PeopleSoft Project Costing Setup Considerations

You must install and set up PeopleSoft Project Costing prior to the installation and set up of PeopleSoft Maintenance Management. PeopleSoft Maintenance Management uses PeopleSoft Project Costing to:

  • Collect work order costs that are generated by PeopleSoft Inventory, PeopleSoft Purchasing, PeopleSoft Payables, PeopleSoft Expenses, and PeopleSoft Maintenance Management.

  • Capitalize costs incurred by a work order.

  • Use costs incurred by a work order to determine the cost of removal when disposing of an asset.

  • Calculate chargebacks and send them to the General Ledger.

  • Create work order-managed and Project Costing-managed work orders.

  • Copy labor resources set up in Project Costing as labor resources for a Project Costing managed work order.

  • Copy generic labor, tools, and purchase/on-hand resources specified for a project and project activity in PeopleSoft Program Management to a work order created from PeopleSoft Program Management. (Program Management must be installed along with Project Costing to use this functionality.)

  • Copy specific labor, tools, purchase/on-hand, and inventory resources associated with a project and project activity to a work order created from PeopleSoft Program Management. (Program Management must be installed along with Project Costing to use this functionality.)

  • Apply resource pools created in PeopleSoft Resource Management to projects and project activities using PeopleSoft Program Management.

    You associate resource pools to projects and project activities in PeopleSoft Program Management. This enables PeopleSoft Maintenance Management to apply work order access security for resource pools. If this type of security is enforced in a work order business unit, then work order access security is enforced for all of the work orders that are created using this business unit and associated with a project that uses resource pools. Only resources that are members of one of these resource pools can search for express work orders and access the Technician Workbench if work order access security is established. This applies to both Project Costing-managed work orders and work order-managed work orders.

You must set up specific tables and features in Project Costing, which include:

  • Selecting Enable Organization on the Installation Options - Project Costing page to calculate chargebacks.

  • Following the Project Costing setup requirements, which include the setup of Project Costing ChartFields, transaction options, pricing structure, and more.

  • Creating rate sets and rate plans in Project Costing that apply to PeopleSoft Maintenance Management and includes the rate options, WBI (work order labor bill rate), WCO (work order labor cost rate), TBI (tool billing rate), and TCO (tool cost rate) in Set Up Financials/Supply Chain, and then Product Related, and then Project Costing, and then Pricing Structure.

  • Select the TUG (Tools Usage) analysis type on the Installation Options, Project Costing Integration page.

  • Establishing one or more default work order-managed projects in Project Costing to automatically associate with any new work orders that you create directly in PeopleSoft Maintenance Management.

  • Creating a project in Project Costing and clicking the Create Work Order button on the Project Costing, and then Activity Definition, and then Team, and then Resources by Activity page to generate a Project Costing project-managed work order.

You can also create a work order in PeopleSoft Maintenance Management and associate it with an existing project.

Note:

You may only need to create one work order-managed project that you associate with most of your work orders depending on the needs of your organization.

When you set up one or more work order business units in the PeopleSoft Maintenance Management work order business unit's Integration page, you must enter the Project Costing business unit that you want to use with each work order business unit to collect work order costs. You also select a default rate plan or rate set, rate, and analysis type, which are based on the user-defined template in Project Costing to use for calculating chargebacks.

In PeopleSoft Maintenance Management, you:

  • Associate projects with a work order type and service group in PeopleSoft Maintenance Management, using Associate Projects for work order-managed projects.

  • Set up the default Project Costing ChartField values to use for each combination of work order business unit, service group, work order type, project, application, and resource type.

  • Set up capitalization filters that specify the minimum amount that it costs to repair or maintain an asset with a work order before capitalizing costs in Project Costing.

  • Indicate in the work order business unit that you want to enforce work order access security for resource pools associated with a project and project activity.

See PeopleSoft Project Costing: Understanding Project ChartFields.

See Understanding Overall System Setup Parameters for PeopleSoft Maintenance Management.