PeopleSoft Project Costing Rel 9.2

Transcription

1 Oracle University Contact Us: PeopleSoft Project Costing Rel 9.2 Duration: 5 Days What you will learn The Project Costing 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. Learn To: 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. Benefits to You After taking this training, you will have a better understanding of how PeopleSoft Project Costing integrates with other PeopleSoft Applications, as well as the structure of a project. You'll know how to set up installation options, user options and Project Costing options for projects, activities and transactions. Creating a Project Expert Oracle University instructors will also teach you how to create a project, project activities and project transactions. You'll also explore creating price project costs, allocating project costs and creating accounting entries for the general ledger. PeopleSoft Commitment Control If your organization uses PeopleSoft Commitment Control, this course will teach you how to set up project budgeting and budget plans. Expert Oracle University instructors will teach you how to finalize and adjust a budget. Audience Business Analysts Functional Implementer Related Training Copyright 2013, Oracle. All rights reserved. Page 1

2 Suggested Prerequisites Intro to PeopleSoft for FMS and SCM Run processes and reports Understand basic navigation and PeopleSoft concepts Use control tables to enforce business rules Course Objectives 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 Topics 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 Copyright 2013, Oracle. All rights reserved. Page 2

3 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 Copyright 2013, Oracle. All rights reserved. Page 3

4 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 Copyright 2013, Oracle. All rights reserved. Page 4

5 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 Copyright 2013, Oracle. All rights reserved. Page 5