PeopleSoft Enterprise Project Costing 9.1 PeopleBook

Integrating with Services Procurement

This chapter provides an overview of integration with PeopleSoft Services Procurement and discusses how to integrate time and expense data into PeopleSoft Project Costing.

Understanding Integration with Services Procurement

The time entry component in PeopleSoft Services Procurement uses the same standard integration functionality as other PeopleSoft applications that integrate with PeopleSoft Project Costing. This enables you to incorporate time and expense data into the PeopleSoft Project Costing application from PeopleSoft Services Procurement.

Importing time and expense data from PeopleSoft Services Procurement to PeopleSoft Project Costing is a three step process:

Associate project ChartField information with PeopleSoft Services Procurement requisition or work order distribution lines.

The PeopleSoft Services Procurement system uses requisitions, work orders, and assignment incidents to accumulate time and expenses. You can accumulate charges against projects based on actual costs or a percentage allocation.
In PeopleSoft Services Procurement, specify the export parameters on the Send Time/Expenses to Projects page and run the Export Time and Expenses to Staging table for Projects Application Engine process (SPA_PROJ_EXP).

The system selects approved transaction data from the time and expense tables based on criteria that you select on the run control page, and generates rows in the Project Transaction staging table (SP_PROJ_RES_STG) for both daily time entered and individual expenses. Keep in mind that:
- The process sends only those rows to PeopleSoft Project Costing that contain a project business unit, project, and activity.
- The Business Unit field value (BUSINESS_UNIT) in PeopleSoft Services Procurement populates the PO (purchase order) Business Unit field (BUSINESS_UNIT_PO) in PeopleSoft Project Costing.
- PeopleSoft Services Procurement sends assignment incident transactions to PeopleSoft Project Costing as expense transactions.
- The Time Quantity (TIME_QUANTITY) and Unit of Measure (UNIT_OF_MEASURE) fields are blank for expense transactions from PeopleSoft Services Procurement.
In PeopleSoft Project Costing, run the Services Procurement to Project Costing Application Engine process (PC_SP_TO_PC) to load the staged data into the Project Transaction table (PROJ_RESOURCE).

Integrating Time and Expense Data into PeopleSoft Project Costing

This section discusses how to:

Export time and expense data to the staging table.
Import time and expense data into PeopleSoft Project Costing.

Pages Used to Integrate Time and Expense Data into PeopleSoft Project Costing

Page Name	Definition Name	Navigation	Usage
Send Time/Expenses to Projects	SPF_PROJ_EXP	Services Procurement, Manage Projects and Activities, Send Time/Expenses to Projects, Send Time/Expenses to Projects	Run the Export Time and Expenses to Staging table for Projects process to export approved time and expense data in PeopleSoft Services Procurement to the Project Transaction staging table.
Services Procurement	PC_SP_TO_PC	Project Costing, Cost Collection, Services Procurement, Services Procurement	Import approved time and expense data into PeopleSoft Project Costing from PeopleSoft Services Procurement.

Exporting Time and Expense Data to the Staging Table

Access the Send Time/Expenses to Projects page in PeopleSoft Services Procurement (Services Procurement, Manage Projects and Activities, Send Time/Expenses to Projects, Send Time/Expenses to Projects ).

See Integrating with PeopleSoft Project Costing.

Importing Time and Expense Data into PeopleSoft Project Costing

Access the Services Procurement page (Project Costing, Cost Collection, Services Procurement, Services Procurement).

Option

Select an option to import time and expense entries for all activities or for specific ones. Options are:

All: Imports all approved time and expense reports into the Project Transaction table (PROJ_RESOURCE) that are staged in the Project Resource staging table.

Business Unit: Imports approved time and expense reports for the selected business unit.

Business Unit/Project: Imports approved time and expense reports for the selected business unit and project only.

Business Unit/Project/Activity: Imports approved time and expense reports and expenses for the selected business unit, project, and activity only.

Date Option

Select Accounting Date, All, or Transaction Date for the system to use to determine eligible transactions. For example, if you select Accounting Date and enter a date range of December 1 to December 31, the system selects only those transactions in the Project Transaction staging table with an accounting date that falls in the range.

From Date and Through Date

Enter the range of dates to process based on the selected Date Option.

Run

Click to initiate the Services Procurement to Project Costing process and import the specified time and expense data to the Project Transaction table.

During the integration process, the system converts expense amounts that differ from the business unit currency if the appropriate exchange rates are set up.

When the process completes, you can view time and expense transactions on the Transaction List page that are imported into the Project Transaction table, as follows:

Expenses appear as transactions with the analysis type that is specified on the Installation Options - Project Costing Integration page for Expenses.

The delivered default analysis type is ACT.
Time reports appear as transactions with the analysis type specified on the Installation Options - Project Costing Integration page for Mobile Time / Expense.

The delivered default analysis type is TLX.

Note. You can not drill down to the source transactions in PeopleSoft Services Procurement by using the Drill to Source icon on the Transaction List page.

Option	Select an option to import time and expense entries for all activities or for specific ones. Options are: All: Imports all approved time and expense reports into the Project Transaction table (PROJ_RESOURCE) that are staged in the Project Resource staging table. Business Unit: Imports approved time and expense reports for the selected business unit. Business Unit/Project: Imports approved time and expense reports for the selected business unit and project only. Business Unit/Project/Activity: Imports approved time and expense reports and expenses for the selected business unit, project, and activity only.
Date Option	Select Accounting Date, All, or Transaction Date for the system to use to determine eligible transactions. For example, if you select Accounting Date and enter a date range of December 1 to December 31, the system selects only those transactions in the Project Transaction staging table with an accounting date that falls in the range.
From Date and Through Date	Enter the range of dates to process based on the selected Date Option.
Run	Click to initiate the Services Procurement to Project Costing process and import the specified time and expense data to the Project Transaction table.