Processing Budget Rows From Microsoft Project

Page Name

Definition Name

Usage

Budget Plan - Finalize Page

PC_BUD_GENERAL

Creating budget rows by using data created in Microsoft Project. Click the Finalize button to send a Project Costing budget to the Project Transaction table or to Commitment Control if the appropriate options are selected.

Use the Budget Plan - Finalize page (PC_BUD_GENERAL) to creating budget rows by using data created in Microsoft Project.

Click the Finalize button to send a Project Costing budget to the Project Transaction table or to Commitment Control if the appropriate options are selected.

Navigation:

Project Costing > Budgeting > Budget Plan

Click the Finalize tab.

Use this method for budget rows created in Microsoft Project.

To create a budget using Microsoft Project:

  1. Stage Microsoft budget data in the Project Transaction Interface table by using the appropriate integration process.

  2. Run the Load Third-Party Transactions process from the Load Transactions page to load data from the Project Transaction Interface table to the Project Transaction table.

See Also, PeopleTools: PeopleSoft Process Scheduler