Understanding Activities in PeopleSoft Services Procurement
Activities are specific tasks that you allocate time or progress against. When Project Costing is not installed, activities are generic, not related to projects, and are associated to work orders based on service type or service. Use activities to further define the work order scope.
Understanding Activities When PeopleSoft Project Costing is Installed
When Project Costing is installed, activities are associated to specific projects. This is typically used when service providers are assigned to work on multiple projects in multiple departments concurrently. Use activities on timesheets to break down the various costs that are associated with a project or work orders. In this scenario, any project for which you incur costs directly must contain at least one activity.
Note: When you associate a project to an activity, you must have a project business unit and project defined as a ChartField in order to charge time or progress against it.
Understanding ChartFields When PeopleSoft Project Costing is Installed
Use the Standard ChartField Configuration page to determine which ChartFields are available to use on requisitions and work orders. The values that default onto each ChartField on a requisition line or manual work order come from the business unit or user defaults. You can specify multiple ChartField combinations on a requisition. Those combinations are editable until the requisition line is submitted for approval. ChartField combinations are carried over when a work order is created from a requisition. Whether a work order is created manually or is linked to a requisition line, the ChartField combinations specified on the work order may only be modified until a certain point, depending on whether there are related purchase orders or existing time sheets.
When purchase order integration is enabled, you cannot make changes to the distribution after the purchase order has been created. When purchase order integration is not enabled, it is possible to modify the distributions until a time sheet has been created. If the actual allocation method is used for the work order, new distributions may be added even after a time sheet has been created, but existing distribution lines may not be deleted or changed. The ChartField combinations from the work order are subsequently used in the integration with PeopleSoft Purchasing and Accounts Payables.
When Project Costing is installed, you must create a project in PeopleSoft Project Costing or PeopleSoft Services Procurement before you can assign activities to it.