Setting Up Project ChartFields

To set up project ChartFields, use these components:

  • Source Types (PROJ_RES_TYPE)

  • Categories (PROJ_CATG_DEFN)

  • Subcategories (PROJ_SUBCAT_DEFN)

  • Relate Source Type/Category (PROJ_TYPE_CAT)

  • Relate Category/Subcategory (PROJ_CAT_SUB)

Use these component interfaces to load data into the tables for this component:

  • PC_RES_TYPE_INTFC

  • PC_CATG_DEFN_INTFC

  • PC_SUBCAT_DEFN_INTFC

Page Name

Definition Name

Usage

Source Types Page

PROJ_RES_DEFN

Create and modify source types.

Categories Page

PROJ_CATG_DEFN

Create and modify categories.

Subcategories Page

PROJ_SUBCAT_DEFN

Create and modify subcategories.

Relate Source Type/Category Page

PROJ_TYPE_CAT

Relate source types to categories.

Relate Category/Subcategory Page

PROJ_CAT_SUB

Relate categories to subcategories.

Use the Source Types page (PROJ_RES_DEFN) to associate source types to categories.

Navigation:

Set Up Financials/Supply Chain > Product Related > Project Costing > Transaction Options > Setup PC Source Types

This example illustrates the fields and controls on the Source Types page.

Source Types page

Field or Control

Description

Category

Enter a category to associate with the displayed source type. Available values are based on the Project Type Category Prompt table (PROJ_TYPE_CAT). Add more rows to add additional categories.

Relationship

Enter a description of the relationship for each type and category combination.

Use the Relate Category/Subcategory page (PROJ_CAT_SUB) to relate categories to subcategories.

Navigation:

Set Up Financials/Supply Chain > Product Related > Project Costing > Transaction Options > Relate Category/Subcategory > Relate Category/Subcategory

This example illustrates the fields and controls on the Relate Category/Subcategory page. You can find definitions for the fields and controls later on this page.

Relate Category/Subcategory page

Field or Control

Description

Subcategory

Enter a subcategory to associate with the displayed category. Available values are based on the Project Subcategory Prompt table (PROJ_CAT_SUB). Add more rows to add additional subcategories.

Relationship

Enter a description for the new category and subcategory relationship.