Project Codes Not Integrating in ExecuTime


Description of Issue
  • Project codes are not integrating into ExecuTime.
  • PL codes are in Munis.
  • Preview on the integration is blank.
  • Cannot see Project Ledger (PL) accounts from time sheet entry.
Context
  • Munis
  • ExecuTime
  • ET
Cause
  • Incorrect configuration of Location Codes and/or Security within Munis.
  • The Project Ledger integration is a real-time integration that does not require anything to be run on System Admin > UI Environment Flags > Tyler Integration.


Resolution

The Project Ledger integration is a real-time integration meaning there is not a specific job that must be run for the accounts to display.

  • Verify the user defined in ExecuTime > System Admin > UI Environment Flags > Tyler Connectivity > Genero Web Service URL (user authentication) has permissions within Munis > System Administration > Security > Roles > Project Accounting to access the necessary Project Ledger information.
  • Verify within Munis > Human Capital Management > Payroll > Payroll Setup > Location Codes that the Project Code Sets are defined and assigned to each location as needed.
  • Verify the employee's JCD Policy (ExecuTime > System Admin > Policy and Rules Engine > JCD Policy) allows access to PL Account/GL Account field.
    • Note: These fields are those that are seen in the ExecuTime > System Admin > UI Environment Flags > Tyler Connectivity section and should not be those in the UI Environment Flags (these pull from different fields)
  • If still not able to see Project Ledger accounts, contact Support or your implementation staff.
Additional Information