Analysis Types and Groups
Each award is composed, at the most basic level, of resource transactions. Resources contain the quantity and amounts that are associated with each transaction and all of the identifying information that accompanies those costs.
You assign analysis types to individual resources to identify the different types of transactions in PeopleSoft Grants, such as estimated costs, budgeted costs, actual costs, and billed costs.
Multiple resources may be created as a transaction moves through the system.
For example, you may budget 1,000 USD for labor for a project. The actual cost of labor might be 1,500 USD. You may bill for that labor at 1,500 USD. The result would be three resource transactions that recorded the same labor resource as it moved from stage to stage through an award. See the example in the following table:
| Analysis Type | Resource Type | Amount |
|---|---|---|
|
BUD |
LABOR |
$1,000.00 |
|
ACT |
LABOR |
$1,500.00 |
|
BILL |
LABOR |
$1,500.00 |
PeopleSoft Grants delivers the following values as system data. Do not modify them.
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CFA (Cost Sharing F&A).
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SCH (Scheduled Bill Lines).
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SFA (Sponsor F&A).
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OFA (Revenue Offset Lines).
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WFA (Waived F&A).
To set up analysis types and groups:
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Enter descriptions of analysis types (for example, scheduled bill lines).
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Create analysis groups.
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Enter comments about an analysis group.
Instructions for setting up analysis types and groups appear in the PeopleSoft Project Costing documentation.