CORE Phase II
Projects
Are there any number limitations on the amount of projects or activities that can be set up?
When you build the budget with Projects, will the fields populate by default during voucher entry?
Are Activities the same across the board?
Is there an interdependency of Activities?
Will the system dynamically move the start-end dates throughout projects?
Can you add an Activity at any time?
Grants
Will the system allow a proposal to accept partial award prior to finalizing a budget?
Accounts Receivable
Can multiple projects be billed?
Can the system create an invoice at anytime for walk up customers?
Can Accounts Receivable module accommodate different rules within agencies for different type of bills?
PeopleSoft State-Wide Phase II : June 08 Demo Document v6.2.pdf
Are there any number limitations on the amount of projects or activities that can be set up?
No. There are not limits on the number of Projects or the number of Activities per Project. However, the Work Breakdown Structure (WBS) limits the Activities to nine (9) levels. There can be an unlimited number of Activities within those nine WBS levels, but only nine levels.
When you build the budget with Projects, will the fields populate by default during voucher entry?
When entering a voucher, there is not a mechanism to populate by default into the Project Costing chartfields. However, the Project Costing chartfields can be configured to force a “dependent” type relationship between the values. This requires users to select a chartfield value on the voucher distribution line rather than populate by default. Available values are limited for a particular chartfield to those defined in the dependent relationship.
Are Activities the same across the board?
No. Activities do not have to be the same. They can be different from one agency to another or from one Project to another. However, when implementing these modules within the each agency, thought should be given to the option of “standardizing” Activity values across all agency Projects. In some cases, standardizing Activity values will allow reporting at the activity level across all Projects within the agency.
Is there an interdependency of Activities?
No, PeopleSoft does not provide a model where one Activity can be dependent on another (e.g. Microsoft Project task functionality). Each Activity ID is dependent of the other Activities in that Project, except for any WBS that you might apply to the Activity values.
Will the system dynamically move the start-end dates throughout projects?
Within Project Costing, the start and end dates are manually updated for both Projects and Activities.
Can you add an Activity at any time?
Yes, an Activity can be added when initially creating a Project or at any time afterward.
GRANTS
Will the system allow a proposal to accept partial award prior to finalizing a budget?
Yes. PeopleSoft supports a concept called “Pre- Award Spending” where the framework of the Grant (Project and Activity) can be created as chartfields to be used on requisitions, PO’s, etc., but the Budget and Contract for draws can be finalized at a later time.
ACCOUNTS RECEIVABLE
Can multiple projects be billed?
Yes. Multiple Projects can be billed in batch or individually. This is simply a matter of business process. Furthermore, multiple Projects can be combined onto one bill or separated regardless of the timing of the bill creation. This is configurable within PeopleSoft at the need of the agency.
Can the system create an invoice at anytime for walk up customers?
Yes. There are a couple of ways to accommodate ad hoc invoicing. Most likely a “pending item” can be entered in Accounts Receivable to represent the invoice to which the walk up customer would like to pay. Customer cash can be applied to the pending item and posted to the customer account on an ad hoc basis.
Can Accounts Receivable module accommodate different rules within agencies for different type of bills?
Yes, PeopleSoft supports multiple “categories” of bills and associates default values and processing rules to each. This concept is illustrated in the Bill Type and Bill Source functionality. An agency can create any number of Bill Types and Bill Sources and associate different processing rules with each.
