Navigating in PeopleSoft Program Management
PeopleSoft Program Management provides custom navigation pages that contain groupings of folders that support a specific business process, task, or user role.
Note: In addition to the PeopleSoft Program Management custom navigation pages, PeopleSoft provides menu navigation and standard navigation pages.
For additional information see PeopleTools: PeopleSoft Applications User's Guide
This table lists the custom navigation pages that you use to navigate in PeopleSoft Program Management:
|
Page Name |
Navigation |
Usage |
|---|---|---|
|
Program Management Center |
|
Access primary Program Management menu options and activities. |
|
Configuration |
Click the Configuration link on the Program Management Center page. |
Access options for configuring Program Management. |
|
Activity Options |
Click the Activity Options link on the Configuration page. |
Set up activity types, activity status, activity type status paths, and quality types. |
|
Common Definitions |
Click the Common Definitions link on the Configuration page. |
Set up interest types, period calculation factors, transaction codes, transaction types, report summarization options, the SQR report configuration, utilization definitions, and forecasting options. |
|
General Options |
Click the General Options link on the Configuration page. |
Set up the organization hierarchy, accounting rules, transaction summary templates, change control templates, asset profiles, issue priorities, issue status, issue types, budget items, categories, application areas, applications, risk types, release types, and root cause areas. |
|
Installation and Business Unit |
Click the Installation and Business Unit link on the Configuration page. |
Set up project costing business units, project costing options, program management options, project costing integration options, project costing installation options, program management installation options, and general installation options. |
|
Pricing Structure |
Click the Pricing Structure link on the Configuration page. |
Set up rate sets, rates by employee, rates by job code, and rates by role. |
|
Project Options |
Click the Project Options link on the Configuration page. |
Set up status report reminders, integration templates, project types, status types, project type status paths, project roles, phase types, events, and status report frequencies. |
|
Project Request Options |
Click the Project Request Options link on the Configuration page. |
Set up initiative types, project request priorities, general preferences, and project request privileges. |
|
Project Security |
Click the Project Security link on the Configuration page. |
Set up security profiles, security options, and row level security. |
|
Transaction Options |
Click the Transaction Options link on the Configuration page. |
Set up analysis types, analysis groups, source types, source groups, categories, subcategories, and transaction identifiers. Relate source types to categories, and relate categories to subcategories. |
|
Forecasting |
Click the Forecasting link on the Program Management Center page. |
Enter forecast time, review forecast time, review forecasts by project and by supervisor, establish forecast control, administer forecast cache for performance, populate time, send forecast email reminders, refresh capacity and utilization data, and load third party forecasts. |
|
Maintain Preferences |
Click the Maintain Preferences link on the Program Management Center page. |
Modify and view user preferences for managing projects. |
|
My Projects |
Click the My Projects link on the Program Management Center page. |
Create a personalized list of projects. |
|
Program Budgeting |
Click the Program Budgeting link on the Program Management Center page. |
Create and modify program plans and details. Analyze program budget and project request data. |
|
Program Tools |
Click the Program Tools link on the Program Management Center page. |
Review programs, assign projects and programs to an enterprise program tree, view master resource schedule, calculate health, roll up project and program start and end dates, load estimate to complete amounts, and refresh the enforce team by pool cache table. |
|
Project and Activity |
Click the Project and Activity link on the Program Management Center page. |
Create, modify, and view project and activity information. |
|
Activity Definitions |
Click the Activity Definitions link on the Project and Activity page. |
Create, modify, and view project activities, activity general information, activity status, and activity resources. |
|
Project Definitions |
Click the Project Definitions link on the Project and Activity page. |
Create, modify, and view project, project general information, project status, project resources, and the project estimate summary. Manage generic resources, transfer assignments, and assign project resource pools. |
|
Project Management |
Click the Project Management link on the Program Management Center page. |
Access the Manager Workbench and Resource Workbench. Add, modify, and view project deliverables, issues, risks, and status reports. Review cost, billing, and shared transactions, and the change control monitor. |
|
Project Requests |
Click the Project Requests link on the Program Management Center page. |
Create, modify, or view project request, and process currency conversions. |
|
Reports and Analysis |
Click the Reports and Analysis link on the Program Management Center page. |
Review program management data using reports and interactive reports. |
|
Interactive Reports |
Click the Interactive Reports link on the Reports and Analysis page. |
View program management interactive reports for earned value, earned value projection, actual and forecast, percent complete history, forecast to complete, utilization, resource list, change control, manager transaction review, and flexible analysis. |
|
Reports |
Click the Reports link on the Reports and Analysis page. |
View program management reports for issues by assigned to, issues by priority, issues by type, issues by status, issues by project/activity, issue details, forecast labor cost variance, forecast labor revenue, and review program report. |
|
Third Party Integration |
Click the Third Party Integration link on the Program Management Center page. |
Create and modify projects from Microsoft Project, update Microsoft Project with project data, manage the Microsoft Project integration details, and administer Microsoft integrators. |
This table lists the custom navigation pages that you use to navigate to key areas for entering and viewing employee and project team member information:
|
Page Name |
Navigation |
Usage |
|---|---|---|
|
Employee Project Center |
|
Access key areas for entering and viewing project team member information. |
|
Expenses |
Click the Expenses link on the Employee Project Center page. |
Create or view expense data and maintain your expense profile. |
|
Program and Project Tools |
Click the Program and Project Tools link on the Employee Project Center page. |
Create, modify, or view project issues and risks, and modify or request projects. |
|
Project Progress |
Click the Project Progress link on the Employee Project Center page. |
Modify or view the status of projects and deliverables, and view a summary of status reports, issues, or deliverables that are assigned to you. |
|
Resource Information |
Click the Resource Information link on the Employee Project Center page. |
Search for assignments, view your schedule, and maintain your resource profile. |
|
Time |
Click the Time link on the Employee Project Center page. |
Create or view actual and forecast time data. |