/* Generated with Author-it 23.4.1.30004  12/11/2025 7:45:36 PM */
Page[0]=new Array("Title and Copyright Information","Copyright  2011,  2025, Oracle and/or its affiliates.","Primary Author: Oracle Corporation","Title and Copyright Information","46576.htm");
Page[1]=new Array("Scope","Integrating P6 with PeopleSoft Program Management (known as Enterprise Service Automation or ESA) enables you to combine P6's management and scheduling power for projects, portfolios, and resources with the power of PeopleSoft Program Management to ensure accurate forecasting of costs, resources, and schedules. This guide describes how to integrate PeopleSoft Program Management with your P6 installation.","This guide describes the functionality of the Classic Views of P6. For instructions on using the Standard Views of P6, see P6 Help.","Audience","Users who are responsible for creating and managing projects in P6 which will be integrated with PeopleSoft Program Management should use this guide.","Using This Guide","This guide assumes P6 and its supporting applications are installed.","Within our documentation, some content might be specific for cloud deployments while other content is relevant for on-premises deployments. Any content that applies to only one of these deployments is labeled accordingly.","About This Guide","96799.htm");
Page[2]=new Array("Personal information (PI) is any piece of data which can be used on its own or with other information to identify, contact or locate an individual or identify an individual in context. This information is not limited to a person's name, address, and contact details, for example a person's IP address, phone IMEI number, gender, and location at a particular time could all be personal information. Organizations are responsible for ensuring the privacy of PI wherever it is stored, including in back-ups, locally stored downloads, and data stored in development environments.","Caution Personal information (PI) may be at risk of exposure. Depending on local data protection laws organizations may be responsible for mitigating any risk of exposure.","About Personal Information","97692.htm");
Page[3]=new Array("Viewing/Opening Projects","Use the EPS page to view and manage the Enterprise Project Structure (EPS) and its projects.","To navigate to the EPS page to view or open projects:","Click Projects.","On the Projects navigation bar, click EPS.","To create Projects:","Click Projects.","On the Projects navigation bar, click EPS.","On the EPS page, expand the @ EPS element where you want to add the new project.","Within the @ EPS element, click @&nbsp;Row&nbsp;Actions and select Add Project.","In the Add Project dialog box, click the General tab.","Viewing and Creating Projects in P6","49116.htm");
Page[4]=new Array("Creating a WBS","Create a work breakdown structure to divide a project into levels. You can create sibling WBSs to represent WBSs that are hierarchically equal, or child WBSs to represent WBSs that are subordinate to projects or other WBSs.","To create a WBS:","Click Projects.","On the Projects navigation bar, click Activities.","On the Activities page:","Select a WBS or project. The WBS can act as a sibling or a parent. The project will act as a parent.","Click the @&nbsp;Row&nbsp;Actions menu:","To add a sibling, select Add Sibling WBS.","To add a child, select Add Child WBS.","Enter a name in the Name field of the new WBS.","Click Save.","Tip","To add, edit, or delete WBS elements, whether you are working with a single project or a group of projects, you must be working in an activity view that is organized based on all levels of the WBS hierarchy. To organize your view to show all levels of the WBS hierarchy, click @&nbsp;Customize&nbsp;View then click the Grouping tab, in the Group By list select WBS and then select the All option under Grouping Interval. ","The WBS will automatically be assigned a name based upon the project or WBS you select. For example, if the project or WBS is named WBS: Business Project 1.5, the application will automatically name the new WBS: Business Project 1.6.","You can also right-click a WBS or project and select Add Sibling WBS or Add Child WBS to create a WBS.","Creating WBSs","49129.htm");
Page[5]=new Array("Create activities to define a more detailed breakdown of projects or WBSs.","To create activities:","Click Projects.","On the Projects navigation bar, click Activities.","On the Activities page:","Select a project, WBS, or activity; the new activity will be added beneath your selection.","Click the @&nbsp;Row&nbsp;Actions and select Add Activity.","Enter a name in the Name field.","Click Save.","Tip","You can also right-click a project, WBS, or activity and select Add Activity to.","Creating Activities","49130.htm");
Page[6]=new Array("Use the following procedure in P6 EPPM to summarize any projects that you will be integrating with PeopleSoft:","Click Projects.","On the Projects navigation bar, click EPS.","On the EPS page:","Select a project or EPS node.","Click the Actions&nbsp;@ menu and select Summarize Projects.","Tip","You can also summarize projects from the Actions menu of the Activities page. When you summarize projects from the Activities page, the application will summarize all of the currently open projects. When you summarize from the EPS page, only the selected projects will be summarized.","Summarizing P6 Projects","48354.htm");
Page[7]=new Array("To search for administrative information about a specific resource:","Click Resources.","On the Resources navigation bar, click Administration.","On the Resources tab, click @&nbsp;Search and begin typing.","The view will be filtered to resources which match your search text as you type.","Click on the General, Roles, Resource Teams, Codes, Units and Prices, or Settings detail windows to view information relating to the resource.","Viewing Resource Rates","You can use the Units and Prices Detail tab to access individual resource rate information.","Viewing Resource Types","You can use the Resource Type column to view individual resource type information.","Searching for a Specific Resource","49187.htm");
Page[8]=new Array("To search for a specific resource and display activity information related to the resource.","Click Resources.","On the Resources navigation bar, click Assignments.","To customize the list of resources displayed in the table, click @&nbsp;Filters, select Manage Filters and choose to use an existing filter, or create a new filter.","Tip","By using a filter to match a specific resource, you can display the activities related to that resource.","Searching for Activities Related to a Specific Resource","49183.htm");
Page[9]=new Array("Use this procedure to assign resources to activities to fulfill staffing requests. Resources include the personnel and equipment that perform work on activities across all projects. Resources are generally reused between activities and/or projects.","Click Resources.","On the Resources navigation bar, click Analysis.","On the Analysis page, click the Role tab.","On the Role tab: ","Click the Group By list and select Role Hierarchy, and then select a role.","Note If costs, rather than units, are displayed, select Units in the Display list.","Click the name of the project that has unstaffed units to display the project's unstaffed activities.","On the Role activities for Project dialog box, select the check box next to each unstaffed activity you want to staff with the same resource and click Assign Resource.... Activities that have specific resource requirements associated with them display Yes in the Search Criteria column. ","In the Assign Resource dialog box, select a resource. To review resource allocation before assigning a resource, click Show Usage. This displays the selected resource's assignments based on summarized data. If you want to assign the selected resource to the activity, click Select. ","Close the Role activities for Project dialog box.","Tip","Resource usage data is based on summary data. Any changes made to assignments within a project will not be reflected until the project is summarized. ","A Global preference setting lets you choose to automatically summarize the project after assigning resources, so that summary data always reflects current resource usage. To choose this option, click the Administer menu and select My Preferences, then click the Global tab if not already displayed. In the Resources section, select Automatically summarize project after assigning resources. Click Save.","The list of resources you can select from is determined by your resource security privileges and individual resource's current project association. ","Assigning Resources to Unstaffed Activities","49190.htm");
Page[10]=new Array("Perform these steps to assign one or more resources to an activity.","To assign resources to an activity:","Click Projects.","On the Projects navigation bar, click Activities.","On the Activities page, select the activity to which you want to assign one or more resources and click the Assignments detail window.","In the Assignments detail window, click Assign...&nbsp;@ and select Resource.","In the Assign Resource dialog box:","Select the resources to assign and click Assign.","Tip","When assigning resources to activities, the list of available resources includes only the resources that belong to your access node, based on resource access, and resources who are currently assigned to the project.","When you assign a resource to an activity that does not have any resource assignments, the resource is identified as the primary resource. If you subsequently assign more resources to the same activity, you can change the primary resource assignment for the activity by selecting the Primary Resource option for one of the resources in the Assignments detail window. If the Primary Resource option is not displayed in the Assignments detail window, click @&nbsp;Customize&nbsp;View, expand General and click Primary Resource.","You can filter resources by open projects.  Filtering resources by open projects shows only the resources currently assigned to the project that is currently open.  ","Assigning Resources to Activities","51963.htm");
Page[11]=new Array("To view WBS or Project UDFs.","Click Administration.","On the Administration navigation bar, click Enterprise Data.","In the Enterprise Data pane, expand Projects.","To view WBS UDFs, click WBS UDFs.","To view Project UDFs, click Project UDFs.","To view Activity UDFs.","Click Administration.","On the Administration navigation bar, click Enterprise Data.","In the Enterprise Data pane, expand Activities and click Activity UDFs.","Viewing UDF Fields","51962.htm");
Page[12]=new Array("To view the budget:","Click Projects.","On the Projects navigation bar, click EPS.","On the EPS page, click @&nbsp;Customize&nbsp;View.","In the Manage Views dialog box:","Click the Columns tab.","Expand Budget in the Available Columns list and double-click Orginal Budget, Proposed Budget and Current Budget to add these columns to the Selected Columns list.","Click Apply.","Select a project or EPS element and then click the Budget Log detail window to view budget changes.","Tip","Click the column headers to sort the data. You can add additional column headers to facilitate sorting the data. For example, you can add the Business Unit column header to facilitate sorting the data by Business Unit.","Viewing Budgets","52870.htm");
Page[13]=new Array("To create a budget change request:","Click Projects.","On the Projects navigation bar, click EPS.","On the EPS page, select an EPS or project and click the Budget Log detail window.","Note You can also create budget change requests for a project or WBS element from the Budget Log detail window of the Activities page.","In the Budget Log detail window:","Click @&nbsp;Add (Ins) to add a budget log line item.","In the Amount field, enter a currency value.","In the Responsible field, enter the name of the responsible person or department.","In the Status list, select a status value for the proposed change.","On the EPS page, click Save.","Tip","In general, you should contact the person listed in the Responsible field to determine if the request is Approved or Not Approved.","Enter a reason for the proposed change in the Reason field. The program manager of the affected EPS node or the project manager of the affected project can append this field with a reason for approval or denial.","Modifying an Existing Budget","52872.htm");
Page[14]=new Array("To add a budget","Click Projects.","On the Projects navigation bar, click EPS.","On the EPS page:","Select an EPS element.","Click the Budget Log detail window.","In the Budget Log detail window:","In the Original Budget field, enter the original budget in units of currency.","Click @&nbsp;Add (Ins) to add a budget log line item.","In the Amount field, enter a currency value.","In the Status list, select a value. Select Pending to add the amount to the Proposed Budget total. Select Approved to add the amount to the Current Budget. Select Not Approved to keep only a record of the budget change line item.","On the EPS page, click Save.","Repeat these steps with the following variations:","On the EPS page, repeat for each project or template within an EPS element.","On the Projects navigation bar, click Activities.","On the Activities page, repeat for each project, template, or WBS.","Adding Budgets","52871.htm");
Page[15]=new Array("The ERP Sync Status field is set during the synchronization process to one of the following values:","New project","Will not be integrated with ERP system","Ready to be integrated to ERP system","Already integrated with ERP system","To view the ERP Sync Status field:","Click Projects.","On the Projects navigation bar, click EPS.","On the EPS page, click @&nbsp;Customize&nbsp;View.","In the Manage Views dialog box:","Click the Columns tab.","Expand Project Codes in the Available Columns list and double-click ERP Sync Status to add it to the Selected Columns list.","Click Apply.","Viewing the ERP Sync Status Field","49196.htm");
Page[16]=new Array("When a project is ready to be imported from P6 to PeopleSoft Program Management for the first time, you need to manually set the ERP Sync Status field for the project to &quot;Ready to be integrated to ERP system&quot;.&nbsp; The Synchronize Net-New Projects process, which is initiated in the PeopleSoft application, uses this field to determine which projects should be imported.  When the Synchronize Net-New Projects process runs, it selects all P6 projects with an ERP Sync Status of &quot;Ready to be integrated to ERP System&quot; for importing into PeopleSoft Program Management.&nbsp; After the project(s) have been imported into PeopleSoft, the synchronization process updates the ERP Sync Status field to &quot;Already integrated with ERP system&quot; for all projects successfully imported.&nbsp; You should not update the ERP Sync Status field for these imported projects after the initial synchronization.","To set the ERP Sync Status field:","Click Projects.","On the Projects navigation bar, click EPS.","If the ERP Sync Status column is not visible, then perform the following step:","On the EPS page, click @&nbsp;Customize&nbsp;View.","In the Manage Views dialog box:","Click Columns.","Expand Project Codes in the Available Columns list and double-click ERP Sync Status to add it to the Selected Columns list.","Click Apply.","Select a project.","In the ERP Sync Status field, enter Ready to be integrated to ERP system project code value.","Setting the ERP Sync Status field","49201.htm");
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/*
Date: 12/11/2025 7:45 PM
Source: EPPM_25_dev
BookID: 51733
PubProduct: PRIMAVERA_EPPM
BookTitle: PeopleSoft Program Management User Guide for On-Premises
Version: Version 25
Lang:	en
*/
