Project Control

A project in PeopleSoft Proposal Management represents all or a portion of a proposal. Every proposal in the PeopleSoft Proposal Management system requires a minimum of one project. The proposal project automatic numbering is the same as for PeopleSoft Project Costing, which ensures continuity when the proposal project is generated into a real project.

Note:

PeopleSoft Proposal Management enables you to save a proposal without creating a project. However, if you don't add at least one project to the proposal, you cannot run the Generate process or the Pre-Spending process in PeopleSoft Proposal Management and automatically create projects in PeopleSoft Project Costing.

Each project requires a minimum of one activity. Proposals can have multiple projects, and projects can have multiple activities. To enter a transaction line into the Project Resource transaction table (PROJ_RESOURCE) in PeopleSoft Project Costing, a project and activity must exist.

In PeopleSoft Proposal Management, you create projects when you run the Generate, Pre-Spending, or Create Resource processes. In PeopleSoft Project Costing, you can add a project manually through the project definition pages. However, you should only add projects manually after you have run the Generate process. Within PeopleSoft Project Costing you can also attach a project to a contract and a contract line within the Project Definition pages.