Project ChartFields

The project ChartFields are related ChartFields, which have the following display order:

  • PC Business Unit

  • Project

  • Activity

  • Source Type

  • Category

  • Subcategory

Project ChartFields are unique in that their display order in the overall sequence of all ChartFields is always the same in relation to the position of the Project ChartField. While you cannot directly change the display order of the other five project ChartFields, you can change the display order of the Project ChartField and the other five project ChartFields maintain their relative positions with respect to the Project ChartField. Their relative positions are as shown in the previous listing of ChartFields. The six project ChartFields must move as a group with any reordering of the display sequence for the Project ChartField and all other ChartFields reordered around this requirement.

Additionally, Resource Analysis Type is not considered a ChartField and as such is not included in the previous list of project ChartFields, nor is it included on either the Standard or Advanced Configuration pages.

While the project ChartFields are displayed on both the Standard and Advanced Configuration pages, project ChartFields are subject only to standard configuration. Because standard configuration can be done using either the Standard or Advanced Configuration page, the project ChartFields are available on both configuration pages.

Note:

If you have not licensed the PeopleSoft Project Costing, Expenses, Resource Management or Services Procurement products, deselect the check boxes on the Installation Options Products page for any unlicensed products before running the Configure process so that ChartFields related to these products are automatically inactivated and are no longer available on pages that would otherwise contain the related ChartFields.

See Project ChartFields.

Resource Analysis Type

Resource Analysis Type is displayed between the Activity and Source Type ChartFields on the Journal Line page. The value of this field is typically derived programmatically based on the transaction and is not available for input on most transaction entry pages. However, an exception to this is Journal Entry, where this field is available for input. Consequently, this field is added to the Journal Entry line page between the Activity and Source Type ChartFields.

If the Project ChartField is reordered during ChartField configuration, the Resource Analysis Type also retains this relative position and is reordered along with the Projects ChartFields in the display.

Like the Projects ChartFields (other than Project ID), Resource Analysis Type is not available if the PeopleSoft Project Costing application is not installed.

Activation and Inactivation of Projects ChartFields

Projects ChartFields are delivered already activated. If any of the PeopleSoft Project Costing, Expenses, or Resource Management applications are not installed, some of the Projects ChartFields are automatically inactivated by navigating to the Configuration page, saving, and then running the Configure process:

  • If the Project Costing application is installed, all project ChartFields remain activated.

  • If the Project Costing application is not installed and either the PeopleSoft Expenses or Resource Management application is installed, PC Business Unit, Activity, and the Project ChartField remain activated, and Source Type, Resource Category, and Subcategory are inactivated.

  • If none of the Project Costing, Expenses, or Resource Management applications are installed, the system inactivates the PC Business Unit, Activity, Source Type, Resource Category, and Subcategory ChartFields if they are not already inactivated.

Inactivation of the Project ChartField is not allowed if the PeopleSoft Project Costing, Expenses, or Resource Management applications are installed .

Inactivation of Source Type is not allowed if any row in the Project Costing Definition (BUS_UNIT_TBL_PC) has the field Category Edit Option (CAT_EDIT_OPTION) set to Related (REL).

Inactivation of Category is not allowed if any row in the Project Costing Definition (BUS_UNIT_TBL_PC) has the field Subcategory Edit Option (SUB_EDIT_OPTION) set to Related (REL).

Assumptions and Restrictions on Display Lengths of Project ChartFields

In the PeopleSoft system ChartFields normally reside in a grid. However, in some applications the PC Business Unit, Project, and Activity ChartFields typically reside outside a grid, as in the PeopleSoft Project Costing application. This prevents the configuration process from changing the display length of these fields. However, though the display length of ChartFields cannot be changed when they appear outside a grid, data entry is restricted to the display length specified on the Standard Configuration page. For example, even though Project appears as a 15-character field in the grid, data entry can be restricted to 10 characters if that is the display length that you specify on the Standard Configuration page.

Balancing and Interunit Restrictions on Project ChartFields

No balancing occurs on the Projects ChartFields. Although the Project ChartField can be specified as a balancing ChartField, this is not true of the other five Projects ChartFields. Therefore, they do not appear in the IntraUnit Related ChartField drop-down list box on the configuration page.

Other Project ChartField Configuration Restrictions

ChartField Inheritance is supported for fully configurable ChartFields only. It is not supported for project ChartFields because they are partially configurable.

If a PeopleSoft application maintains grid tabs that are embedded between ChartFields, a manual step is necessary in the ChartField configuration process that requires you to review and modify these pages. This is because the configuration process automatically moves embedded grid tabs to the end of the ChartField block.