Understanding Integration with PeopleSoft Project Portfolio Management

PeopleSoft Project Portfolio Management resides in the PeopleSoft Performance Measurement (EPM) database and is not required for implementing PeopleSoft Program Management. However, if you install PeopleSoft Project Portfolio Management, project requests must originate from the EPM database. The system uses application messaging to receive project request information from the EPM database. The system publishes project requests as XML messages. The main source records for project request data are:

  • BC_PROJ_REQUEST

  • BC_COST_EST

  • PGM_RELEASE

  • PGM_CATEGORY

  • PGM_APPLAREA

  • PGM_APPLICATION

PeopleSoft Project Portfolio Management performs these functions when it integrates with PeopleSoft Program Management:

  • Creates project requests and a high-level business case for the request.

  • Summarizes details for the business case.

  • Submits project requests for approval.

When PeopleSoft Program Management is installed, if you click a link to the project request component pages in the PeopleSoft Program Management application, the system transfers you from the PeopleSoft Financials database to the Project Request page in the EPM database.

The URL ID for the EPM database is delivered as system data. To modify it, access PeopleTools, and then Utilities, and then Administration, and then URLs and update the URL for the EPM_INTERFACE URL identifier. You need to set up single sign-on for a seamless link between the applications; otherwise, the system requires that you sign on to the EPM database before it displays the Project Request page.

See "Setting up Digital Certificates and Single Signon" in PeopleTools: Security Administration.

PeopleSoft Integration Broker

The system uses enterprise integration points (EIPs), also known as data publish and subscribe, across applications. EIPs simplify cross-product integration and automate data transport by providing a predefined structure of the data message among involved parties. You must use PeopleSoft Integration Broker to set up messages.

You should read the following documentation:

  • PeopleTools: PeopleSoft Integration Broker, "Understanding PeopleSoft Integration Broker".

  • PeopleTools: PeopleCode Developer's Guide, "working With File Attachments," Understanding File Attachment Architecture.