Processing Project Progress

This section discusses how to run the Project Progress process for processing one or more billing and revenue plans at the same time, specify revenue options, and specify billing options.

Page Name

Definition Name

Usage

Process Project Progress Page

RUN_CA_PCT_UPD

Run the Project Progress (percent complete update) process for one or more billing or revenue plans at the same time. This process updates the project progress of your percent-complete revenue and billing plans for amount-based contract lines.

Revenue Options Page

CA_REV_OPT_SEC

Specify revenue filters for the Project Process process.

Billing Options Page

CA_BILL_OPT_SEC

Specify billing filters for the Project Process process.

You must have selected an option of Project or Project/Activity in the Percent Source field for the Define Events By group box on the Billing Plan - Events or Revenue Plan page.

Use the Process Project Progress page (RUN_CA_PCT_UPD) to run the Project Progress (percent complete update) process for one or more billing or revenue plans at the same time.

This process updates the project progress of your percent-complete revenue and billing plans for amount-based contract lines.

Navigation:

Customer Contracts > Update Contract Progress > Process Project Progress

This example illustrates the fields and controls on the Process Project Progress page. You can find definitions for the fields and controls later on this page.

 Process Project Progress page

Program Name

Field or Control

Description

Program Name

CA_PCT_UPD displays.

Contract Options

Use the fields in this group box to limit the data that is included in the run of this process. Filter by PeopleSoft Contracts business unit, contract type, contract classification, sold to customer, or contract number. If you leave all fields blank, the process picks up all available percent complete activity in PeopleSoft Contracts.

Plan Information

Field or Control

Description

Update Revenue Plans

Select this check box to updated revenue plans only.

Revenue Options

Click to specify revenue filters for the Project Progress process.

Update Bill Plans

Select this check box to update billing plans only.

Billing Options

Click to specify billing filters for the Project Progress process.

Use the Revenue Options page (CA_REV_OPT_SEC) to specify revenue filters for the Project Process process.

Navigation:

Click the Revenue Options link on the Process Project Process page.

Specify revenue filters for the Project Progress process to process one or more revenue plans at the same time.

Field or Control

Description

GL Business Unit

Select a PeopleSoft General Ledger business unit to run this process for all contracts within a specific PeopleSoft General Ledger business unit.

Revenue Plan

Select a revenue plan to run this process for all events within a specific revenue plan.

Use the Billing Options page (CA_BILL_OPT_SEC) to specify billing filters for the Project Process process.

Navigation:

Click the Billing Options link on the Process Project Process page.

Specify billing filters for the Project Progress process to process one or more billing plans at the same time.

Field or Control

Description

Billing Business Unit

Select a PeopleSoft Billing business unit to run the Project Progress process for a specific billing business unit.

Bill To

Select a bill to customer to run the Project Progress process for a specific customer.

Billing Plan

Select a billing plan ID to run the Project Progress process for a specific billing plan.

Billing Specialist

Select a billing specialist to run the Project Progress process for a specific billing specialist.

Billing Cycle Identifier

Select to filter your processing parameters by the billing cycle ID.