Setting Up PeopleSoft Project Costing for PeopleSoft Commitment Control

This topic lists the pages used to set up PeopleSoft Project Costing for Commitment Control and discusses how to set up Commitment Control analysis types.

Pages Used to Set Up PeopleSoft Project Costing for PeopleSoft Commitment Control

Page Name	Definition Name	Navigation	Usage
Integration Templates - General Ledger Integration	PROJ_INT_TMPL_03	select Setup Financials/Supply Chain, then select Product Related, then select Project Costing, then select Project Options, then select Integration Templates, then select General Ledger Integration	Select the Primary Ledger Business Unit check box to designate the integration template as the primary general ledger business unit that is used for budget creation and budget checking when this integration template is specified for a project.
Installation Options - Project Costing	INSTALLATION_PC	select Set Up Financials/Supply Chain, then select Install, then select Installation Options, then select Project Costing	In the Analysis Groups Default group box: Select an analysis group from the Cost Budget drop-down list box. The default value is `BUD.` Select an analysis group from the Revenue Budget drop-down list box. The default value is `RBUD.`
Analysis Types	PROJ_ANTYPE_DEFN	select Setup Financials/Supply Chain, then select Product Related, then select Project Costing, then select Transaction Options, then select Analysis Types, then select Analysis Types	Designate a Commitment Control amount type for the analysis types that will be used for Commitment Control budget checking.
Project Costing Definition	PROJECT_GEN_01	select Project Costing, then select Project Definitions, then select General Information, then select Project Costing Definition	If necessary, override the default budget analysis group by selecting different analysis types that identify a budget. In the Grants group box, specify if the project is grant funded. The Grants group box is visible only if PeopleSoft Grants is installed and you access the Project Costing Definition page by using the select Grants, then select Awards, then select Project portal navigation.

Analysis Types Page

Use the Analysis Types page (PROJ_ANTYPE_DEFN) to designate a Commitment Control amount type for the analysis types that will be used for Commitment Control budget checking.

Navigation

select Setup Financials/Supply Chain, then select Product Related, then select Project Costing, then select Transaction Options, then select Analysis Types, then select Analysis Types

Commitment Control Amount Type

To set up Commitment Control analysis types, select a Commitment Control Amount Type value to identify how transactions of this analysis type are used in Commitment Control budget checking.

Source Transaction Type

Displays either the PC_JOURNAL or PC_BUDGET transaction type that is defined in the Commitment Control feature. The source transaction type maps PeopleSoft Project Costing fields to Commitment Control fields.

This table lists the delivered analysis types and amount types that are used for Commitment Control:

Analysis Type	Commitment Control Amount Type	Commitment Control Ledger Group Type
`REQ`	`Pre-Encumbrance:` Designates requisitions.	Expense
`CRQ`	`Pre-Encumbrance:` Designates cost sharing requisitions.	Expense
`COM`	`Encumbrance:` Designates purchase orders.	Expense
`ACT`	`Actuals and Recognized:` Designates actual cost expenses for expense type ledger groups and recognized revenue for revenue type ledger groups.	Expense Revenue