PeopleSoft - Course Details

PCR9 Project Costing Rel 9

PeopleSoft Course Description:
n addition to the functionality provided within the Project Costing application, learn how to set up and execute Project Costing integration with other PeopleSoft Applications to track project, such as Travel and Expense, Payables, Inventory and Maintenance Management. Set up and capitalize assets. Learn how to price cost transactions, generate billing transactions, and prepare to integrate with PeopleSoft Contracts.
PeopleSoft Course Duration:
5 Days Training
PeopleSoft Course Target Audience:
Business Analysts,Functional Implementer
PeopleSoft Course Prerequisite:
Understanding of basic navigation and PeopleSoft concepts,Use of control tables to enforce business rules,Able to run processes and reports
Course Content:
Defining Projects
  • Identifying the Methods for Adding a New Project
  • Adding Project Activities and Defining the Work Breakdown Structure
  • Identifying the Sources of Project Transactions
  • Describing the Information Stored in Project Transactions
Assigning Project Teams
  • Identifying the Features Associated with Project and Activity Teams
  • Describing Project Role Functions
  • Defining a Project Team
  • Defining an Activity Team
  • Describing Eligibility for Charging Time and Expenses to a Project
Using Project Trees
  • Explaining the Use of Trees in Project Costing
  • Creating Project Trees Using the Tree Manager
  • Adding Projects to Trees from a Project
Defining Project Costing Security
  • Defining Role-based Security
  • Controlling Access to Projects Using Security Options
  • Controlling Analysis Group Access on a Project.
Setting Up Project Budgets
  • Identifying the Options for Creating Project Budgets
  • Explaining the Features of Project Budgeting
  • Setting Up Project Budgeting
  • Defining Budget Plans
  • Defining Budget Details
  • Distributing Budget Details
  • Finalizing a Budget
  • Adjusting a Budget
Preparing to Price Project Costs
  • Describing the Pricing Process
  • Defining Resource Rates
  • Defining Rate Sets
  • Defining Rate Plans
  • Describing the Use of Tiered Pricing
  • Identifying the Options for Applying Rates to Project Transactions
  • Setting up Manager Transaction Review
  • Discussing the Functions of the Pricing Engine
Defining Accounting for Projects
  • Describing the Accounting for Projects Model
  • Setting Up Organizations for Accounting
  • Describing Organizational Sharing Functionality
  • Defining Accounting Rules
Tracking Time and Expenses from PeopleSoft Expenses
  • Identifying the Options for Integrating Employee Time and Expense Information to Project Costing
  • Describing PeopleSoft Expenses Integration with Project Costing
  • Describing Approval Options for Project Time and Expense Transactions
  • Integrating Expense Reports from PeopleSoft Expenses
  • Integrating Time Reports from PeopleSoft Expenses
  • Running the Expenses to Project Costing Integration Process
  • Explaining the Integration of PeopleSoft Services Procurement Data
Tracking Time and Labor from PeopleSoft Time and Labor
  • Describing the Integration of Project Costing with Time and Labor
  • Setting up Project Costing Time and Labor Options
  • Running the Time and Labor Integration Process
Procuring Project Materials
  • Explaining the Procurement Integration Process
  • Integrating Requisition Information with Project Costing
  • Integrating Purchase Order Information to Project Costing
  • Reconciling Requisitions and Commitments
  • Integrating Payable Information with Project Costing
  • Reconciling Purchase Orders with Payables
  • Explaining the Integration of PeopleSoft Inventory Data
Capturing Transactions from the General Ledger
  • Adding Project Information to Journal Entries
  • Creating Project Transactions from Journal Entries
 
Analyzing Projects
  • Describing the Project Valuation Inquiry
  • Describing the Transactions in Progress Real Time Inquiries
  • Discussing the Budget vs. Actual Real Time Inquiry
  • Describing the Use of Transactions Summaries by Project
  • Describing the Use of Activity Team Inquiries
  • Describing the Use of Analysis Groups for Reporting
  • Describing the Use of Flexible Analysis Drill Down
Reporting on Projects
  • Explaining Reporting Options
  • Populating the Reporting Options Table
  • Generating Reports Using Reporting Options
  • Create Query Reports Using the Reporting Options Table
Adjusting Project Data
  • Describing the Transaction Adjustment Process
  • Adjusting Transactions
Allocating Project Costs
  • Describing the Purpose and Options for Allocations
  • Describe the Types of Allocations
  • Defining an Allocation Step
  • Generating Allocations
  • Reviewing an Allocation
Generating Accounting Entries
  • Generating Accounting Entries
  • Creating Journal Entries
Integrating with PeopleSoft Asset Management
  • Setting Up Basic Asset Integration Options
  • Describing Maintenance Management Integration with Project Costing and Asset Management
  • Creating a Project Managed Work Order
  • Accumulating Costs for a Work Order
Using the Express Capitalization Process
  • Setting Up Express Capitalization
  • Defining the Express Asset page for Each Capitalization Rule/ Integration Trigger Permutation
  • Using the Manual Capitalization Review Page
  • Running the Express Capitalization Process
Using the Manual Capitalization Process
  • Assigning Transactions to an Asset
  • Updating Assets with Project Costs
  • Reviewing Summarized Asset Costs
  • Viewing Asset Data in Asset Management
  • Describing Asset Reversals
Retiring Assets
  • Describing Manual Asset Retirement
  • Describing Asset Retirement for Work Order Assets
Summarizing and Archiving Project Data
  • Describing the Process for Summarizing Project Data
  • Describing the Process for Archiving Project Data
Deleting Project Data
  • Describing the Process for Deleting Project Data
  • Identifying the Records Deleted in the Project Delete Process