Setting Up the PeopleSoft Fluid User Interface for Project Management

Pages Used to Set Up the PeopleSoft Fluid User Interface for Project Management

Page Name	Definition Name	Usage
Reporting Options - Reporting Groups Page	PC_PM_RPT_SETUP	Use this page to determine how charts are displayed for Project Profit Margin, Contract Profit Margin, and Unbilled Cost WIP (work in progress).
Reporting Options - Timesheet Periods Page	PC_PM_RPT_SETUP2	Use this page to determine the number of prior periods to use when the Project Timesheets Due page is displayed.
My Preferences - Project Team Resources Page	PC_MYPREF_FL	Determine whether to include project team resources that have a completed status on PeopleSoft Fluid pages.
My Preferences - Project Timesheets Due Page	PC_MYPREF_FL	Determine the number of timesheet periods to view.
My Preferences - Report Business Unit Page	PC_MYPREF_FL	Determine the reporting business unit.
My Preferences - Resource Locator Page	PC_MYPREF_FL	Determine search preferences when using the resource locator.
My Preferences - Status Reports Page	PC_MYPREF_FL	Determine the number of past weeks to display when viewing status reports.

See Project Management with the PeopleSoft Fluid User Interface .

Travel Authorizations Tile

The Travel Authorization tile can be placed on any homepage and alerts you to the total number of requests that have not been submitted.

This example illustrates the Travel Authorizations Tile.

Reporting Options - Reporting Groups Page

Use the Reporting Options - Reporting Groups page (PC_PM_RPT_SETUP) to determine how charts are displayed for Project Profit Margin, Contract Profit Margin, and Unbilled Cost WIP (work in progress).

Navigation:

Set Up Financials/Supply Chain, and then Product Related, and then Project Costing, and then General Options, and then Setup PC Reporting Options

This example illustrates the fields and controls on the Reporting Options - Reporting Groups page.

Use this page to determine group names and ranges that appear on the Project Profit Margin (pivot) Page, Contract Profit Margin (pivot) Page, and the Project Unbilled Cost WIP (pivot) Page. You can create zero to five ranges.

Field or Control	Description
Group Name	Enter text that appears for each bar of the Gantt chart for the page.
From Percent, To Percent, From Days, and To Days	Enter a range that defines the range for the group name. Note: Be sure to not overlap ranges.
Grouping	Displays % (percent) or Days on the page, depending on which section you are in.

Reporting Options - Timesheet Periods Page

Use the Reporting Options - Timesheet Periods page (PC_PM_RPT_SETUP2) to determine the number of prior periods to use when the Project Timesheets Due page is displayed.

Navigation:

Set Up Financials/Supply Chain, and then Product Related, and then Project Costing, and then General Options, and then Setup PC Reporting Options, and then Timesheet Periods

This example illustrates the fields and controls on the Reporting Options - Timesheet Periods page.

Field or Control	Description
Time Report Periods to View	Enter the number of prior periods to display when viewing the Project Timesheets Due (pivot) Page. The periods are determined by the Time Report Period field of the PeopleSoft Expenses: Expenses Definition - Business Unit 2 Page for PeopleSoft Expenses. This default value can be overridden on the My Preferences - Project Timesheets Due Page.

My Preferences - Project Team Resources Page

Use the My Preferences - Project Team Resources page (PC_MYPREF_FL) to determine whether to include project team resources that have a completed status on PeopleSoft Fluid pages.

Navigation:

Fluid Home, and then Employee Self Service, and then My Preferences, and then Project Management, and then Project Team Resources

This example illustrates the fields and controls on the My Preferences - Project Team Resources page.

Field or Control	Description
Exclude Completed Status	Select to exclude resources that have a Completed status on the project team. The system automatically excludes resources that have a Rejected and Cancelled status.

My Preferences - Project Timesheets Due Page

Use the My Preferences - Project Timesheets Due page (PC_MYPREF_FL) to determine the number of timesheet periods to view when viewing time reports.

Navigation:

Fluid Home, and then Employee Self Service, and then My Preferences, and then Project Management, and then Project Timesheets Due

This example illustrates the fields and controls on the My Preferences - Project Timesheets Due page.

Field or Control	Description
Time Report Periods to View	Enter the number of prior timesheet periods to consider when viewing the Project Timesheets Due (pivot) Page.

My Preferences - Report Business Unit Page

Use the My Preferences - Report Business Unit page (PC_MYPREF_FL) to determine the reporting business unit.

Navigation:

Fluid Home, and then Employee Self Service, and then My Preferences, and then Project Management, and then Report Business Units

This example illustrates the fields and controls on the My Preferences - Report Business Unit page.

Field or Control	Description
Report Business Unit	Select the business unit that you want to use when viewing the Project Financials (pivot) Page and the Project Unbilled Cost WIP (pivot) Page.
Currency Code	Displays the currency code of the business unit entered.

My Preferences - Resource Locator Page

Use the My Preferences - Resource Locator page (PC_MYPREF_FL) to determine search parameters when using the resource locator.

Navigation:

Fluid Home, and then Employee Self Service, and then My Preferences, and then Project Management, and then Resource Locator

This example illustrates the fields and controls on the My Preferences - Resource Locator page.

Enter a value that is used by the system when searching for resources. Values for the drop down list boxes are:

This example illustrates the options when clicking on the drop down menu option for Availability Importance, Qualifications Importance, and Preferences Importance:

Use this page to change PeopleSoft Resource Management defaults that are initially entered on the PeopleSoft Resource Management: Express Search Page.

Field or Control	Description
Availability Importance, Qualifications Importance, and Preferences Importance	Assign the relative priorities to the Availability, Preferences, and Qualifications factor family fit scores for this search session.
Maximum Number of Candidates	Enter a number that determines the number of rows that appear when performing a resource search on the Resource Locator Page. The initial default value is 5. Once you change the value, your most recent selection persists. The maximum value for this field is 50.

My Preferences - Status Reports Page

Use the My Preferences - Status Reports page (PC_MYPREF_FL ) to determine your preference when viewing status reports.

Navigation:

Fluid Home, and then Employee Self Service, and then My Preferences, and then Project Management, and then Status Reports

This example illustrates the fields and controls on the My Preferences - Status Reports page.

Field or Control	Description
Number of Past Weeks to Display	Enter a number that determines how many weeks, in the past, that the system should display when viewing the Project Status Reports Page (pivot) and the Project Status Reports Page.