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PeopleSoft Contracts and Project Costing:Mastery Tips n Tricks

Joe WilleverProduct Strategy

July 17, 2018

Session ID: 102670

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Agenda

Using PC Chartfields in Contracts

Separate Revenue and Billing

Tailor Appearance of Components*

Leverage Meaningful Labels*

Hide Sensitive Fields*

1

2

3

4

5

Confidential – Oracle Restricted to Event Usage Only

Red Papers and Other Sources

My Projects

Pivot Grid Thresholds

Streamlined Milestones in Grants

Simplified Project Visibility in PC

6

7

8

9

10

* Featuring: Page & Field Configurator

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Agenda

Using PC Chartfields in Contracts

Separate Revenue and Billing

Tailor Appearance of Components*

Leverage Meaningful Labels*

Hide Sensitive Fields*

1

2

3

4

5

Confidential – Oracle Restricted to Event Usage Only

Red Papers and Other Sources

My Projects

Pivot Grid Thresholds

Streamlined Milestones in Grants

Simplified Project Visibility in PC

6

7

8

9

10

* Featuring: Page & Field Configurator

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

• Customers can assign a PC BU, Project, and Activity to revenue on their amount based contract lines?

• Amount based revenue can include source type, category, and subcat?

• Projects and Activities are not validated to the PC Business Unit

• Validations are controlled by PC Business Unit and Setid

• Customers can enter project chartfields on ALL accounting distributions or NONE of their accounting distributions (all or none)

• Customers can begin entering PC Chartfields only on new contracts, not existing contracts

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Quiz – True or False?

Tip #1: Using Project Costing Chartfields in Contracts

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Contract Level Selection

Tip #1: Using Project Costing Chartfields in Contracts

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Tip #1: Using Project Costing Chartfields in Contracts

• PCBU, Project, Activity and other PC chartfieldsbecome enterable

• Still optional at the line level –use when needed

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Tip #1: Using Project Costing Chartfields in Contracts

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Input Controlled at the PC Business Unit and by Setid

• Input validated similar to entry in other products

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Agenda

Using PC Chartfields in Contracts

Separate Revenue and Billing

Tailor Appearance of Components*

Leverage Meaningful Labels*

Hide Sensitive Fields*

1

2

3

4

5

Confidential – Oracle Restricted to Event Usage Only

Red Papers and Other Sources

My Projects

Pivot Grid Thresholds

Streamlined Milestones in Grants

Simplified Project Visibility in PC

6

7

8

9

10

* Featuring: Page & Field Configurator

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Tip #2: Separating Revenue and Billing in Contracts

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Optional at the Contract Level

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Tip #2: Separating Revenue and Billing in Contracts

• Billing amount for the line is different from the revenue amount

• Total billing amount equals total revenue, but not required (…collectability)

• Review product prices in Order Management via the Pricing Simulator

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Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Tip #2: Separating Revenue and Billing in Contracts

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• Customers can configure one product price for billing and another product price for revenue using the Enterprise Pricer in OM

• Highly configurable

• Price lists and sophisticated price rules are possible

• Supports ‘standalone price’ for new accounting standard

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

• Contract revenue plan and contract billing plan functionality works differently if you separate billing and revenue on the contract

• Separating revenue and billing on rate based lines

–Generates new REV analysis type transactions in project costing

–Uses a separate revenue limit and revenue rate set on the contract line

• The Enterprise Pricer in Order Management requires a separate license

• Existing amount based contract lines can take advantage of the separate billing and revenue functionality

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Quiz – True or False?

Tip #2: Separating Revenue and Billing in Contracts

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Agenda

Using PC Chartfields in Contracts

Separate Revenue and Billing

Tailor Appearance of Components*

Leverage Meaningful Labels*

Hide Sensitive Fields*

1

2

3

4

5

Confidential – Oracle Restricted to Event Usage Only

Red Papers and Other Sources

My Projects

Pivot Grid Thresholds

Streamlined Milestones in Grants

Simplified Project Visibility in PC

6

7

8

9

10

* Featuring: Page & Field Configurator

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 14

•How can we address simple form changes via configuration as opposed to customization?

•How can these changes be applied to the components uniquely for different transaction criteria or user role?

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

Introducing Page & Field Configurator

Tip #3: Tailor Appearance of Components

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Agenda

Using PC Chartfields in Contracts

Separate Revenue and Billing

Tailor Appearance of Components*

Leverage Meaningful Labels*

Hide Sensitive Fields*

1

2

3

4

5

Confidential – Oracle Restricted to Event Usage Only

Red Papers and Other Sources

My Projects

Pivot Grid Thresholds

Streamlined Milestones in Grants

Simplified Project Visibility in PC

6

7

8

9

10

* Featuring: Page & Field Configurator

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

• Where: Financial Services Industry

• What: Relabel Activity Owner to

“Responsible Party”

• When: Activity type is AUDIT

• Who: All Audit Users

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Tip #4: Leverage Meaningful Labels

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After Configuration is Applied:

Before:

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Tip #4: Leverage Meaningful Labels

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Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Agenda

Using PC Chartfields in Contracts

Separate Revenue and Billing

Tailor Appearance of Components*

Leverage Meaningful Labels*

Hide Sensitive Fields*

1

2

3

4

5

Confidential – Oracle Restricted to Event Usage Only

Red Papers and Other Sources

My Projects

Pivot Grid Thresholds

Streamlined Milestones in Grants

Simplified Project Visibility in PC

6

7

8

9

10

* Featuring: Page & Field Configurator

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

• Where: Grant Proposal

• What: Hide Federal Award

Identification Number

• When: Draft Proposals

• Who: All users, except Jane Smith

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Tip #5: Hide Sensitive Fields

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Tip #5: Hide Sensitive Fields

Before:

After:

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Attend Deep Dive Session 102660 – Weds 9:15

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Agenda

Using PC Chartfields in Contracts

Separate Revenue and Billing

Tailor Appearance of Components*

Leverage Meaningful Labels*

Hide Sensitive Fields*

1

2

3

4

5

Confidential – Oracle Restricted to Event Usage Only

Red Papers and Other Sources

My Projects

Pivot Grid Thresholds

Streamlined Milestones in Grants

Simplified Project Visibility in PC

6

7

8

9

10

* Featuring: Page & Field Configurator

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Tip #6: Red Papers and Other Sources

• PeopleSoft Red Papers are practical guides for technical users, installers, system administrators, and programmers who implement, maintain, or develop PeopleSoft applications

– Using the PeopleSoft Business Process Weaver [Apr 2014]

– Recognizing Revenue Separate from Billing [Dec 2014]

– Advanced Revenue Pricing in Contracts [May 2016]

– PeopleSoft Fluid User Interface Programming Fundamentals [May 2016]

– Transitioning to Lease Accounting Standards ASC842 and IFRS16 [March 2018] (1)

(1) Support Document 2372739.1

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“Must Read” List of Favorites

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Tip #6: Red Papers and Other SourcesMore Sources – Documents in IdeaSpaces

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Tip #6: Red Papers and Other Sources

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Spotlight Videos and Transfer of Information Recordings

peoplesoftinfo.com

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Tip #6: Red Papers and Other Sources

• Spotlight Videos

– 15 – 45 minutes

– In-Depth Review and Implementation of a Feature

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peoplesoftinfo.com

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Agenda

Using PC Chartfields in Contracts

Separate Revenue and Billing

Tailor Appearance of Components*

Leverage Meaningful Labels*

Hide Sensitive Fields*

1

2

3

4

5

Confidential – Oracle Restricted to Event Usage Only

Red Papers and Other Sources

My Projects

Pivot Grid Thresholds

Streamlined Milestones in Grants

Simplified Project Visibility in PC

6

7

8

9

10

* Featuring: Page & Field Configurator

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What is My Projects?

Tip #7: My Projects

• Provides general information about each project on your list

• Filter for various fluid tiles and reports

• Basis for filtering pivot grids

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Tip #7: My Projects

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Auto Populate My Projects

Tip #7: My Projects

• Select Auto Populate at the installation level

• Define defaults for the organization

• ‘Allow Override’ enables user to select a different method

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Tip #7: My Projects

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Agenda

Using PC Chartfields in Contracts

Separate Revenue and Billing

Tailor Appearance of Components*

Leverage Meaningful Labels*

Hide Sensitive Fields*

1

2

3

4

5

Confidential – Oracle Restricted to Event Usage Only

Red Papers and Other Sources

My Projects

Pivot Grid Thresholds

Streamlined Milestones in Grants

Simplified Project Visibility in PC

6

7

8

9

10

* Featuring: Page & Field Configurator

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Use Case: Expenses

Tip #8: Pivot Grid Thresholds

Before

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Setup

Tip #8: Pivot Grid Thresholds

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After

Tip #8: Pivot Grid Thresholds

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Agenda

Using PC Chartfields in Contracts

Separate Revenue and Billing

Tailor Appearance of Components*

Leverage Meaningful Labels*

Hide Sensitive Fields*

1

2

3

4

5

Confidential – Oracle Restricted to Event Usage Only

Red Papers and Other Sources

My Projects

Pivot Grid Thresholds

Streamlined Milestones in Grants

Simplified Project Visibility in PC

6

7

8

9

10

* Featuring: Page & Field Configurator

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Tip #9: Streamlined Milestones in Grants

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Tip #9: Streamlined Milestones in Grants

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Add Multiple Milestones with a Single Action

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Tip #9: Streamlined Milestones in Grants

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Copy Existing Milestones and Set a New Due Date

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Tip #9: Streamlined Milestones in Grants

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Update Completion Dates for Multiple Milestones with a Single Action

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Agenda

Using PC Chartfields in Contracts

Separate Revenue and Billing

Tailor Appearance of Components*

Leverage Meaningful Labels*

Hide Sensitive Fields*

1

2

3

4

5

Confidential – Oracle Restricted to Event Usage Only

Red Papers and Other Sources

My Projects

Pivot Grid Thresholds

Streamlined Milestones in Grants

Simplified Project Visibility in PC

6

7

8

9

10

* Featuring: Page & Field Configurator

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

• Did you know that you can manage visibility into a project’s budget, cost and revenue using Simplified Analytics?

• We deliver the following Fluid Pivot Grids to jump start your tailored design approach:

– Budget vs Actual (PC_BUD_VS_ACT_CRRNT_PERIOD_SA)

– Budgets not Finalized (PC_MY_UNPOST_BD_SA)

– Closed Projects with Assets (PC_CLOSE_PRJ_ASSET_PVG_SA)

– Financial Summary (PC_FIN_SUM_LIFE_TO_DATE_SA)

– Project Unbilled Cost WIP (PC_UNBILLED_COST_WIP_SA)

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Enhanced Visibility with Simplified Analytics

Tip #10: Simplified Project Visibility in PC

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Tip #10: Simplified Project Visibility in PC

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Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

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• Expanding elastic search capabilities for projects, contracts, grants (credit-to-cash)

• Building a performance enhancement framework for Project Costing

• Enhancing the Contract Billing Process to Exclude Unpaid Cost on Federal Awards

• Contracts Fluid Homepage enhancements

• Grants generating awards en masse

• Continued visibility enhancements for fluid expense reports & fluid approvals

• GPS Mileage Calculator

• Fluid enabling the Proposal Approval Workflow in Grants

46

PeopleSoft ESA Roadmap & Features Under Review

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Thank You!