PeopleSoft Project Costing Rel 9.2

Cost $5000

Course Code
D81081GC20

Duration
5 days

Format
Live Virtual Class

What you will learn

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.

Prerequisites

Suggested Prerequisite

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

Audience

  • Analyst
  • Implementer

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

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

Enroll for PeopleSoft Project Costing Rel 9.2

PeopleSoft Project Costing Rel 9.2

$5,000.00

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SKU: D81081GC20 Categories: ,

Additional information

Schedules

May 24 2021 – May 28 2021 (5 days) 9:00 AM – 5:00 PM US-Pacific, Nov 8 2021 – Nov 12 2021 (5 days) 9:00 AM – 5:00 PM US-Eastern

Format

Live Virtual Class

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