Commitment Control Setup Steps for PeopleSoft Grants

This table explains the basic steps that you may want to follow to set up commitment control options for PeopleSoft Grants. This list is not a comprehensive procedure for setting up commitment control options.

You can find a more detailed and thorough explanation of the steps in the documentation referenced in the Additional Documentation column of the table:

Step	Navigation Path	Additional Documentation
Select Grants under the Enable Commitment Control section on the Installed Products page.	Set Up Financials/Supply Chain, and then Install, and then Installation Options, and then Products	See Application Fundamentals: Setting Up Cross-Application Installation Options.
Define detail ledgers.	General Ledger, and then Ledgers, and then Define Detail Ledger	See Application Fundamentals: Defining a Detail Ledger.
Define ledger groups.	General Ledger, and then Ledgers, and then Ledger Groups, and then Definition	See Application Fundamentals: Linking Ledgers to a Ledger Group.
Create parent expense budgets and parent revenue budgets for revenue offset.	Commitment Control, and then Define Control Budgets, and then Budget Definitions, and then Control Budget Options	See PeopleSoft Commitment Control: Setting Up Control Budget Definitions.
Specify the ChartFields and calendar that will be used to identify the parent budgets for each RuleSet.	Commitment Control, and then Define Control Budgets, and then Budget Definitions, and then Keys and Translations	See PeopleSoft Commitment Control: Setting Up Control Budget Definitions.
Set up excluded account types for the parent budgets.	Commitment Control, and then Define Control Budgets, and then Budget Definitions, and then Excluded Account Types	See PeopleSoft Commitment Control: Setting Up Control Budget Definitions.
Create child expense budgets and child revenue budgets for revenue offset.	Commitment Control, and then Define Control Budgets, and then Budget Definitions, and then Control Budget Options	See PeopleSoft Commitment Control: Setting Up Control Budget Definitions.
Specify the ChartFields and calendar that will be used to identify child budgets for each RuleSet.	Commitment Control, and then Define Control Budgets, and then Budget Definitions, and then Keys and Translations	See PeopleSoft Commitment Control: Setting Up Control Budget Definitions.
Set up excluded account types for the child budgets.	Commitment Control, and then Define Control Budgets, and then Budget Definitions, and then Excluded Account Types	See PeopleSoft Commitment Control: Setting Up Control Budget Definitions.
Associate parent and child revenue budgets.	Commitment Control, and then Define Control Budgets, and then Associated Budgets, and then Commitment Control Associated Budgets	See PeopleSoft Commitment Control: Setting Up Associated Revenue and Expenditure Budgets.
Enter budget journal header information for the parent revenue budget.	Commitment Control, and then Budget Journals, and then Enter Budget Journals, and then Budget Header	See PeopleSoft Commitment Control: Entering Budget Journals and Budget Transfer Journals.
Enter the transaction lines that make up the journal.	Commitment Control, and then Budget Journals, and then Enter Budget Journals, and then Budget Lines	See PeopleSoft Commitment Control: Entering Budget Journals and Budget Transfer Journals.
Enter budget journal header information for the child revenue budget.	Commitment Control, and then Budget Journals, and then Enter Budget Journals, and then Budget Header	See PeopleSoft Commitment Control: Entering Budget Journals and Budget Transfer Journals.
Enter the transaction lines that make up the journal.	Commitment Control, and then Budget Journals, and then Enter Budget Journals, and then Budget Lines	See PeopleSoft Commitment Control: Entering Budget Journals and Budget Transfer Journals.
Attach the ledger group to a business unit.	Set Up Financials/Supply Chain, and then Business Unit Related, and then General Ledger, and then Ledgers for a Unit, and then Definition	See Application Fundamentals: Defining Ledgers for a Business Unit.
Post budget journals to the budget. Click the Finalize button to send the budget to the Project Resource table (PROJ_RESOURCE).	Grants, and then Awards, and then Project Budgets, and then Budget Detail	See Establishing Project Budgets.
Check the budget.	Commitment Control, and then Review Budget Activities, and then Budget Details, and then Commitment Control Budget Details	See PeopleSoft Commitment Control: Viewing Budget Details and Transaction Activity.
Run the F&A process.	Grants, and then Awards, and then Process Facilities Admin	See Processing Facilities and Administration Costs and Adjustments.