Prerequisites

Set up options at the system, business unit, project, and activity levels prior to establishing project requests.

If PeopleSoft Project Portfolio Management is installed:

• You must set up all available general ledger business units in both PeopleSoft Project Portfolio Management and in PeopleSoft Project Costing, using integration templates.

• You must set up tableset sharing so that all ChartFields are valid in both PeopleSoft Project Costing and PeopleSoft Project Costing.

• The project portfolio management business unit must be the same as the project business unit.

See Establishing PeopleSoft Program Management Business Unit Options and Setting Up General Control Data