Setting Up Project ChartFields

To set up project ChartFields, use these components:

  • Source Types (PROJ_RES_TYPE)

  • Categories (PROJ_CATG_DEFN)

  • Subcategories (PROJ_SUBCAT_DEFN)

  • Relate Source Type/Category (PROJ_TYPE_CAT)

  • Relate Category/Subcategory (PROJ_CAT_SUB)

Use these component interfaces to load data into the tables for this component:

  • PC_RES_TYPE_INTFC

  • PC_CATG_DEFN_INTFC

  • PC_SUBCAT_DEFN_INTFC

Pages Used to Set Up Project ChartFields

Page Name Definition Name Usage

Source Types Page

PROJ_RES_DEFN

Create and modify source types.

Categories Page

PROJ_CATG_DEFN

Create and modify categories.

Subcategories Page

PROJ_SUBCAT_DEFN

Create and modify subcategories.

Relate Source Type/Category Page

PROJ_TYPE_CAT

Relate source types to categories.

Relate Category/Subcategory Page

PROJ_CAT_SUB

Relate categories to subcategories.

Source Types Page

Use the Source Types page (PROJ_RES_DEFN) to associate source types to categories.

Navigation:

Set Up Financials/Supply Chain, and then Product Related, and then Project Costing, and then Transaction Options, and then Setup PC Source Types

This example illustrates the fields and controls on the Source Types page.

Source Types page
Field or Control Description

Category

Enter a category to associate with the displayed source type. Available values are based on the Project Type Category Prompt table (PROJ_TYPE_CAT). Add more rows to add additional categories.

Relationship

Enter a description of the relationship for each type and category combination.

Relate Category/Subcategory Page

Use the Relate Category/Subcategory page (PROJ_CAT_SUB) to relate categories to subcategories.

Navigation:

Set Up Financials/Supply Chain, and then Product Related, and then Project Costing, and then Transaction Options, and then Relate Category/Subcategory, and then Relate Category/Subcategory

This example illustrates the fields and controls on the Relate Category/Subcategory page. You can find definitions for the fields and controls later on this page.

Relate Category/Subcategory page
Field or Control Description

Subcategory

Enter a subcategory to associate with the displayed category. Available values are based on the Project Subcategory Prompt table (PROJ_CAT_SUB). Add more rows to add additional subcategories.

Relationship

Enter a description for the new category and subcategory relationship.