This chapter provides an overview of projects and discusses how to:
Create services projects.
Manage services projects.
PeopleSoft Services Procurement facilitates managing projects by enabling service providers to log time directly against work orders and activities that are associated with projects.
When you use projects in PeopleSoft Services Procurement, you can enter and modify project details. You can search or sort projects by different criteria, and you can access the Project Activities page to define activities by project when Project Costing is installed.
Note. Service Projects are only associated to requisitions and work orders through the ChartField distribution. Projects are only available in PeopleSoft Services Procurement if the ChartField configuration is defined with the project ChartField set to a status of Active.
See Also
Defining Project and Activities Definitions
Set up the following attributes before entering project information when the Project Costing product has been installed:
Project business units and business unit options.
Project types.
See Also
Defining Project and Activities Definitions
Setting Up Business Unit Definitions
To create services projects, use the Services Projects (SPA_PROJECT) component.
This section discusses how to enter general project information.
Page Name |
Definition Name |
Navigation |
Usage |
SPA_MANAGE_PROJ |
Services Procurement, Define Services Procurement, General Setup, Project/Activity Definitions, Services Projects |
View, search, and sort the list of available projects. Access the project that you want to modify. |
|
SPA_PROJECT |
Click the Add button on the Manage Services Projects page. |
Enter general project information. |
Access the Maintain Services Projects page (Services Procurement, Define Services Procurement, General Setup, Project/Activity Definitions, Services Projects and click the Add button on the Manage Services Projects page).
Description |
Enter the project description. |
Processing Status |
Select a processing status of Active or Inactive. If you have the PeopleSoft Project Costing installed, you may have projects with a processing status of Pending. Pending projects are not accessible from the Services Projects page. You must navigate to PeopleSoft Project Costing to access pending projects. |
Project Type |
Select a project type to group similar projects together. |
Percent Complete |
Enter a project completion percentage. When you save the page, the system updates the As Of field with the current date and time. |
Start Date and End Date |
Enter the project start and end dates. These are provided as a default on the service requisition and work order. |
Integration |
Appears if you have installed PeopleSoft Project Costing. Enter a business unit to define the PeopleSoft Project Costing-General Ledger integration template that the system uses to send transactions from PeopleSoft Project Costing to PeopleSoft General Ledger. |
Date Time Stamp |
Displays when the project was created. |
User ID |
Displays who created the project. |
Description |
Enter extended project comments. |
Project Activities |
Click to access the Project Activities page where you can add or update activity information. |
This section discusses how to view, search, and sort projects.
Page Name |
Definition Name |
Navigation |
Usage |
SPA_MANAGE_PROJ |
Services Procurement, Define Services Procurement, General Setup, Project/Activity Definitions, Services Projects |
View, search, and sort the list of available projects. Access the project that you want to modify. |
|
SPA_PROJECT |
Click the Add button on the Manage Services Projects page. |
Enter general project information. |
Access the Manage Services Projects page (Services Procurement, Define Services Procurement, General Setup, Project/Activity Definitions, Services Projects).
Projects
Project |
Click a project name link to access the Maintain Services Project page. |
|
Click to access the Project Activities page and view the activity that is associated to the project. Note. This option is only available when PeopleSoft Project Costing is installed. |