Using Profiles to Create Projects, Contracts, and Additional Jobs

PeopleSoft Pay/Bill Management uses profiles to create projects, contracts, and additional jobs. Before you can create an order, you must set up these profiles. They drive many of the values that are set up on the related project, contract, and job record.

The profiles consist of:

• A contract profile, which establishes PeopleSoft Contracts and PeopleSoft Billing defaults for your orders and assignments.

• A project profile, which establishes PeopleSoft Project Costing defaults for your orders and assignments.

• A rate profile, which defines the types of rates that are captured in the temporary assignments and maps them to time reporting codes (TRCs).

Note:

In addition to setting up profiles, the setup of customers, contacts, employees, and non-employees is essential for creating orders.