Understanding How to Create Task Values in Time and Labor

For each type of task data you want to track in Time and Labor, you must set up an underlying task prompt table that defines the set of valid values that users can enter when reporting time or that the system retrieves when generating time. Some of these underlying tables are defined in Time and Labor; other tables are created in Human Resources Management, Project Costing, and PeopleSoft Performance Management.

This section discusses where the values for each task-related prompt table are defined.

Understanding Where Prompt Tables are Defined

This table shows which PeopleSoft application you use to define task data used by Time and Labor. Notice that a few of the task elements (activity, projects, and business unit) can be defined in more than one application.

Application	Fields
HR Task Elements	Company Business Unit HR Location Department ID Jobcode Position Number
Time and Labor Elements	Customer Task TL Product TL Project TL Activity
General Ledger Elements	Combo Code Note: You can view the active and inactive ChartFields by expanding the ChartFields section of the Standard ChartField Configuration.
Performance Management Elements	Business Unit PF Activity FS
Project Costing Elements	PC Business Unit Project ID Activity Resource Type Resource Category Resource Subcategory

The following table lists where each set of task-related values is stored and tells you how to navigate to the pages where values are defined. For some task entities, this information depends on whether you're using PeopleSoft Financials (Project Costing and/or Enterprise Performance Management) and if you're using commitment accounting functionality. Values defined in PeopleSoft Financials can be viewed in Time and Labor, but can only be added or deleted in the application in which they are created.

Task Element	Table	Navigation
Company	COMPANY_TBL	Set Up HCM, and then Foundation Tables, and then Organization, and then Company
HR Business Unit	BUS_UNIT_TBL_HR	Set Up HCM, and then Foundation Tables, and then Organization, and then Business Unit
Location	TL_LOCATION_VW	Set Up HCM, and then Foundation Tables, and then Organization, and then Define Location Task values are based on setID for HR business unit.
Department ID	TL_DEPT_TBL_VW	Set Up HCM, and then Foundation Tables, and then Organization, and then Departments Not applicable when using commitment accounting. Task values are based on setID for HR business unit.
Jobcode	TL_JOBCODE_VW	Set Up HCM, and then Foundation Tables, and then Job Attributes, and then Define Job Code Task values are based on setID for HR business unit.
Position Number	POSITION_DATA	Organizational Development, and then Position Management, and then Maintain Positions/Budgets, and then Add/Update Position Info
Product	TL_PRODUCT_TBL	Set Up HCM, and then Product Related, and then Time and Labor, and then Task Elements, and then Task Element - Products Not applicable if combo code is enabled and product is an active ChartField
Customer	TL_CUSTOMER	Set Up HCM, and then Product Related, and then Time and Labor, and then Task Elements, and then Task Element - Customers
Combo Code	TL_ACCTCD_BU_VW	Set Up HCM, and then Common Definitions, and then ChartField Configuration, and then ChartField Transaction Table
Business Unit PC	TL_BUS_CA_PC_VW	Set Up HCM, and then Common Definitions, and then ChartField Configuration, and then ChartField Values Used only if Project Costing is installed and commitment accounting is used. Choices are restricted to business units that are compatible with the project ID from the Account Code table. The links are only available if the PC ChartFields are active. This applies to PC BU, Project (PC), Activity (PC), Resource Type, Resource Category, and Resource Subcategory.
	BUS_UNIT_PC_VW	Same as above without commitment accounting.
Business Unit PF	BUS_UNIT_TBL_PF	Set Up HCM, and then Product Related, and then Time and Labor, and then Task Elements, and then Business Unit PF Used only when Performance Management is installed and Project Costing is not.
Project	PROJ_TEAM_DVW	Set Up HCM, and then Common Definitions, and then ChartField Configuration, and then ChartField Values Used when Project Costing installed, combo code is not enabled or project is not an activated ChartField, and team membership is enforced for all projects as designated on the business unit PC. Users can select only active projects to which time reporter is assigned.
	TL_PROJ_PC_VW	Same as above except used when team membership is not enforced. User can choose any projects within the business unit.
	TL_PROJECT	Set Up HCM, and then Product Related, and then Time and Labor, and then Task Elements, and then Task Element - Projects Used when Project Costing is not installed and project is not an active ChartField.
Activity	TL_PROJ_ACTV_VW	Set Up HCM, and then Common Definitions, and then ChartField Configuration, and then ChartField Values Used when Project Costing is installed. Choices are restricted to active activities.
	TI_FS_ACTV_VW	Set Up HCM, and then Product Related, and then Time and Labor, and then Task Elements, and then Activity ID Used when Performance Management is installed and Project Costing is not. Choices are restricted to active activities.
	TL_ACTIVITY	Set Up HCM, and then Product Related, and then Time and Labor, and then Task Elements, and then Activity ID Used when neither Project Costing nor Performance Management is installed. Choices are restricted to active activities.
Resource Type	TL_PROJ_RTYPE_V	Set Up HCM, and then Common Definitions, and then ChartField Configuration, and then ChartField Values Used only when Project Costing is installed.
Resource Category	TL_PROJ_CATG_V2	Set Up HCM, and then Common Definitions, and then ChartField Configuration, and then ChartField Values Used only when Project Costing is installed. If the resource category is related to resource type as defined on the Business Unit PC field.
	TL_PROJ_CATG_VW	Same as above, except table used when the resource category is not related to the resource type as defined on the Business Unit PC field.
Resource Subcategory	TL_PROJ_SUB_V2	Set Up HCM, and then Common Definitions, and then ChartField Configuration, and then ChartField Values Used only when Project Costing installed. Table used when the resource subcategory is related to the resource category as defined on the Business Unit PC field.
	TL_PROJ_SUB_V	Same as above, except table used when the resource subcategory not related to the resource category as defined on the Business Unit PC field.
Task	TL_TASK	Set Up HCM, and then Product Related, and then Time and Labor, and then Task Elements, and then Task
User Fields 1 - 5	TL_USER_FIELD_1-5	Set Up HCM, and then Product Related, and then Time and Labor, and then Task Elements, and then User Field1-5

Note:

If you are not using Project Costing or Performance Management with Time and Labor, you may want to define your PeopleSoft security so that users see only the applicable menu items. See the PeopleTools 8.52: Security Administration PeopleBook for more information.