Reviewing Programs and Projects

Page Name	Definition Name	Usage
Review Program Page	PGM_REVIEW_PROG	Displays detailed information about projects and programs on the enterprise program tree and enables drilling down to each program and project.
Review Program Report Page	RUN_PGM1000	Specify run control parameters to create report the Review Program report (PGM1000).
View Enterprise Program Tree Page	PGM_VIEW_EPT	View a display-only version of the enterprise program tree for reference purposes.
Manager Workbench Page	PC_MGR_WORKBENCH	View a project summary and health data.
Manager Workbench - Activity Page	PGM_MGRWBENCH_ACT	View activity summary and health data.

The Manager Workbench is organized into two pages. Managers can view information about a project on the Manager Workbench page and click the Activity tab to view workbench information about the project's activities. The project Manager Workbench page contains information about the project manager, project status and project processing status. Additionally, the Manager Workbench displays health indicators for overall project and activity health and for each scorecard component. You can define an option at the business unit-level to manually enter or automatically calculate project health indicators for project overall, schedule, budget, resources, issues, and risks. You can override this option at the project level. The system displays these colored indicators based on the project or activity health:

Term	Definition
	Indicates good health for the project or activity health attributes.
	Indicates fair health for the project or activity health attributes.
	Indicates poor health for the project or activity health attributes.

The Manager Workbench also contains these collapsible group boxes:

Scorecard: Information about the schedule, budget, resources, issues, and risks.
Milestones: List of the project milestone activities
Top 5 Issues: List of the top five unresolved issues.
Top 5 Risks: List of the top five risks based on risk status and priority.
Project Exceptions: Information on late activities, unassigned activities, upcoming activities, overloaded resources, activity and assignment conflicts, and late deliverables.

You can expand and collapse the group boxes, all at once or individually, to review detailed information about the health of the project.

On the activity tab of the Manager Workbench, you can select the project activity that you want to review. The workbench contains information about the activity owner, activity status, and activity processing status. It includes activity health indicators that the system calculates each time that you access the page by using the most recent data on the activity schedule, budget, resources, issues, risks, and deliverables. It also lists the top five issues and risks for the activity.

From both of the Manager Workbench pages you can navigate to other components in PeopleSoft Program Management and PeopleSoft Project Costing to view or modify information about the project or activity.

Use the Review Program page (PGM_REVIEW_PROG) to displays detailed information about projects and programs on the enterprise program tree and enables drilling down to each program and project.

Navigation:

Program Management > Program Tools > Review Program

Field or Control	Description
Max Level to Display	Indicate the maximum number of program levels to display for review. Options are 01, 02, or 03 levels down from the selected program.
Search	Click to display a list of programs and projects. The size of the list depends on the number of levels that you specify in the Max Level to Display field.

Project List - General

Field or Control	Description
Project Name	Displays all of the programs and projects that are part of this program in a hierarchical format.
Project	Display the project ID of the program or project as a link. Click a project ID to access the project General Information page of the Project General (PROJECT_GENERAL) component, where you can view or update details of the program or project.
Program	Indicates whether the project is a program. If the check box is selected, the project is a program. If the check box is deselected, the project is not a program.
Project Status	Displays the current project status.
Processing Status	Displays the current processing status. See Project and Processing Statuses.
Overall Health, Schedule Health, Budget Health, Resource Health, Issue Health, and Risk Health	Displays a visual indicator to determine the health rating for the project. You can hover your mouse over the icon to display the date that the health was last updated.
	Click the Link to Project Request icon to access the Project Request component. This option is valid only if the project or program is linked to a project request. Note: If you click the Link to Project Request icon for a project that was not directly generated from a project request, the system checks whether the project has a parent program with an associated project request. If a project request is found for the parent program, the system transfers you to that project request.

Project List - Details

This view displays fields that pertain to various elements of the program or project—percent complete, start and end dates, category, application, application area and actual and budget cost data.

Field or Control	Description
Percent Complete	Lists the project percent complete.
Start Date and End Date	Lists the start and end dates for the program or project.
Category	Lists the category for the program or project.
Application Area	Lists the application area for the program or project.
Application	Lists the application for the program or project.
Planned Cost Budget	Lists the cost budget for projects in pending processing status. The system selects the budget data from the Budget Summary table (PC_BUD_SUMMARY). The budget data that appears is data that is not yet finalized. This column is not summarized at the program level. Click an amount to access the Budget Detail page, where you can review the details for the budget amount.
Cost Budget	Lists the finalized cost budget for projects with active or inactive processing status. The system select the budget data from the Activity Summary table (PC_ACTIVITY_SUM). This column is summarized at the program level. Click an amount to access the Budget Detail page, where you can review the details for the budget amount.
Cost Actuals	Lists the project's actual cost. This data is selected from the PC_ACTIVITY_SUM table. This column is summarized at the program level.
Cost Variance	Displays the difference between the cost budget and cost actuals, which is calculated as `(Budget Cost)` – `(Actual Cost).`

Project List - Statistics

Field or Control	Description
Total Issues	Lists how many unresolved issues there are for the project. (Unresolved issues are issues where the resolution date is blank.) Click the amount to access the Issues search dialog page, where you can review project issues.
Critical Issues	Lists how many critical unresolved issues exist for the project.
Percent Critical	Lists the percentage of project issues that are critical.
Total Deliverables	Lists the total number of deliverables there are for the project.
Overdue Deliverables	Lists the number of project deliverables that are late.
Percent Overdue	Lists the percentage of deliverables that are late.
Total Risks	Lists the total number of risks that exist for the project.
No Action Plan Risk	Lists the number of project risks with no action plan.
Percent No Action	Lists the percentage of risks that have no action plan.
Project Manager	Displays the current program or project manager.

Go To

Field or Control	Description
Run Review Program Report	Click to transfer to the Review Program Report page, where you can enter parameters to run the Review Program Details Application Engine process (PGM_REVW_AE).
Program Budget Analysis	Click to transfer to the Program Budget Analysis page, where you can view the program budget compared with the rolled-up project budgets. Note: You must enable the PeopleSoft Analytic Calculation Engine to view the Program Budget Analysis page. See PeopleTools: Analytic Calculation Engine, “Managing Analytic Servers”, Configuring and Starting Analytic Servers.

Field or Control

Description

Run Review Program Report

Click to transfer to the Review Program Report page, where you can enter parameters to run the Review Program Details Application Engine process (PGM_REVW_AE).

Program Budget Analysis

Click to transfer to the Program Budget Analysis page, where you can view the program budget compared with the rolled-up project budgets.

Note: You must enable the PeopleSoft Analytic Calculation Engine to view the Program Budget Analysis page.

See PeopleTools: Analytic Calculation Engine, “Managing Analytic Servers”, Configuring and Starting Analytic Servers.

Use the Review Program Report page (RUN_PGM1000) to specify run control parameters to create report the Review Program report (PGM1000).

Navigation:

Program Management > Program Tools > Review Program. Click the Run Review Program Report link on the Review Program page.

Specify the report parameters and click Run to generate the report.

This report assists you in processing inquires that result in more than 50 programs or projects that meet the search criteria on the Review Program page. Because of the amount of processing time that could be required to return calculated information for more than 50 programs or projects, PeopleSoft Program Management delivers the Review Program Report. This report provides the same information as the Review Program page; however, it does so by using the PeopleSoft Process Scheduler to launch the Review Program Details Application Engine process (PGM_REVW_AE) and the Review Program report (PGM1000).

Use the View Enterprise Program Tree page (PGM_VIEW_EPT) to view a display-only version of the enterprise program tree for reference purposes.

Navigation:

Program Management > Program Tools > Review Program > View Enterprise Program Tree

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.

Use the Manager Workbench page (PC_MGR_WORKBENCH) to view a project summary and health data.

Navigation:

Program Management > Project Management > Manager Workbench

This page provides a summary of project data from various components in PeopleSoft Program Management and PeopleSoft Project Costing. The Manager Workbench provides project managers with an overview of their projects and enables them to navigate quickly to view details in either application.

Project Health

Field or Control	Description
Project Overall	Displays the visual indicator to identify the overall project health that is either manually entered on the project definition or calculated by the system as the weighted average of the health indicators of scorecard components.
Schedule, Budget, Resources, Issues, and Risks	Displays the visual indicator to identify the project attribute health that is either manually entered on the project definition or calculated by the system based on the health criteria that is established on the Program Management Options page. If no health criteria are established for the business unit in which this project resides, the health fields do not appear. See Program Management Options Page.
User Defined	Displays the visual indicator to determine good, fair, or poor health that you specify on the project definition.
As of Date	Displays the date that the project attribute health was last updated.
	Click to expand all of the sections on the page.
	Click to collapse all of the sections on the page.

Scorecard - Schedule

This scorecard displays detailed information regarding project schedule health. The system calculates these values using the Program Refresh Application Engine process (PGM_PROGRFSH) and stores the data in the Project Health table (PC_PROJHEALTH).

Field or Control	Description
Activity Overdue(%) (Activity Overdue Percent) activities overdue	Displays the percentage of overdue activities, which is calculated as `((Number of Overdue Activities)` ÷ `(Total Activities)` × 100.
Duration	The project duration, in days.
Percent Complete	The percentage of the project that is complete.

Scorecard - Budget

This scorecard displays detailed information regarding the budget for this project. The system calculates these values using the Program Refresh Application Engine process (PGM_PROGRFSH) and stores the data in the Project Health table (PC_PROJHEALTH). The system calculates budget health based on the budget alert criteria entered on the Budget Alerts page.

See Project Costing Options - Budget Alerts (business unit) Page.

Field or Control	Description
Cost Variance	Displays the difference between the budget amount and cost amount, which is calculated as `(Budget Cost)` – `(Actual Cost)` .
Variance Percent	Displays the variance percentage for the project calculated, which is calculated as `((Budget Cost)` − `(Actual Cost))` ÷ `(Budget Cost))` × 100.
Budget Amount	Displays the budget amount, which is calculated as the sum of all project transactions for the selected project, where the analysis type is in the project's budget analysis group (AN_GRP_ACTV_BUD).
Cost Amount	Displays the cost amount, which is calculated as the sum of all project transactions for the selected project, where the analysis type is in the project's cost analysis group (AN_GRP_TOT_COSTS).

Scorecard - Resources

This scorecard displays detailed information regarding project resources. The system calculates these values using the Program Refresh Application Engine process (PGM_PROGRFSH) and stores the data in the Project Health table (PC_PROJHEALTH).

Field or Control	Description
Overloaded(%) (overloaded percentage)	Displays the percentage of resources that have overbooked schedules, which is calculated as `((Number of Overloaded Resources)` ÷ `(Total Resources)` × 100.
Total	Displays the number of resources that have been assigned to this project.
Total Overloaded	Displays the number of resources that are assigned to this project and are overbooked.

Scorecard - Issues

This scorecard displays detailed information regarding project issues. The system calculates these values using the Program Refresh Application Engine process (PGM_PROGRFSH) and stores the data in the Project Health table (PC_PROJHEALTH).

Field or Control	Description
High Issues(%) (high issues percentage)	Displays the percentage of issues that are high priority, which is calculated as `((Number of High Priority Issues)` ÷ `(Total Number of Issues)` × 100.

Scorecard - Risks

This scorecard displays detailed information regarding project risks. The system calculates these values using the Program Refresh Application Engine process (PGM_PROGRFSH) and stores the data in the Project Health table (PC_PROJHEALTH).

Field or Control	Description
Risks without Action Plan(%) (risks without action plan percentage)	Displays the percent of risks that do not have an associated action plan, which is calculated as `((Number of Risks without an Action Plan)` ÷ `(Total Number of Risks)` × 100.

Milestones

Project milestones are key events in a project that have special significance. A milestone can be the completion of a major deliverable or the realization of an important approval. You define milestones in the Project Activity - Definition page. Use this section to view summary information for the activities that have been defined as milestones for this project.

Field or Control	Description
Activity	Displays the activity ID of the milestone activity as a link to the activity definition. Click the activity ID link to transfer to the Project Activity component, where you can view and update the activity definition.
Contract Impact	Indicates whether this milestone is associated with any contract lines. Values include: Yes or No. When the project milestone is referenced in any PeopleSoft Contract billing plan, revenue plan, or contract milestone, Yes appears in this field. Click the Yes link to access the Impacted Contract Details page in PeopleSoft Contracts.

Top 5 Issues

Use this section to view the top five unresolved issues sorted by priority—highest to lowest, and age—oldest to newest.

Field or Control	Description
Issue ID	Displays the issue ID as a link to the Issue page, where you can view or update issue data.
Issue Priority	Displays a color visual indicator to indicate the issue priority.
	Displays this symbol to indicate that this is a high priority issue.
	Displays this symbol to indicate that this is a medium priority issue.
	The system displays this symbol to indicate that this is a low priority issue.

Top 5 Risks

Use this section to view the top five risks sorted first by risk status, risk priority—highest to lowest, then priority number—lowest to highest. This data is specified on the Project Risk page.

Field or Control	Description
Risk Summary	Displays the risk summary as a link to the Project Risk page, where you can view or update risk information.
Activity	Displays the activity ID of the activity for which this risk is defined. The system displays the activity ID only if this is an activity risk.
Risk Status	Displays the status of the risk. The system only displays Active and Potential risks.
Risk Priority	Displays a color visual indicator to indicate the risk priority.
	Displays his symbol to indicate that this is a high priority risk.
	Displays this symbol to indicate that this is a medium priority risk.
	Displays this symbol to indicate that this is a low priority risk.
Priority Number	Displays the priority number that is defined on the Project Risk page.

Change Requests - 5 Most Recently Approved

Use this section to view a list of the five most recently approved project change requests. Click the Change Request ID link to transfer to the Change Request page.

Change Requests - 5 Oldest Unapproved

Use this section to view a list of the five oldest unapproved project change requests. Click on the Change Request ID link to transfer to the Change Request page.

Change Requests - Change Request Statistics

Use this section to view the number of approved and submitted change requests that have been entered for this project. The change requests are sorted by change request type.

Project Exceptions - Late Activities

Use this section to view a list of detail activities that are incomplete after the activity end date. Click the Activity ID link to transfer to the Activity Definitions - General Information page, where you can view and modify the activity schedule.

Project Exceptions - Unassigned Activities

Use this section to view a list of detail activities for which there are no assigned resources. Click the Activity ID link to transfer to the Project - Resources page, where you can view and edit the activity definition.

Project Exceptions - Upcoming Activities

Use this section to view a list of detail activities that are scheduled to begin within the next week. Click the Activity ID link to transfer to the Activity Definitions - General Information page, where you can view and edit the activity definition.

Project Exceptions - Overloaded Resources

Use this section to view a list of overloaded resources, as determined by the Calculate Warning Indicator Application Engine (PGM_SCH_EDIT). Click the Activity ID link to transfer to the Resources by Activity page, where you can view and edit resources that are assigned to an activity.

Project Exceptions - Activity/Assignment Conflicts

Use this section to view a list of resources that have activity assignments beyond their assignment schedule in PeopleSoft Resource Management.

Click the Activity ID link to transfer to the Activity Definitions - General Information page, where you can view and edit the activity definition.

Click the Assignment Details icon to transfer to the Resource Detail page (PC_PRL_SCHED), where you can review the assignment details. This section appears only if PeopleSoft Resource Management is installed.

Project Exceptions - Late Deliverables

Use this section to view a list of incomplete deliverables that are past their due date. Click the Deliverable ID link to transfer to the Deliverable Detail page, where you can view and update deliverable data.