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PeopleSoft Project Costing Rel 9.2

  • Tuition USD $4,885 GSA  $3,853.90
  • Reviews star_rate star_rate star_rate star_rate star_half 879 Ratings
  • Course Code D81081GC20
  • Duration 5 days
  • Available Formats Virtual, Classroom

The Project Costing 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.

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.

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

Who Can Benefit

  • Analyst
  • Implementer

Prerequisites

Suggested Prerequisite

  • Understand basic navigation and PeopleSoft concepts
  • Use control tables to enforce business rules
  • Run processes and reports

Course Details

Topics

  • Defining Projects, Activities, and Transactions
    • Creating New Projects
    • Creating Project Activities and Defining the Work Breakdown Structure
    • Identifying the Sources of Project Transactions
    • The Information Stored in Project Transactions
    • Creating Project Transactions
  • Assigning Project Teams
    • Identifying the Features Associated with Project and Activity Teams
    • Project Role Functions
    • Assigning a Project Team and an Activity Team
  • Using Project Trees
    • 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
    • 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
    • The Pricing Process
    • Defining Resource Rates
    • Defining Rate Sets and Rate Plans
    • Custom Rates
    • Tiered Pricing
    • Applying Rates and Tiered Pricing to a Project
    • Setting up Manager Transaction Review
    • The Pricing Engine
  • Defining Accounting for Projects
    • The Accounting for Projects Model
    • Setting Up Organizations for Accounting
    • 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
    • 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
    • The Integration of PeopleSoft Services Procurement Data
  • Tracking Time and Labor from PeopleSoft Time and Labor
    • Project Costing Integration with Time and Labor
    • Setting up Time and Labor Options
    • Running the Time and Labor Integration Process
  • Procuring Project Materials
    • 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
    • Integration with PeopleSoft Inventory
  • Capturing Transactions from the General Ledger
    • Adding Project Information to Journal Entries
    • Creating Project Transactions from Journal Entries
  • Analyzing Projects
  • Reporting on Projects
  • Adjusting Project Data
  • Allocating Project Costs
  • Generating Accounting Entries
  • Integrating with PeopleSoft Asset Management
  • Using the Express Capitalization Process
  • Using the Manual Capitalization Process
  • Retiring Assets
  • Compressing, Archiving, and Deleting Project Data
  • 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

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

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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ExitCertified honors all savings programs from the partners we work with. ExitCertified also offers training credits across multiple partners through our FLEX Account.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Only issue I had is with lab completion. Some labs didn't show up as complete which left me confused. Other than that the material itself is amazing and the hands on experience is extremely useful.

Kudos to EC, with excellent trainers and a highly satisfying learning experience. The environment was clean and welcoming, and the team was very accommodating.

It would be nice if we could have got the slides/text with comments that were made in the class so it helps with relating to questions we had.

Knowledgeable instructor with lots of resources provided and a clear teaching style.

This was an excellent class to get me up to speed quickly on AWS solution Architect concepts.

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  • Oct 19, 2020 Oct 23, 2020 (5 days)
    Location
    Atlanta, GA
    Language
    English
    Time
    09:00 AM 17:00 PM EST
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