Revise Project Request Cost Estimates Process

When you set a project request to a status of costing, the system creates a project in pending status and optionally generates a worklist entry for the project manager on the project request. The project manager creates a program or project cost budget plan with detailed cost estimates.

After the detailed cost estimate is complete, the project manager needs to transmit the completed estimate to the project request.

Use the Project Request Estimate Summary page to update project requests with revised cost estimates. You initiate the Send Estimate to Project Request Application Engine process (PGM_ES_TO_PR) when you click the Send Costs to Project Request button. This process:

  1. Summarizes all cost budget detail row amounts by general ledger business unit, department, account, and budget period.

  2. Converts the budget calendar periods to the corresponding accounting calendar periods that are defined on the project request.

    The system does this by determining the accounting period in which the last date of each budget period occurs. The budget periods are then replaced with accounting periods.

  3. Sends the project or program budget to the project request.

    • If the project request is associated with a program and a program budget is available, the system uses the program budget as the basis for sending estimates to the project request.

    • If there is no active program budget, the system uses the child project budget(s) as the basis for sending estimates to the project request.

You must populate the fields for general ledger business unit, department, and account for the budget rows that the system uses for sending estimates to the project request. If these fields are not populated, you receive an error message and the process stops. While all ChartFields are available on the budget detail line, this process writes only general ledger business unit, department, and account ChartFields to the project request.

If you are creating a detailed cost estimate for a program that has subordinate projects, you must add the program to the enterprise program tree and then add the subordinate projects to the tree. If you do not establish this relationship in the enterprise program tree, the Project Request Estimate Summary page cannot determine which projects to include when compiling costs for the consolidated estimate.