About Configuring Projects Forecast Fact for PeopleSoft

Estimate to Complete (ETC not to be confused with the Analysis Type value 'ETC') Cost and Revenue data from PeopleSoft Projects Costing area source is extracted for Project Forecast. Users would need to configure the analysis types for Estimate to Complete Analysis Types in the PROJ_FORECAST_FILTER in the FSM.

In the FSM, go to 'Manage Data Load Parameters section'; filter for Source PeopleSoft 9.0 or 9.1 FINSCM, filter Offering Oracle Project Analytics, filter Functional Area Project Control and Costing.

For Variable PROJ_FORECAST_FILTER set the Analysis types for Cost and Revenue metrics from Projects Costing Area in quotes for example 'ETC','ETB'.

Identifying Project Forecast Costs and Revenue ETC Metrics Based on Analysis Type, Source Type, Category, and Subcategory Combination of Values

You must configure the following flat files to identify Project Forecast ETC Costs and Revenues based on a Analysis Type (Mandatory), Source Type, Category, and Subcategory combination of values.

  • Configuring file_Project_Forecast_config_psft.csv

    The ETL process uses this flat file to designate which columns (Analysis Type, Source Type, Category, and Subcategory) are used in the lookup. A parameter specified in Oracle BI Applications Configuration Manager determines whether this lookup is performed for an implementation.

    Example (1) if you wish to configure the filter only on Analysis Type then:

    ROWID ANALYSIS_TYPE RESOURCE_TYPE RESOURCE_CAT RESOURCE_SUB_CAT RETURN_VALUE
               
               
               

    1

    1

    		        

    Example (2) if you wish to configure the filter on RESOURCE_CAT and RESOURCE TYPE then (ANALYSIS_TYPE is mandatory):

    ROWID ANALYSIS_TYPE RESOURCE_TYPE RESOURCE_CAT RESOURCE_SUB_CAT RETURN_VALUE
               
               
               

    1

    1

    1

    1

    		    

  • Configuring file_Project_Forecast_psft.csv

    The ETL process uses this flat file to list all Analysis Type, Source Type, Category, and Subcategory combination of values to use for Project Forecast ETC Cost and Revenue. Example for the above configuration in (1):

    ANALYSIS_TYPE RESOURCE_TYPE RESOURCE_CAT RESOURCE_SUB_CAT RETURN_VALUE
             
             
             
             

    ETC

    		      

    C

    ETB

    		      

    R

    Example for the configuration in (2):

    ANALYSIS_TYPE RESOURCE_TYPE RESOURCE_CAT RESOURCE_SUB_CAT RETURN_VALUE
             
             
             

    ETC

    LABOR

    TECH

    		  

    C

    ETB

    MATER

    TECH

    		  

    R