Pre-Spending

Sometimes you need to enable spending before a proposal is formally approved. When you initiate the Pre-Spending process from the Maintain Proposal page, the system creates the selected projects (in a pending status) and the associated activities in PeopleSoft Project Costing. It does not create a contract or bring forward the budget at this time. The process does store the contract ID and project ID with the proposal to reserve them until you are ready to initiate the Generate process.

When you run the Generate process, the system creates the contract, brings forward the budgets, and includes projects and activities that you added since you ran the Pre-Spending process. After you run the Generate process in PeopleSoft Proposal Management for a proposal, you cannot run it again.