Getting Started with PeopleSoft Financials, Enterprise Service Automation, ALM Portal Packs

This chapter discusses:

• PeopleSoft Financials, Enterprise Service Automation, and Asset Lifecycle Management Portal Packs overview.

• PeopleSoft Financials, Enterprise Service Automation, and Asset Lifecycle Management Portal Packs implementation.

PeopleSoft Financials, Enterprise Service Automation, Asset Lifecycle Management Portal Packs Overview

The PeopleSoft Financials Portal Pack, Enterprise Service Automation Portal Pack, and Asset Lifecycle Management Portal Pack each provide a collection of pagelets that you can individually select to appear on a corporate intranet or extranet homepage. The individual pagelets provide information from various PeopleSoft Financials, Enterprise Service Automation, and Asset Lifecycle Management applications.

These three portal packs can be delivered to users through the Enterprise Portal or through the application portal in the Financials database. The portal packs contain pagelets that provide at-a-glance access to key financial and operational data. They supplement the PeopleSoft Financials, Enterprise Service Automation, and Asset Lifecycle Management applications and other portal applications with content-rich pagelets.

The PeopleSoft Financials, Enterprise Service Automation, and Asset Lifecycle Management Portal Packs are targeted for multiple roles in the organization. These are functional roles and may not be delivered PeopleTools roles:

• The PeopleSoft Financials Portal Pack focuses specifically on the C-level executive (CEO, CFO, and COO), controller, financial executive, and department manager.

  These roles should be associated with employees in your organization.

• The PeopleSoft Enterprise Service Automation Portal Pack is intended for project managers, program managers, services controllers, and department managers.

  This portal pack supports roles that are associated with employees, and roles that are associated with projects.

• The PeopleSoft Asset Lifecycle Management Portal Pack is intended for roles that are associated with IT asset valuation and maintenance costs, asset inventory, leases, contracts, work order task assignments, and work order backlog.

  This portal pack is used by multiple roles such as CIOs, property or IT accountants, IT asset managers, lease administrators, portfolio managers, technicians, and schedulers.

Some pagelets can be personalized to filter and format the data. You can click links on the pagelets to access application pages, such as a page in PeopleSoft Contracts or PeopleSoft Receivables, to view more detailed transaction information. If a graph appears on a pagelet, move the mouse pointer over a portion of the graph to view details such as the name of a department or the exact amount that the graph element represents.

PeopleSoft Financials, Enterprise Service Automation, Asset Lifecycle Management Portal Packs Implementation

All three portal packs deliver pagelets that provide summary views of data that currently exists in the system. Each pagelet is associated with a PeopleSoft Financials, Enterprise Service Automation, or Asset Lifecycle Management product (such as PeopleSoft General Ledger, Project Costing, or Maintenance Management) and the appropriate portal registry structures. The enabling application provides the data that appears in the pagelet. If you have not licensed the enabling application, the pagelet will not work.