Importing Time and Expenses into PeopleSoft Project Costing
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
PC_EX_TO_PC |
Run the Expenses to Project Costing process to import approved time reports and expenses into PeopleSoft Project Costing from the PeopleSoft Expenses system. Access this page from the menu option. |
|
|
PROJECT_EXPRESSG |
View time and expense data that you imported into PeopleSoft Project Costing. |
Use the Expenses page (PC_EX_TO_PC) to run the Expenses to Project Costing process to import approved time reports and expenses into PeopleSoft Project Costing from the PeopleSoft Expenses system.
Navigation:
Time and expense data must be in the appropriate staging tables in the Financials database before you run the Application Engine process to pull data into the Project Transaction table in PeopleSoft Project Costing. The Expenses to Project Costing process loads time report entries from the Time Staging for Project Transaction table, and loads expense report entries from the Expenses Accounting Line table.
Field or Control |
Description |
|---|---|
Options |
You can process expenses for all activities or for just specific ones. Available values are: All: Select to import all approved expenses in the Expenses Accounting Line table, and all approved time reports in the Time Staging for Project Transaction table, to the Project Transaction table. Business Unit: Select to specify approved time reports and expenses for the selected business unit. Business Unit/Project: Select to specify approved time reports and expenses for the selected business unit and project. Business Unit/Project/Activity: Select to specify approved time reports and expenses for the selected business unit, project, and activity. |
Date Option |
Select an option to specify which transactions to include in this run control. Available options are: All: Selects all eligible rows regardless of the accounting date or transaction date. Accounting Date: Selects eligible rows with an accounting date that falls within the date range that you specify for this run control. Transaction Date: Selects eligible rows with a transaction date that falls within the date range that you specify for this run control. |
From Date and Through Date |
Enter the date range of the eligible transactions. These fields appear if you select a date option of Accounting Date or Transaction Date. |
Expense amounts that are in a different currency than the business unit currency are converted during the integration process, if you set up the appropriate exchange rates.
After time and expense transactions are imported into the Project Transaction table, you can view them in the Transaction List page as follows:
Expenses appear as transactions with the analysis type that you specify in the Expenses field (AN_TYPE_EX) on the Installation Options - Project Costing Integration page.
The default analysis type is ACT (actual cost).
Time reports appear as transactions with the analysis type that you specify in the Mobile Time / Expense field (AN_TYPE_TT_EX) on the Installation Options - Project Costing Integration page.
The default analysis type is TLX (cost from time traveler).
If you use PeopleSoft Maintenance Management, the Expenses to Project Costing process imports this additional information into the Project Transaction table for each time transaction row:
Work order business unit
Work order ID
Task ID
Work order resource type
Work order resource line number
Work order labor hour transactions appear with the analysis type that you specify in the Mobile Time / Expense field in the Installation Options - Project Costing Integration page.
Note: Various Application Engine processes, including the Expenses to Project Costing process, trigger the Refresh Summary Tables Application Engine process (PC_SUM_RFSH). This process runs in the background and updates the PeopleSoft Project Costing summary tables.