Oracle's PeopleSoft Enterprise Project Costing Preface

PeopleSoft Products

PeopleSoft Application Fundamentals

Pages with Deferred Processing

PeopleBooks and the PeopleSoft Online Library

Common Elements Used in This PeopleBook

Getting Started with PeopleSoft Enterprise Project Costing

PeopleSoft Project Costing Business Processes

PeopleSoft Project Costing Integration Touchpoints

PeopleSoft Project Costing Implementation

Navigating in PeopleSoft Project Costing

PeopleSoft Project Costing Custom Navigation

Setting Up Project Business Units

Understanding the PeopleSoft Project Costing Operational Structure

Understanding Open Period Control

Creating Project Business Units

Defining Project Options

Setting Up Other Project Business Unit Options

Setting Up PeopleSoft Project Costing Control Data

Understanding Project ChartFields

Understanding General Control Data

Understanding Project-Related Control Data

Understanding Activity-Related Control Data

Understanding Transaction-Related Control Data

Setting Up Project ChartFields

Setting Up General Control Data

Setting Up Project-Related Information

Setting Up Activity-Related Information

Setting Up Transaction-Related Information

Setting Up Summarization Templates

Securing Data in PeopleSoft Project Costing

Understanding PeopleTools Security

Understanding Project Security

Defining Project Security

Setting Up Accounting for Projects

Understanding Accounting for Projects

Defining Organizational Accounting Installation Options

Defining Project- and Activity-Owning Organizations

Defining Accounting Rules

Defining the Sharing Structure

Processing Transactions Using Accounting Rules

Creating and Maintaining Projects

Understanding Projects

Understanding Project Creation Options

Understanding Project Managers

Creating Project Templates

Creating New Projects by Using Templates

Creating Projects from Copies

Creating and Defining Projects

Initiating Projects by Using Project Initiation Checklists

Maintaining Project Status

Tracking Your Projects

Modifying Existing Projects by Using Templates

Deleting Project Data

Using Project Trees

Understanding Project Trees

Creating Project Trees

Adding Projects to Trees

Branching Project Trees

Creating and Maintaining Activities

Understanding Activities

Understanding Work Breakdown Structures

Creating and Modifying Activities

Adding Activities to Projects

Maintaining Activity Status

Staffing Project and Activity Teams

Understanding Team Staffing in PeopleSoft Project Costing

Creating Project and Activity Teams

Viewing and Modifying Activity Teams

Working with Transactions

Viewing and Adding Transactions

Processing Multiple Currencies

Controlling Incoming Transactions

Budgeting Project Costs and Revenue

Understanding Project Cost and Revenue Budgets

Setting Up Budgets in PeopleSoft Project Costing

Creating and Defining Budget Plans

Maintaining Budget Plan Versions

Processing Budget Rows From Microsoft Project

Integrating Budget Data with Planning and Budgeting

Analyzing Budgets

Integrating with Commitment Control

Understanding Integration Between PeopleSoft Project Costing and PeopleSoft Commitment Control

Setting Up PeopleSoft Project Costing for PeopleSoft Commitment Control

Budget Checking Transactions in Commitment Control

Sending Commitment Control Transactions to PeopleSoft Project Costing

Working with Entry Events

Pricing Project Costs

Understanding Pricing Project Costs

Understanding Variance Pricing

Importing Transactions into PeopleSoft Project Costing

Defining Rates for Employees, Job Codes, and Project Roles

Defining Rate Set Categories, Rate Sets, and Rate Plans

Creating Price Variances

Defining Tiered Pricing

Running the Pricing Application Engine Process

Viewing Team Rates

Distributing Funding

Understanding Funds Distribution

Understanding Accounting for Distributions

Setting Up Funds Distribution

Managing Funds Distribution

Correcting Distribution Errors

Tracking Procurement Costs

Understanding Procurement Costs

Understanding Integration with PeopleSoft Purchasing

Understanding Requisition and Purchase Order Adjustments

Understanding Integration with PeopleSoft Inventory

Understanding Integration with PeopleSoft Payables

Vouchers with Assets

Understanding Integration with PeopleSoft Order Management

Creating Requisitions in PeopleSoft Project Costing

Integrating Requisitions and Purchase Orders with PeopleSoft Project Costing

Adjusting Requisitions and Purchase Orders in PeopleSoft Project Costing

Integrating with PeopleSoft Inventory

Integrating with PeopleSoft Payables

Integrating with PeopleSoft Order Management

Integrating with PeopleSoft Expenses

Understanding Integration with Expenses

Setting Up Time and Expense ChartFields for PeopleSoft Project Costing

Stage Time and Expense Reports

Importing Time and Expenses into PeopleSoft Project Costing

Integrating with Time and Labor

Understanding Integration with PeopleSoft Time and Labor

Setting Up Integration with Time and Labor

Populating Time and Labor Tables with PeopleSoft Project Costing Data

Reviewing and Loading Data to PeopleSoft Project Costing Tables

Integrating with Services Procurement

Understanding Integration with Services Procurement

Integrating Time and Expense Data into PeopleSoft Project Costing

Integrating with PeopleSoft General Ledger

Understanding Integration with PeopleSoft General Ledger

Understanding Data Flows

Understanding Journal Line Retrieval from General Ledger

Processing Single-Sided Transactions

Creating Double-Sided Transactions

Retrieving Posted Journals for PeopleSoft Project Costing

Processing Allocations in PeopleSoft Project Costing

Understanding Allocations in PeopleSoft Project Costing

Allocating Costs from Project-to-Project

Allocating Costs from General Ledger

Calculating Interest

Understanding Interest Calculations

Establishing Period Calculation Factors

Setting Up and Processing Interest Calculations

Analyzing Projects

Understanding Project Evaluation

Setting Up and Using Project Valuation

Performing Flexible Analysis

Viewing Transactions in Progress

Using the Projects Reconciliation Workbench

Analyzing Projects Using Analysis Inquiries

Analyzing Projects Using Accumulated Costs

Calculating Percent Complete

Setting Up and Analyzing Project Profitability

Reviewing and Adjusting Project Costs

Understanding the Project Manager Review Process

Summarizing Transactions for Project Manager Review

Reviewing and Adjusting Project Cost Transactions

Reviewing Project Billing Transactions

Reviewing Shared Project Transactions

Reviewing Revenue Transactions

Managing Assets

Understanding Asset Capitalization Processes

Understanding Asset Retirement

Prerequisites

Common Elements Used in This Chapter

Setting Up and Using Express Capitalization

Running the Express Capitalization Process

Setting Up and Using Manual Capitalization

Running the Manual Capitalization Process

Reviewing and Approving Assets

Retiring Assets

Integrating with PeopleSoft Contracts and PeopleSoft Billing

Understanding Integration with PeopleSoft Contracts and PeopleSoft Billing

Understanding the Billing Process Flow

Understanding Data Originating from PeopleSoft Project Costing (PBI System Source)

Moving Costs and Revenue Data into PeopleSoft Project Costing

Understanding Integrating with Contracts for Government Contracting

Understanding PeopleSoft Project Costing and Government Contracting Integration

Integrating with Maintenance Management

Understanding Integration with PeopleSoft Maintenance Management

Understanding Work Order Transaction Processing

Understanding Work Order Asset Capitalization and Retirement

Understanding Integration Setup

Understanding the PeopleSoft Project Costing Pages Used in Work Order Business Processes

Setting Up Rate Sets and Asset Integration Rules

Creating Work Orders and Work Order-Managed Projects in PeopleSoft Project Costing

Pricing Work Order Costs

Retiring Work Order Assets

Integrating with PeopleSoft Receivables

Understanding Integration with PeopleSoft Receivables

Integrating PeopleSoft Receivables Adjustments into PeopleSoft Project Costing

Summarizing and Archiving Project Data

Understanding the Data Summary Process

Understanding Feeder and Pricing Summarization

Understanding the Data Archive Process

Summarizing and Viewing Transaction Row Data

Setting Up Feeder and Pricing Summarization

Viewing and Managing Compressed Data

Integrating with Third-Party Applications

Understanding Third-Party Data Integration

Understanding PeopleSoft Project Costing Interface Data Structures

Reviewing and Modifying Interface Table Data

Loading Interface Table Data into PeopleSoft Project Costing

Integrating with Microsoft Project

Understanding Integration of PeopleSoft Project Costing with Microsoft Project

Setting Up Integration Options

Creating Microsoft Projects from PeopleSoft Projects

Creating PeopleSoft Projects from Microsoft Projects

Creating and Modifying Reports in PeopleSoft Project Costing

Understanding Report Summarization

Creating and Modifying Reports Using the Report Summarization Process

Modifying the Appearance of the SQR Project Financial Report and Project Transaction Report

Configuring Batch and Online Processes

Configuring Temporary Tables for Batch and Online Processing

Running Batch Processes Using Autopilot

PeopleSoft Project Costing Web Libraries

Understanding Web Libraries

PeopleSoft Project Costing Web Libraries

PeopleSoft Project Costing Reports

PeopleSoft Project Costing Reports: A to Z

Report Samples