Sharing Structure

The sharing structure consists of sharing options, rates, and exceptions.

Sharing Options

Organizational sharing options define which elements of an organization trigger charge backs. The organizational sharing options that are available for selection are based on the organizational hierarchy that you set up at the system level.

For example, assume that you set up an organizational hierarchy that consists of multiple levels. Level 1 is required and is always the GL Business Unit ChartField BUSINESS_UNIT_GL. Levels 2 through 5 are optional. In this example, level 2 is the DEPTID ChartField. As a result, on the Organizational Sharing Options page you can select the GL Business Unit and Department, or just the GL Business Unit, to trigger organizational sharing. If you select both fields on the Organizational Sharing Options page, the system triggers organizational sharing if a project activity's owning organization business unit or department differ from that of the transaction. If the activity does not have an owning organization, the system triggers organizational sharing if the project's owning organization business unit or department differ from that of the transaction.

Sharing Exceptions

You can set up exceptions based on employees and employee attributes, project teams, projects and project attributes, and organizations. Use the Organizational Sharing Options page to establish the exception type priorities.

The system stops processing when it finds the first valid exception. For example, assume that you set up three exception types with priority 1, 2, and 3 on the Organizational Sharing Options page. If the system encounters an exception while processing the first priority exception type, it stops immediately and does not proceed to the subsequent exception types.

Example of Sharing Process

This section provides an example of sharing revenue between two organizations by using the Sharing process.

Assume that you want the project activity-owning organization to share half of the revenue generated for an activity with the resource-owning organization. When expense rows, which have an ACT (Actual Cost) analysis type, and labor costs, which have a PAY (Time and Labor Actual) analysis type, enter Project Costing from feeder systems, the rate set for this activity instructs the Pricing Application Engine process (PC_PRICING) to create BIL (Billable Amount) rows. For each BIL row that contains a different GL business unit than the owning organization, you want the Sharing process to create two new rows—one with an analysis type of SHR (Shared Revenue) for 50 percent of the billed amount, and another row for 100 percent of the billed amount with an analysis type of OFA (Offset Revenue).

After you enable organizations and sharing on the Installation Options - Project Costing page, these are the steps to set up this example:

  1. On the Organizational Sharing Options page, select only the GL Business Unit option in the Sharing Organization group box.

    The organizational hierarchy is established for the system at the GL business unit and department level; however, this example evaluates only the sharing options for the GL business unit.

  2. On the Organizational Sharing Options page, select the Copy original/create discount option in the Process Results group box.

  3. On the Organizational Sharing Rules - Source Criteria page, specify a BIL analysis type as the source transaction.

  4. On the Organizational Sharing Rules - Target Definition page, enter these values for the Sharing process to use to create new rows from each BIL row:

    • Percentage: 50

      The Sharing process applies this percentage to the row with the discount analysis type.

    • Target Analysis Type: OFA

    • Discount Analysis Type: SHR

The Pricing process, which triggers the Sharing process, sends the resulting rows to the Project Transaction table. The following table lists the original BIL row, the new target OFA row (at 100 percent of the original BIL row), and the new discount SHR row (at 50 percent of the original BIL row):

Analysis Type Quantity Unit of Measure Source Amount Source Currency

BIL

8

EA

1,200.00

USD

OFA

8

EA

1,200.00

USD

SHR

8

EA

600.00

USD