Award and Project Controls

Here is how award and project controls work in PeopleSoft Grants:

  • Project types are labels for grouping projects within awards.

    Setting up project types and assigning them to awards enables you to analyze all projects of a certain type in relation to one another.

  • Activity types are the labels that identify an activity in PeopleSoft Grants.

    If you assign activity types consistently throughout PeopleSoft Grants, you can analyze and report on all similar activities across all awards institution wide. All awards that you create will contain activities.

  • Status types are one-character, alphanumeric identifiers that you use to track changes in the status of awards and activities.

    You also use status types for defining award events, which are the actual changes in status that require approval. Use the Status Types page to set control actions to limit transactions coming into PeopleSoft Grants from cost feeder applications.

  • Phase types are used to identify what phase of the award a date can represent when you enter dates in award schedule.

    For example, if you create a phase type of cleanup, you can enter a begin cleanup date and an end cleanup date in the award schedule, and track time that is spent specifically on cleanup.

  • Award events represent a change in the status of an award, a project, or an activity.

    For example, a change in the status of a project or an activity from proposed to approved can be defined as an award event that requires approval. An award event can be a change in status between two consecutive status types such as proposed and approved, or two nonconsecutive status types such as proposed and closed. Award events can be an important part of workflow if you have set up workflow within PeopleSoft Grants.

  • Work breakdown structure is a hierarchical structure that you can use at the activity level to aid in reporting and analyzing similar activities throughout the institution.

    The work breakdown structure typically includes several levels, and you can use it to roll up detail values from lower levels. For example, you may want to roll up details about all clinical research for all awards within a business unit for outcome comparisons. Because only a subset of work breakdown structure elements is typically used for a given award, you use Tree Manager to define the tree that contains valid work breakdown structure elements for an award. Each activity that you then add to that award can be associated only with the work breakdown structure elements on that tree.

To establish award and project controls:

  1. Create project types.

  2. Create activity types.

  3. Define the status types that you want to use for awards and activities.

  4. Identify what phase of the award is represented when dates are entered in the award schedule.

  5. Define an award event.

  6. Enter work breakdown structure values.

Instructions for setting up award and project controls appear in the PeopleSoft Project Costing documentation.

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