Setting Up PeopleSoft Project Costing for PeopleSoft Commitment Control

Page Name

Definition Name

Usage

General Ledger Integration Page

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.

Installation Options - Project Costing Page

INSTALLATION_PC

In the Analysis Groups Default group box:

  • Select an analysis group from the Cost Budget drop-down list box.

    The default value is BUD.

  • Select an analysis group from the Revenue Budget drop-down list box.

    The default value is RBUD.

Analysis Types Page

PROJ_ANTYPE_DEFN

Designate a Commitment Control amount type for the analysis types that will be used for Commitment Control budget checking.

Project Costing Definition Page

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 Grants > Awards > Establish Project General Infoportal 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:

Setup Financials/Supply Chain > Product Related > Project Costing > Transaction Options > Analysis Types > Analysis Types

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