Understanding Integration with Services Procurement

The time entry, expense, and progress log entry components in PeopleSoft Services Procurement use the same standard integration functionality as other PeopleSoft applications that integrate with PeopleSoft Project Costing. This enables you to incorporate time, expense, and progress log data into the PeopleSoft Project Costing application from PeopleSoft Services Procurement.

Importing time, expense, and progress log data from PeopleSoft Services Procurement to PeopleSoft Project Costing is a three step process:

1. Enter project ChartField information with PeopleSoft Services Procurement requisition or work order distribution lines.

   The PeopleSoft Services Procurement system uses requisitions and work orders to accumulate time (including assignment incidents), expense, and progress information. You can accumulate charges against projects based on actual costs or a percentage allocation.

2. In PeopleSoft Services Procurement, specify the export parameters on the Export Services to Projects page and run the Export to Projects Application Engine process (SPA_PROJ_EXP).

   The system selects approved transaction data from the time and expense tables and the process log table based on criteria that you select on the run control page, and generates rows in the Project Transaction staging table (SP_PROJ_RES_STG) for daily time entered, individual expenses, and progress logs. Note that:

   • For time, expense, and progress data, the process sends only those rows to PeopleSoft Project Costing that contain a project business unit, project, and activity.

   • The Business Unit field value (BUSINESS_UNIT) in PeopleSoft Services Procurement populates the PO (purchase order) Business Unit field (BUSINESS_UNIT_PO) in PeopleSoft Project Costing.

   • PeopleSoft Services Procurement sends assignment incident transactions to PeopleSoft Project Costing as expense transactions.

   • The Time Quantity (TIME_QUANTITY) and Unit of Measure (UNIT_OF_MEASURE) fields are blank for expense, progress log, and assignment incident transactions from PeopleSoft Services Procurement.

3. In PeopleSoft Project Costing, run the Services Procurement to Project Costing Application Engine process (PC_SP_TO_PC) to load the staged data into the Project Transaction table (PROJ_RESOURCE).