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Getting Started with PeopleSoft Project Costing
PeopleSoft Project Costing Business Processes
PeopleSoft Project Costing Integration Touchpoints
PeopleSoft Project Costing Implementation
Navigating in PeopleSoft Project Costing
PeopleSoft Project Costing Custom Navigation
Setting Up Project Business Units
Understanding the PeopleSoft Project Costing Operational Structure
Understanding Open Period Control
Creating Project Business Units
Defining Project Options
Setting Up Other Project Business Unit Options
Setting Up PeopleSoft Project Costing Control Data
Understanding Project ChartFields
Understanding General Control Data
Understanding Project-Related Control Data
Understanding Activity-Related Control Data
Understanding Transaction-Related Control Data
Setting Up Project ChartFields
Setting Up General Control Data
Setting Up Project-Related Information
Setting Up Activity-Related Information
Setting Up Transaction-Related Information
Setting Up Summarization Templates
Securing Data in PeopleSoft Project Costing
Understanding PeopleTools Security
Understanding Project Security
Defining Project Security
Setting Up Accounting for Projects
Understanding Accounting for Projects
Defining Organizational Accounting Installation Options
Defining Project- and Activity-Owning Organizations
Defining Accounting Rules
Defining the Sharing Structure
Processing Transactions Using Accounting Rules
Creating and Maintaining Projects
Understanding Projects
Understanding Project Creation Options
Understanding Project Managers
Creating Project Templates
Creating New Projects by Using Templates
Creating Projects from Copies
Creating and Defining Projects
Initiating Projects by Using Project Initiation Checklists
Maintaining Project Status
Tracking Your Projects
Modifying Existing Projects by Using Templates
Deleting Project Data
Maintaining Projects Using the Contracts Workbench
Using the Fluid User Interface for Projects
Creating Project Requests Using PeopleSoft Fluid User Interface
Approving Project Requests Using Fluid Approvals
Using Project Trees
Understanding Project Trees
Creating Project Trees
Adding Projects to Trees
Branching Project Trees
Creating and Maintaining Activities
Understanding Activities
Understanding Work Breakdown Structures
Creating and Modifying Activities
Adding Activities to Projects
Maintaining Activity Status
Staffing Project and Activity Teams
Understanding Team Staffing in PeopleSoft Project Costing
Creating Project and Activity Teams
Viewing and Modifying Activity Teams
Working with Transactions
Viewing and Adding Transactions
Processing Multiple Currencies
Controlling Incoming Transactions
Budgeting Project Costs and Revenue
Understanding Project Cost and Revenue Budgets
Setting Up Budgets in PeopleSoft Project Costing
Creating and Defining Budget Plans
Maintaining Budget Plan Versions
Processing Budget Rows From Microsoft Project
Integrating Budget Data with Planning and Budgeting
Analyzing Budgets
Analyzing Project Analytics Using PeopleSoft Insights
Understanding PeopleSoft Insights for Projects
Setting up Insights Dashboards for Project Cost Analytics
Accessing Insights Dashboards on the Project Management Homepage
Analyzing Project Costing Information Using Insights Dashboards
Integrating with Commitment Control
Understanding Integration Between PeopleSoft Project Costing and PeopleSoft Commitment Control
Setting Up PeopleSoft Project Costing for PeopleSoft Commitment Control
Budget Checking Transactions in Commitment Control
Sending Commitment Control Transactions to PeopleSoft Project Costing
Working with Entry Events
Pricing Project Costs
Understanding the Pricing Process
Understanding Variance Pricing
Importing Transactions into PeopleSoft Project Costing
Defining Rates for Employees, Job Codes, and Project Roles
Setting Up Custom Rates
Defining Rate Set Categories, Rate Sets, and Rate Plans
Creating Price Variances
Defining Tiered Pricing
Running the Pricing Application Engine Process
Viewing Team Rates
Distributing Funding
Understanding Funds Distribution
Understanding Accounting for Distributions
Setting Up Funds Distribution
Managing Funds Distribution
Correcting Distribution Errors
Tracking Procurement Costs
Understanding Procurement Costs
Understanding Integration with PeopleSoft Purchasing
Understanding Requisition and Purchase Order Adjustments
Understanding Integration with PeopleSoft Inventory
Understanding Integration with PeopleSoft Payables
Vouchers with Assets
Understanding Integration with PeopleSoft Order Management
Creating Requisitions in PeopleSoft Project Costing
Integrating Requisitions and Purchase Orders with PeopleSoft Project Costing
Adjusting Requisitions and Purchase Orders in PeopleSoft Project Costing
Integrating with PeopleSoft Inventory
Integrating with PeopleSoft Payables
Integrating with PeopleSoft Order Management
Integrating with PeopleSoft Expenses
Understanding Integration with Expenses
Setting Up Time and Expense ChartFields for PeopleSoft Project Costing
Stage Time and Expense Reports
Importing Time and Expenses into PeopleSoft Project Costing
Integrating with Time and Labor
Understanding Integration with PeopleSoft Time and Labor
Setting Up Integration with Time and Labor
Populating Time and Labor Tables with PeopleSoft Project Costing Data
Reviewing and Loading Data to PeopleSoft Project Costing Tables
Integrating with Services Procurement
Understanding Integration with Services Procurement
Importing Time, Expense, and Progress Log Data into PeopleSoft Project Costing
Integrating with PeopleSoft General Ledger
Understanding Integration with PeopleSoft General Ledger
Understanding Data Flows
Understanding Journal Line Retrieval from General Ledger
Processing Single-Sided Transactions
Creating Double-Sided Transactions
Retrieving Posted Journals for PeopleSoft Project Costing
Processing Allocations in PeopleSoft Project Costing
Understanding Allocations in PeopleSoft Project Costing
Allocating Costs from Project-to-Project
Allocating Costs from General Ledger
Calculating Interest
Understanding Interest Calculations
Establishing Period Calculation Factors
Setting Up and Processing Interest Calculations
Analyzing Projects
Understanding Project Evaluation
Setting Up and Using Project Valuation
Performing Flexible Analysis
Viewing Transactions in Progress
Using the Projects Reconciliation Workbench
Analyzing Projects Using Analysis Inquiries
Analyzing Projects Using Accumulated Costs
Calculating Percent Complete
Setting Up and Analyzing Project Profitability
Reviewing and Adjusting Project Costs
Understanding the Project Manager Review Process
Summarizing Transactions for Project Manager Review
Reviewing and Adjusting Project Cost Transactions
Reviewing Project Billing Transactions
Reviewing Period of Performance Project Transactions
Reviewing Shared Project Transactions
Reviewing Revenue Transactions
Managing Assets
Understanding Asset Capitalization Processes
Understanding Asset Retirement
Prerequisites to Integrate with Asset Management
Common Elements Used to Manage Assets
Setting Up and Using Express Capitalization
Running the Express Capitalization Process
Setting Up and Using Manual Capitalization
Running the Manual Capitalization Process
Reviewing and Approving Assets
Retiring Assets
Integrating with PeopleSoft Contracts and PeopleSoft Billing
Understanding Integration with PeopleSoft Contracts and PeopleSoft Billing
Understanding the Billing Process Flow
Understanding Data Originating from PeopleSoft Project Costing (PBI System Source)
Moving Costs and Revenue Data into PeopleSoft Project Costing
Understanding Integrating with Contracts for Government Contracting
Understanding PeopleSoft Project Costing and Government Contracting Integration
Integrating with Maintenance Management
Understanding Integration with PeopleSoft Maintenance Management
Understanding Work Order Transaction Processing
Understanding Work Order Asset Capitalization and Retirement
Understanding Integration Setup
Understanding the PeopleSoft Project Costing Pages Used in Work Order Business Processes
Setting Up Rate Sets and Asset Integration Rules
Creating Work Orders and Work Order-Managed Projects in PeopleSoft Project Costing
Pricing Work Order Costs
Retiring Work Order Assets
Integrating with PeopleSoft Receivables
Understanding Integration with PeopleSoft Receivables
Integrating PeopleSoft Receivables Adjustments into PeopleSoft Project Costing
Summarizing and Archiving Project Data
Understanding the Data Summary Process
Understanding Feeder and Pricing Summarization
Understanding the Data Archive Process
Summarizing and Viewing Transaction Row Data
Setting Up Feeder and Pricing Summarization
Viewing and Managing Compressed Data
Refreshing Reporting Tables for PeopleSoft Fluid
Integrating with Third-Party Applications
Understanding Third-Party Data Integration
Understanding PeopleSoft Project Costing Interface Data Structures
Reviewing and Modifying Interface Table Data
Loading Interface Table Data into PeopleSoft Project Costing
Integrating with Microsoft Project
Understanding Integration of PeopleSoft Project Costing with Microsoft Project
Setting Up Integration Options
Creating Microsoft Projects from PeopleSoft Projects
Creating PeopleSoft Projects from Microsoft Projects
Using the Projects WorkCenter and Dashboard
Understanding the Project Costing WorkCenter and Dashboard
Understanding the Projects WorkCenter - My Work
Understanding the Projects WorkCenter - Links
Understanding the Projects WorkCenter - Queries
Understanding the Projects WorkCenter - Reports and Processes
Using the PeopleSoft Fluid Projects WorkCenter
Understanding the PeopleSoft Fluid Projects WorkCenter
Setting Up the PeopleSoft Fluid Projects WorkCenter
Using the PeopleSoft Fluid Projects WorkCenter
Working with Exceptions and Recurring Tasks in the My Work Pagelet
Using the Projects Update Wizard
Setting Up and Using the PeopleSoft Fluid User Interface for Project Management
Setting Up the PeopleSoft Fluid User Interface for Project Management
Using the PeopleSoft Fluid User Interface for Project Management
Reviewing Project Team Resources Using PeopleSoft Fluid
Reviewing Project Financials Using PeopleSoft Fluid
Reviewing Project Timesheets Due Using PeopleSoft Fluid
Reviewing Profit Margins and Unbilled Cost Using PeopleSoft Fluid
Locating Resources Using PeopleSoft Fluid
Scheduling Resources Using PeopleSoft Fluid
Reviewing Project Status Reports Using PeopleSoft Fluid
Reviewing Project Data Compression Using PeopleSoft Fluid
Creating and Modifying Reports in PeopleSoft Project Costing
Understanding Report Summarization
Creating and Modifying Reports Using the Report Summarization Process
Modifying the Appearance of the SQR Project Financial Report and Project Transaction Report
Configuring Batch and Online Processes
Configuring Temporary Tables for Batch and Online Processing
Running Batch Processes Using Autopilot
PeopleSoft Project Costing Web Libraries
Understanding Web Libraries
PeopleSoft Project Costing Web Libraries
PeopleSoft Project Costing Reports
PeopleSoft Project Costing Reports: A to Z
Report Samples