Configuring Labor Defaults, Bill Options, and Security

This section discusses how to configure proposal labor defaults and set up proposal bill options and security.

Page Name

Definition Name

Usage

Labor Configuration Page

GM_OPPTY_HDR_HRS

Enter activity time.

Set Up Options Page

GM_OPPTY_HDR_SEC

View customer contact information, set security options, and select billing options.

Use the Labor Configuration page (GM_OPPTY_HDR_HRS) to enter activity time.

Navigation:

Proposal Management > Proposal and Version > Maintain Proposal

Click the Labor Configuration link on the Maintain Proposal page.

This example illustrates the fields and controls on the Labor Configuration page. You can find definitions for the fields and controls later on this page.

 Labor Configuration page

Field or Control

Description

Set Activity Time As

Select a value to specify how to calculate time on the proposal. The value that you select here appears as the column heading on the Units tab on the Maintain Version Estimate Detail page.

  • Hours

  • Weeks

  • Start/End Date

Note: PeopleSoft Proposal Management does not enable you to change the value in this field if you have already created budget detail lines for the activities on the proposal.

Use the Set Up Options page (GM_OPPTY_HDR_SEC) to view customer contact information, set security options, and select billing options.

Navigation:

Proposal Management > Proposal and Version > Maintain Proposal.

Click the Set Up Options link on the Maintain Proposal page

This example illustrates the fields and controls on the Set Up Options page. You can find definitions for the fields and controls later on this page.

 Set Up Options page

Field or Control

Description

Proposal Target

Select the estimated approval date. This date must be greater than current date.

Customer Contact

Displays name, address, telephone, email, and information for the contact person at the customer site. The data displayed in this section is customer sold-to information.

Estimate Bill Options

When you initiate the Generate process, the system brings forward each item entered on the Maintain Version Estimate Detail page into the Budget Detail page in PeopleSoft Project Costing. The items appear in the budgets grid as distinct lines.

The system also generates cost and bill rows for each labor and non-labor detail. Additionally, the system groups all of the cost and bill rows together within the budgets grid.

To control the type of information that the system creates during the Contract Generation process, select the values that correspond to your business needs.

Field or Control

Description

Create Budget Options

Select a value to specify the types of budget transactions that you want the system to create in PeopleSoft Project Costing when you run the Contract Generation process from the Maintain Proposal page. Options are:

  • Bill and Cost Rows

  • Bill Rows

  • Cost Rows

  • None

Create Rate Options

Select a value to specify the types of rate set target rows that you want to create for the rate set that the system will use for billing in Contracts. Options are:

  • Bill and Cost Rows

  • Bill Rows

  • Cost Rows

Security

To enable security you must first select Yes in the Security group box on the Contracts BU Setup page. When you select Yes, the list of users who can view a proposal includes only those to whom you have given security access to use the fields.

The system uses both the Department and the Employee Name fields as security filters.

Field or Control

Description

Department

Use this field to limit access to the proposal by department. The system gives everyone in the department view access to the proposal.

Employee Name

Use this field to limit access to the proposal by employee. To add multiple employees, click the Add button.