounts Allow Duplicate Reference Allow Reconcile Archive
Override of with After
√ √ √
Person √
Source Import
Organization

Expenditure Type Class

Expense Report

Import Burdened Amounts Allow Duplicate Reference Allow Reconcile Archive

Override of with After
√ √Person Source Import
Organization

Expenditure Type Class

Miscellaneous Transaction

Import Burdened Amounts Allow Duplicate Reference Allow Reconcile Archive

Override of with After
√ √Person Source Import
Organization

Expenditure Type Class

Overtime
Straight Time

Import Burdened Amounts Allow Duplicate Reference Allow Reconcile Archive

Override of with After
√ √Person Source Import
Organization

Expenditure Type Class

Usages

ting Configuration > Define General

Profile Level Product Name User Name Profile

Value
 Site No

ting Configuration > Define General

Profile Level Product Name User Name Profile

Value
Site 3
Accounted in Source Application Create Create Adjustment Accounting Journal Entries
Raw Cost
Raw, burden, and burdened Accounti
ng
Journal
Entries

Accounted in Source Application Create Create Adjustment Accounting Journal Entries

Raw Cost
No Accounti √
ng
Journal
Entries

Accounted in Source Application Create Create Adjustment Accounting Journal Entries

Raw Cost
No Accounti √
ng
Journal
Entries

Accounted in Source Application Create Create Adjustment Accounting Journal Entries

Raw Cost
No Accounti √
ng
Journal
Entries
 Home
Manage Rate Schedules Open
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Finan
Project Foundation Configuration > Define Rate Schedules and Costing Rules

Name Description Project Rates Set

Job Bill Rates Rate Schedule for Job Bill Rates - COMMON
Job Cost Rates Rate Schedule for Job Cost Rates COMMON
Job Rates Burdened Rate Schedule for Job Bill Rates COMMON
Non Labor Bill Rates Rate Schedule for Non Labor Bill COMMON
Non Labor Cost Rates Rate Schedule for Non Labor CostCOMMON
Person Bill Rates Rate Schedule for Person Bill Rat COMMON
Person Bill Rates Burdened Rate Schedule for Person Bill Rat COMMON
Person Cost Rates Rate Schedule for Person Cost RaCOMMON
Resource Class Bill Rates Rate Schedule for Resource Class COMMON
Resource Class Cost Rates Rate Schedule for Resource ClassCOMMON

Job Bill Rates

Job Unit of Measure

Job Cost Rates

Job Unit of Measure

Job Rates Burdened

Job Unit of Measure

Non Labor Bill Rates

Expenditure Type Nonlabor Resource
Hotel
Meals
Miscellaneous
Airfare
Facilities and Admin Overheads
Subsistence

Non Labor Cost Rates

Expenditure Type Nonlabor Resource
Person Bill Rates
Person Name Person Number

Person Bill Rates Burdened

Person Name Person Number

Person Cost Rates

Person Name Person Number

Resource Class Bill Rates

Resource Class Organization
Labor
Equipment
Material Items
Financial Resources

Resource Class Bill Rates

Resource Class Organization
Labor
Equipment
Material Items
Financial Resources
mplementation Project > Project Financial Management > Define

Schedule Type Currency Detail Data

Job USD
Job USD
Job USD
Nonlabor USD
Nonlabor USD
Person USD
Person USD
Person USD
Resource class USD
Resource class USD

Rate From Date To Date

Rate From Date To Date

Rate From Date To Date

Nonlabor Resource Rate Required Unit of Measure Rate Markup Percent From Date
Organization 0 Currency 0 01/01/1951
0 Currency 0 01/01/1951
0 Currency 0 01/01/1951
0 Currency 0 01/01/1951
0 Currency 0 01/01/1951
1 Hours 3000 01/01/1951

Nonlabor Resource Rate Required Unit of Measure Rate Markup Percent From Date
Organization
Person Assignment J Person Assignment OrgUnit of Measure Rate Markup Percent From Date

Person Assignment J Person Assignment OrgUnit of Measure Rate Markup Percent From Date

Person Assignment J Person Assignment OrgUnit of Measure Rate Markup Percent From Date

Unit of Measure Rate Markup Percent From Date To Date

Hours 1000 0 36892
Hours 2000 0 36892
Ea 500 36892
Currency 2000 0 36892

Unit of Measure Rate Markup Percent From Date To Date

Hours 60 0 36892
Hours 1000 0 36892
Ea 300 36892
Currency 1500 0 36892
To Date

To Date
To Date

To Date

To Date
 Home
Manage Labor Costing Rules Common
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Fina
Foundation Configuration > Define Rate Schedules and Costing Rules

Name Costing Method

Nonlabor

Expenditure Type Labor Cost Multiplier

Expenditure Type Labor Cost Multiplier

Expenditure Type Labor Cost Multiplier

Expenditure Type Labor Cost Multiplier

mentation Project > Project Financial Management > Define Project
 Home
Manage Organization Costing Rules Open
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Fina
Foundation Configuration > Define Rate Schedules and Costing Rules

Business Unit Expenditure Organization Schedule Type

mentation Project > Project Financial Management > Define Project

Labor Costing Rule Cost Rate Schedule From Date

To Date
 Home
Manage Planning and Billing Resource Breakdown Structures
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Fina
Project Resource Breakdown Structures

Name Description
RBS for IFC LOB RBS for IFC LOB
RBS for IFC LOB RBS for IFC LOB
RBS for IFC LOB RBS for IFC LOB
RBS for IFC LOB RBS for IFC LOB
RBS for IFC LOB RBS for IFC LOB

Select Resource Formats- For US

Resource Format Full Format
Expenditure Category Event Type
Expenditure Type Expenditure Type
Named Person Job
Resource Class Resource Class

Resource Formats Full Format

Named Person Event Type

Expenditure Type Expenditure Type
Resource Class Resource Class
 Common
tion Project > Project Financial Management > Define Project Foundation Configuration > Define

Project Unit Allow Resource Changes at Job Set From Date

Investment Services Project
Y level Common Set 01/01/1951
InfraVentures Y Common Set 01/01/1951
Special Operations Y Common Set 01/01/1951
Advisory Services Y Common Set 01/01/1951
Billing to AMC Y Common Set 01/01/1951

Include
Y
Y
Y
Y

Name Resource Format Resource Combination Resource Class

Event Type/Job
Labor
Other Expenses
Labor Resource Class Labor
Equipment Resource Class Equipment
Material Items Resource Class Material Items
Financial Resources Resource Class Financial Resources
To Date

Spread Curve Disabled

Prorated Even
Prorated Even
Prorated Even
Prorated Even
Prorated Even
Prorated Even
 Home
Manage Transfer Price Rules Open
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project
Financial Management > Define Project Billing Configuration > Define Internal Prject Billing > Define Transfer Pricing

Transfer Price
Name Description Type Basis

Manage Transfer Price Schedules Open

Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Fina
Configuration > Define Internal Prject Billing > Define Transfer Pricing

Name Description From Date To Date

Line Number Provider Organization Receiver

Organization Labor Rule
sion Implementation Project > Project
ject Billing > Define Transfer Pricing

Markup or Discount
Calculation Method Burden Schedule Rate Schedule Percentage From Date

sion Implementation Project > Project Financial Management > Define Project Billing

Detail Data

Labor Markup or Discount Nonlabor Rule Nonlabor Markup or Amount Type From Date
Percentage Discount Percentage
 Detail
To Date Data

To Date Default
Rule
 Home
Manage Invoice Formats Common
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Financ
Configuration > Define General Project Billing Setup

Name Format Type From Date To Date

Event Events 1-Jan-01

Labor Labor 1-Jan-01

Non-Labor Nonlabor 1-Jan-01

AS Invoice
Template.docx
on projects > IFC Fusion Implementation Project > Project Financial Management > Define Project Billing

Grouping Option Customer Invoices Internal Invoices

Contract Line Project/Task, Event Number 31-Dec-99 30-Dec-99

Contract Line, Contract Line Project/Task, Person 31-Dec-99 30-Dec-99

Contract Line Project/Task, Expenditure Category 31-Dec-99 30-Dec-99

Fixed Format Start Position End Position Field Name Text Right Justify
30-Dec-99 1 60 Contract Line Project Name 30-Dec-99
65 100 Event Description
30-Dec-99 1 26 Contract Line Project Name 30-Dec-99
30 36 Text Labor
40 60 Person First Name 30-Dec-99
63 80 Person Last Name 30-Dec-99
85 95 Total Hours 30-Dec-99
97 100 Bill Transaction Currency 30-Dec-99
30-Dec-99 1 26 Contract Line Project Name 30-Dec-99
30 60 Expenditure Category 30-Dec-99
 Home
Manage Invoice Methods Common
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Finan
Billing Configuration > Define General Project Billing Setup

Invoice Method Use Invoice Method for

Name Classification Status Intercompany Billing

Amount Based Invoice Amount Based Active

Percent Complete Invoice Percent Complete Active
Percent Spent Invoice Percent Spent Active
Bill Rate Invoice Rate Based Active
Burden Schedule Invoice Rate Based Active
Cost Reimbursable Invoice Rate Based Active
Intercompany Transfer Invoice Rate Based Active
ation Project > Project Financial Management > Define Project

Billing Extension Labor Schedule Type Nonlabor Schedule

Assignments Name Status (For Rate Based) Type
(For Rate Based)
 Home
Manage Revenue Methods Common
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Finan
Configuration > Define General Project Billing Setup

Name Revenue Method Status Use Revenue Method for

Classification Intercompany Billing
Amount Based
Revenue Amount Based Active
As Billed Revenue As Billed Active
As Incurred
Percent Revenue
Complete As Incurred Active
Revenue Percent Complete Active
Percent Spent Revenue Percent Spent Active
Bill RateSchedule
Burden Revenue Rate Based Active
Revenue
Cost Reimbursable Rate Based Active
Revenue
Intercompany Transfer Rate Based Active
Revenue Rate Based Active
ntation Project > Project Financial Management > Define Project Billing

Nonlabor Schedule
Billing Extension Status Labor Schedule Type Type
Assignments Name (For Rate Based)
(For Rate Based)
 Home
Manage Contract Role Sources Common
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Finan
Project Billing Configuration > Define Contracts Configuration for Project Billing > Define Project Contract Roles

Party Role Description

Manage Contract Line Types Common

Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Finan
Project Billing Configuration > Define Contracts Configuration for Project Billing > Define Project Contract Types and Lookup

Name Description
Line representing a scope of work that is executed with a
Free-form, project project.
Line representing the sale of an item that is executed with
Item, project aLine
project.
representing the purchase of services defined by a
Free-form scope of work.
Item Line
Line representing
representing the
the purchase
negotiatedofterms
an item.
for future
Item purchase of an item.
Line representing the negotiated terms for future
Free-form purchase of services.
Line representing the sale of a bundled item, which can
Bundle include other bundles or items.
Item Line
Line representing
representing the
the sale of a subscription
negotiated Item. sale of
terms for future
Product an item.
Line representing the negotiated terms for future sale of a
Group product group.

Manage Contract Types Common

Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Finan
Project Billing Configuration > Define Contracts Configuration for Project Billing > Define Project Contract Types and Lookup

Class Name

Enterprise contract Project Lines Soft Limit

Line Types
Name Description
Free-form, project Line representing a scope of work that is executed with a
project.
Additional Party Roles
Role Description

Project Billing Options

Intercompany Interproject
Advanced Authoring Options
 Enable terms authoring Enable risk management

E-Signature
Enable electronic signature Solution Provider
√
sion Implementation Project > Project Financial Management > Define
> Define Project Contract Roles

Start Date End Date Contact Role

sion Implementation Project > Project Financial Management > Define

> Define Project Contract Types and Lookups

Source
Free-form, project-based, sell
Item, project-based, sell
Free-form, buy
Item, buy
Item, buy agreement
Free-form, buy agreement
Bundle, sell
Subscription, sell
Product, sell agreement, standalone
Group, sell agreement

sion Implementation Project > Project Financial Management > Define

> Define Project Contract Types and Lookups

Description Start Date End Date

Contract with Project Lines Controlled with

Soft Limit 01/01/1951

Enable billing controls Billing Limit Type

√ Soft limit
Enable related contracts

E-mail Subject E-mail Message

Sell Intent Source

Enable
Descripti Code automati Requires
Set Start date End date Allow Item c line
on lines Source numberin signature
Free-
from, g
Common project 01/01/1951 √
Contract
Numberi Contract Contract
Numberi Sequence Intent Buyer Seller Role Contract Owner Role
ng ng Level Category Role
Method
Manual Sell Customer Supplier Contract administrator
 Notify Contact Role to be
Terms before Days to Notified
Contract Layout Template Layout
ContractT Expiratio
Template expiratio n
ermsPlus n
Amendm
CustomerContract entsECM
 Home
Manage Common CRM Business Unit Profile Options Common
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Fina
Configuration > Define Contracts Configuration for Project Billing
Customer
Relationship
Profile Display
Management
Profile Option Code Name Unit Application Module
Business Trading Community Trading Community
HZ_DEFAULT_BU_CRM Default Model Model
Multiple Business Trading Community Trading Community
HZ_ENABLE_MULTIPLE_BU_CRM Units Enabled Model Model
 Specify the
Enable the
default
multiple
business
business
unit
unitsfor
plementation Project > Project Financial
OracleManagement > Define Project Billing
feature for
Fusion
Oracle
Customer
Fusion
Relationshi
Customer
Start date End Date pRelationshi
Description Profile Level Product Name User Name Profile Value
Manageme
p
01/01/1951 nt.
Manageme Site
01/01/1951 nt. Site Yes
 Home
Manage Users Common
Navigator>My team>Manage Users

*Search for the person by keywords, click on the person name to edit, scroll down to Resource Information section
Initially, Organization field is greyed out. Put "Contract Administrator" for Resource Role
Organization becomes editable. Click on the triangle and click on Create to create the following organizations
*Click the triangle button besides Organization, click on click under drop down list
Organization Name Marketing Sales Contract

Manage Organizations Open

Navigator>Resource Directory>Resource Organizations>View Organizations

*Click on search button, select "XXX Contract Org", change to Business Units page, add BU for XXX Contract Org
Business Unit
US_IS01_BU
US_IV01_BU
US_SO01_BU
US_AS01_BU
US_AM01_BU

*Click on search button, select "InvSer Contract Org", change to Business Units page, add BU for Contract Org
Business Unit

Schedule a New Process Open

Navigator>Scheduled Processes>Schedule New Process

Process Name
Migrate Contract Users
Parameter Parameter Value
Validate No
 Resource Information section

e following organizations

dd BU for XXX Contract Org

add BU for Contract Org

 Home
Specify Customer Contract Management Business Function Properties
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Finan
Contracts Configuration for Project Billing > Define Project Contract Business Unit Options

Heading

Allow related customer

Business Unit Default Currency Enable multicurrency accounts
US_IS01_BU USD - US Dollar Y Y
US_IV01_BU USD - US Dollar Y Y
US_SO01_BU USD - US Dollar Y Y
US_AS01_BU USD - US Dollar Y Y
US_AM01_BU USD - US Dollar Y Y
 Open
usion Implementation Project > Project Financial Management > Define Project Billing Configuration > Define
nit Options

Bill Transaction Currency to Contract Currency Invoice Transaction

Conversion Rate Type Conversion Date Type Conversion Rate Type Conversion Date Type

Corporate Transaction date Corporate Invoice date

Corporate Transaction date Corporate Invoice date
Corporate Transaction date Corporate Invoice date
Corporate Transaction date Corporate Invoice date
Corporate Transaction date Corporate Invoice date
Invoice Transaction Project Billing

Transfer revenue to
Conversion Rate Type Conversion Date Type general ledger Require credit memo reason

Corporate Transaction date Y Y

Corporate Transaction date Y Y
Corporate Transaction date Y Y
Corporate Transaction date Y Y
Corporate Transaction date Y Y
 Customer Billing

Invoice Numbering Method Invoice Number Type Next Invoice Number Invoice Batch Source

Manual Alphanumeric CONTRACT INVOICES

Manual Alphanumeric CONTRACT INVOICES
Manual Alphanumeric CONTRACT INVOICES
Manual Alphanumeric CONTRACT INVOICES
Manual Alphanumeric CONTRACT INVOICES
 Internal Billing

Require manual entry of

transaction type Invoice Numbering Method Invoice Number Type

Y Manual Alphanumeric
Y Manual Alphanumeric
Y Manual Alphanumeric
Y Manual Alphanumeric
Y Manual Alphanumeric
illing

Clause Numbering
Next Invoice Number Invoice Batch Source Global business unit Method
CONTRACT INTERNAL
31-Dec-99 INVOICES
CONTRACT INTERNAL Y Manual
31-Dec-99 INVOICES Manual
CONTRACT INTERNAL
31-Dec-99 INVOICES
CONTRACT INTERNAL Y Manual
31-Dec-99 INVOICES
CONTRACT INTERNAL Manual
31-Dec-99 INVOICES Y Manual
 Terms Library

Automatically adopt
Clause Numbering Level Clause Sequence Category Enable Contract Expert global clauses
Y
Y
Y
Y
Y
rms Library

Display clause number in clause title Clause Layout Template Deviations Layout Template

Y ContractTermsLibraryClause CustomerContractDeviations
Y ContractTermsLibraryClause CustomerContractDeviations
Y ContractTermsLibraryClause CustomerContractDeviations
Y ContractTermsLibraryClause CustomerContractDeviations
Y ContractTermsLibraryClause CustomerContractDeviations
Terms Library Administrator
 Home
Manage Burden Structures Common
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Fin
Control Configuration

Name Description

Cost Base Description

Manage Burden Schedules

Name Description

Resources Burden Schedule: Burden Schedule Versions

Version From Date

Version1: Burden Multipliers

Organization Burden Cost Code
ects > IFC Fusion Implementation Project > Project Financial Management > Define Project

Use in Shedule
Structure Type From Date
Overrides

Cost Base Type Burden Cost

Code Cost Options

Recalculation Required Type Default Burden Structure

To Date Type Burden Structure

Multiplier
To Date

Hierarchy Start
Default Organization Hierarchy Hierarchy Version Organization From Date

Hierarchy Start Build

Organization Hierarchy Hierarchy Version Organization Status
To Date
 Home
Manage Work Types Open
Navigation: Setup and Maintenance > Project Financial Management > Define Project Foundation Configuration >Manage W

Work Types Description Billable Transfer Price From Date To Date Set Code Set Name
Amount Type

Billable Billable Y Cost Transfer 01/01/1951 COMMON Common Set

Configuration >Manage Work Types
 Home
Manage Project Class Categories Common
Navigation: Setup and Maintenance > Project Financial Management > Define Project Foundation Configuration > Define Ty

Note-Refrence "Sample Data For Vendors"

Name Region Assign to all projects
Class Category Description Region Assign to all project types
From Date 01/01/1951 Available as accounting source
To Date One class code per project
Enter class codes percent
Total percent must equal 100

Class Codes
Name Class Code Description From Date
E&CA Europe and Central Asia 01/01/1951
SA South Asia 01/01/1951
ME&NA Middle East and North Africa 01/01/1951
LA&C Latin America and the Caribbean 01/01/1951

Name Sector Assign to all projects

Class Category Description Sector Assign to all project types
From Date 01/01/1951 Available as accounting source
To Date One class code per project
Enter class codes percent
Total percent must equal 100

Class Codes
Name Class Code Description From Date
A&F Agriculture and Forestry 01/01/1951
C&RE Construction and Real Estate 01/01/1951
P&M Pharmaceuticals and Medicine 01/01/1951
F&I Finance & Insurance 01/01/1951
 RegionCod
e
0
n Configuration > Define Types and Catogorizations
1
3
Y 4
N 5
N 7
Y 8
N 9

To Date Set Code Set Name

COMMON Common Set
COMMON Common Set
COMMON Common Set
COMMON Common Set

Y
N
N
Y
N

To Date Set Code Set Name

COMMON Common Set
COMMON Common Set
COMMON Common Set
COMMON Common Set
RegionNme IFCSectorCode IFCSectorNme
IFC WIDE A A - Agriculture and Forestry

WORLD AA A-A - Crop Production

Middle East and North Africa AAA A-AA - Grains and Beans
Sub-Saharan Africa AAB A-AB - Palm Oil
East Asia and the Pacific AAC A-AC - Other Vegetable Oil Crops (Coconut, Rapeseed, Peanu
Europe and Central Asia AAD A-AD - Coffee, Cocoa, Tea
ADMIN EXPENSES AAE A-AE - Sugarcane and Beets
Latin America and the Caribbean AAF A-AF - Fruits and Vegetables

AAG A-AG - Diversified Edible Agricultural Crops Production

AAH A-AH - Horticultural Products (Flowers)
AAI A-AI - Natural Fibers (Cotton, Sisal, Jute, etc.)
AAJ A-AJ - Other
AB A-B - Animal Production
ABA A-BA - Cattle Farming
ABB A-BB - Poultry Farming
ABC A-BC - Animal Aquaculture
ABD A-BD - Other Animal Production
AC A-C - Fishing
ACA A-CA - Fishing
AD A-D - Forestry
ADA A-DA - Natural Forests
ADB A-DB - Plantation Forests
ADC A-DC - Logging
B B - Oil, Gas and Mining
BA B-A - Oil and Gas

BAA B-AA - Oil and Gas Exploration

BAB B-AB - Oil and Gas Production (Includes Development)
BB B-B - Metal Ore Mining
BBA B-BA - Iron (Pellets, etc.)
BBB B-BB - Zinc
BBC B-BC - Copper
BBD B-BD - Nickel
BBE B-BE - Gold
BBF B-BF - Silver
BBG B-BG - All Other Metal (Including Tin, Tantalum, Tungsten, et
BC B-C - Nonmetallic Mineral Mining and Quarrying
BCA B-CA - Miscellaneous and Industrial Ores (Including Magnesi
BCB B-CB - Quarried Construction Materials (Including Asbestos,
BCC B-CC - Diamonds and Other Gems
BD B-D - Coal
BDA B-DA - Coal Mining
BE B-E - Oilfield Services
BEA B-EA - Oilfield Services
BF B-F - Mining Services
BFA B-FA - Mining Services
C C - Utilities
CB C-B - Water, Wastewater and District Heating & Cooling
CBA C-BA - Water and Wastewater Utilities
CBF C-BF - District Heating & Cooling
CC C-C - Gas Distribution
CCA C-CA - Natural Gas Distribution
CD C-D - Waste Treatment and Management
CDA C-DA - Waste Collection Treatment and Management
CDB C-DB - Waste to Energy - Waste
D D - Construction and Real Estate
DA D-A - Construction and Real Estate
DAA D-AA - Construction and Real Estate
E E - Transportation and Warehousing
EA E-A - Common Carriers
EAA E-AA - Air Transportation
EAB E-AB - Rail Transportation
EAC E-AC - Water Transportation
EAD E-AD - Transit and Ground Passenger Transporation
EAE E-AE - Other (Including General Freight Trucking)
EB E-B - Transport Service
EBA E-BA - Oil and Gas Transport or Pipeline
EBB E-BB - Port and Harbor Operations
EBC E-BC - Highway Operations (Includes Toll Roads)
EBD E-BD - Other Support Activities for Transportation (Grain Ter
EC E-C - Warehousing & Storage
ECA E-CA - Storage (Including Agricultural Products)
F F - Food & Beverages
FA F-A - Food Manufacturing
FAA F-AA - Grain Processing (Milling, Starch, Flour, Malt)
FAB F-AB - Sugar and Confectionery
FAC F-AC - Vegetable Fats and Oils
FAD F-AD - Palm Vegetable Oil
FAE F-AE - Fruit and Vegetable Preservation or Processing (Canni
FAF F-AF - Dairy Products
FAG F-AG - Animal Slaughtering and Processing
FAH F-AH - Seafood Product Preparation and Packaging
FAI F-AI - Other Food
FB F-B - Beverages
FBA F-BA - Soft Drink
FBB F-BB - Breweries
FBC F-BC - Wineries
G G - Chemicals
GA G-A - Petroleum & Coal Products
GAA G-AA - Oil Refineries
GAB G-AB - Petroleum Coke
GAC G-AC - Other Petroleum and Coal Products
GB G-B - Basic Chemical Manufacturing
GBA G-BA - Alkalies and Chlorine
GBB G-BB - Industrial Gases
GBC G-BC - Carbon Black
GBD G-BD - All Other Basic Inorganic Chemical
GBE G-BE - Petrochemical
GBF G-BF - All Other Basic Organic Chemical
GC G-C - Resins, Synthetic Rubber, and Artifical Synthetic Fibers
GCA G-CA - Plastics Material and Resin
GCB G-CB - Man-Made Fibers (Including Nylon, Polyester, Rayon,
GD G-D - Pesticides, Fertilizer and Other Agricultural Chemical M
GDA G-DA - Nitrogenous Fertilizer
GDB G-DB - Phosphatic Fertilizer
GDC G-DC - Fertilizer (Mixing Only)
GDD G-DD - Other Agricultural Chemicals (Pesticides, etc.)
GE G-E - Paint and Adhesives
GEA G-EA - Paint and Adhesives
GF G-F - Pharmaceuticals
GFA G-FA - Pharmaceuticals and Medicine
GG G-G - Soaps
GGA G-GA - Soap and Cleaning Compound (Soap, Detergent, etc.)
GH G-H - Other Chemicals
GHA G-HA - All Other Chemical Product
H H - Nonmetallic Mineral Product Manufacturing
HA H-A - Cement
HAA H-AA - Cement
HAB H-AB - Concrete Pipes and Blocks
HB H-B - Brick, Tile and Ceramic
HBA H-BA - Bricks and Other Clay Products
HBB H-BB - Glazed Ceramic Tiles
HBC H-BC - Pottery, Ceramic, and Plumbing Fixtures (Including Kit
HBD H-BD - Other (Including Gypsum Tiles)
HC H-C - Glass
HCA H-CA - Glass and Glass Products (Including Glass and Minera
I I - Primary Metals
IA I-A - Iron and Steel
IAA I-AA - Iron and Steel
IAB I-AB - Integrated Steel Works
IAC I-AC - Mini-Mills
IAD I-AD - Steel Pipe and Tube
IAE I-AE - Re-Rolling and Drawing of Purchased Steel
IAF I-AF - Other Steel Products (Including Wire, Metal Sheets etc
IB I-B - Other Metals
IBA I-BA - Aluminum
IBB I-BB - Other (Copper, Rolled Copper, Brass, etc.)
J J - Pulp & Paper
JA J-A - Pulp & Paper
JAA J-AA - Pulp Mills
JAB J-AB - Paperboard (Including Boxboard, Fiberboard)
JAC J-AC - Paper for Printing and Writing
JAD J-AD - Paper Tissue
JAE J-AE - Newsprint
JAF J-AF - Other Paper (Including Multiple Types)
JAG J-AG - Paper Packaging Products (Including Boxes, Cartons, e
JAH J-AH - Other Paper Products
K K - Textiles, Apparel & Leather
KA K-A - Primary
KAA K-AA - Spinning (Yarn, Including Integrated with Fiber Produc
KAB K-AB - Fabric Mills
KAC K-AC - Finishing (Dyeing, Printing, Finishing, etc.)
KAD K-AD - Integrated Textile Operation (Spinning, Weaving/Knitti
KB K-B - Textiles - Others
KBA K-BA - Household Textile Products (Including Drapes, Mattre
KBB K-BB - Other Textile Products (Including Industrial and Medic
KC K-C - Apparel
KCA K-CA - Garment and Apparel (Without Fabric , Excluding Foo
KCB K-CB - Garment and Apparel (With Primary Textile Operation
KD K-D - Leather and Allied Products
KDA K-DA - Shoes and Leather Products
L L - Plastics & Rubber
LA L-A - Plastics & Rubber
LAA L-AA - Plastic Pipes
LAB L-AB - Automotive Tires
LAC L-AC - Other Plastic and Rubber Products (Including Polyprop
M M - Industrial & Consumer Products
MA M-A - Fabricated Metal Product Manufacturing
MAA M-AA - Iron and Steel Foundries/Castings
MAB M-AB - Ball Bearings
MAC M-AC - Iron and Steel Forging
MAD M-AD - Metal Can and Other Metal Container (Including Alum
MAE M-AE - Coated Products
MAF M-AF - Other Miscellaneous Fabricated Metal Products (Inclu
MB M-B - Electrical Equipment, Appliances and Components
MBA M-BA - Electrical Machinery, Equipment and Components (E
MBB M-BB - Computer & Electronic Products(Computers & Periph
MBC M-BC - Household Appliances (Including Refrigerators, Laund
MC M-C - Transportation Equipment
MCA M-CA - Ship Building and Repairing
MCB M-CB - Aerospace Product and Parts
MCC M-CC - Railroad Rolling Stock
MCD M-CD - Automotive and Light Vehicle
MCE M-CE - Bus and Heavy Commercial Vehicle
MCF M-CF - Motor Bicycle (Including Bicycles)
MCG M-CG - Motor Vehicle Parts
MD M-D - Machinery and Other Industrial
MDA M-DA - Agriculture, Construction, and Mining Machinery
MDB M-DB - Industrial Machinery
MDC M-DC - Other Machinery (Including Metalworking Machinery
ME M-E - Consumer Goods
MEA M-EA - Miscellaneous Consumer Products (Including Sportin
MF M-F - Wood Products
MFA M-FA - Sawmilling and Wood Preservation (including chippin
MFB M-FB - Solid Wood Products (VAP)
MFC M-FC - Wood Panels and Engineered Wood Products
MFD M-FD - Other Wood Products (excluding Furniture)
MG M-G - Furniture and Related Products
MGA M-GA - Furniture and Related Products
MH M-H - Renewable Energy Equipment
MHA M-HA - Wind Turbine Machinery
MHB M-HB - Solar Photovoltaic Equipment
N N - Information
NA N-A - Telecommunications
NAA N-AA - Cable and Broadband
NAB N-AB - Fixed Telephony
NAC N-AC - Mobile Telephony
NAD N-AD - Other (Including Satellite Telecommunications, Radio
NB N-B - Internet Projects
NBA N-BA - Internet Access Providers (Including ISPs, Datacenters
NBB N-BB - Content (B2C Companies)
NC N-C - Printing & Publishing
NCA N-CA - Printing/Publishing
O O - Finance & Insurance
OA O-A - Commercial Banking
OAA O-AA - Commercial Banking - General
OAB O-AB - Commercial Banking - Housing Finance
OAC O-AC - Commercial Banking - Microfinance
OAD O-AD - Commercial Banking - Trade
OAE O-AE - Commercial Banking - Risk Mgmt Facility
OAF O-AF - Commercial Banking - Rural Finance
OAG O-AG - Commercial Banking - Agency Line
OAH O-AH - Commercial Banking - SME Finance
OAI O-AI - Commercial Banking - Consumer Finance
OAJ O-AJ - Commercial Banking - Distressed Assets
OAK O-AK - Commercial Banking - Trade and Supply Chain
OAL O-AL - Commercial Banking - Institution Building
OAM O-AM - Commercial Banking - Digital Finance [Project only]
OB O-B - Merchant Bank
OBA O-BA - Merchant Bank
OC O-C - Finance Companies
OCA O-CA - Finance Companies
OCB O-CB - Finance Companies - Consumer Finance
OCC O-CC - Finance Companies - Digital Finance [Project only]
OD O-D - Development Finance Company
ODA O-DA - Development Finance Company
OE O-E - Housing Finance
OEA O-EA - Primary Mortgage Institutions
OEB O-EB - Secondary Mortgage Institutions
OEC O-EC - Mortgage Services and Other
OF O-F - Other Non-Banking Financial Institution (NBFI)
OFA O-FA - Other Non-Banking Financial Institution (NBFI)
OFB O-FB - Distressed Assets SPV
OFC O-FC - Distressed Assets Servicer
OG O-G - Trade Finance Intermediary
OGA O-GA - Trade Finance
OH O-H - Microfinance
OHA O-HA - Microfinance and Small Business - Non Commercial B
OI O-I - Securities Markets
OIA O-IA - Exchanges (Trading Systems)
OIB O-IB - Market Infrastructure (Clearance and Settlement, etc.)
OIC O-IC - Broker/Dealer
OID O-ID - Capital Markets Financing Company (Including Investm
OIE O-IE - Portfolio Management Company
OIF O-IF - Derivatives (Includes Risk Management Entities)
OIH O-IH - Other
OJ O-J - Insurance
OJA O-JA - Life Insurance
OJB O-JB - General Insurance (Non-Life)
OJC O-JC - Composite Insurance (Life and Non-life)
OJD O-JD - Reinsurance
OJE O-JE - Contractual Savings and Pensions
OJF O-JF - Composite Insurance (Life and Non-life) - Digital Finan
OK O-K - Credit Bureaus
OKA O-KA - Rating Agency/Information Vendor
OKB O-KB - Credit Information Services
OL O-L - Rental & Leasing Services
OLA O-LA - Rental Services
OLB O-LB - Leasing Services
OM O-M - Financial Transactions Processing
OMA O-MA - Money transfer, remittances
OMB O-MB - E-wallets, virtual banks
OMC O-MC - Retail Payment Points
OMD O-MD - Switching, switches
OME O-ME - Online payments, ecommerce payments
OMF O-MF - Virtual lending, P2P, crowdfunding
OMG O-MG - Mobile channel service providers
P P - Collective Investment Vehicles
PB P-B - Private Equity Funds
PBA P-BA - Growth Equity Fund
PBB P-BB - Venture Capital Fund
PBC P-BC - Leveraged Buyout Fund
PBD P-BD - Mezzanine Fund
PD P-D - Fund Management Companies (Tied to a Collective Inv
PDA P-DA - Fund Management Company
PE P-E - Non-Fund Collective Investment Vehicles
PEA P-EA - Other Non-Fund
PF P-F - Fund of Funds/Secondaries
PFA P-FA - Fund of Funds
PFB P-FB - Secondary Purchase
PFC P-FC - Secondary-Fund
PG P-G - Sector Funds and Non-Private Equity Funds
PGA P-GA - Distressed and Special Situations Fund
PGB P-GB - Hedge Fund
PGC P-GC - Public Equity Fund
PGD P-GD - Small Business Fund
PGE P-GE - Infrastructure Fund
PGF P-GF - Forestry Fund
PGG P-GG - Real Estate Fund
PGH P-GH - Microfinance Fund
PGI P-GI - Other Sector Fund
PGJ P-GJ - Other Non-Private Equity Fund
Q Q - Wholesale and Retail Trade
QA Q-A - Wholesale
QAA Q-AA - Wholesale (Including Grocery and Farm Products)
QB Q-B - Retail
QBA Q-BA - Retail (Including Supermarkets, Grocery Stores, etc.)
R R - Professional, Scientific and Technical Services
RA R-A - Professional, Scientific and Technical Services
RAA R-AA - Engineering Services
RAB R-AB - Marketing Consulting Services
RAC R-AC - Other Services (Including IT Enabled Services)
RB R-B - Software
RBA R-BA - Computer Systems Design and Related Services (Syste
S S - Health Care
SA S-A - Hospitals, Clinics, Laboratories & Other
SAA S-AA - Hospitals and Clinics
SAB S-AB - Medical Laboratories
SAC S-AC - Other Medical
T T - Education Services
TA T-A - Education
TAA T-AA - Elementary and Secondary Schools
TAB T-AB - Colleges, Universities, and Professional Schools
TAC T-AC - Other Training
U U - Accommodation & Tourism Services
UA U-A - Accommodation & Tourism Services
UAA U-AA - City and Business Hotel
UAB U-AB - Resort Hotel (Including Lodges)
UAC U-AC - Travel Agency
UAD U-AD - Tour Operators (i.e., Arranging and Assembling Tours
UAE U-AE - Other (Including Restaurants, Amusement Parks, etc.)
V V - Electric Power
VA V-A - Thermal Power Generation
VAA V-AA - Coal - Thermal Power Generation
VAB V-AB - Gas - Thermal Power Generation
VAC V-AC - Heavy Fuel Oil - Thermal Power Generation
VAD V-AD - Light Fuel Oil - Thermal Power Generation
VAE V-AE - Multi Fuel - Thermal Power Generation
VB V-B - Renewable Energy Generation
VBA V-BA - Large Hydro - Renewable Energy Generation
VBB V-BB - Small Hydro (<10MW) - Renewable Energy Generation
VBC V-BC - Wind Power - Renewable Energy Generation
VBD V-BD - Bio-Mass - Renewable Energy Generation
VBE V-BE - Geothernal - Renewable Energy Generation
VBF V-BF - Solar - Renewable Energy Generation
VBG V-BG - Renewable Funds - Renewable Energy Generation
VBH V-BH - Renewable through Financial Intermediaries - Renewa
VBI V-BI - Waste to Energy - Power
VBJ V-BJ - Renewable Energy Holding Companies
VC V-C - Integrated Utilities
VCA V-CA - Integrated Utilities
VD V-D - Electric Power Transmission
VDA V-DA - Electric Power Transmission
VE V-E - Electric Power Distribution
VEA V-EA - Distribution Business
VEB V-EB - Rural Electrification
VF V-F - Power Projects through FI (non RE)
VFA V-FA - Power Projects through FI (Non RE)
VG V-G - Electric Power Funds (non RE)
VGA V-GA - Electric Power Funds (non RE)
VH V-H - Energy Efficiency
VHA V-HA - Energy Efficiency
VI V-I - Electric Power Other (Including Holding Companies)
VIA V-IA - Electric Power Other (Including Holding Companies)
W W - Public Administration
WA W-A - National Government
WAA W-AA - National Government
WB W-B - Municipal Entity
WBA W-BA - Municipal Entity
WBB W-BB - Municipal Finance - Transport and Roads [Project onl
WBC W-BC - Municipal Finance - Water, Wastewater, District Hea
WBD W-BD - Municipal Finance - Power and Gas Distribution [Proj
WBE W-BE - Municipal Finance - Schools and Hospitals [Project on
WBF W-BF - Municipal Finance - Multiple Sectors [Project only]
WBG W-BG - Municipal Finance - Other [Project only]
X X - Other (For Non-Investment Projects)
XX X-X - Other
XXX X-XX - Other
XXY X-XY - Other
XXZ X-XZ - Other
Y Y-Non-Sector Specific Advisory Services
YY Y-Y - Non-Sector Specific Advisory Services
YYY Y-YY - Non-Sector Specific Advisory Services
Oil Crops (Coconut, Rapeseed, Peanut, Sunflower, etc.)

Agricultural Crops Production

ducts (Flowers)
tton, Sisal, Jute, etc.)

uction (Includes Development)

ncluding Tin, Tantalum, Tungsten, etc.)

al Mining and Quarrying
d Industrial Ores (Including Magnesite, Fluorite, Sulfur, Soda Ash, Clays, Gypsum, Lime, Peat, Boron, Diatomite, Feldspar, etc.)
ction Materials (Including Asbestos, Crushed Stone Construction, Aggregates, Granite Block, Sand, etc.)
r and District Heating & Cooling
water Utilities

and Management
Treatment and Management

nd Passenger Transporation
General Freight Trucking)

port or Pipeline

ons (Includes Toll Roads)

tivities for Transportation (Grain Terminals, Cargo Terminals, Airport Operations)

g Agricultural Products)

(Milling, Starch, Flour, Malt)

le Preservation or Processing (Canning, Freezing, Drying, Jams, etc.)

ng and Processing
Preparation and Packaging
 and Coal Products

organic Chemical

ganic Chemical
ubber, and Artifical Synthetic Fibers and Filament Manufacturing

s (Including Nylon, Polyester, Rayon, etc.)

er and Other Agricultural Chemical Manufacturing

al Chemicals (Pesticides, etc.)

and Medicine

g Compound (Soap, Detergent, etc.)

Product Manufacturing

Clay Products

and Plumbing Fixtures (Including Kitchenware)

Gypsum Tiles)

roducts (Including Glass and Mineral Wool)

awing of Purchased Steel

cts (Including Wire, Metal Sheets etc.)

lled Copper, Brass, etc.)

ding Boxboard, Fiberboard)

ding Multiple Types)

Products (Including Boxes, Cartons, etc.)

cluding Integrated with Fiber Production)

Printing, Finishing, etc.)

e Operation (Spinning, Weaving/Knitting, but no Garment )

e Products (Including Drapes, Mattress Covers, Carpets, Towels, etc.)

ducts (Including Industrial and Medical Products)

parel (Without Fabric , Excluding Footwear)

arel (With Primary Textile Operations, Excluding Footwear)

Rubber Products (Including Polypropylene Bags, Housing Components, Containers, etc.)

Product Manufacturing
oundries/Castings

ther Metal Container (Including Aluminum Beverage Cans)

ous Fabricated Metal Products (Including Non-Wood Housing Products, Tanks, Cutlery, Kitchen Utensils and Handtools, etc.)
ent, Appliances and Components
nery, Equipment and Components (Electric Lighting, Motors, Batteries, Insulated Wires and Cables, Fiber Optic Cable, Carbon and Graphite Products, etc
tronic Products(Computers & Peripherals, Communications Equip., Elec. Watches & Similar Elec. Products. Integrated Circuits & the application of Minit
ances (Including Refrigerators, Laundry Machine, Dishwashers, etc.)
 Light Vehicle
ommercial Vehicle
cluding Bicycles)

her Industrial
struction, and Mining Machinery

y (Including Metalworking Machinery, Ventilation, Heating and Air-Conditioning, etc.)

onsumer Products (Including Sporting and Athletic Goods, Exercise Equipment, Jewelry, Musical Instruments, Toys, Games, Diversified)

Wood Preservation (including chipping)

d Engineered Wood Products

ducts (excluding Furniture)
ated Products
elated Products

ic Equipment

Satellite Telecommunications, Radio and Television Broadcasting, etc.)

roviders (Including ISPs, Datacenters)

king - General
king - Housing Finance
king - Microfinance

ing - Risk Mgmt Facility

ing - Rural Finance
king - Agency Line
king - SME Finance
 ng - Consumer Finance
ing - Distressed Assets
ing - Trade and Supply Chain
ing - Institution Building
king - Digital Finance [Project only]

es - Consumer Finance
es - Digital Finance [Project only]
nce Company
ance Company

e Institutions
age Institutions

g Financial Institution (NBFI)

ng Financial Institution (NBFI)

d Small Business - Non Commercial Banking

ture (Clearance and Settlement, etc.)

nancing Company (Including Investment Banking)

ment Company
des Risk Management Entities)

nce (Life and Non-life)

gs and Pensions
nce (Life and Non-life) - Digital Finance [Project only]

formation Vendor
tions Processing

s, ecommerce payments
P2P, crowdfunding
service providers

t Companies (Tied to a Collective Investment Vehicle)

e Investment Vehicles

Non-Private Equity Funds

pecial Situations Fund

e Equity Fund

ding Grocery and Farm Products)

Supermarkets, Grocery Stores, etc.)

fic and Technical Services
tific and Technical Services

ting Services
cluding IT Enabled Services)
ms Design and Related Services (System Integration, Custom Computer Programming, IT Services etc.)

aboratories & Other

econdary Schools
ties, and Professional Schools

ourism Services
Tourism Services

uding Lodges)

.e., Arranging and Assembling Tours)

Restaurants, Amusement Parks, etc.)

ower Generation
wer Generation
hermal Power Generation
ermal Power Generation
mal Power Generation

newable Energy Generation

MW) - Renewable Energy Generation
newable Energy Generation
wable Energy Generation
ewable Energy Generation
e Energy Generation
s - Renewable Energy Generation
gh Financial Intermediaries - Renewable Energy Generation

y Holding Companies

ough FI (non RE)

rough FI (Non RE)
 nds (non RE)

er (Including Holding Companies)

her (Including Holding Companies)

ce - Transport and Roads [Project only]

e - Water, Wastewater, District Heating, and Waste [Project only]
ce - Power and Gas Distribution [Project only]
e - Schools and Hospitals [Project only]
e - Multiple Sectors [Project only]
ce - Other [Project only]
tment Projects)

dvisory Services
c Advisory Services
fic Advisory Services
arbon and Graphite Products, etc.)
Circuits & the application of Miniturization Technologies characterize this sector.)
mes, Diversified)
 Home
Manage Project Types Common
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Financ
Management > Define Project Foundation Configuration

Name Description Set Enable billing

Fixed Fee Common Set √

entation Project > Project Financial Management > Project Financial

Enable capitalization From Date To Date Default Cost Burden Schedule

01/01/2015
 Burdening Options
Create Expenditure
Include Burden Cost on Items for Burden Cost Project Name Task Name Create Separate Expenditure
Same Expenditure Item Item for Burden Cost
Components
 Asset Cost
Create Burden Cost Accounting Created Burdened Cost Cost Type Asset Line Grouping Allocation
JE Accounting JE Method
Method
 Capitalization Options
Event Processing Require Complete Override Asset Group Supplier Export to Assets as Export to Assets as
Method Asset Definition Assignment Invoices New Additions Merged Additions
Default Capitalized
Interest Rate Allow Override
Schedule
 Home
Manage Financial Plan T Common
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Finan
Control Configuration

Name Description

Approved Budget planned costApproved Budget planned cost and revenue in same plan ver
Primary Forecast planned cosPrimary Forecast planned cost and Revenue in same

Rate Schedules Use planning rates

US_IS01_BU Y
US_IV01_BU Y
US_SO01_BU Y
US_AS01_BU Y
US_AM01_BU Y
ts > IFC Fusion Implementation Project > Project Financial Management > Define Project

Plan Class Approved Cost Approved Revenue Budget Primary Cost Forecast
Budget

(Designate as
approved cost (Designate as approved revenue (Designate as primary cost
budget) forecast)
budget)
Budget Y Y N/A
Forecast Y Y N/A

Cost Options
Person Job Nonlabor Resource Resource Class
Person Cost Rates Job Cost Rates Non Labor Cost Rates Resource Class Cost Rates
Person Cost Rates Job Cost Rates Non Labor Cost Rates Resource Class Cost Rates
Person Cost Rates Job Cost Rates Non Labor Cost Rates Resource Class Cost Rates
Person Cost Rates Job Cost Rates Non Labor Cost Rates Resource Class Cost Rates
Person Cost Rates Job Cost Rates Non Labor Cost Rates Resource Class Cost Rates
Primary Revenue Forecast Workflow Enabled for From Date To Date
Status Changes

(Designate as primary revenue (Use workflow for

forecast) status changes)

N/A 01/01/2001
N/A 01/01/2001

Revenue Options
Burden Schedule Person Job Nonlabor Resource
Resources Burden Schedule Person Bill Rates Job Bill Rates Non Labor Bill Rates
Resources Burden Schedule Person Bill Rates Job Bill Rates Non Labor Bill Rates
Resources Burden Schedule Person Bill Rates Job Bill Rates Non Labor Bill Rates
Resources Burden Schedule Person Bill Rates Job Bill Rates Non Labor Bill Rates
Resources Burden Schedule Person Bill Rates Job Bill Rates Non Labor Bill Rates
 Automatically submit
Enable planning in
Set as default financial plan type multiple transaction forecasts for Automatically
approval approve forecasts
currencies

Y N/A N/A
Y N/A N/A

Resource Class
Resource Class Bill Rates
Resource Class Bill Rates
Resource Class Bill Rates
Resource Class Bill Rates
Resource Class Bill Rates
 Set Assignments

Code Name Description Quantity Raw cost Burdened Revenue Raw cost Burdened
cost rate cost rate

COMMON Common Set Y Y Y Y Y Y

COMMON Common Set Y Y Y Y Y Y
 Plan Settings

Bill Rate Planning Calendar Type Period Profile Planning Currency

Level

Y Project and all Accounting Calend Accounting Period INR,USD,MXN,GBP,AUD

Y Project and all Accounting Calend Accounting Period INR,USD,MXN,GBP,AUD
Cost Options Revenue Options

Rate Type Date Type Rate Type Date Type

Corporate From date of budget line Corporate From date of budget line
Corporate From date of Forecast linCorporate From date of Forecast line
 Generation
Rate Settings Options(For
Budget)
Budget Source
Rate Schedules Creation Generation Source Plan Revenue Generation
Source Plan Type Method
Method Version
Refer to Following Table
Refer to Following Table Generate fr Financial plan t Cost and ReCurrent basePlanning rate based
Project plan typProject PlanBaseline
 Generatio
n
Options(Fo
Carry
r Forecast)
Retain Retain forward Actual Allow Retain
Forecast Revenue Open Manually
Manually override ETC unused Amounts Generation negative Commitme Added
Added Budget rates from amounts Through ETC
Lines source Method from past Period Method calculation nts Forecast
periods Lines
N/A N/A N/A N/A N/A N/A N/A
Y Remaining pY Current perioplanning rate based Y Y
 Reporting Export Option Additional
Options Information
Retain
Report
override Quantity Report Amount Scale Project Plan
rates from Cost Options
source Using
N/A Cost Burdened co 31/12/1899 Project currency Remain as default Remain as default
Y Cost Burdened co 31/12/1899 Project currency Remain as default Remain as default
 Home
Manage Project Plan Type Common
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project Finan
Configuration

Name Description From Date

Standard Project Plan Type Standard Project Plan Type 01/01/2001

Rate Schedules Use planning rates

Person
US_IS01_BU Y Person Cost Rates
US_IV01_BU Y Person Cost Rates
US_SO01_BU Y Person Cost Rates
US_AS01_BU Y Person Cost Rates
US_AM01_BU Y Person Cost Rates
n Implementation Project > Project Financial Management > Define Project Control

Use third-party software for Enable planning in multiple

To Date scheduling transaction currencies

Code

N Y COMMON

Project Plan Options(Cost

Options)

Job Nonlabor Resource Resource Class Burden Schedule

Job Cost Rates Non Labor Cost Rates Resource Class Cost Rates Resources Burden Sche
Job Cost Rates Non Labor Cost Rates Resource Class Cost Rates Resources Burden Sche
Job Cost Rates Non Labor Cost Rates Resource Class Cost Rates Resources Burden Sche
Job Cost Rates Non Labor Cost Rates Resource Class Cost Rates Resources Burden Sche
Job Cost Rates Non Labor Cost Rates Resource Class Cost Rates Resources Burden Sche
Set Assignments Plan Settings

Enable costs for

Name project plan Calendar Type Period Profile

Common Set Y Accounting Calendar Accounting Period

Project Plan
Options(Revenue
Options )
Person Job Nonlabor Resource Resource Class
Person Bill Rates Job Bill Rates Non Labor Bill Rates Resource Class Bill Rates
Person Bill Rates Job Bill Rates Non Labor Bill Rates Resource Class Bill Rates
Person Bill Rates Job Bill Rates Non Labor Bill Rates Resource Class Bill Rates
Person Bill Rates Job Bill Rates Non Labor Bill Rates Resource Class Bill Rates
Person Bill Rates Job Bill Rates Non Labor Bill Rates Resource Class Bill Rates
 Task Settings Currency Settings
Date
Use task planned Automatically roll up Synchronize task
dates as task Adjustmen Planning
assignment dates task planned dates transaction dates with
planned dates t Buffer in Currency
Rate Type
Days
Y N N INR,USD,MXN,GBPCorporate
Rate Settings Progress Settings
Physical
Rate Percent Allow negative ETC
Date Type Schedules Complete ETC Method calculation
Calculatio
Refer to Following Table
Start date of project plan line n Method Remaining Plan
Cost N
 Generate Additional
Budget Generation Options
budget Automatic Informatio
Automaticall Primary version ally n
Update planned Physical Financial designate Project
quantity with y generate Percent when Plan
EAC quantity forecast Complete setting Plan Type budget Options
version baseline version as
Y N Basis Y project Generate bud
for N
baseline
plan
 Home
Manage Project Templates Open
Navigation: Setup and Maintenance > Manage Implementation projects > IFC Fusion Implementation Project > Project F

Template Name Template Number Business Unit

Basic Information
Template Name Template Number Business Unit
IS Fixed Fee Template 1000 US_IS01_BU
IV Fixed Fee Template 2000 US_IV01_BU
US_SO01_BU
AS Fixed Fee Template 3000 US_AS01_BU
AMC Fixed Fee Template 4000 US_AM01_BU

Quick Entries
Field Name Specification Prompt
Organization Organization
Classification Business Objective
Project Finish Date Project Finish Date
Legal Entity Legal Entity
Project Name Project Name
Project status Project status
Project Number Project Number
Project Start Date Project Start Date
Project Manager Project Manager
Transferred Department Project Classification Department Tranfered to
Region Region LOV
Sector Sector LOV
Project Plan
Basic Information
Priority Service
BILLABLEType
TASKS Work Type

Currency Conversion
Project Currency Rate Type Date Type

Cross-Charge Options
Allow cross-charge transactions from other Process cross-charge
business units transactions for labor Transfer Price Schedule

Project Plan Type * Click on add

Project Plan Type

Resource Breakdown Structures * Add and select the RBS, and set it primary for both planning and reporting
Name Primary Planning Primary Reporting
Default - Investment Services √ √
Default - AMC √ √
Default - Infra Ventures √ √
Default - Advisory Services √ √
Project Plan * Setup task detail by Action- Manage Tasks- Edit Task Details
Task Number Task Name Planned Start Date
mentation Project > Project Financial Management

Project Unit Organization Project Type

Legal Entity Project Unit Organization

International Finance Corporation New Investment Services US_IS01_BU
International Finance Corporation New IInfraVentures InfraVentures
International Finance Corporation New Special Operations
International Finance Corporation New Advisory Services Advisory Services
International Finance Corporation New Billing to AMC US_AM01_BU

Required
31/12/1899
31/12/1899
30/12/1899
31/12/1899
31/12/1899
30/12/1899
31/12/1899
31/12/1899
31/12/1899
No
No
No

Outline Display Level Planning project Enable project space for

document management
31/12/1899 Y Y

Process cross-charge transactions for nonlabor Transfer Price Schedule

both planning and reporting

Usage Allow Resource Changes at
Planning Reporting Project Level
√ √
√ √
√ √
√ √
t Task Details
Planned Finish Date Task Manager Transaction Controls
From Date To Date

Project Type Initial Project Status From Date

Fixed Fee Active 01/01/2001
Fixed Fee Active 01/01/2001
Active 01/01/2001
Fixed Fee Active 01/01/2001
Fixed Fee Active 01/01/2001
Transaction Start Date Transaction Finish Date Additional Information
To Date Enable project space for Sponsored Project
document management
Y N
Y N
Y N
Y N
Y N
Task Billable Critical
Milestone Receive Interproject Invoices Service Type
 Physical Percent Progress ETC
Work Type Complete Organization Actual Start Date
Method
Calculation Method
Actual Finish Date Baseline Start Date Baseline Finish Estimated Finish Physical Percent
Date Date Complete
 Effort Planned in Project
Planned Progress EAC ITD Actual Baseline Ledger Currency
(CAD)
 ITD Actual in Raw ITD
CostActual in Baseline in Project
Planned in Project Project Ledger Project Currency Baseline in Project Ledger Currency
Currency (CAD) Currency (CAD)
Currency (CAD) (CAD) (CAD)
Notes
 Home
Manage Oracle Social Network Objects for Project Execution Management Common
Navigation: Setup and Maintenance > Project Execution Management > Define Project Management Configuration

Business Object
Project
Attributes
Project Enable
Description Enable
Project Start Date Enable
Project Finish Date Enable
Project Number Enable

Business Object
Project Change Order
Attributes
ChangeDocument Enable
Comments Enable
Name Enable
Cancellation Comments Enable
Owner Enable
Project Enable
Priority Enable
Reason Enable
Stage Enable
Status Enable
Reason for Canceling Enable

Business Object
Project Deliverable
Attributes
Name Enable
DeliverableId Enable
Need-by Date Enable
Type Enable
Priority Enable
Status Enable
Owner Enable

Business Object
Project Issue
Attributes
Description Enable
Close Date Enable
 Issue ID Enable
Need-by Date Enable
Resolution Enable
From Date Enable
Summary Enable
Create By Enable
Type Enable
Owner Enable
Priority Enable
Project Enable
UI Summary Enable
Status Enable
Close Reason Enable
Creation Date Enable
Create By Enable
Reopen Summary Enable

Business Object
Task
Attributes
Task Enable
Project Enable
Start Date Enable
Finish Date Enable
Priority Enable
Owner Enable
Status Enable
nt Configuration
 Home
Manage Mapping Sets Common
Navigation: Setup and Maintenance > Project Financial Management > Define Subledger Accounting Rules for Project Fi

Name Short Name Output Type

Edit Mapping Set

Input Sources
Number Import Source

Chart of Accounts
Chart of Accounts Segments

Expenditure Type Output Effective Start Date (M/d/yy)

> Define Subledger Accounting Rules for Project Financial Management

Subledger Application

Effective End Date (M/d/yy)

 Home
Manage Account Rules: Project Costing Common
Navigation: Setup and Maintenance > Project Financial Management > Define Subledger Accounting Rules for Project Finan

Manage Account Rules Description Status Created By

ger Accounting Rules for Project Financial Management

Short Name Chart of Accounts Rule Type Value Type Value

 Home
Manage Subledger Journal Entry Rule Sets: Project Costing Common
Navigation: Setup and Maintenance > Project Financial Management > Define Subledger Accounting Rules for Project Finan

Name Event Class Event Type Created By

Line Type Journal Line Rule Accounting Class Account Combination Rule
er Accounting Rules for Project Financial Management

Chart of Accounts Description Status

IFC Accounting Flexfield

Segment Rules
Ref Fin COA
IFC_INTERCOMP IFC_FUTUR
IFC_LE IFC_LOB IFC_ACCOUNTS ANY E1
 Line Description Rule
IFC_FUTURE2
 Home
Manage Accounting Method: Project Costing Common
Navigation: Setup and Maintenance > Project Financial Management > Define Subledger Accounting Rules for Project Finan

*Edit Accounting Method Below

Name Description Chart of Accounts

*Disable the previous event class, add a new one for each of the accounting methods
Event Class Event Type Rule Set
r Accounting Rules for Project Financial Management

Status Created By

Status Effective Start Date Effective End Date

Investment Services Project Fields

Project Category
Project Subcategory
IFC Fund/Facility
SME Type
Project Tier
Project Country
Sector
Security Classification
Stage
Status