Managing Services Activities

This chapter provides an overview of activities in PeopleSoft Services Procurement and discusses how to:

Click to jump to parent topicUnderstanding Activities in PeopleSoft Services Procurement

Activities are specific tasks that you allocate time or progress against. When Project Costing is not installed, activities are generic, not related to projects, and are associated to work orders based on service type or service. Use activities to further define the work order scope.

Understanding Activities When PeopleSoft Project Costing is Installed

When Project Costing is installed, activities are associated to specific projects. This is typically used when service providers are assigned to work on multiple projects in multiple departments concurrently. Use activities on timesheets to break down the various costs that are associated with a project or work orders. In this scenario, any project for which you incur costs directly must contain at least one activity.

Note. When you associate a project to an activity, you must have a project business unit and project defined as a ChartField in order to charge time or progress against it.

Understanding ChartFields When PeopleSoft Project Costing is Installed

Use the Standard ChartField Configuration page to determine which ChartFields are available to use on requisitions and work orders. The values that default onto each ChartField on a requisition line or manual work order come from the business unit or user defaults. You can specify multiple ChartField combinations on a requisition. Those combinations are editable until the requisition line is submitted for approval. ChartField combinations are carried over when a work order is created from a requisition. Whether a work order is created manually or is linked to a requisition line, the ChartField combinations specified on the work order may only be modified until a certain point, depending on whether there are related purchase orders or existing time sheets.

When purchase order integration is enabled, you cannot make changes to the distribution after the purchase order has been created. When purchase order integration is not enabled, it is possible to modify the distributions until a time sheet has been created. If the actual allocation method is used for the work order, new distributions may be added even after a time sheet has been created, but existing distribution lines may not be deleted or changed. The ChartField combinations from the work order are subsequently used in the integration with PeopleSoft Purchasing and Accounts Payables.

Click to jump to top of pageClick to jump to parent topicPrerequisite

When Project Costing is installed, you must create a project in PeopleSoft Project Costing or PeopleSoft Services Procurement before you can assign activities to it.

Click to jump to parent topicManaging Activities When Project Costing is Not Installed

This section discusses how to:

You can also associate activities by service type.

Click to jump to top of pageClick to jump to parent topicPages Used to Manage Activities When Project Costing is Not Installed

Page Name

Definition Name

Navigation

Usage

Service Activities

SPB_SETID_ACTIVITY

Services Procurement, Define Services Procurement, General Setup, Project/Activity Definitions, Service Activities

Define service activities.

Note. The Project Activities page (SPA_PROJ_ACT) is used for activities when Project Costing is installed. The Service Activities page (SBP_SETID_ACTIVITIES) is used to maintain Service Activities when Project Costing is not installed

Maintain Activities by Service Type

SP_ACT_BY_SVTYP

Services Procurement, Define Services Procurement, General Setup, Project/Activity Definitions, Activities by Service Type

Select a service type and associate activities to it.

Activities by Service

SPB_SRC_ACT

Services Procurement, Define Services Procurement, General Setup, Project/Activity Definitions, Activities by Service

Select a service and associate activities to it.

Work Order Activities

SPF_WO_ACT (resource based), SPF_PRLOG_MS_PG (deliverable-fixed)

SPF_WO_RATE_ACT (deliverable-rate based), SPF_PRGLOG_MS_PG (deliverable-milestone)

Services Procurement, Manage Services Work Order

Click the existing work order, select the Work Order - Cost tab, and then click the Activities link.

Select activities to associate with the work order.

Click to jump to top of pageClick to jump to parent topicDefine Service Activity Information

Access the Service Activities page (Services Procurement, Define Services Procurement, General Setup, Project/Activity Definitions, Service Activities).

Description

Enter the activity description.

Activity Type

Select to indicate whether the activity is resource or deliverable-based.

Activity Sub Type

Depending on the value that you select in the Activity Type field, the system dynamically displays values.

If you select Resource as the activity type, the system returns values of Generic Activity and Specific Activity.

If you select Deliverable as the activity type, the system returns values of Milestone and Rate Based.

Status

Select the activity status. Values are Active or Inactive.

Billable

Select if the activity is billable.

 

Bid Factors by Activity

Click to access the Bid Factors by Activity page. You use the page to view or add bid factors to an activity.

Click to jump to top of pageClick to jump to parent topicAssociating Activities by Service

Access the Activity by Service page (Services Procurement, Define Services Procurement, General Setup, Project/Activity Definitions, Activities by Service).

Activity

Select an existing activity to associate with a service.

Allow Delete Activity

Select to enable the deletion of activities from the Activities by Requisition page when creating a deliverables-based requisition for the service. If you do not select this option, you can delete activities from the Activities by Requisition page when creating a requisition for the service.

Click to jump to parent topicManaging Activities when Project Costing is Installed

This section discusses how to modify an activity.

Click to jump to top of pageClick to jump to parent topicPage Used to Manage Activities when Project Costing is Installed

Page Name

Definition Name

Navigation

Usage

Project Activities

SPA_PROJ_ACT

Services Procurement, Define Services Procurement, General Setup, Project /Activity Definitions, Project Activities

Modify project activities.

Note. The Project Activities page (SPA_PROJ_ACT) is used for activities when Project Costing is installed. The Service Activities page (SBP_SETID_ACTIVITIES) is used to maintain Service Activities when Project Costing is not installed

Click to jump to top of pageClick to jump to parent topicModifying Project Activities

Access the Project Activities page (Services Procurement, Define Services Procurement, General Setup, Project /Activity Definitions, Project Activities).

Modify the Description, Status, and Visibility fields as required.

Note. You can't modify the Business Unit, Project ID, or Activity ID fields for an existing activity. If the activity is no longer valid, you can change the status to Inactive.