As a FM, PMO, I can manage payments

As a FM, Project Manager (PM), other managers (PMO, PfM, PgM, PMA) I can manage payments at the PAYMENTS tab.

A Plan Payment is detailed as follows :

  • Project ID : Unique identifier automatically generated for each procurement record.
  • Project : Project Name
  • Title : Short name or label describing the procurement item or service.
  • Amount : Total monetary value of the procurement as per the contract or invoice.
  • Invoice date : Date of submission of invoice.
  • Status : Current state of the procurement (e.g.,Payment Planned, Payment In Process)
  • Status date : Date of record creation or update. Date on which the procurement status was last updated.
  • Client Organization : Identifier of the buyer organization. The organization requesting or funding the procurement.
  • Client Project : Identifier of the buyer’s project.
  • Contractor Organization : Identifier of the seller organization.
  • Contractor Project : Identifier of the seller’s project.
  • Currency : Currency type in which the procurement amount is defined (e.g., USD, INR, EUR).
  • Legal Number : Official legal reference number (e.g., invoice number, tax ID)
  • Amount to pay : Number for invoice amount to pay, actually (maybe after conversion, discount, penalty, etc.).
  • Currency to pay : Currency for invoice amount to pay.
  • Purchase order : Alphanumeric to identify the contract.
  • Due date : Date of due payment of invoice.
  • Description : Detailed explanation of the procurement or purpose.
  • Payee’s Account Number : Bank account number or payment account of the seller for fund transfer.

As a PMO, I can change the status of the payments according to the following chart.

As a PMO, I can edit payments according to the status.

As a PMO, I can see logs for payments at the PAYMENTS tab by switching toggle ‘Show Log’.

‘FROM’ and ‘TO’ date sort the payment records.

Frequently Asked Questions
Who can manage payments in PMPeople?

Financial Managers (FM), Project Managers (PM), and other managers including PMO, Portfolio Managers (PfM), Program Managers (PgM), and PM Assistants (PMA) can manage payments via the PAYMENTS tab.

What payment details can be edited by a PMO?

A PMO can edit payment details such as status, amount to pay, currency to pay, due date, payee’s account number, and description—subject to the current payment status and system permissions.

How can I view payment history or logs?

In the PAYMENTS tab, toggle on ‘Show Log’ to view the audit log of all changes made to payment records, including status updates and edits. You can filter logs by ‘FROM’ and ‘TO’ date ranges.