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.