Understanding Integration with Expenses

PeopleSoft Expenses is a robust application that is designed to track employee time and expense. Through the integration process, you can pull time and expense entries into PeopleSoft Project Costing for pricing transaction rows, project reporting, analysis, and customer billing.

These are the high level steps to integrate time and expense data to PeopleSoft Project Costing:

1. In PeopleSoft Expenses, configure time and expense reports to charge expenses to project-related accounting ChartFields, such as PC business unit, project, activity, source type, category, and subcategory.

   Optionally specify different ChartField values for each expense or time report line item.

2. In PeopleSoft Expenses, approve and post expense transactions, which populates the Expenses Accounting Line table (EX_ACCTG_LINE).

3. In PeopleSoft Expenses, stage time entries to the Time Staging for Project Transaction table (EX_PROJ_RES_STG).

4. In PeopleSoft Project Costing, run the Expenses to Project Costing Application Engine process (PC_EX_TO_PC) to pull staged expense transactions from the Expenses Accounting Line table, and staged time transactions from the Time Staging for Project Transaction table, into PeopleSoft Project Costing tables where billable items can be passed to PeopleSoft Billing.

Use the ‘Setup Integration Exclusions’ to selectively apply criteria to exclude transactions from the integration into Project Costing. For more information, see Excluding Transactions from Integrations into Project Costing.