Viewing Total Predicted Expenses

The Total Predicted Expenses pagelet displays travel authorization data based on filter criteria entered on an administrator setup page (Administer Total Predicted Expenses) or a user personalization page (Personalize Total Predicted Expenses). What PeopleSoft Expenses displays on the pagelet also depends on which view the administrator or employee selects—by department ID or project ID. If PeopleSoft Expenses is set up to display travel authorization data based on a department view, then PeopleSoft Expenses filters by GL business unit and department ID. If PeopleSoft Expenses is set up to display travel authorization data based on a project view, then PeopleSoft Expenses filters by PC business unit and project ID. Employees can also choose specific project IDs or filter by My Projects or Project Manager.

The administrator accesses the Administer Total Predicted Expenses page through the portal main menu to set and store the defaults for all users. Only the administrator can set the defaults for the Calendar ID and Number of Future Periods fields, and these fields are display-only on the employee's Personalize Total Predicted Expenses page. The administrator also sets the default view (by department or by project).

Click the Customize icon in the title bar of the Total Predicted Expenses pagelet to access the Personalize Total Predicted Expenses page and specify project IDs or department IDs in which to filter on. PeopleSoft Expenses initially populates the Personalize Total Predicted Expenses page with defaults provided from the Administer Total Predicted Expenses page. PeopleSoft Expenses checks user security at the PeopleSoft Expenses business unit level to insure that employees can only select or see data in the business unit to which they are authorized to access. Click the Restore Default button on the Personalize Total Predicted Expenses page and PeopleSoft Expenses restores the filter criteria back to what is set on the Administrator Total Predicted Expenses page.

The Total Predicted Expenses Summary page allows further filtering before PeopleSoft Expenses displays total authorized travel amounts. Employees can change or refine their search by filtering by Expenses Billing Code, My Projects, Project Manager, and various ChartFields. The travel authorizations listed as a result of the search with the filtering criteria are linked to allow you to drill down to a specific travel authorization for further analysis.

Use the Administer Total Predicted Expenses pagelet (EX_PE_PRED_PRS) to set up defaults and define the calendar ID and periods to filter on for the Total Predicted Expenses pagelet.

Navigation:

Set Up Financials/Supply Chain > Pagelets > Enterprise Service Automation > Portal Pack Defaults > Total Predicted Expenses

This example illustrates the fields and controls on the Administer Total Predicted Expenses page.

This page uses fields that are common to other pages discussed in this topic. Refer to the beginning of the topic to review descriptions of these common elements.

Use the Total Predicted Expenses pagelet (EX_PE_PRED_TA_WD) to displays travel authorization data based on filter criteria set up by the system administrator and the user.

Navigation:

Click the Personalize Content link on the PeopleSoft Home page.

Select Total Predicted Expenses.

PeopleSoft Expenses displays the total amount of approved travel authorizations, which is a result of the filtering criteria from the Administer Total Predicted Expenses and Personalize Total Predicted Expenses pages. PeopleSoft Expenses sorts the rows based on amounts and displays the highest amount first. PeopleSoft Expenses also displays the base currency for the business unit.

The pagelet displays information about the criteria PeopleSoft Expenses used to derive the total predicted expenses:

• GL business unit.

• Date when the Expenses Pagelet Processing process was last executed (for example, the data is only current up to the date displayed).

• View type (department or project). This message changes, depending on what filter criteria was selected.

Use the Total Predicted Expenses Summary page (EX_PE_PRED_SUM) to enter more filter criteria (optional) and click Go to view list of travel authorizations.

Navigation:

• Depending on how you set up your system, click a Department ID or Project ID link on the Total Predicted Expenses pagelet.

• Travel and Expenses > Real-Time Analysis > Predicted Expenses Summary

This example illustrates the fields and controls on the Total Predicted Expenses Summary page (1 of 2). You can find definitions for the fields and controls later on this page.

This example illustrates the fields and controls on the Total Predicted Expenses Summary page (2 of 2). You can find definitions for the fields and controls later on this page.

Use the Personalize Total Predicted Expenses page (EX_PE_PRED_PRS) to set up user-specific defaults to filter on for the Total Predicted Expenses pagelet.

Navigation:

Click the Customize icon on the Total Predicted Expenses pagelet.

This example illustrates the fields and controls on the Personalize Total Predicted Expenses page (1 of 2).

This example illustrates the fields and controls on the Personalize Total Predicted Expenses page (2 of 2).

This page uses fields that are common to other pages discussed in this topic. Refer to the beginning of the topic to review descriptions of these common elements.