102650 peoplesoft projects (esa), asset lifecycle
TRANSCRIPT
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted
102650 PeopleSoft Projects (ESA), Asset Lifecycle Management (ALM), and Expenses Update and Roadmap
Joe Willever and Loida ChezPeopleSoft ESA/ALM Product Strategy
July 17, 2018
Update & Roadmap
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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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ESA Overview
4
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ContemporaryLegislative Versatile
Enterprise Services Automation (ESA)
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• ACM and DHHS File Formats DELIVERED
• Minimal Effort to Implement
• Utilizes the PeopleSoft Data Export Import Utility (DEIU)
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Import Letter of Credit Funding into Contracts
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LOC Doc ID Discrepancies
Funding Limit Discrepancies
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Review Funding Limit Discrepancies
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• Assign LOC Doc IDs to Contract Lines from your Imported File
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Streamline Update of Contract Lines
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ContemporaryLegislative Versatile
Enterprise Services Automation (ESA)
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Extend End Dates Across Modules
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Streamlined
Update
– Contract Line
– Project
– Activity
– Award
– All from One Page
Improved Accuracy & Consistency
Enter New End Date and Copy
Contract Line End Date
Project and Activity
Award Funding End Date
Award Modification End Date
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Versatile: Fluid Approval Page Composer for Project Requests & Program BudgetsPeopleSoft ESA Update
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• Modify placement of the fields in the fluid approval pages
• Add buttons and links in line with specific business requirements
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Versatile: Fluid Approval Page Composer for Project Requests & Program BudgetsPeopleSoft ESA Update
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PeopleSoft ESA Overview
• New source type represented by a new text message image
• Save time (and multiple steps) by eliminating need to log into VPN and/or PeopleSoft to upload expense receipts
• Take a picture of your expense receipts using your phone and send via text message to a central number for your organization
• System identifies user and date/time via incoming text message and phone number
• Attachments are integrated into PeopleSoft Expenses “My Wallet”, allowing user to later add to an expense report
• View Attachments in Fluid Approvals (PI23)
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Contemporary: Text Receipts to My Wallet with Twilio Integration
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Previously After Enhancement
Multiple Credit Card Integration Overview
16
Expense Report Entry
My Travel Wallet
Expense Report Entry
My Travel Wallet
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Multiple CC Integration
• No modifications were required to the Corporate Card Supplier Structure to support multiple card issuers definitions
• Existing functionality supports payments to multiple credit card issuers
Corporate Card Supplier
17
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Multiple CC Integration
• No modifications were required to the payment types definition to support multiple card issuer integrations
• Existing functionality supports payments to multiple credit card issuers
Payment Types
18
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Multiple CC Integration
• Card Issuer – New Field
Enhanced Payment Type Mapping
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Multiple CC IntegrationEnhanced Load External Data Sources
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• Card Issuer – New Field
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Versatile: Page & Field ConfiguratorPeopleSoft ESA Update
• 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
Attend Deep Dive Session 102660 – Weds 9:15
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PeopleSoft Page and Field Configurator
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Configure Page Labels and Other Behaviors Without Triggering a Customization
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ContemporaryLegislative Versatile
Enterprise Services Automation (ESA)
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• Self-service capabilities for
employee project resources
• Maintain your profile including
work experience, qualifications
(education, licenses, awards),
competencies, interests and
preferences
• Managers can leverage up-to-
date profile data to make better
sourcing decisions for both
customers and employees
PeopleSoft ESA OverviewContemporary: Fluid Resource Profile
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Project
Summary Activity
Activity
Contemporary: Project Hierarchy
PeopleSoft ESA Overview
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Predictive: Project Costing Simplified Analytics
PeopleSoft ESA Overview
• Create “on-the-fly” analytics to simply answer a question that may occur when managing day-to-day projects
• Context-sensitive graphs/charts or links to other areas making supporting information more easily accessible to the Project Manager
• Live, actionable homepage tiles, what-you-need, when-you-need-it
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New Contracts Fluid Homepage
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Review and Analysis
• Billing
• Revenue
• Limits
• Contract Information
• Profit
Contracts WorkCenter
My Contracts
Contracts Navigation Collection
Leverages Classic + For Consistency
Supports Billing Professional, Revenue Accountant and Contract Admin
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• Milestones Due
• Certifications Expiring
• Expiring Letter of Credit Funding
• Aged Pre-Award Spending
• Awards Expiring
• Award Teams
• Promoting Self-Service for the Assistant PI and Research Assistant
• Actionable
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Prioritize Tasks Using the New Grants Homepage
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Filters
• Track Specific PIs and Sponsors
• Business Unit and Award Start Date
• Award Status
Common Themes Across the Tiles
• Pivot Grids and Pivot Charts
• Tasks and Actions Grouped for Quick Prioritization
• Multi-Faceted
• Related Actions and Notifications
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My Preferences – Track the Awards Important to You
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Fluid Pivot Grids with Grants Content
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Milestones Grouped
Overdue
30 days 60 days 90 days
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Filter Results & Use Related Actions to Complete the Task
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Expiring Letter of Credit Funds
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Available Funds by LOC Doc ID
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Awards Getting Ready to Expire
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Filter on # Days to Quickly Prioritize
Extend End Date Using Related Action
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ContemporaryLegislative Versatile
Asset Lifecycle Management (ALM)
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Lease Accounting Development Approach
36
Phased Enhancement Rollout (9.2 Only)
Phase 1 Phase 2
Phase 4Phase 3
• Phase 1 (Foundation)
– Extend enterprise-wide frameworks to Real Estate Management
– Tighter integration with Asset Management
• Phase 2 (Foundation)
– Accounting for finance and operating payables leases for all asset types (property and equipment)
– Lease Accounting Hierarchy
– Enhanced amendment processing
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Lease Accounting Development Approach
37
Phased Enhancement Rollout (9.2 Only)
Phase 1 Phase 2
Phase 4Phase 3
• Phase 3 (Lessee Accounting)
– Multi-asset leases
– Dynamic lease classification at asset level
– More precise data capture of financial terms
– Allocation of lease payments
• Phase 4 (Migration and Transition)
– Introduction of Asset Management’s shared product functionality with Lease Administration
– Activity Guide
• Migrate Asset Management leases to common lease data structure
• Transition to new FASB and IASB leasing guidance
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Shared Product Functionality
38
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Shared Product Functionality
39
Single Data Structure and UI for Payables Leases
Asset Repository
• Track leased assets in Asset Management’s asset repository
Finance and Operating Leases
• Manage both operating and finance leases for all asset types (property and equipment)
Depreciation &Straightlining
• Depreciation and straightlining enable the subsequent measurement and recognition of leased assets
Lease Payments
• Integration with Accounts Payable for lease payments
Asset Management
Lease Administration
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Asset Management
• Core accounting requirements for payables leases (lessee agreements)
– Single-asset leases (finance and operating)
– Multiple Financial Terms
– Integration with PeopleSoft Accounts Payable
– Straightline Accounting
– Amendment Processing
– Manual Fees
Lease Administration
• Core accounting requirements for payables leases plus advanced leasing requirements
– Leasing functionality available to Asset Management-only customers
– Multi-asset leases (finance or operating)
– Clauses
– Options and Critical Dates
– Operating Expenses (CAM)
– Percent Rent
– Security Deposits
– Lessor (operating leases only)
– Site Selection and Acquisition
– My Lease Portfolio
– Lease Administration Reports (i.e. Lease Abstract, Property Occupants, Rent Variance, etc.)
40
Shared Product Functionality
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Activity Guide
43
Migration Tasks
Attend Deep Dive Session 102640 – Weds 9:15
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ContemporaryLegislative Versatile
Asset Lifecycle Management (ALM)
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Versatile
• Cost Adjust/Transfer Asset
• Define Tax/Depreciation Criteria
• Transaction Reversal
• Asset Retirement Obligation Measurement
• Retire/Reinstate Asset
51
Transaction Comments and Attachments
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Versatile
• Enabled by User Preferences
• Update actual hours from the Technician Workbench search results grid
• Update actual hours for multiple work order tasks using Mass Change action
• Visibility to Time Entry Source
52
Update of Labor Actuals from Technician Workbench
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Versatile
NEW! Configure auto-assignment by work order source
53
Auto-Assignment of Labor Resources by Crew and Employee ID
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Versatile
NEW! Configure auto-assignment for assignment to Shop Primary Scheduler or Crew Leader
54
Auto-Assignment of Labor Resources by Crew and Employee ID
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Versatile
NEW! Crew and Employee ID added to PM Schedule, Loop Schedule, and Location Schedule
55
Auto-Assignment of Labor Resources by Crew and Employee ID
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Versatile
• Collect both qualitative and quantitative data about an asset
• Establish evaluation criteria to trigger follow-on actions
56
Evaluate Asset Condition to Initiate Appropriate Actions
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Inspection Plans
• Trigger calculations are used to evaluate inspection observations, measurements, and numeric calculations, yielding true/false results
• Trigger calculation results determine if follow-on action is required
– Halt further evaluation
– Service Request
– Work Order
– One-time PM
– Alert message
Inspection Evaluation
Trigger Calculations
Observations
Measurements
Numeric
Calculations
59
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VersatilePreventive Maintenance Schedules for Disposed Assets
60
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VersatileAsset Profile Status
61
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ContemporaryLegislative Versatile
Asset Lifecycle Management (ALM)
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ContemporaryExtend Maintenance Management to Field Technicians with Mobile Technician
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Contemporary
• Improved visibility to comments captured during asset scanning
• Easier update of location area ID
• Addition of new tiles
– Scan Scope List
– Scan Duplicate Tag
– Scan Results
– Scan History
64
Enhancements to Asset Tracking
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Contemporary
65
New Approval Transactions Using Fluid Approvals
• Asset Adjustment
– Addition
– Adjustment
– Revaluation
• Asset Transfer
– ChartField Transfer
– Recategorization
• Asset Interunit Transfer
– Interunit Transfer
– Fixed Price Markup
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Contemporary
66
Approval Transactions Converted to Fluid Approvals
• Asset Management
– Asset Disposal (Disposal Worksheet)
– Asset Self Service
• Maintenance Management
– Work Order Approval
– Preventive Maintenance Schedule Approval
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
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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• Extend to Support Fluid Components
• Separate Configurations by Form Factor/Device Size
• Expand Logical Operators Available as Criteria
• Extend to Modal Windows
• Extend Security to Include / Exclude Multiple Roles
• Improved Interface for the PFC Administrator
68
PeopleSoft Page and Field Configurator Roadmap
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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
69
PeopleSoft ESA Roadmap & Features Under Review
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PeopleSoft ALM Roadmap & Features Under Review• Lease Administration
– GASB 87 for Lessees
– Accounting for Variable Lease Expenses
– Lease Data Import
– Recognition of non-monthly lease expense
• Asset Management
– Asset Management Self Service
– Transaction Comments and Attachments for Worksheets
– Approvals for Transaction Reversals
– Disposal Worksheet Usability Enhancements
• Maintenance Management
– Mobile Asset Inspections
– Technician Workbench Usability Enhancements
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