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PeopleSoft Activity-Based Management Implementation

PeopleSoft Setup Manager enables you to generate a list of setup tasks for your organization based on the features that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding Peoplesoft documentation.

Other Sources of Information

In the planning phase of your implementation, take advantage of all PeopleSoft sources of information including the installation guides, table-loading sequences, data models, and business process maps.

See the product documentation for PeopleTools: PeopleSoft Setup Manager, PeopleTools: PeopleSoft Component Interfaces

Tools for Building Models

Activity-Based Management also provides tools that let you quickly create a prototype model using the following engines:

  • Model Generator: Automates the setup of filter and constraint metadata as well as Activity-Based Management objects, drivers, and pointers.

  • Ledger Mapper Generator: Automates the setup of the ledger mapping rules for the resources.

The following table lists the model-building steps:

Step

Reference

Set up EPM Foundation.

See Understanding PeopleSoft EPM Business Rule Setups and Understanding EPM Security and Setups.

Set up the Model Generation Definition.

See Setting Up Model Generator.

Set up the Ledger Maps Generation Definition.

See Setting Up Ledger Mapper Generator.

Set up your Activity-Based Management model and specify the Ledger Maps Generation and Model Generation IDs.

See Setting Up Activity-Based Management Models.

Start Activity-Based Management Model Generator.

See Running Model Generator and Ledger Mapper Generator.

Start the Ledger Mapper Generator.

See Running Model Generator and Ledger Mapper Generator.