Data Migration Projects TDD(1)

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Financial Data Migration 8.8 to 9.0Technical Design Documentation

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Revision History

Date Version Description Author Reviewed By

11th Aug 2011

1 Initial Document Ravichandan Kumar

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1. OVERVIEW...............................................................................................................................................4

1.1 Functional Requirement.............................................................................................41.2 Design Overview.......................................................................................................4

2. DATA FLOW DIAGRAM.........................................................................................................................4

3. IMPACTED OBJECTS.............................................................................................................................5

3.1 Objects List................................................................................................................53.2 Functionality..............................................................................................................5

3.2.1 Migrate the Project Costing Details to Patni......................................................53.3 Rules for migration....................................................................................................73.4 Utilities......................................................................................................................8

3.4.1 Excel to CI Utility...............................................................................................83.4.2 Data Mover Scripts.............................................................................................83.4.3 File Layouts........................................................................................................83.4.4 Application Engine.............................................................................................83.4.5 SQL scripts for ETL...........................................................................................93.4.6 Third Party Application......................................................................................9

3.5 Technical Details.....................................................................................................10Source System...........................................................................................................10ETL............................................................................................................................28Target System............................................................................................................28

3.6 Report Layout..........................................................................................................29

4. ISSUES AND ASSUMPTIONS................................................................................................................29

1. OVERVIEW

1.1 Functional RequirementAfter 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.

1.2 Design OverviewAs per the functionality, we need to use some data migration strategies and tools to migrate the data between the systems for the PS objects to achieve the requirements for the business to work. This design document will capture the very common data migration details including the migration tools and conditions for migration of data. We will have the specific design documents, for any major changes to the functionality or a new functionality addition. This document is divided into sections, where in each migration tool and development effort will be captured with the individual technical details.

2. DATA FLOW DIAGRAM

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 PatniAs 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 NavigationModule Data

ElementSource System Target System

PC Integration Template

Main Menu > Set Up Financials/Supply Chain > Product Related > Project Costing > Project Options > Integration Templates

PC Project Types Main Menu > Set Up Financials/Supply Chain > Product Related > Project Costing > Project Options >Project Types

PC Status Types Main Menu > Set Up Financials/Supply Chain > Product Related > Project Costing > Project Options >Status Types

PC Project Roles Main Menu > Set Up Financials/Supply Chain > Product Related > Project Costing > Project Options >Project Roles

PC Activity Types

Main Menu > Set Up Financials/Supply Chain > Product

http://findev1.igate.com:8098/psc/FSDEV/EMPLOYEE/PSFT_EPD/s/WEBLIB_PTPP_SC.HOMEPAGE.FieldFormula.IScript_AppHP?scname=EPCO_PRODUCT_DEFINITIONS&secondary=true&fname=EPCO_PRODUCT_DEFINITIONS&pt_fname=EPCO_PRODUCT_DEFINITIONS&PortalCacheContent=true&PSCache-Control=role%2Cmax-age%3D60

http://findev1.igate.com:8098/psc/FSDEV/EMPLOYEE/PSFT_EPD/s/WEBLIB_PTPP_SC.HOMEPAGE.FieldFormula.IScript_AppHP?scname=EPCO_SETUP_FDM_SCM&secondary=true&fname=EPCO_SETUP_FDM_SCM&pt_fname=EPCO_SETUP_FDM_SCM&PortalCacheContent=true&PSCache-Control=role%2Cmax-age%3D60



http://findev1.igate.com:8098/psc/FSDEV/EMPLOYEE/PSFT_EPD/s/WEBLIB_PTPP_SC.HOMEPAGE.FieldFormula.IScript_AppHP?scname=PT_PTPP_PORTAL_ROOT&pt_fname=PT_PTPP_PORTAL_ROOT&PortalCacheContent=true&PSCache-Control=role%2Cmax-age%3D60

http://findev1.igate.com:8098/psc/FSDEV/EMPLOYEE/PSFT_EPD/s/WEBLIB_PTPP_SC.HOMEPAGE.FieldFormula.IScript_AppHP?scname=EPPC_STRUCTURE_PROJECTS1&secondary=true&fname=EPPC_STRUCTURE_PROJECTS1&pt_fname=EPPC_STRUCTURE_PROJECTS1&PortalCacheContent=true&PSCache-Control=role%2Cmax-age%3D60































Related > Project Costing > Activity Options > Activity Types

PC Employee Rates

Main Menu > Set Up Financials/Supply Chain > Product Related > Project Costing > Pricing Structure > Rates by Employee

PC Projects Main Menu > Project Costing > Project Definition > General Information

PC Team Main Menu > Project Costing> Project Definition> Team

PC Organization Main Menu > Project Costing > Project Definition> Organization

PC Status Main Menu > Project Costing > Project Definition > Status

PC Activities 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 Data Element Source System Target SystemPC Projects PROJECT_GENERALPC Organization PSA_ORGPRJ_DEFNPC Team PROJECT_TEAM1PC Status PC_PRJ_STATUS_PNLGPC Activities PROJECT_ACTIVITYPC Transactions INTFC_PROJ_EXPRESS

3.2.1.3 Component Interface(s)The following component interfaces will be used for extracting data from PS 8.8 system that will be moved to PS 9.0 system.

Module Data Element Source System Target SystemPC Projects PROJECT_GENERAL PROJECT_INTFC_PROJPC Organization FO_PSA_DEFN FO_PSA_DEFN









PC Activities PROJECT_ACTIVITY PROJECT_INTFC_ACTPC Transactions PROJECT_STG_RESOURCES

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 Source System Target SystemPC Project Types PROJ_TYPE_TBL,PROJ

_TYPE_RATE, PROJ_TYPE_LANG

PROJ_TYPE_TBL,PROJ_TYPE_RATE, PROJ_TYPE_LANG

PC Activity Types PROJ_ACT_TBL, PROJ_ACT_LANG

PROJ_ACT_TBL, PROJ_ACT_LANG

PC Project Roles PROJ_ROLE, PROJ_ROLE_LANG

PROJ_ROLE, PROJ_ROLE_LANG

PC Employee Rates PC_RATE_EMPL PC_RATE_EMPLPC Integration Template PC_INT_TMPL;PC_INT_

TMPL_LNG;PC_INT_TMPL_GL; PC_INTMPL_GL_LG;

PC_INT_TMPL;PC_INT_TMPL_LNG;PC_INT_TMPL_GL; PC_INTMPL_GL_LG;

3.3 Rules for migration 1. Only Active Projects to be migrated to INDIA business unit of 9.0. The project

effective status should be either 'A' or if the end date of the project >= 1st Nov 2011.

2. Project Opportunity details to be loaded into the custom place holders in 9.0.3. The project organization chartfield values to be moved are: business_unit_gl,

department, operating unit, end customer and service operation. End Customer and Service Operation to be derived.

4. Only Active Activities for the above active projects to be moved. CONSULTING activity map to PROJECT PLAN. The bill plan details will be used to create project milestone activities. Percent Complete to be derived from Budgeting.

5. Project transactions for billing worksheet data needs to be migrated with the condition of transaction status being not distributed for invoice generation.

6. Other project transactions marked as billable however Final Invoice is not generated.

7. All team members in the above active projects.8. While moving the team members, map the Project Manager to the PM role, all

other members will be moved with a default project role being used in PS 9.0.9. Project security details are migrated to contract support team tables in PS 9.0.

3.4 Utilities

3.4.1 Excel to CI Utility

3.4.1.1 Connection Information

Source System Target System

3.4.1.2 CI NameSource System Target System

3.4.1.3 Data File

3.4.2 Data Mover Scripts

3.4.2.1 DMS File

3.4.2.2 DAT File

3.4.3 File Layouts

3.4.3.1 Record NamesSource System Target System

Record DetailsName : New/Updated : NewRecord Type : SQL tableSl No. Field Name Type Length Edit Key

3.4.4 Application EngineCreate the application engine IGS_DM_PRJAE which will be used to extract the data from the following component interfaces described in the source system columns:

Projects refer: 3.2.1.3Activities refer: 3.2.1.3

Transactions refer: 3.2.1.3Organization 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: 3.2.1.3Activities refer: 3.2.1.3Transactions refer: 3.2.1.3Organization refer: 3.2.1.3

3.4.4.1 State Record(s)Record Name


3.4.4.2 Temporary Record(s)Record Name


3.4.5 SQL scripts for ETL

3.4.6 Third Party Application

3.4.6.1 Integration Broker

MessageSource System Target System

Service OperationSource System Target System

External Node DetailsSource System Target System

WSDL FileSource System Target System

3.5 Technical Details

Source System1. Application engine to be created as described in section 3.4.4 above.2. Logic for the application engine: Extract the projects data using the project CI described in 3.2.1.3 above. Logic should be written to extract project which are either active or whose end date is

greater than or equal to ’01-nov-2011’. The percent complete data for all the projects to be overridden with the data provided

by support. Also the Project Manager data from 8.8 should be moved into the

PROJECT_MANAGER field in 9.0 CI. Once the projects are loaded, update the Opportunity details in the following custom

place holders: Extract all the team members from the project team. The project manager should be

moved using the project manager role PM DEL. Extract the organization details for projects and add additional chartfield values of

‘End Customer’ being derived from contract project association and ‘Service Offering’ provided by Delivery.

Extract the activities for the above projects using the activity CI described in 3.2.1.3 above.

Also if the project activity is associated to a contract line, which has milestone events associated, those milestones will become activities as follows:

a. Two additional levels of activities will be created. At the second level we have to create activity id 'BILLING_MIL' below the 'Project plan' activity.

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.

Source to Target record field mapping

Projects

Target Field Name Type Description Source Record Source Field Name

INTFC_ID Number Batch interface identifier. 99999INTFC_LINE_NUM Number Unique batch line identifier. Calculated valueBUSINESS_UNIT Character Prompts from the SP_BU_PC_NONVW table. PROJECT BUSINESS_UNITPROJECT_ID Character Unique project identifier. PROJECT PROJECT_IDINTEGRATION_TMPL Character Must be a value from the Integration Template

table (PC_INT_TMPL). Default value is INTE-GRATION_TMPL.OPR_DEF_TBL_PC if not pro-vided in the source file.

PROJECT INTEGRATION_TMPL

DESCR Character Project description up to 30 characters. PROJECT DESCRPROJECT_TYPE Character Prompts from the PROJ_TYPE_TBL table. PROJECT PROJECT_TYPE

Note. The default value of the rate set or rate plan is based on the project type if you associate a predefined rate set or rate plan with the project type and include the project type in the source file.

DESCR254 Character Project description up to 254 characters. PROJECT_DESCR DESCR254TEAM_MEMBER Character Must be a value from the PROJ_TEAM_VW ta-

ble.PROJ_TEAM_SCHED TEAM_MEMBER

PROJ_ROLE Character Project team member's project role. Prompts from the Project Role table (PROJ_ROLE).

PROJ_TEAM_SCHED PROJ_ROLE

EMAILID Character Project team member's email ID. PROJ_TEAM_SCHED EMAILID

MANAGER_EFFDT Date 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 ap-pears. MANAGER_EFFDT, if left blank, is popu-lated with the current date. PROJECT_MGR

EFFDT

PROJECT_MANAGER Character 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_MGR

PROJECT_MANAGER

ROLE_TYPE Character Project team member's role type. If PROJECT_MANAGER is populated, this field is required to save the page. PROJECT_MGR

ROLE_TYPE

MANAGER_START_DT Date 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 ap-pears. PROJECT_MGR

START_DT

MANAGER_END_DT Date If PROJECT_MANAGER is populated, this field is required to save the page. PROJECT_MGR

END_DT

STATUS_EFFDT Date Project's status effective date. Populated with %Date (current server date) if not provided in the source file. PROJ_STATUS_TBL

EFFDT

PROJECT_STATUS Character 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 pro-cessing status in the PROJ_STATUS_TBL table. If a project status is not provided, the default is based on the PC_STAT_DEFAULT table.

PROJ_STATUS_TBL

PROJECT_STATUS

START_DT Date Project team member's start date. PROJ_TEAM_SCHED START_DTEND_DT Date Project team member's end date. PROJ_TEAM_SCHED END_DTPERCENT_COMPLETE Number Percent project is completed. PROJECT PERCENT_COMPLETEPROJECT_USER1 Character User-definable field. PROJECT PROJECT_USER1PROJECT_USER2 Character User-definable field. PROJECT PROJECT_USER2PROJECT_USER3 Character User-definable field. PROJECT PROJECT_USER3PROJECT_USER4 Character User-definable field. PROJECT PROJECT_USER4PROJECT_USER5 Character User-definable field. PROJECT PROJECT_USER5PROJECT_USER_DT6 Date User-definable field. PROJECT PROJECT_USER_DT6PROJECT_USER_DT2 Date User-definable field. PROJECT PROJECT_USER_DT2PC_USER_CURRENCY Character User-definable field. Prompts from the CUR-

RENCY_CD_TBL table.PROJECT PC_USER_CURRENCY

PROJECT_USERAMT1 Sign User-definable field. PROJECT PROJECT_USERAMT1PROJECT_USERAMT2 Sign User-definable field. PROJECT PROJECT_USERAMT2PROJECT_USERAMT1 Sign User-definable field. PROJECT PROJECT_USERAMT1SET_OVERRIDE Character 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.

PROJECT SET_OVERRIDE

EARLY_START_DT Date Early start date. PROJECT EARLY_START_DTEARLY_FINISH_DT Date Early finish date. PROJECT EARLY_FINISH_DT

ACTUAL_START_DT Date Actual start date. PROJECT ACTUAL_START_DTACTUAL_FINISH_DT Date Actual finish date. PROJECT ACTUAL_FINISH_DTBASELINE_START_DT Date Baseline start date. PROJECT BASELINE_START_DTBASELINE_FINISH_DT Date Baseline finish date. PROJECT BASELINE_FINISH_DTLATE_START_DT Date Late start date. PROJECT LATE_START_DTLATE_FINISH_DT Date Late finish date. PROJECT LATE_FINISH_DTPC_SCH_PRODUCT Character 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.

FS 8.8

PC_SCH_FIELD1 Character Third-party project ID. If you import from a third-party product, this field is used to store the project ID that is from the third-party product.

PROJECT PROJECT_ID

PC_SCH_FIELD2 Character Third-party project description up to 40 charac-ters.

PROJECT DESCR

SUMMARY_PRJ Character Flag that designates if the project is a summary or a detail project. Default value is N (no).

PROJECT SUMMARY_PRJ

ENFORCE Character 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.

PROJECT ENFORCE

ENFORCE_TYPE Character 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.

PROJECT ENFORCE_TYPE

PC_PROCESS_STATUS Character 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.

A

PROJ_REQUEST_ID Character Project request ID. PROJECT PROJ_REQUEST_IDPPK_PROJ_VERSION Character Project request version. PROJECT PPK_PROJ_VERSIONPGM_SCHED_METHOD Character Schedule method, such as fixed units, duration,

and work. Default value is BUS_UNIT_OPT_PC.PGM_SCHED_METHOD.

PROJECT PGM_SCHED_METHOD

PC_PERCENT_DTTM Date/Time Percent complete date and time. PROJECT PC_PERCENT_DTTMHOLIDAY_LIST_ID Character Holiday calendar. Default value is

BUS_UNIT_OPT_PC.HOLIDAY_LIST_ID.PROJECT HOLIDAY_LIST_ID

PLAN_STARTDT Date Planned start date. PROJ_TEAM_SCHED PLAN_STARTDTPLAN_ENDDT Date Planned end date. PROJ_TEAM_SCHED PLAN_ENDDTPLAN_PROJROLE Character Primary project role. Prompts from Project Role

table (PROJ_ROLE).PROJ_TEAM_SCHED PLAN_PROJROLE

PC_CALCULATE_SW Character Calculate manually, delay calculations until save, or calculate in real time. Default value is BUS_UNIT_OPT_PC.PC_CALCULATE_SW.

PROJECT PC_CALCULATE_SW

CHARGING_LEVEL Character 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.

PROJECT CHARGING_LEVEL

Activities

Target Field Name Type Description Source Record Source Field Name

INTFC_ID Number Batch interface identifier. 88888INTFC_LINE_NUM Number Unique batch line identifier. Calculated valueBUSINESS_UNIT Character Prompts from the

SP_BU_PC_NONVW table.PROJ_ACTIVITY BUSINESS_UNIT

PROJECT_ID Character 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 re-quired. However, if you perform up-date to projects, or incrementally add activities to projects, PROJECT_IDs are required and are validated against the PROJECT table.

PROJ_ACTIVITY PROJECT_ID

ACTIVITY_ID Character Activity IDs are to be moved as is. Only the CONSULTING activity ID will be mapped to PROJECT_PLAN activ-ity. Mapping will be done in ETL. Also milestone activities will be derived and moved.

PROJ_ACTIVITY ACTIVITY_ID

ACTIVITY_DESCR Character Activity description up to 30 charac-ters.

PROJ_ACTIVITY ACTIVITY_DESCR

ACTIVITY_TYPE Character Prompts from the PROJ_ACT_TBL table. Default value is CODE.

PROJ_ACTIVITY ACTIVITY_TYPE

PERCENT_COMPLETE Number Schedule status percent complete. Calculated value

EARLY_START_DT Date Early start date. PROJ_ACTIVITY EARLY_START_DTLATE_START_DT Date Late start date. PROJ_ACTIVITY LATE_START_DTACTUAL_START_DT Date Actual start date. PROJ_ACTIVITY ACTUAL_START_DT

EARLY_FINISH_DT Date Early finish date. PROJ_ACTIVITY EARLY_FINISH_DTLATE_FINISH_DT Date Late finish date. PROJ_ACTIVITY LATE_FINISH_DTACTUAL_FINISH_DT Date Actual finish date. PROJ_ACTIVITY ACTUAL_FINISH_DT

BASELINE_FINISH_DT Date Baseline finish date. PROJ_ACTIVITY BASELINE_FINISH_DT

BASELINE_START_DT Date Baseline start date. PROJ_ACTIVITY BASELINE_START_DT

ACTIVITY_USER1 Character User-definable field. PROJ_ACTIVITY ACTIVITY_USER1ACTIVITY_USER2 Character User-definable field. PROJ_ACTIVITY ACTIVITY_USER2ACTIVITY_USER3 Character User-definable field. PROJ_ACTIVITY ACTIVITY_USER3ACTIVITY_USER4 Character User-definable field. PROJ_ACTIVITY ACTIVITY_USER4ACTIVITY_USER5 Character User-definable field. PROJ_ACTIVITY ACTIVITY_USER5PC_ACT_USER_DT1 Date User-definable field. PROJ_ACTIVITY PC_ACT_USER_DT1

PC_ACT_USER_DT2 Date User-definable field. PROJ_ACTIVITY PC_ACT_USER_DT2

PC_USER_CURRENCY Character User-definable field. Prompts from the CURRENCY_CD_TBL table.

PROJ_ACTIVITY PC_USER_CURRENCY

PC_ACT_USERAMT1 Sign User-definable field. PROJ_ACTIVITY PC_ACT_USERAMT1



DESCR254 Character Activity description up to 254 charac-ters.

PROJ_ACT_DESCR DESCR254

ACTIVITY_STATUS Character Activity status. Prompts from the PROJ_STATUS_TBL table. Latest ef-fective status.

PROJ_ACT_STATUS ACTIVITY_STATUS

ACT_STATUS_EFFDT Date Activity status effective date. Popu-lated with %Date (current server date) if not provided in the source file. Lat-est status effective date.

PROJ_ACT_STATUS EFFDT

START_DT Date Activity start date. PROJ_ACTIVITY START_DTEND_DT Date Activity end date. PROJ_ACTIVITY END_DTACTIVITY_PRIORITY Number Activity priority. PROJ_ACTIVITY ACTIVITY_PRIORITY

ACT_PCT_COMPLETE Number Activity percentage complete. PROJ_ACTIVITY ACT_PCT_COMPLETE

PC_MILESTONE_FLG Character Indicates if activity is a milestone. PROJ_ACTIVITY PC_MILESTONE_FLG

AFUDC_ACT_SW Character Allows interest calculations for this project activity.

PROJ_ACTIVITY AFUDC_ACT_SW

PC_DURATION Number Duration. PROJ_ACTIVITY PC_DURATIONENFORCE Character Identifies the enforce project team op-

tion, such as PeopleSoft Expenses only, PeopleSoft Time and Labor only, Expenses and Time and Labor, or do not enforce.

PROJ_ACTIVITY ENFORCE

PC_CHC_ACT_SW Character Enables change control. Default value is PROJECT.PC_CHC_SW.

PROJ_ACTIVITY PC_CHC_ACT_SW

PGM_SCHED_METHOD Character Schedule method, such as fixed units, duration, and work. Default value is PROJECT.PGM_SCHED_METHOD.

PROJ_ACTIVITY PGM_SCHED_METHOD

WBS_ID Character Coded hierarchy identifier for each activity.

Calculated

HGRID_LEVEL_SBR Subrecord Hierarchy grid subrecord.

Calculated

LEVEL1 Number CalculatedLEVEL2 Number CalculatedLEVEL3 Number CalculatedLEVEL4 Number CalculatedLEVEL5 Number CalculatedLEVEL6 Number CalculatedLEVEL7 Number Calculated

LEVEL8 Number CalculatedLEVEL9 Number CalculatedLEVEL_NUM Number CalculatedDEADLINE_DT Date Deadline date. PROJ_ACTIVITY DEADLINE_DTCONSTRAINT_DT Date Constraint date. PROJ_ACTIVITY CONSTRAINT_DTCONSTRAINT_TYPE Character Constraint type. PROJ_ACTIVITY CONSTRAINT_TYPE

COSTING_ACT_SW Character Activity costing flag. Indicates whether an activity is available for charging.

PROJ_ACTIVITY COSTING_ACT_SW

PC_ACT_OWNER Character Activity owner. Prompts from PC_TEAM_PROM_VW table.

PROJ_ACTIVITY PC_ACT_OWNER

CURRENCY_CD Character Default value is PROJECT.CUR-RENCY_CD.

PROJ_ACTIVITY CURRENCY_CD

PC_ACT_DEF_CALC_MT Character Activity calculation method. Default value is PROJECT.PC_ACT_DEF_CALC_MT.

PROJ_ACTIVITY PC_ACT_DEF_CALC_MT

Transactions

Target Field Name Type Description Source Record Source Field

INTFC_ID Number Batch interface identi-fier.

77777

INTFC_LINE_NUM Number Unique batch line identi-fier.

Calculated

PC_RES_INTF_SBR Subrecord

BUSINESS_UNIT Character Prompts from the SP_BU_PC_NONVW table.

PROJ_RESOURCE BUSINESS_UNIT

PROJECT_ID Character Prompts from the SP_PROJ_NONVW ta-ble.

PROJ_RESOURCE PROJECT_ID

ACTIVITY_ID Character Prompts from the PROJ_ACT_VW table.

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 Prompts from the SP_BUPCIT_NONVW table.

PROJ_RESOURCE BUSINESS_UNIT_GL

BUSINESS_UNIT_PC Character Project business unit. 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 General ledger 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

ACCOUNT Character Prompts from the GL_ACCT_BUGL_VW table.

PROJ_RESOURCE ACCOUNT

ALTACCT Character Prompts from the ALT_BUGL_VW table.

Derived

DEPTID Character Prompts from the DEP-TID_BUGL_VW table.

PROJ_RESOURCE DEPTID

CF16_AN_SBR Character ChartField subrecord.

OPERATING_UNIT Character Prompts from the OPE-RUNT_BUGL_VW table.

PROJ_RESOURCE OPERATING_UNIT

PRODUCT Character Prompts from the PRODUCT_BUGL_VW table.

Derived

FUND_CODE Character Prompts from the FUND_BUGL_VW table.

Derived

CLASS_FLD Character Prompts from the CLASSCF_BUGL_VW table.

Derived

PROGRAM_CODE Character Prompts from the PRO-GRAM_BUGL_VW ta-ble.

Derived

BUDGET_REF Character Prompts from the BUD_REF_BUGL_VW table.

Derived

AFFILIATE Character Prompts from the AFFIL-IATE_VW table.

PROJ_RESOURCE

AFFILIATE_INTRA1 Character Intraunit affiliate 1. Derived

AFFILIATE_INTRA2 Character Intraunit affiliate 2. Derived

CHARTFIELD1 Character Prompts from the CF1_BUGL_VW table.

Derived


Derived


Derived

BUS_UNIT_GL_FROM Character Prompts from the Inte-gration Template Gen-eral Ledger table (PC_INT_TMPL_GL).

PROJ_RESOURCE BUS_UNIT_GL_FROM

CURRENCY_CD Character Prompts from the Cur-rency Codes table (CURRENCY_CD_TBL).

PROJ_RESOURCE CURRENCY_CD

STATISTICS_CODE Character Prompts from the STAT_BUGL_VW table.

PROJ_RESOURCE STATISTICS_CODE

LEDGER_GROUP Character Prompts from the SP_LEDGPC_NONVW table.

PROJ_RESOURCE LEDGER_GROUP

ANALYSIS_TYPE Character Analysis type. PROJ_RESOURCE ANALYSIS_TYPE

RESOURCE_TYPE Character Prompts from the Project Resource Type table (PROJ_RES_TYPE).

PROJ_RESOURCE RESOURCE_TYPE

RESOURCE_CATEGORY Character Category. PROJ_RESOURCE RESOURCE_CATEGORY

RESOURCE_SUB_CAT Character Subcategory. PROJ_RESOURCE RESOURCE_SUB_CAT

RES_USER1 Character Transaction user 1. PROJ_RESOURCE RES_USER1





TRANS_DT Date Transaction date. PROJ_RESOURCE TRANS_DT

ACCOUNTING_DT Date Accounting date. PROJ_RESOURCE ACCOUNTING_DT

JRNL_LN_REF Character Journal line reference. PROJ_RESOURCE JRNL_LN_REF

OPEN_ITEM_STATUS Character Prompts from the field's translate values.

PROJ_RESOURCE OPEN_ITEM_STATUS

LINE_DESCR Character Journal line description. PROJ_RESOURCE LINE_DESCR

JRNL_LINE_STATUS Character Prompts from the field's translate values.

PROJ_RESOURCE JRNL_LINE_STATUS

JOURNAL_LINE_DATE Date Journal line date. PROJ_RESOURCE JOURNAL_LINE_DATE

FOREIGN_CURRENCY Character Prompts from the FRGN_CURR_VW ta-ble.

PROJ_RESOURCE FOREIGN_CURRENCY

RT_TYPE Character Prompts from the Mar-ket Rate Data Types ta-ble (RT_TYPE_TBL).

PROJ_RESOURCE RT_TYPE

FOREIGN_AMOUNT Sign Foreign amount. PROJ_RESOURCE FOREIGN_AMOUNT

RATE_MULT Sign Rate multiplier. PROJ_RESOURCE RATE_MULT

RATE_DIV Number Rate divisor. PROJ_RESOURCE RATE_DIV

CUR_EFFDT Date Currency effective date. PROJ_RESOURCE CUR_EFFDT

PC_DISTRIB_STATUS Character Prompts from the field's translate values.

PROJ_RESOURCE PC_DISTRIB_STATUS

GL_DISTRIB_STATUS Character Prompts from the field's translate values.

PROJ_RESOURCE GL_DISTRIB_STATUS

PROJ_TRANS_TYPE Character Prompts from the Project Transaction Types table (PROJ_TRANS_TYPE).

PROJ_RESOURCE PROJ_TRANS_TYPE

PROJ_TRANS_CODE Character Prompts from the Project Transaction Codes table (PROJ_TRANS_CODE).

PROJ_RESOURCE PROJ_TRANS_CODE

RESOURCE_STATUS Character Transaction status. PROJ_RESOURCE RESOURCE_STATUS

DESCR Character Description. PROJ_RESOURCE DESCR

UNIT_OF_MEASURE Character Prompts from the Units of Measure table (UNITS_TBL).

PROJ_RESOURCE UNIT_OF_MEASURE

EMPLID Character Prompts from the PROJ_TEAM_VW table.

PROJ_RESOURCE EMPLID

EMPL_RCD Number Employee record num-ber.

PROJ_RESOURCE EMPL_RCD

SEQ_NBR Number Sequence number. PROJ_RESOURCE SEQ_NBR

TIME_RPTG_CD Character Time reporting code. 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 ta-ble.

PROJ_RESOURCE BUSINESS_UNIT_AP

VENDOR_ID Character Prompts from the PROJ_VENDOR_VW table.

PROJ_RESOURCE VENDOR_ID

VOUCHER_ID Character Voucher ID. PROJ_RESOURCE VOUCHER_ID

VOUCHER_LINE_NUM Number Voucher line number. PROJ_RESOURCE VOUCHER_LINE_NUM

APPL_JRNL_ID Character Prompts from the Jour-nal Generator template table (JRNLGEN_APPL_ID).

PROJ_RESOURCE APPL_JRNL_ID

PYMNT_CNT Number Payments. PROJ_RESOURCE PYMNT_CNT

DST_ACCT_TYPE Character Prompts from the field's translate values.

PROJ_RESOURCE DST_ACCT_TYPE

PO_DISTRIB_STATUS Character Prompts from the field's translate values.

PROJ_RESOURCE PO_DISTRIB_STATUS

BUSINESS_UNIT_PO Character Prompts from the SP_BU_PM_NONVW table.

PROJ_RESOURCE BUSINESS_UNIT_PO

REQ_ID Character Requisition ID. PROJ_RESOURCE REQ_ID

REQ_LINE_NBR Number Requisition line number. PROJ_RESOURCE REQ_LINE_NBR

REQ_SCHED_NBR Number Requisition schedule number.

PROJ_RESOURCE REQ_SCHED_NBR

REQ_DISTRIB_NBR Number Requisition distribution number.

PROJ_RESOURCE REQ_DISTRIB_NBR

PO_ID Character Purchase order number. PROJ_RESOURCE PO_ID

DUE_DATE Date Delivery due date from. 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 Prompts from the field's translate values.

PROJ_RESOURCE AM_DISTRIB_STATUS

BUSINESS_UNIT_AM Character Prompts from the SP_BU_AM_NONVW table.

PROJ_RESOURCE BUSINESS_UNIT_AM

ASSET_ID Character Prompts from the PROJ_ASSET_VW ta-ble.

PROJ_RESOURCE ASSET_ID

PROFILE_ID Character Prompts from the PRO-FILE_PCAM_VW table.

PROJ_RESOURCE PROFILE_ID

COST_TYPE Character Prompts from the Asset Cost Type Definition ta-ble (COST_TYPE_TBL).

PROJ_RESOURCE COST_TYPE

BOOK Character Asset book name. PROJ_RESOURCE BOOK

INCENTIVE_ID Character Prompts from the PC_PROJ_GNT_VW ta-ble.

PROJ_RESOURCE INCENTIVE_ID

MSTONE_SEQ Number Milestone sequence. PROJ_RESOURCE MSTONE_SEQ

CONTRACT_NUM Character Prompts from the CA_CONTRACT_VW table.

PROJ_RESOURCE CONTRACT_NUM

CONTRACT_LINE_NUM Number Contract line number. PROJ_RESOURCE CONTRACT_LINE_NUM

CONTRACT_PPD_SEQ Number Prepaid add sequence. PROJ_RESOURCE CONTRACT_PPD_SEQ

BI_DISTRIB_STATUS Character Prompts from the field's translate values.

PROJ_RESOURCE BI_DISTRIB_STATUS

BUSINESS_UNIT_BI Character Prompts from the SP_BU_BI_NONVW ta-ble.

PROJ_RESOURCE BUSINESS_UNIT_BI

BILLING_DATE Date Billing date. PROJ_RESOURCE BILLING_DATE

INVOICE Character Invoice. PROJ_RESOURCE INVOICE

REV_DISTRIB_STATUS Character Prompts from the field's translate values.

PROJ_RESOURCE REV_DISTRIB_STATUS

BUSINESS_UNIT_AR Character Prompts from the SP_BUARED_NONVW table.

PROJ_RESOURCE BUSINESS_UNIT_AR

CUST_ID Character Prompts from the PROJ_CUST_VW table.

PROJ_RESOURCE CUST_ID

ITEM Character Prompts from the ITEM_OPEN_PC_VW table.

PROJ_RESOURCE ITEM

ITEM_LINE Number Item line. PROJ_RESOURCE ITEM_LINE

ITEM_SEQ_NUM Number Item sequence number. PROJ_RESOURCE ITEM_SEQ_NUM

DST_SEQ_NUM Number Distribution sequence. PROJ_RESOURCE DST_SEQ_NUM

EX_DOC_ID Character PeopleSoft Expenses document ID.

PROJ_RESOURCE EX_DOC_ID

EX_DOC_TYPE Character Prompts from the field's translate values.

PROJ_RESOURCE EX_DOC_TYPE

RESOURCE_QUANTITY Sign Quantity. PROJ_RESOURCE RESOURCE_QUANTITY

RESOURCE_AMOUNT Sign Project business unit amount.

PROJ_RESOURCE RESOURCE_AMOUNT

BUDGET_HDR_STATUS Character Prompts from the field's translate values.

PROJ_RESOURCE BUDGET_HDR_STATUS

KK_AMOUNT_TYPE Character Prompts from the field's translate values.

PROJ_RESOURCE KK_AMOUNT_TYPE

KK_TRAN_OVER_FLAG Character Override transaction. PROJ_RESOURCE KK_TRAN_OVER_FLAG

KK_TRAN_OVER_OPRID Character Override user ID. PROJ_RESOURCE KK_TRAN_OVER_OPRID

KK_TRAN_OVER_DTTM DtTm Override date. PROJ_RESOURCE KK_TRAN_OVER_DTTM

BUDGET_OVER_ALLOW Character Budget overrun allowed. PROJ_RESOURCE BUDGET_OVER_ALLOW

BUDGET_LINE_STATUS Character Prompts from the field's translate values.

PROJ_RESOURCE BUDGET_LINE_STATUS

BUDGET_DT Date Budget date. PROJ_RESOURCE BUDGET_DT

LEDGER Character Prompts from the SP_LEDPC_NONVW table.

PROJ_RESOURCE LEDGER

BD_DISTRIB_STATUS Character Prompts from the field's translate values.

PROJ_RESOURCE BD_DISTRIB_STATUS

BUSINESS_UNIT_BD Character Prompts from the SP_BUPCBD_NONVW table.

PROJ_RESOURCE BUSINESS_UNIT_BD

FA_STATUS Character F&A status. PROJ_RESOURCE FA_STATUS

TIME_SHEET_ID Character Time report ID. 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 Distribution line number. PROJ_RESOURCE VCHR_DIST_LINE_NUM

PM_REVIEWED Character Prompts from the field's translate values.

PROJ_RESOURCE PM_REVIEWED

PRICED_RATE Sign Priced rate. PROJ_RESOURCE PRICED_RATE

ACTIVITY_ID_DETAIL Character Prompts from the Activ-ity ID Detail Prompt ta-ble (PC_ACT_DETAIL).

PROJ_RESOURCE ACTIVITY_ID_DETAIL

CST_DISTRIB_STATUS Character Prompts from the field's translate values.

PROJ_RESOURCE CST_DISTRIB_STATUS

TXN_LMT_TRANS_ID Character Transaction limit ID. PROJ_RESOURCE TXN_LMT_TRANS_ID

EVENT_NUM Number Event number. PROJ_RESOURCE EVENT_NUM

CA_FEE_STATUS Character Prompts from the field's translate values.

PROJ_RESOURCE CA_FEE_STATUS

FMS_WHO_SBR Subrecord Date, time and operator subrecord.

PROJ_RESOURCE

FMS_DTTM_STAMP DtTm Date/time stamp. PROJ_RESOURCE FMS_DTTM_STAMP

FMS_OPRID Character Operator ID. PROJ_RESOURCE FMS_OPRID

FMS_LASTUPDDTTM DtTm Last update date/time. PROJ_RESOURCE FMS_LASTUPDDTTM

FMS_LASTUPDOPRID Character Last update user ID. PROJ_RESOURCE FMS_LASTUPDOPRID

PROJ_ROLE Character Project role. Prompts from the PROJ_ROLE_SECVW table.

PROJ_RESOURCE PROJ_ROLE

START_DATE Date Start date for Gen Stand.

PROJ_RESOURCE START_DATE

END_DATE Date End date. PROJ_RESOURCE 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 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

3.6 Report LayoutN/A

4. ISSUES AND ASSUMPTIONS

Issues:1. No movement of bench and management projects and their resources. They will be

tracked using the cost codes in PS 9.0 system.2. Business will provide the additional details for End Customer and Service offering and

they will be moved as part of Organization structure for Projects.3. Project Managers have to create the project plan; once the projects are moved into PS 9.0

from PS 8.8 including assigning team members to activities.4. Communication for employee expenses transactions to be closed by December 2011 for

projects ending earlier than 31-Oct-2011 as those projects will not be migrated to new environment.

5. By mid November, project managers are given training and demo instances to evaluate the effort required for managing projects in the new PS 9.0 system.

6. PS 8.8 finance support team to provide the percent completion numbers for migration.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.

Documents

Data Migration Projects TDD(1)