Creating period of performance (POP) templates

Period of Performance (POP) templates are used to establish data tolerances for projects by system code. After a POP template is created, it can be assigned to a summary level project and its children, or to a posting level project.

Project transactions can occur between the project begin and end dates. The Project Date Edit field on the FEG is used to determine whether the date validation occurs on the transaction date or on the posting date. When POP dates are used, the transaction date or the posting date is compared to the POP date for the system code. For example, costs can be incurred before the project begin date in Requisitions or Purchasing and costs can be incurred after the project end date in Payables or Project Ledger.

To distribute labor before the posting project begin date, the Pre-Award Assignment Days for the project and the POP for the PR system code are required. For example, if the project date range is 01/01/2024-10/31/2028, and the project Pre-Award Assignment Days is 30, then the assignment begin date is 12/02/2023. The POP is created for system code PR and 30 is specified in the Lead Days field.

Use this procedure to create system code-specific lead and lag days in POP templates.

  1. Select Period Of Performance.
  2. Click Create.
  3. Specify a code and description for the POP template.
  4. Click Save.
  5. On the Period Of Performance System pane, click Create.
  6. Specify this information:
    System
    Select a valid system code for the POP.
    Lead Days
    Specify the number of lead days to add to the Project Begin Date. This number of lead days is subtracted from the project begin date.
    Lag Days
    Specify the number of lag days to add to the Project End Date. The number of lag days is added to the project end date.
  7. Click Save.