Understanding Business Unit Default Setup

You must establish business units using the business unit setup pages for PeopleSoft Project Costing and PeopleSoft Contracts before you can set up business unit defaults and confidence levels in PeopleSoft Proposal Management. There are no fields on the PeopleSoft Contracts business unit pages that you set up specifically for PeopleSoft Proposal Management; PeopleSoft Proposal Management uses the contract business units as they are defined for PeopleSoft Contracts. You should set up business units and business unit default values in this order:

  1. PeopleSoft Project Costing business units.

  2. Contract business units.

  3. PeopleSoft Proposal Management default values for confidence levels and contract business units.

In PeopleSoft Project Costing, you must have at least a project business unit and integration template set up to use PeopleSoft Proposal Management. PeopleSoft Proposal Management uses the tables in PeopleSoft Project Costing to store information, so you must establish the business units that you plan to use in PeopleSoft Project Costing on both the Project Costing Definition and Project Costing Options pages.

After you set up the PeopleSoft Project Costing business units in PeopleSoft Project Costing, use the Projects BU page in PeopleSoft Proposal Management to select the integration template and the expense and revenue ledgers that you want to use for accounting.

You must have PeopleSoft Contracts in place before you can use PeopleSoft Proposal Management. The business unit that you select in PeopleSoft Proposal Management when you create a proposal comes from the Contracts Business Unit table. You establish business units that you plan to use in PeopleSoft Contracts on both the BU Definition page and the BU Options page. After you set up the contracts business units in PeopleSoft Contracts, use the Contracts BU Setup page in PeopleSoft Proposal Management to establish defaults for proposal-level fields and for the Generate process.

Contracts created through Proposal Management use the Business Unit defaults set up for Separate As Incurred Billing and Revenue and Separate Fixed Billing and Revenue in the Contract - General page in PeopleSoft Contracts application.