PeopleSoft Program Management 9.1 PeopleBook

Setting Up PeopleSoft Program Management Control Data

This chapter provides overviews of general control data and project request options, and discusses how to:

Set up general control data.
Set up project request options.

Note. To set up status reporting options refer to the Reporting Project Status chapter in this PeopleBook.

Understanding General Control Data

This section provides an overview of general control data and change control templates.

General Control Data

PeopleSoft Program Management control data consists of optional information—releases, applications, application areas, and categories—that you can use to further classify new programs, projects, or project requests. Applications identify a module or specialty within a software product. Application areas group similar applications together. Categories further classify a project or project request. For example, you can use categories to identify strategic projects from operational ones.

Control data also consists of setup information required to create new issues and risks.

Change Control Templates

PeopleSoft Program Management provides you with the ability to track changes to projects and budgets. A change control template defines the level of control for attributes that are to be monitored. You can select which changes to track, whether they require a reason for the change, and whether a formal change request is required. You assign a default template at the business unit level, but it can be overridden at the project or activity level.

Understanding Project Request Options

This section provides an overview of project request options.

Project Request Options

The project request options establish which records to use for various prompt tables, control how project request IDs are generated, define discount rates and currency conversion rate types, establish identifiers that map each type of project initiative to a project owner, establish project request priorities, and specify which users can edit project request data.

Note. If you intend to install and use PeopleSoft Project Portfolio Management in conjunction with PeopleSoft Program Management, users enter, update, review, and approve project requests in the PeopleSoft Project Portfolio Management application in the PeopleSoft EPM database. In this case, you do not need to set up the project request options in the PeopleSoft Financials database for PeopleSoft Program Management. Instead, you set up the project request options in the PeopleSoft Project Portfolio Management application. For instructions regarding the setup of project request options that are in the EPM database, refer to the PeopleSoft Project Portfolio Management PeopleBook.

Setting Up General Control Data

To set up general control data, use these components:

Change Control Management (PC_CHC).
Issue Priorities (PC_IM_PRIORITY).
Issue Status (PC_IM_STATUS).
Issue Types (PC_IM_TYPE).
Project Category Setup (PGM_CATEGORY_SETUP).
Application Area Setup (PGM_APPLAREA_SETUP).
Application Setup (PGM_APPLICAT_SETUP).
Project Risk Type (PGM_RISK_TYPE).
Release Type (PGM_RELEASE_TYPE).
Release Management (PGM_RELEASE).
Root Cause Area Setup (PGM_RCA_SETUP).

This section discusses how to:

Define change control templates
Define issue priorities
Define issue statuses
Define issue types
Define categories
Define application areas
Define applications
Define project risk types
Define release types
Define releases
Define root cause areas

Pages Used to Set Up General Control Data

Page Name	Definition Name	Navigation	Usage
Change Control Template	PC_CHC_CFG	Setup Financials/Supply Chain, Product Related, Program Management, General Options, Change Control Template	Create or modify a change control template.
Issue Priorities	PC_IM_PRIORITY	Set Up Financials/Supply Chain, Product Related, Program Management, General Options, Issue Priorities	Define priorities that are used to classify activity, project, or program issues.
Issue Status	PC_IM_STATUS	Set Up Financials/Supply Chain, Product Related, Program Management, General Options, Issue Status	Define statuses that are used to classify activity, project, or program issues.
Issue Type	PC_IM_TYPE	Set Up Financials/Supply Chain, Product Related, Program Management, General Options, Issue Types, Issue Types	Define issue types that are used to classify activity, project, or program issues.
Category	PGM_CATEGORY_SETUP	Set Up Financials/Supply Chain, Product Related, Program Management, General Options, Category, Category	Define categories that are used to classify programs, projects, and project requests.
Application Area	PGM_APPLAREA_SETUP	Set Up Financials/Supply Chain, Product Related, Program Management, General Options, Application Area, Application Area	Define application areas used to group similar applications together. Applications identify a module or specialty within a software product.
Application	PGM_APPLICAT_SETUP	Set Up Financials/Supply Chain, Product Related, Program Management, General Options, Application, Application	Define applications used to identify a module or specialty within a software product.
Project Risk Types	PGM_RISK_TYPE	Set Up Financials/Supply Chain, Product Related, Program Management, General Options, Risk Types, Risk Types	Define risk types and select the risk type status.
Release Type	PGM_RELEASE_TYPE	Setup Financials/SupplyChain, Product Related, Program Management, General Options, Release Type, Release Type	Define and maintain release types by setID.
Release	PGM_RELEASE	Program Management, Release Management, Release, Release	Create and edit release information.
Root Cause Area Setup	PGM_RCA_SETUP	Setup Financials/SupplyChain, Product Related, Program Management, General Options, Root Cause Area, Root Cause Area Setup	Define root cause areas that you can specify when you enter a project or budget change request.

Defining Change Control Templates

Access the Change Control Template page (Setup Financials/Supply Chain, Product Related, Program Management, General Options, Change Control Template).

Use this page to specify which change control attributes are to be monitored and to what extent. Options for the fields on this page are:

Change Request Required	Select to require users to enter a formal change request to change data for this attribute. This option is not available for project transactions.
Off	Select to disable change control for this attribute. This is the default setting.
On	Select to enable change control for this attribute. They system automatically generates the user name, change made, and date for the changes.
User Input	Select to enable change control for this attribute and to require users to enter a reason for the change. When you select this option, the Change Control User Input page automatically appears after users save the changes. This option is not available for project transactions or estimate to complete changes.

Defining Issue Priorities

Access the Issue Priorities page (Set Up Financials/Supply Chain, Product Related, Program Management, General Options, Issue Priorities).

PeopleSoft Program Management delivers issue priority values of HIGH, MEDIUM, and LOW. Add a new row on this page to inactivate a priority or enter a different priority description.

Select a Description value of High, Medium, or Low for the priority that you are defining. You can select these priorities when you enter or edit an issue using the Issue page.

Issue priorities are represented by these colored visual indicators when issues appear on pagelets:

Red indicator	The system displays this symbol when the selected priority for an issue is mapped to the highpriority level.
Yellow indicator	The system displays this symbol when the selected priority for an issue is mapped to the medium priority level.
Green indicator	The system displays this symbol when the selected priority for an issue is mapped to the low priority level.

Defining Issue Statuses

Access the Issue Status page (Set Up Financials/Supply Chain, Product Related, Program Management, General Options, Issue Status).

The statuses that you define on this page are available for selection when you enter or edit an issue using the Issue page. You must define issue statuses before you can enter an issue. Enter the effective date, status, and description for the issue status. You can select from only active issue statuses when you create an issue.

Defining Issue Types

Access the Issue Type page (Set Up Financials/Supply Chain, Product Related, Program Management, General Options, Issue Types, Issue Types).

The issue types that you define on this page are available for selection when you enter or edit an issue using the Issue page. You must define issue types before you can enter an issue. Enter the effective date, status, and description for the issue type. You can select from only active issue types when you create an issue.

Defining Categories

Access the Category page (Set Up Financials/Supply Chain, Product Related, Program Management, General Options, Category, Category).

The categories that you define on this page are available for selection when you create or edit a project using the Project Definitions - General Information page. Enter the status and description for the category.

Defining Application Areas

Access the Application Areas page (Set Up Financials/Supply Chain, Product Related, Program Management, General Options, Application Area, Application Area).

The application areas that you define on this page are available for selection when you create or edit a project using the Project Definitions - General Information page. Specify the status and description for the application area. You can select from only active application areas when you create applications.

Defining Applications

Access the Application page (Set Up Financials/Supply Chain, Product Related, Program Management, General Options, Application, Application).

The application that you define on this page are available for selection when you create or edit a project using the Project Definitions - General Information page.

Application Area

Enter the area to which the application belongs. An application can only belong to one application area. You must set up application areas before you can set up applications.

Software Title

Select the software package to associate with this application. The field appears only if you have PeopleSoft Information Technology Asset Management installed.

Defining Risk Types

Access the Project Risk Types page (Set Up Financials/Supply Chain, Product Related, Program Management, General Options, Risk Types, Risk Types).

Specify the description and status for the project risk type. You can select from only active project risk types when you create risks.

Defining Release Types

Access the Release Type page (Setup Financials/SupplyChain, Product Related, Program Management, General Options, Release Type, Release Type).

Specify the status and description for the release type. You can select from only active release types when you define a release.

Defining Releases

Access the Release page (Program Management, Release Management, Release, Release).

Release Manager

Enter the employee ID of the person responsible for managing this release.

Release Status

Select the status of this release from these options:

Active: Indicates that this is a current release.

This is the default status for new releases.

Inactive: Indicates that this is an old or cancelled release that remains in the system for historical purposes.

Pending: Indicates that this is an upcoming release.

Note. For all of the online pages containing release information, the system displays only active or pending releases.

Original Release Date

Enter the date on which this release is due. If the release date changes, enter the revised release date into the Current Target Release Date field.

Current Target Release Date

Enter the revised target release date. For a new release, the default value for this field is the current date. For all of the online pages containing release information, the system displays the current target release date.

Release Type

Enter the type of release. You must define release types on the Release Type page before you can select a release type for a release.

Additional Fields

Click to access the Release Additional Fields page and enter additional information. The fields on the Release Additional Fields page are user-defined fields for informational purposes only.

Attachments

Add Attachment

Click to add an attachment.

Note. You must have the File Attachment option set on the Installation Options - Project Costing page for attachments to work.

See PeopleSoft Asset Lifecycle Management, Enterprise Service Automation, Financial Management, Staffing Front Office, and Supply Chain Management Product-Specific Installation Instructions located on Oracle's PeopleSoft My Oracle Support website.

File Name

Displays the name of the file that you upload.

Added By, Name, and Date/Time Stamp

Displays information about the user who adds the attachment, and the date and time that the upload occurred.

Defining Root Cause Areas

Access the Root Cause Area Setup page (Setup Financials/SupplyChain, Product Related, Program Management, General Options, Root Cause Area, Root Cause Area Setup).

You can specify a root cause area for informational purposes when you enter a project change request or a budget change request. Enter the root cause area description and status.

Setting Up Project Request Options

To set up project request options, use these components:

Setup Prompt Tables (BC_GENERAL_PREF)
Initiative Type Mapping (PPK_INITYPE_TBL)
Setup Priority (PPK_PRIORITY_UPD)
Project Request - Setup Update (BC_PROJ_ROL_ST)
Project Request - Setup View (BC_PROJ_ROL_ST_VW)

This section discusses how to:

Define prompt tables for department and account data.
Define how the system generates project request IDs.
Define the discount rate.
Define the currency conversion rate type.
Define initiative types.
Define project request priorities.
Define project request edit privileges.
View edit privileges.

Pages Used to Set Up Project Request Options

Page Name	Definition Name	Navigation	Usage
Setup Prompt Tables	BC_SETUP_PROMPT	Set Up Financials/Supply Chain, Product Related, Program Management, Request Options, General Preferences, Setup Prompt Tables	Specify which tables the system uses to prompt for department and account data.
Project Request ID Sequencing	BC_PM_OPTIONS	Set Up Financials/Supply Chain, Product Related, Program Management, Request Options, General Preferences, Project Request ID Sequencing	Specify how project request IDs are generated.
Discount Rate	PPK_DISC_RATE	Set Up Financials/Supply Chain, Product Related, Program Management, Request Options, General Preferences, Discount Rate	Specify the rate that can be used to discount project requests' cash flows when calculating financial return metrics such as net present value and return on investment. PeopleSoft Program Management provides the ability to set up this discount rate; however, as delivered, the interactive reports do not use this rate to generate financial metrics.
Conversion Rate Type	PPK_RT_TYPE	Set Up Financials/Supply Chain, Product Related, Program Management, Request Options, General Preferences, Conversion Rate Type	Specify which rate type the system uses for currency conversions of project request cost and benefit amounts.
Initiative Type Mapping	PPK_INITYPE_TBL	Set Up Financials/Supply Chain, Product Related, Program Management, Request Options, Initiative Types	Set up a unique identifier that maps the type of project initiative to a project owner.
Setup - Priority Description	PPK_PRIORITY_UPD	Set Up Financials/Supply Chain, Product Related, Program Management, Request Options, Project Request Priorities	Establish descriptions for the priority ratings that are assigned to project requests.
Privileges for Project Request	BC_PROJ_ROL_ST	Set Up Financials/Supply Chain, Product Related, Program Management, Request Options, Setup Privileges Click Add Role or click a <ROLENAME> on the Privileges for Project Request - Role Selection page.	Specify project request edit privileges by role and status, or remove a role's privileges.
Privileges for Project Request - Role Selection	BC_PROJ_ROL_ST_VW	Set Up Financials/Supply Chain, Product Related, Program Management, Request Options, View Privileges	Review project request edit privileges by role and status.

Defining Prompt Tables for Department and Account Data

Access the Setup Prompt Tables page (Set Up Financials/Supply Chain, Product Related, Program Management, Request Options, General Preferences, Setup Prompt Tables).

Department Prompt Table

Select the PeopleSoft record name that contains department data.

The system uses this record as a prompt for valid department values on the Cost and Benefit pages of the Project Request component (BC_PROJ_REQUEST). Selecting the record that accurately depicts the department hierarchy as defined within the general ledger business unit is critical. The record that you enter must be keyed by setID and contain a DESCR field.

Note. PeopleSoft Program Management is delivered with the value DEPT_TBL in this field. Most organizations accept this value, which is the standard department record that is used in the Financials database by all of the PeopleSoft Financials applications.

Account Prompt Table

Select the table that contains account data.

The system uses this table as a prompt for valid account values on the Cost and Benefit pages of the Project Request component. Selecting the table that accurately depicts the account hierarchy as it's defined within the general ledger business unit is critical. The table must be keyed by setID and contain a DESCR field.

Note. PeopleSoft Program Management is delivered with the value GL_ACCOUNT_TBL in this field. Most organizations accept this value, which is the standard account record that is used in the Financials database by all of the PeopleSoft Financials applications.

Defining How the System Generates Project Requests IDs

Access the Project Request ID Sequencing page (Set Up Financials/Supply Chain, Product Related, Program Management, Request Options, General Preferences, Project Request ID Sequencing).

Project Request ID Sequencing

Sequence Type

Specify how project request IDs are assigned. Options are:

Automatic Numbering: Select to have the system automatically generate unique project request IDs for new project requests by prepending the project request ID prefix to the next number in sequence after the value that appears in the Project Request ID Sequence field.

Manually Entered: Select to enter project request ID numbers manually when you create new project requests.

Project ID Prefix

Enter a prefix to use for project request IDs. The system appends the next available project request ID sequence number to this prefix when generating project request IDs.

Use the Overrides grid to specify different prefixes for specific business units.

This field is unavailable for entry when the sequence type is set to Manually Entered.

Project ID Sequence

Enter the initial number to use for project request IDs that are automatically generated. The system increases this number by one when you create a new project request.

This field is unavailable for entry when the sequence type is set to Manually Entered.

Note. Although the project request ID sequence number can be edited, doing so after project requests exist could cause project request ID conflicts.

Overrides

Complete this grid to specify different project request ID prefixes for individual business units. Sequence numbers increase by one across all business units; only the prefix can differ. This grid is unavailable for entry when the sequence type is set to Manually Entered.

Defining the Discount Rate

Access the Discount Rate page (Set Up Financials/Supply Chain, Product Related, Program Management, Request Options, General Preferences, Discount Rate).

Effective Date

Enter the date on which the discount percentage goes into effect. This allows you to change over time the rate at which the organization discounts cash flows.

Discount% (discount percentage)

Enter the rate that the system can use to discount the project request cost and benefit amounts to calculate financial metrics. This rate is not currently used in the delivered PeopleSoft Program Management interactive reports or project request.

Defining the Currency Conversion Rate Type

Access the Conversion Rate Type page (Set Up Financials/Supply Chain, Product Related, Program Management, Request Options, General Preferences, Conversion Rate Type).

Rate Type

Select the rate type to use for currency conversions that occur within the Project Request component, and for conversions that are completed by using the Process Currency Conversions page.

Defining Initiative Types

Access the Initiative Type Mapping page (Set Up Financials/Supply Chain, Product Related, Program Management, Request Options, Initiative Types).

Initiative Type ID

Displays the unique identifier for the initiative type.

Owner ID

Select the individual that is associated with this initiative type.

When you create project requests, you can associate them with an initiative type.

Defining Project Request Priorities

Access the Setup - Priority Description page (Set Up Financials/Supply Chain, Product Related, Program Management, Request Options, Project Request Priorities).

Five priority levels and their corresponding descriptions are delivered in PeopleSoft Program Management, but you can modify the descriptions to suit your implementation. These descriptions are the valid priorities that appear in the Priority drop-down list box that is on the Project Request page.

Defining Project Request Edit Privileges

Access the Privileges for Project Request page (Set Up Financials/Supply Chain, Product Related, Program Management, Request Options, Setup Privileges).

Edit Page

Select to permit this role to edit a project request when it is in the status that is listed in the current row. When this option is not selected, the role has view access only.

Note. Use the sample data that is delivered with the PeopleSoft Program Management application as a guideline for how you should establish edit privileges for the various roles that participate in the project request entry and approval business process. The key roles to consider emulating in the implementation are Project Requester, Project Owner, Project Manager, and Manager.

View Privileges for All Roles

Click to access the Privileges for Project Request page on which you can view a list of roles with their defined privileges. The list only displays roles for which you have defined privileges.

Delete Privileges of this Role

Click to delete this role's edit privileges.

Viewing Edit Privileges

Access the Privileges for Project Request - Role Selection page (Set Up Financials/Supply Chain, Product Related, Program Management, Request Options, View Privileges).

This page displays currently defined roles and their edit privileges, based on the project request status value. Users can add a role or modify an existing privilege definition.

Note. Use PeopleSoft security for limiting access to this page to the appropriate users within the organization.

Role Name	Click a role name within the grid to modify its privileges.
Add Role	Click to add a role and define its edit privileges. These roles must already exist and are created by using PeopleSoft security.

Release Manager	Enter the employee ID of the person responsible for managing this release.
Release Status	Select the status of this release from these options: Active: Indicates that this is a current release. This is the default status for new releases. Inactive: Indicates that this is an old or cancelled release that remains in the system for historical purposes. Pending: Indicates that this is an upcoming release. Note. For all of the online pages containing release information, the system displays only active or pending releases.
Original Release Date	Enter the date on which this release is due. If the release date changes, enter the revised release date into the Current Target Release Date field.
Current Target Release Date	Enter the revised target release date. For a new release, the default value for this field is the current date. For all of the online pages containing release information, the system displays the current target release date.
Release Type	Enter the type of release. You must define release types on the Release Type page before you can select a release type for a release.
Additional Fields	Click to access the Release Additional Fields page and enter additional information. The fields on the Release Additional Fields page are user-defined fields for informational purposes only.

Effective Date	Enter the date on which the discount percentage goes into effect. This allows you to change over time the rate at which the organization discounts cash flows.
Discount% (discount percentage)	Enter the rate that the system can use to discount the project request cost and benefit amounts to calculate financial metrics. This rate is not currently used in the delivered PeopleSoft Program Management interactive reports or project request.

Initiative Type ID	Displays the unique identifier for the initiative type.
Owner ID	Select the individual that is associated with this initiative type.