This chapter discusses how to:
Review programs and projects.
View earned value.
View and load estimate to complete transactions.
View forecast to complete variance.
See Also
Analyzing Resource Utilization
Reviewing and Adjusting Project Costs
This section provides an overview of the manager workbench and discusses how to:
Review programs and projects.
Generate the Review Program report.
View the enterprise program tree.
Review project health using the manager workbench.
Review activity health using the manager workbench.
The Manager Workbench is organized into two pages. Managers can view information about a project on the Manager Workbench page and click the Activity tab to view workbench information about the project's activities. The project Manager Workbench page contains information about the project manager, project status and project processing status. Additionally, the Manager Workbench displays health indicators for overall project and activity health and for each scorecard component. You can define an option at the business unit-level to manually enter or automatically calculate project health indicators for project overall, schedule, budget, resources, issues, and risks. You can override this option at the project level. The system displays these colored indicators based on the project or activity health:
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Indicates good health for the project or activity health attributes. |
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Indicates fair health for the project or activity health attributes. |
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Indicates poor health for the project or activity health attributes. |
The Manager Workbench also contains these collapsible group boxes:
Scorecard: Information about the schedule, budget, resources, issues, and risks.
Milestones: List of the project milestone activities
Top 5 Issues: List of the top five unresolved issues.
Top 5 Risks: List of the top five risks based on risk status and priority.
Change Requests: List of the five most recently approved project change requests, the five oldest unapproved change requests, and change control statistics.
Project Exceptions: Information on late activities, unassigned activities, upcoming activities, overloaded resources, activity and assignment conflicts, and late deliverables.
You can expand and collapse the group boxes, all at once or individually, to review detailed information about the health of the project.
On the activity tab of the Manager Workbench, you can select the project activity that you want to review. The workbench contains information about the activity owner, activity status, and activity processing status. It includes activity health indicators that the system calculates each time that you access the page by using the most recent data on the activity schedule, budget, resources, issues, risks, and deliverables. It also lists the top five issues and risks for the activity.
From both of the Manager Workbench pages you can navigate to other components in PeopleSoft Program Management and PeopleSoft Project Costing to view or modify information about the project or activity.
Page Name |
Definition Name |
Navigation |
Usage |
PGM_REVIEW_PROG |
Program Management, Program Tools, Review Program |
Displays detailed information about projects and programs on the enterprise program tree and enables drilling down to each program and project. |
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RUN_PGM1000 |
Program Management, Program Tools, Review Program Click the Run Review Program Report link on the Review Program page. |
Specify run control parameters to create report the Review Program Crystal report (PGM1000). |
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PGM_VIEW_EPT |
Program Management, Program Tools, Review Program, View Enterprise Program Tree |
View a display-only version of the enterprise program tree for reference purposes. |
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PC_MGR_WORKBENCH |
Program Management, Project Management, Manager Workbench |
View a project summary and health data. |
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PGM_MGRWBENCH_ACT |
Program Management, Project Management, Manager Workbench Select the Activity tab. |
View activity summary and health data. |
Access the Review Program page (Program Management, Program Tools, Review Program).
Indicate the maximum number of program levels to display for review. Options are 01, 02, or 03 levels down from the selected program. |
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Search |
Click to display a list of programs and projects. The size of the list depends on the number of levels that you specify in the Max Level to Display field. |
Project List - Details
This view displays fields that pertain to various elements of the program or project—percent complete, start and end dates, category, application, application area and actual and budget cost data.
Lists the project percent complete. |
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Start Date and End Date |
Lists the start and end dates for the program or project. |
Category |
Lists the category for the program or project. |
Application Area |
Lists the application area for the program or project. |
Application |
Lists the application for the program or project. |
Lists the cost budget for projects in pending processing status. The system selects the budget data from the Budget Summary table (PC_BUD_SUMMARY). The budget data that appears is data that is not yet finalized. This column is not summarized at the program level. Click an amount to access the Budget Detail page, where you can review the details for the budget amount. |
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Lists the finalized cost budget for projects with active or inactive processing status. The system select the budget data from the Activity Summary table (PC_ACTIVITY_SUM). This column is summarized at the program level. Click an amount to access the Budget Detail page, where you can review the details for the budget amount. |
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Lists the project's actual cost. This data is selected from the PC_ACTIVITY_SUM table. This column is summarized at the program level. |
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Cost Variance |
Displays the difference between the cost budget and cost actuals, which is calculated as (Budget Cost) – (Actual Cost). |
Project List - Statistics
Lists how many unresolved issues there are for the project. (Unresolved issues are issues where the resolution date is blank.) Click the amount to access the Issues search dialog page, where you can review project issues. |
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Lists how many critical unresolved issues exist for the project. |
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Lists the percentage of project issues that are critical. |
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Lists the total number of deliverables there are for the project. |
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Lists the number of project deliverables that are late. |
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Lists the percentage of deliverables that are late. |
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Lists the total number of risks that exist for the project. |
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Lists the number of project risks with no action plan. |
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Lists the percentage of risks that have no action plan. |
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Project Manager |
Displays the current program or project manager. |
Go To
See Also
Budgeting Project Costs and Revenue
Access the Review Program Report page (click the Run Review Program Report link on the Review Program page).
Specify the report parameters and click Run to generate the report.
This report assists you in processing inquires that result in more than 50 programs or projects that meet the search criteria on the Review Program page. Because of the amount of processing time that could be required to return calculated information for more than 50 programs or projects, PeopleSoft Program Management delivers the Review Program Report. This report provides the same information as the Review Program page; however, it does so by using the PeopleSoft Process Scheduler to launch the Review Program Details Application Engine process (PGM_REVW_AE) and the Review Program Crystal report (PGM1000).
Access the View Enterprise Program Tree page (Program Management, Program Tools, Review Program, View Enterprise Program Tree).
This page is a display-only view of the enterprise program tree that is for the selected program.
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Click to expand a folder and view its subordinate programs or projects. |
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Click to collapse a folder and all of its subordinate programs or projects. |
Tree Manager |
Click to access the Tree Manager page on which you can edit the tree. |
Access the Manager Workbench page (Program Management, Project Management, Manager Workbench).
This page provides a summary of project data from various components in PeopleSoft Program Management and PeopleSoft Project Costing. The Manager Workbench provides project managers with an overview of their projects and enables them to navigate quickly to view details in either application.
Displays the visual indicator to identify the overall project health that is either manually entered on the project definition or calculated by the system as the weighted average of the health indicators of scorecard components. |
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Displays the visual indicator to identify the project attribute health that is either manually entered on the project definition or calculated by the system based on the health criteria that is established on the Program Management Options page. If no health criteria are established for the business unit in which this project resides, the health fields do not appear. |
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User Defined |
Displays the visual indicator to determine good, fair, or poor health that you specify on the project definition. |
As of Date |
Displays the date that the project attribute health was last updated. |
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Click to expand all of the sections on the page. |
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Click to collapse all of the sections on the page. |
This scorecard displays detailed information regarding project schedule health. The system calculates these values using the Program Refresh Application Engine process (PGM_PROGRFSH) and stores the data in the Project Health table (PC_PROJHEALTH).
Displays the percentage of overdue activities, which is calculated as ((Number of Overdue Activities) ÷ (Total Activities) × 100. |
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Duration |
The project duration, in days. |
Percent Complete |
The percentage of the project that is complete. |
This scorecard displays detailed information regarding the budget for this project. The system calculates these values using the Program Refresh Application Engine process (PGM_PROGRFSH) and stores the data in the Project Health table (PC_PROJHEALTH). The system calculates budget health based on the budget alert criteria entered on the Budget Alerts page.
See Defining Budget Alert Thresholds.
Cost Variance |
Displays the difference between the budget amount and cost amount, which is calculated as (Budget Cost) – (Actual Cost) . |
Variance Percent |
Displays the variance percentage for the project calculated, which is calculated as ((Budget Cost) − (Actual Cost)) ÷ (Budget Cost)) × 100. |
Budget Amount |
Displays the budget amount, which is calculated as the sum of all project transactions for the selected project, where the analysis type is in the project's budget analysis group (AN_GRP_ACTV_BUD). |
Cost Amount |
Displays the cost amount, which is calculated as the sum of all project transactions for the selected project, where the analysis type is in the project's cost analysis group (AN_GRP_TOT_COSTS). |
This scorecard displays detailed information regarding project resources. The system calculates these values using the Program Refresh Application Engine process (PGM_PROGRFSH) and stores the data in the Project Health table (PC_PROJHEALTH).
Overloaded(%) (overloaded percentage) |
Displays the percentage of resources that have overbooked schedules, which is calculated as ((Number of Overloaded Resources) ÷ (Total Resources) × 100. |
Total |
Displays the number of resources that have been assigned to this project. |
Total Overloaded |
Displays the number of resources that are assigned to this project and are overbooked. |
This scorecard displays detailed information regarding project issues. The system calculates these values using the Program Refresh Application Engine process (PGM_PROGRFSH) and stores the data in the Project Health table (PC_PROJHEALTH).
High Issues(%) (high issues percentage) |
Displays the percentage of issues that are high priority, which is calculated as ((Number of High Priority Issues) ÷ (Total Number of Issues) × 100. |
This scorecard displays detailed information regarding project risks. The system calculates these values using the Program Refresh Application Engine process (PGM_PROGRFSH) and stores the data in the Project Health table (PC_PROJHEALTH).
Risks without Action Plan(%) (risks without action plan percentage) |
Displays the percent of risks that do not have an associated action plan, which is calculated as ((Number of Risks without an Action Plan) ÷ (Total Number of Risks) × 100. |
Project milestones are key events in a project that have special significance. A milestone can be the completion of a major deliverable or the realization of an important approval. You define milestones in the Project Activity - Definition page. Use this section to view summary information for the activities that have been defined as milestones for this project.
Activity |
Displays the activity ID of the milestone activity as a link to the activity definition. Click the activity ID link to transfer to the Project Activity component, where you can view and update the activity definition. |
Contract Impact |
Indicates whether this milestone is associated with any contract lines. Values include: Yes or No. When the project milestone is referenced in any PeopleSoft Contract billing plan, revenue plan, or contract milestone, Yes appears in this field. Click the Yes link to access the Impacted Contract Details page in PeopleSoft Contracts. |
Use this section to view the top five unresolved issues sorted by priority—highest to lowest, and age—oldest to newest.
Issue ID |
Displays the issue ID as a link to the Issue page, where you can view or update issue data. |
Issue Priority |
Displays a color visual indicator to indicate the issue priority. |
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Displays this symbol to indicate that this is a high priority issue. |
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Displays this symbol to indicate that this is a medium priority issue. |
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The system displays this symbol to indicate that this is a low priority issue. |
Use this section to view the top five risks sorted first by risk status, risk priority—highest to lowest, then priority number—lowest to highest. This data is specified on the Project Risk page.
Risk Summary |
Displays the risk summary as a link to the Project Risk page, where you can view or update risk information. |
Activity |
Displays the activity ID of the activity for which this risk is defined. The system displays the activity ID only if this is an activity risk. |
Risk Status |
Displays the status of the risk. The system only displays Active and Potential risks. |
Risk Priority |
Displays a color visual indicator to indicate the risk priority. |
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Displays his symbol to indicate that this is a high priority risk. |
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Displays this symbol to indicate that this is a medium priority risk. |
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Displays this symbol to indicate that this is a low priority risk. |
Priority Number |
Displays the priority number that is defined on the Project Risk page. |
Change Requests - 5 Most Recently Approved
Use this section to view a list of the five most recently approved project change requests. Click the Change Request ID link to transfer to the Change Request page.
Change Requests - 5 Oldest Unapproved
Use this section to view a list of the five oldest unapproved project change requests. Click on the Change Request ID link to transfer to the Change Request page.
Change Requests - Change Request Statistics
Use this section to view the number of approved and submitted change requests that have been entered for this project. The change requests are sorted by change request type.
Project Exceptions - Late Activities
Use this section to view a list of detail activities that are incomplete after the activity end date. Click the Activity ID link to transfer to the Activity Definitions - General Information page, where you can view and modify the activity schedule.
Project Exceptions - Unassigned Activities
Use this section to view a list of detail activities for which there are no assigned resources. Click the Activity ID link to transfer to the Project - Resources page, where you can view and edit the activity definition.
Project Exceptions - Upcoming Activities
Use this section to view a list of detail activities that are scheduled to begin within the next week. Click the Activity ID link to transfer to the Activity Definitions - General Information page, where you can view and edit the activity definition.
Project Exceptions - Overloaded Resources
Use this section to view a list of overloaded resources, as determined by the Calculate Warning Indicator Application Engine (PGM_SCH_EDIT). Click the Activity ID link to transfer to the Resources by Activity page, where you can view and edit resources that are assigned to an activity.
Project Exceptions - Activity/Assignment Conflicts
Use this section to view a list of resources that have activity assignments beyond their assignment schedule in PeopleSoft Resource Management.
Click the Activity ID link to transfer to the Activity Definitions - General Information page, where you can view and edit the activity definition.
Click the Assignment Details icon to transfer to the Resource Detail page (PC_PRL_SCHED), where you can review the assignment details. This section appears only if PeopleSoft Resource Management is installed.
Project Exceptions - Late Deliverables
Use this section to view a list of incomplete deliverables that are past their due date. Click the Deliverable ID link to transfer to the Deliverable Detail page, where you can view and update deliverable data.
Go To
The Go To selections access other program management functions. Options are:
Access the Manager Workbench - Activity page (Program Management, Project Management, Manager Workbench, Activity tab).
This page provides a summary of activity data from various components in PeopleSoft Program Management and PeopleSoft Project Costing. Use the Activity field to specify the activity for the data you want to display. You can specify a summary or detail activity. For a summary activity, the system sums or averages its detail activities for all calculations. For example, the budget cost of a summary activity is the sum of the budget costs of all child activities and the summary activity schedule health is an average of the activity schedule health values.
Activity |
Select the activity ID for which to display the workbench information. You can select from any summary or detail activity within the project. |
Activity Status |
Displays the current activity status that is defined on the Status page for activities. |
Processing Status |
Displays the current processing status that is defined on the Activity Definitions - General Information page. |
Activity Owner |
Displays the current activity owner that is defined on the Activity Definitions - General Information page. |
Activity Health
Scorecard - Schedule
This scorecard displays detailed information regarding the schedule for this activity. The system calculates these values in real time each time you access this page.
Health |
Displays a color visual indicator to identify the activity schedule health based on the alert and warning percentages that are specified on the Program Management Options page. |
Activity Overdue(%) (activity overdue percentage) |
Displays the percentage of overdue activities, which is calculated as ((Number of Overdue Activities) ÷ (Total Activities) × 100. |
Duration |
The activity duration, in days. For summary activities, the system displays 0. |
Percent Complete |
The percentage of the activity that is complete. |
This scorecard displays detailed information regarding the budget for this activity. The system calculates these values in real time each time you access this page.
Health |
Displays a color visual indicator to identify the activity budget health based on the budget alert criteria on the activity Budget Alert page. If there is no budget alert set up for this activity or this is not a cost activity, the system displays good health. |
Cost Variance |
Displays the difference between the budget amount and cost amount, which is calculated as (Budget Cost) – (Actual Cost) . If this is not a cost activity, then the systems displays 0. |
Variance Percent |
Displays the variance percentage, which is calculated as ((Budget Amount) − (Cost Amount)) ÷ (Budget Amount)) × 100. If this is not a cost activity, then the systems displays 0. |
Budget Amount |
Displays the budget amount, which is calculated as the sum of all transactions for the selected activity. If this is not a cost activity, then the systems displays 0. |
Cost Amount |
Displays the cost amount, which is calculated as the sum of all transactions for the selected activity. If this is not a cost activity, then the systems displays 0. |
This scorecard displays detailed information regarding activity resource health. The system calculates these values in real time each time you access this page.
Overloaded(%) (overloaded percentage) |
Displays the percentage of resources that have overbooked schedules on this activity, which is calculated as ((Number of Overloaded Resources) ÷ (Total Resources) × 100. |
Total |
Displays the number of resources that have been assigned to this activity. |
Total Overloaded |
Displays the number of resources that have been assigned to this activity and are overbooked. |
This scorecard displays detailed information regarding issues for this activity. The system calculates these values in real time each time you access this page.
High Issues(%) (high issues percentage) |
Displays the percent of issues for this activity that are high priority calculated as ((Number of High Priority Issues) ÷ (Total Number of Issues) × 100. |
This scorecard displays detailed information regarding activity risks. The system calculates these values in real time each time you access this page.
Risks without Action Plan(%) (risks without action plan percentage) |
Displays the percent of risks for this activity that do not have an associated action plan, which is calculated as ((Number of Risks without an Action Plan) ÷ (TotalNumber of Risks) × 100. |
This scorecard displays detailed information regarding deliverables for this activity. The system calculates these values in real time each time you access this page.
Overdue(%) (overdue percentage) |
Displays the percentage of deliverables for this activity that are overdue, which is calculated as ((Number of Overdue Deliverables) ÷ (Total Number of Deliverables) × 100. |
Use this section to view the top five unresolved issues sorted by priority—highest to lowest, and age—oldest to newest, for this activity.
Use this section to view the top five risks sorted first by risk status, risk priority—highest to lowest, then priority number—lowest to highest, for this activity. This data is specified on the Project Risk page.
This section provides an overview of earned value and discusses how to view earned value.
Earned value is a way to monitor the activity budget by comparing the amount of work that is performed against the amount that is budgeted for that quantity of work. For example, if half of the work that is required by an activity is completed, only half of the activity's budget should be used.
Page Name |
Definition Name |
Navigation |
Usage |
PC_EA_EARNED_VALUE |
Program Management, Interactive Reports, Earned Value |
View earned value and other data that is related to time factors, budget, and actual cost of a project and its activities. |
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PC_EARNED_VAL_PRJN |
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View earned value history and future projection for projects or activities in an S-Curve chart. |
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PC_PRCNT_COMP_HIST |
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View a chart of the percent complete progression over time for projects and activities. |
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PC_ACT_FCAST_CHART |
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View a bar chart of the actual cost of work performed values and the forecast values for projects and activities. |
Access the Earned Value page (Program Management, Interactive Reports, Earned Value).
Enter the necessary search criteria to filter the projects or activities that require earned value analysis. Click the Search button to retrieve and display a list of projects and activities that meet the specified parameters. Click the Reset button to reinstate the default search settings.
If a detail project is entered in the Project field, the page displays earned value data for the entire project and for each activity that is within the project.
If a program is entered in the Project field, the page displays earned value data for all projects that are under the specified program. The Max Level field limits the selection of child projects to the first, second, or third level under the program as it is defined on the enterprise program tree.
Displays the percentage complete value that the system calculates based on the method that is selected on the Project Costing Definition page. |
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Displays the number of days that are allotted for the completion of the project or activity. |
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Displays the budget amount that is allocated for the time period starting from the beginning of the project or activity to the current date. |
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Displays the budgeted cost based on the percentage of the project or activity that is completed and the corresponding duration date. For example, if the project is 50 percent complete, this field summarizes and displays all budget rows in the Project Transactions summary table (PC_SUMMARY_TBL) that have an accounting date that occurs on or before the halfway date of the project's duration. This is also known as the earned value. |
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Displays the actual cost of the project or activity as of the current date. |
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Displays the cost difference between the baseline plan and the current progress of the activity at the current date. Calculated as: (Budgeted Cost of Work Performed) − (Budgeted Cost of Work Scheduled) . |
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Displays the difference between how much it should cost to achieve the current level of completion for the activity and how much it actually costs to a achieve the level of completion as of the current date. Cost variance is calculated as (Budgeted Cost of Work Performed) − (Actual Cost of Work Performed) . |
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Displays the ratio of the work that is performed to the work that is scheduled, which is calculated as (Budgeted Cost of Work Performed) ÷ (Budgeted Cost of Work Scheduled) . |
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Displays the ratio of the budgeted cost of work that is performed to actual cost, which is calculated as (Budgeted Cost of Work Performed) ÷ (Actual Cost of Work Performed) . |
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Click to access the Earned Value Projection page where you can view earned value history and future projection. If you click the icon on an activity row, the system draws the chart for that activity. If you click the icon on a project row, the system draws the chart for that project. |
Access the Earned Value Projection page (Program Management, Interactive Reports, Earned Value Projection, Earned Value Projection).
Note. Because earned value reporting is a comparison of the performance of a project against its budget, if a project does not have an active budget, earned value cannot be determined. The system can draw the earned value projection chart only for projects with active budgets.
Business Unit |
Enter the business unit that contains the project or activity for which you want to draw the chart. |
Project |
Enter the project ID for which you want to draw a chart. If you want to draw a chart for a project, you should leave the Activity field blank. |
Activity |
Enter the activity for which you want to draw a chart. If you leave this field blank, the system draws a chart at the project level. |
Currency Code |
Displays the currency code in which the amounts are displayed. This is the project business unit currency code. |
Start Date and End Date |
Displays the start date and end date of either the project or the activity depending on whether the chart is being drawn for a project or for an activity. |
Draw Chart |
Click to render the chart based on the parameters that you entered for Business Unit, Project, and Activity. |
Reset |
Click to reset the chart to the original chart from when you entered this page. |
Periods |
Displays the periods that are based on the active project cost budget calendar. Each plot point represents the ending date of each budget period. The last plot point is based on the budget period end date of the greatest accounting date of actuals, cost estimates to complete, and budget for the project. If the project does not have an active budget, then the system cannot determine earned value and an error message appears. |
BCWS (budgeted cost of work scheduled) |
Represents the budgeted cost of work scheduled. This is the finalized budget. The system uses the Cost Budget analysis group defined for the project and sums all amounts with accounting dates less than or equal to each plot point date. |
BCWP (budgeted cost of work performed) |
Represents the budget cost of work performed. The system charts the BCWP values based on these rules:
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ACWP (actual cost of work performed) |
Represents the actual cost of work performed. The system charts the ACWP values based on these rules:
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View Percent Complete History |
Click to access the Percent Complete History page where you can view the percent complete progression for this project or activity. |
View Actuals and Forecast Chart |
Click to access the Actual and Forecast Chart page where you can view actuals and forecast over time for this project or activity. |
Access the Percent Complete History page (Program Management, Interactive Reports, Percent Complete History, Percent Complete History).
If you access this page by clicking on the View Percent Complete History link from the Earned Value Projection page, the system opens this page in a new window and displays the chart with the criteria that you entered on the Earned Value Projection page. If you access this page from menu navigation, you can enter the search criteria and click the Draw Chart button to generate the chart.
The system draws the chart from the project or activity start date to the current date. The x-axis is based on the project's active budget calendar. If the project has no active budget, then the installation level default budget calendar will be used. The plot points are the budget period end dates. The y-axis is the percent complete.
Access the Actual and Forecast Chart page (Program Management, Interactive Reports, Actuals and Forecast, Actual and Forecast Chart).
This page displays a bar chart of the ACWP for each period. If you access this page by clicking on the View Actuals and Forecast Chart link from the Earned Value Projection page, the system opens this page in a new window and displays the chart with the criteria that you entered on the Earned Value Projection page. If you access this page from menu navigation, you can enter the search criteria and click the Draw Chart button to generate the chart.
This section provides and overview of the Load Estimate to Complete Application Engine process (PGM_ETC_LOAD) and discusses how to:
Set up estimate to complete analysis types.
Load estimate to complete transactions.
View estimate to complete transactions.
The Load Estimate to Complete Application Engine process (PGM_ETC_LOAD) creates estimate to complete rows in the Project Transaction table (PROJ_RESOURCE). The system uses the estimate to complete data for earned value reporting and project valuation reporting.
To calculate the estimate to complete values, the Load Estimate to Complete process multiplies the remaining work by the cost rate and then spreads it evenly across the remaining periods of the activity. The process uses the calendar that is associated with the active cost budget plan for the project. If no active cost budget plan exists, the process uses the default budget calendar from the Project Costing Installation Options page. The date range that the process uses is from the current date to the end date of the activity. If the end date of the activity has passed and work still remains for that activity, the process loads the entire estimate to complete amount into the current period and performs no spreading.
An activity can have multiple estimate to complete rows if more than one currency code is used on the activity resource list. The process summarizes the rows by activity and currency code and then calls the Transaction Loader Application Engine process (PC_INTFEDIT) to load the rows into the Project Transaction table.
You must manually initiate or schedule the Load Estimate To Complete process as often as you require time reports to be submitted. For example, if you require weekly time reports, you should approve time reports weekly, and run the process after you approve the time reports. This process cannot be initiated automatically because users may adjust the remaining work amount after the Expenses to Project Costing Application Engine process (PC_EX_TO_PC) loads time data from PeopleSoft Expenses. After you run the Load Estimate To Complete process for a business unit, and optionally for a project, the estimate to complete rows remain in the Project Transaction table until you run the Load Estimate To Complete process again for that business unit and project.
See Also
Understanding Pricing Project Costs
Page Name |
Definition Name |
Navigation |
Usage |
INSTALLATION_PCINT |
Setup Financials/Supply Chain, Install, Installation Options, Project Costing Integration |
Select the analysis types for transactions. |
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RUN_PGM_ETC_LOAD |
Program Management, Program Tools, Load Estimate To Complete, Load Estimate to Complete |
Run the Load Estimate to Complete application engine to load the estimate to complete transactions into the Project Transactions table. |
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PC_PRJ_ANALYTICS |
Project Costing, Interactive Reports, Project Valuation |
View the estimate to complete transactions at the project and activity level using the valuation template of your choice. |
Access the Installation Options - Project Costing Integration page (Setup Financials/Supply Chain, Install, Installation Options, Project Costing Integration).
Use this page to define the Cost Estimate to Complete and Bill Estimate to Complete analysis types. Users enter the analysis types that the system assigns to rows that are created when activity remaining work is multiplied by the activity cost rate and activity bill rate. PeopleSoft Program Management delivers these analysis types for this purpose:
These analysis types are default values and can be changed by users.
See Understanding Transaction-Related Control Data.
Access the Load Estimate to Complete page (Program Management, Program Tools, Load Estimate To Complete, Load Estimate to Complete).
Business Unit |
Enter the business unit for which to calculate the estimated remaining cost or billing amounts. |
Project |
Enter the project ID to run this process for only one project. You can only choose from active projects. |
Cost Estimate to Complete |
Select to enable the process to reload the rows with the analysis type of ETC in the Project Transaction table. |
Bill Estimate to Complete |
Select to enable the process to reload the rows with the analysis type of ETB in the Project Transaction table. |
Access the Project Valuation page (Project Costing, Interactive Reports, Project Valuation).
After estimate to complete transactions are loaded into the Project Transaction table, you can view them on the Project Valuation page using the appropriate valuation template that has been set up by the system administrator. The cost estimate to complete transactions appear as transactions with the analysis type that is specified on the Installation Options - Project Costing Integration. The default analysis type setting for cost estimate to complete is ETC and the default for bill estimate to complete is ETB.
See Setting Up and Using Project Valuation.
This section discusses how to:
View forecast to complete variance.
View the forecast to complete variance chart.
Note. The forecasts mentioned on this page refer to only Services Forecasting forecasts, not to the Estimate at Completion forecasts.
Page Name |
Definition Name |
Navigation |
Usage |
BUS_UNIT_TBL_PC |
Set Up Financials/Supply Chain, Business Unit Related, Project Costing, Project Costing Definition, Project Costing Definition |
To use this analytic function, select a value for the Hours Unit of Measure field. This value converts the quantity of the selected unit of measure to hours. |
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PC_EA_ETC_ANL1 |
Program Management, Interactive Reports, Forecast to Complete, Forecast to Complete Variance |
Provides project search criteria to display a list of project transactions with time and date variance data. |
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PC_EA_ETC_ANL2 |
Click the Graphical View link on the Forecast to Complete Variance page. |
Uses search criteria from Forecast to Complete Variance page to display graphical view of project time and date variance data. |
Access the Forecast to Complete Variance page (Program Management, Interactive Reports, Forecast to Complete, Forecast to Complete Variance).
Note. This page reports only projects for which the forecasting level is set to Project/Activity on the Program Management page.
Enter the necessary search criteria to filter the projects that require forecast to complete variance analysis. Click the Search button to retrieve and display a list of projects that meet the specified parameters. Click the Reset button to reinstate the default search settings.
The page displays time and date variance data for each project that is in the filtered list.
Click the Graphical View link to create a chart view of the variance data. This link is only available if the selected Summarize By option is Project.
Activity Selection
Activity, Percent Complete From, and Percent Complete Through |
Select an activity ID for which the completion percentage ranges from the value in the Percent Complete From field through the value in the Percent Complete Through field to provide further search criteria. |
Display Options
These options customize how variance data appears.
Show Only |
Select a value other than the default All to limit the displayed variances by using a comparison variance value. Options are:
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Variance Value |
Specify the variance value to use for comparison purposes. |
Summarize By |
Select whether variance data displays by Project or by Activity. |
Time Variance and Date Variance
Activity |
Displays the activity ID. This column is displayed only if Activity is selected in the Summarize By section. |
Actual Hours |
Displays the number of hours that are recorded for the project or activity. |
Forecast to Complete Hours |
Displays the number of forecasted hours to complete the project or activity from the forecasting tables FC_TIME_HDR and FC_TIME_DTL for the forecast horizon that was most recently completed. |
Forecast Total Hours |
Displays the sum of Actual Hours and Forecast to Complete Hours. |
Budget Hours |
Displays the total number of hours that are budgeted for the project or activity. |
Variance Percentage |
Displays the variance percentage, which is calculated as ((Forecast Total Hours) − (Budget Hours)) ÷ (Budget Hours) × 100 |
End Date |
Displays the activity or project end date. If the list is summarized by activity, this is the activity's end date. If the list is summarized by project, this is the project's end date. |
Forecast to Complete Date |
Displays the completion date estimate from the forecasting table FC_TIME_DTL for the forecast horizon that was most recently completed. |
Variance (Days) |
Displays the difference (in days) between the end date and estimate to complete date. Negative values indicate that completion is ahead of schedule and positive values indicate the number of days that the project is behind schedule. |
Access the Forecast to Complete Variance - Graphical View page (Forecast to Complete Variance - Graphical View).
Select one of the following chart options and click the Draw Chart button to display the chart. % Variance Hours by Project: Displays a bar chart of budget versus forecast hours percent variance. Project Status Breakdown: Displays a pie chart of projects classified by status. Project Type Breakdown: Displays a pie chart of projects classified by type. Variance Days by Project: Displays a bar chart of estimate to complete date variance. |
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Detail View |
Click this link to access the Forecast To Complete Variance page, which displays the list of projects and corresponding variance data that are charted. |