Integrating with PeopleSoft Project Costing
This topic lists a prerequisite and discusses how to export approved time (resource-based), expense (resource-based and deliverables-based), and progress log (deliverable-based) information to PeopleSoft Project Costing.
Here are the steps:
Export approved time, expense, and progress log information to a staging table.
In PeopleSoft Project Costing, run the process to import staging table data into PeopleSoft Project Costing tables.
Note: When you run the SPA_PROJ_EXP process, the system processes and populates the Project Resource integration staging table (SP_PROJ_RES_STG) with only those work order distribution rows that have a Project Costing business unit, project ID, and activity ID.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
SPF_PROJ_EXP |
Define run control parameters for exporting time, expense, and progress log data to a staging table. |
|
|
PC_SP_TO_PC |
Load PeopleSoft Services Procurement staged data into PeopleSoft Project Costing. |
Before exporting time, expense, and progress log information to Project Costing, ensure that the following fields are set as you want them in the System Analysis Types group box on the Project Costing Integration page (Set Up Financials/Supply Chain, Install, Installation Options and select Project Costing Integration). The system is delivered with default settings, but you can change them.
Expenses
Mobile Time / Expense
sPro Assignment Incident
sPro Progress Log
See Installation Options - Project Costing Integration Page.
Use the Export Services to Projects page (SPF_PROJ_EXP) to define run control parameters for exporting time, expense, and progress log data to a staging table.
Navigation:
This example illustrates the fields and controls on the Export Services to Projects page.
Define the parameters to use to export the time, expense, and progress log information.
Field or Control |
Description |
|---|---|
Business Unit |
Enter the Services Procurement business unit to select the work orders that you want to send to Project Costing. |
Field or Control |
Description |
|---|---|
Provider Contact |
Select a provider contact to export progress log information. You must also select a business unit and supplier prior to selecting a provider contact. |
Field or Control |
Description |
|---|---|
Work Order ID |
Select a work order ID to send a specific work order to Project Costing. Multi-resource service work orders along with their lower-level service work orders appear in the Work Order ID field list of values on this page. If a multi-resource work order is included in the work order selection range, the system processes all the lower-level service work orders for that multi-resource work order. If you select a lower-level service work order, then the system processes only that work order. If you select both multi-resource and lower-level service work orders in the same range, the SPA_PROJ_EXP process ignores duplicates and processes the lower-level service work orders only once. |
Process Results
The PeopleSoft Application Engine process (SPA_PROJ_EXP) exports this information to the Project Resource staging table (SP_PROJ_RES_STG):
Approved time transaction data from PeopleSoft Services Procurement time and expense tables.
Services Procurement sends time data to Project Costing using an analysis type of TLX for time based labor and an analysis type of INC for incident based assignments. Project Costing can then use these analysis types to process transactions.
Approved progress log data from PeopleSoft Services Procurement tables.
Services Procurement sends progress log data to Project Costing using an analysis type of SPL. Project Costing can then use the analysis type to process the transactions.
Approved expense data from PeopleSoft Services Procurement tables.
Services Procurement sends expense data to Project Costing using an analysis type of ACT. Project Costing can then use the analysis type to process the transactions.
When you run this process, the system processes and populates the staging table with only those work order distribution rows that have a Project Costing business unit, project ID, and activity ID.
Note: Run the Cost Collection process in PeopleSoft Project Costing for Services Procurement Application Engine process (PC_SP_TO_PC) to load the staged data into PeopleSoft Project Costing.