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Getting Started with PeopleSoft Program Management
PeopleSoft Program Management Overview
PeopleSoft Program Management Business Processes
PeopleSoft Program Management Integration Points
PeopleSoft Program Management Implementation Tasks
Related Product Documentation
Navigating in PeopleSoft Program Management
Navigating in PeopleSoft Program Management
Integrating with Other Applications
Integration with PeopleSoft Project Portfolio Management
Integration with PeopleSoft Project Costing
Integration with PeopleSoft Resource Management
Integration with Microsoft Project
Setting Up PeopleSoft Program Management Business Units
Understanding PeopleSoft Program Management Setup
Understanding Project Charging Levels
Establishing PeopleSoft Program Management Business Unit Options
Setting Up PeopleSoft Program Management Control Data
Understanding General Control Data
Understanding Project Request Options
Setting Up General Control Data
Setting Up Project Request Options
Setting Up Services Forecasting
Understanding Services Forecasting
Granting Security Access to Forecasts
Configuring Forecasts
Defining Services Forecast Options
Setting Up TRCs and Mapping Task Categories
Establishing Forecast Control
Refreshing the Forecast Cache
Prepopulating Forecasts in Batch
Scheduling Forecast Reminder Notifications
Managing Programs and Projects
Understanding Programs, Projects, and the Enterprise Program Tree
Understanding Program Managers
Understanding Resource Pool Security
Establishing and Maintaining Programs and Projects
Establishing and Maintaining Enterprise Program Trees
Refreshing Program Data
Establishing Resource Pool Security
Refreshing Resource Pool Security
Establishing Project Requests
Understanding Project Requests
Creating Project Requests
Approving Project Requests Using PeopleSoft Fluid User Interface
Viewing Project Requests
Converting Currency
Using Schedule Dependencies and Constraints
Understanding Schedule Dependencies
Understanding Activity Constraints
Understanding Integration of Dependencies and Constraints with Microsoft Project
Understanding Project Schedule Indicators
Specifying Schedule Dependencies
Specifying Activity Constraints
Scheduling and Managing Resources
Understanding Resource Tools
Adding and Modifying Project Resources
Adding and Modifying Activity Resources
Transferring Resource Assignments
Working with Master Resource Schedules
Analyzing Resource Lists
Viewing the Resource Workbench
Distributing Costs to Budget Detail Rows
Understanding Cost and Revenue Budget Generation
Prerequisites
Entering Distribute Costs to Budget Detail Rows
Budgeting for Programs
Understanding Program Budgeting
Creating Program Budgets
Creating Program Budget Details
Spreading Budget Detail Amounts Across Periods
Approving Program Budgets
Approving Program Budgets Using PeopleSoft Fluid User Interface
Viewing Program Budget Status History
Analyzing Program Budgets
Managing Program and Project Issues
Understanding Issues
Entering Issues
Reviewing, Updating, and Resolving Issues
Sending Email Notifications
Managing Program, Project, and Activity Risks
Understanding Program, Project, and Activity Risks
Creating Risks and Action Plans
Reviewing Program, Project, and Activity Risks
Managing Project Releases
Understanding Releases
Reviewing Release Status
Controlling Project Changes
Understanding Change Control Management
Tracking Project Changes
Viewing and Analyzing Changes
Reporting Project Status
Understanding Status Reports
Defining Status Reports
Entering Status Reports
Reviewing Status Reports
Tracking Deliverables
Understanding Deliverables
Defining and Reviewing Deliverables
Analyzing Project Data
Reviewing Programs and Projects
Viewing Earned Value
Viewing and Loading Estimate to Complete Transactions
Viewing Forecast to Complete Variance
Collecting Resource Forecasts
Understanding Forecast Time Collection, Distribution, and Review
Creating and Modifying Forecasts
Protecting and Submitting Forecasts
Reviewing and Approving Forecasts
Analyzing Resource Utilization
Understanding Resource Utilization Interactive Reports
Defining Resource Utilization Parameters
Updating Resource Utilization Data
Launching Resource Utilization Interactive Reports
Analyzing Resource Utilization Interactive Reports
Integrating with Primavera P6
Understanding PeopleSoft Integration with Primavera P6
Understanding Synchronization Templates
Understanding Work Breakdown Structure
Understanding Resource Assignments
Understanding Project Teams
Understanding Budgets
Understanding Timesheets
Understanding Hours Worked
Understanding Actual Costs, Commitments, and Percent Complete
Common Terms and Elements Used to Integrate with Primavera P6
Setting Up Synchronization Templates
Setting Up Primavera P6 Integration Options for Business Units and Project Costing Control Data
Setting Up Primavera P6 Integration Options for a Project
Synchronizing Data between PeopleSoft and Primavera P6
Viewing the Synchronization Log
Archiving Synchronized Data
Configuring Batch and Online Processes
Configuring Temporary Tables for Batch and Online Processing
Delivered Workflows for PeopleSoft Program Management
Delivered Workflows for Project Request Approval
Delivered Workflows for Issue Management
Delivered Workflow for Activity Resource Notification
Delivered Workflow for Deliverables
Delivered Workflows for Program Budgeting
PeopleSoft Program Management Reports
PeopleSoft Program Management Reports: A to Z
PeopleSoft Program Management Reports: Selected Reports
Report Samples