PeopleSoft Project Costing Training Rel 9.2

PeopleSoft Project Costing Training Rel 9.2


PeopleSoft Project Costing Training Rel 9.2 Course project-based

The PeopleSoft Project Costing Training Rel 9.2 course covers the features, functions, and processes supported by PeopleSoft Project Costing. You will use project data to support budgeting, staffing, and analysis for projects and project activities. This course has been updated through Update Image 14.

PeopleSoft Project Costing Training Rel 9.2Related Courses:

Duration: 5 days


Understand basic navigation and PeopleSoft concepts
Use control tables to enforce business rules
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 and activities.
Allocate transaction costs from the general ledger to projects, or between projects.
Set up and execute Project Costing integration with other PeopleSoft applications to track projects, such as Travel and Expense, Payables, Expenses and so on.
Price cost transactions, generate billing transactions and prepare to integrate with PeopleSoft Contracts.
Set up and capitalize assets.
Work with budgeting and project team staffing.

Skills Gained:

Create projects, activities, transactions
Assign project teams to projects and activities
Use project trees
Track costs from other PeopleSoft applications such as Time and Labor, Expenses, and Purchasing
Analyze and adjust projects
Set up project security and project budgets
Price project costs, allocate project costs, and generate accounting entries
Create project reports
Use projects to capitalize and retire assets
Compress, archive, and delete project data
Set up project costing installation options, user preferences, business units, projects, activities, and transactions

Course Content:

Defining Projects, Activities, and Transactions

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

Assigning Project Teams

Identifying the Features Associated with Project and Activity Teams
Describing Project Role Functions
Assigning 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 Custom Rates
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
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 and the Projects Reconciliation Workbench
Reviewing Budget vs. Actuals
Using Transactions Summaries by Project
Using Activity Team Inquiries
Using Analysis Groups for Reporting
Using Flexible Analysis Drill Down
Describing Project Profitability Analysis

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

Describing Integration with Asset Management
Setting Up Asset Integration Options

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 the Asset Retirement Process
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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