Integration Templates

Integration templates define the integration between PeopleSoft Grants, PeopleSoft Project Costing, and PeopleSoft General Ledger. Before you can begin to track awards and the costs that are associated with awards, you must define integration templates. They also establish the business units that PeopleSoft Grants assigns to transactions by default.

Assign each new award an integration template.

For example, if the institution has an aerospace research center and an astronomy department, set up a general ledger business unit for each department. Then, set up two integration templates, one for each business unit.

PeopleSoft Grants also uses integration templates to restrict access to general ledger business units. You can post resource transactions for an award only to a general ledger business unit that is specified in the integration template that is assigned to that award.

Note:

If you want to prevent users from adding resource transactions to an award, select an integration template for which you have defined no general ledger business units.

Each award must be assigned an integration template.

To set up integration templates:

  1. Define the integration template by selecting Setup Financials/Supply Chain, and then Product Related, and then Project Costing, and then Project Options, and then Integration Templates.

  2. Identify the default business units in PeopleSoft Purchasing and PeopleSoft Asset Management that interact with the awards process in PeopleSoft Grants.

    Select Setup Financials/Supply Chain, and then Product Related, and then Project Costing, and then Project Options, and then Integration Templates, and then General Integration.

  3. Define the general ledger business unit or units for each integration template.

    Select Setup Financials/Supply Chain, and then Product Related, and then Project Costing, and then Project Options, and then Integration Templates, and then GL Integration Detail.

Instructions for setting up integration templates appear in the PeopleSoft Project Costing documentation.

Related Topics