Establishing and Maintaining Enterprise Program Trees

Pages Used to Establish and Maintain Enterprise Program Trees

Page Name	Definition Name	Navigation	Usage
Program Management Options	PGM_PROG_MGMT_OPT	select Set Up Financials/Supply Chain, then select Business Unit Related, then select Program Management, then select Business Unit Options, then select Program Management Options	Specify program management options, designate the enterprise program tree, and establish various default settings for specific business units.
Enterprise Program Tree	PGM_ASSIGN_TO_EPT	select Program Management, then select Program Tools, then select Enterprise Program Tree, then select Enterprise Program Tree	Assign a project or program to the enterprise program tree that is associated with its respective project business unit.
View Enterprise Program Tree	PGM_VIEW_EPT	select Program Management, then select Program Tools, then select Review Program, then select View Enterprise Program Tree	View a display-only version of the enterprise program tree to visually identify where a project or program appears in the enterprise's hierarchy.

Program Management Options Page

Use the Program Management Options page (PGM_PROG_MGMT_OPT) to specify program management options, designate the enterprise program tree, and establish various default settings for specific business units.

Navigation

select Set Up Financials/Supply Chain, then select Business Unit Related, then select Program Management, then select Business Unit Options, then select Program Management Options

Complete these steps:

In the Tree Name field, enter the name of the new tree.
Click the Initialize Enterprise Tree button.

The system creates a tree that is keyed by business unit at this point.
Add programs and projects to the tree by using the Enterprise Program Tree page.

Alternatively, you can use PeopleSoft Tree Manager to create the tree first, and then select that tree in the Tree Name field, instead of entering a new tree name.

Tree Structure Requirements

You must use the delivered PROJECT_BU structure for the enterprise program trees.

Tree Definition Requirements

The key field values that the system requires on the Tree Definition page for enterprise program trees are:

Status

Active.

Tree Structure

PROJECT_BU.

Enterprise Program Tree Page

Use the Enterprise Program Tree page (PGM_ASSIGN_TO_EPT) to assign a project or program to the enterprise program tree that is associated with its respective project business unit.

Navigation

select Program Management, then select Program Tools, then select Enterprise Program Tree, then select Enterprise Program Tree

Image: Enterprise Program Tree page

This example illustrates the fields and controls on the Enterprise Program Tree page. You can find definitions for the fields and controls later on this page.

Parent Program ID

Enter the program ID for the projects and programs that are listed in the Projects Not on Enterprise Program Tree grid for which you want this program to be the parent. You must save in order for the system to add the program or project to the enterprise program tree.

Click to access the project General Information component (PROJECT_GENERAL) and view or update details about the project or program.

Click to access the Project Request component (BC_PROJ_REQUEST). This option is valid only if the project or program is linked to a project request.

Tree Manager

Click to access the Tree Manager page, on which you can edit the tree.

View Enterprise Program Tree Page

Use the View Enterprise Program Tree page (PGM_VIEW_EPT) to view a display-only version of the enterprise program tree to visually identify where a project or program appears in the enterprise's hierarchy.

Navigation

select Program Management, then select Program Tools, then select Review Program, then select View Enterprise Program Tree

Image: View Enterprise Program Tree page

This example illustrates the fields and controls on the View Enterprise Program Tree page. You can find definitions for the fields and controls later on this page.

This page is a display-only view of the enterprise program tree that is for the selected program.

Click to expand a folder and view its subordinate programs or projects.

Click to collapse a folder and all of its subordinate programs or projects.

Tree Manager

Click to access the Tree Manager page, on which you can edit the tree.