PeopleSoft Program Management 9.1 PeopleBook

PeopleSoft Program Management Preface

This preface discusses:

PeopleSoft products.
PeopleSoft application fundamentals.
Pages with deferred processing.
Common elements in this PeopleBook.

Note. This PeopleBook documents only page elements that require additional explanation. If a page element is not documented with the process or task in which it is used, then it either requires no additional explanation or it is documented with the common elements for the section, chapter, or PeopleBook.

PeopleSoft Products

This PeopleBook refers to these PeopleSoft products and product lines:

PeopleSoft Asset Management
PeopleSoft Contracts
PeopleSoft Expenses
PeopleSoft Financial Management Solutions
PeopleSoft General Ledger
PeopleSoft Human Resources Management
PeopleSoft Information Technology Asset Management
PeopleSoft Maintenance Management
PeopleSoft Order Management
PeopleSoft Performance Management
PeopleSoft Project Costing
PeopleSoft Project Portfolio Management
PeopleSoft Proposal Management
PeopleSoft Resource Management
PeopleSoft Enterprise Service Automation
PeopleSoft Enterprise Service Automation Portal Pack

PeopleSoft Application Fundamentals

The PeopleSoft Program Management PeopleBook provides you with implementation and processing information for your PeopleSoft Program Management system. However, additional, essential information describing the setup and design of your system resides in companion documentation. The companion documentation consists of important topics that apply to many or all PeopleSoft Enterprise applications across the Financial Management Solutions, Enterprise Service Automation, and Supply Chain Management product lines. You should be familiar with the contents of these PeopleBooks.

The following companion PeopleBooks apply specifically to PeopleSoft Program Management:

PeopleSoft Application Fundamentals PeopleBook
Setting Up PeopleSoft Global Options and Reports PeopleBook
PeopleSoft Project Costing PeopleBook
PeopleSoft Resource Management PeopleBook
Working With Third-Party Applications PeopleBook

Pages with Deferred Processing

Several pages in PeopleSoft Program Management operate in deferred processing mode. Most fields on these pages are not updated or validated until you save data on the page or refresh the view by clicking a button, link, or tab. Delayed processing has various implications for the field values on the page. For example, if a field contains a default value, any value you enter before the system updates the page overrides the default. In addition, deferred processing pages display updated quantity balances or totals only when you save or otherwise refresh the page.

See the guidelines for designing pages in PeopleTools PeopleBook: PeopleSoft Application Designer Developer's Guide.

PeopleBooks and the PeopleSoft Online Library

A companion PeopleBook called PeopleBooks and the PeopleSoft Online Library contains general information, including:

Understanding the PeopleSoft online library and related documentation.
How to send PeopleSoft documentation comments and suggestions to Oracle.
How to access hosted PeopleBooks, downloadable HTML PeopleBooks, and downloadable PDF PeopleBooks as well as documentation updates.
Understanding PeopleBook structure.
Typographical conventions and visual cues used in PeopleBooks.
ISO country codes and currency codes.
PeopleBooks that are common across multiple applications.
Common elements used in PeopleBooks.
Navigating the PeopleBooks interface and searching the PeopleSoft online library.
Displaying and printing screen shots and graphics in PeopleBooks.
How to manage the locally installed PeopleSoft online library, including web site folders.
Understanding documentation integration and how to integrate customized documentation into the library.
Application abbreviations found in application fields.

You can find PeopleBooks and the PeopleSoft Online Library in the online PeopleBooks Library for your PeopleTools release.

Common Elements Used in this PeopleBook

Actual Cost of Work Performed (ACWP)	Actual cost incurred on work to date on an activity (task) or an entire project. In PeopleSoft Program Management, the system determines this value by using the cost analysis group that is defined for the project and summing all actual amounts in that analysis group with an accounting date that occurs on or before today's date.
Activity ID (activity identifier)	Unique identification code for an activity.
Actual Work	The actual number of hours that are spent by a labor resource on an activity. Actual work is captured in the Project Activity Team table (PROJ_ACT_TEAM) from hours recorded on PeopleSoft Expenses time reports. The system calculates actual work at the activity level by rolling up the detailed actual rows.
As of Date	The last date for which a report or process includes data.
Business Unit	Identification code that represents a high-level organization of business information. You can use a business unit to define regional or departmental units within a larger organization.
Budgeted Cost of Work Performed (BCWP)	Also referred to as earned value, BCWP is the budgeted cost-based on percent complete. BCWP is zero until work is started on an activity (that is, when percent complete is no longer zero). The calculation is based on percent complete, as compared with the activity's duration. To determine this value within PeopleSoft Program Management, the system: Determines the budget date as Activity Start Date + (Duration × Percent Complete ÷ 100) Uses the budget analysis group on the Project Costing Definition page and sums all budget amounts in that analysis group with an accounting date that occurs after the activity start date and before or on the budget date.
Budgeted Cost of Work Scheduled (BCWS)	The budgeted costs up to the end date of the specified time period. Using the Budget Analysis group on the Project Costing Definition page, this value is the sum of all budget amounts in that analysis group with an accounting date that occurs on or after the activity start date and before or on the end date of the specified period.
Cost Performance Index (CPI)	Ratio of work accomplished versus the cost of work incurred for a specified time period. The CPI is an efficiency rating for work accomplished for the resources expended.
Duration	Duration is the length of time that is needed to complete an activity. More precisely, it is the number of business days between an activity's start and end dates.
Effective Date	Date on which a table row becomes effective, or the date that an action begins. For example, if you want to close out a ledger on June 30, the effective date for the ledger closing is July 1. The effective date also determines when you can view and change the information. Pages and batch processes that use information with an effective date use the current row. See "Using Effective Dates" in the PeopleTools PeopleBook: Using PeopleSoft Applications.
EmplID (employee identification)	Unique identification code for an individual who is associated with your organization.
Enterprise Program Tree	A hierarchical structure of projects and programs that are created and managed using PeopleSoft Tree Manager. In this tree, the root node must be a program, under which can contain multiple programs and detail projects. You establish an enterprise program tree for each project business unit.
Estimate to Complete (ETC)	An estimate of the time or effort required to complete the activity. Expressed in either dollars or hours.
Forecast	Estimates or predictions of conditions and events in the project's future based on information and knowledge available at the time of the forecast. In PeopleSoft Program Management, forecasts are used in two ways, estimate at completion (EAC) and in the Services Forecasting feature. EAC is the expected total cost of a schedule activity or project when the defined scope of work will be completed. EAC is the sum of ACWP and ETC. The EAC may be calculated based on performance to date or estimated by the project team based on other factors. Services Forecasting is a feature in PeopleSoft Program Management that enables you to collect labor resource estimates of hours that they will spend on a project or activity and compare them to budgeted hours and actual workforce utilization.
Forecast Horizon	The period of time for which a resource is expected to forecast hours at a detailed level. This is used only with the Services Forecasting feature.
Forecast Period	The frequency at which resources are expected to update and submit forecasted hours. This is used only with the Services Forecasting feature.
Generic Resource	A resource that does not have an ID to which it is associated. This could be a labor resource with no employee ID, an asset resource with no asset ID, or a material resource with no item ID. You can identify a generic resource by entering the name of the generic resource when you need to assign a resource to an activity, but the specific employee, asset, or item has not yet been identified.
Percent Complete	A measure of the progress or completeness of an activity or project. These methods determine percent complete, depending on what is being measured: Duration: ((Original Duration − Remaining Duration) ÷ Original Duration) × 100 Manual: entered manually. Budget Hours: Actual Hours ÷ Budgeted Hours × 100 Budget Amount: Actual Amount ÷ Budgeted Amount × 100 Forecast Hours: Actual Hours ÷ Forecasted Hours × 100 Forecast Amount: Actual Amount ÷ Forecasted Amount × 100
Process Frequency	Designates the appropriate frequency in the Process Frequency group box: Once executes the request the next time the batch process runs. After the batch process runs, the process frequency is automatically set to Don't Run. Always executes the request every time the batch process runs. Don't Run ignores the request when the batch process runs.
Program	A vehicle for grouping detail projects for the purpose of reporting and management. A program cannot have activities or resources to which is it directly associated .
Project	A vehicle for identifying an initiative that has a specified start and end date. A project can be either a detail project, which allows for associated activities and resources, or a program.
Project Charging Level	The specified level of the work breakdown structure (WBS) at which you create budgets and capture costs for a project. The project charging level can be WBS level 1, level 2, level 3, or all detail activities.
Project Request	A vehicle for officially requesting and justifying that the organization expend funds and effort for a finite period of time. You can submit different business case scenarios by entering multiple versions of a project request into the system, however, only one version of a request can be approved.
Report ID	Unique report identifier.
Report Manager	This link accesses the Report List page, where you can view report content, check the status of a report, and view content detail messages that show you a description of the report and the distribution list.
Process Monitor	This link accesses the Process List page, where you can view the status of submitted process requests.
Remaining Work	Remaining work, also known as estimate to complete (ETC). ETC = Work − Actual Work.
Run	This button accesses the Process Scheduler request page, where you can specify the location where a process or job runs and the process output format.
Run Control ID	Identification code that identifies the run parameters for a report or process.
Schedule Method	The concept of schedule method is important to keeping the relationship between work, duration, and resources synchronized. Schedule method is an activity-level field that indicates which variable in the formula (# of Resources × Sum (Resource Effort) ÷ # of Resources) × Duration = Work is constant. Options are Fixed Work, Fixed Duration, or Fixed Units.
Schedule Performance Index (SPI)	Ratio of work that is accomplished versus work that is planned for a specified time period. The SPI is an efficiency rating for work accomplishment that compares work accomplished to what should have been accomplished.
SetID	Identification code that represents a set of control table information or tablesets. A tableset is a group of tables, which are also known as records, that are necessary to define a company's structure and processing options.
Status	Indicates whether a row in a table is Active or Inactive. You cannot display inactive rows on transaction pages or use them for running batch processes. To maintain an audit trail, it is more prudent to deactivate rather than delete data that you no longer use.
Time Report Charging Level	The specified level of the WBS at which you will capture time report information in PeopleSoft Project Costing. The time report charging level can be WBS level 1, level 2, level 3, or all detail activities, and can be different than the project charging level.
User ID	The system identifier for the individual who generates a transaction.
Work	The total number of hours spent or to be spent by a resource on an activity. Work does not equal duration. For example, the expected duration of an activity can be five days, but the work assigned to the activity might be 80 hours with two resources working on the activity. You define work in hours at the activity level.
Work Breakdown Structure (WBS)	A visual representation of a project, typically in a hierarchical view or Gantt chart view that shows project activities.