Running the F&A Process


In this topic, you will learn how to run the F&A process, verify the process successfully completes, then view the Sponsor F&A (SFA) rows in PeopleSoft Project Costing.


Steps:

  1. Begin by navigating to the Process Facilities Admin page.

     

    Click the Main Menu button.

    Step 1

  2. Click the Grants menu.

    Step 2

  3. Click the Awards menu.

    Step 3

  4. Click the Process Facilities Admin menu.

    Step 4

  5. You can run this process by searching for an existing Run Control ID or you can add a new value. A Run Control ID is an identifier that uniquely identifies and defines parameters that are used when a process is run.

    Step 5

  6. Click in the Run Control ID field.

    Step 6

  7. Enter the desired information into the Run Control ID field.

     

    Enter "FNA".

    Step 7

  8. Click the Search button.

    Step 8

  9. Use the Process Facilities Admin page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

    Step 9

  10. Use the BU/Proj/Act Option list to select a project business unit, project, or activity option to restrict processing to these values.

    Step 10

  11. Click the BU/Proj/Act Option list.

    Step 11

  12. Click the Selected BU / Project list item.

    Step 12

  13. Click the Look up Project (Alt+5) button.

    Step 13

  14. Click the 20000029 link.

    Step 14

  15. Use the Date Option list to select the "Accounting" or "Transaction" date options to restrict processing to these values. For this example, you will use the default selection of "All".

    Step 15

  16. Click the Run button.

    Step 16

  17. Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.

    Step 17

  18. Click the Server Name list.

    Step 18

  19. Click the PSNT list item.

    Step 19

  20. Click the OK button.

    Step 20

  21. Note that a Process Instance number appears. This number can be used to track this process.

    Step 21

  22. Click the Process Monitor link.

    Step 22

  23. Click the Refresh button.

    Step 23

  24. Continue to click refresh until the Run Status shows "Success" and the Distribution Status shows "Posted".

    Step 24

  25. Note that the Run Status is now listed as "Success" and the Distribution Status is "Posted".

    Step 25

  26. Click the Main Menu button.

    Step 26

  27. Now, you will navigate to the Transaction List page to view the newly created Sponsor F&A (SFA) rows.

     

    Click the Project Costing menu.

    Step 27

  28. Click the Transaction Definitions menu.

    Step 28

  29. Click the Transaction List menu.

    Step 29

  30. Click the Look up Business Unit (Alt+5) button.

    Step 30

  31. Click the USCSP link.

    Step 31

  32. If you know some portion of the project, enter here.

    Click the Project list.

    Step 32

  33. Click the contains list item.

    Step 33

  34. Click in the Project field.

    Step 34

  35. Enter the desired information into the Project field.

     

    Enter "029".

    Step 35

  36. Click the Search button.

    Step 36

  37. Click the 20000029 link.

    Step 37

  38. Click the Look up Analysis Group (Alt+5) button.

    Step 38

  39. Click the ALL link.

    Step 39

  40. Click the Choose a date (Alt+5) button.

    Step 40

  41. Click the 1 object.

    Step 41

  42. Click the Choose a date (Alt+5) button.

    Step 42

  43. Click the 16 link.

    Step 43

  44. Click the Search button.

    Step 44

  45. To see all the transactions, click the View All link.

    Step 45

  46. Notice that after the system identifies transactions that are eligible for F&A burdening, it creates a row with the Analysis Type "SFA".

    Step 46

Congratulations, you have successfully learned how to manage F&A cost calculations. You ran the F&A process and viewed the Sponsor F&A (SFA) rows in PeopleSoft Project Costing.

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