Analysis Groups

You use analysis groups to:

• Analyze projects

• Map analysis types

• Enhance system performance

Many analysis groups are necessary for Project Costing project analysis functions and mass changes to execute properly. If you choose not to use the analysis groups that are delivered with Project Costing, you still have to configure the analysis groups or create new ones to use with these functions. This table describes the analysis groups:

Analysis Group	Description
ACT	Actual Cost
ADJST	PC (Project Costing) Transaction Adjustment
ALL	All Analysis Types
AMCOR	Project Costing to Asset Management Cost of Removal
AMPFS	Project Costing to Asset Management Proceeds from Sale
AR	Receivables
BFEE	Billing Fee
BI	Billing
BLD	Billed Transactions - Worksheet to Project Transaction table
BUD	Budgets
CBU	Cost Sharing Budget
CLOSE	Project Costing to Asset Management Asset Summary
COM	Commitments
COPY	Template Copy
COSTS	Estimated and Actual Costs
CRQ	Cost Sharing Requisition
CSCOM	Cost Share Commitment Balance
CSTSH	Cost Sharing Analysis Group
EAC	Estimate at Completion
FNA	Facilities and Administration
FOR2C	Forecast Cost at Completion
FREV	Forecast Revenue
GBUD	Grants Budgets
GL	General Ledger Analysis Types
GMACT	Grant Reporting Actual Expense
HBPV1 through HBPV4	Historical Budget Version 1 through Historical Budget Version 4
INT	Interest Calculation
LABOR	Labor Cost and Time
MMCST	Maintenance Management Costs
OPENC	Open Commitment Balance
PCADJ	Project Costing to Asset Management Profile Adjustment
PCBUD	All Projects Budget Types
PMBIL	Mgr Trans Review (Manager Transaction Review) - Billing
PMCST	Mgr Trans Review - Cost
PMEXP	Proposal Management - Expense
PMPOP	Mgr Trans Review – Period of Performance
PMREV	Mgr Trans Review - Revenue
PMSHR	Mgr Trans Review - Sharing
PMTIM	Proposal Management - Time
POADJ	Purchasing Adjustments
PRECL	Project Costing to Asset Management Profile Summary
PSBLD	Billing to Project Costing
PSCST	Accounting Costs
PSDEF	Funds Distribution Defaults
PSDST	Funds Distribution
PSECC	Estimated Costs to Completion
PSITD	Inception to Date Costs
PSLMT	Limit Processing - Billing
PSREV	System Revenue
PSROL	Limit Processing - Revenue
PSRV2	GC (Government Contracting) System Revenue
PSTDR	Sharing
PSUAB	Revenue on Unapproved Billing. Analysis types included in this group and the PSREV group are eligible for revenue recognition prior to being reviewed or approved for billing.
PSVP	If using variance pricing, use this analysis group to map a converted analysis type to its original analysis type during the Variance Pricing process (PC_VAR_PRICE). As a transaction progresses through the billing process, the analysis type is changed. For example, a BIL analysis type is changed to BLD when the transaction is invoiced in PeopleSoft Billing. This can cause issues when trying to net new pricing rows with historic rows. Therefore, in the example, this analysis group assists the Variance Pricing process to map the BLD transaction row to the BIL transaction row. You can modify this analysis group.
PSVPX	If using variance pricing, use this analysis group to prevent analysis types from being included in historical rows. For example, a sales tax row that is generated in Billing may be considered to be outside the contractual rate. This transaction carries the original resource from ID, and would normally have been included in the netting process and the historical rows. You can modify this analysis group.
PSWKS	Billing Worksheet Grouping
RBUD	Revenue Budget Group
REQ	Requisitions
RFEE	Revenue Fee
SPACT	Grants Sponsor Actual Costs
SPENC	Grants Sponsor Commitments
UNBLD	Unbilled Transactions
VARY	Variance

Using Analysis Groups to Analyze Project Costs

You use analysis groups to define relationships among analysis types to analyze project costs using Project Costing pages, queries, or reports.

Creating an analysis group to analyze projects follows this process:

1. Group the analysis types to include in the project analysis.

2. Apply the appropriate multiplier to each analysis type to create a relationship.

A multiplier determines how amounts and quantities for a specific analysis type are factored into the analysis. The multiplier is applied to total quantities and amounts in all transactions identified by a specific analysis type. For example, to add amounts to the analysis, enter 1. To subtract costs from the analysis, enter −1. To add half of the amounts to the analysis, enter 0.5.

The easiest way to create analysis groups for analyzing projects is to start with an equation. An equation makes it easier to determine what multiplier to assign to an analysis type. For instance, to create an analysis group to determine whether or not a project is over budget, you might start with this equation: Budgets − Actuals = Budget-to-Cost Variance.

You assign a multiplier of −1 to the Actual Cost analysis type and a multiplier of 1 to the Total Cost Budget analysis type. When using this analysis group for online analysis or reporting, all actual costs from the analyzed project are subtracted from budgeted costs. If the result is a negative number, the project is over budget. To set up the analysis group so that a positive number means that the project is over budget, reverse the multipliers so that budgeted amounts are subtracted from actual costs.

You can apply multipliers to quantities for each analysis type included in an analysis group. When you create analysis groups to analyze project costs, multipliers will probably be the same for both the amount and the quantity.

Using Analysis Groups to Map Analysis Types

New projects or activities can be created from copies of existing projects and activities. You can specify an analysis group to map analysis types from the existing project or activity to the new project or activity. For example, when you create a new project from an existing project, you can create an analysis group that maps actual (ACT) transactions from the existing project to the newly created project as budget (BUD) transactions. By using analysis groups, you can also manipulate mapped amounts. For example, you can enter a multiplier of 2 to double the budgeted quantities and amounts in the new project.

Using Analysis Groups to Enhance System Performance

On some PeopleSoft Project Costing pages, analysis groups limit the number of resource transactions that appear on a page at one time. For example, when there are tens of thousands of transactions per project in the system, performance is greatly reduced if you try to access all of those transactions every time that you open a page. By using analysis groups, you can limit the number of transactions that appear on a page to transactions of specified analysis types.

To do this, create an analysis group that identifies a group of analysis types. When an analysis group is entered as part of the selection criteria, only the resource transactions that contain the analysis types specified in that analysis group are available for use on the page.