Project Tree Structures

PeopleSoft Tree Manager supports business unit trees. SetIDs are not coupled with the project business unit or used as a key in Project Costing and its related activity and transaction tables. The SET_OVERRIDE field links the general ledger business unit to Project Costing. This streamlines the data structure without the loss of any features.

Project Costing delivers three tree structures. This table lists the key differences between these tree structures.

Structure Node Table Detail Table Page Access from PeopleSoft Tree Manager

PROJECT_BU

PROJECT

None

PROJECT_GEN_01A page

PROJECTS_ALL

PROJECT

PROJ_ACTIVITY

PROJECT_GL page

PROJECT_GL

TREE_NODE_TBL

PROJECT

PROJECT_GL page

You can use project trees for:

  • Row-level security.

  • Reporting, particularly nVision reports.

  • Analysis.

  • Allocations.

  • Report summarization options.

  • Combination editing.

This table can serve as a reference when you decide which structure best meets your needs, based on your use of project trees:

Structure Security Tree API Allocation Report Summary Option Project Level nVision Report Activity Level nVision Report Combo Editing Tree Loader

PROJECT_BU

Yes

Yes

Yes

Yes

Yes

No

No

Yes

PROJECTS_ALL

No

No

Yes

No

Yes

Yes

Yes

Yes

PROJECT_GL

No

No

Yes

No

Yes

No

Yes

Yes

The nVision reports use project trees extensively. The PROJECT_BU tree is a node-oriented (winter) tree, so there are no details. The PROJECTS_ALL tree (which is a dynamic detail tree) has ACTIVITY as details, and consequently it is the best choice for nVision reports to nPlode to the activity level.

Because the SET_OVERRIDE field is used as the link in the PROJECT_FS record and because the project ID is unique across the system, projects can be added from different business units to a single tree based on the PROJECTS_ALL tree structure.

When you create a new project from PeopleSoft Tree Manager for a PROJECTS_ALL tree, the project business unit is the same as the SetID of the tree. (This is similar to the functionality that exists in the PROJECT_GL page.) Existing projects, however, can be added from different business units as nodes if the set override of those projects matches the SetID of the tree.

For example, if BUILDING E is a project within business unit US003, BUILDING F is a project within business unit US004, and both projects have the same set override of SHARE, then you can add both projects to an existing PROJECTS_ALL tree with the SetID of SHARE (even though they are from different business units).

Note:

The PROJECT tree structure is no longer used. All previous and existing PROJECT functionality is included in the PROJECT_BU tree structure.