102650 PeopleSoft Projects (ESA), Asset Lifecycle ...

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

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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ESA Overview

4

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 5

ContemporaryLegislative Versatile

Enterprise Services Automation (ESA)


• ACM and DHHS File Formats DELIVERED

• Minimal Effort to Implement

• Utilizes the PeopleSoft Data Export Import Utility (DEIU)


Import Letter of Credit Funding into Contracts


LOC Doc ID Discrepancies

Funding Limit Discrepancies


Review Funding Limit Discrepancies


• Assign LOC Doc IDs to Contract Lines from your Imported File


Streamline Update of Contract Lines


Extend End Dates Across Modules


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


Versatile: Fluid Approval Page Composer for Project Requests & Program BudgetsPeopleSoft ESA Update


• 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


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)


Contemporary: Text Receipts to My Wallet with Twilio Integration


Previously After Enhancement

Multiple Credit Card Integration Overview

16

Expense Report Entry

My Travel Wallet

Expense Report Entry

My Travel Wallet


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



• 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



• Card Issuer – New Field

Enhanced Payment Type Mapping

19


Multiple CC IntegrationEnhanced Load External Data Sources

20

• Card Issuer – New Field


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


PeopleSoft Page and Field Configurator


Configure Page Labels and Other Behaviors Without Triggering a Customization


• 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



Predictive: Project Costing Simplified Analytics


• 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


New Contracts Fluid Homepage


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


• 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


Prioritize Tasks Using the New Grants Homepage


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


My Preferences – Track the Awards Important to You


Fluid Pivot Grids with Grants Content


Milestones Grouped

Overdue

30 days 60 days 90 days


Filter Results & Use Related Actions to Complete the Task



Expiring Letter of Credit Funds


Available Funds by LOC Doc ID


Awards Getting Ready to Expire


Filter on # Days to Quickly Prioritize

Extend End Date Using Related Action



Asset Lifecycle Management (ALM)


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


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


Shared Product Functionality

38



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


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.)

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Activity Guide

43

Migration Tasks

Attend Deep Dive Session 102640 – Weds 9:15


Versatile

• Cost Adjust/Transfer Asset

• Define Tax/Depreciation Criteria

• Transaction Reversal

• Asset Retirement Obligation Measurement

• Retire/Reinstate Asset

51

Transaction Comments and Attachments


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


Versatile

NEW! Configure auto-assignment by work order source

53

Auto-Assignment of Labor Resources by Crew and Employee ID


Versatile

NEW! Configure auto-assignment for assignment to Shop Primary Scheduler or Crew Leader

54



Versatile

NEW! Crew and Employee ID added to PM Schedule, Loop Schedule, and Location Schedule

55



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


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


VersatilePreventive Maintenance Schedules for Disposed Assets

60


VersatileAsset Profile Status

61


ContemporaryExtend Maintenance Management to Field Technicians with Mobile Technician


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


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


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


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.



• 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


• 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


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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