PeopleSoft Enterprise Financials, ESA, ALM, and SCM Portal Packs 9.1 PeopleBook

Using Pagelets Enabled by PeopleSoft Project Costing

This chapter discusses how to:

View top projects.
Use Operational Threshold Alerts (OTAs) for PeopleSoft Project Costing.
View transactions in progress (TIPs) for PeopleSoft Project Costing.

Viewing Top Projects

This section discusses how to:

View the top projects by budget amount.
Personalize the Top Projects pagelet.

Pages Used to View Top Projects

Page Name	Definition Name	Navigation	Usage
Top Projects pagelet	PC_PE_TOP_PROJS (wide) PC_PE_TOP_PROJS_N (narrow)	Click the Personalize Content link on the PeopleSoft homepage. Select Top Projects.	View budget amounts for the top five projects using filter criteria that you specify on the Personalize Top Projects page.
Personalize Top Projects	PC_PE_TOP_PRS	Setup Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults, ESA Portal Pack Pagelet Default Administration Click the Top Projects link on the ESA Portal Pack Pagelet Default Administration page. Click the Customize Top Projects icon on the Top Projects pagelet.	Define default information to appear on the Top Projects pagelet.

Page Name

Definition Name

Navigation

Usage

Top Projects pagelet

PC_PE_TOP_PROJS (wide)

PC_PE_TOP_PROJS_N (narrow)

Click the Personalize Content link on the PeopleSoft homepage.

Select Top Projects.

View budget amounts for the top five projects using filter criteria that you specify on the Personalize Top Projects page.

Personalize Top Projects

PC_PE_TOP_PRS

Setup Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults, ESA Portal Pack Pagelet Default Administration

Click the Top Projects link on the ESA Portal Pack Pagelet Default Administration page.
Click the Customize Top Projects icon on the Top Projects pagelet.

Define default information to appear on the Top Projects pagelet.

Viewing Top Projects by Budget Amount

Access the Top Projects pagelet. (Click the Customize icon on the Operational Threshold Alert pagelet or Operational Threshold Chart pagelet and select Top Projects.)

This pagelet displays the top five projects with the largest budgets sorted from high to low.

Project ID	Displays the unique project identifier. Click the link to access the Project Valuation component (PC_VALN_ANALYTICS) search page for the corresponding project. See Setting Up and Using Project Valuation.
% Complete (percent complete)	Displays the progress of the project and is calculated or entered manually based on project setup parameters. This field appears only on the wide version of this pagelet.
Cost Amount	Displays the sum of the values in the Project Business Unit Amount field (RESOURCE_AMOUNT) in the summary table for all rows with an analysis type in the analysis group that is specified for the project in the Actual Cost field (AN_GRP_TOT_COSTS) on the Project Costing Definition page for the project.
Budget Total	Displays the sum of the values in the Project Business Unit Amount field in the summary table for all rows with an analysis type in the analysis group that is specified for the project in the Cost Budget field (AN_GRP_ACTV_BUD) on the Project Costing Definition page for the project.
Cost Variance	Displays a value calculated as: (Cost amount – Budget total). This field appears only on the wide version of this pagelet.
Curr (currency) or Currency Code	Displays the base currency for the business unit.
Project Status, Health, and Health As Of	These fields provide information about the project. They appear only on the wide version of this pagelet.

Personalizing Top Projects

Access the Personalize Top Projects page. (Select Setup Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults, ESA Portal Pack Pagelet Default Administration, click the Top Projects link on the ESA Portal Pack Pagelet Default Administration page, and click the Customize Top Projects icon on the Top Projects pagelet.)

You access this page in one of two ways based on your role:

Administrators access the Personalize Top Projects page by clicking the Top Projects 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 pagelets.
Other users access this page by clicking the Customize Top Projects icon on the Top Projects pagelet.

User Preferences	Select to view only those projects with the project business unit that is specified in your user preferences.
Specify	Select to view projects from a business unit other than the project business unit that is specified in your user preferences. If you select Specify, you must enter a business unit value.
My Projects	Select to indicate that only those projects that you designate as part of your My Projects list appear on the Top Projects pagelet. If you do not have any projects in your My Projects list, no data appears on the Top Projects pagelet.

You can optionally filter the projects that appear on the Top Projects pagelet by specifying values for these fields:

Project Manager
Project Type
Project Status
Processing Status

Restore Defaults

Click 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 Projects link on the Top Projects pagelet.

Using OTAs for PeopleSoft Project Costing

This section provides an overview of OTA calculations for PeopleSoft Project Costing and discusses how to personalize:

Budget to actual cost variance.
Budget to actual time variance.
Gross margin.
Projects over budget.

You must select an OTA on the Personalize Operational Threshold Alerts for it to appear on the Operational Threshold Alert pagelet. OTAs are viewed on the Operational Threshold Alert pagelet with data that is personalized at the system administrator level or by the user. Additionally, you can select either the Budget to Actual Cost OTA or the Budget to Actual Time OTA to appear on the Operational Threshold Chart pagelet.

Understanding OTA Calculations for PeopleSoft Project Costing

This section discusses the calculations for PeopleSoft Project Costing's operational threshold alerts.

Calculating Budget to Actual Cost Variance

This table lists the calculations for the Budget to Actual Cost Variance OTA:

Variable	Calculation Method
Actual cost	Sum of the values in the Project Business Unit Amount field in the summary table for all rows with an analysis type in the analysis group that is specified for the project in the Actual Cost field on the Project Costing Definition page for the project.
Budget cost	Sum of the values in the Project Business Unit Amount field in the summary table for all rows with an analysis type in the analysis group that is specified for the project in the Cost Budget field on the Project Costing Definition page for the project.
Percent variance	((Actual costs – Budget costs) ÷ Budget costs) × 100

Calculating Budget to Actual Time Variance

This table lists the calculations for the Budget to Actual Time Variance OTA:

Variable	Calculation Method
Actual hours	Sum of the values in the Quantity field (RESOURCE_QUANTITY) in the summary table for all rows with an analysis type in the analysis group that is specified for the project in the Actual Cost field on the Project Costing Definition page for the project.
Budget hours	Sum of the values in the Quantity field in the summary table for all rows with an analysis type in the analysis group that is specified for the project in the Cost Budget field on the Project Costing Definition page for the project.
Percent variance	(Actual hours – Budget hours) ÷ Budget hours) × 100

Calculating Gross Margin

This table lists the calculations for the Gross Margin OTA:

Variable	Calculation Method
Total revenue recognized	Sum of the values in the Project Business Unit Amount field in the summary table for all revenue rows with analysis types in the analysis group of PSREV (system revenue) that have been recognized. Rows with recognized revenue have a general ledger distribution status of D (distributed). Note. To include fixed-amount revenue along with rate-based revenue, add the FRV (fixed cost revenue amount) analysis type to the PSREV analysis group.
Actual costs	Sum of the values in the Project Business Unit Amount field in the summary table for all rows with an analysis type in the analysis group that is specified for the project in the Actual Cost field on the Project Costing Definition page for the project.
Gross margin	(Total recognized revenue – Actual costs) ÷ Total recognized revenue) × 100

Calculating Projects Over Budget

This table lists the calculations for the Projects Over Budget OTA:

Variable	Calculation Method
Actual cost	Sum of the values in the Project Business Unit Amount field in the summary table for all rows with an analysis type in the analysis group that is specified for the project in the Actual Cost field on the Project Costing Definition page for the project.
Budget cost	Sum of the values in the Project Business Unit Amount field in the summary table for all rows with an analysis type in the analysis group that is specified for the project in the Cost Budget field on the Project Costing Definition page for the project.
Number of projects over budget	Count of the projects in the summary table where actual cost is greater than budget cost.

Pages Used to Personalize OTAs for PeopleSoft Project Costing

Page Name	Definition Name	Navigation	Usage
Operational Threshold Alert pagelet	PC_PE_OTA_LIST (wide) PC_PE_OTA_LIST_N (narrow)	Click the Personalize Content link on the PeopleSoft homepage. Select Operational Threshold Alert on the Personalize Content page and return to the PeopleSoft homepage.	View up to five OTAs that display real-time monitoring data based on tolerance levels that you define.
Operational Threshold Chart pagelet	PC_PE_OTA_CHART	Click the Personalize Content link on the PeopleSoft homepage. Select Operational Threshold Chart on the Personalize Content page and return to the PeopleSoft homepage.	View an OTA that displays a real-time monitoring chart based on tolerance levels that you define.
Personalize Operational Threshold Alerts	PC_PE_OTA_PRS	Click the Customize Operational Threshold Alert icon on the Operational Threshold Alert pagelet. Click the Customize Operational Threshold Chart icon on the Operational Threshold Chart pagelet.	Select the OTAs to appear on the Operational Threshold Alert or Operational Threshold Chart pagelets. Access the page to personalize individual OTA tolerance levels.
Personalize Budget to Actual Cost Variance	PC_PE_BACV_PRS	Click the Budget to Actual Cost Variance 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 default data for calculating and displaying the Budget to Actual Cost OTA.
Personalize Budget to Actual Time Variance	PC_PE_BATV_PRS	Click the Budget to Actual Time Variance 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 default data for calculating and displaying the Budget to Actual Time OTA.
Personalize Gross Margin	PC_PE_GRMG_PRS	Click the Gross Margin 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 default data for calculating and displaying the Gross Margin OTA.
Personalize Projects Over Budget	PC_PE_OVER_PRS	Click the Projects Over Budget 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 default data for calculating and displaying the Projects Over Budget OTA.

Personalizing Budget to Actual Cost Variance

Access the Personalize Budget to Actual Cost Variance page. (Click the Budget to Actual Time Variance link on the ESA Portal Pack Pagelet Default Administration page, or click the Personalize icon for this OTA on the Personalize Operational Threshold Alerts page.)

The Budget to Actual Cost description appears on the Operational Threshold Alert pagelet as a link that can access the Budget Summary component (PC_BUD_SUMMARY). Budget to Actual Cost can also appear as a bar chart on the Operational Threshold Chart pagelet.

Specify Date Range

Select the calendar and period over which the system displays the budget to actual variance.

Calendar ID	Select a calendar for the system to use when displaying the budget to actual variance on the pagelet.
Number of Prior Periods	Enter the number of periods for the system to use to obtain the budget to actual variance to appear on the pagelet. The system starts from the prior period and counts backward for the specified number of periods. The system uses the accounting date to compare with the date ranges specified by the number of periods.

Alert Settings

Alert Threshold % Variance (alert threshold percentage variance)	Enter the alert threshold that triggers a red alert visual indicator to appear on the Operational Threshold Alert pagelet if the budget to actual cost variance is greater than the threshold. A green visual indicator appears on the Operational Threshold Alert pagelet if the budget to actual cost variance equals or is less than the threshold, indicating that the variance is acceptable.
Show Only if Alert	Select this option for the OTA to appear on the OTA pagelet only if the budget to actual cost variance is greater than the alert threshold. Deselect this option for the OTA to appear on the pagelet if the budget to actual cost variance is greater than, equal to, or less than the alert threshold.

Personalizing Budget to Actual Time Variance

Access the Personalize Budget to Actual Time Variance page. (Click the Budget to Actual Time Variance link on the ESA Portal Pack Pagelet Default Administration page, or click the Personalize icon for this OTA on the Personalize Operational Threshold Alerts page.)

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.

The Budget to Actual Time description appears on the Operational Threshold Alert pagelet as a link that can access the Budget Summary component. Budget to Actual Time can also appear as a bar chart on the Operational Threshold Chart pagelet.

Personalizing Gross Margin

Access the Personalize Gross Margin page. (Click the Gross Margin link on the ESA Portal Pack Pagelet Default Administration page, or click the Personalize icon for this OTA on the Personalize Operational Threshold Alerts page.)

For this OTA, the alert threshold triggers a red alert visual indicator to appear on the Operational Threshold Alert pagelet if the gross margin is less than the threshold. A green visual indicator appears on the Operational Threshold Alert pagelet if the gross margin equals or is greater than the threshold, indicating that the margin is acceptable.

Personalizing Projects Over Budget

Access the Personalize Projects Over Budget page. (Click the Projects Over Budget link on the ESA Portal Pack Pagelet Default Administration page, or click the Personalize icon for this OTA on the Personalize Operational Threshold Alerts page.)

For this OTA, the alert threshold represents the number of projects that trigger a red alert visual indicator to appear on the Operational Threshold Alert pagelet if the number of projects over budget is greater than the threshold. A green visual indicator appears on the Operational Threshold Alert pagelet if the number of projects over budget is less than the threshold, indicating that the number of projects is acceptable.

Viewing TIPs for PeopleSoft Project Costing

This section discusses how to view these TIPs:

Unpriced in progress.
Payables in progress.
Expenses in progress.
Inventory in progress.
Purchasing in progress.
Expenses time in progress.

Pages Used to View Transactions in Progress for PeopleSoft Project Costing

Page Name	Definition Name	Navigation	Usage
Unpriced in Progress pagelet	PC_PE_TIP_ALLTOPC	Click the Personalize Content link on the PeopleSoft homepage. Select Unpriced in Progress.	View a graph showing all expense transactions that are transmitted to PeopleSoft Project Costing that are not yet costed or priced.
Payables in Progress pagelet	PC_PE_TIP_APTOPC	Click the Personalize Content link on the PeopleSoft homepage. Select Payables in Progress.	View a graph showing the number of payable expense transactions that are recorded but not yet transmitted to PeopleSoft Project Costing.
Expenses in Progress pagelet	PC_PE_TIP_EXTOPC	Click the Personalize Content link on the PeopleSoft homepage. Select Expenses in Progress.	View a graph showing the number of expense transactions that are approved but not yet transmitted to PeopleSoft Project Costing.
Inventory in Progress pagelet	PC_PE_TIP_INTOPC	Click the Personalize Content link on the PeopleSoft homepage. Select Inventory in Progress.	View a graph showing the number of inventory cost transactions that are not yet transmitted to PeopleSoft Project Costing.
Purchasing in Progress pagelet	PC_PE_TIP_POTOPC	Click the Personalize Content link on the PeopleSoft homepage. Select Purchasing in Progress.	View a graph showing purchase order cost transactions that are not yet transmitted to PeopleSoft Project Costing.
Expenses Time in Progress pagelet	PC_PE_TIP_TMTOPC	Click the Personalize Content link on the PeopleSoft homepage. Select Expenses Time in Progress.	View a graph showing the number of time entry transactions that are approved but not yet transmitted to PeopleSoft Project Costing.
Personalize Transaction in Progress	PC_PE_TIP_PRS	Click the Customize icon on any Project Costing TIP pagelet.	Define default information to appear on transaction in progress pagelets for PeopleSoft Project Costing reports.

Viewing Unpriced in Progress

Access the Unpriced in Progress pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Unpriced in Progress.)

Transaction Inquiry Page

Click to access the Transaction in Progress page to view details about the TIPs that are graphed on the pagelet.

Viewing Payables in Progress

Access the Payables in Progress pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Payables in Progress.)

Payables to Projects

Click to access the PeopleSoft Payables page to run the Payables to Project Costing Application Engine process (PC_AP_TO_PC) to transmit payable expense transactions to PeopleSoft Project Costing.

Viewing Expenses in Progress

Access the Expenses in Progress pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Expenses in Progress. )

Expenses to Projects

Click to access the PeopleSoft Expenses page to run the Expenses to Project Costing process to transmit travel expense transactions to PeopleSoft Project Costing.

Viewing Inventory in Progress

Access the Inventory in Progress pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Inventory in Progress.)

Inventory to Projects

Click to access the Inventory page to run the Inventory to Project Costing Application Engine process (PC_IN_TO_PC) to transmit inventory cost transactions to PeopleSoft Project Costing.

Viewing Purchasing in Progress

Access the Purchasing in Progress pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Purchasing in Progress.)

Purchasing to Projects

Click to access the Purchasing page to run the Purchasing to Project Costing Application Engine process (PC_PO_TO_PC) to transmit purchase order cost transactions to PeopleSoft Project Costing.

Viewing Expenses Time in Progress

Access the Expenses Time in Progress pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Expenses Time in Progress.)

Expenses to Projects

Click to access the PeopleSoft Expenses page to run the Expenses to Project Costing Application Engine process (PC_EX_TO_PC) to transmit travel expense transactions to PeopleSoft Project Costing.