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PeopleSoft 9.2 FMS – Project Costing and Funding, Reference Manual
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PeopleSoft 9.2 FMS – Project Costing and Funding, Reference Manual
1 PeopleSoft 9.2 FMS – Project Costing and Funding, Reference Manual
TABLE OF CONTENTS – (PAGES OMITTED – SAMPLE PURPOSES ONLY)
PROJECT COSTING ................................................................................................................................................ 2
Project & Activities ............................................................................................................................. 2
Project Organization ....................................................................................................................... 2
RESOURCE ADJUSTMENTS .................................................................................................................................. 3
Upload Resource Adjustment ............................................................................................................ 3
Verify Resource Adjustment Upload .................................................................................................. 4
Navigate to the Resource Adjustment page ................................................................................... 4
Adding a New Value tab ................................................................................................................. 5
Allocate Authorization ........................................................................................................................ 6
Allocate Guidance .......................................................................................................................... 6
Adding a New Project and Activity Row .......................................................................................... 8
FUNDING................................................................................................................................................................... 9
Project Funds Transfer ...................................................................................................................... 9
Manual Project Funds Transfer ...................................................................................................... 9
Manual Project Funds Transfer – Current Year ............................................................................ 10
PeopleSoft 9.2 FMS – Project Costing and Funding, Reference Manual 2
Project Costing
Project and Activities
Project – Organization
1. Navigate to the Organization page.
a. Main Menu>Project Costing>Project Definitions>Organization (A)
b. The Resource Adjustment page displays.
2. For initial set up, click the Correct History button (B) to add the Fund Code. (C)
a. This allows you to modify the current effective dated row. (D)
b. The project owning organization is prefilled from eSRA, based on PI’s organization. (E)
3 PeopleSoft 9.2 FMS – Project Costing and Funding, Reference Manual
Resource Adjustments
Verify Resource Adjustment Upload
Resource Adjustments page
1. Navigate to the Resource Adjustment page.
a. Main Menu>Project Costing>Resource Adjustments (A)
b. The Resource Adjustment page displays.
2. Select Transaction ID from Step 4 of Upload Resource Adjustment.
a. Verify transaction adjustments from uploader file are captured.
b. Verify that uploaded transactions are able to be edited prior to being submitted for
approval.
3. Enter a Reason Code. (B)
4. Click Submit for Approval. (C)
a. The Resource Adjustment page displays.
5. Log out then Log in as BUDG_OFFC01.
PeopleSoft 9.2 FMS – Project Costing and Funding, Reference Manual 4
Allocate Guidance
1. Navigate to the Authorization Transfer page. (A)
a. Main Menu>Funding>Funds Entry/Transfer>Authorization Transfer Page
b. Authorization Transfer page is displayed.
2. Data entered from FN.01.01 is displayed in the header portion of the page.
3. Click on link to WAS Repository. (B)
a. WAS Repository path is displayed.
4. Enter Business Unit. (C)
a. LBNL current project information is already populated.
5. Enter Project ID. (D)
6. Enter Activity/Activities. (E)
a. When Project is chosen, Activity populates: 001.
7. Enter Allocated Amount(s). (F)
8. Click Save or Ctrl + S.
9. Click the Post button. (G)
a. The line is posted successfully.
b. Amount is no longer editable; Adjusted Amount box is now editable.
5 PeopleSoft 9.2 FMS – Project Costing and Funding, Reference Manual
Adding a New Project and Activity Row
1. Click the (+) button in the Project section to add a new Project row. (A)
2. Repeat steps 6 – 11 to allocate guidance to a second Project/Activity.
3. Click the (+) button in the Activity section to add a new Activity row. (B)
4. Repeat steps 8 - 11 to add another activity row.
PeopleSoft 9.2 FMS – Project Costing and Funding, Reference Manual 6
Funding
Project Funds Transfer
Manual Project Funds Transfer
1. Navigate to the Project Funds Transfer page.
a. Main Menu>Funding>Funds Entry/Transfer>Project Funds Transfer (A)
b. The Project Funds Transfer page is displayed.
2. At the Transfer ID: box, allow to NEXT number. (B)
3. At the Transfer Type drop down menu, select Current Year or BUB. (C)
a. Transfer Functionality works exactly the same way.
4. Click Add. (D)
7 PeopleSoft 9.2 FMS – Project Costing and Funding, Reference Manual
Manual Project Funds Transfer – Current Year
1. Navigate to the Project Funds Transfer page.
a. Main Menu>Funding>Funds Entry>Transfer>Project Funds Transfer (A)
b. The Project Funds Transfer page is displayed.
2. Click the Add a New Value tab. (B)
3. Enter the Transfer fields. (C)
a. Business Unit: LBNL
b. Transfer ID: Next
c. Transfer Date: Current Date
d. Transfer Type: Select Current Year from the drop-down menu.
4. Click Add. (D)
PeopleSoft 9.2 FMS – Project Costing and Funding, Reference Manual 8
Manual Project Funds Transfer – Current Year, continued
1. The Current Year Transfer page is displayed. (A)
a. Verify that “Allow One-Sided Entry” check box is not visible.
2. Enter PC Business Unit, Project, Activity, and Amount for Line 1. (B), (C)
3. Click the (+) button to add a new row. (D)
a. Data is successfully entered and a new row is added.
4. Enter PC Business Unit, Project, Activity, and Amount for Line 2. (E)
a. Data is successfully entered.
5. Click Save. (F)
a. Error message is generated, “Cannot transfer funding between Projects with different Fund
Codes.”
b. The Current Year Transfer page is displayed.
