Financialsstate of Kansas - Fmspage 1 of 4

FinancialsState of Kansas - FMSPage 1 of 4

PCAnalysis TypesCPC001

Item Overview:

With the exception of programs (summary projects), each project is composed, at the most basic level, of transactions. Transaction rows in the Project Transaction table (PROJ_RESOURCE) contain the quantity and amounts associated with each transaction and all of the identifying information that accompanied those costs. Analysis types are assigned to individual transactions to identify different types of transactions, such as estimated costs, budgeted amounts, actual costs, and billed costs. Thus, analysis types are transaction-related control data that consists of required information that you use primarily to create transactions.

The Analysis Type page is used to create and modify analysis types for processing and analysis purposes. The Analysis Type in conjunction with its identified Commitment Control amount type tells Commitment Control how to process transactions and will be used for Commitment Control budget checking.

Menu Path:

Set Up Financials/Supply Chain Product RelatedProject CostingTransaction OptionsAnalysis Types

Page Screenshots:

Component: PROJ_ANALYSIS_TYPE

Page: PROJ_ANTYPE_DEFN

Record Information:

Table Name / PS Table Name /

Table Purpose

Project Analysis Type Table / PROJ_ANTYPE_TBL / The PROJ_ANTYPE_TBL is used to define and maintain the analysis types.

Approach:

The State of Kansas will use the default set of Analysis Types.
The State of Kansas has the option of creating new Analysis Types, based on business need.
Central agency will maintain Analysis Types post go-live.
Agencies can request new Analysis Types post go-live from Central agency.

Information Source:

PeopleSoft delivered values, but FMS Projects/Grants Team can add more values.

Data Entry Method:

_____On-Line Pages

__X__ Excel Spreadsheet

_____Conversion

Field Approach:

Record Name:PROJ_ANTYPE_TBL
Field Name / Approach
SETID / We will use the Statewide SETID.
ANALYSIS_TYPE / We will use PeopleSoft delivered values, but State may add new ones if needed. Used for processing and analysis purposes.
EFFDT / We will use PeopleSoft delivered Effective Dates (01/01/1900) for PeopleSoft delivered analysis types, or add new Effective Dates (01/01/1901) for newly created analysis types.
EFF_STATUS / Set the effective statuses to either Active or Inactive.
DESCR / Use delivered descriptions or add description for newly created analysis types.
KK_AMOUNT_TYPE / This is the Commitment Control Amount Type – we will be able use the default values.
KK_SOURCE_TRAN / This is the Source Transaction Type – we will be able use the default value(s).

RTM Cross-Reference:

PR 140.000- System provides the ability to collect transaction data for requisitions against a grant (Project ID)
PR 141.000- System provides the ability to collect transaction data for purchase orders against a grant (Project ID)
PR 152.000- System shall allow all payroll transactions related to a grant coming from Payroll to GL to include project, activity, summary cost, and GL analysis type (PAY).

Assumptions:

Analysis Types will be maintained centrally.
Delivered PeopleSoft Analysis Types should be retained.
Time & Labor module will not be integrated with Project Costing.
Program Management module will not be implemented.

Issues:

None

Input Provided By:

Name / Title, Department

Change Log:

Date / Author / Change Description
1/21/09 / Josh San Souci / Module Lead Review
1/20/09 / Kathy Lewis / Module Lead Review
1/14/09 / Michelle Scott / Initial Draft

SIGNOFFS

Configuration Team Leads

______Date: _____/_____/_____

Accenture Configuration Lead

______Date: _____/_____/_____

State of Kansas Configuration Lead

Module Team Leads

______Date: _____/_____/_____

Team Leads

______Date: _____/_____/_____

V:\FMS_Project\Shared\Finance Team\Design Phase\2 - Configuration\2 - Config Approach\3 - Signed Off\PC\CPC001_Analysis Types.docx10/2/20186:43:28 PM

Page 1 of 4