PeopleSoft Project Costing Training Rel 9.1

PeopleSoft Project Costing Training Rel 9.1


PeopleSoft Project Costing Training Rel 9.1 Course Description

The PeopleSoft Project Costing Training Rel 9.1 course covers the features, functions and processes supported by PeopleSoft Project Costing. With PeopleSoft Project Costing Training Rel 9.1, you will also learn how to use project data to support budgeting, staffing, and analysis of project activity. Learn how to allocate transaction costs from the general ledger to projects, or between projects.

In 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 projects, such as Travel and Expense, Payables, and Expenses. Set up and capitalize assets. Learn how to price cost transactions, generate billing transactions, and prepare to integrate with PeopleSoft Contracts.

PeopleSoft Project Costing Training Rel 9.1Related Courses:

Duration: 5 days


Understanding of basic navigation and PeopleSoft concepts
Use of control tables to enforce business rules
Able to run processes and reports

Customize It:

With onsite Training, courses can be scheduled on a date that is convenient for you, and because they can be scheduled at your location, you don’t incur travel costs and students won’t be away from home. Onsite classes can also be tailored to meet your needs. You might shorten a 5-day class into a 3-day class, or combine portions of several related courses into a single course, or have the instructor vary the emphasis of topics depending on your staff’s and site’s requirements.

Audience / Target Group:

Business Analysts
Functional Implementer

What You Will Learn:

Set up and maintain projects
Set up and capitalize assets
Work with budgeting and project team staffing
Integrate the Project Costing module with other PeopleSoft applications

Skills Gained:

Set up your operational structure
Define projects, activities, and transactions
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 and generate accounting entries
Track costs from other PeopleSoft applications such as Time and Labor, Expenses, and Purchasing
Analyze and adjust projects
Generate reports
Use projects to capitalize and retire assets
Compress, archive, and delete project data

Course Content:

Defining Projects, Activities, and Transactions

Adding New Projects
Adding Project Activities and Defining the Work Breakdown Structure
Identifying the Sources of Project Transactions
Describing the Information Stored in Project Transactions
Adding Project Transactions

Assigning Project Teams

Identifying the Features Associated with Project and Activity Teams
Describing Project Role Functions
Defining a Project Team and an Activity Team

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 and Details
Distributing Budget Details
Finalizing and Adjusting a Budget

Preparing to Price Project Costs

Describing the Pricing Process
Defining Resource Rates
Defining Rate Sets and Rate Plans
Describing Tiered Pricing
Applying Rates and Tiered Pricing to a Project
Setting up Manager Transaction Review
Describing 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 Project Costing Integration with Time and Labor
Setting up Time and Labor Options
Running the Time and Labor Integration Process

Procuring Project Materials

Describing the Procurement Integration Process
Integrating Requisition Information with Project Costing
Integrating Purchase Order Information with Project Transactions
Reconciling Requisitions and Commitments
Integrating Payable Information with Project Transactions
Reconciling Purchase Orders with Payments
Describing Integration with PeopleSoft Inventory

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 Transactions in Progress
Reviewing Budget vs. Actuals
Using Transactions Summaries by Project
Using Activity Team Inquiries
Using Analysis Groups for Reporting
Using Flexible Analysis Drill Down
Using the Projects Reconciliation Workbench

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 Asset Integration Options
Describing Maintenance Management Integration with Project Costing and Asset Management
Creating a Work Order from a Project
Accumulating Costs for a Work Order

Using the Express Capitalization Process

Setting Up Express Capitalization
Defining the Express Asset Page
Using the Manual Capitalization Review
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

Compressing, Archiving, and Deleting Project Data

Describing the Compress, Restore or Delete Project Data Process Flow
Describing the Archive, Rollback, Restore or Delete Process Flow
Deleting Project Data

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Time Frame: 0-3 Months4-12 Months

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