PeopleSoft EPM Portal Pack

PeopleSoft EPM Portal Pack includes portal pagelets that provide at-a-glance access to essential data from your system. The portal pack supplements other PeopleSoft EPM applications that provide the underlying data.

When you install the PeopleSoft EPM Portal Pack, the pagelets appropriate for your role become available, with the navigation menu along the left margin so that you can access PeopleSoft EPM applications from the PeopleSoft EPM portal. Click the Personalize Content link to add one or more pagelets and theLayout link to arrange them on your homepage. You can configure their portal homepage layout with three narrow columns or one narrow and one wide column. Standard PeopleSoft role-based security ensures that users can access only the pagelets appropriate to their roles.

To use the pagelets in the PeopleSoft EPM Portal Pack, you must first install the enabling PeopleSoft EPM application. The PeopleSoft EPM pagelets and the enabling application are listed in the PeopleSoft EPM Portal Pack Pagelets section.

Common Elements Used in the PeopleSoft EPM Portal Pack

This section lists common elements used in the PeopleSoft EPM Portal Pack.

SetID

Provides the ID code for a tableset. A tableset is a group of tables (records) necessary to define your company's structure and processing options.

Effective Date

Establishes the date the row in the table becomes effective. It determines when you can view and change the information. Pages and batch processes that use the information use the current row.

Status

Indicates whether a row in a table is active or inactive. You cannot select inactive rows on pages or use them for running batch processes.

Description

Allows free-flow text up to 30 characters that describes what you are defining.

Run Control ID

Identifies specific run control settings for a process or report.

Report ID

Identifies the report.

Program Name

Provides the PeopleSoft Enterprise Performance Management program name for which you are running the report or process.

When

Specifies the frequency with which you want to run a process. You can select Once,Always, orDon't.

Last Run On

Indicates the date that the report or process was last run.

As Of Date

Indicates the last date for which the report or process includes data.

Scenario ID

Provides an identifier for a specific scenario.

Model ID

Provides an identifier for a model. A model uniquely identifies the types of data that you want to include in a scenario. For example, you might want to review revenue by region—a very high-level scope. Or, if you use PeopleSoft Analytic Forecasting, you might want to review only those activities that relate to a certain product line for certain types of resources—a very narrow scope.

Fiscal Year

Specifies the fiscal year for your scenario or process run.

Period

Specifies the accounting period for the object being defined or process being run.

Job ID

Specifies an instance of an engine.