Understanding How Projects are Used in PeopleSoft Proposal Management

A project in PeopleSoft Proposal Management represents all or a portion of a proposal. Every proposal in the PeopleSoft Proposal Management system requires a minimum of one project. The proposal project automatic numbering is the same as for PeopleSoft Project Costing, which ensures continuity when the proposal project is generated into a real project.

Each project requires a minimum of one activity. Proposals can have multiple projects, and projects can have multiple activities. To enter a transaction line into the Project Resource transaction table (PROJ_RESOURCE) in PeopleSoft Project Costing, a project and activity must exist.

In PeopleSoft Proposal Management, you create projects when you run the Generate, Pre-Spending, or Create Resource processes. In PeopleSoft Project Costing, you can add a project manually through the project definition pages. However, you should only add projects manually after you have run the Generate process. Within PeopleSoft Project Costing you can also attach a project to a contract and a contract line within the Project Definition pages.

There are two basic ways to control the flow of data coming into PeopleSoft Project Costing:

1. Set a project or activity to Inactive status.

   In this case, the project and activity do not appear in the prompt lists of the PeopleSoft feeder systems.

2. Use status control options.

   On the Status Types page, select the analysis types that each feeder system uses; then select a project control action to associate with the analysis type.

   Note: No project control action occurs if the Project Control Action box is deselected.

   Values include:

   • Warning: Displays a warning before the system accepts the transaction.

   • Reject: Rejects the transaction.

Instructions on controlling incoming transactions appear in the PeopleSoft Project Costing.

PeopleSoft Project Costing provides several different ways to analyze project data. Before you can analyze project data, you must:

• Create at least one project.

• Create project activities.

• Create transactions that have been assigned resource IDs.

After you establish a project and enter data directly though interfaces with other PeopleSoft applications, you can use the pages in PeopleSoft Project Costing to:

• View a list of all project manager projects.

• Display real-time project information that is pulled from the project summary tables.

• Display all resource transactions for a selected project.

The system automatically populates the lines and analysis types that display in the Project Analysis pages. When you post lines in the Project Budget pages to PeopleSoft Project Costing, the system adds BUD (budget) lines to the Project Analysis pages. After you run the Integrate Enterprise Data processes, you can use the Project Analysis pages to make inquiries on the data that originated from PeopleSoft General Ledger, PeopleSoft Inventory, PeopleSoft Payables, PeopleSoft Purchasing, and PeopleSoft Time and Labor.

Instructions on analyzing project data appear in the PeopleSoft Project Costing.

PeopleSoft Project Costing provides a series of pages that enable you to review costs for a project and an activity based on different integration criteria. From these pages, you can navigate back to the related PeopleSoft application and view transactions in greater detail.

Instructions on reviewing project costs and transactions appear in the PeopleSoft Project Costing.

PeopleSoft Project Costing provides a series of pages that you can use for online project analysis—to view a financial or resource summary of a project, the projected costs to complete a project, under and over budget resources, and budget to actual variances.

Instructions on performing online project analysis appear in the PeopleSoft Project Costing.