Setting Up Time and Expense ChartFields for PeopleSoft Project Costing

Set up default ChartFields to charge expense and time reports. You can override the default ChartFields for each detail line item. In PeopleSoft Expenses you can establish user preferences for ChartField defaults that appear automatically as ChartField values when you create new time and expense reports.

This topic lists the pages used to set up time and expense ChartFields for PeopleSoft Project Costing.

Pages Used to Set Up Time and Expense ChartFields for PeopleSoft Project Costing

Page Name	Definition Name	Navigation	Usage
Create Expense Report - Accounting Defaults	TE_SHEET_SPLIT	select Travel and Expenses, then select Travel and Expense Center, then select Expense Report, then select Create, then select Create Expense Report - Expense Report Entry Click the Accounting Defaults link on the Create Expense Report - Expense Report Entry page.	View or modify the default accounting ChartFields to which the expense report is charged.
Expense Report - Accounting Defaults	TE_SHEET_SPLIT	select Travel and Expenses, then select Travel and Expense Center, then select Expense Report, then select Modify, then select Expense Report - Expense Report Entry Click the Accounting Defaults link on the Expense Report - Expense Report Entry page.	View or modify the default accounting ChartFields to which the expense report is charged.
Create Expense Report - Accounting Detail	TE_SHEET_DIST	If you are a frequent user, click the Accounting Detail icon in the Details grid, Overview tab, on the Create Expense Report - Expense Report Entry page. Click the Accounting Detail link on the Expense Detail for <expense type> page.	View or modify the project ChartFields to which expense report line items are charged.
Expense Report - Accounting Detail	TE_SHEET_DIST	If you are a frequent user, click the Accounting Detail icon in the Details grid, Overview tab, on the Expense Report - Expense Report Entry page. Click the Accounting Detail link on the Expense Detail for <expense type> page.	View or modify the project ChartFields to which expense report line items are charged.
Create Time Reports - Project Time Details	TE_TIME_DTL	select Travel and Expenses, then select Travel and Expense Center, then select Time Report, then select Create, then select Create Time Report - General Time Report Information Click Continue on the General Time Report Information page. Click the Details icon in the Project Time grid on the Create Time Report - Time Report Summary page.	View or modify the default accounting ChartFields to which the time report is charged.
Time Reports - Project Time Details	TE_TIME_DTL	select Travel and Expenses, then select Travel and Expense Center, then select Time Report, then select Modify, then select Time Report - Time Report Summary Click the Details icon in the Project Time grid on the Time Report - Time Report Summary page.	View or modify the default accounting ChartFields to which the time report is charged.