PeopleSoft Project Costing Custom Navigation

Project Costing Center

Project Costing > Project Costing Center

Access the key areas to manage Project Costing data.

Accounting

Click the Accounting link on the Project Costing Center page.

Assign accounting information to transactions that contain project-related adjustments. Initiate the process to select undistributed rows in the Project Transaction table and match them to the appropriate accounting rules that are set up to write journal entries. Review Project Costing accounting entries that have been sent to PeopleSoft General Ledger. View associated journal information. Review Project Costing accounting lines that have not been sent to PeopleSoft General Ledger. Delete erroneous lines.

Asset Capitalization

Click the Asset Capitalization link on the Project Costing Center page.

Manage asset capitalization.

Express Capitalization Setup

Click the Express Capitalization Setup link on the Asset Capitalization page.

Set up express asset filter criteria, express asset definition, and the Express Capitalization process.

Manage Asset Capitalization

Click the Manage Asset Capitalization link on the Asset Capitalization page.

Review assets, define assets, relate assets by project, assign transactions to assets, complete the manual capitalization review, send assets to PeopleSoft Asset Management, and retire assets.

Configuration

Click the Configuration link on the Project Costing Center page.

Access options to configure Project Costing.

Activity Options

Click the Activity Options link on the Configuration page.

Set up activity types, activity status, activity type status paths, and quality types.

Common Definitions

Click the Common Definitions link on the Configuration page.

Set up interest types, period calculation factors, transaction codes, transaction types, report summarization options, and Structured Query Reports.

General Options

Click the General Options link on the Configuration page.

Set up the organization hierarchy, accounting rules, transaction summary templates, express asset filter criteria, asset profiles, and budget items.

Installation and Business Unit

Click the Installation and Business Unit link on the Configuration page.

Set up project business unit definitions, Project Costing options, Program Management options, Project Costing integration options, Project Costing installation options, Program Management installation options, and general installation options.

Pricing Structure

Click the Pricing Structure link on the Configuration page.

Set up rate plans, rate sets, rates by employee, rates by job code, and rates by role.

Project Options

Click the Project Options link on the Configuration page.

Set up integration templates, project types, status types, project type status paths, project roles, phase types, events, and project status default values.

Project Security

Click the Project Security link on the Configuration page.

Set up security profiles, security options, and row level security.

Sharing Structure

Click the Sharing Structure link on the Configuration page.

Set up sharing options, employee exceptions, employee attribute exceptions, sharing rules, project team exceptions, project exceptions, project attribute exceptions, and organization exceptions.

Transaction Options

Click the Transaction Options link on the Configuration page.

Set up analysis types, analysis groups, source types, source groups, categories, subcategories, and transaction identifiers. Relate source types to categories, and relate categories to subcategories.

Cost and Revenue Collection

Click the Cost and Revenue Collection link on the Project Costing Center page.

Link to other PeopleSoft products for cost and revenue collection.

Cost Collection

Click Cost Collection on the Cost and Revenue Collection page.

Request processes to retrieve approved expense information from PeopleSoft Expenses, vouchers from PeopleSoft Payables, requisitions or purchase orders from PeopleSoft Purchasing, purchase order and requisition adjustments from PeopleSoft Purchasing, time and expense transactions from PeopleSoft Services Procurement, estimated gross labor costs and actual labor distributed costs from PeopleSoft Time and Labor, fulfilled demands from PeopleSoft Inventory, customer orders from PeopleSoft Order Management, tools usage data from PeopleSoft Maintenance Management, and post entries or retrieve posted journals from PeopleSoft General Ledger.

Revenue Collection

Click Revenue Collection on the Cost and Revenue Collection page.

Request processes to retrieve billing items from PeopleSoft Billing, summarized revenue and billing information from PeopleSoft Contracts, revenue from PeopleSoft Contracts, and accounts receivable items and revenue related adjustments.

Preferences

Click the Maintain Preferences link on the Project Costing Center page.

Modify and view user preferences for managing projects.

My Projects

Click the My Projects link on the Project Costing Center page.

Create a personalized list of projects.

Project and Activity

Click the Project and Activity link on the Project Costing Center page.

Create, modify, and view project and activity information.

Activity Definitions

Click the Activity Definitions link on the Project and Activity page.

Create, modify, and view project activities, activity general information, activity status, activity team, and funds distribution.

Project Definitions

Click the Project Definitions link on the Project and Activity page.

Create, modify, and view project, project general information, project status, project team, organization, projects list, project initiation checklist, and project milestones.

Project Budgeting

Click the Project Budgeting link on the Project Costing Center page.

Create, modify, and finalize project budget plans, details, and versions. Request processes to create and post commitment control budget journals, transfer PeopleSoft Planning and Budgeting transactions to Project Costing, and send project budget amounts to Planning and Budgeting.

Project Transactions

Click the Project Transactions link on the Project Costing Center page.

Add projects transactions, review cost transactions, and adjust projects.

Reports and Analysis

Click the Reports and Analysis link on the Project Costing Center page.

Review project costing data using reports and interactive reports.

Interactive Reports

Click the Interactive Reports link on the Reports and Analysis page.

View project costing interactive reports for flexible analysis, manager transaction review, budget versus actual, and transactions in progress.

Reports

Click the Reports link on the Reports and Analysis page.

View project costing reports for analysis group, analysis types, activity types, linked transaction elements, report summarization options, reporting options, transactions, finances, transaction level reports, project budget reviews, and configuring Structured Query Reports.

Utilities

Click the Utilities link on the Project Costing Center page.

Use calculation, performance, and third-party integration utilities.

Third-Party Integrations

Click the Third-Party Integrations link on the Utilities page.

Load projects, activities, and transaction data into staging tables, review and modify project, activity, and transaction details, create and modify projects from Microsoft Project, update Microsoft Project with project data, manage the Microsoft Project integration details, and administer Microsoft integrators.

Utilities

Click the Utilities link on the Utilities page.

Request processes to price rows, calculate percent complete, distribute funds, refresh summary tables, convert currency, compress project data, and delete projects. Copy projects, calculate interest, review the project deletion utility log, identify detailed and summary transactions to archive, and refresh budget summary data.