Audience :

  • Functional Implementers
  • Project Team Members
  • Business Analysts
  • Consultants

Topics :

  • Business Process Overview
  • Set Up the PeopleSoft Project Costing Operational Structure
  • Define a Project
  • Define Project Activities
  • Define Project Transactions
  • Assign Project Teams
  • Create Projects with Copy Project and Project Templates
  • Use Project Trees
  • Define Project Costing Security
  • Set Up Project Budgets
  • Prepare to Price Project Costs
  • Define Accounting for Projects
  • Generate Accounting Entries
  • Track Time and Expenses from PeopleSoft Expenses
  • Track Time from PeopleSoft Time and Labor
  • Procure Project Materials
  • Capture Transactions from the General Ledger
  • Analyze Projects
  • Report on Projects
  • Adjust Project Data
  • Allocate Project Costs
  • Integrate with PeopleSoft Asset Management
  • Express Capitalization Process
  • Use the Manual Asset Capitalization Process
  • Retire Assets
  • Funds Distribution
  • Summarize and Archive Project Data
  • Delete Project Data
  • Projects WorkCenter
  • Appendix: Organizational Sharing

Objectives :

  • Set up PeopleSoft Enterprise FMS foundation tables and project costing
  • Define projects and activities
  • Assign project teams
  • Define project trees
  • Set up project costing security
  • Set up and define project budgets
  • Price project cost transactions
  • Set up project accounting
  • Track costs from other PeopleSoft applications, like Travel and Expense, and Payables
  • Analyze projects
  • Generate project reports
  • Generate project billing
  • Use projects to capitalize assets
  • Use projects to retire assets
  • Use projects to support maintenance management and asset capitalization