Tuesday Mar 18, 2014

Oracle OpenWorld 2014: Call for Proposals Now Open!

The Call for Proposals for Oracle OpenWorld 2014 is now open.  Submit your PeopleSoft 9.2 success stories and other proposed session content today!  This Call for Proposals will remain open until April 15, 2014.

Oracle OpenWorld 2014 is September 28 through October 2, 2014 in San Francisco, CA.  Don't miss out on this marquee Oracle event and get notified as soon as registration opens. 

Thursday Feb 27, 2014

PeopleSoft @ COLLABORATE 14

One of the marquee events for PeopleSoft customers is right around the corner.  COLLABORATE 14 is Monday, April 7 – Friday, April 11 in Las Vegas, NV.  COLLABORATE brings together the Quest International Users Group, the Oracle Applications Users Group (OAUG), Independent Oracle Users Group (IOUG), Oracle, and customers for an event rich with education sessions, networking activities, and more.

As always, PeopleSoft will have a strong presence at COLLABORATE.  The vast majority of session content for PeopleSoft is delivered through the Quest International Users Group with over 170 PeopleSoft-centric sessions planned.  That includes over 60 PeopleSoft customer led sessions and over 45 Oracle led sessions.  Leaders from Oracle’s PeopleSoft product management and development team will be on hand to deliver updates on the investment strategy for PeopleSoft applications as well as the value PeopleSoft applications can deliver today to customers.  Key Oracle led sessions focused on PeopleSoft investment strategy and other key topics include:

  • PeopleSoft General Session: PeopleSoft Update and Roadmap (Session ID: 109590)
  • PeopleSoft General Session: Technology Update and Roadmap (Session ID: 108630)
  • What's New in PeopleSoft Human Capital Management 9.2 and Beyond (Session ID: 108450)
  • What's New in PeopleSoft Financials 9.2 and Beyond: Improve the Bottom Line (Session ID: 108770)
  • What's New in PeopleSoft Supplier Relationship Management 9.2 and Beyond (Session ID: 108410)
  • Optimizing Maintenance Strategies Using PeopleSoft Update Manager (Session ID: 108520)
  • What You Need to Know to Get Enabled on PeopleSoft 9.2 and PeopleTools 8.53 (Session ID: 108390)

Another focus area for Oracle led PeopleSoft sessions is to highlight customer successes with the latest release, PeopleSoft 9.2.  With PeopleSoft 9.2 being available for just about a year now, more and more customers are upgrading and deploying PeopleSoft 9.2 every day.  If you are one of these customers there still is a unique opportunities to share your PeopleSoft 9.2 success story at COLLABORATE 14.  If interested in sharing your PeopleSoft 9.2 success story at COLLABORATE 14, let us know.  We will be awarding the best story receive between now and March 31 one (1) complimentary pass to Oracle OpenWorld in San Francisco.  So contact us at psoft-infodev_us@oracle.com; tell us who you are, your organization, what PeopleSoft applications you are using, and a brief description of why you think your story is the best PeopleSoft 9.2 success story out there.

This year at COLLABORATE 14, in addition to focusing on delivering important updates on PeopleSoft applications, the various product teams within Oracle have worked together to deliver content on the synergies between PeopleSoft and other key Oracle solutions.  PeopleSoft attendees will not want to miss these great Oracle led sessions:

  • Jump Start Your Upgrade with UPK PeopleSoft 9.2 Content (Session ID: 108420)
  • Oracle GRC Advanced Controls For PeopleSoft (Session ID: 108700)
  • Hyperion and More, Oracle's Enterprise Performance Management for PeopleSoft (Session ID: 108500)
  • Accelerate Accounts Payable Processes with Oracle WebCenter (Session ID: 108790)
  • Get to PeopleSoft 9.2 in the Fastest, Leanest, and Lowest-Risk Way by Using the Oracle Upgrade Factory (Session ID: 108800)
  • Support in the Age of PeopleSoft Update Manager (Session ID: 108840)

So what are you waiting for? Register for COLLABORATE 14 now and I will see you there!

Wednesday Feb 19, 2014

What’s New: PeopleSoft 9.2 Training Update from Oracle University

If your organization is planning to upgrade to PeopleSoft 9.2 in the near future, then the time is now to train your project team members. Oracle University's PeopleSoft curriculum now includes new courses covering the latest release and each course is delivered by expert instructors who specialize in PeopleSoft.

Here are some of the top courses now scheduled for March and April:

PeopleSoft Human Capital Management

PeopleSoft Financials/Supply Chain Management

Need to fast-track your training? Consider one of the following Accelerated training courses which combine multiple courses into a single week of training.

View Oracle University’s full catalog and schedule of courses here.  Don’t see the course you are looking for? Submit your request to Oracle University so they can help. 

Tuesday Feb 11, 2014

Upgrading to 9.2 - Info You Can Use (Part 4 -Leverage Upgrade Lab Expertise)

Contributed By:  Shamus Kahl, Senior Practice Director, Oracle Consulting

How often does your organization do upgrades?     Are the same individuals who did the last upgrade still available?   The answer to these questions can be critical to your upgrade success and indicate how your strategy should proceed.   We've taken the guess work out of upgrades with the Oracle PeopleSoft Upgrade Factory.    Experts from Oracle Consulting and product development have combined years of solution expertise to create a best-in-class upgrade methodology that helps complete your organizations upgrade to PeopleSoft 9.2 in the fastest, most economical, lowest risk manner possible.  With the Upgrade Factory you can leverage the know how of individuals who have performed hundreds of PeopleSoft upgrades both on premise and in the cloud.

The approach provides automated processes, tools and labs delivered through our Oracle Upgrade Factory capabilities – your upgrade costs are predictable, delivery is accelerated and demands on your IT staff are decreased.

The use of Oracle Upgrade Services and factory capabilities can reduce:

• Downtime by 30 percent

• Project costs up to 50 percent

• Post-live issues by 54 percent

• Project timeline up to 30 percent.

Watch this informative video for more information. To get started today, you can register for a complimentary CEMLI Benchmark and Analysis.  

You can find previous entries in Upgrade to 9.2 - Info You Can Use series here:

Part 1 -  Find Features and Capabilities in PeopleSoft 9.2

Part 2 -  Get Hands On Experience With PeopleSoft 9.2

Part 3 -  Eliminate Customizations 

Monday Jan 20, 2014

The Value of Support: The Innovation of PeopleSoft 9.2 and the New Release Model

Recently I, was interviewed about the new innovations in PeopleSoft 9.2.  View this video here to learn more about the modern capabilities in PeopleSoft 9.2 that can help customers, like you, be more productive, reduce costs, and maximize your investment in PeopleSoft. 

I also talked about how Oracle delivers new capabilities in PeopleSoft 9.2 and Oracle's new delivery model for PeopleSoft, which allows Oracle Premier Support customers to choose when they want to adopt new features and functions. 

Supporting Resources

Wednesday Jan 15, 2014

Oracle Releases New Value Adding Capabilities for Oracle’s PeopleSoft 9.2

Continuous Delivery of PeopleSoft Releases Provides Expanded Mobility and Business Process Excellence

Continued investment in Oracle’s PeopleSoft solutions results in the delivery of the PeopleSoft 9.2 Update Image 4.  This deliverable increases the considerable value of PeopleSoft by adding new capabilities to the previously delivered PeopleSoft 9.2 release – without the need to upgrade.  These new capabilities provide expanded mobile capabilities, extend the value of PeopleSoft through integrations, and offer new features that enable business process excellence.  In summary this delivery:

  • Enables customers to add value to their PeopleSoft 9.2 applications with the release of the PeopleSoft 9.2 Update Image 4.
  • Demonstrates Oracle’s commitment to PeopleSoft by continuously delivering additional new features, functions, and enhancements to the existing PeopleSoft 9.2 release.
  • Allows PeopleSoft 9.2 customers to use PeopleSoft Update Manager to selectively apply new capabilities from PeopleSoft Update Image 4 at their choosing.
  • Provides expanded mobile capabilities, extends the value of PeopleSoft through integrations, and enables business process excellence. 

Continuous Innovation of PeopleSoft 9.2 on the Customers Terms

  • Oracle’s new delivery model for PeopleSoft consists of PeopleSoft Update Images being released approximately every 10 weeks.  These PeopleSoft Update Images, like PeopleSoft 9.2 Update Image 4 (the fourth to be delivered) are cumulative.  This means customers can leverage them regardless of what changes have or have not been previously applied.  Customer use PeopleSoft Update Manager to apply changes delivered in PeopleSoft Update Images.
  • Introduced with the delivery of PeopleSoft 9.2 and designed to reduce the cost to stay current, PeopleSoft Update Manager transforms how customers adopt PeopleSoft changes. With PeopleSoft Update Manager, customers can:
    • Get Innovative New Capabilities without Upgrading
    • Take Only the Changes They Want, Tailored to Their Specific Needs
    • Determine When They Adopt Changes
    • Retain Strategic Customizations
    • Get Current Regardless of Prior Changes
  • PeopleSoft 9.2 Update Image 4 provides expanded mobile capabilities for employees on the go with:
    • The new Mobile Project Time Entry solution.  This mobile solution allows customers to accelerate cash flow by capturing billable time from employees regardless of where they are on their mobile devices. 
    • Enhanced existing mobile solutions including: Mobile Approvals extended to Treasury and Mobile eProcurement which now can include punch-out supplier items.
    • Mobile approvals via HTML email.  Now customers can approve over 25 transactions including: job offer, transfer, promotion, purchase order, expenses, and more directly from their email client without having to log into PeopleSoft.
  • Oracle’s PeopleSoft In-Memory Applications are unique solutions that combine best-in-class applications with high performance hardware that enable customers to make smarter decisions, reduce costs, and accelerate business processes.
  • PeopleSoft customers can extend the value of their existing PeopleSoft solutions through delivered integrations to value add Oracle Applications.  PeopleSoft 9.2 Update Image 4 includes bi-directional integration between PeopleSoft Human Capital Management 9.2 and Oracle’s Taleo Recruiting Cloud Service.  This out-of-the-box integration is also delivered for PeopleSoft Human Capital Management 9.1.  In addition, PeopleSoft 9.2 Update Image 4 includes new integration between PeopleSoft Financials and Oracle’s Fusion Accounting Hub to aid customers in consolidating multiple General Ledger systems.
  • New WorkCenters like the Asset Management WorkCenter and the Maintenance Management WorkCenter drive higher business productivity by bringing a user’s work (e.g. tasks, exceptions, and alerts) to them in a single, highly usable and interactive page.  The existing Contracts WorkCenter and the Grants WorkCenter have been enhanced to deliver even more poignant, actionable information like contracts set to expire and grant milestone due dates.
  • The free text search across multiple objects and multiple instances introduced in PeopleSoft 9.2 is expanded in PeopleSoft Update Image 4 to encompass PeopleSoft Supplier Contract Management content.  Users can quickly retrieve accurate and actionable search results for a more efficient search-driven approach to navigating.
  • In addition numerous legal and regulatory updates have been included in this PeopleSoft Update Image, including support for 2013 tax updates E and F for the US.
  • Existing PeopleSoft customers and partners may access release notes including PeopleSoft Financials and Supply Chain Management (FSCM) Update Image Overview (Through Update Image 4) and and various other PeopleSoft 9.2 materials at My Oracle Support.

Supporting Resources

Monday Dec 02, 2013

Upgrading to 9.2 - Info You Can Use (Part 3 - Eliminate Customizations)

Guest Blogger:    Shamus Kahl, Senior Practice Director, Oracle Consulting Solution Centers

Are your CEMLI’s Holding You Back?    PeopleSoft 9.2 provides a high degree of configuration and new functionality, which provides the ideal opportunity to eliminate customizations from older releases.

Upgrading your enterprise applications can be an intimidating experience depending on your organization’s level of customizations. Often times these customizations can have an on-going effect on your organization causing increased complexity, less flexibility, and additional maintenance cost.

Organizations that reduce their dependency on customizations:

  • Reduce complexity by up to 50%
  • Reduce the cost of future maintenance and upgrades
  • Create a foundation for easier enablement of new product functionality and business value
Oracle Consulting offers a complimentary service called Oracle CEMLI Benchmark and Analysis, which is an effective first step used to evaluate your PeopleSoft application CEMLI complexity. The service will help your organization understand the number of customizations you have, how you rank against your peer groups and identify target areas for customization reduction by providing a catalog of customizations by object type, PeopleSoft application module, CEMLI ID or Project ID and Business Process.

Whether you’re currently deployed on-premise, managed private cloud or considering a move to the cloud, understanding your customizations is critical as you begin an upgrade. Learn how you can reduce complexity and overall TCO with this informative screencast. For more information or to take advantage of this complimentary service today, contact Oracle Consulting directly at ask-oracleconsulting.com_us@oracle.com.

Tuesday Nov 12, 2013

Upgrading to 9.2 - Info You Can Use (part 2 - Get Hands On Experience)

Our guest blogger, Rebekah Jackson, continues with a series of helpful hints on planning your upgrade to PeopleSoft 9.2.

Get Hands-On Experience With a an Easy to Install Demo Image

Once you have identified the features you believe can add value (see part 1 of this series here), we recommend that you use our Demo Images to quickly create a PeopleSoft environment where you can try out the new features. The Demo Images are virtual machines that run in VirtualBox.   They contain a fully functioning PeopleSoft environment, including the database, PeopleTools, and the application.  These images can be loaded onto nearly any sized machine that meets the specs outlined in the documentation, including a powerful desktop machine.     The image allows you to very quickly deploy a fully functioning PeopleSoft instance that you can use to explore new features and functions or run a conference room pilot.

To take advantage these Demo Images:

  1. Go to the Demo Images Home Page (Doc id 1552548.1) on My Oracle Support.
  2. Use the " Demo Image Quick Start Guide" and additional documentation links on that page to download and install your desired Demo Image.
  3. When installed, use the Demo Image to explore the desired features and capabilities.

Important Notes:

- It is not required to use the Demo Images to evaluate features and functions – any 9.2 instance will support this. We recommend use of the Demo Images because the setup and configuration is dramatically faster than doing a traditional PeopleSoft install.

- For those looking to explore new features and capabilities on PeopleSoft 9.1 releases, we have provided virtual machine images using the Oracle Virtual Machine technology. Details and links are available in Oracle’s PeopleSoft Virtualization Products page (Doc id 1538142.1).

Friday Nov 01, 2013

Miss Oracle Open World? View the PeopleSoft Roadmap Presentation Here

If you were unable to attend Oracle Open World in September, you missed out on some important PeopleSoft messages.   Don't despair!  You now have a chance to receive an update on PeopleSoft's presence at Oracle OpenWorld 2013 and the key messages delivered there.

You can view the “PeopleSoft Update and Roadmap” webcast found here on the Quest Users Group site.  (Note: this is available with a FREE subscriber account.  Anyone can sign up here at no cost.

This webcast recording presents the significant adoption and momentum behind PeopleSoft 9.2.  Viewers will also learn about the new release model for continuously delivering new capabilities to PeopleSoft customers at a lower cost enabled by the new PeopleSoft Update Manager.  There are also compelling live demonstrations of the major investment areas for PeopleSoft including a new PeopleSoft user experience enabling mobile solutions as well as In-Memory PeopleSoft applications.

You can view all presentations ns in the Oracle Open World 2013 Content Catalog.

Monday Oct 28, 2013

Upgrading to 9.2 - Info You Can Use (part 1)

Rebekah Jackson joins our blog with a series of helpful hints on planning your upgrade to PeopleSoft 9.2.  

Find Features & Capabilities

There are many ways that you might learn about new features and capabilities within our releases, but if you aren’t sure where to start or how best to go about it, we recommend:

  1. Go to www.peoplesoftinfo.com
  2. Select the product line you are interested in, and go to the ‘Release Content’ tab
  3. Use the Video Feature Overviews (VFOs) on YouTube and the Cumulative Feature Overview (CFO) tool to find features and functions.
    1. The VFOs are brief recordings that summarize some of our most popular capabilities. These recordings are great tools for learning about new features, or helping others to visualize the value they can bring to your organization. The VFOs focus on some of our highest value and most compelling new capabilities. We also provide summarized ‘Why Upgrade to 9.2’ VFOs for HCM, Financials, and Supply Chain.
    2. The CFO is a spreadsheet based tool that allows you to select the release you are currently on, and compare it to the new release. It will return the list of all new features and capabilities, by product. You can browse the full list and / or highlight areas that look particularly interesting.
  4. Once you have a list of features by product, use the Release Value Proposition, Pre-Release Notes, and the Release Notes documents to get more details on and supporting value statements about why those features will be helpful.
  5. Gather additional data and supporting information, including:
    1. Go to the Product Data Sheets tab, and review the respective data sheets. These summarize the capabilities in the product, and provide succinct value statements for the product and capabilities.
    2. The PeopleSoft 9.2 Upgrade page, which has many helpful resources.

Important Notes:

  -  We recommend that you go through the above steps for the application areas of interest, as well as for PeopleTools. There are many areas in PeopleTools 8.53 and the 9.2 application releases that combine technical and functional capabilities to deliver transformative value.

   - We also recommend that you review the Portal Solutions content. With your license to PeopleSoft applications, you have access to many of the most powerful capabilities within the Interaction Hub.

   -  If you have recently upgraded to PeopleSoft 9.1, and an immediate upgrade to 9.2 is simply not realistic, you can apply the same approaches described here to find untapped capabilities in your current products. Many of the features in 9.2 were delivered first in our 9.1 Feature Packs. To find the Release Value Proposition, Pre-Release Notes, and Release Notes for these releases, search on ‘PeopleSoft 9.1 Documentation Home Page’ on My Oracle Support, and select your desired product area.

Sunday Oct 06, 2013

PeopleSoft User Experience Guidelines

The PeopleSoft Applications User Experience team is excited to announce the release of the PeopleSoft User Experience (UX) Guidelines. The UX Guidelines contain information about the usage of key PeopleSoft components to create highly usable, efficient, and productive experiences for Oracle customers.     For more information see this link:

Oracle Announces PeopleSoft User Experience Guidelines

Wednesday Aug 21, 2013

Oracle Hosts PeopleSoft Customer Advisory Boards

The PeopleSoft Customer Advisory Boards met last week at the Oracle Conference Center in Redwood Shores.    Over 180 customer attendees representing 113 member companies participated as well as our partner sponsors for the CAB:    Accenture, Grey Heller, Infosys,  MIPRO and SmartERP.   The CAB included three days of  product breakouts, round tables and keynotes covering the PeopleSoft roadmap and customer feedback across HCM, Financials, ESA, ALM, Procurement and Technology.     In addition there were customer presentations covering  best practice topics such as leveraging the PeopleSoft Interaction Hub and using org modeling as a strategic planning tool.    Customers were also provided deeper insight into the newly delivered PeopleSoft 9.2  with focus on  lifecycle management tools using the PeopleSoft Update Manager.   The event was well received by customers.    Rich Harvey, from Boise, summed up the experience this way:

"The recent PeopleSoft Customer Advisory Board meeting showed just how deep Oracle’s commitment is to both the product line and the customers of PeopleSoft. The CAB is just one of the many venues available to the PeopleSoft customer to discuss and offer observations about the PeopleSoft product line and Oracle’s strategy. Although PeopleSoft 9.2 was just recently released with its own set of increased functionality, new technologies and substantial improvement to the end user experience, PeopleSoft gave the CAB a view of the future. The exciting part of looking at the future enhancements to functionality, technology and end user experience is the realization that the customer may not need to wait for these until the next major release.  The new capability,  PeopleSoft Update Manager (PUM), will allow customers to incorporate new functionality into PeopleSoft 9.2 when they become available in a manner much easier than the past methodology.    PeopleSoft never left, always delivered value - but hey, they are here in a big way." 

Executive Q&A PanelCAB General Session

Monday Jul 15, 2013

10 Innovations in PeopleSoft 9.2 - #1 Unified Navigation With The PeopleSoft Interaction Hub

With PeopleSoft 9.2 you can take advantage of the latest capabilities in the PeopleSoft Interaction Hub.   You can use the Interaction Hub as the gateway for all your PeopleSoft applications and beyond.    This makes unifying PeopleSoft application content easy with common security and provisioning, branding, global search, and seamless unified navigation across your enterprise.     In addition you can facilitate enterprise collaboration with Workspaces, wikis, blogs, and discussions.   The solution is highly configurable and provides everything from company wide branding down to role based personalization options.   With unified navigation users have access to all their self service needs across HCM, Finance, Procurement, Supply Chain, and CRM with just one click.    The new global search capability provides a simple yet powerful tool for users to find and act on information regardless of which PeopleSoft product or database instance the information happens to reside.   From the same home page, users can search and act on a variety of  tasks such as job openings, employee data, performance reviews, life event changes, purchase orders, invoices, expenses and more.    A restricted use license of the PeopleSoft Interaction Hub is available to all PeopleSoft application customers free of charge.    For more details on the PeopleSoft Interaction Hub check out YouTube Video Feature Overview here and ongoing updates in our PeopleSoft Technology Blog link to the right of this posting.

Monday Jun 24, 2013

10 Innovations in PeopleSoft 9.2 - #2 Lower TCO With The Peoplesoft Update Manager

With the new PeopleSoft Update Manager in PeopleSoft 9.2 the way you manage updates to your PeopleSoft systems puts you in control of all changes on your schedule.   You can selectively apply patches with reduced time, effort, and cost.    Bundles and Maintenance Packs are no longer used.      Instead, a tailored custom package is automatically generated based on the parameters you select from the latest PeopleSoft source image.   You have access to all updates from Oracle on a cumulative basis and can select and search for specific updates such as new features, legal and regulatory changes, or a patch related to a specific issue, process or object.    Any prerequisites are automatically identified.  The  process of generating a change package is enabled through a new wizard with easy to follow steps and options.     As changes are introduced to your test environment the PeopleSoft Test Framework provides a closed loop process to run regression tests scripts against your changes.  For a quick overview of the PeopleSoft Update Manager check out the Video Feature Overview here:

PeopleSoft Update Manager Video Feature Overview

Wednesday Apr 17, 2013

IDC Report: PeopleSoft Leaps Forward With Impressive 9.2 Release

As follow up to the many discussions and briefings regarding the recent PeopleSoft 9.2 release, IDC has published the following research note – Oracle’s PeopleSoft Leaps Forward with Impressive 9.2 Release Enabling Customers to Leverage Their Existing Software Investment.     Per IDC, "On March 18, 2013, Oracle announced the general availability of PeopleSoft 9.2, which included more than 1,000 new features, functions, and enhancements for Human Capital Management, Financials,Supply Chain Management, Projects, and Assets applications. Building on the technical foundation of the newly available PeopleTools 8.53 (made available in February 2013), the PeopleSoft 9.2 release includes an updated user experience for both casual and professional users, Oracle Secure Enterprise Search, and specific capabilities intended to reduce the total cost of ownership. In our opinion, there's a lot to like in PeopleSoft 9.2."

 The full report is posted here on Oracle.com:

PeopleSoft Leaps Forward With Impressive 9.2 Release

Monday Apr 15, 2013

10 Innovations in PeopleSoft 9.2 - #8 WorkCenters and Dashboards

Imagine a day in the life of operations users.  It is typically filled with a plethora of tasks that include entering data, resolving exceptions, running processes and creating reports and queries.   These users need to access the rich data set in the PeopleSoft systems throughout the day and make critical business decisions.  In this posting I will discuss how WorkCenters and Dashboards drive usability and user productivity to the next level by centralizing access to the right data at the right time.

in 9.2 introduce a paradigm shift in how work gets done in PeopleSoft.    WorkCenters are a one stop shop for key roles within a business process to conduct transactions, take action on alerts and view reports and analytics.   The built -in intelligence delivers work to the user and makes multitasking very easy and seamless, without losing focus.    The users know exactly what their priorities are at any given point and can work toward resolving exceptions and bottlenecks quickly.  WorkCenters can be cross functional, highly configurable and deliver personalized content to the users based on their roles and permissions. 

Figure 1 PeopleSoft 9.2 Billing WorkCenter delivered through PeopleTools WorkCenter Framework and Applications WorkCenter Framework.

The 9.2 WorkCenters utilize the PeopleTools WorkCenter framework and Applications WorkCenter framework.  All WorkCenters are delivered preconfigured with a set of pagelets and links.  Besides these preconfigured pagelets, users can add their own pagelets and use the extensive options available through the framework to personalize the look and feel of the pagelets.  The standard pagelets included are –

  • My Work – This is a personalized workload that is delivered to the user through user based configuration such that one user’s work assignments are different from others.
  • My Links – This pre-seeded pagelet allows users to navigate to key functions of the application. Users can personalize this pagelet to include additional internal or external links. 
  • Queries –. This pagelet will allow users access to public and personal queries as well as Pivot Grids, PsQueries and PsQuery Manager.  
  • Reports and Processes – This pagelet will allow users access to reports they have generated and processes they need to run. For example, users can access the Reporting Console so they can have direct access to their process and report outputs.

Let’s look at examples of delivered WorkCenters in Financials.   The General Ledger WorkCenter will provide a GL or accounting analyst visibility into the most critical pieces of his job. He will know exactly what he should be working on at a give time including journals that need approval, journals in exception status and Chart of Account Requests.  The GL WorkCenter will support the accounting and finance mission of a timely period close.

The Accounts Payable WorkCenter will enable accounts payables users to work on voucher exceptions and matching errors and complete their payments-related tasks such as schedule payments on hold and pay cycle manager.  Additionally, users can also monitor supplier related information such as suppliers pending approval.  Accounts Payable users can view and resolve multiple exceptions from the same place and save time and manual effort.  The WorkCenter allows processing invoices more quickly so that discounts can be recognized and liabilities reduced.

Figure 2 PeopleSoft Accounts Payable WorkCenter allows AP managers to complete their tasks.

 The Grants and Contracts WorkCenters are intended to enable users to quickly identify and resolve key process exceptions so that awards and revenue contracts proceed unimpeded.

Figure 3 PeopleSoft ESA Grants WorkCenter streamlines contracts and grants processing.

In PeopleSoft HCM, the Time and Labor WorkCenter will provide a single point of entry for administrators and managers to relevant work areas.  Besides normal processing, users can proactively monitor critical transactions and handle exceptions.  Similarly, the ePerformance WorkCenter will streamline the performance process and simplify the user experience for both Managers and Employees.

Figure 4 PeopleSoft HCM Time and Labor WorkCenter simplifies the user experience in the performance process.

In the world of supply chain management, a Supply and Demand WorkCenter will provide a series of “out-of-the-box” actionable alerts to identify potentially problematic conditions in their Supply Chain, such as orders past shipment date, on hold orders past their shipment date, overdue POs, and more.

Figure 5 PeopleSoft Supply and Demand WorkCenter

While WorkCenters enable efficiencies for end users, Dashboards provide business managers a high level view of their operations.  The HCM Manager Dashboard available in 9.1, provides an at-a-glance view of important information to help managers know where they need to focus.  In 9.2, several new dashboards will be available.  For example, a Billing manager would like to know what the status of all his invoices is at a given point in time.  The Billing Dashboard will allow the billing manager to slice and dice key billing data using pivot grids and take actions right away to resolve issues.  The dashboard will provide access to key information and real-time analytics such as bills not interfaced to GL and AR, total bills in various billing statuses, and number of bills processed monthly in a quarter. Users will be able to drill into each of these analytics and view the detail transactions. These actionable pagelets will speed up invoicing, identify bottlenecks and streamline the revenue recognition process. 

Figure 6 Billing Dashboard provides operational data for Billing Managers

The manager-facing Accounts Payable Dashboard will focus on providing summary level details and supporting analytics encompassing the invoices flow within an organization. Leveraging the latest technology, the Accounts Payable Dashboard will provide access to key information and real-time analytics such as top payables suppliers by expenditure, discounts taken versus lost, past due aging, scheduled due aging, liability exposure by supplier, and invoice amounts by status with detail transaction drill-down capabilities.

Figure 7 Accounts Payable Dashboard provides summary level information for the invoice flow within an organization.

Similarly, the Supply Chain Dashboard will allow users to monitor, measure and optimize all aspects of demand and supply flow to encourage the free-flowing shipment of demand, thus obtaining the maximum billable revenue.

PeopleSoft 9.2 includes the WorkCenters and Dashboards across multiple products in HCM, Financials, and SCM.  The innovative capabilities provided in these WorkCenters and Dashboards will fundamentally transform the way users access and use PeopleSoft applications and lead to an enterprise wide improvement in user productivity, a significant reduction in operating costs and ultimately a much improved bottom line.


This blog is dedicated to topics focused on PeopleSoft Applications, including Human Capital Management, Financials, Enterprise Service Automation, Asset Lifecycle Management, Procurement, Supply Chain and Customer Relationship Management.

For information about legislative updates to our PeopleSoft Applications see the PeopleSoft Legislative Updates Blog.

For information about PeopleTools see the PeopleSoft Technology Blog.


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