Using Pagelets Enabled by PeopleSoft Program Management

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.

Viewing Change Control Analysis

This section discusses how to:

• View change control analysis information.

• Personalize the Change Control Analysis pagelet.

Pages Used to View Change Control Analysis

Viewing Change Control Analysis Information

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.

Personalizing the Change Control Analysis Pagelet

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.

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

Viewing Critical Issues by Project

This section discusses how to:

• View critical issues by project.

• Personalize the Critical Issues by Project pagelet.

Pages Used to View Critical Issues by Project

Viewing Critical Issues by Project

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.

Personalizing the Critical Issues by Project Pagelet

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.

Viewing Issues by Priority

This section discusses how to view issues by priority.

Page Used to View Issues by Priority

Viewing Issues by Priority

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.

Viewing Issue Priority by Project

This section discusses how to:

• View issues by priority by project.

• Personalize the Issue Priority by Project pagelet.

Pages Used to View Issues by Priority by Project

Viewing Issues by Priority by Project

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.

Personalizing the Issue Priorities by Project Pagelet

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.

Viewing Top Five Issues

This section discusses how to:

• View the top five issues.

• Personalize the Top 5 Issues pagelet.

Pages Used to View Top Five Issues

Viewing the Top Five Issues

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.

Personalizing the Top 5 Issues Pagelet

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.

Viewing Top Five Risks

This section discusses how to:

• View the top five risks.

• Personalize the Top 5 Risks pagelet.

Pages Used to View Top Five Risks

Viewing the Top Five Risks

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.

Personalizing the Top 5 Risks Pagelet

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.

Viewing Forecast to Complete Information

This section discusses how to:

• View forecast to complete information.

• Personalize the Forecast to Complete pagelet.

Pages Used to View Forecast to Complete Information

Viewing Forecast to Complete Information

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.

Personalizing the Forecast to Complete Pagelet

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.

Viewing Programs

This section discusses how to:

• View My Program.

• Personalize the My Program pagelet.

Pages Used to View Programs

Viewing My Program

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 Program Tree.

Personalizing the My Program Pagelet

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.

Using OTAs for PeopleSoft Program Management

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

Understanding OTA Calculations in PeopleSoft Program Management

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:

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:

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:

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:

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.

Pages Used to Personalize OTAs for PeopleSoft Program Management

Personalizing the Budget to Forecast Time Variance 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.

Personalizing the Projects Predicted to be Late OTA

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.

Personalizing the Actual to Forecast Utilization OTA

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.

Personalizing the Forecast Utilization OTA

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.