Getting Started with PeopleSoft Financials, ESA, ALM, and SCM Portal Packs

This chapter discusses:

• PeopleSoft Financials, ESA, ALM, and SCM Portal Packs overview.

• PeopleSoft Financials, ESA, ALM, and SCM Portal Packs implementation.

PeopleSoft Financials, ESA, ALM, and SCM Portal Packs Overview

The PeopleSoft Financials, ESA, ALM, and SCM portal packs 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 (ESA), Asset Lifecycle Management (ALM), and Supply Chain Management (SCM) applications.

These four 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, ESA, ALM, and SCM applications and other portal applications with content-rich pagelets.

The PeopleSoft Financials, ESA, ALM, and SCM Portal Packs are targeted for multiple roles in an organization. Since these are functional roles, they may or may not be delivered in the PeopleSoft Security sample data.

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

  You can associate these roles with employees in your organization.

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

  You can associate these roles with employees and projects in your organization.

• The PeopleSoft ALM 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.

  You set up multiple roles for this portal pack such as CIOs, property or IT accountants, IT asset managers, lease administrators, portfolio managers, technicians, and schedulers.

• The PeopleSoft SCM Portal Pack is intended for employee (internal) and customer (external) roles.

  You can associate buyer, customer service manager, customer service representative, purchasing manager and more with an employee (internal) role, and associate customer, broker, and other roles relevant to your organization with a customer (external) role.

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, ESA, ALM, and SCM Portal Packs Implementation

All four portal packs deliver pagelets that provide summary views of data that currently exist in the system. Each pagelet is associated with a PeopleSoft Financials, ESA, ALM, or SCM product (such as PeopleSoft General Ledger, Project Costing, Maintenance Management, or Billing) 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 does not work.