Using Pagelets Enabled by PeopleSoft General Ledger

This chapter discusses how to:

View expense variances.
View gross margins.
View lapsing of appropriation.
View budget alerts.
View the operating budget variance.
View project revenue variances.
View unbilled balances to projects expiring.
View actual versus budgeted information.

Viewing Expense Variances

This section discusses how to:

View expense variances.
Personalize expense variance.
Compare standard ledgers.
View Commitment Control budget overviews.

Pages Used to View Expense Variances

Page Name	Object Name	Navigation	Usage
Expense Variance pagelet	GL_PE_02	Click the Personalize Content link on the PeopleSoft homepage. Select Expense Variance.	View the top five expense variances between amounts budgeted and actual expenses.
Expense Variance Personalization	GL_PE_02_PRS	Click the Customize icon on the Expense Variance pagelet.	Define default display information for the Expense Variance pagelet.
Compare Across Ledgers (for standard ledgers)	INQ_COMPARE_PNL	Click a ChartField value that is displayed on the Expense Variance pagelet.	Specify the ledger data you want to compare by period and view comparison results.
Budget Overview (for Commitment Control ledgers)	KK_INQ_BD_OVW	Click a ChartField value that is displayed on the Expense Variance pagelet.	The search page is populated with values from the selected ChartField. Click the Search icon to view the Budget Overview page.

Viewing Expense Variances

Access the Expense Variance pagelet.

Account	Displays up to the top five ChartField values (for example, Account, Department, Fund Code, and so on) with the most expense variances based on the ChartField or ChartField Value Set you select on the Expense Variance Personalization page.
Variance Percentage	Displays the difference between actual and budgeted amounts as a positive or negative percentage.

Personalizing Expense Variance

Access the Expense Variance Personalization page.

Budget Ledger

Specify a standard budget ledger of the business unit. The ledger group to which this ledger belongs must be Budget.

Actual Ledger

Specify an actual ledger of the business unit.

From and To Period

Select a range of ledger accounting periods for the specified year.

Ledger Group

Select a specific Commitment Control ledger group.

Account Type

Select the account type that identifies expense accounts.

ChartField

Select the ChartField that you want to display on the pagelet.

ChartField Value Set

Select the ChartField Value Set that defines the scope of the ChartField values that you want to include. The ChartField Value Set must define values for only one ChartField.

Fieldname

Select the field on which you want to add an additional filter.

Value by

Select how you want to limit the scope of the field values, either by Set (ChartField Value Set), or Value (a single value).

Field Value

Enter the scoping ChartField Value Set or single value to limit the scope of the field.

Comparing Standard Ledgers

Access the Compare Across Ledgers page.

See Also

Comparing Across Ledgers

Viewing Commitment Control Budget Overviews

Access the Budget Overview page.

Viewing Gross Margins

This section discusses how to:

View gross margins.
Personalize gross margins.
View ledger details.

Pages Used to View Gross Margins

Page Name	Object Name	Navigation	Usage
Gross Margin pagelet	GL_PE_04	Click the Personalize Content link on the PeopleSoft homepage. Select Gross Margin.	View a bar graph that shows the top five or bottom five gross margins.
Gross Margin Personalization	GL_PE_04_PRS	Click the Customize icon on the Gross Margin pagelet.	Define default display information for the Gross Margin pagelet.
Ledger Inquiry	INQ_DETAIL_LEDGER	On the pagelet graph, click the bar that represents the department for which you want to view ledger details.	View ledger details for the department represented in the bar graph.

Viewing Gross Margins

Access the Gross Margins pagelet.

The bar graph scale adjusts to fit both positive and negative data. Hold your cursor over a bar to see the name of the department (or any display ChartField you chose) and the exact gross margin percent.

Personalizing Gross Margins

Access the Gross Margin Personalization page.

Show

Select whether the pagelet displays the 5 Least Profitable or 5 Most Profitable gross margins.

From and To Period

Select a range of ledger accounting periods for the specified year. If you enter a range with more than five accounting periods, the Gross Margin pagelet displays only the five most profitable or least profitable departments.

Revenue Account Type and Expense Account Type

Select the account types that correspond to revenue and expense.

ChartField, Tree Name, Node, or Level

Use these fields as needed to narrow the display to a PeopleSoft internal ChartField, or to a ChartField and its associated Tree Name, Node, or Level or a combination of these. You can leave a field blank or enter a valid value. If you leave the Tree Name, Node, or Level field blank, the system uses all of the values for that ChartField.

Field Name, Value By, or Field Value

Use these fields to narrow the search to all values for a field name, a specific field value, or a ChartField ValueSet.

User Define Groups

Select to create a new user-defined group.

Groups defined by Tree Nodes or Groups defined by Range of Accounts

If you selected the User Define Groups option, use these group boxes to create either a group defined by a tree node or a group defined by a range of accounts.

Viewing Ledger Details

Access the Ledger Inquiry page.

See Also

Viewing the Ledger Details

Viewing Lapsing of Appropriation

This section discusses how to:

View the lapsing of appropriation.
Personalize lapsing of appropriation.

Pages Used to View the Lapsing of Appropriation

Page Name	Object Name	Navigation	Usage
Lapsing of Appropriation pagelet	GL_PE_08	Click the Personalize Content link on the PeopleSoft homepage. Select Lapsing of Appropriation.	View a list of projects according to their expiration dates and the total amount unbilled.
Lapsing of Appropriation Personalization	GL_PE_08_PRS	Click the Customize icon on the Lapsing of Appropriation pagelet.	Define default display information for the Lapsing of Appropriation pagelet.

Page Name

Object Name

Navigation

Usage

Lapsing of Appropriation pagelet

GL_PE_08

Click the Personalize Content link on the PeopleSoft homepage.

Select Lapsing of Appropriation.

View a list of projects according to their expiration dates and the total amount unbilled.

Lapsing of Appropriation Personalization

GL_PE_08_PRS

Click the Customize icon on the Lapsing of Appropriation pagelet.

Define default display information for the Lapsing of Appropriation pagelet.

Viewing the Lapsing of Appropriation

Access the Lapsing of Appropriation pagelet.

Unbilled Amount

The total amount of the balance that has not been billed.

Personalizing Lapsing of Appropriation

Access the Lapsing of Appropriation Personalization page.

Commitment Control and Ledger Group

Select the Commitment Control option to calculate the unbilled appropriation in a Commitment Control ledger group.

Use Ledger Group to select a specific Commitment Control ledger group.

Expense Account Type

Select the account used for expenses that you want to view.

Viewing Budget Alerts

This section discusses how to:

View budget alerts.
Personalize my budget alerts.
View budget details.

Pages Used to View Budget Alerts

Page Name	Object Name	Navigation	Usage
My Budget Alert pagelet	GL_PE_03	Click the Personalize Content link on the PeopleSoft homepage. Select My Budget Alert.	View the top five alerts by the actual amount or by the percentage remaining in the budget.
My Budget Alert Personalization	GL_PE_03_PRS	Click the Customize icon on the My Budget Alert pagelet.	Define default display information for the My Budget Alert pagelet.
Commitment Control Budget Details	KK_INQ_BDT_STATUS	Click a ChartField value on the My Budget Alert pagelet.	The search page is populated with values from the selected ChartField. Click the Search button to display the Commitment Control Budget Details page.

Viewing My Budget Alerts

Access the My Budget Alert pagelet.

Refresh

Click to update the data that appears on the page.

Personalizing My Budget Alerts

Access the My Budget Alert Personalization page.

Ledger Group

Select a specific Commitment Control ledger group.

Sort Data By

Select whether pagelet data is sorted By Amount or By Percent.

Viewing Budget Details

Access the Commitment Control Budget Details page.

Viewing Operating Budget Variances

This section discusses how to:

View the operating budget variance.
Personalize operating budget variance.
Compare standard ledgers.
View Commitment Control budget overviews.

Pages Used to View Operating Budget Variances

Page Name	Object Name	Navigation	Usage
Operating Budget Variance pagelet	GL_PE_06	Click the Personalize Content link on the PeopleSoft homepage. Select Operating Budget Variance.	View the top five variances between budgeted amounts and actual expenses. This pagelet can display the amount budgeted, actual amount spent, variance amount, and variance percentage.
Operating Budget Variance Personalization	GL_PE_06_PRS	Click the Customize icon on the Operating Budget Variance pagelet.	Define default display information for the Operating Budget Variance pagelet.
Compare Across Ledgers (for standard ledgers)	INQ_COMPARE_PNL	Click a ChartField value on the Operating Budget Variance pagelet.	Specify the ledger data you want to compare by period and view comparison results.
Budget Overview (for Commitment Control ledgers)	KK_INQ_BD_OVW	Click a ChartField value on the Operating Budget Variance pagelet.	The search page is populated with values from the selected ChartField. Click the Search button to view the Budget Overview page.

Viewing Operating Budget Variances

Access the Operating Budget Variance pagelet.

Account	Displays up to the top five ChartFields (for example, Account, Department, Fund Code, and so on) with the most expense variances based on the ChartField, ChartField Value Set, or both, that you selected on the personalization page.
Variance Percentage	Displays the difference as a percentage.

Personalizing Operating Budget Variance

Access the Operating Budget Variance Personalization page.

From and To Period

Select a range of ledger accounting periods for the specified year.

Ledger Group

Select a commitment control ledger group.

Expense Account Type

Select the account type that is associated with expenses.

Comparing Standard Ledgers

Access the Compare Across Ledgers page.

See Also

Comparing Across Ledgers

Viewing Commitment Control Budget Overviews

Access the Budget Overview page.

Viewing Project Revenue Variances

This section discusses how to:

View project revenue variances.
Personalize project revenue variance.
Compare standard ledgers.
View Commitment Control budget overviews.

Pages Used to View Project Revenue Variances

Page Name	Object Name	Navigation	Usage
Project Revenue Variance pagelet	GL_PE_05	Click the Personalize Content link on the PeopleSoft homepage. Select Project Revenue Variance.	View the top five variances between budgeted amounts for a project and actual expenses.
Project Revenue Variance Personalization	GL_PE_05_PRS	Click the Customize icon on the Project Revenue Variance pagelet.	Define default display information for the Project Revenue Variance pagelet.
Compare Across Ledgers (for standard ledgers)	INQ_COMPRE_PNL	Click a ChartField value on the Project Revenue Variance pagelet.	Specify the ledger data that you want to compare by period and view comparison results.
Budget Overview (for Commitment Control ledgers)	KK_INQ_BD_OVW	Click a ChartField value on the Project Revenue Variance pagelet.	The search page is populated with values from the selected ChartField. Click the Search button to view the Budget Overview page.

Viewing Project Revenue Variances

Access the Project Revenue Variance pagelet.

Project	Displays up to the top five ChartFields (for example, Project, Department, Fund Code, and so on) with the most revenue variances based on the ChartField, ChartField Value Set, or both, that you select on the personalization page.
Variance Percentage	Displays the difference as a percentage.

Personalizing Project Revenue Variance

Access the Project Revenue Variance Personalization page.

ChartField

Although you can select any ChartField, it is recommended that you select Project because this personalization page specifically sets up a pagelet to display project revenue variance data.

From and To Period

Select a range of ledger accounting periods for the specified year.

Ledger Group

Select a specific Commitment Control ledger group.

Revenue Account Type

Select the account type that is associated with revenue.

Comparing Standard Ledgers

Access the Compare Across Ledgers page.

See Also

Comparing Across Ledgers

Viewing Commitment Control Budget Overviews

Access the Budget Overview page.

Viewing Unbilled Balances to Projects Expiring

This section discusses how to:

View unbilled balances to projects expiring.
Personalize unbilled balances to projects expiring.

Pages Used to View Unbilled Balances

Page Name	Object Name	Navigation	Usage
Expiring Projects pagelet	GL_PE_07	Click the Personalize Content link on the PeopleSoft homepage. Select Expiring Projects.	View a list of projects, the amounts unbilled, and project expiration dates.
Unbilled Balances to Projects Expiring Personalization	GL_PE_07_PRS	Click the Customize icon on the Expiring Projects pagelet.	Define default display information for the Expiring Projects pagelet.

Page Name

Object Name

Navigation

Usage

Expiring Projects pagelet

GL_PE_07

Click the Personalize Content link on the PeopleSoft homepage.

Select Expiring Projects.

View a list of projects, the amounts unbilled, and project expiration dates.

Unbilled Balances to Projects Expiring Personalization

GL_PE_07_PRS

Click the Customize icon on the Expiring Projects pagelet.

Define default display information for the Expiring Projects pagelet.

Viewing Expiring Projects

Access the Expiring Projects pagelet.

Unbilled Amount	The amount of the balance that has not been billed.
Expiration Date	The date a project ends. This date was entered when the project was added to the system.

Personalizing Unbilled Balances to Projects Expiring

Access the Unbilled Balances to Projects Expiring Personalization page.

Ledger Group

The Expiring Projects pagelet retrieves data only from Commitment Control ledgers. Select a specific Commitment Control ledger group.

Projects Expire in (days)

Enter the number of days before the project expires. The system uses this information to select only projects that expire within the number of specified days.

Viewing Actual Versus Budgeted (Standard Budget) Information

To define ChartField security for the Actual vs Budgeted pagelet, use the ChartField Pagelet Security component (GL_PE_CF_SEC_COMP).

This section discusses how to:

Apply ChartField security for actual versus budgeted information.
View actual versus budgeted information.
Personalize the actual versus budget view.
Compare ledger details.

Pages Used to Access and View Actual Versus Budgeted Information

Page Name	Object Name	Navigation	Usage
ChartField Pagelet Security	GL_PE_CF_SEC_PAGE	Set Up Financials/Supply Chain, Security, ChartField Pagelet Security, ChartField Pagelet Security	Enable additional security for the Actual vs Budgeted pagelet by restricting data access to specified department IDs and operating units.
Actual vs Budgeted pagelet	GL_PE_ACTVBUD	Click the Personalize Content link on the PeopleSoft homepage. Select Actual vs Budgeted.	View actual amount compared to budgeted amount for a specified time period, and view the positive or negative variance.
Actual vs Budgeted Personalization	GL_PE_ACTVBUD_PRS	Click the Customize icon on the Actual vs Budgeted pagelet.	Define default display information for the Actual vs Budgeted pagelet.
Compare Across Ledgers	INQ_COMPARE_PNL	Click an account on the Actual vs Budgeted pagelet.	Specify the ledger data you want to compare by period and view comparison results.

Applying ChartField Security for Actual Versus Budgeted Information

Access the ChartField Pagelet Security page.

Field Name

Associates a user ID with selected department IDs and operating unit ChartField values. Your role determines how many department IDs or operating units are accessible to your user ID. For each user ID, and for every department ID and operating unit associated with a particular user ID, you must register the ChartField value information on this page to enable desired pagelet access for the user, including blank values. When users sign in to the portal, information that appears on the pagelets is limited to the specified values.

For example, the following table contains ChartField values for department IDs and operating units that are associated with a specific user ID. Prior to applying ChartField pagelet security, you may want to create a similar table as an implementation guide, noting all user IDs in your organization that require pagelet access and their associated department IDs and operating units.

User ID	Department ID	Operating Unit
VP1	100 200 300 400	CALIFORNIA NEW YORK LONDON TOKYO
VP2	200 400	NEW YORK CALIFORNIA
VP3	300 400	LONDON CALIFORNIA
VP4	400	CALIFORNIA

When you set up security for pagelet data, users can use only the specified department IDs and operating units ChartField values. This limitation enables you to exercise specific controls over the data that a user sees on the pagelet. However, the security that you set up on the ChartField Pagelet Security page applies only to the Actual vs Budgeted pagelet data and not to the General Ledger that provides data to the pagelet.

Pagelet security is more restrictive than application security. Once a user accesses an application page, that user uses the security that is set up for the application.

See Using Roles and Permission Lists for the PeopleSoft Financials Portal Pack.

Viewing Actual vs Budgeted Information

Access the Actual vs Budgeted pagelet.

This pagelet displays the actual amount versus the budgeted amount (in standard budget, not commitment control budget). We strongly recommend that you use the Expense Variance pagelet in place of this pagelet, as the Expense Variance pagelet allows you to define a more precise scope for comparison purposes.

Account

Displays the top five accounts based on selections from the personalization page.

Personalizing the Actual Versus Budget View

Access the Actual vs Budgeted Personalization page.

Actuals Ledger and Budget Ledger

Specify the actual and budgeted (standard budget) ledgers of the business unit that you want to compare. Unlike other pagelets, which qualify budget ledger by the ledger group type, this pagelet qualifies the budget ledger by ledger template. The ledger template associated with the budget ledger must be BUDGET.

From and To Period

Select a range of ledger accounting periods for the specified year.

Comparing Ledger Details

Access the Compare Across Ledgers page.

The system uses the information that you specify in the inquiry and ChartField Criteria sections to compare summary total amounts for the selected ChartField Account for the ledger and for the indicated time period. Be aware that options set in the inquiry section are derived from options specified on the Actual vs Budgeted Personalization page.

See Also

Comparing Across Ledgers

Budget Ledger	Specify a standard budget ledger of the business unit. The ledger group to which this ledger belongs must be Budget.
Actual Ledger	Specify an actual ledger of the business unit.
From and To Period	Select a range of ledger accounting periods for the specified year.
Ledger Group	Select a specific Commitment Control ledger group.
Account Type	Select the account type that identifies expense accounts.
ChartField	Select the ChartField that you want to display on the pagelet.
ChartField Value Set	Select the ChartField Value Set that defines the scope of the ChartField values that you want to include. The ChartField Value Set must define values for only one ChartField.
Fieldname	Select the field on which you want to add an additional filter.
Value by	Select how you want to limit the scope of the field values, either by Set (ChartField Value Set), or Value (a single value).
Field Value	Enter the scoping ChartField Value Set or single value to limit the scope of the field.

Show	Select whether the pagelet displays the 5 Least Profitable or 5 Most Profitable gross margins.
From and To Period	Select a range of ledger accounting periods for the specified year. If you enter a range with more than five accounting periods, the Gross Margin pagelet displays only the five most profitable or least profitable departments.
Revenue Account Type and Expense Account Type	Select the account types that correspond to revenue and expense.
ChartField, Tree Name, Node, or Level	Use these fields as needed to narrow the display to a PeopleSoft internal ChartField, or to a ChartField and its associated Tree Name, Node, or Level or a combination of these. You can leave a field blank or enter a valid value. If you leave the Tree Name, Node, or Level field blank, the system uses all of the values for that ChartField.
Field Name, Value By, or Field Value	Use these fields to narrow the search to all values for a field name, a specific field value, or a ChartField ValueSet.
User Define Groups	Select to create a new user-defined group.
Groups defined by Tree Nodes or Groups defined by Range of Accounts	If you selected the User Define Groups option, use these group boxes to create either a group defined by a tree node or a group defined by a range of accounts.

Ledger Group	Select a specific Commitment Control ledger group.
Sort Data By	Select whether pagelet data is sorted By Amount or By Percent.

ChartField	Although you can select any ChartField, it is recommended that you select Project because this personalization page specifically sets up a pagelet to display project revenue variance data.
From and To Period	Select a range of ledger accounting periods for the specified year.
Ledger Group	Select a specific Commitment Control ledger group.
Revenue Account Type	Select the account type that is associated with revenue.

Ledger Group	The Expiring Projects pagelet retrieves data only from Commitment Control ledgers. Select a specific Commitment Control ledger group.
Projects Expire in (days)	Enter the number of days before the project expires. The system uses this information to select only projects that expire within the number of specified days.

Actuals Ledger and Budget Ledger	Specify the actual and budgeted (standard budget) ledgers of the business unit that you want to compare. Unlike other pagelets, which qualify budget ledger by the ledger group type, this pagelet qualifies the budget ledger by ledger template. The ledger template associated with the budget ledger must be BUDGET.
From and To Period	Select a range of ledger accounting periods for the specified year.