19 Download Job Cost Information

This chapter contains these topics:

19.1 Downloading Job Cost Information

After you create your cost code structures, you can create a chronological job schedule for the tasks within each job. You can set up your job schedules on your system, or you can download your cost code structure to a PC and use a PC scheduling tool, such as the Primavera Project Planner, to set up your job schedule. To do so, you must first link your system to the PC scheduling tool.

Complete the following tasks:

This section contains the following:

  • Linking to Primavera

  • Downloading Schedule Information

19.2 Linking to Primavera

If you schedule your jobs on a PC using the Primavera Project Planner, you must set up the link between your cost code structure and the Primavera Project Planner.

The link between the Job Cost system and the Primavera Project Planner is described below.

Job Cost Primavera
Business unit category codes 21, 22, or 23 Project
Schedule number or cost code Activity
Cost type Cost account
Account category codes 21, 22, or 23 Resource and resource designator

The information in the following table describes how to set up the link.

Primavera Link Setup
Project You should designate business unit category code 21, 22, or 23 for the link. In the Category Code field on Category Code Revisions or Job Revisions by Company, enter the project IDs for the corresponding business units.
Activity Use one of the following methods to set up the activity link:

  • Enter the activity ID in the first eight positions of the Schedule Number field for the corresponding cost code on the Cost Code Schedule form.

  • Set up the activity ID so that it is the same as the corresponding cost code. For example, cost code 02200 would correspond to activity ID 02200.
Cost account If you use Primavera cost accounts, you must set up the cost account so that it is the same as the corresponding cost type. For example, cost type 1340 would correspond to cost account 1340.
Resource and resource designator You should designate account master category code 21, 22, or 23 for the link. In the Schedule field on Cost Code Schedule, enter the information. The first eight positions of the field are for the resource ID and the remaining positions are for the resource designator.

19.2.1 Before You Begin

  • Specify the category codes to use for your links in the processing options for the JD Edwards World to Primavera Download program

See Also:

  • The Primavera Project Planner User's Guide.

19.3 Downloading Schedule Information

Navigation

From Job Cost (G51), choose Job Cost PC Interfaces

From Job Cost PC Interfaces (G5124), choose JD Edwards World to Primavera Download

You can use a PC to set up your job schedules. After you set up the link between the Job Cost system and the Primavera Project Planner, you can download your cost code structure information to a PC. To do so, run the JD Edwards World to Primavera Download program.

When you run the JD Edwards World to Primavera Download program, the system creates a table that can be downloaded to a PC and imported into Primavera. The table contains the following through the date that the table was created:

  • Project

  • Activity

  • Resource

  • Resource designator

  • Cost account

  • Actual amounts and units

After you run the program, the Job Cost system can print a report that indicates what information has been downloaded. The system can also print a report showing accounts that could not be downloaded. You can use this information to identify and correct problems. You specify the report format in the processing options for the JD Edwards World to Primavera Download program.

See Also:

  • The Primavera Project Planner User's Guide.