Use the Create
Project from Microsoft page (PC_MSP2_CREATEPROJ) to create a new project
in the PeopleSoft system from an existing Microsoft Project project
(*mpp file)..
Navigation
select Project Costing, then select Third Party Integration, then select Microsoft, then select Create Project, then select Create Project from Microsoft
select Project Costing, then select My Projects
Click the Create Project from Microsoft link on the My Projects
page.
select Program Management, then select Third Party Integration, then select Microsoft, then select Create Project, then select Create Project from Microsoft
Image: Create Project from Microsoft page
This example
illustrates the fields and controls on the Create Project from Microsoft
page. You can find definitions for the fields and controls later on
this page.
A message appears at the top of the page if errors
or warnings occurred in the previous integration process.
Business Unit and Project Name
Enter the PeopleSoft project business unit, project,
and project description for the project that you are creating in the
PeopleSoft system. The business unit appears by default from the User
Preferences - Project Costing page for the person who is logged into
the system. The integration options appear by default from the Project
Costing Options - Microsoft Project page for the business unit.
| Last Project Created |
Displays the project ID of the last imported project.
|
| Integration Template |
Select the integration template to use for integrating
data for this project with PeopleSoft General Ledger, Asset Management,
and Purchasing, if applicable.
|
| Project Type |
Enter the project type for the system to assign
to this project.
|
| Processing Status |
Displays the processing status that the system uses
to control incoming transactions. The system assigns the Processing Status field value based on
the Project Status field value
that you select. Processing status types are mapped to the delivered
and user-defined project status types during implementation.
These processing statuses may appear:
Active: Projects with an active status can be selected from prompt lists
that are in PeopleSoft feeder systems, enabling you to charge transactions
from feeder systems to a project.
Inactive: Projects with an inactive status do not appear in prompt lists that
are in PeopleSoft feeder systems.
Pending: Indicates projects that are not active yet, but for which you want
to begin project planning such as creating budgets and project teams.
You cannot charge cost transactions to pending projects.
See Understanding Project-Related Control Data.
|
| Project Status |
Select the project status to assign to this project
in the PeopleSoft system.
|
Project Charging Level
This group box defines the charging level for new
projects that are created from the Microsoft system. The default values
are based on the project charging level settings for the business
unit. The group box appears if you use PeopleSoft Program Management.
| All Detail Activities |
Select to import the entire WBS that includes all
tasks.
|
| Activity Costing Level |
Select to import a partial WBS that includes only
tasks up to the activity costing level. If you select this option,
you must select an activity costing level of 1, 2, or 3 from the drop-down list box.
To use this option, you must also select the Import option for the Activity Definitions field and the Include only costing level WBS field on
the Microsoft Integration Options page.
|
| Charging Level for Time Report |
Select the charging level for time reports that
appears as the selected option for new projects that are created in
the Microsoft system.
If you select All Detail
Activities as the project charging level, the system automatically
selects All Detail Activities as the time report charging level.
This option is available if you use PeopleSoft Expenses
and PeopleSoft Program Management.
|
See Understanding Project Charging Levels.
Project Tree Integration
| Tree Name |
Select the project tree to which the project belongs.
|
| Effective Date of Tree |
Enter the date that the project is considered added
to the tree.
|
| Parent Tree Node |
Select the parent tree node to which to assign the
new project as its child.
|
Additional Fields
| MSP File Name |
Displays the name of an existing Microsoft Project
*.mpp file to be used to create the project in the PeopleSoft system.
|
| Add Attachment |
Click to add an existing Microsoft Project *.mpp
file to be used to create the project in the PeopleSoft system.
|
| Options |
Click to access the Microsoft Integration Options
page to modify the integration default settings.
|
| Import from MSProject File |
Click to create the project in PeopleSoft Project
Costing with the Microsoft Project *.mpp file. The affected project
attributes are those for which the Import check box is selected on the Microsoft Project page for the business
unit. Click Options to access
the Microsoft Integration Options page and override the business unit options.
|
| Integration Session Log |
Click to view warnings, errors, progress, and results
of the integration session.
|
| Project General |
Click to access the Project Definitions - General
Information page for the project just created.
|
