This chapter discusses how to:
View change control analysis.
View critical issues by project.
View forecast to complete information.
View issues by priority.
View issues by priority by project.
View programs.
View top five issues.
View top five risks.
Use Operational Threshold Alerts (OTAs) for PeopleSoft Program Management.
This section discusses how to:
View change control analysis information.
Personalize the Change Control Analysis pagelet.
Page Name |
Definition Name |
Navigation |
Usage |
Click the Personalize Content link on the PeopleSoft homepage. Select Change Control Analysis. |
View the top five projects with the highest number of changes. |
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Define default display information for the Change Control Analysis pagelet. |
Access the Change Control Analysis pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Change Control Analysis.)
The pagelet displays a list of the top five projects that have the highest number of changes.
<Project ID> |
Click the project ID link to access the Change Control Monitor page in PeopleSoft Program Management to view a list of changes to projects and activities for which change control is enabled. |
Show All / Enhanced |
Click to access the Change Control Analysis page in PeopleSoft Program Management, which contains more details about project changes. |
Access the Personalize Change Control Analysis page. (Select Setup Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults, ESA Portal Pack Pagelet Default Administration. Click the Change Control Analysis link on the ESA Portal Pack Pagelet Default Administration page and click the Customize Change Control Analysis icon on the Change Control Analysis pagelet.)
The parameters specified on this page filter the projects that appear on the Change Control Analysis pagelet.
Depending on your role, you access this page in one of two ways:
Administrators access the Personalize Change Control Analysis page by clicking the Change Control Analysis link on the ESA Portal Pack Pagelet Default Administration page.
The administrator uses the ESA Portal Pack Pagelet Default Administration page to set up default filter criteria for all Enterprise Service Automation portal pagelets.
Other users access this page by clicking the Customize Change Control Analysis icon on the Change Control Analysis pagelet.
User Preferences |
Select to analyze change control for only those projects with the project business unit that is specified in your user preferences. |
Specify |
Select to analyze change control for projects in a project business unit other than the business unit that is specified in your user preferences. If you select Specify, you must enter a business unit value. |
My Projects |
Select for the Change Control Analysis pagelet to display only those projects that you designate as part of your My Projects list. If you do not have any projects in your My Projects list, no data appears on the Change Control Analysis pagelet. |
You can optionally filter the projects that appear on the Change Control Analysis pagelet by specifying values for these fields:
Project Manager
Project Type
Project Status
Calendar ID
Number of Prior Periods
Restore Defaults |
Click to restore the default selection criteria that the administrator establishes on the ESA Portal Pack Pagelet Default Administration page. The Restore Defaults button appears if you access this page by clicking the Customize Change Control Analysis link on the Change Control Analysis pagelet. |
This section discusses how to:
View critical issues by project.
Personalize the Critical Issues by Project pagelet.
Page Name |
Definition Name |
Navigation |
Usage |
Click the Personalize Content link on the PeopleSoft homepage. Select Critical Issues by Project. |
View a maximum of the top five projects that have the most open critical issues. |
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Click the Customize Critical Issues by Project icon on the Critical Issues by Project pagelet. |
Define default display information for the Critical Issues by Project pagelet. |
Access the Critical Issues by Project pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Critical Issues by Project.)
This pagelet displays the top five projects that have the greatest number of unresolved issues designated as high priorities. Each project ID appears as a link that accesses the Issue Management component of the selected project ID. This enables users to view and update various elements of the issue.
Access the Personalize Critical Issues by Project page. (Click the Customize Critical Issues by Project icon on the Critical Issues by Project pagelet.)
Specify parameters to filter the projects that you want to appear on the Critical Issues by Project pagelet.
This section discusses how to view issues by priority.
Page Name |
Definition Name |
Navigation |
Usage |
Click the Personalize Content link on the PeopleSoft homepage. Select Issues by Priority. |
View a chart that displays all the high, medium, and low issues that are assigned to the user. |
Access the Issues by Priority pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Issues by Priority.)
A bar chart appears that depicts the number of open issues assigned to the user ID. Each issue priority is represented by a colored bar that functions in two ways:
Move the mouse pointer to a bar to view the alternate text about the number of issues for that priority level.
Click a bar to access the Resource Workbench page, from which you can view and update any issues.
This section discusses how to:
View issues by priority by project.
Personalize the Issue Priority by Project pagelet.
Page Name |
Definition Name |
Navigation |
Usage |
Click the Personalize Content link on the PeopleSoft homepage. Select Issue Priority by Project. |
View a maximum of the top five projects that have the greatest number of open issues. |
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Define default display information for the Issue Priority by Project pagelet. |
Access the Issue Priority by Project pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Issue Priority by Project.)
This pagelet displays the top five projects that have the greatest number of issues and sorts the issues by priority. Each project ID appears as a link that accesses the Flexible Analysis page.
Click one of the visual indicators that represents a high, medium, or low priority to access the Issue Management component (PC_IM_ISSUE) for the selected project and issue priority. If there is only one issue at that priority level, the Issue Management component appears. When there is more than one issue, a list of links appears for you to select a particular issue.
Access the Personalize Issue Priority by Project page. (Select Setup Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults, ESA Portal Pack Pagelet Default Administration, click the Issue Priority by Project link on the ESA Portal Pack Pagelet Default Administration page, and click the Customize Issue Priority by Project icon on the Issue Priority by Project pagelet.)
Specify parameters to filter the projects that you want to appear on the Issue Priority by Project pagelet.
Click Restore Defaults to restore the default selection criteria that the pagelet administrator establishes on the ESA Portal Pack Pagelet Default Administration page. The Restore Defaults button appears if you access this page by clicking the Customize Issue Priority by Project link on the Issue Priority by Project pagelet.
This section discusses how to:
View the top five issues.
Personalize the Top 5 Issues pagelet.
Page Name |
Definition Name |
Navigation |
Usage |
Click the Personalize Content link on the PeopleSoft homepage. Select Top 5 Issues. |
View up to five projects or programs that have the highest number of open high priority issues. |
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Define default display information for the Top 5 Issues pagelet. |
Access the Top 5 Issues pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Top 5 Issues.)
You select the program or project to monitor, and the Top 5 Issues pagelet displays the top five issues that it encounters in the specific project or program. The system determines the top five issues by first selecting the issues with the highest priority from the options of high, medium, and low. Then the system selects the oldest issues, according to the Issue Entered Date. Only issues without resolutions appear.
Click the issue ID link to access the Issue page in PeopleSoft Program Management.
Access the Personalize Top 5 Issues page. ( Select Setup Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults, ESA Portal Pack Pagelet Default Administration, click the Top 5 Issues link on the ESA Portal Pack Pagelet Default Administration page, and click the Customize Top 5 Issues icon on the Top 5 Issues pagelet.)
Specify parameters to filter the projects or programs and issues that you want to appear on the Top 5 Issues pagelet.
Click Restore Defaults to restore the default selection criteria that the pagelet administrator establishes on the ESA Portal Pack Pagelet Default Administration page. The Restore Defaults button appears if you access this page by clicking the Customize Top 5 Issues link on the Top 5 Issues pagelet.
This section discusses how to:
View the top five risks.
Personalize the Top 5 Risks pagelet.
Page Name |
Definition Name |
Navigation |
Usage |
Click the Personalize Content link on the PeopleSoft homepage. Select Top 5 Risks. |
View up to five active or potential risks in order of the risk status and priority. |
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Define default display information for the Top 5 Risks pagelet. |
Access the Top 5 Risks pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Top 5 Risks.)
You select the program or project to monitor, and the Top 5 Risks pagelet lists the top five active or potential risks in order of the risk status and priority. Click a risk summary link to access the Project Risk page to view and modify the risk.
Access the Personalize Top 5 Risks page. (Select Setup Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults, ESA Portal Pack Pagelet Default Administration, click the Top 5 Risks link on the ESA Portal Pack Pagelet Default Administration page, and click the Customize Top 5 Risks icon on the Top 5 Risks pagelet.)
Specify parameters for the Top 5 Risks pagelet to include risks from projects in a specified business unit or in the My Projects list. To narrow the selection criteria you can specify risks that belong to a project and activity or that have a specific value for attributes such as the risk type or the person assigned to the risk.
Click Restore Defaults to restore the default selection criteria that the pagelet administrator establishes on the ESA Portal Pack Pagelet Default Administration page. The Restore Defaults button appears if you access this page by clicking the Customize Top 5 Risks link on the Top 5 Risks pagelet.
This section discusses how to:
View forecast to complete information.
Personalize the Forecast to Complete pagelet.
Page Name |
Definition Name |
Navigation |
Usage |
Click the Personalize Content link on the PeopleSoft homepage. Select Forecast to Complete. |
View the forecast to complete date variance for a maximum of five projects with the greatest variance. |
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Define default display information for the Forecast to Complete pagelet. |
Access the Forecast to Complete pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Forecast to Complete.)
The pagelet displays a bar graph of a maximum of five projects with the greatest variance. Click the Show All / Enhanced link to access the Forecast to Complete Variance page, which contains more details about date and time variance.
Access the Personalize Forecast to Complete page. (Select Setup Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults, ESA Portal Pack Pagelet Default Administration, click the Forecast to Complete Variance link on the ESA Portal Pack Pagelet Default Administration page, and click the Customize Forecast to Complete icon on the Forecast to Complete pagelet.)
Specify parameters to filter the projects that you want to appear on the Forecast to Complete pagelet.
This section discusses how to:
View My Program.
Personalize the My Program pagelet.
Page Name |
Definition Name |
Navigation |
Usage |
Click the Personalize Content link on the PeopleSoft homepage. Select My Program. |
View the specified program and the top four worst health projects. |
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Click the Customize My Program icon on the My Program pagelet. |
Define default display information for the My Program pagelet. |
Access the My Program pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select My Program.)
This pagelet displays the selected program and the top four projects that have the worst health within the program selected on the pagelet's personalization page. The projects that appear are one level down from the selected program on the Enterprise Program Tree.
Project (ID) |
Click this link for the selected program to access the Review Program page, which provides more detailed information about the program and projects under the program. When you click a link for one of the projects under the program, the pagelet transfers you to the Flexible Analysis page for the selected Project ID. This provides cost drilldown functionality and the ability to reconfigure flexible analysis cost columns. |
Program |
Indicates if it is a program or a project. |
Process Status |
Displays the processing status of the project. Available values are: Pending, Active, or Inactive. |
Project Manager |
Displays the current project manager. |
Project Type |
Indicates the project type. |
Project Status |
Displays the state of the project in its progress toward completion. |
% Complete (percent complete) |
Displays the percentage of the project work that is complete. This value can be entered by a project team member or automatically calculated by the system. |
Health |
Displays a visual indicator based on the health of the project. Available indicators are: Good (green diamond) Fair (yellow triangle) Poor (red square) |
Access the Personalize My Program page. (Click the Customize My Program icon on the My Program pagelet.)
Use the fields to filter the program and projects that you want to appear on the My Program pagelet.
This section provides an overview of OTAs in PeopleSoft Program Management and discusses how to:
Personalize the Budget to Forecast Time Variance OTA.
Personalize the Projects Predicted to be Late OTA.
Personalize the Actual to Forecast Utilization OTA.
Personalize the Forecast Utilization OTA.
An OTA must be selected on the Personalize Operational Threshold Alerts page for it to appear on a pagelet. OTAs are viewed on the Operational Threshold Alert pagelet with data that is personalized at the system administrator level or by the user. Two of the PeopleSoft Program Management OTAs—Forecast Utilization and Actual to Forecast Utilization—can also be viewed on the Operational Threshold Chart pagelet.
See Also
Setting Up PeopleSoft Enterprise Service Automation (ESA) Portal Pack
This section discusses calculations for these OTAs:
Budget to Forecast Time Variance
Projects Predicted Late to be Late
Forecast Utilization
Actual to Forecast Utilization
Calculating Budget to Forecast Time Variance
The calculations for the Budget to Forecast Time Variance OTA are:
Variable |
Calculation Method |
Budget Hours |
Sum of the values in the Project Summary table RESOURCE_QUANTITY field for rows belonging to the Projects Budget analysis group. |
Estimated Remaining Hours |
Sum of the values from the Forecasting Detail table (TOTAL_HOURS + REMAINING_HRS) for rows in the most current forecast horizon. |
Actual Hours |
Sum of the values in the Project Summary table RESOURCE_QUANTITY field for rows belonging to the Projects Cost analysis group. |
Estimated Hours |
Estimated Remaining Hours + Actual Hours |
Percent Variance |
((Estimated Hours – Budget Hours) / Budget Hours) x 100 |
For this OTA, the unit of measure is converted to hours, or the row is excluded from the calculation if the unit of measure cannot be converted to hours.
Calculating Projects Predicted to be Late
The calculation for the Projects Predicted to be Late OTA is:
Variable |
Calculation Method |
Project Estimated Completion Date |
The maximum COMPLETION_DATE on the Forecasting Detail table for the most current forecast horizon for each project. |
Number of Projects Predicted to be Late |
Count of the projects where the Estimated Completion Date is less than the value in the Project End Date field on the Project table. |
Calculating Actual to Forecast Utilization
The Actual to Forecast Utilization OTA compares actual utilization with forecasted utilization for a specified group of resources and period of time. This table lists the calculations for the Actual to Forecast Utilization OTA:
Variable |
Calculation Method |
Actual Utilization |
A percentage equal to the actual resource hours entered, that are not denied, in PeopleSoft Expenses for the specified period of time, divided by resource capacity for that period of time. |
Forecast Utilization |
A percentage equal to the forecasted resource utilized hours for the specified period of time entered in Services Forecasting divided by the resource capacity for that period of time. |
Actual to Forecast Utilization Variance |
The actual utilization percentage minus the forecast utilization percentage. The system compares the absolute value of the variance to the alert variance threshold percentage value that is specified by an administrator or personalized by each user. If the variance is less than or equal to the alert variance threshold percentage, a green visual indicator appears on the OTA pagelet. If the variance exceeds the alert variance threshold percentage, a red alert visual indicator appears on the OTA pagelet. For example, if actual utilization is 70% and forecast utilization is 85%, the variance is –15%. If the alert variance threshold percentage value is 10%, a red alert visual indicator appears because the absolute value of the variance is greater than the alert variance threshold. |
You can click Actual to Forecast Utilization in the Operational Threshold Alert pagelet to access the Utilization Parameters - Business Units or Organizational Units page in the PeopleSoft Program Management Services Forecasting feature to launch a resource utilization interactive report. You can filter the report by HR business unit, department, location, job code, employee ID, and range of weeks to include in the report.
Calculating Forecast Utilization
The Forecast Utilization OTA compares forecasted utilization with capacity for a specified group of resources and period of time. This table lists the calculations for the Forecast Utilization OTA:
Variable |
Calculation Method |
Forecasted Hours |
The estimated total number of project and personal hours for the specified period of time that are entered in Services Forecasting that a resource plans to engage in activity that the organization treats as utilized time. |
Capacity Hours |
The standard hours less company holiday hours for the resources that are included in the utilization analysis. |
Forecast Utilization |
The total number of hours that a resource plans to engage in activity that the organization treats as utilized time divided by the resource's capacity for a given period of time. This percentage is the total forecasted utilized hours divided by the number of capacity hours in the same period. |
The system compares the forecast utilization percentage to the alert threshold percent value that is specified by an administrator or personalized by each user. If the forecast utilization equals or exceeds the alert threshold, a green visual indicator appears on the OTA pagelet. If the forecast utilization is below the alert threshold, a red alert visual indicator appears on the OTA pagelet.
Each user can determine the scope of the Forecast Utilization OTA by adjusting the OTA's personalization settings. The OTA allows for filtering resources by requiring the user to select a human resources (HR) business unit and the number of future weeks over which the analysis is to take place. The user has the option of further filtering the scope of the analysis by specifying one or more locations or one or more departments within the HR business unit.
Click Forecast Utilization in the Operational Threshold Alert pagelet to access the Utilization Parameters - Business Units or Organizational Units page in the PeopleSoft Program Management Services Forecasting feature to launch a resource utilization interactive report. You can filter the interactive report by HR business unit, department, location, job code, employee ID, and range of weeks to include in the report.
Note. Time reporting codes that qualify as utilized time are specified in the Utilization Definition component (RS_AGG_DEF) in PeopleSoft Program Management.
Page Name |
Definition Name |
Navigation |
Usage |
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Select the OTAs to display on the Operational Threshold Alert or Operational Threshold Chart pagelets. Access the page used to personalize individual OTA tolerance levels. |
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Click the Personalize Content link on the PeopleSoft homepage. |
View up to five OTAs that display real-time monitoring data according to tolerance levels that you define. |
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Click the Personalize Content link on the PeopleSoft homepage. |
View an OTA that displays a real-time monitoring chart according to tolerance levels that you define. |
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PC_PE_BETV_PRS |
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Define default data for calculating and displaying the Budget to Forecast Time Variance OTA. |
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Define default data for calculating and displaying the Projects Predicted to be Late OTA. |
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Specify the business unit, date range, filter, and alert variance threshold percentage for the Actual to Forecast Utilization analysis. |
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Specify the business unit, date range, filter, and alert threshold percentage for the Forecast Utilization OTA. |
Access the Personalize Budget to Forecast Time Variance page. (Click the Budget to Forecast Time Variance link on the ESA Portal Pack Pagelet Default Administration page and select Click the Personalize icon for this OTA on the Personalize Operational Threshold Alerts page.)
Define the parameters for calculating and displaying the variance between budgets and forecasted time.
Access the Personalize Projects Predicted to be Late page. (Click the Projects Predicted to be Late link on the ESA Portal Pack Pagelet Default Administration page. Click the Personalize icon for this OTA on the Personalize Operational Threshold Alerts page.)
Define the parameters for calculating and displaying the projects that are predicted to be late.
Access the Personalize Actual to Forecast Utilization page. (Click Actual to Forecast Utilization on the ESA Portal Pack Pagelet Default Administration page, click the Customize icon on the Operational Threshold Alert pagelet or Operational Threshold Chart pagelet, and click the Personalize icon on the Actual to Forecast Utilization line on the Personalize Operational Threshold Alerts page.)
You specify business unit, department, and location information in this page in the same way as the Personalize Forecast Utilization page.
Number of Past Weeks |
Specify the number of past weeks to analyze. The system starts from the previous week and counts back for the specified number of weeks. Utilization is calculated for the entire number of weeks as if it were one rolling period.
Note. The Actual to Forecast Utilization OTA pagelet and
chart does not include the current calendar week in the analysis. The most
recent calendar week (prior to the current week) counts as 01.
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Alert Variance Threshold Percentage |
Enter the actual to forecast utilization variance percentage that triggers an alert on the OTA pagelet. The variance is the absolute value of the actual utilization percentage minus the forecast utilization percentage. If the variance is less than or equal to the value that you enter, a green visual indicator appears on the OTA pagelet. If the variance exceeds the value that you enter, a red alert visual indicator appears on the OTA pagelet. Enter the percentage as a whole or mixed number, such as 10 for 10 percent, or 15.5 for 15.5 percent. Enter a positive number. |
Access the Personalize Forecast Utilization page. (Select Set Up Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults, ESA Portal Pack Pagelet Default Administration, click Forecast Utilization on the ESA Portal Pack Pagelet Default Administration page, and click the Customize icon on the Operational Threshold Alert pagelet or Operational Threshold Chart pagelet.)
Administrators establish default values for the Forecast Utilization OTA pagelet and chart for each business unit. Users can overwrite the business unit default values when they personalize the Forecast Utilization OTA.
You must select an HR business unit to identify the resources to evaluate in the OTA pagelet or chart. You can view resources from your HR business unit, or select a different business unit. You can also narrow the list of resources to evaluate based on department or location. If you do not specify a department or location, the system evaluates all resources based on the utilization definition of the business unit that you select.
User Preferences |
Select to analyze resources from your HR business unit based on the utilization definition. Note. You define the billing actions, time reporting codes, and job codes that constitute utilized time for each HR business unit in the Utilization Definition component in PeopleSoft Program Management. |
Specify |
Select Specify and enter an HR business unit to analyze resources from a business unit other than the HR business unit that is defined in the utilization definition. |
Number of Future Weeks |
Select the period over which utilization is analyzed. The system starts with the current week and counts forward for the specified number of weeks. Utilization is calculated for the entire number of weeks as if it were one rolling period.
Note. For the Forecast Utilization OTA, the current calendar
week counts as week 01.
|
By Department |
Select By Department to analyze utilization for one department or multiple departments in aggregate. Click Look up Department to choose from a list of departments. Add as many departments as required. The default value for administrators is the administrator's department and business unit from the Job record (JOB). The default value for individual users is specified by the administrator. |
By Location |
Select By Location to analyze utilization for one location or multiple locations in aggregate. Click Look up Location Code to choose from a list of locations. Add as many locations as required. The default value for administrators is the administrator's location and business unit from the Job record. The default value for individual users is specified by the administrator. |
Alert Threshold Percentage |
Enter the minimum acceptable forecast utilization percentage. If forecast utilization falls below the alert threshold percentage, a red alert visual indicator appears in the OTA pagelet. If forecast utilization equals or exceeds the alert threshold percentage, a green visual indicator appears in the OTA pagelet indicating that the forecast utilization is acceptable. Enter the percentage as a whole or mixed number, such as 85 for 85 percent, or 75.5 for 75.5 percent. Enter a positive number. |
Show Only if Alert |
Select for the OTA to appear on the pagelet or chart only if forecast utilization falls below the alert threshold percentage. Deselect this option for the OTA to appear on the pagelet or chart if forecast utilization falls above, equals, or falls below the alert threshold percentage. |
Restore Defaults |
Select to restore the values on this page to the global default values that are established by the administrator. This button does not appear for administrators who access the page from the Setup Financials/Supply Chain folder. |