Search Definitions and Privileges

This table lists the PeopleSoft search definitions defined for FSCM Application Dashboards, which are delivered with a PeopleSoft image. Use the appropriate search definition to build your indexes. Keep in mind that search definitions must be deployed before you can build the index.

PeopleSoft roles are created to grant view or edit access for PeopleSoft Insights dashboards. A permission list is not necessary to access these dashboards. Refer to the table below to see roles associated to each search definition. For more information about assigning privileges, refer to PeopleTools Search Technology; “Working with Insights Dashboards for PeopleSoft Application Data”, Specifying User Privileges.

Note:

Search definitions are used for component keyword search and dashboard analytics.

Product(s) Insights Dashboard(S) Search Definitions Used for Insights Dashboards Role(S) Assigned

All

Insights Catalog (Navigation Collection)

(all listed below)

EOIC Insights Catalog

Asset Management

PeopleSoft Asset Management: Asset Analytics Dashboard

PeopleSoft Asset Management: Year-Over-Year Asset Analytics Dashboard

EP_AM_METRIC_KIB

Insights AM Edit Privilege

Insights AM View Privilege

Commitment Control

PeopleSoft Commitment Control: Analyzing Commitment Control Using PeopleSoft Insights

EP_GL_KK_ACTIVITY_LOG_KIB

Insights GL Edit Privilege

Insights GL View Privilege

Contracts

PeopleSoft Contracts: Contract Analytics Dashboard

EP_CA_HDR_KIB

Insights CA Edit Privilege

Insights CA View Privilege

Expenses

PeopleSoft Expenses: Travel Policy Violations Dashboard

EP_EX_SRCH_RISK_EXCP_KIB

Insights EX Edit Privilege

Insights EX View Privilege

Expenses

PeopleSoft Expenses: My Proxy Expense Activity Dashboard

EP_EX_SRCH_EMP_EXCP_KIB

Insights EX Edit Privilege

Insights EX View Privilege

Expenses

PeopleSoft Expenses: Performance & Operations Dashboard

EP_EX_SRCH_PERF_OPR_KIB

Insights EX Edit Privilege

Insights EX View Privilege

Expenses

PeopleSoft Expenses: Expense Administrator Insights Dashboard

EP_EX_SRCH_CA_OVERDUE_WC_INSGT

EP_EX_SRCH_OTRANS_INEMP_WC_INSGT

EP_EX_SRCH_NON_REIMBEXP_WC_INSGT

EP_EX_SRCH_ONHOLD_PEND_WC_INSGT

EX_FLUID_ADMIN

General Ledger

PeopleSoft General Ledger: Financial Performance Analysis Dashboard

EP_GL_LEDGER_KIB

Insights GL Edit Privilege

Insights GL View Privilege

General Ledger

PeopleSoft General Ledger: Financial Position Trending Dashboard

PeopleSoft General Ledger: GL Operational Insights Dashboard

EP_GL_JOURNAL_KIB

Insights GL Edit Privilege

Insights GL View Privilege

General Ledger

PeopleSoft General Ledger: My Budget Dashboard

PeopleSoft General Ledger: Controller's Key Metrics Dashboard

EP_GL_ACT_BUDG_LEDG_KIB

Insights GL Edit Privilege

Insights GL View Privilege

Maintenance Management

PeopleSoft Maintenance Management: Work Order Labor Assignments Dashboard

PeopleSoft Maintenance Management: Work Order Asset Maintenance History Dashboard

EP_WM_WO_RESOURCES_KIB

Insights MM Edit Privilege

Insights MM View Privilege

Payables

PeopleSoft Payables: Early Detection and Monitoring Dashboard

PeopleSoft Payables: Trend Analysis Dashboard

EP_AP_VOUCHERS

Insights AP Edit Privilege

Insights AP View Privilege

Payables

PeopleSoft Payables: AP Payment Metrics Dashboard

EP_AP_PAYMENTS_KIB

Insights AP Edit Privilege

Insights AP View Privilege

Payables

PeopleSoft Payables: AP Match Exception Insights

EP_AP_MTCHEX_MECC_OSD

EP_AP_MTCHEX_VCHR_OSD

Insights AP Edit Privilege

Insights AP View Privilege

Purchasing

PeopleSoft Purchasing: Procurement Contracts Dashboard

EP_PO_CONTRACT_KIB

Insights PO Edit Privilege

Insights PO View Privilege

Purchasing

PeopleSoft Purchasing: Purchasing Effectiveness Dashboard

PeopleSoft Purchasing: Purchasing Operations Dashboard

EP_PO_RECEIPTS_KIB

Insights PO Edit Privilege

Insights PO View Privilege

Purchasing

PeopleSoft Purchasing: Supplier Activity Analytics Insights

EP_PO_POA_KIB

Insights PO Edit Privilege

Insights PO View Privilege

Receivables

PeopleSoft Receivables: AR Collections Analysis Dashboard

PeopleSoft Receivables: Collector Performance Dashboard

EP_AR_ITEM_ACT_COLL_KIB

Insights AR Edit Privilege

Insights AR View Privilege

Receivables

PeopleSoft Receivables: Collector Dashboard

PeopleSoft Receivables: Collections Manager Dashboard

EP_AR_CUST_AGING_KIB

EP_AR_CUST_HIST_KIB

Insights AR Edit Privilege

Insights AR View Privilege

Billing

PeopleSoft Billing: Billing Operations Dashboard

PeopleSoft Billing: Billing Analysis Dashboard

EP_BI_HDR_KIB

Insights BI Edit Privilege

Insights BI View Privilege

Project Costing

PeopleSoft Project Costing: Project Cost Analytics Dashboard

PeopleSoft Project Costing: Project Billing Analytics Dashboard

PeopleSoft Project Costing: Project Revenue Analytics Dashboard

PeopleSoft Project Costing: Year-Over-Year Project Analytics Dashboard

EP_PC_PROJ_RES_KIB

Insights PC Edit Privilege

Insights PC View Privilege

Inventory

PeopleSoft Inventory: Item Lots Approaching Expiration Date Dashboard

PeopleSoft Inventory: Non-Viable Item Lot Analysis Dashboard

EP_IN_ONHAND_KIB

Insights IN Edit Privilege

Insights IN View Privilege

Inventory

PeopleSoft Inventory: Par Location Dashboard

PeopleSoft Inventory: Par Location Activity

EP_IN_PARLOC_INS_FL

EP_IN_PARCNT_INS_FL

Insights IN Edit Privilege

Insights IN View Privilege

Grants

PeopleSoft Grants: Cost Reimbursable Award Financials Dashboard

EP_CA_GM_PROJRES_INSIGHT

Insights GM Edit Privilege

Insights GM View Privilege

Grants

PeopleSoft Grants: Award Portal Dashboard

EP_CA_GM_PROJRES_INSIGHT

EP_GM_AWD_INS

EP_GM_AWD_MILE_INS

EP_GM_AWD_MOD_INS

EP_GM_PROPOSAL_INS

Insights GM Edit Privilege

Insights GM View Privilege

Lease Administration

PeopleSoft Lease Administration: Lease Payment Insights Dashboard

PeopleSoft Lease Administration: Lease Payment Forecast Dashboard

EP_RE_PAYMENT_INS

Insights LA Edit Privilege

Insights LA View Privilege

Supplier Contract Management

PeopleSoft Supplier Contract Management: Supplier Contract Insights Dashboard

PTSF_KIBANA_COMP

Insights CS Edit Privilege

Insights CS View Privilege