Configuring Project Budget Fact for PeopleSoft

Cost Budget is extracted from Project Costing for all Analysis Types within the project's Cost Budget Analysis Group. All extracted Cost Budgets are loaded into the Budget fact table as Raw Cost unless you perform one or both of the following configurations.

Identifying Project Budget Burden Costs Based on Analysis Type

The ETL process uses the file_Project_Budget_Burden_Analysis_Type_psft.csv flat file to list all Analysis Types for Project Budget Burden Cost. If the ETL process finds the Analysis Type in this flat file, it will not perform further lookups against other lookup tables to determine Project Budget Burden Cost.

  1. Edit the file file_Project_Budget_Burden_Analysis_Type_psft.csv file.

    The configuration file or files for this task are provided on installation of Oracle BI Applications at one of the following locations:

    • Source-independent files: <Oracle Home for BI>\biapps\etl\data_files\src_files\.

    • Source-specific files: <Oracle Home for BI>\biapps\etl\data_files\src_files\<source adaptor>.

    Your system administrator will have copied these files to another location and configured ODI connections to read from this location. Work with your system administrator to obtain the files. When configuration is complete, your system administrator will need to copy the configured files to the location from which ODI reads these files.

  2. Enter a list of Analysis Types to be considered as Project Budget Burden Costs.

    The format is XXX,1 where XXX is an Analysis Type. The 1 is used as a return value to indicate that this is a Project Budget Burden Cost.

    The following is an example of classifying Costs with BUR and BRD Analysis Types as Project Budget Burden Costs:

    BUR,1
BRD,1
  3. Save and close the file.

Identifying Project Budget Burden Costs Based on a Source Type, Category, and Subcategory Combination of Values

You must configure the following flat files to identify Project Budget Burden Costs based on a Source Type, Category, and Subcategory combination of values. FSM parameter BURDEN_TYPECATSUB determines if this lookup is performed for an implementation.

  • file_Project_Cost_Burden_TypeCatSub_config_psft.csv

    The ETL process uses this flat file to designate which columns (Source Type, Category, and Subcategory) are used in the lookup.

  • file_Project_Cost_Burden_TypeCatSub_psft.csv

    The ETL process uses this flat file to list all Source Type, Category, and Subcategory combination of values to use for Project Budget Burden Cost.

  1. Edit the file_Project_Cost_Burden_TypeCatSub_config_psft.csv.

    The configuration file or files for this task are provided on installation of Oracle BI Applications at one of the following locations:

    • Source-independent files: <Oracle Home for BI>\biapps\etl\data_files\src_files\.

    • Source-specific files: <Oracle Home for BI>\biapps\etl\data_files\src_files\<source adaptor>.

    Your system administrator will have copied these files to another location and configured ODI connections to read from this location. Work with your system administrator to obtain the files. When configuration is complete, your system administrator will need to copy the configured files to the location from which ODI reads these files.

  2. Enter only one row with RowID of 1. Enter a Y in each column that represents the combination to be evaluated as a Burden Cost. The columns are:

    • Row ID

    • Source Type

    • Category

    • Subcategory

    The following example shows how to use combinations of Source Type and Category:

    1,Y,Y,
  3. Save and close the file.
  4. Edit the file_Project_Cost_Burden_TypeCatSub_psft.csv.
  5. Enter a list of Resource Type, Resource Category, and Resource Subcategory combinations to be considered as Burden costs. The format is:

    XXXXX,XXXXX,XXXXX,1

    Where XXXXX is a combination of Resource Type, Resource Category, and Resource Subcategory

    The 1 is a return value that indicates that this is a Project Budget Burden Cost. Each combination of lookup values must be specified. Wildcards are not supported.

    The following is an example of classifying costs with G&A or FRNG Source Type as Project Budget Burden Costs:

    G&A,,,1
FRNG,,,1

    Note:

    This CSV file is used in conjunction with the file_Project_Cost_Burden_TypeCatSub_config_psft.csv configuration file. In this example, this configuration file would contain the value 1,Y.
    Source Type Category Subcategory

    G&A

    <Blank>

    <Blank>

    FRNG

    LUX

    TEMP

    FRNG

    BONUS

    <Blank>

    Note:

    You must specify each combination of lookup values. The lookup will use columns with a Y in the configuration file.
  6. Save and close the file.

Configuring Project Budget Analytics

Configure Project Budget Analytics.

  1. In the FSM, go to 'Manage Data Load Parameters section', then filter for Source Peoplesoft 9.0 or 9.1 FINSCM, filter Offering Oracle Project Analytics, filter Functional Area Project Control and Costing.
  2. Set the following parameters:

    BURDEN_ANALYSIS_TYPE

    Use this parameter to specify Analysis Types as Burden Cost for the lookup. Valid values are:

    - 1. Enables the implementation to perform this lookup.

    - 0. (Default) Disables this lookup.

    BURDEN_TYPECATSUB

    Use this parameter to specify a combination of Source Type, Category, and Subcategory values as Burden Cost for the lookup. Valid values are:

    - 1. Enables this lookup.

    - 0. (Default) Disables this lookup.

  3. Save the details.