Professional Documents
Culture Documents
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Revision History Date 11th Aug 2011 Version 1 Description Initial Document Author Ravichandan Kumar Reviewed By
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1. OVERVIEW................................................................................................................................................4
3.1 Objects List ...........................................................................................................5 3.2 Functionality..........................................................................................................5 3.3 Rules for migration ................................................................................................7 3.4 Utilities.....................................................................................................................8 3.5 Technical Details.................................................................................................10 3.6 Report Layout......................................................................................................29
4. ISSUES AND ASSUMPTIONS...........................................................................................................29
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1. OVERVIEW
1.1 Functional Requirement
After the iGATE-Patni Merger, as both iGATE and Patni uses PS Financial System for their internal operations, there is a need to integrate both the systems to create one single internal system to be used. As such, all the data residing in iGATE PS Financial systems need to be migrated to Patni PS Financial system.
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3. IMPACTED OBJECTS
3.1 Objects List
SLNo Object Name Object Type New/Update
3.2 Functionality
3.2.1 Migrate the Project Costing Details to Patni
As part of the data migration from the source 8.8 PS system to target 9.0 PS systems, the project details being maintained in the PS 8.8 system has to be migrated over to PS 9.0 system. This includes the Projects, activities, transaction, project team, project roles information also.
3.2.1.1 Navigation
Module Data Element PC Integration Template Source System Main Menu > Set Up Financials/Supply Chain > Product Related > Project Costing > Project Options > Integration Templates Main Menu > Set Up Financials/Supply Chain > Product Related > Project Costing > Project Options >Project Types Main Menu > Set Up Financials/Supply Chain > Product Related > Project Costing > Project Options >Status Types Main Menu > Set Up Financials/Supply Chain > Product Related > Project Costing > Project Options >Project Roles Main Menu > Set Up Financials/Supply Chain > Product Target System
PC
Project Types
PC
Status Types
PC
Project Roles
PC
Activity Types
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PC
Employee Rates
PC PC PC PC PC
Related > Project Costing > Activity Options > Activity Types Main Menu > Set Up Financials/Supply Chain > Product Related > Project Costing > Pricing Structure > Rates by Employee Main Menu > Project Costing > Project Definition > General Information Main Menu > Project Costing> Project Definition> Team Main Menu > Project Costing > Project Definition> Organization Main Menu > Project Costing > Project Definition > Status Main Menu > Project Costing > Activity Definition > General Information
3.2.1.2 Component(s)
The following data elements from PS 8.8 system will be moved to PS 9.0 system using the component interface extraction and loading. Module PC PC PC PC PC PC Data Element Projects Organization Team Status Activities Transactions Source System PROJECT_GENERAL PSA_ORGPRJ_DEFN PROJECT_TEAM1 PC_PRJ_STATUS_PNLG PROJECT_ACTIVITY INTFC_PROJ_EXPRESS Target System
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PC PC
Activities Transactions
3.2.1.4 Record(s)
The following data elements from PS 8.8 system will be moved to PS 9.0 system using the sql based data extraction and loading. Module Data Element PC Project Types PC PC PC PC Activity Types Project Roles Employee Rates Integration Template Source System PROJ_TYPE_TBL,PROJ _TYPE_RATE, PROJ_TYPE_LANG PROJ_ACT_TBL, PROJ_ACT_LANG PROJ_ROLE, PROJ_ROLE_LANG PC_RATE_EMPL PC_INT_TMPL;PC_INT_ TMPL_LNG;PC_INT_T MPL_GL; PC_INTMPL_GL_LG; Target System PROJ_TYPE_TBL,PROJ _TYPE_RATE, PROJ_TYPE_LANG PROJ_ACT_TBL, PROJ_ACT_LANG PROJ_ROLE, PROJ_ROLE_LANG PC_RATE_EMPL PC_INT_TMPL;PC_INT_ TMPL_LNG;PC_INT_T MPL_GL; PC_INTMPL_GL_LG;
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3.4 Utilities
3.4.1 Excel to CI Utility
3.4.1.2 CI Name
Source System Target System
Target System
Type
Length Edit
Key
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Transactions refer: 3.2.1.3 Organization refer: 3.2.1.3 Create the application engine PAT_DM_PRJAE which will be used to extract the data from the target records of ETL into the interface tables of 9.0 using the following component interfaces described in the target system columns. Projects refer: 3.2.1.3 Activities refer: 3.2.1.3 Transactions refer: 3.2.1.3 Organization refer: 3.2.1.3
Type
Length Edit
Key
Type
Length Edit
Key
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Target System
Target System
Target System
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b. Below the BILLING_MIL' activity, all the milestones will be created as activities having the activity id in the format of 'MILESTONE_1', 'MILESTONE_2' and so on, with the same description. The end date for these activities will be the 'EVENT DATE' defined for the milestone in the bill plan. c. The milestones marked as completed will all be consolidated into one single activity, with the activity end date of 31-dec-2011 and start date being the minimum of the milestone event date. As the activity structure is changed from 8.8 to 9.0, derive the level numbers and WBS ID for the activities and associate them with the relevant field in the CI. Additional activity should be created for all the projects with activity ID and description of TRASH_ACTIVITY. Transactions to be moved using the criteria: o Project transactions for billing worksheet data needs to be migrated with the condition of transaction status being not distributed for invoice generation. ANALYSIS_TYPE in BIL,BWK; BI_DISTRIB_STATUS in W,N; EX_DOC_TYPE = 'B'; PM_REVIEW_FLAG = 'Y'. o Other project transactions marked as billable however Final Invoice is not generated should also be migrated. ANALYSIS_TYPE in BIL; BI_DISTRIB_STATUS in W,N; PM_REVIEW_FLAG = 'Y'. Project security details are migrated to contract support team tables in PS 9.0. Support team members should be moved according to the mapping of the support team roles.
DESCR PROJECT_TYPE
Character Character
PROJECT PROJECT
DESCR PROJECT_TYPE
DESCR254
Character
PROJECT_DESCR
DESCR254
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Must be a value from the PROJ_TEAM_VW table. Project team member's project role. Prompts from the Project Role table (PROJ_ROLE). Project team member's email ID. MANAGER_EFFDT and MANAGER_START_DT must have the same date and must both be between the project start and end dates; otherwise, an error message appears. MANAGER_EFFDT, if left blank, is populated with the current date. If PROJECT_MANAGER is populated, PROJ_ROLE, MANAGER_START_DT, and MANAGER_END_DT are required to save the page; otherwise, an error message appears. Project team member's role type. If PROJECT_MANAGER is populated, this field is required to save the page. MANAGER_EFFDT and MANAGER_START_DT must have the same date and must both be between the project start and end dates; otherwise, an error message appears. If PROJECT_MANAGER is populated, this field is required to save the page. Project's status effective date. Populated with %Date (current server date) if not provided in the source file. Must be a value from the PROJ_STATUS_TBL table If a project status is provided in the source file, it must be previously defined against a processing status in the PROJ_STATUS_TBL table. If a project status is not provided, the default is based on the PC_STAT_DEFAULT table. Project team member's start date. Project team member's end date. Percent project is completed. User-definable field. User-definable field. User-definable field. User-definable field. User-definable field. User-definable field. User-definable field. User-definable field. Prompts from the CURRENCY_CD_TBL table. User-definable field. User-definable field.
PROJECT_MGR
PROJECT_MANAGER
PROJECT_MANAGER
Character
PROJECT_MGR
ROLE_TYPE
ROLE_TYPE MANAGER_START_DT
Character Date
PROJECT_MGR
START_DT
PROJECT_MGR
END_DT
PROJ_STATUS_ TBL
PROJ_TEAM_SCHED PROJ_TEAM_SCHED PROJECT PROJECT PROJECT PROJECT PROJECT PROJECT PROJECT PROJECT PROJECT PROJECT PROJECT START_DT END_DT PERCENT_COMPLETE PROJECT_USER1 PROJECT_USER2 PROJECT_USER3 PROJECT_USER4 PROJECT_USER5 PROJECT_USER_DT6 PROJECT_USER_DT2 PC_USER_CURRENCY PROJECT_USERAMT1 PROJECT_USERAMT2
START_DT END_DT PERCENT_COMPLETE PROJECT_USER1 PROJECT_USER2 PROJECT_USER3 PROJECT_USER4 PROJECT_USER5 PROJECT_USER_DT6 PROJECT_USER_DT2 PC_USER_CURRENCY PROJECT_USERAMT1 PROJECT_USERAMT2
Date Date Number Character Character Character Character Character Date Date Character Sign Sign
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PROJECT_USERAMT1 SET_OVERRIDE
Sign Character
User-definable field. Populated from the SP_SETID_NONVW table. General ledger uses this setID for prompting and the Journal Edit process. The field is required if PeopleSoft General Ledger is installed or you use Projects Budgeting. Early start date. Early finish date. Actual start date. Actual finish date. Baseline start date. Baseline finish date. Late start date. Late finish date. Third-party product code is a text field with no edit. The field is used for informational purposes only and can help reference the source system for the transaction. Third-party project ID. If you import from a thirdparty product, this field is used to store the project ID that is from the third-party product. Third-party project description up to 40 characters. Flag that designates if the project is a summary or a detail project. Default value is N (no). Identifies the enforce project team option, such as PeopleSoft Expenses only, PeopleSoft Time and Labor only, Expenses and Time and Labor, or do not enforce. Default value is BUS_UNIT_OPT_PC.ENFORCE. Identifies the enforce project and activity team option, such as project and activity team, project team only, decide at the project level, or do not enforce. Default value is BUS_UNIT_OPT_PC.ENFORCE_TYPE. Provide a processing status value of A (active), I (inactive), or P (pending). If the source file does not contain a processing status, the default value is based on the Processing Status field on the Project Status Defaults page. Project request ID. Project request version. Schedule method, such as fixed units, duration, and work. Default value is BUS_UNIT_OPT_PC.PGM_SCHED_METHOD. Percent complete date and time. Holiday calendar. Default value is BUS_UNIT_OPT_PC.HOLIDAY_LIST_ID. Planned start date.
PROJECT PROJECT
PROJECT_USERAMT1 SET_OVERRIDE
PC_SCH_FIELD1
Character
PROJECT
PROJECT_ID
ENFORCE_TYPE
Character
PROJECT
ENFORCE_TYPE
PC_PROCESS_STATUS
Character
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Planned end date. Primary project role. Prompts from Project Role table (PROJ_ROLE). Calculate manually, delay calculations until save, or calculate in real time. Default value is BUS_UNIT_OPT_PC.PC_CALCULATE_SW. The level of WBS activities that are available for charging, such as all detail activities, level 1, level 2, and level 3. Default value is from BUS_UNIT_OPT_PC.CHARGING_LEVEL.
CHARGING_LEVEL
Character
PROJECT
CHARGING_LEVEL
Activities
Target Field Name INTFC_ID INTFC_LINE_NUM BUSINESS_UNIT PROJECT_ID Type Number Number Character Character Description Batch interface identifier. Unique batch line identifier. Prompts from the SP_BU_PC_NONVW table. You can bulk load projects and use the system's autonumber functionality to generate the next PROJECT_ID. In this case PROJECT_IDs are not required. However, if you perform update to projects, or incrementally add activities to projects, PROJECT_IDs are required and are validated against the PROJECT table. Activity IDs are to be moved as is. Only the CONSULTING activity ID will be mapped to PROJECT_PLAN activity. Mapping will be done in ETL. Also milestone activities will be derived and moved. Source Record Source Field Name 88888 Calculated value BUSINESS_UNIT PROJECT_ID
PROJ_ACTIVITY PROJ_ACTIVITY
ACTIVITY_ID
Character
PROJ_ACTIVITY
ACTIVITY_ID
Activity description up to 30 characters. Prompts from the PROJ_ACT_TBL table. Default value is CODE. Schedule status percent complete. Early start date. Late start date. Actual start date. Early finish date. Late finish date. Actual finish date.
PROJ_ACTIVITY PROJ_ACTIVITY
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BASELINE_FINISH_DT BASELINE_START_DT ACTIVITY_USER1 ACTIVITY_USER2 ACTIVITY_USER3 ACTIVITY_USER4 ACTIVITY_USER5 PC_ACT_USER_DT1 PC_ACT_USER_DT2 PC_USER_CURRENCY PC_ACT_USERAMT1 PC_ACT_USERAMT2 PC_ACT_USERAMT3 DESCR254 ACTIVITY_STATUS
Date Date Character Character Character Character Character Date Date Character Sign Sign Sign Character Character
Baseline finish date. Baseline start date. User-definable field. User-definable field. User-definable field. User-definable field. User-definable field. User-definable field. User-definable field. User-definable field. Prompts from the CURRENCY_CD_TBL table. User-definable field. User-definable field. User-definable field. Activity description up to 254 characters. Activity status. Prompts from the PROJ_STATUS_TBL table. Latest effective status. Activity status effective date. Populated with %Date (current server date) if not provided in the source file. Latest status effective date. Activity start date. Activity end date. Activity priority. Activity percentage complete. Indicates if activity is a milestone. Allows interest calculations for this project activity. Duration. Identifies the enforce project team option, such as PeopleSoft Expenses only, PeopleSoft Time and Labor only, Expenses and Time and Labor, or do not enforce. Enables change control. Default value is PROJECT.PC_CHC_SW.
PROJ_ACTIVITY PROJ_ACTIVITY PROJ_ACTIVITY PROJ_ACTIVITY PROJ_ACTIVITY PROJ_ACTIVITY PROJ_ACTIVITY PROJ_ACTIVITY PROJ_ACTIVITY PROJ_ACTIVITY PROJ_ACTIVITY PROJ_ACTIVITY PROJ_ACTIVITY PROJ_ACT_DESCR PROJ_ACT_STATUS
BASELINE_FINISH_DT BASELINE_START_DT ACTIVITY_USER1 ACTIVITY_USER2 ACTIVITY_USER3 ACTIVITY_USER4 ACTIVITY_USER5 PC_ACT_USER_DT1 PC_ACT_USER_DT2 PC_USER_CURRENCY PC_ACT_USERAMT1 PC_ACT_USERAMT2 PC_ACT_USERAMT3 DESCR254 ACTIVITY_STATUS
ACT_STATUS_EFFDT
Date
PROJ_ACT_STATUS
EFFDT
PC_CHC_ACT_SW
Character
PROJ_ACTIVITY
PC_CHC_ACT_SW
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PGM_SCHED_METHOD
Character
Schedule method, such as fixed units, duration, and work. Default value is PROJECT.PGM_SCHED_METHOD. Coded hierarchy identifier for each activity. Hierarchy grid subrecord.
PROJ_ACTIVITY
PGM_SCHED_METHOD
WBS_ID HGRID_LEVEL_SBR LEVEL1 LEVEL2 LEVEL3 LEVEL4 LEVEL5 LEVEL6 LEVEL7 LEVEL8 LEVEL9 LEVEL_NUM DEADLINE_DT CONSTRAINT_DT CONSTRAINT_TYPE COSTING_ACT_SW PC_ACT_OWNER CURRENCY_CD PC_ACT_DEF_CALC_MT
Character Subrecord Number Number Number Number Number Number Number Number Number Number Date Date Character Character Character Character Character
Calculated Calculated Calculated Calculated Calculated Calculated Calculated Calculated Calculated Calculated Calculated Calculated DEADLINE_DT CONSTRAINT_DT CONSTRAINT_TYPE COSTING_ACT_SW PC_ACT_OWNER CURRENCY_CD PC_ACT_DEF_CALC_MT
Deadline date. Constraint date. Constraint type. Activity costing flag. Indicates whether an activity is available for charging. Activity owner. Prompts from PC_TEAM_PROM_VW table. Default value is PROJECT.CURRENCY_CD. Activity calculation method. Default value is PROJECT.PC_ACT_DEF_CALC_MT.
Transactions
Target Field Name INTFC_ID INTFC_LINE_NUM PC_RES_INTF_SBR BUSINESS_UNIT Type Number Number Subrecord Character Prompts from the SP_BU_PC_NONVW table. PROJ_RESOURCE BUSINESS_UNIT Description Batch interface identifier. Unique batch line identifier. Source Record Source Field 77777 Calculated
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PROJECT_ID
Character
Prompts from the SP_PROJ_NONVW table. Prompts from the PROJ_ACT_VW table.
PROJ_RESOURCE
PROJECT_ID
ACTIVITY_ID
Character
PROJ_RESOURCE
ACTIVITY_ID
RESOURCE_ID
Character
Resource ID.
PROJ_RESOURCE
RESOURCE_ID
RESOURCE_ID_FROM
Character
Resource ID from.
PROJ_RESOURCE
RESOURCE_ID_FROM
BUSINESS_UNIT_GL
Character
PROJ_RESOURCE
BUSINESS_UNIT_GL
BUSINESS_UNIT_PC
Character
PROJ_RESOURCE
BUSINESS_UNIT
JOURNAL_ID
Character
Journal ID.
PROJ_RESOURCE
JOURNAL_ID
JOURNAL_DATE
Date
Journal date.
PROJ_RESOURCE
JOURNAL_DATE
UNPOST_SEQ
Number
Unpost sequence.
PROJ_RESOURCE
UNPOST_SEQ
JOURNAL_LINE
Number
PROJ_RESOURCE
JOURNAL_LINE
FISCAL_YEAR
Number
Fiscal year.
PROJ_RESOURCE
FISCAL_YEAR
ACCOUNTING_PERIOD
Number
Accounting period.
PROJ_RESOURCE
ACCOUNTING_PERIOD
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ACCOUNT
Character
Prompts from the GL_ACCT_BUGL_VW table. Prompts from the ALT_BUGL_VW table.
PROJ_RESOURCE
ACCOUNT
ALTACCT
Character
Derived
DEPTID
Character
PROJ_RESOURCE
DEPTID
CF16_AN_SBR
Character
OPERATING_UNIT
Character
Prompts from the OPERUNT_BUGL_VW table. Prompts from the PRODUCT_BUGL_VW table. Prompts from the FUND_BUGL_VW table. Prompts from the CLASSCF_BUGL_VW table. Prompts from the PROGRAM_BUGL_VW table. Prompts from the BUD_REF_BUGL_VW table. Prompts from the AFFILIATE_VW table. Intraunit affiliate 1.
PROJ_RESOURCE
OPERATING_UNIT
PRODUCT
Character
Derived
FUND_CODE
Character
Derived
CLASS_FLD
Character
Derived
PROGRAM_CODE
Character
Derived
BUDGET_REF
Character
Derived
AFFILIATE
Character
PROJ_RESOURCE
AFFILIATE_INTRA1
Character
Derived
AFFILIATE_INTRA2
Character
Intraunit affiliate 2.
Derived
CHARTFIELD1
Character
Prompts from the CF1_BUGL_VW table. Prompts from the CF2_BUGL_VW table.
Derived
CHARTFIELD2
Character
Derived
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CHARTFIELD3
Character
Prompts from the CF3_BUGL_VW table. Prompts from the Integration Template General Ledger table (PC_INT_TMPL_GL). Prompts from the Currency Codes table (CURRENCY_CD_TBL). Prompts from the STAT_BUGL_VW table. PROJ_RESOURCE
Derived
BUS_UNIT_GL_FROM
Character
BUS_UNIT_GL_FROM
CURRENCY_CD
Character
PROJ_RESOURCE
CURRENCY_CD
STATISTICS_CODE
Character
PROJ_RESOURCE
STATISTICS_CODE
LEDGER_GROUP
Character
PROJ_RESOURCE
LEDGER_GROUP
ANALYSIS_TYPE
Character
PROJ_RESOURCE
ANALYSIS_TYPE
RESOURCE_TYPE
Character
PROJ_RESOURCE
RESOURCE_TYPE
RESOURCE_CATEGORY
Character
PROJ_RESOURCE
RESOURCE_CATEGORY
RESOURCE_SUB_CAT
Character
Subcategory.
PROJ_RESOURCE
RESOURCE_SUB_CAT
RES_USER1
Character
Transaction user 1.
PROJ_RESOURCE
RES_USER1
RES_USER2
Character
Transaction user 2.
PROJ_RESOURCE
RES_USER2
RES_USER3
Character
Transaction user 3.
PROJ_RESOURCE
RES_USER3
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RES_USER4
Character
Transaction user 4.
PROJ_RESOURCE
RES_USER4
RES_USER5
Character
Transaction user 5.
PROJ_RESOURCE
RES_USER5
TRANS_DT
Date
Transaction date.
PROJ_RESOURCE
TRANS_DT
ACCOUNTING_DT
Date
Accounting date.
PROJ_RESOURCE
ACCOUNTING_DT
JRNL_LN_REF
Character
PROJ_RESOURCE
JRNL_LN_REF
OPEN_ITEM_STATUS
Character
PROJ_RESOURCE
OPEN_ITEM_STATUS
LINE_DESCR
Character
PROJ_RESOURCE
LINE_DESCR
JRNL_LINE_STATUS
Character
PROJ_RESOURCE
JRNL_LINE_STATUS
JOURNAL_LINE_DATE
Date
PROJ_RESOURCE
JOURNAL_LINE_DATE
FOREIGN_CURRENCY
Character
Prompts from the FRGN_CURR_VW table. Prompts from the Market Rate Data Types table (RT_TYPE_TBL). Foreign amount.
PROJ_RESOURCE
FOREIGN_CURRENCY
RT_TYPE
Character
PROJ_RESOURCE
RT_TYPE
FOREIGN_AMOUNT
Sign
PROJ_RESOURCE
FOREIGN_AMOUNT
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RATE_MULT
Sign
Rate multiplier.
PROJ_RESOURCE
RATE_MULT
RATE_DIV
Number
Rate divisor.
PROJ_RESOURCE
RATE_DIV
CUR_EFFDT
Date
PROJ_RESOURCE
CUR_EFFDT
PC_DISTRIB_STATUS
Character
PROJ_RESOURCE
PC_DISTRIB_STATUS
GL_DISTRIB_STATUS
Character
PROJ_RESOURCE
GL_DISTRIB_STATUS
PROJ_TRANS_TYPE
Character
Prompts from the Project Transaction Types table (PROJ_TRANS_TYPE). Prompts from the Project Transaction Codes table (PROJ_TRANS_CODE). Transaction status.
PROJ_RESOURCE
PROJ_TRANS_TYPE
PROJ_TRANS_CODE
Character
PROJ_RESOURCE
PROJ_TRANS_CODE
RESOURCE_STATUS
Character
PROJ_RESOURCE
RESOURCE_STATUS
DESCR
Character
Description.
PROJ_RESOURCE
DESCR
UNIT_OF_MEASURE
Character
Prompts from the Units of Measure table (UNITS_TBL). Prompts from the PROJ_TEAM_VW table.
PROJ_RESOURCE
UNIT_OF_MEASURE
EMPLID
Character
PROJ_RESOURCE
EMPLID
EMPL_RCD
Number
PROJ_RESOURCE
EMPL_RCD
[Type text]
SEQ_NBR
Number
Sequence number.
PROJ_RESOURCE
SEQ_NBR
TIME_RPTG_CD
Character
PROJ_RESOURCE
TIME_RPTG_CD
JOBCODE
Character
Job code.
PROJ_RESOURCE
JOBCODE
COMPANY
Character
Company.
PROJ_RESOURCE
COMPANY
BUSINESS_UNIT_AP
Character
Prompts from the SP_BU_AP_NONVW table. Prompts from the PROJ_VENDOR_VW table. Voucher ID.
PROJ_RESOURCE
BUSINESS_UNIT_AP
VENDOR_ID
Character
PROJ_RESOURCE
VENDOR_ID
VOUCHER_ID
Character
PROJ_RESOURCE
VOUCHER_ID
VOUCHER_LINE_NUM
Number
PROJ_RESOURCE
VOUCHER_LINE_NUM
APPL_JRNL_ID
Character
PROJ_RESOURCE
APPL_JRNL_ID
PYMNT_CNT
Number
PROJ_RESOURCE
PYMNT_CNT
DST_ACCT_TYPE
Character
PROJ_RESOURCE
DST_ACCT_TYPE
PO_DISTRIB_STATUS
Character
PROJ_RESOURCE
PO_DISTRIB_STATUS
[Type text]
BUSINESS_UNIT_PO
Character
PROJ_RESOURCE
BUSINESS_UNIT_PO
REQ_ID
Character
PROJ_RESOURCE
REQ_ID
REQ_LINE_NBR
Number
PROJ_RESOURCE
REQ_LINE_NBR
REQ_SCHED_NBR
Number
PROJ_RESOURCE
REQ_SCHED_NBR
REQ_DISTRIB_NBR
Number
PROJ_RESOURCE
REQ_DISTRIB_NBR
PO_ID
Character
PROJ_RESOURCE
PO_ID
DUE_DATE
Date
PROJ_RESOURCE
DUE_DATE
LINE_NBR
Number
Line number.
PROJ_RESOURCE
LINE_NBR
SCHED_NBR
Number
Schedule number.
PROJ_RESOURCE
SCHED_NBR
DISTRIB_LINE_NUM
Number
Distribution line.
PROJ_RESOURCE
DISTRIB_LINE_NUM
AM_DISTRIB_STATUS
Character
PROJ_RESOURCE
AM_DISTRIB_STATUS
BUSINESS_UNIT_AM
Character
PROJ_RESOURCE
BUSINESS_UNIT_AM
[Type text]
ASSET_ID
Character
Prompts from the PROJ_ASSET_VW table. Prompts from the PROFILE_PCAM_VW table. Prompts from the Asset Cost Type Definition table (COST_TYPE_TBL). Asset book name.
PROJ_RESOURCE
ASSET_ID
PROFILE_ID
Character
PROJ_RESOURCE
PROFILE_ID
COST_TYPE
Character
PROJ_RESOURCE
COST_TYPE
BOOK
Character
PROJ_RESOURCE
BOOK
INCENTIVE_ID
Character
PROJ_RESOURCE
INCENTIVE_ID
MSTONE_SEQ
Number
PROJ_RESOURCE
MSTONE_SEQ
CONTRACT_NUM
Character
PROJ_RESOURCE
CONTRACT_NUM
CONTRACT_LINE_NUM
Number
PROJ_RESOURCE
CONTRACT_LINE_NUM
CONTRACT_PPD_SEQ
Number
PROJ_RESOURCE
CONTRACT_PPD_SEQ
BI_DISTRIB_STATUS
Character
PROJ_RESOURCE
BI_DISTRIB_STATUS
BUSINESS_UNIT_BI
Character
PROJ_RESOURCE
BUSINESS_UNIT_BI
BILLING_DATE
Date
PROJ_RESOURCE
BILLING_DATE
[Type text]
INVOICE
Character
Invoice.
PROJ_RESOURCE
INVOICE
REV_DISTRIB_STATUS
Character
PROJ_RESOURCE
REV_DISTRIB_STATUS
BUSINESS_UNIT_AR
Character
Prompts from the SP_BUARED_NONVW table. Prompts from the PROJ_CUST_VW table.
PROJ_RESOURCE
BUSINESS_UNIT_AR
CUST_ID
Character
PROJ_RESOURCE
CUST_ID
ITEM
Character
PROJ_RESOURCE
ITEM
ITEM_LINE
Number
PROJ_RESOURCE
ITEM_LINE
ITEM_SEQ_NUM
Number
PROJ_RESOURCE
ITEM_SEQ_NUM
DST_SEQ_NUM
Number
Distribution sequence.
PROJ_RESOURCE
DST_SEQ_NUM
EX_DOC_ID
Character
PROJ_RESOURCE
EX_DOC_ID
EX_DOC_TYPE
Character
PROJ_RESOURCE
EX_DOC_TYPE
RESOURCE_QUANTITY
Sign
Quantity.
PROJ_RESOURCE
RESOURCE_QUANTITY
RESOURCE_AMOUNT
Sign
PROJ_RESOURCE
RESOURCE_AMOUNT
[Type text]
BUDGET_HDR_STATUS
Character
PROJ_RESOURCE
BUDGET_HDR_STATUS
KK_AMOUNT_TYPE
Character
PROJ_RESOURCE
KK_AMOUNT_TYPE
KK_TRAN_OVER_FLAG
Character
Override transaction.
PROJ_RESOURCE
KK_TRAN_OVER_FLAG
KK_TRAN_OVER_OPRID
Character
PROJ_RESOURCE
KK_TRAN_OVER_OPRID
KK_TRAN_OVER_DTTM
DtTm
Override date.
PROJ_RESOURCE
KK_TRAN_OVER_DTTM
BUDGET_OVER_ALLOW
Character
PROJ_RESOURCE
BUDGET_OVER_ALLOW
BUDGET_LINE_STATUS
Character
PROJ_RESOURCE
BUDGET_LINE_STATUS
BUDGET_DT
Date
Budget date.
PROJ_RESOURCE
BUDGET_DT
LEDGER
Character
Prompts from the SP_LEDPC_NONVW table. Prompts from the field's translate values.
PROJ_RESOURCE
LEDGER
BD_DISTRIB_STATUS
Character
PROJ_RESOURCE
BD_DISTRIB_STATUS
BUSINESS_UNIT_BD
Character
PROJ_RESOURCE
BUSINESS_UNIT_BD
FA_STATUS
Character
PROJ_RESOURCE
FA_STATUS
[Type text]
TIME_SHEET_ID
Character
PROJ_RESOURCE
TIME_SHEET_ID
SHEET_ID
Character
Report ID.
PROJ_RESOURCE
SHEET_ID
DT_TIMESTAMP
DtTm
Date timestamp.
PROJ_RESOURCE
DT_TIMESTAMP
VCHR_DIST_LINE_NUM
Number
PROJ_RESOURCE
VCHR_DIST_LINE_NUM
PM_REVIEWED
Character
PROJ_RESOURCE
PM_REVIEWED
PRICED_RATE
Sign
Priced rate.
PROJ_RESOURCE
PRICED_RATE
ACTIVITY_ID_DETAIL
Character
Prompts from the Activity ID Detail Prompt table (PC_ACT_DETAIL). Prompts from the field's translate values.
PROJ_RESOURCE
ACTIVITY_ID_DETAIL
CST_DISTRIB_STATUS
Character
PROJ_RESOURCE
CST_DISTRIB_STATUS
TXN_LMT_TRANS_ID
Character
PROJ_RESOURCE
TXN_LMT_TRANS_ID
EVENT_NUM
Number
Event number.
PROJ_RESOURCE
EVENT_NUM
CA_FEE_STATUS
Character
PROJ_RESOURCE
CA_FEE_STATUS
FMS_WHO_SBR
Subrecord
PROJ_RESOURCE
[Type text]
FMS_DTTM_STAMP
DtTm
Date/time stamp.
PROJ_RESOURCE
FMS_DTTM_STAMP
FMS_OPRID
Character
Operator ID.
PROJ_RESOURCE
FMS_OPRID
FMS_LASTUPDDTTM
DtTm
PROJ_RESOURCE
FMS_LASTUPDDTTM
FMS_LASTUPDOPRID
Character
PROJ_RESOURCE
FMS_LASTUPDOPRID
PROJ_ROLE
Character
START_DATE END_DATE
Date Date
Project role. Prompts from the PROJ_ROLE_SECVW table. Start date for Gen Stand. End date.
PROJ_RESOURCE
PROJ_ROLE
PROJ_RESOURCE PROJ_RESOURCE
START_DATE END_DATE
ETL
Create the records listed and described in section 3.2.1.4 above, in the source and target data structure for ETL. Use the SQL scripts for ETL described in section 3.4.5 to migrate the data in the source records for ETL. Update the business unit to INDIA from 100 in the output. Map the CONSULTING activity ID to PROJECT_PLAN activity. Other project setup mapping details to be finalized. Once all the above activities are finished, load the data into the target structures for ETL. Move the setup data from the target structures of ETL into the destination 9.0 PS records for setups as described in the section 3.2.1.4 above.
Target System
Write an application engine described in section 3.4.4 above to extract all the data from the target ETL records into a csv file. Use the CI described in section 3.2.1.3 target system column (for projects and activities), to load the data present in the above csv files to the respective project and activity interface
[Type text]
tables. Update the interface ID to 99999 for projects and 88888 for activities and increment the interface line number starting with 1. Once the above application engine loads data into INTFC_PROJ_GEN and INTFC_ACT_GEN records, navigate to PROJECT COSTING > Third Party Integration > Load Project and Activities. Run the process providing appropriate run control ID and selecting the run control option: Both Projects and Activities and interface option All. Navigate to PROJECT COSTING > Third Party Integration > Review Project Details, and provide the interface id 99999 to find if any rows of data has gone into error. Navigate to PROJECT COSTING > Third Party Integration > Review Activity Details, and provide the interface id 88888 to find if any rows of data has gone into error. Once all the projects and activities are loaded successfully, use the CI described in section 3.2.1.3 for loading the project organization. Use the CI described in section 3.2.1.3 target system column (for transactions), to load the data present in the above csv files to the transaction interface table. Update the interface ID to 77777 and increment the interface line numbers starting with 1. Once the above application engine loads data into INTFC_PROJ_RES record, navigate to PROJECT COSTING > Third Party Integration > Load Transactions. Run the process providing appropriate run control ID and selecting the default run control options for all the fields. Navigate to PROJECT COSTING > Third Party Integration > Review Transaction Details, and provide the interface id 77777 to find if any rows of data has gone into error. Finally migrate the project delivery manager, engagement manager and field manager into the project support team of 9.0
[Type text]
7. Derive the region and rate for project resources using the project roles being maintained in PS 8.8. PS 8.8 finance support team to do the same and provide to data migration team. PS 9.0 team to provide the data structure to move the same.