Setup Requirements

After you enable PeopleSoft Project Costing and PeopleSoft General Ledger for PeopleSoft Commitment Control on the Installation Options - Installed Products page, complete the steps to configure Commitment Control for integration with Project Costing.

The PeopleSoft Commitment Control: Understanding Basic Commitment Control Setup and PeopleSoft General Ledger: Understanding General Ledger Business Units and Options topics discuss the steps required to configure those systems to integrate with PeopleSoft Project Costing, such as setting up basic Commitment Control options, source transaction types, and security.

Complete these steps to configure PeopleSoft Project Costing to integrate with PeopleSoft Commitment Control:

  1. Set up integration templates to integrate with the appropriate general ledger (GL) business unit.

    Select the Primary Ledger Business Unit check box on the Integration Templates - General Ledger Integration page to designate the primary GL business unit to use for budget creation and budget checking when this integration template is specified on the project.

  2. Designate at the installation level the analysis groups that contain the analysis types to use to create revenue and expense budgets in PeopleSoft Project Costing.

    You can override the budget analysis group at the project level.

    See Application Fundamentals: Installation Options - Project Costing Page.

  3. At the set ID level, designate the analysis types that identify the transactions that must be budget checked before they are sent to the Project Transaction table (PROJ_RESOURCE).

    Map the relationship between the source transaction definition and transactions in PeopleSoft Project Costing by using the Commitment Control Amount Type field on the Analysis Types Page. PeopleSoft General Ledger delivers two source transaction definitions for PeopleSoft Project Costing: PC_JOURNAL (used for both cost and revenue transaction rows) and PC_BUDGET (used to create budgets).

Note:

You cannot disable Commitment Control for specific projects or processes.

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