Establishing and Maintaining Enterprise Program Trees
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
PGM_PROG_MGMT_OPT |
Specify program management options, designate the enterprise program tree, and establish various default settings for specific business units. |
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|
PGM_ASSIGN_TO_EPT |
Assign a project or program to the enterprise program tree that is associated with its respective project business unit. |
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PGM_VIEW_EPT |
View a display-only version of the enterprise program tree to visually identify where a project or program appears in the enterprise's hierarchy. |
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:
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:
Field or Control |
Description |
|---|---|
Status |
Active. |
Tree Structure |
PROJECT_BU. |
Category |
PROJECT. |
Use of Levels |
Strictly Enforced. |
Allow Duplicate Detail Values |
Do not select this check box. |
All Detail Values in this Tree |
Do not select this check box. |
Performance Methods |
Accept the defaults for all options. |
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:
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.
Field or Control |
Description |
|---|---|
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. |
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:
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.
Field or Control |
Description |
|---|---|
|
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. |
