Work Order Creation from PeopleSoft Project Costing or PeopleSoft Program Management

All work orders are associated with a project created in PeopleSoft Project Costing and at least one project activity that is either created in PeopleSoft Project Costing or generated in PeopleSoft Maintenance Management, depending on whether the project you create to associate with work order is:

• A Project Costing-managed project.

• A work order-managed project.

In PeopleSoft Program Management and PeopleSoft Project Costing, you can create a work order from an activity. To do so in PeopleSoft Program Management, you access the Program Management, and then Activity Definitions, and then Resources, and then Resources by Activity page, and in PeopleSoft Project Costing, the navigation is Project Costing, and then Activity Definitions, and then Manage Activity TemBoth the Resources by Activity and Team pages contain a Create Work Order button.

If you have PeopleSoft Program Management installed, you can identify asset (tool), material, and labor resources for an activity, and when you are ready to create a work order, you click the Create Work Order button to bring up a page that enables you to select which of the activity's resources you want to copy to a new work order.

If you have only PeopleSoft Project Costing installed, clicking the Create Work Order button will take you to a page from which you can select only the labor resources that you wish to place on the new work order you are creating. Regardless of whether you are using PeopleSoft Project Costing or PeopleSoft Program Management, the Create Work Order page that appears enables you to select the resources; identify the work order business unit, work order type, service group, and shop, and create a new single task work order with the selected resources automatically loaded to as requirements of the work order task.

Generic resources serve as place-holders for resources specified for a project. If you have PeopleSoft Project Costing and PeopleSoft Program Management installed, you can assign labor, asset, material, and other generic resources to a project. You can also create a work order and assign one or more these generic resources to the work order. When you define a generic resource for an asset (tools or equipment) in PeopleSoft Project Costing, you select the asset type, subtype, manufacturer ID, and model values for the asset. When you add generic labor resources to a work order, you can select a craft for the resource. When you schedule the work order, you can select a specific resource ID to replace the generic resource.

Note:

For work order-managed projects, when you set up the PeopleSoft Project Costing Options component for a Project Costing business unit in Setup Financial/Supply Chain, and then Business Unit Related, and then Project Costing, and then Project Costing Options, you should select Optional for the Input Control, Business Unit, Project, and Activity field value.

No accounting activities are performed in PeopleSoft Maintenance Management. Instead, as work is performed and entered in the work order in PeopleSoft Maintenance Management, the labor, inventory, and purchase costs are sent to the feeder systems where the appropriate accounting is performed, and then sent to PeopleSoft Project Costing where it calculates the costs, capitalizes costs, and sends chargeback calculations to PeopleSoft General Ledger. Tool usage actual costs are distributed and calculated directly in PeopleSoft Project Costing. You can run the Cost Summarization process to collect costs from PeopleSoft Project Costing and display them as actuals in PeopleSoft Maintenance Management.