Setting Up PeopleSoft Project Costing for PeopleSoft Commitment Control
Page Name |
Definition Name |
Usage |
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PROJ_INT_TMPL_03 |
Select the Primary Ledger Business Unit check box to designate the integration template as the primary general ledger business unit that is used for budget creation and budget checking when this integration template is specified for a project. |
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INSTALLATION_PC |
In the Analysis Groups Default group box:
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PROJ_ANTYPE_DEFN |
Designate a Commitment Control amount type for the analysis types that will be used for Commitment Control budget checking. |
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PROJECT_GEN_01 |
If necessary, override the default budget analysis group by selecting different analysis types that identify a budget. In the Grants group box, specify if the project is grant funded. The Grants group box is visible only if PeopleSoft Grants is installed and you access the Project Costing Definition page by using the portal navigation. |
Use the Analysis Types page (PROJ_ANTYPE_DEFN) to designate a Commitment Control amount type for the analysis types that will be used for Commitment Control budget checking.
Navigation:
Field or Control |
Description |
---|---|
Commitment Control Amount Type |
To set up Commitment Control analysis types, select a Commitment Control Amount Type value to identify how transactions of this analysis type are used in Commitment Control budget checking. |
Source Transaction Type |
Displays either the PC_JOURNAL or PC_BUDGET transaction type that is defined in the Commitment Control feature. The source transaction type maps PeopleSoft Project Costing fields to Commitment Control fields. |
This table lists the delivered analysis types and amount types that are used for Commitment Control:
Analysis Type |
Commitment Control Amount Type |
Commitment Control Ledger Group Type |
---|---|---|
REQ |
Pre-Encumbrance: Designates requisitions. |
Expense |
CRQ |
Pre-Encumbrance: Designates cost sharing requisitions. |
Expense |
COM |
Encumbrance: Designates purchase orders. |
Expense |
ACT |
Actuals and Recognized: Designates actual cost expenses for expense type ledger groups and recognized revenue for revenue type ledger groups. |
Expense Revenue |