Loading Interface Table Data into PeopleSoft Project Costing

This topic discusses how to:

Load project and activity data.
Load transaction data.

Pages Used to Load Interface Table Data into PeopleSoft Project Costing

Page Name	Definition Name	Navigation	Usage
Load Projects and Activities	PC_INTF_GEN	select Project Costing, then select Third Party Integration, then select Load Projects and Activities, then select Load Projects and Activities	Run the Load Projects and Activities process to load project and activity data into PeopleSoft Project Costing tables.
Load Transactions	PC_INTFEDIT	select Project Costing, then select Third Party Integration, then select Load Transactions, then select Load Transactions	Run Load Third-Party Transactions to load transaction data into the Project Transaction table.

Load Projects and Activities Page

Use the Load Projects and Activities page (PC_INTF_GEN) to run the Load Projects and Activities process to load project and activity data into PeopleSoft Project Costing tables.

Navigation

select Project Costing, then select Third Party Integration, then select Load Projects and Activities, then select Load Projects and Activities

Image: Load Projects and Activities page

This example illustrates the fields and controls on the Load Projects and Activities page. You can find definitions for the fields and controls later on this page.

After you stage data from third-party systems to its respective interface tables, you run the various PeopleSoft Application Engine processes to bring the data into PeopleSoft Project Costing tables.

If you use PeopleSoft Program Management, the Load Third-Party Transactions process loads only transactions for activities at the project costing level that is specified on the Program Management Options page. If the Application Engine processes a row that is not a valid costing activity, an error occurs and the transaction remains in the Transactions Interface table. You can view the error on the Review Transactions Details page.

Load Options

Select the type of data to be loaded into PeopleSoft Project Costing tables. Available values are:

Projects: Select to load project data into PeopleSoft Project Costing tables.
Activities: Select to load activity data into PeopleSoft Project Costing tables.
Resources: Select to load project and activity team members into PeopleSoft Project Costing tables.
Project Tree:Select to load project tree data into PeopleSoft Project Costing tables and create or update a project tree, or append a project, to a project tree.

Interface Options

Select the interface option from these available values:

All: Select to process all interface IDs.
Range: Select to process a specific batch; enter the range of interface identifiers that you want to process in the Interface ID and To Interface ID fields.

Select Range as the interface option if you select Project Tree in the Load Options field.

Loading Data from Primavera P6

If the data is coming from Primavera P6, this process is automatically called from the Project Synchronization process (PGM_SYNC_PRJ). When the process is called from Project Synchronization, this process reads data in the project, activity, and resource third-party staging tables and:

Creates new and updates existing project, activity, and resource data in PeopleSoft Project Costing tables.
Updates cross-reference, audit, and synchronization log tables.

If the data is not coming from Primavera P6, this process loads third-party project, activity, and resource data.

Load Transactions Page

Use the Load Transactions page (PC_INTFEDIT) to run Load Third-Party Transactions to load transaction data into the Project Transaction table.

Navigation

select Project Costing, then select Third Party Integration, then select Load Transactions, then select Load Transactions

Image: Load Transactions page

This example illustrates the fields and controls on the Load Transactions page. You can find definitions for the fields and controls later on this page.

Option

Select to run the Load Third-Party Transactions process for all transactions or for selected ones that you can filter by business unit, project, and activity.

Interface Run Option

Select from these available values:

Edit Only: Select for the system to review data to ensure that all values are valid and exist in the applicable prompt table. This option does not load data into the Project Transaction table. The system assigns an Interface Status field (INTFC_STATUS) value of DON (mass change generated) to transactions that pass the edit process or ERR (error) to transactions that fail the edit process.

Edit and Load: Select for the system to perform both editing and loading processes. This option takes the longest to run.

Load Only: Select to load transactions that have an Interface Status field value of DON. After loading the DON transactions into the Project Transaction table, the Load Third-Party Transactions process deletes them from the Transactions Interface table.

Note: Performance may vary depending on the option that you select. The Edit and Load option takes the longest amount of time to run.

The Load Third-Party Transactions process validates third-party application transaction data in the Transactions Interface table. If the Projects Budgeting feature is not enabled, then the system loads the data into the Project Transaction table.

If the Projects Budgeting feature is enabled, the process sends budget rows to the Project Budget Detail table (PC_BUD_DETAIL), the Project Budget Plan table (PC_BUD_PLAN), and the Project Transaction table if the interface ID for the row is between 1200000 and 1299999 or between 16000000 and 16999999 and the analysis type is in the cost budget or revenue budget analysis group that is defined on the Project Costing Definition page.

Note: PeopleSoft feeder systems assign an interface ID within the range of 16000000 and 16999999 to rows that are eligible to be posted to the Project Transaction table. For example, transactions that come into PeopleSoft Project Costing from the Commitment Control to Project Costing Application Engine process (PC_KK_TO_PC) have an interface ID that is within this range.

The Load Third-Party Transactions process calls the Multicurrency Conversion Application Engine process (PC_MULTI_CURRENCY) that converts source transaction amounts that come into the Transactions Interface table with a different currency code than the project business unit currency code, if you set up the appropriate exchange rates.

Error Processing

Each row in the Transactions Interface table can hold only one message number and offending field name. If a row has multiple errors, only the last error is stored in the Message Number (MESSAGE_NBR) and Field Name (FIELDNAME) fields.

You can view and correct the error on the Review Transaction Details page. When you correct the error and run the program again, the system writes only the second error to the Message Number and Field Name fields. Repeat the process to correct the remaining errors.