Understanding Project Teams

This section discusses:

  • Project Teams.

  • Project Delete Utility.

PeopleSoft Project Costing uses project teams to identify and manage the resources that are needed to complete an assignment. In PeopleSoft Proposal Management, you can initiate the creation of a project resource team for the selected version of a proposal by selecting the Create Resources Team check box on the Maintain Version Estimate Detail page.

Using the Project Team Summary page in PeopleSoft Project Costing, you can create and modify a project's resource requirements, assign employees directly to a team, and view its current members. You can further define project teams into separate activity teams that can include employees and resource requirements. If you installed Resource Management, then you can also initiate service orders to staff open positions.

If a user selects another proposal version after the project team is created, the system displays a warning message that it will delete any existing project team structures. In this case, the project and the project activity structures are also deleted.

Note: If a user edits the project team structures in PeopleSoft Project Costing after the system creates the project team, the system does not write data back to the Maintain Version Estimate Detail page in PeopleSoft Proposal Management. If you run the Pre-Spending or Contract Generation process, it is not possible to change versions and delete existing projects. This is important as you don't want to orphan projects and activities with transactional activity. You cannot use a project in a pending status for transactional activity, so it is okay to delete these project teams.

To delete unused project team structures, PeopleSoft Project Costing uses an application engine program called the Project Delete Utility. If project and project team structures are set up for the selected version of a proposal, and a user selects another version of the proposal, the system deletes all of the PeopleSoft Project Costing structures under the prior proposal version. The system initiates the deletion of the project structures (including the project team structures) by calling the Project Delete Utility from the PeopleCode.

To make the Project Delete Utility operable, you need to set up the project delete options on the Delete Utility Tables page during the setup of your PeopleSoft Project Costing business units. This is a PeopleSoft Project Costing requirement. The Delete Utility Tables page essentially stores all of the projects tables that you want deleted when you run the Project Delete Utility.