Understanding Project Managers

You can select project managers for projects, project templates, and programs. If you use PeopleSoft Expenses, you can control project costs by requiring the project manager to approve time and expense reports in Expenses. If you use PeopleSoft Program Management and PeopleSoft Resource Management, you can enable workflow to send resource assignments to the project manager for approval if another user adds resources to the project by using Resource Management. Additionally, you can enable workflow to send assignment schedule changes to the project manager for approval.

If you use PeopleSoft Program Management:

  • The system automatically assigns the project manager as the issue owner when issues are created for the project.

  • The system assigns the project manager as the issue owner if an issue is created for a project activity, and no activity owner exists.

  • The system automatically lists the project manager as an interested party on issues created for the project.

  • The project manager can modify a project without submitting a change request if you use change requests on the project.

You select project managers for projects and templates on the Project Definitions - Team Detail page if you use PeopleSoft Project Costing without PeopleSoft Program Management. You can designate any project team member as the project manager, regardless of the team member's project role. A project can have different project managers for different time periods, but the time periods cannot overlap. You can view current, previous, and future project managers in the Project Definitions - Manager page.

Program Managers

Some of the rules for defining project managers also apply to program managers. For example, you can assign different program managers for different time periods, but the time periods cannot overlap. Additionally, you can assign the program manager on the Project Definitions - Team Detail page.

However, some differences exist in the way that the system treats program managers and project managers:

  • You can enter and modify program managers on the Project Definitions - Manager page, as well as on the Resource Detail page.

  • You can select any employee as a program manager.

    Employee data is loaded into the Financial Management Solutions (FMS) database from the Human Capital Management (HCM) database by means of an application messaging process that uses the PERSON_BASIC_SYNC and PERSON_BASIC_FULLSYNC enterprise integration points (EIPs).

  • You can assign a manager to a program, and then change the program to a detail project.

    The system automatically adds the project manager to the project team. If multiple effective-dated project managers exist for the program when you change the program to a detail project, the system adds all of the project managers to the project team and selects the Project Manager check box for the current project manager on the Resources page.

You cannot change a project to a program after you assign a manager to the project.