Importing Time, Expense, and Progress Log Data into PeopleSoft Project Costing

Pages Used to Integrate Time and Expense Data into PeopleSoft Project Costing

Page Name	Definition Name	Usage
Export Services to Projects Page	SPF_PROJ_EXP	Run the Export Time and Expenses to Staging table for Projects process to export approved time, expense, and progress log data in PeopleSoft Services Procurement to the Project Transaction staging table.
Services Procurement Page	PC_SP_TO_PC	Import approved time, expense, and progress log data into PeopleSoft Project Costing from PeopleSoft Services Procurement.

Export Services to Projects Page

Use the Export Services to Projects page (SPF_PROJ_EXP) to run the Export Time and Expenses to Staging table for Projects process to export approved time, expense, and progress log data in PeopleSoft Services Procurement to the Project Transaction staging table.

Navigation:

Services Procurement, and then Manage Projects and Activities, and then Export Services to Projects

See PeopleSoft Services Procurement: Integrating with PeopleSoft Project Costing.

Services Procurement Page

Use the Services Procurement page (PC_SP_TO_PC) to import approved time, expense, and progress log data into PeopleSoft Project Costing from PeopleSoft Services Procurement.

Navigation:

Project Costing, and then Cost Collection, and then Cost Collect sPro

This example illustrates the fields and controls on the Services Procurement page. You can find definitions for the fields and controls later on this page.

Field or Control	Description
Option	Select an option to import time, expense, and progress log entries for all activities or for specific ones. Options are: All: Imports all approved time, expense, and progress log transactions into the Project Transaction table (PROJ_RESOURCE) that are staged in the Project Resource staging table. Business Unit: Imports approved time, expense, and progress log transactions for the selected business unit. Business Unit/Project: Imports approved time, expense, and progress log transactions for the selected business unit and project only. Business Unit/Project/Activity: Imports approved time, expense, and progress log transactions for the selected business unit, project, and activity only.
Date Option	Select Accounting Date, All, or Transaction Date for the system to use to determine eligible transactions. For example, if you select Accounting Date and enter a date range of December 1 to December 31, the system selects only those transactions in the Project Transaction staging table with an accounting date that falls in the range.
From Date and Through Date	Enter the range of dates to process based on the selected Date Option.
Run	Click to initiate the Services Procurement to Project Costing process and import the specified time, expense, and progress log data to the Project Transaction table.

During the integration process, the system converts expense amounts that differ from the business unit currency if the appropriate exchange rates are set up.

When the process completes, you can view time, expense, and progress log transactions on the Transaction List page that are imported into the Project Transaction table as follows:

• Expenses appear as transactions with the analysis type that is specified on the Installation Options - Project Costing Integration page for Expenses.

  The delivered default analysis type is ACT.

• Time reports appear as transactions with the analysis type specified on the Installation Options - Project Costing Integration page for Mobile Time / Expense.

  The delivered default analysis type is TLX.

• Incident based assignments from time sheets appear as transactions with the analysis type specified on the Installation Options - Project Costing Integration page for sPro Assignment Incident.

  The delivered default analysis type is INC.

• Progress logs appear as transactions with the analysis type specified on the Installation Options - Project Costing Integration page for sPro Progress Log.

  The delivered default analysis type is SPL.

Note:

You cannot drill down to the source transactions in PeopleSoft Services Procurement by using the Drill to Source icon on the Transaction List page.