Reviewing Project Financials Using PeopleSoft Fluid

These pages display the projects that are on your Projects List Page. They are limited to the Project Costing business unit and currency specified on the My Preferences - Report Business Unit Page.

Page Name

Definition Name

Usage

Project Financials (pivot) Page

(none)

View actual amounts spent for all of your projects as a chart, table, or Pivot Grid.

Project Financials (detail) Page

PC_PROJ_FIN_FL

View financial performance and billing information for a project or activity.

Project Performance Page

PC_PROJ_PERF_FL

View the performance and health for a project or activity.

Use the Project Financials (pivot) page to view actual amounts spent for all of your projects as a chart, table, or Pivot Grid.

Navigation:

Fluid Home > Project Management > Project Financials

This example illustrates the fields and controls on the Project Financials (pivot) page.

Project Financials (pivot) page

Field or Control

Description

Options Menu icon (options menu icon)

Select the Options Menu icon to access these options:

  • Update Filters

  • Export Data

  • Chart Options

  • Save

(link on a row)

Click a link on a row of the Pivot Grid to access the Project Financials (detail) Page.

(item on chart)

Select a project on the chart to view the project in the grid.

Grid Section

Field or Control

Description

Related Actions icon(actions)

Select the Related Actions icon to access the Project Financials (detail) Page, the Project Performance Page, or to send a notification to the project manager.

Use the Project Financials (detail) page (PC_PROJ_FIN_FL) to view financial performance and billing information for a project or activity.

Navigation:

Fluid Home > Project Management > Project Financials. Select the Related Actions icon and then select View Project Financials.

This example illustrates the fields and controls on the Project Financials (detail) page.

Project Financials (detail) page

Field or Control

Description

Project or Activity (listed on the left pane)

Select a project or activity to display financial performance and billing information on the right pane.

Related Actions icon (related actions icon)

Select one of these options:

  • Notify Manager: Select to access the Notify Manager page.

  • View Business Card: Select to access the View Business Card Page.

Use the Project Performance ((PC_PROJ_PERF_FL) page to view the performance and health for a project or activity.

Navigation:

Select View Project Performance from the related actions icon on other Project Management fluid pages such as Project Financials.

This example illustrates the fields and controls on the Project Performance page.

Project Performance page

Project performance is based on the information displayed on the Earned Value Page in PeopleSoft Program Management. Project health is based on the information provided on the Workbench pages for projects and activities in Program Management, see “Analyzing Project Data” in the Program Management documentation.

Field or Control

Description

Related Actions icon (related actions icon)

Click the Related Actions icon next to the project manager and select one of these options:

  • Notify Manager: Select to access the Notify Manager page.

  • View Business Card: Select to access the View Business Card Page.

Project (or Activity) pane

Select a project (or activity) to display performance and health on the right pane.

View Earned Value Projection icon (view earned value projection icon)

Click the View Earned Value Projection icon to view the Earned Value Projection chart. This chart compares value amounts to periods.

Project (or Activity) Health section

This section displays the health of a project or activity based on the schedule, budget, resources, issues, risks, and deliverables. You can click the arrow to the right of each item to view a small window with more details.