Terminology
This table describes terms that are relevant to the integration between PeopleSoft Project Costing and PeopleSoft Maintenance Management:
| Term | Description |
|---|---|
|
Work Order |
A document that authorizes work to be performed and costs to be incurred. Typically, you generate work orders to authorize labor resources to perform construction tasks and maintenance-related activities to create and manage assets. |
|
Work Order Business Unit |
An entity that manages work orders. The work order business unit usually has the resources required to perform the work, or can borrow the resources. |
|
Work Order Task |
A unit of work on a work order to which an asset can be attached. |
|
Work Order Resource Type |
The work order attribute that classifies resources as Material, Labor, or Tool. |
|
Project Costing-Managed Project |
A project that is actively managed in PeopleSoft Project Costing by a project manager. A Project Costing-managed project is typically created to address any of the following business needs:
Use a Project Costing-managed project when there is an individual in a project manager role, who is engaged in planning the project by creating the project and its activities before actually executing work and incurring costs. |
|
Work Order-Managed Project |
A project that is used behind the scenes to enable PeopleSoft Project Costing processes to collect, report, track, and account for costs incurred for work orders and work order tasks. Work order-managed projects are not actively managed in PeopleSoft Project Costing. Instead, the work order drives the processing for a work order-managed project by specifying the accounting rules (capitalization and chargebacks) for these projects. You can create work orders in PeopleSoft Maintenance Management in response to emergency, reactive, or preventive maintenance needs, and associate the work orders with work order-managed projects. PeopleSoft Maintenance Management uses PeopleSoft Project Costing to automatically generate activities in work order-managed projects so that you can collect, summarize, and account for the cost of work order tasks. By using work order-managed projects, you plan and manage activities on the work order, not on the project. For example, a maintenance planner can plan tasks to perform against a maintenance work order, while the work order is associated with a project and activities that the system uses to track costs, capitalize assets, calculate chargebacks, and generate costs for cost analysis. |