PeopleSoft Services Procurement 9.1 PeopleBook

Managing Services Projects

This chapter provides an overview of projects and discusses how to:

Create services projects.
Manage services projects.

Understanding 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.

Prerequisites

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.

Creating Services Projects

To create services projects, use the Services Projects (SPA_PROJECT) component.

This section discusses how to enter general project information.

Pages Used to Create a Service Project

Page Name	Definition Name	Navigation	Usage
Manage Services Projects	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.
Maintain Services Projects	SPA_PROJECT	Click the Add button on the Manage Services Projects page.	Enter general project information.

Entering 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.

Managing Services Projects

This section discusses how to view, search, and sort projects.

Pages Used to Manage Services Projects

Page Name	Definition Name	Navigation	Usage
Manage Services Projects	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.
Maintain Services Projects	SPA_PROJECT	Click the Add button on the Manage Services Projects page.	Enter general project information.

Viewing, Searching, and Sorting Projects

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.

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.