Inbound Project Details (PCI006)
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Inbound Project Details (PCI006)
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Interface Description
The Inbound Interface for Project Details is intended to provide agency users with the ability to systematically establish and/or update project information within Florida PALM from their Agency Business System. Agencies using projects to capture, track, and report financial and non-financial information have the option to utilize this inbound interface to seamlessly provide information to the Florida PALM application. Using this option provides the agencies with a method other than manually accessing Florida PALM and entering this information each time a new project is established and/or an update is needed for an established project. Updates such as project title, project description, project status, project beginning and end dates, and various other project specific information can be handled with this interface. Agencies will be able to readily access project information within Florida PALM and compare project information stored within their Agency Business Systems.
Click below to view the interface file layout and sample data file.
Business Process Model
This interface can be found in the following business processes:
Selection Criteria
The interface data selection criteria include the following:
Data Field | Data Field Details |
|---|---|
Project Costing Business Unit | Required |
File Layout
Field names and descriptions from the interface layout are provided below. Please refer to the detailed interface layout and sample data file.
| Data Field Name | Record Type | Data Field Description |
|---|---|---|
| Record Code | Project Header | Indicates Project Header information. This field is the row identifier and should be added at the start of each header row. |
| PC Business Unit | Project Header | Used to define an organization or organizational subset that is independent with regards to one or more accounting or operational functions for Project related ChartFields. |
| Project | Project Header | Represents the Project ChartField which is used to capture a planned undertaking of something to be accomplished or produced, having a beginning and ending date, for which expenditures/costs and revenues are to be tracked. |
| Project Status | Project Header | Status of the project as of current system date |
| Project Description | Project Header | Project Description to briefly define the project's purpose. This field is also used as the Project's Title |
| Project Type | Project Header | Identifier of the type of project |
| Project User 1 | Project Header | Project User Field 1; Open text field available for agency use. |
| Project User 2 | Project Header | Project User Field 2; Open text field available for agency use. |
| Project User 3 | Project Header | Project User Field 3; Open text field available for agency use. |
| Project User 4 | Project Header | Project User Field 4; Open text field available for agency use. |
| Project User 5 | Project Header | Project User Field 5; Open text field available for agency use. |
| Project Amount 1 | Project Header | Project User Field Amount 1; Field is available for agency use. |
| Project Amount 2 | Project Header | Project User Field Amount 2; Field is available for agency use. |
| Project Amount 3 | Project Header | Project User Field Amount 3; Field is available for agency use. |
| Project Percent Complete | Project Header | Represents the progress of a project and to assess progress at different levels of the project cycle. |
| Project Start Date | Project Header | Represents the project start date. The start date has to be before or equal to Project's Activity Start Date. Project Start Date should be before the Project End Date. |
| Project End Date | Project Header | Represents the date that the project ends. The end date has to be greater than or equal to Project's Activity End Date. |
| Is this a Construction Project? | Project Header | This will be a question in the file layout but will be reflected as an Event which will be configured in Florida PALM |
| Is the Project Under Contract? | Project Header | This will be a question in the file layout but will be reflected as an Event which will be configured in Florida PALM |
| Filler 1 | Project Header | This field is reserved for future use in Florida PALM. |
| Filler 2 | Project Header | This field is reserved for future use in Florida PALM. |
| Filler 3 | Project Header | This field is reserved for future use in Florida PALM. |
| Filler 4 | Project Header | This field is reserved for future use in Florida PALM. |
| Filler 5 | Project Header | This field is reserved for future use in Florida PALM. |
| Record Code | Activity Header | Indicates Activity Header information. This field is the row identifier and should be added at the start of each header row. |
| PC Business Unit | Activity Header | Used to define an organization or organizational subset that is independent with regards to one or more accounting or operational functions for Project related ChartFields. |
| Project | Activity Header | Represents the Project ChartField which is used to capture a planned undertaking of something to be accomplished or produced, having a beginning and ending date, for which expenditures/costs and revenues are to be tracked. |
| Activity | Activity Header | Tracks specific tasks that make up a Project and records transactional details; a Project must have at least one associated Activity ID. |
| Activity Status | Activity Header | Status of the project as of current system date |
| Activity Type | Activity Header | Activity Type identify and group activities to facilitate analysis and reporting on similar activities across projects. |
| Activity Description | Activity Header | Activity Description, used to provide brief description of the activity and also becomes the activity title. |
| Activity Start Date | Activity Header | Start Date of the Activity; can be equal or greater than the Project Start Date. Activity Start Date should be before the Project and Activity End Date. |
| Activity End Date | Activity Header | End Date of the Activity; can be equal or before to the Project End Date. |
| Activity User 1 | Activity Header | Activity User Field 1; Open text field available for agency use. |
| Activity User 2 | Activity Header | Activity User Field 1; Open text field available for agency use. |
| Activity User 3 | Activity Header | Activity User Field 1; Open text field available for agency use. |
| Activity User 4 | Activity Header | Activity User Field 1; Open text field available for agency use. |
| Activity User 5 | Activity Header | Activity User Field 1; Open text field available for agency use. |
| Activity Amount 1 | Activity Header | Activity User Field Amount 1; Field is available for agency use. |
| Activity Amount 2 | Activity Header | Activity User Field Amount 1; Field is available for agency use. |
| Activity Amount 3 | Activity Header | Activity User Field Amount 1; Field is available for agency use. |
| Filler 1 | Activity Header | This field is reserved for future use in Florida PALM. |
| Filler 2 | Activity Header | This field is reserved for future use in Florida PALM. |
| Filler 3 | Activity Header | This field is reserved for future use in Florida PALM. |
| Filler 4 | Activity Header | This field is reserved for future use in Florida PALM. |
| Filler 5 | Activity Header | This field is reserved for future use in Florida PALM. |
Version History
Date | Revision Description |
|---|---|
| 06/04/2024 | Original Version |
| 10/31/2024 | Updated based Version History 10/03/2024: Updated Activity Type from Required to Not Required |
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