Understanding the Implementation Process

When you implement PeopleSoft Financials, the order in which you perform your setup is important. Here is a high-level summary of the steps:

1. Set up PeopleSoft General Ledger defaults.

   Because the default values, calendars, and ledger groups are used downstream by other financial applications, you should set up PeopleSoft General Ledger first. The usual progression for setup is PeopleSoft General Ledger, PeopleSoft Receivables, PeopleSoft Billing, PeopleSoft Contracts, PeopleSoft Project Costing, and PeopleSoft Grants.

2. Determine your PeopleSoft Grants system requirements.

3. Set up PeopleSoft Project Costing and PeopleSoft Contracts.

   This setup includes defining business units. You must define business units for PeopleSoft Contracts and PeopleSoft Project Costing before you can set up award defaults on the Grants Award Setup Definition page.

4. Set up PeopleSoft Grants.

   This step includes defining defaults for awards and entering information into the control tables that store the values that the system uses in pre- and post-award processing. Award setup is covered in this product documentation. Entering information in control tables is discussed in the topics "Structuring PeopleSoft Grants" and "Setting Up and Maintaining PeopleSoft Grants Information."

   Note: You should set up PeopleSoft Commitment Control (optional) before setting up PeopleSoft Grants business units.

5. Define PeopleSoft Grants security.

   PeopleSoft Grants enables you to limit access to the proposal and budget pages based on department or user ID. PeopleSoft Grants security setup is discussed in this product documentation.

6. Upload existing proposal and award information into PeopleSoft Grants.