PeopleSoft Program Management 9.1 PeopleBook

Tracking Deliverables

This chapter provides an overview of deliverables and discusses how to define and review deliverables.

Understanding Deliverables

You should to be able to determine the progress of a project at different levels of the project cycle. In addition to the tools that track programs and projects, PeopleSoft Program Management enables you to define and monitor deliverables at the activity level. Deliverables data is displayed on the following pages:

Manager Workbench page (PC_MGR_WORKBENCH)
Resource Workbench page (PC_RSRC_WKBNCH)
Review Program page (PGM_REVIEW_PROG)

After project managers complete project planning and define the deliverables, resources need to be notified of assigned deliverables. You can enable deliverables workflow on the Installation Options - Program Management page to trigger notification to the resources of all deliverable assignments.

See Defining Program Management Installation Options.

Defining and Reviewing Deliverables

This section discusses how to:

Define activity deliverables.
View deliverable details.

Pages Used to Define and Review Deliverables

Page Name	Definition Name	Navigation	Usage
Deliverables Summary	PROJ_ACT_DELV_01	Program Management, Project Management, Review Deliverables	Define and view a list of deliverables that are associated with a particular activity.
Deliverable Detail	PROJ_ACT_DELV_02	Program Management, Project Management, View/Update Deliverables Click the Deliverable Detail button on the Deliverables Summary page.	Define and view the various elements of a deliverable.

Defining Activity Deliverables

Access the Deliverables Summary page (Program Management, Project Management, Review Deliverables).

ID

Enter or review the unique identifier for the deliverable.

Description

Enter a short description of the deliverable.

Assigned To and Name Display

Select the employee ID of the person who is assigned to complete the deliverable. When you select the employee ID, the employee's name appears in the Name Display column.

If you have enabled deliverables workflow, each time you assign or change a resource for a deliverable and save, the system prompts you to trigger workflow. The system creates a worklist notification and sends an email to the assigned resource using the resource's email address from the Resource Detail page. If the employee does not have an email address entered on the Resource Detail page, the system uses the email address of the user ID that is associated with the employee. If no email address is available, the system will send only the worklist notification.

Status

Select from these values: Completed, In Progress, or Not Started.

Due Date

Enter the date on which the deliverable is expected to be completed.

Days Until Due

Displays the system-calculated number of days remaining between the current date and the due date.

Days Overdue

Displays the system-calculated number of days that the current date is beyond the due date.

Click to access the Deliverable Detail page, where you can view and edit the elements of the deliverable.

Viewing Deliverable Details

Access the Deliverable Detail page (Program Management, Project Management, View/Update Deliverables).

Deliverables Detail

Assigned To

Select the employee ID of the person who is assigned to complete the deliverable.

If you have enabled deliverables workflow, each time you assign or change a resource for a deliverable and save, the system prompts you to trigger workflow. The system creates a worklist notification and sends an email to the assigned resource using the resource's email address from the Resource Detail page. If the employee does not have an email address entered on the Resource Detail page, the system uses the email address of the user ID that is associated with the employee. If no email address is available, the system will send only the worklist notification.

E-mail To

Displays the assigned resource's email address from the Resource Detail page. If the Assigned To resource does not have an email address entered on the Resource Detail page, the system displays the email address of the User ID that is associated to this resource. If the project manager has an email ID specified on the Resource Detail page, the system includes that email in the Email To field. If the project manager does not have an email ID on the Resource Detail page, the system does not include it.

Comments

Enter any text to explain or clarify the deliverable.

Document Attachments

Add Attachment

Click to browse for the file to attach to this deliverable.

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 attached file. Click to access the file.

ID	Enter or review the unique identifier for the deliverable.
Description	Enter a short description of the deliverable.
Assigned To and Name Display	Select the employee ID of the person who is assigned to complete the deliverable. When you select the employee ID, the employee's name appears in the Name Display column. If you have enabled deliverables workflow, each time you assign or change a resource for a deliverable and save, the system prompts you to trigger workflow. The system creates a worklist notification and sends an email to the assigned resource using the resource's email address from the Resource Detail page. If the employee does not have an email address entered on the Resource Detail page, the system uses the email address of the user ID that is associated with the employee. If no email address is available, the system will send only the worklist notification.
Status	Select from these values: Completed, In Progress, or Not Started.
Due Date	Enter the date on which the deliverable is expected to be completed.
Days Until Due	Displays the system-calculated number of days remaining between the current date and the due date.
Days Overdue	Displays the system-calculated number of days that the current date is beyond the due date.
	Click to access the Deliverable Detail page, where you can view and edit the elements of the deliverable.