Common Elements Used in Proposal Management topics

Term	Definition
Account	ChartField that identifies the nature of a transaction for corporate accounts. This is a delivered PeopleSoft ChartField, specific use of which is typically defined by your organization during implementation of PeopleSoft General Ledger.
Activity	The unit of work in PeopleSoft Project Costing that provides a further breakdown of projects, usually into specific tasks. Resources are assigned directly to activities within a project, rather than being assigned directly to projects.
Analysis Type	A three-character, user-definable identifier that enables you to label the different types of costs in PeopleSoft Project Costing. For example, you might want to track budgeted costs (BUD), committed costs (COM), and actual costs (ACT).
Currency	Code that identifies the type of currency for an amount, such as USD (United States Dollar) or EUR (Euro).
Department	ChartField that indicates who is responsible for or affected by the transaction.
Effective Date	Date on which a table row becomes effective; the date that an action begins. For example, if you want to close out a ledger on June 30th, the effective date for the ledger closing would be July 1st. This date also determines when you can view and change the information. Pages and batch processes that use the information use the current row.
EIP (enterprise integration point)enterprise integration point (EIP), definition	An EIP is an instance of enterprise integration between your PeopleSoft application and an external system or application: a seamless connection between the two products to accomplish a specific business purpose. EIPs represent the formal methods that third-party applications use to exchange data elements.
Operating Unit	ChartField that is used to identify a location, such as a distribution warehouse or sales center.
Process Monitor	This is a PeopleSoft tool that you can use to review the status of scheduled or running processes. You can view all processes to see the status of any job in the queue and control processes that you initiated. See PeopleTools: PeopleSoft Process Scheduler, "Understanding PeopleSoft Process Scheduler."
Product	ChartField that captures additional information useful for profitability and cash flow analysis by product sold or manufactured.
Program	ChartField that identifies groups of related activities, cost centers, revenue centers, responsibility centers, and programs. Tracks revenue and expenditures for programs.
Project	The highest level of hierarchical organization within PeopleSoft Project Costing. PeopleSoft Project Costing provides the structure to which activities and resources are added. Proposal projects obtain their numbering from PeopleSoft Project Costing. This ensures continuity with the numbering process when the proposal project becomes a real project. The numbering process occurs when you run the generate process, request pre-award spending, or create the project team.
Contract	A contract is a legal agreement between two or more parties. This is the highest level entity within the PeopleSoft Contracts module. Proposal numbering is obtained from PeopleSoft Contracts and a proposal becomes a contract after you run the generate process.
Proposal	A comprehensive estimate provided to a prospect or customer that contains projects, activities, resources, labor, assets, materials, and other projections. The proposal also includes a time frame for the proposed work. A proposal can contain multiple versions for modeling different scenarios prior to finalizing and running the generate process. You can run the generate process only once on the current version of a proposal.
Proposal ID	A unique number that is assigned by PeopleSoft Contracts to track the proposal throughout the proposal development and Contract Generation process. This ID is derived from the PeopleSoft Contracts auto numbering process and remains the same after the Contract Generation process so that the proposal and the contract contain the same ID.
Report ID	The report identifier.
Resource Transaction	Displays an individual cost or bill row within PeopleSoft Project Costing. It is through resource transactions that individual costs and types of costs are tracked. Each resource transaction contains a cost, bill, and quantity, and other identifiers of the cost that may have been entered. Resource transactions are created when you receive information from other systems, run allocations with project resources as the target, or perform internal transactions such as billing, project closure, or adjustments.
Resource Type	The Resource Transaction field in PeopleSoft Project Costing that identifies the resource associated with a given cost. Resource types may be general or specific depending on your needs; they are used in conjunction with resource categories, resource subcategories, and resource groups.
Run	This button takes you to the Process Scheduler request page, where you can specify the location where a process or job runs and the process output format. See PeopleTools: PeopleSoft Process Scheduler, "Understanding PeopleSoft Process Scheduler."
Run Control ID	Code that identifies the run parameters for a report or process.
SetID	Code that represents a set of control table information or tablesets. A tableset is a group of tables (records) necessary to define your company's structure and processing options.
Status	In PeopleSoft Proposal Management, status is also used to indicate the state of the proposal. The statuses used in PeopleSoft Proposal Management include: Draft, Ready, Denied, Committed, and Canceled.
Version	To track different scenarios, multiple versions of proposals are supported. Note that users can select only one version (the current version) for sale. The other versions would, however, still be visible. Basic information, such as the proposal description, start and end dates, customer information, and contacts, remain the same for each version. To create a different version of a proposal, users enter resource details for the projects and activities that they want to associate with the proposal.