PeopleSoft Project Costing Implementation

Setup Manager enables you to review a list of setup tasks for your organization for the products that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding documentation.

Project Costing also provides component interfaces to help you load data from the existing system into Project Costing tables. You can use the Excel to Component Interface utility with these component interfaces to populate Project Costing tables:

Component

Component Interface

Reference

Define Standard Activities (FS_ACTIVITY_TBL)

PC_STD_ACT_INTFC

See Setting Up Activity-Related Information.

Project Costing Options (PC_BUS_UNIT_OPT)

PROJECT_BU_OPTIONS

See Defining Project Options.

Rate Sets (PC_RATE)

PC_RATE_INTFC

See Defining Rate Set Categories, Rate Sets, and Rate Plans.

Rates by Employee (PC_RATE_EMPL)

PC_RATE_EMPL_INTFC

See Defining Rates for Employees, Job Codes, and Project Roles.

Rates by Job Code (PC_RATE_JOBC)

PC_RATE_JOBC_INTFC

See Defining Rates for Employees, Job Codes, and Project Roles.

Categories (PROJ_CATG_DEFN)

PC_CATG_DEFN_INTFC

See Setting Up Project ChartFields.

Source Types (PROJ_RES_TYPE)

PC_RES_TYPE_INTFC

See Setting Up Project ChartFields.

Subcategories (PROJ_SUBCAT_DEFN)

PC_SUBCAT_DEFN_INTFC

See Setting Up Project ChartFields.

Accounting Rules (PSA_ACCT_SETUP)

PSA_ACCT_SETUP_CI

See Defining Accounting Rules.

Other Sources of Information

In the planning phase of your implementation, take advantage of all PeopleSoft sources of information, including the installation guides and troubleshooting information. A complete list of these resources appears in the preface with information on where to find the most current version of each.

In addition, you should become familiar with PeopleTools: PeopleSoft Setup Manager and PeopleTools: PeopleSoft Component Interfaces.