Analysis Types
With the exception of programs (summary projects), each project is composed of, at the most basic level, transactions. Transaction rows in the Project Transaction table (PROJ_RESOURCE) contain the quantity and amounts associated with each transaction and all of the identifying information that accompanied those costs. Analysis types are assigned to individual transactions to identify different types of transactions, such as estimated costs, budgeted amounts, actual costs, and billed costs. For example, you can create an analysis type for the calculation of total budgeted amounts of the project compared to total actual costs, to see if the project is over or under budget at any time during the project.
A single transaction can result in multiple transaction rows as it moves through the system. For example, assume that a project has 1,000 USD budgeted for project labor. The actual cost of labor is 1,500 USD, and the amount of billing for the labor is 1,700 USD. The result is three transaction rows that record the same labor transaction as it moves from stage to stage through the project, as shown in this table:
| Analysis Type | Transaction Type | Amount |
|---|---|---|
|
BUD (Budget) |
LABOR |
1,000.00 USD |
|
ACT (Actual costs) |
LABOR |
1,500.00 USD |
|
BIL (Billing) |
LABOR |
1,700.00 USD |
Many of the following analysis types are necessary for Project Costing analysis groups, reports, and processes to function properly. If you choose not to implement these analysis types, you still must configure these features. You can create additional analysis types for processing and analysis purposes.
| Analysis Type | Description |
|---|---|
|
ACT |
Actual Cost |
|
ASP |
Express Asset % Distributions |
|
BAJ |
Billing Adjustment |
|
BD1 through BD8 |
Total Cost Budget - Scenario 1 through Total Cost Budget - Scenario 8 |
|
BIL |
Billable Amount |
|
BLD |
Billed Amount |
|
BRT |
Billing Retainage |
|
BUD |
Total Cost Budget |
|
CAC |
Cost Sharing Actuals |
|
CAJ |
Cost Share Commitment Adjust |
|
CBA |
Cost Budget Adjustments |
|
CBU |
Cost Sharing Budget |
|
CCA |
Closed Commitment Adjustments |
|
CCO |
Cost Sharing Commitment |
|
CCR |
Cost Share Commitment Reversal |
|
CFA |
Cost Sharing Finance and Administration |
|
CGE |
Cost Sharing General Ledger Expense |
|
CLS |
Asset Cost Summary |
|
COM |
Commitment including Purchase Order & Subcontractor |
|
COR |
Cost of Removal of Asset |
|
CPY |
Cost Share Payroll |
|
CQR |
Cost Share Requisition Reversal |
|
CRQ |
Cost Sharing Requisition |
|
CRR |
Cost of Removal Cost Summary |
|
CRV |
Commitment Reversals |
|
CST |
Costing (without PeopleSoft Contracts) |
|
CV1 through CV4 |
Historical Cost Budget Version 1 through Historical Cost Budget Version 4 |
|
DEF |
Billing Deferred Amount |
|
DSC |
Billing Discount |
|
ESB |
Proposal Management Bill Estimate |
|
ESC |
Proposal Management Cost Estimate |
|
ETB |
Bill Estimate to Complete |
|
ETC |
Cost Estimate to Complete |
|
EXP |
Expenses |
|
FBD |
Fixed Cost Billed Amount |
|
FCC |
Completion Cost |
|
FDF |
Federal Distribution |
|
FDL |
Local Distribution |
|
FDR |
Fund Distribution Reversals |
|
FDS |
State Distribution |
|
FND |
Funds Distribution |
|
FRD |
Forward Pricing for Revenue |
|
FRV |
Fixed Cost Revenue Amount |
|
FTC |
Forecast Cost to Complete |
|
GLE |
GL (General Ledger) Expense |
|
GLR |
GL Revenue |
|
GNT |
Grant Reimbursement |
|
IUP |
Inter/Intra-Unit Payable |
|
IUR |
Inter/intra-Unit Receivable |
|
MBA |
Manual Billing Adjustment |
|
MMC |
Maintenance Management Costs |
|
MRA |
Manual Revenue Adjustment |
|
NPY |
No Pay Time and Labor Actual |
|
ODL |
Over Distribution Limit |
|
OFA |
Offset Revenue |
|
OLT |
Over Limit Amount |
|
ORD |
Order |
|
PAY |
Time and Labor Actual |
|
PCA |
Profile Adjustment |
|
PCL |
Profile Cost Summary |
|
PFS |
Proceeds from Sale of Asset |
|
PMR |
Proposal Management Reversal |
|
PRV |
Billing Provisional Pricing |
|
PSD |
Purchase/Sold Time Discount |
|
PSR |
Proceeds from Sale Summary |
|
PST |
Purchase/Sold Time |
|
RAJ |
Released Retainage Adjustment |
|
RB1 through RB3 |
Revenue Budget 1 through Revenue Budget 3 |
|
RBD |
Revenue Budget |
|
REB |
Rebate |
|
REQ |
Requisition |
|
RET |
Retirement Cost |
|
REV |
Revenue |
|
ROL |
Revenue Over Limit |
|
RRT |
Released Billing Retainage |
|
RRV |
Requisition Reversals |
|
RV1 through RV4 |
Historical Revenue Budget Version 1 through Historical Revenue Budget Version 4 |
|
SFA |
Sponsor Finance and Administration |
|
SHD |
Shared Discount |
|
SHR |
Shared Revenue |
|
SUT |
Sales/Use Tax |
|
TLA |
Time and Labor Estimate |
|
TLB |
Time and Labor Estimate for Billing |
|
TLC |
Time and Labor Contractors |
|
TLX |
Cost from Time Traveler |
|
TUG |
Maintenance Management Tools Usage |
|
UAJ |
Prepaid Utilization Adjustment |
|
UTL |
Prepaid Utilization (Billing) |
|
VAR |
Variance |
|
VIN |
Not Recoverable Value Added Tax |
|
WAJ |
Withholding Adjustment |
|
WFA |
Waived Facilities and Administration |
|
WRJ |
Withholding Release Adjustment |
|
WRL |
Withholding Release |
|
WTH |
Withholding |
|
WTO |
Write-off |
|
WWO |
Withholding Write-off |
Project Costing delivers cost sharing analysis types that are used exclusively by PeopleSoft Grants. If a transaction line for a PeopleSoft Grants project meets the criteria of cost sharing that is defined at the Grants business unit level, the system assigns the cost sharing analysis type to the transaction.