Defining Contracts Workbench Templates

This section discusses how to create Contracts Workbench templates.

Page Name

Definition Name

Usage

Contracts Workbench Template Page

CA_CONS_TPL

Use this page to create Contracts Workbench Templates for PeopleSoft Contracts, Grants, and Project Costing.

Use the Contracts Workbench Template page (CA_CONS_TPL) to use this page to create Contracts Workbench Templates for PeopleSoft Contracts, Grants, and Project Costing.

Navigation:

Set Up Financials/Supply Chain > Product Related > Contracts > Templates > Setup CA Workbench Template CA

This example illustrates the fields and controls on the Contracts Workbench Template page. You can find definitions for the fields and controls later on this page.

 Contracts Workbench Template page

Use this page to define templates for the Contracts Workbench. PeopleSoft delivers three pre-defined templates: CONTRACTS, GRANTS, and PROJECTS.

Field or Control

Description

Workbench Template ID

Displays the unique identifier that was entered when adding a new template. This field is used to define the template.

Field or Control

Description

Workbench Type

Displays the type of template that was selected when adding a new template. When in add mode, the options for this field are Contracts, Grants, or Project Costing.

Workbench Record

Field or Control

Description

Record Name

Select a PeopleSoft record name for PeopleSoft Contracts, Grants, or Project Costing. The record names that are available to choose from are predefined by PeopleSoft. When you select a record, the system displays all fields for that record in the Record fields section of the page. The records that are available from PeopleSoft Contracts are:

  • CA_DETAIL

  • CA_MS_COND

  • CA_PREPAID_TBL

  • CA_CONS_RATE_VW

  • CA_LMT_FEE_DTL

The records that are available from PeopleSoft Grants are:

  • GM_AWARD

  • GM_AWD_FUND_PD

  • GM_AWD_MILE

  • GM_AWD_MOD_VW (This is a view on GM_AWD_MOD and GM_AWD_MOD_LINE table)

The records that are available from PeopleSoft Project Costing are:

  • PROJECT_CA_VW (This is a view on PROJECT table)

  • PROJ_ACT_CA_VW (This is a view on PROJECT_ACTIVITY table)

  • PROJ_TM_SCH_CA_VW (This is a view on PROJ_TEAM_SCHED table)

  • PROJ_STA_CA_VW (This is a view on PROJECT_STATUS table)

Enabled

Select to indicate that this field should be displayed in the Contracts Workbench. This occurs when this template is selected in the Workbench Template ID field on the Contracts Definition – Defaults page for the business unit.

See Schedules Page.

Save

Click to make this template available on the PeopleSoft Contracts, Grants, and Project Costing business unit setup pages.