Understanding Third-Party Data Integration

Note: This topic discusses integrations dealing with third-party applications other than Microsoft Project. For integrating with Microsoft Project, see the Understanding Integration of PeopleSoft Project Costing with Microsoft Project topic.

To integrate third-party data with PeopleSoft Project Costing:

  1. Export the information from the third-party system to a database table or a flat file.

  2. Import that information into the PeopleSoft Project Costing interface tables.

    How you accomplish this depends on the third-party application.

This topic discusses:

  • Third-party data importation into interface tables.

  • Third-party tree loading.

  • Third-party loader services.

To import third-party data into PeopleSoft Project Costing interface tables:

  1. Map fields from the third-party application to fields in the appropriate PeopleSoft Project Costing interface table based on this list:

    Interface

    Table Name

    Projects

    Projects Interface staging table (INTFC_PROJ_GEN)

    Activities

    Activities Interface staging table (INTFC_ACT_GEN)

    Resources

    Project and Activity Team Interface staging table (INTFC_TEAM_GEN)

    Transactions

    Project Transaction Interface staging table (INTFC_PROJ_RES)

  2. Review and edit data by using the appropriate interface page based on this list:

    Data to Review and Edit

    Page

    Project and project tree information

    Review Project Details page

    Activity information

    Review Activity Details page

    Resource information

    Review Resource Details page

    Transaction information

    Review Transaction Details page

    See Reviewing and Modifying Interface Table Data and Pages Used to Review and Modify Interface Table Data.

  3. Run processes to load data from the interface tables into PeopleSoft Project Costing tables.

    Use process options to create, update, or append a project tree.

    If you set up the appropriate exchange rates, the system converts transaction amounts that differ from the business unit currency during the transaction loading process.

The Load Projects and Activities process invokes the Projects Tree Integration Application Engine process (PC_TREE_LOAD). Use the Projects Tree Integration process to:

  • Create or update a project tree by using the PROJECT_BU structure ID.

  • Append a project to a tree node.

This diagram shows the table and the steps for loading the tree during the Load Projects and Activities process:

Load Projects and Activities process table and steps to load tree

PeopleSoft Project Costing provides web services to which any third-party application can subscribe and send projects, activities, and transactions data to Project Costing interface tables.

See See the product documentation for PeopleTools: Integration Broker.

Prerequisites

To integrate project, activity, or transaction-level information from a third-party application into PeopleSoft Project Costing, the third-party application must:

  • Add the web service to the appropriate permission lists (one-time step).

  • Provide the web service to the WSDL repository (one-time step).

  • Consume the web service using whatever method is appropriate for the third party.

  • Invoke the create operation on the web service to populate the PeopleSoft Project Costing interface tables.

See See the product documentation for PeopleTools: Security Administration, and PeopleTools: Integration Broker.

PeopleSoft Project Costing Web Services

This table lists three component interfaces that are published as web services in PeopleSoft Project Costing:

Service Alias

Component Interface Name

Web Service Name

Operation Name

Operation Alias

pcProjectInterface

PROJECT_INTFC_PROJ

CI_PROJECT_INTFC_PROJ

CI_PROJECT_INTFC_PROJ_C

pcProjectCreate

pcActivityInterface

PROJECT_INTFC_ACT

CI_PROJECT_INTFC_ACT

CI_PROJECT_INTFC_ACT_C

pcActivityCreate

pcTransactionInterface

PROJECT_STG_RESOURCES

CI_PROJECT_STG_RESOURCES

CI_ PROJECT_STG_RESOURCES _C

pcTransactionCreate

Note: Do not change the component interfaces that are delivered with the PeopleSoft Project Costing system.

After the third-party loader service populates the Projects Interface staging table and Activities Interface staging table, run the Load Projects and Activities process from the Load Projects and Activities run control page to validate and move the data to the appropriate project and activity tables.

After the third-party loader service populates the Project Transaction Interface staging table, run the Load Third-Party Transactions Application Engine process from the Load Transactions run control page to validate and move the data to the appropriate transaction tables.