Project Charging Level Effect on PeopleSoft Applications

This table lists PeopleSoft Project Costing pages and processes that are affected by the project charging level:

PeopleSoft Project Costing Pages Project Charging Level Impact

Budget Plan

You can finalize a budget when all summary budget amounts are distributed to budget items and periods for activities that are in the project charging level.

Budget Details

You can create budget entries and distribute project estimates only to activities that are in the project charging level. Activities down to and including the specified charging level are available for selection on this page.

When you use the Get Plan feature to create budget details based on activity resources, if resource assignments exist on activities that are in a lower WBS level than the project charging level (a level in the WBS hierarchy that is more indented (deeper) than the current level), the system rolls the resource costs up to the project charging level for project budgets.

You cannot create budget details for resources that are assigned to activities that are in a higher WBS level than the project charging level.

Budget vs. Actual

Only activities that are in the project charging level appear on this page for you to evaluate.

Create Project from Microsoft

You can select the project charging level and time report charging level for new projects that you create from Microsoft Project.

Microsoft Integration Options

You can select an option to import the entire detailed WBS for a project from Microsoft Project or import the WBS that contains only the project charging level activities.

Microsoft Integration Options and Project Activities

The project charging level controls when you can indent or outdent an activity to a different WBS level. You can move activities out of the project charging level to different WBS levels if no transaction rows exist for the activities in these tables:

  • Project Transactions Summary (PC_ACTIVITY_SUM)

  • Transactions Interface (INTFC_PROJ_RES)

  • Project Activity Team Member (PROJ_ACT_TEAM)

  • Project Costing Assets (PC_AM_PROJ_DEFN)

  • Project Budget Items (PC_BUD_ITEM)

  • Contract Line Project Details (CA_DETAIL_PROJ)

  • Forecast Time Detail (FC_TIME_DTL)

Project Costing Definition and Project Costing Options

You determine the number of WBS levels on the Project Costing Options page. You cannot enforce the expense time report security using activity resource pools if the project charging level is set to an activity costing level.

The project charging level also affects project integration with other PeopleSoft applications. For example:

  • Charging level options for time reports determine whether PeopleSoft Expenses records and sends time report data for all detailed activities, or only for costing activities, to PeopleSoft Project Costing.

  • Microsoft Project integration options determine whether PeopleSoft software imports the detail WBS, or whether PeopleSoft software imports a partial WBS that includes only tasks up to the costing level.

    For example, the WBS that you use in Microsoft Project to plan the project might be elaborate, such as five or six levels deep. For costing purposes, however, you can specify WBS level 2 as the project charging level. If you select the Include only costing level WBS option on the Microsoft Integration Options page, the integration process imports only activities at WBS levels 1 and 2.