PeopleSoft Program Management 9.1 PeopleBook

Managing Project Releases

This chapter provides an overview of releases and discusses how to review the status of a release.

Understanding Releases

A release is a common scheduling mechanism that organizations use to package projects or work requests to make them available to customers. In PeopleSoft Program Management, release or program managers can define releases and release types, associate projects, issues, change requests, and risks to releases, and view a list of projects by release.

Organizations have programs, projects, and releases. Programs are large initiatives that might contain multiple projects and span multiple releases. Projects or work requests can be components of programs and are made available to customers through releases. This diagram illustrates the relationship between programs, projects, and releases:

Program, project, and release relationship

You must define a release before you associate it with a project. Releases are defined using the Release Management component.

See Defining Releases.

Reviewing Release Status

This section discusses how to review the status of a release.

Page Used to Review Release Status

Page Name	Definition Name	Navigation	Usage
Review Release	PGM_RELEASE_REVIEW	Program Management, Release Management, Review Release, Review Release	Review a list of programs and projects, as well as program and project data for a release.

Reviewing the Status of a Release

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

Release Manager

Displays the name of the individual that is designated as the release manager on the Release page.

Currency Code

Displays the business unit base currency code.

Release Date

Displays the current target release date that you enter on the Release page.

Project List - General

Project Name	Displays the project description. Click to access the Project - General Information page, on which you can view or update details of the program or project.
Project Manager	Displays the current program or project manager for each project in the list. The field is blank if no current program or project manager exists.
Project Status	Displays the current program or project status for each project in the list.
Processing Status	Displays the current processing status for each program or project in the list.
	Indicates that the program or project is in good health for the corresponding project health criteria.
	Indicates that the program or project is in fair health for the corresponding project health criteria.
	Indicates that the program or project is in poor health for the corresponding project health criteria.
	Click the Link to Project Request icon to access the Project Request component, from which you can view the project request. This option is valid only if the project or program is linked to a project request. Note. If you click the Link to Project Request icon for a project that was not directly generated from a project request, the system checks whether the project has a parent program with an associated project request. If a project request is found for the parent program, the system transfers you to that project request.

Project List - Detail

Percent Complete	Displays the current percent complete for the project. See Calculating Project Progress.
Planned Cost Budget	Displays the cost budget for projects in Pending processing status. The system selects this budget data from the Budget Summary table (PC_BUD_SUMMARY). The budget data that appears is data that has not yet been finalized. The system does not summarize the data in this column at the program level. Click an amount to access the Budget Detail page, on which you can review the details for the budget amount.
Cost Budget	Displays the finalized cost budget for projects in Active or Inactive processing status. The system selects this budget data from the Activity Summary table (PC_ACTIVITY_SUM). This system summarizes the data in this column at the program level. Click an amount to access the Budget Detail page, on which you can review the details for the budget amount.
Cost Actuals	Displays the project's actual cost. This system selects this data from the Activity Summary table. The system summarizes the data in this column at the program level.
Cost Variance	Displays the difference in the budget and actual amounts calculated as Budget Amount – Actual Amount.

Project List - Statistics

Total Issues	Displays the total number of unresolved issues that exist for the project. (Unresolved issues are issues for which the resolution date is blank.) Click the number to transfer to the Issue Management search page, on which you can review project issues.
Critical Issues	Displays how many critical unresolved issues exist for the project.
Percent Critical	Displays the percent of issues that are critical, calculated as (Number of critical unresolved issues ÷ Total number of unresolved issues) × 100.
Total Deliverables	Displays the total number of deliverables that have been entered for each project in the list. Click the number to access the Deliverables search page, on which you can review project deliverables.
Percent Overdue	Displays the percent of total deliverables that are overdue, calculated as (Number of overdue deliverables ÷ Total number of deliverables) × 100.
Total Risks	Displays the total number of risks for each project in the list. Select to access the Risks search page to look up risks.
Percent No Action	Displays the percent of risks that have no action plan, calculated as (Number of risks with no action plan ÷ Total number of risks) × 100.

Release Manager	Displays the name of the individual that is designated as the release manager on the Release page.
Currency Code	Displays the business unit base currency code.
Release Date	Displays the current target release date that you enter on the Release page.