Using the Contracts Workbench


In this topic, you will learn how to use the Contracts Workbench, which includes defining the Contracts Workbench Template for Project Costing and analyzing project data.


Steps:

  1. Being by navigating to the Contracts Workbench Template page.

     

    Click the Main Menu button.

    Step 1

  2. Click the Scroll Down button.

    Step 2

  3. Click the Set Up Financials/Supply Chain menu.

    Step 3

  4. Click the Product Related menu.

    Step 4

  5. Click the Project Costing menu.

    Step 5

  6. Click the General Options menu.

    Step 6

  7. Click the Contracts Workbench Template menu.

    Step 7

  8. Enter the desired information into the SetID field.

     

    Enter "USCIP".

    Step 8

  9. Click the Search button.

    Step 9

  10. Use the Contracts Workbench Template page to define Workbench Record and respective Record Fields for the PROJECTS Workbench Type.

    Step 10

  11. Select any Record Name from the available list for PROJECTS Workbench Template ID. The record names that are available to choose from are predefined by PeopleSoft.

     

    When you select a record, the system displays all fields for that record in the Record Fields section of the page.

    Step 11

  12. You can click on + to add more Record Names. Likewise, click on - to delete unwanted records.

    Step 12

  13. All record names are available when you click the drop-down list. This includes Contracts, Grants, and Project Costing record names.

    Step 13

  14. Click the Record Name list.

    Step 14

  15. The records that are available from PeopleSoft PROJECTS are:

     

    PROJECT_CA_VW

    PROJ_ACT_CA_VW

    PROJ_STA_CA_VW

    PROJ_TM_SCH_CA_VW

    Step 15

  16. Use the scrollbar to view additional information on the page.

    Step 16

  17. After making changes to the Contracts Workbench Template data, save the information to complete the definition process.

     

    Click the Save button.

    Step 17

  18. Next, navigate to the Contracts Workbench page to analyze Contracts Workbench data.

     

    Click the Main Menu button.

    Step 18

  19. Click the Scroll Down button.

    Step 19

  20. Click the Project Costing menu.

    Step 20

  21. Click the Contracts Workbench menu.

    Step 21

  22. Enter the desired information into the Business Unit field.

     

    Enter "USCIP".

    Step 22

  23. Enter the desired information into the Project field.

     

    Enter "20000022".

    Step 23

  24. Click the Search button.

    Step 24

  25. Contracts Workbench has been designed to act as a single location to display consolidated information from Contracts, Grants, and Project Costing.

     

    This enables the user to view summary information related to Contracts, Grants, and Project Costing in a single page.

    Step 25

  26. Use the scrollbar to view additional information on the page.

    Step 26

  27. Only the fields that are selected on the Contracts Workbench Template page are displayed in the respective data grid.

     

    Each grid can be collapsed or expanded based on your requirements.

    Step 27

  28. The data displayed in the Contracts Workbench page is based on the permission list that you have access to in PeopleSoft Contracts, Grants, and Project Costing.

     

    For example, if you only have permission to view Projects Data and the template that is assigned to your business unit includes Grants and Project Costing records then only the Projects Data section appears in the Contracts Workbench page.

    Step 28

  29. Some of the fields in the grids, such as Project in the Project Resources grid, are hyperlinked so that you can navigate to the corresponding pages and make changes or updates.

    Step 29

  30. Click the Home link.

    Step 30

Congratulations, you have successfully learned how to use the Contracts Workbench, which includes defining the Contracts Workbench Template and analyzing Contracts Workbench data for Project Costing.

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