Integrating with PeopleSoft Contracts, PeopleSoft Project Costing, and PeopleSoft Program Management
Through the Generate process, PeopleSoft Proposal Management writes data to PeopleSoft Contracts, PeopleSoft Project Costing, and PeopleSoft Program Management.
The system writes data to these Contract tables during the Proposal Management Generate process:
CA_CONTR_HDR
CA_BILL_PLAN
CA_ACCTPLAN
CA_DETAIL
CA_DTL_DST_DATE
CA_DETAIL_DST
CA_DETAIL_UAR
CA_DETAIL_DFR
CA_RATE
CA_DETAIL_PROJ
The system writes data to these PeopleSoft Project Costing and PeopleSoft Program Management tables during the Proposal Management Generate process:
PROJECT
PROJ_ACTIVITY
PC_BUD_ITEM
PC_RATE
PC_RATE_DTL
PC_RATE_DTL_LN
PROJECT_TEAM
PROJ_TEAM_SCHED
PROJ_ACT_TEAM
PC_TEAM_IP_SCHD
PC_BUD_PLAN
PC_BUD_DETAIL
PeopleSoft Project Costing integrates with both PeopleSoft Billing and PeopleSoft Contracts, so any adjustments, discounts, released retainages, or limits created for project-related bills are inherited from corresponding bills and contracts.
PeopleSoft Proposal Management writes general project information, project activity information, and budget information directly into PeopleSoft Project Costing.
Note: Your organization may customize additional validation checks and required fields based on your internal project approval requirements. You may also decide to build interfaces that populate or update project records and customer internet sites, EDI transaction sets, and data warehouses, since web sites and EDI transaction sets often incorporate data elements that are included in the PeopleSoft Project Costing pages.