Setting Up PeopleSoft Project Costing for PeopleSoft Commitment Control

Pages Used to Set Up PeopleSoft Project Costing for PeopleSoft Commitment Control

Page Name	Definition Name	Usage
General Ledger Integration Page	PROJ_INT_TMPL_03	Select the Primary Ledger Business Unit check box to designate the integration template as the primary general ledger business unit that is used for budget creation and budget checking when this integration template is specified for a project.
Application Fundamentals: Installation Options - Project Costing Page	INSTALLATION_PC	In the Analysis Groups Default group box: Select an analysis group from the Cost Budget drop-down list box. The default value is BUD. Select an analysis group from the Revenue Budget drop-down list box. The default value is RBUD.
Analysis Types Page	PROJ_ANTYPE_DEFN	Designate a Commitment Control amount type for the analysis types that will be used for Commitment Control budget checking.
Project Costing Definition Page	PROJECT_GEN_01	If necessary, override the default budget analysis group by selecting different analysis types that identify a budget. In the Grants group box, specify if the project is grant funded. The Grants group box is visible only if PeopleSoft Grants is installed and you access the Project Costing Definition page by using the Grants, and then Awards, and then Establish Project General Infoportal navigation.

Analysis Types Page

Use the Analysis Types page (PROJ_ANTYPE_DEFN) to designate a Commitment Control amount type for the analysis types that will be used for Commitment Control budget checking.

Navigation:

Setup Financials/Supply Chain, and then Product Related, and then Project Costing, and then Transaction Options, and then Analysis Types, and then Analysis Types

Field or Control	Description
Commitment Control Amount Type	To set up Commitment Control analysis types, select a Commitment Control Amount Type value to identify how transactions of this analysis type are used in Commitment Control budget checking.
Source Transaction Type	Displays either the PC_JOURNAL or PC_BUDGET transaction type that is defined in the Commitment Control feature. The source transaction type maps PeopleSoft Project Costing fields to Commitment Control fields.

This table lists the delivered analysis types and amount types that are used for Commitment Control:

Analysis Type	Commitment Control Amount Type	Commitment Control Ledger Group Type
REQ	Pre-Encumbrance: Designates requisitions.	Expense
CRQ	Pre-Encumbrance: Designates cost sharing requisitions.	Expense
COM	Encumbrance: Designates purchase orders.	Expense
ACT	Actuals and Recognized: Designates actual cost expenses for expense type ledger groups and recognized revenue for revenue type ledger groups.	Expense Revenue