Understanding the PeopleSoft Project Costing Pages Used in Work Order Business Processes

Asset Integration Rules page

Use this page to select the Derive from Work Order Task asset identification rule option to enable the Express Capitalization process to identify the transaction rows in activities that belong to assets.

Additionally, the system automatically updates certain fields on this page during the life of a work order-managed project, such as:

• When you save a project as a work order-managed project, the system automatically selects the asset identification rule of Derive from Work Order Task and the adjustment trigger of Automatic.

• If the Work Order Managed Project option is activated for a project, and if assets do not require approval before they are sent to PeopleSoft Asset Management, the system selects an asset processing destination of Summarize and Run Interface on the Asset Integration Rules page.

• When you change a work order task status to complete, the system updates these fields at the activity level to reflect the criteria in PeopleSoft Maintenance Management:

  • Selects the Enable Integration option.

  • Selects an integration type of Retirement.

  • Enters a value in theFilter ID field.

• If the Work Order Managed option is activated for a project, the system:

  • Selects an asset adjustment trigger of Automatic.

  • Selects a transaction load type of Adjust Cost/Acquisition Detail.

  • Selects an end-of-year rule of Ignore End of Year.

See Project Costing Options - Asset Integration Rules Page.

Define Assets page

Use this page to view the details of asset definitions that are associated with work order-managed projects.

Relate by Project page

Use this page to view the details of the relationship of assets to projects for assets that are associated with work order-managed projects.

Project Definitions - General Information page

Use this page to designate the project as a work order-managed project, which indicates that the project is managed with work orders in PeopleSoft Maintenance Management, instead of by a project manager in PeopleSoft Project Costing.

Additionally, you can click links in the More drop-down list box on the Project Definitions - General Information page to access:

• The Work Order Project Chart field Mapping page for a business unit, work type, and service group combination to specify default project ChartField values for work order tasks.

• The Work Order - Projects Association page to specify default work order values on projects.

See Creating and Defining Projects.

Project Costing Activity Definitions - Team page or Program Management Resources by Activity page

On this page you can click a button to access the Create Work Order page to create a work order in PeopleSoft Maintenance Management for this project activity.

See Creating Project and Activity Teams.

Create Work Order page

Use this page to create a work order from a Project Costing-managed project activity.

See Creating Work Orders and Work Order-Managed Projects in PeopleSoft Project Costing.

Work Orders page

View a list of all work orders that are associated with a Project Costing-managed activity and drill into each individual work order.

Show All Transaction Details page

View the work order business unit, work order number, task number, resource type, and resource line number for a transaction.

See Viewing and Adding Transactions.

Express Retirement Process page

Use this page to run the Express Retirement Application Engine process (PC_EXPRET_AM) to send assets that are associated with work order-managed projects to the PeopleSoft Asset Management Loader table and (optionally) to the PeopleSoft Asset Management production tables.

See Express Retirement Process Page.

Maintenance Management Tools Usage page

Use this page to run the Maintenance Management Tools Usage process to price eligible tools usage transactions for costing or billing.

Pricing process

This Application Engine process calculates labor and tools usage cost and billing amounts by using the work order labor and tools usage cost rates and bill rates. Additionally, the process holds transactions that are associated with work order-managed projects so that the Process Project Accounting process does not process them until the work order task closes.

See Running the Pricing Application Engine Process.