Chapter2
UsingPeopleSoftProjectPortfolioManagement
Project Request page
Busines
sSponsor
Businesssponsoringtheproject.
RequestingDept
Departmententeringtherequest.Thismaybeeitherthedepartmentthat
willbenefitoradepartmentthatisdesignatedtoenterrequests.
Requester
Individualenteringtherequest,oronwhosebehalfitisentered.Thisvalues
defaultstotheusernameoftheusersignedintothesystem.
RequesterPriority
Importanceofthecurrentprojecttotherequester,basedonascale.
DesiredFinishDate
ClicktheChooseadatebuttontoselectthedateyouwould
liketheprojecttobecompleted.
InvestmentType
Selectaninvestmenttypefromthevaluesinthedropdownlist.
Project-OwningDept
Selectadepartmentthatwillbeprimarilyresponsiblefortheproject.
ProjectOwner
Selectanindividualwhowillbeprimarilyresponsiblefortheproject.
RequestStatus
Pending
Theprojectrequestholdsthisstatusuntilitissubmittedby
clickingtheSubmitbutton.
Canceled
Selectthistocanceltheprojectrequest.Ifithasbeencanceledelsewhere
thisvaluewilldefaultwhenthecanceledprojectrequestisopened.
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UsingPeopleSoftProjectPortfolioManagement
Chapter2
KBOSupport
Thevalueforthisfieldispopulatedbasedonthedeliveredportfolio
(KBO-RelativeWeightingMatrix). Youmustselecttousethis
portfolioinorderfortheKPItofunction.
Risk
Thevalueforthisfieldispopulatedbasedonthedeliveredportfolio
(Risk-RelativeWeightingMatrix). Youmustselecttousethis
portfolioinorderfortheKPItofunction.
Submit
ClicktheSubmitbuttontosubmittheprojectrequestforcosting.
Afterthebuttonisclicked,thestatusoftheprojectrequestchanges
toSubmitted,andthebuttonisunavailable.
BenefitTerm
Entertheamountoftimeduringwhichtheprojectwillproducebenefits.
BenefitBegin
Enterthedatewhenthebenefitsoftheprojectareexpectedtobegin.
EstimatedCost
ClickthehyperlinkedmonetaryamounttoaccesstheDeptSummary
page. TheamountdefaultsfromthetotalentriesontheDeptDetails
pageforeachdepartment. Thisprovidesarunningtotal,including
amountsfordepartmentswithoutcostingcompleted. Itrepresentsthe
totalofcapitalizedcostsandexpensedcosts.
FundingNeeded
EntertheamountthattheProject-OwningDepartmentwillneed
fromthetotalEstimatedCosttoimplementtheproject. Thisfield
isnotlinkedtoapreconfiguredKPI.
BaselineStart/FinishDate
ClicktheChooseadatebuttontoselectbaselinedatesforprojecttostart
andfinish. ThisisusuallyenteredbytheProjectOwner.
MaintenanceCost
Enterthemonetaryamountneededtomaintaintheproject. This
fieldislinkedtoapreconfiguredKPI.
SeePeopleSoft8.8EnterpriseScorecardPeopleBook,“SettingUpPortfolios”.
AssociatingPortfoliosWithProjectRequests
AccesstheProjectRequest—Portfoliospage.
10
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Chapter2
UsingPeopleSoftProjectPortfolioManagement
Project Request— Portfoliospage
Toassociateoneormoreportfolioswiththeprojectrequest:
1. ClicktheAssociatetoaPortfoliolinktoselectaportfolioandaccesstheObject
Selectionpagefortheselectedportfolio.
2. AddarowtotheobjectsontheObjectSelectionpageandselecttheprojectrequest.
3. ClickViewPortfoliotoviewtheportfoliothenclickOKtoreturntotheProjectRequest—Portfoliospage.
SeePeopleSoft8.8EnterpriseScorecardPeopleBook,“SettingUpPortfolios”.
AddingAttributestoaProjectRequest
Youcanaddattributestoaprojectrequest.ThisenablesyoutocaptureattributesyouwanttouseinKPIs.
ToaddattributestoaprojectrequestaccesstheProjectRequests—Attributespage.
AddingAttachmentstoaProjectRequest
AccesstheProjectRequest—Attachmentspage.
ClicktheAddAttachmentbuttontobrowseforanduploadafile.
ClicktheDeleteAttachmentbuttontoremoveanattachedfile.
ClicktheViewAttachmentbuttontodownloadandviewtheattachmentina
newwindow.Iftheattachmentisamediafile,clickingthebuttonwillopenthe
appropriatemediaplayer(ifavailable)andplaytheattachmentautomatically.
AssigningCostingDepartmentstoaProjectRequest
AccesstheProjectRequest—DeptSummarypage.
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UsingPeopleSoftProjectPortfolioManagement
Chapter2
ProjectRequest —Dept(Department)Summarypage
Department
Selectfromthevalidvaluestoassociateadepartmentwiththeprojectrequest.
ValidvaluesaredepartmentsintheBusinessUnitfortheprojectrequest.
Amount
ThisamountdefaultsfromentriesmadeontheProjectRequest—Dept
Detailpageandrepresentasumperdepartment.
ClicktheCostingDetailsbuttontoaccesstheProjectRequest
—DeptDetailspage,whereyoucanadd/modifydetailedcosting
informationforthedepartmentinthisrow.
ClicktheDepartmentbuttontoaccesstheProjectRequest—DeptDetails
page,whereyoucanviewinformationforallprojectrequeststhatare
associatedwiththedepartmentforcostingpurposes.
Completed
Selectthecheckboxwhencostingforthedepartmenthasbeencompleted.
CompletionDate
DatethatthelastcostingchangewasmadeontheProject
Requests—DeptDetailspage.
CompletedID
UserIDfortheuserwhoselectedtheCompletedcheckboxforthedepartment.
AddingCostingDetailstoaProjectRequest
AccesstheProjectRequests—DeptDetailspage.
ProjectRequests— Dept t Detailspage
12
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Chapter2
UsingPeopleSoftProjectPortfolioManagement
Account
ClicktoselectanAccount.
Amount
Enteramonetaryamount.
Capitalize
SelecttheCapitalizecheckboxtoindicatethatthelineitemisacapital
expense.Thisfunctionalityisprovidedforreviewandreportingpurposesonly.
ClicktheCommentsbuttontoaccesstheCommentspage,whereyoucan
addcommentstoalineiteminthecostingdetailsforadepartment.
UpdateAmount
ClicktheUpdateAmountbuttontototalamountsinallrowsonthis
pageandtransferthetotaltotheAmountfieldforthisdepartmenton
theProjectRequests—DeptSummarypage.
AssigningProjectDependenciestoaProjectRequest
Usethispagetorecordprojectsthataredependantonthecurrentprojectrequest. Ifother
projectrequestshavethecurrentprojectrequestlistedonthispage,theywilldisplayinthe
gridlabeledProjectsdependantuponthisproject.
ClicktheCommentsbuttontoaccesstheDependencycommentspage,
whereyoucanaddcommentstothispage.
AddingMilestonestoaProjectRequest
AccesstheProjectRequest—Milestonespage.
OwnerID
IndicatestheownerbyIDofthemilestone.
MilestoneStatus
Selectthecheckboxtoindicatethatthemilestonehasbeenreached.
ApprovingProjectRequests
Onceaprojectrequestissubmittedandcostinghasbeencompleted,itcanbeconsideredfor
approval. ApproverscanusethecontrolsontheViewProjectRequestspagetochangethestatus,
theapprover,investmenttype,project-owningdepartmentandprojectowner.
Pages Used
Page Name
Object Name
Navigation
Usage
ViewProjectRequests
BC_PRJREQST_LIST
ProjectPortfolio
Management,ViewProject
Requests
Selectprojectrequestsusing
thefilters,viewandedit
projectrequestinformation,
andchangethestatusofthe
projectrequest.
Comments
BC_PRJ_COMMENT_SEC
Clickthe
Comment
buttonontheViewProject
Requestspage.
Addcommentstoaproject
request,changestatusand
approverpriority.
PeopleSoftProprietaryandConfidential
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UsingPeopleSoftProjectPortfolioManagement
Chapter2
EditingandApprovingProjectRequests
AccesstheViewProjectRequestspage.
View Project Requests s page
BusinessUnit
Selectabusinessunittosearchforprojectrequestswiththatbusinessunit.
PortfolioID
SelectaPortfolioIDfromthedropdownlisttochoosean
associatedportfoliotoview.
ViewPortfolio
ClicktoaccessthePortfolioKPIAnalysispagefortheportfolio
listedinthePortfolioIDfield.
RequestInfo
ProjectID
ClickthehyperlinkedProjectIDtoaccesstheProjectRequest
pagesfortheprojectrequestinthisrow.
RequestStatus
Selectoneofthestatusvaluesinthedropdownlist. Whenthepageis
savedthestatusdisplaysontheProjectRequestpage.
Approved
Theprojectrequestisapprovedandprojectdatacanbepublished
toPeopleSoftProjects.
Cancelled
Theprojectrequestiscanceledbutstillexists. Itcanbeopenedinthe
ProjectRequestcomponentandresubmitted.
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Chapter2
UsingPeopleSoftProjectPortfolioManagement
Complete
Costinghasbeencompleted.ThisstatusistypicallysetbythePMO.
Costing
Theprojectrequestisreadyforthecostingprocess.
Declined
Theprojectrequestisnotapproved.
Hold
Theprojectrequestisonhold.
Pending
Theprojectrequesthasnotbeensubmitted.Aprojectrequestthathasnever
beensubmittedwillnotdisplayonthispage. Ifthestatusischangedto
Pendingonthispage,theprojectrequestwillbeeditableontheProject
Requestpageafterthechangedstatusissaved. Itwillnotdisplayagain
onthispageuntilithasbeensubmittedagain.
Returned
Theprojectrequestisbeingreturned.Thismaybesothattherequester
canedittherequestandresubmitit. Whenthestatusissaved,theproject
requestisonceagaineditableontheProjectRequestpage.
Submitted
TheinitialstatusaftertheprojectrequestissubmittedontheProject
Requestpage. Ifthisstatusissaved,theprojectrequestwillnot
beeditableontheProjectRequestpage.
Approval Info
ApproverPriority
Importanceofthecurrentprojectrequesttotheapprover.
InvestmentType
Selectaninvestmenttypefromthedropdownlist. Theinitialvalue
defaultsfromtheProjectRequestpage.
Project-Owning
Department
Selectadepartmentnumber.
ProjectOwner
Selectaprojectowner.TheinitialvaluedefaultsfromtheProjectRequestpage.
Integration
PCBusinessUnit/
Integration
Selectthebusinessunitforintegration. Bothofthesefieldsarerequired
forintegrationwithPeopleSoftProjects.
PublishingProjectRequests
Thissectiondescribeshowapprovedprojectrequestdatacanbepublished. Projectrequestdata
canbeusedtocreateactualprojectsandthatdatacanlaterbereturnedtothePeopleSoftEnterprise
Warehouse,tobeevaluatedagainwiththepreconfiguredKPIs. Theprojectrequestdataispublished
fromtheBC_PROJ_REQUESTtableforthefollowingfields:
• BUSINESS_UNIT_PC
• PROJECT_ID
• INTEGRATION_TMPL
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UsingPeopleSoftProjectPortfolioManagement
Chapter2
• DESCR
• BASELINE_START_DT
• BASELINE_FINISH_DT
• BUSINESS_UNIT
Note. Important!ThefollowingEIPs(EnterpriseIntegrationPoints)areusedtopublishapprovedproject
request:MessageName:BC_PROJ_REQUESTMessageChannel:BC_PRJREQPUB_CHANNEL.
See Also
PeopleTools8.4xPeopleBook: ReportingandAnalysisTools
PageUsedtoPublishProjectRequests
Page Name
Object Name
Navigation
Usage
RunJobstream
RUN_BC_PROJPUBL
RunProjectPublish,Run
Jobstream
RuntheProjectRequest
PublishEngine;
BC_PROJ_PUBLtopublish
approvedprojectrequests.
IntegratingProjectsDataintoProjectsPortfolioManagement
Thissectionexplainshowtointegrateandusedatafromtheprojectstransactionsystem.Theintegration
processusesadestructiveload. Userswilltypicallywanttoruntheintegrationprocessonaweekly
ormonthlybasis. Dataintegrationisaccomplishedbythefollowingsteps:
1. UsetheETL(extract,transform,andload)processtomoveoperationaldataintotheODS
(OperationalDataStore). Thedeliveredmapsaresetforthinthetablebelow.
2. UsetheDataLoadertomovethedatafromtheODSintotheDataWarehouse. . (TheODSand
DataWarehousearecontainedwithinPeopleSoftEnterpriseWarehouse.)
ThetablebelowliststheDataLoader,ETLmaps, ETLmapfunctionusedto
integratewithPeopleSoftProjects.
Data Loader Maps
ETLMap
ETLMapFunction
PROJECT_D00
FDM84_84_PROJECT
Loadsprojectinformationfrom
sourcetoODS.
PROJ_RESRC_F00
FDM84_84_PROJ_RESOURCE
Loadsprojectresource
informationfromsourceto
ODS.
OnceprojectsdataisloadedtotheODSyoumustusetheDataLoadermapstoloadtheData
Warehousetables. DatathatispassedtotheDataWarehouseviatheDataLoaderprocess
includes: budgettodate,budgettotal,actualstodate,actualstotal.
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Chapter2
UsingPeopleSoftProjectPortfolioManagement
SeePeopleSoft8.8EnterpriseWarehousePeopleBook,“UnderstandingLoadingData
intotheEnterpriseWarehouse”.
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Chapter2
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