Integration with PeopleSoft Project Portfolio Management

This topic provides an overview of integration with PeopleSoft Project Portfolio Management and discusses:

Note: If you are not implementing PeopleSoft Project Costing, you do not need to read this topic.

PeopleSoft Project Portfolio Management resides in the PeopleSoft Performance Measurement (EPM) database and is not required for implementing PeopleSoft Program Management. However, if you install PeopleSoft Project Portfolio Management, project requests must originate from the EPM database. The system uses application messaging to receive project request information from the EPM database. The system publishes project requests as XML messages. The main source records for project request data are:

  • BC_PROJ_REQUEST

  • BC_COST_EST

  • PGM_RELEASE

  • PGM_CATEGORY

  • PGM_APPLAREA

  • PGM_APPLICATION

PeopleSoft Project Portfolio Management performs these functions when it integrates with PeopleSoft Program Management:

  • Creates project requests and a high-level business case for the request.

  • Summarizes details for the business case.

  • Submits project requests for approval.

When PeopleSoft Program Management is installed, if you click a link to the project request component pages in the PeopleSoft Program Management application, the system transfers you from the PeopleSoft Financials database to the Project Request page in the EPM database.

The URL ID for the EPM database is delivered as system data. To modify it, access PeopleTools > Utilities > Administration > URLs and update the URL for the EPM_INTERFACE URL identifier. You need to set up single sign-on for a seamless link between the applications; otherwise, the system requires that you sign on to the EPM database before it displays the Project Request page.

See "Setting up Digital Certificates and Single Signon" in PeopleTools: Security Administration.

PeopleSoft Integration Broker

The system uses enterprise integration points (EIPs), also known as data publish and subscribe, across applications. EIPs simplify cross-product integration and automate data transport by providing a predefined structure of the data message among involved parties. You must use PeopleSoft Integration Broker to set up messages.

You should read the following documentation:

  • PeopleTools: PeopleSoft Integration Broker, "Understanding PeopleSoft Integration Broker".

  • PeopleTools: PeopleCode Developer's Guide, "working With File Attachments," Understanding File Attachment Architecture.

To set up and use the Integration Broker Gateway:

  1. Read PeopleTools: PeopleSoft Integration Broker, "Understanding PeopleSoft Integration Broker".

  2. Review the PeopleTools: PeopleSoft Integration Broker, topics to learn how to set up the Integration Broker Gateway.

  3. Point the Integration Broker Gateway to the PeopleSoft EPM and Financials databases following the instructions that are in the PeopleTools: PeopleSoft Integration Broker.

  4. Install any additional files that are required by the instructions.

To activate application messages:

  1. Review PeopleTools: PeopleSoft Integration Broker Administration, and read the topic about "Understanding Setting Up PeopleSoft Integration Broker."

  2. Application messages are initially delivered with an inactive status.

    For the EPM database to share information with the Financials database, you must activate the appropriate application messages in both databases.

    Activate this application message:

    Application Message Name

    Direction

    Remarks

    PPK_PROJECT_DETAILS

    PeopleSoft Project Portfolio Management to PeopleSoft Program Management.

    PeopleSoft Program Management to PeopleSoft Project Portfolio Management.

    PeopleSoft Project Portfolio Management sends project request information to PeopleSoft Program Management.

    PeopleSoft Program Management sends project request information to PeopleSoft Project Portfolio Management.