Integrating with Other Applications

This chapter discusses:

• Integration with PeopleSoft Project Portfolio Management.

• Integration with PeopleSoft Project Costing.

• Integration with PeopleSoft Resource Management.

• Integration with Microsoft Project.

Integration with PeopleSoft Project Portfolio Management

This section provides an overview of integration with PeopleSoft Project Portfolio Management and discusses how to:

• Set up PeopleSoft Integration Broker.

• Activate relevant application messages.

Note. If you are not implementing PeopleSoft Project Costing, you do not need to read this section.

Understanding Integration with PeopleSoft Project Portfolio Management

PeopleSoft Project Portfolio Management resides in the PeopleSoft Performance Measurement (EPM) database and is not required for implementing PeopleSoft Program Management. However, if you install PeopleSoft Project Portfolio Management, project requests must originate from the EPM database. The system uses application messaging to receive project request information from the EPM database. The system publishes project requests as XML messages. The main source records for project request data are:

• BC_PROJ_REQUEST

• BC_COST_EST

• PGM_RELEASE

• PGM_CATEGORY

• PGM_APPLAREA

• PGM_APPLICATION

PeopleSoft Project Portfolio Management performs these functions when it integrates with PeopleSoft Program Management:

• Creates project requests and a high-level business case for the request.

• Summarizes details for the business case.

• Submits project requests for approval.

When PeopleSoft Program Management is installed, if you click a link to the project request component pages in the PeopleSoft Program Management application, the system transfers you from the PeopleSoft Financials database to the Project Request page in the EPM database.

The URL ID for the EPM database is delivered as system data. To modify it, access PeopleTools, Utilities, Administration, URLs and update the URL for the EPM_INTERFACE URL identifier. You need to set up single sign-on for a seamless link between the applications; otherwise, the system requires that you sign on to the EPM database before it displays the Project Request page.

See "Setting up Digital Certificates and Single Signon" in PeopleTools PeopleBook: Security Administration.

PeopleSoft Integration Broker

The system uses enterprise integration points (EIPs), also known as data publish and subscribe, across applications. EIPs simplify cross-product integration and automate data transport by providing a predefined structure of the data message among involved parties. You must use PeopleSoft Integration Broker to set up messages.

You should read the following documentation:

• PeopleTools PeopleBook: Integration Broker, "Understanding PeopleSoft Integration Broker"

• PeopleTools PeopleBook: PeopleCode Developer's Guide, "Using Methods and Built-in Functions," Understanding File Attachment Architecture.

Setting Up PeopleSoft Integration Broker

To set up and use the Integration Broker Gateway:

1. Read PeopleTools PeopleBook: Integration Broker, "Understanding PeopleSoft Integration Broker" thoroughly.

2. Review the PeopleTools PeopleBook: Integration Broker chapters to learn how to set up the Integration Broker Gateway.

3. Point the Integration Broker Gateway to the PeopleSoft EPM and Financials databases following the instructions that are in the PeopleTools PeopleBook: Integration Broker.

4. Install any additional files that are required by the PeopleBook instructions.

Activating Relevant Application Messages

To activate application messages:

1. Review the Enterprise Integration PeopleBook and read the chapter "Setting Up Application Messaging EIPs."

2. Application messages are initially delivered with an inactive status.

   For the EPM database to share information with the Financials database, you must activate the appropriate application messages in both databases.

   Activate this application message:

   Application Message Name	Direction	Remarks
   PPK_PROJECT_DETAILS	PeopleSoft Project Portfolio Management to PeopleSoft Program Management. PeopleSoft Program Management to PeopleSoft Project Portfolio Management.	PeopleSoft Project Portfolio Management sends project request information to PeopleSoft Program Management. PeopleSoft Program Management sends project request information to PeopleSoft Project Portfolio Management.

Integration with PeopleSoft Project Costing

PeopleSoft Project Costing is a prerequisite for implementing PeopleSoft Program Management and performs these functions:

• Collects time and cost data from these PeopleSoft applications: Purchasing, Time and Labor, Expenses, and Payables.

• Feeds cost data to the appropriate applications for analysis.

Integration with PeopleSoft Resource Management

PeopleSoft Resource Management is not required for implementing PeopleSoft Program Management. When integrated with the program management system, PeopleSoft Resource Management enables project managers to:

• Search for qualified candidates to fulfill resource requirements.

• Assign and schedule resources.

• Create service orders to fulfill requirements for a project team.

To schedule labor resources for projects, access the Resources page and select the Committed status for the Resource Status field for that resource.

If the dates of the resource conflict with an existing calendar entry, the system displays a message and you can either remove the resource from the Resources page or override the conflict and book the resource.

Resources are booked in PeopleSoft Resource Management based on the resource availability dates that are on the Resource Detail page. The Resource Detail page allows the resource to be scheduled for multiple discontinuous date ranges.

See Also

Understanding Integration with PeopleSoft Program Management

Integration with Microsoft Project

In PeopleSoft Program Management, you can:

• Import projects from Microsoft Project.

• Send and receive project data that you created in Microsoft Project.

• Load resources into PeopleSoft Program Management that you created in Microsoft Project

• Enable Microsoft Project to send email notifications about task status changes.

Integration with Microsoft Project is discussed in the PeopleSoft Project Costing PeopleBook.

See Integrating with Microsoft Project.