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Understanding Implementation Projects

Implementation projects comprise PeopleSoft product suites or business processes and their underlying products and features that you have chosen through the Manage Implementation Projects pages.

Regardless of whether you choose to make your implementation projects selections from a business process or a product perspective, Setup Manager displays the supporting data to the feature level. Only installed products and their related business processes are displayed on the page for selection.

You begin by selecting an implementation method—either by business process or by product—that influences how the underlying features are presented to you. The strategy of selecting an implementation method is determined by the way in which you've structured your implementation project team or your implementation project. For example, consider whether you are replacing or improving a specific business process such as Order to Cash, or planning to implement specific PeopleSoft modules. You and your implementation team need to assess your company's needs and choose the implementation method accordingly.

From the Product Summary page or the Business Process Summary page, you can see your feature selections displayed relative to the products or business processes that they support. For example, if you are implementing a group of PeopleSoft product suites or products, you can check the Business Process Summary page to see what business processes you are supporting based on your feature selections. At that point, you might determine that you have a business process partially implemented, which might influence whether you elect to implement the entire business process using Setup Manager.

After you select the products and business processes for the implementation projects, save it with a unique name.

Multiple Projects

You might want to generate more than one implementation project to support various implementation scenarios. For example, to perform a phased implementation, you can create a implementation project for each implementation phase. Or, you might also want to create different implementation projects to investigate the effect of selecting a particular set of features. You can also create different implementation projects to support different teams working concurrently on different functional areas. For example, you might have a team working on modules such as General Ledger and Accounts Payable while another team works on Order Management and Billing.

In summary, you can create multiple implementation projects that reflect different implementation scenarios. For example, you can create implementation projects that are specific to different phases of an implementation, or you might want to examine the effect of implementing different combinations of products and business processes.

Common Elements Used to Implement Projects

Select All

Click to select all check boxes in the grid.

Clear All

Click to clear all check boxes in the grid.

Additional Configuration

Displays activities that must be performed before or after a particular setup task.

Business Process

Displays one of the delivered business process models maintained by the PeopleSoft system.

Implementation Options

Displays the PeopleSoft application features that you have selected for implementation. The list of features is available to be edited or viewed by either product suite and product or by the associated business process.

Detailed Business Process

Identifies a second-level subsection of the delivered business process.

Feature

Identifies an aspect of PeopleSoft functionality that requires one or more setup elements to be defined before it can be used. For example, Journal Generation, Travel Authorizations, and Commitment Control are all delivered features that can be selected by the user to implement. Features can be associated with more than one product, and more than one feature can be associated with one product. Additionally, features can be associated with one or more business processes.

Product

Identifies a module of PeopleSoft software that is licensed to you. For example, PeopleSoft General Ledger, PeopleSoft Benefits Administration, and PeopleSoft Help Desk are all PeopleSoft products. Products can be associated with more than one product suite, and more than one product can be associated with one product suite.

Product Suite

Identifies a grouping of products that exist either within a product line or across product lines. For example, PeopleSoft Customer Relationship Management and PeopleSoft Human Capital Management are both product suites.

Setup Task

Identifies a step or unit of work in the task list.

Setup Task List

Identifies the setup tasks that must be configured to support the defined implementation projects.

Product Name

Displays the product name as a link to the Product Features page, on which you can select underlying features for the product.

Selected Features

Displays the number of features that support the particular product and how many of those features have been selected for implementation.

View Summary

Click to display the summary page of features that you have selected to implement based on either product or business process. You must select at least one feature to be able to view the summary page.

Expand All

Maximizes the collapsible section of the page to show the underlying business process or product name, the associated features, and a description of each feature.

Collapse All

Minimizes the collapsible section of the page to hide the underlying business process or product name, the associated features, and a description of each feature.

Continue

Displays the next page in the process.

Save

Click to save the information on the page.

Select All

Marks all check boxes on the page as selected.

Clear All

Clears all selected check boxes on the page.

Expand Grid button

In a tabbed grid only, click to expand grid columns to the right so that tabs are no longer needed.

Collapse Grid button

Click to return the expanded grid to its tabbed state.

Download to Microsoft Excel button

Click to download the contents of a grid to a Microsoft Excel spreadsheet.