Integration Templates

Project Costing uses integration templates to share projects across multiple business units in PeopleSoft Asset Management, Purchasing, and General Ledger. For example, if you create an integration template that points to multiple general ledger business units, you can share a project across those specific business units. Integration templates also establish business units that are assigned to transactions by default.

You must assign an integration template to each new project. For example, if a company has an aerospace division and a utilities division, aerospace projects may use one general ledger business unit and utilities projects may use another general ledger business unit. Therefore, you will set up two integration templates—one to define the business unit integration for aerospace projects and one to define the business unit integration for utilities projects.

Each project integration template contains a specific set of general ledger business units. Integration templates provide the flexibility to define the integration between project business units and general ledger business units that best fit the organization's needs. You can set up the project and general ledger integration so that:

• One project business unit can post to many general ledger business units.

• Many project business units can post to a single general ledger business unit.

• Each project business unit can post to a different general ledger business unit.

The system also uses integration templates to control access to general ledger business units. You can post transactions for a project only to a general ledger business unit that is specified in the integration template that is assigned to the project. The same control applies to purchasing business units. You can create requisitions in PeopleSoft Purchasing for a project only if the purchasing business unit is defined on the integration template for the project.