This chapter provides an overview of integration with PeopleSoft Services Procurement, lists a prerequisite, and discusses how to import time, expense, and progress log data into PeopleSoft Project Costing.
The time entry, expense, and progress log entry components in PeopleSoft Services Procurement use the same standard integration functionality as other PeopleSoft applications that integrate with PeopleSoft Project Costing. This enables you to incorporate time, expense, and progress log data into the PeopleSoft Project Costing application from PeopleSoft Services Procurement.
Importing time, expense, and progress log data from PeopleSoft Services Procurement to PeopleSoft Project Costing is a three step process:
Enter project ChartField information with PeopleSoft Services Procurement requisition or work order distribution lines.
The PeopleSoft Services Procurement system uses requisitions and work orders to accumulate time (including assignment incidents), expense, and progress information. You can accumulate charges against projects based on actual costs or a percentage allocation.
In PeopleSoft Services Procurement, specify the export parameters on the Export Services to Projects page and run the Export to Projects Application Engine process (SPA_PROJ_EXP).
The system selects approved transaction data from the time and expense tables and the process log table 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 daily time entered, individual expenses, and progress logs. Note that:
For time, expense, and progress data, 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, progress log, and assignment incident 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).
See Also
Integrating with PeopleSoft Project Costing
Before exporting time, expense, and progress log information to Project Costing, ensure that the following fields are set as you want them in the System Analysis Types group box on the Project Costing Integration page (Set Up Financials/Supply Chain, Install, Installation Options and select Project Costing Integration). The system is delivered with default settings, but you can change them:
Expenses
Mobile Time / Expense
sPro Assignment Incident
sPro Progress Log
See Defining Project Costing Integration Installation Options.
This section discusses how to:
Export time, expense, and progress log data to the staging table.
Import time, expense, and progress log data into PeopleSoft Project Costing.
Page Name |
Definition Name |
Navigation |
Usage |
SPF_PROJ_EXP |
Services Procurement, Manage Projects and Activities, Export Services to Projects |
Run the Export Time and Expenses to Staging table for Projects process to export approved time, expense, and progress log data in PeopleSoft Services Procurement to the Project Transaction staging table. |
|
PC_SP_TO_PC |
Project Costing, Cost Collection, Services Procurement |
Import approved time, expense, and progress log data into PeopleSoft Project Costing from PeopleSoft Services Procurement. |
Access the Export Services to Projects page in PeopleSoft Services Procurement (Services Procurement, Manage Projects and Activities, Export Services to Projects).
See Integrating with PeopleSoft Project Costing.
Access the Services Procurement page (Project Costing, Cost Collection, Services Procurement).
Option |
Select an option to import time, expense, and progress log entries for all activities or for specific ones. Options are:
|
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, expense, and progress log 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, expense, and progress log 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.
Incident based assignments from time sheets appear as transactions with the analysis type specified on the Installation Options - Project Costing Integration page for sPro Assignment Incident.
The delivered default analysis type is INC.
Progress logs appear as transactions with the analysis type specified on the Installation Options - Project Costing Integration page for sPro Progress Log.
The delivered default analysis type is SPL.
Note. You cannot drill down to the source transactions in PeopleSoft Services Procurement by using the Drill to Source icon on the Transaction List page.