Creating and Defining Projects

Start Date

Select the project start date. The start date cannot be after any of the project's activity start dates.

End Date

Select the date that the project ends. The end date cannot be before any of the project's activity end dates.

Additional Dates

Click to access the Additional Dates page, where you can enter project baseline start and finish dates, early start and finish dates, actual start and finish dates, and late start and finish dates.

Calculate

Select Start Date, End Date, or Duration (days) to specify which one of these three fields is calculated by the system based on the values that you enter for the other two fields. For example, select End Date for the system to calculate the end date based on the values that you enter for start date and duration.

The default value is based on the project calculation method that is specified on the Program Management Options page for the business unit. The Calculate field is available only if you use PeopleSoft Program Management.

Duration in Days

Enter the number of business days between the start date and end date of the project or program. This field is available only if you use PeopleSoft Program Management.

Release

Select a release to further classify the project. Available values are based on active releases in the Release table (PGM_RELEASE_ALL). You can specify a release for projects in any processing status.

This field appears only for projects, not programs. You cannot specify releases for programs.

The release description appears when you enter the release.

Release Date

Displays the current target release date when you enter the release. This field appears only for projects, not for programs.

Category

Select a category to further classify the project. Available values are based on the categories in the Active Categories table (PGM_CATEGORY_AC) that are valid for the business unit based on the SetID mapping.

Application Area

Select an application area to further classify the project. Available values are based on the application areas in the Active Application Areas table (PGM_APPLAREA_AC) that are valid for the business unit based on the SetID mapping.

Application

Select an application. Available values are based on the application area.

Save as Template

Click to access the Save as Template page to save an existing transactional project as a project template. Only active project templates are available for selection. The Save as Template button appears on this page for pending and active projects. This field appears only for projects and not for programs.

Import from Template

Click to access the Import From Template page and import data into an existing transactional project from a project template. Only active project templates are available for selection. The Import from Template button appears on this page for pending projects. This field appears only for projects and not for programs.

Copy Project

Click to access the Copy Project page and modify an existing project or create a new project with information from this project. The Copy Project button appears on this page for pending and active projects. This field appears only for projects and not for programs.

My Projects

Click to access the My Projects page to view a list of your projects and templates.

Project Valuation

Click to access the Project Valuation page.

See Setting Up and Using Project Valuation.

Project Team

Click to access the Project Definitions - Team page to view and modify membership to the project team. This link appears if you use PeopleSoft Project Costing without PeopleSoft Program Management.

See Creating Project and Activity Teams.

Resources

Click to access the Resources page to view and modify the list of project team resources. This link appears if you use PeopleSoft Program Management.

See Adding and Modifying Project Resources.

Project Activities

Click to access the Project Activities page to view and modify the project's activities.

See Adding Activities to Projects.

More

Select an option to access project-related pages:

Integrate with MSProject: Access the Integrate with Microsoft Project page to create or update a project in Microsoft Project with data in a PeopleSoft Project Costing or PeopleSoft Program Management project.

See Integrate with Microsoft Project Page.

Manager Workbench: Access the Manager Workbench to view a summary of the project's health scorecard, milestones, issues, risks, change requests, and project deliverables. This option appears only if you use PeopleSoft Program Management.

See Reviewing Programs and Projects.

PC Chartfield Default for WO: Access the Work Order Project Chart field Mapping page (WM_PC_DFLT_CFS) for a business unit, work type, and service group combination to specify default project ChartField values for work order tasks. This option appears only if you use PeopleSoft Maintenance Management.

See Setting Up Rules and Data Related to PeopleSoft Project Costing.

Project Budgeting: Access the Budget Plan page, if a budget plan exists for this project, to view budget plans associated with the current project.

See Creating and Defining Budget Plans.

Project Defaults for WO: Access the Work Order - Projects Association page to specify default work order values on projects. This option appears only if you use PeopleSoft Maintenance Management.

See Setting Up Rules and Data Related to PeopleSoft Project Costing.

Project Initiation Checklist: Access the Project Initiation Checklist page to view a list of steps that are required to set up, initiate, and track a project. The page also provides links to the components where each step of a project is implemented.

See Initiating Projects by Using Project Initiation Checklists.

Project Request: Access the Project Request page if the project is associated with a project request. This option appears only if you use PeopleSoft Program Management.

Project Status: Access the Project Definitions - Status page to view or define project status.

See Maintaining Project Status.

Status Report Frequency: Access the Status Report Frequency page to define or view how often status reports are required for the project. This option appears only if you use PeopleSoft Program Management.

See Defining Status Reports.

Status Report Reminder: Access the Status Report Reminder run control page to send email notifications to project team members as a reminder of status report due dates. This option appears only if you use PeopleSoft Program Management.

See Status Report Reminder Page.

Click to access the Project Hierarchy page to view a project and it’s activities in a graphical manner.

FS_08 SetID

Enter a SetID in cases in which multiple project business units relate to the same general ledger business unit. Because a general ledger business unit can relate to only one SetID or project business unit combination, the FS_08 SetID field enables you to associate the SetID that the general ledger business unit is using in the FS_08 record group. If you use an integration template that relates the general ledger business unit to a different SetID, the FS_08 SetID field changes to the correct SetID value that is used in the FS_08 record group.

System Source

Enter the origin of a project, such as a third-party application or an online entry page in another PeopleSoft application. The default value is PPC (Project Costing online entry page). Available values are based on the translate values in the System Source field (SYSTEM_SOURCE) properties.

Auto Review for Period of Performance

Select to automatically review and approve period of performance exceptions for the particular project. This check box defaults from Project Type settings.

Currency Code

Indicate the type of currency used to track costs. The default value is based on the business unit.

Rate Type

Select the default exchange rate type for the project. The default value is based on the business unit.

Effective Date Default

Select the default date on which the currency code becomes effective. This field is used in conjunction with the rate type and currency code.

Available options are:

Acct Date: Accounting date.

Cur Date: Current date.

Trans Date: Transaction date.

Standard Activities

Select to restrict this project's activities to a predefined list based on SetID and project type. By default, this check box is deselected.

See Standard Activities Page.

Allow Interest Calculation

Select to include costs that are incurred by all activities belonging to the project in interest calculations. Only projects and activities with a processing status of Active are eligible for interest calculation. By default, this check box is deselected.

If you select the Allow Interest Calculation option at the project level, the system automatically selects the Allow Interest Calculation option as the default value for all activities that are added to the project. You can override the project default value for individual activities.

See Setting Up and Processing Interest Calculations.

Add me to Project Security

This is a setup option that appears if you use project security and you are creating a new project from a blank project. The field remains visible until you save the Project Costing Definition page and refresh the component.

The behavior of the Add me to Project Security option is based on the type of security that is enabled on the Security Options page. For example, if you use team-based security, use this option to automatically add yourself—the employee who is associated with the user ID that is logged into the system—to the project team with security access that is determined by your project role. Alternatively, if you use user, tree-based security, use this option to automatically add the new project to a project tree and grant yourself access to the project based on your project role.

This list discusses the behavior of the Add me to Project Security option based on the project security options that you can select on the Security Options page:

• If you use team-based security, select this option and enter your role in the Project Role field for the system to automatically add you to the project team with access to the project. The role determines your level of access, such as read-only or read/write. When you select this option, enter the project role, and save the page, the system adds the project to the Project Security page that lists the projects for which you have access.

• If you use user, tree-based security, select this option to immediately access the Assign To Project Tree page and add the new project to a project tree. Return to the Project Costing Definition page and enter your project role, which determines your level of access to the project. When you select this option, enter the project role, and save the page, the system automatically adds this project to the Project Security page that lists the projects on this tree for which you have access.

• If you use permission list, tree-based security, select this option to immediately access the Assign To Project Tree page and add the new project to a project tree. Return to the Project Costing Definition page and enter your project role, which determines your level of access to the project. When you select this option, enter the project role, and save the page, the system automatically adds this project to the Project Security page that lists the projects on this tree that are associated with the permission list for which you have access.

• If you use permission list, list-based security, select this option to automatically add the project to your permission list—the permission list of the user ID who is creating the project. Any user ID with the same permission list as the project creator has the same access to the project. When you select this option, enter the project role, and save the page, the system automatically adds this project to the Project Security page that lists the projects that are associated with this permission list for which you have access.

See Defining Project Security.

Project Role

This field appears in conjunction with the Add me to Project Security field. Select your project role—the project role of the user ID who is creating the project. The project role contains a security profile that determines your access to projects and activities, such as no access, read-only, or read/write access. The project role can also specify the transactions to which you have access.

Auto Review for Billing

Select to automatically designate transactions for this project as reviewed, indicating that the transactions do not require review by the project manager before being sent to PeopleSoft Billing.

This option is available only if the Review Required for Billing option is selected on the Installation Options - Project Costing Integration page.

Do Not Enforce

Select to indicate no project team restriction. This project is available for employees to charge time and expenses regardless of their membership to the project team. The Products drop-down list box does not appear when you select this option.

Project Team Only

Select to indicate that only members of the project team can charge time and expenses to the project. The Products drop-down list box appears for you to define the charge restrictions for project team members.

Project and Activity Team

Select to indicate that only members of the project and activity teams can charge time and expenses to the project. The Products drop-down list box appears for you to define the charge restrictions for project and activity team members.

Products

Select the kind of charges to allow for a project or activity. This field is available only if you select an enforce team option of Project Team Only or Project and Activity Team.

Available product options are:

Exp and TL (Expenses and Time and Labor): Allows members of the project or activity team to charge to the project from both PeopleSoft Expenses and PeopleSoft Time and Labor.

Expenses: Allows members of the project or activity team to charge to the project from PeopleSoft Expenses.

Time&Labor: Allows members of the project or activity team to charge to the project from PeopleSoft Time and Labor.

Project Resource Pools Only

Select to enable only resources that belong to the project's resource pools to charge time and expense against the project in the PeopleSoft Expenses system. If you select this option, the Expenses value appears in the Products field and is not editable.

This option appears if both PeopleSoft Program Management and PeopleSoft Resource Management are installed.

See Project Resource Pools Page.

Project Activity Resource Pool

Select to enable only resources that belong to an activity's resource pools to charge time and expense against the activity in the PeopleSoft Expenses system. If you select this option, the Expenses value appears in the Products field and is not editable.

You cannot select this option if the Activity Costing Level option is selected as the project charging level on the Program Management Options page.

This option appears if both PeopleSoft Program Management and PeopleSoft Resource Management are installed.

See Program Management Options Page, Activity Resource Pools Page.

Cost Budget

Select an analysis group for designating cost budget transactions for this project.

Revenue Budget

Select an analysis group for designating revenue budget transactions for this project.

Actual Cost

Select an analysis group for designating actual cost transactions for this project.

Actual Revenue

Select an analysis group for designating actual revenue transactions for this project.

Forecast Cost

Select an analysis group for designating the estimate at completion costs for this project

Forecast Revenue

Select an analysis group that represents the forecasted revenue when the project is complete. This value appears by default from the Installation Options - Project Costing page, but can be overridden.

Calculation Method

Select a method to calculate the percent complete component. The default value is based on the business unit.

Available methods are:

Budget Amount

Budget Hours

Duration: This option appears only if you use PeopleSoft Program Management.

Forecast Amount

Forecast Hours

Manual

Calculation methods are discussed in more detail in the Project Costing Options Page topic.

Summary Method

Select a method that the system uses to roll up activity completion percentages to the project. The default value is based on the business unit.

Available methods are:

None: This option is available if you select the Manual calculation method.

Straight-Line: This option is available for all calculation methods.

Weighted: This option is available if you select a calculation method of Budget Amount, Budget Hours, Duration, Forecast Amount, or Forecast Hours.

Summary methods are discussed in more detail in the Project Costing Options Page topic.

Retain History

Select the frequency in which the system retains the percent complete data. The default value is based on the business unit.

Available options are:

Daily

Monthly

Quarterly

Weekly

See Project Costing Options Page.

Project Tree

Click to access the Assign To Project Tree page, where you can add the project to a project tree.

See Adding Projects to Trees.

Actual Revenue

Select an analysis group that represents actual revenue when analyzing project profitability. This value appears by default from the Installation Options - Project Costing page, but can be overridden. This value is used to calculate the actual margin.

Actual Cost

Select an analysis group that represents actual cost when analyzing project profitability. This value appears by default from the Installation Options - Project Costing page, but can be overridden. This value is used to calculate the actual margin.

Forecast Revenue

Select an analysis group that represents forecast revenue when analyzing project profitability. This value appears by default from the Installation Options - Project Costing page, but can be overridden. This value is used to calculate the forecast margin.

Forecast Cost

Select an analysis group that represents forecast cost when analyzing project profitability. This value appears by default from the Installation Options - Project Costing page, but can be overridden. This value is used to calculate the forecast margin.

Group Target Definition

The initial value of this field defaults from the project business unit level. You can override the value set at the business unit level for individual projects on this page.

Select to indicate that the funding source rules can be grouped manually. Each target definition can be associated to a set of rules.

Deselect to indicate that each funding source rule will be associated with separate target definition.