Importing Time, Expense, and Progress Log Data into PeopleSoft Project Costing

Page Name

Definition Name

Usage

Export Services to Projects Page

SPF_PROJ_EXP

Run the Export Time and Expenses to Staging table for Projects process to export approved time, expense, and progress log data in PeopleSoft Services Procurement to the Project Transaction staging table.

Services Procurement Page

PC_SP_TO_PC

Import approved time, expense, and progress log data into PeopleSoft Project Costing from PeopleSoft Services Procurement.

Use the Export Services to Projects page (SPF_PROJ_EXP) to run the Export Time and Expenses to Staging table for Projects process to export approved time, expense, and progress log data in PeopleSoft Services Procurement to the Project Transaction staging table.

Navigation:

Services Procurement > Manage Projects and Activities > Export Services to Projects

See Integrating with PeopleSoft Project Costing.

Use the Services Procurement page (PC_SP_TO_PC) to import approved time, expense, and progress log data into PeopleSoft Project Costing from PeopleSoft Services Procurement.

Navigation:

Project Costing > Cost Collection > Cost Collect sPro

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

 Services Procurement page

Field or Control

Description

Option

Select an option to import time, expense, and progress log entries for all activities or for specific ones. Options are:

  • All: Imports all approved time, expense, and progress log transactions into the Project Transaction table (PROJ_RESOURCE) that are staged in the Project Resource staging table.

  • Business Unit: Imports approved time, expense, and progress log transactions for the selected business unit.

  • Business Unit/Project: Imports approved time, expense, and progress log transactions for the selected business unit and project only.

  • Business Unit/Project/Activity: Imports approved time, expense, and progress log transactions for the selected business unit, project, and activity only.

Date Option

Select Accounting Date, All, or Transaction Date for the system to use to determine eligible transactions. For example, if you select Accounting Date and enter a date range of December 1 to December 31, the system selects only those transactions in the Project Transaction staging table with an accounting date that falls in the range.

From Date and Through Date

Enter the range of dates to process based on the selected Date Option.

Run

Click to initiate the Services Procurement to Project Costing process and import the specified time, expense, and progress log data to the Project Transaction table.

During the integration process, the system converts expense amounts that differ from the business unit currency if the appropriate exchange rates are set up.

When the process completes, you can view time, expense, and progress log transactions on the Transaction List page that are imported into the Project Transaction table as follows:

  • Expenses appear as transactions with the analysis type that is specified on the Installation Options - Project Costing Integration page for Expenses.

    The delivered default analysis type is ACT.

  • Time reports appear as transactions with the analysis type specified on the Installation Options - Project Costing Integration page for Mobile Time / Expense.

    The delivered default analysis type is TLX.

  • Incident based assignments from time sheets appear as transactions with the analysis type specified on the Installation Options - Project Costing Integration page for sPro Assignment Incident.

    The delivered default analysis type is INC.

  • Progress logs appear as transactions with the analysis type specified on the Installation Options - Project Costing Integration page for sPro Progress Log.

    The delivered default analysis type is SPL.

Note: You cannot drill down to the source transactions in PeopleSoft Services Procurement by using the Drill to Source icon on the Transaction List page.