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Posts Tagged ‘PeopleSoft’

Every Quarter Equals New Functionality

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PeopleSoft Selective Adoption

The recent blog title from the Quest International Users Group – “PeopleSoft Is Alive and It’s Time to Adopt” caught my attention because it’s what we’ve been sharing with our customers for the past few years.

While a rip and replace cloud strategy might be the right direction for some, those who have invested in PeopleSoft are still getting value and have the ability to walk cautiously to the cloud vs running. This is made possible by Oracle’s continued investment in PeopleSoft. Quest opens with a quote from Paco Aubrejuan, “If you don’t believe what we say, look at what we do.” Every quarter = new functionality. 

MIPRO’s website is a great resource for all the new PeopleSoft features. https://www.miproconsulting.com/resources/new-pum-features/

If you have any questions regarding PeopleSoft’s new features/functionality reach out to us – we are here to help.

 

Idea Spaces – My Oracle Support Community

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Idea spaces, which can be found under My Oracle Support Communities (you will need an Oracle login and password to access) are not new to the Oracle site but have taken on greater value under the new continuous delivery model. Through Idea Spaces, individuals can submit enhancement requests, rate submissions made by others, share information and best practices and have direct input into the enhancements and changes being made to the applications.

In a recent PeopleSoft Talk with Marc Weintraub: Featuring Rebekah Jackson Rebekah touched on Idea Spaces as an important area of the My Oracle Support Community. This is a valuable tool for individuals to leverage the new continuous delivery model we now live in.

Next time you have an idea on how to enhance or improve an application within your PeopleSoft applications, logon to your My Oracle Support and voice your opinion on Idea Spaces. You can’t complain if you don’t vote!

Be sure to check-out the full version of the PeopleSoft Talk session with Rebekah to hear more about some of the exciting enhancements and changes planned for both PeopleSoft HCM and ERP in 2017.

If you have any questions regarding Idea Spaces or any PeopleSoft questions at, all we are here to help. Contact us anytime.

FSCM Configured Navigation Collections

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Today we are going to describe how to create your own configurable Navigation Collections. This is a follow up blog to a previously written blog about the entire list of FSCM Navigation Collections available in FLUID and how to make them available not only on the FLUID Homepage, but also in the FLUID Navigator. If you missed the previous blog you can click this link to read it today.

First, you must create a Navigation Collection in classic mode. We have discussed creating classic Navigation Collections in previous blogs and video blogs so I won’t go into the details here. But creating that classic Navigation Collection is step 1.   In this case, we will name it Fluid Test.

Navigation Collections 1

Once you have the Navigation Collection saved, we now must enable it for Fluid. That first step is to go to the Tile Wizard. Peopletools>Portal>Tile Wizard. Here we are going to create a new tile.

Navigation Collections 2

First step in creating the tile is to name it and give it a title. Name is stored in the database, the title will appear to the end users.

Navigation Collections 3

Next up, we select our data type of Navigation Collection. Find the collection name we just created, make it optimized and collapsible. Both of those are options.

Navigation Collections 4

It will default the target page name, give it an Owner ID. In this case our Navigation Collection is about requisitions so I gave it an owner of Purchasing. Make it public.

Navigation Collections 5

Up next, the display properties. These options default to the choice that is most optimized for Navigation Collections.

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Review and click Publish.

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You will now see your Navigation Collection Tile available in the list of tiles.

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From the Homepage, select Personalize Homepage.

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Select Add Tile.

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Select Add Tile and search for the Tile you created.

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Select it and save it and it will appear on your Homepage when you return to the Homepage.

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Click on it, and it will present that configured navigation collection.

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If you would like more information on FLUID or FLUID Navigation collections, please email me at larry.zagata@miproconsulting.com.

ERP or CMMS?

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ERP 1If you’re planning on growing your business ERP is the way to go for today…and tomorrow.

There have been many articles written about the pros and cons of each of these options for handling your maintenance and facilities management functions. They range from cost, flexibility, ease of use and complexity. It doesn’t matter what side of the fence you stand on, in today’s fast paced and dollar conscious work environments it’s important to pick the option that will give you both short and long term results.

Why choose an ERP (Enterprise Resource Planning) over a CMMS (Computerized Maintenance Management System) you ask? That’s a very good question, and to be completely transparent here, yes I support an ERP product (PeopleSoft), with a focus on Maintenance Management. I came to this role through a Facilities Management background – I’ve used both and I’ve had success with both but have found more benefits and savings and fewer headaches with an ERP.

First let’s just look at the definitions of the two different types of systems:

ERP – Enterprise Resource Planning:  Business process management software that allows an organization to use a system of integrated applications to manage the business and automate many back office functions related to technology, services and human resources.[1]

CMMS – Computerized Maintenance Management System: A software package that maintains a computer database of information about an organization’s maintenance operations.[2]

For me, the limitations of a CMMS are stated clearly and simply by its name – it’s a single, stand-alone application.

If you aren’t using any portion of an ERP system and your current systems are giving you the reporting and analysis that you need then it may be to your advantage to stick with what you’re using. But having a stand-alone system isn’t like marriage – you’re not committed to it forever. You have choices and as technology improves it’s a good idea to explore an ERP option just to make sure that what you’ve got is the best that you can have for your business today…and tomorrow.

ERP 2If you are integrating multiple systems, you know the headaches this can create. Here is a “simple” view of a multisystem integration map. Just looking at it is mind boggling and combining data for analysis can be as challenging, and frustrating, as reading this map.

On the other hand, if you’re using any module of PeopleSoft ERP today with a stand-alone, non-integrated CMMS you’re not getting the full potential out of either system. You have some data in one application, other data in others – and most of the time that information has to be merged together for accurate reporting and analysis. What system is your source of truth?

In my opinion, one of the primary benefits of an integrated solution is cost savings. Cost savings through the elimination of custom integrations and the time savings achieved through having all of your data in one application. This is especially important when it relates to your maintenance and facilities management – the ability to tie all of your work order costs to an asset to get a true picture of overall performance and costs is invaluable. Imagine having your purchasing, your asset management and your preventive/maintenance management functions all in one application. This alone is well worth the time to explore the advantages of PeopleSoft’s ERP system.

ERP 3Unlike the mind-boggling map above showing integrations of multiple systems, this map of the Maintenance Management module in PeopleSoft displays clean connections with other modules of the application. The integration points that are so critical to analyzing your costs and assets is built in for you. This is your source of truth.

At the end of the day you may be exactly where you need to be and your current solutions are the best choice for you – you’ll never know unless you compare. Remember, you’re not married to your current stand-alone system, so it’s ok to do a little looking around for the right system for you today…and tomorrow all in one application.

If you have any questions about PeopleSoft Maintenance Management 9.2, or any other modules within PeopleSoft please contact Robin Cole or Larry Zagata.

[1] www.webopedia.com/TERM/E/ERP.html

[2] https://en.wikipedia.org/wiki/Computerized_maintenance_management_system

Innovations Highlighted at the 31st International Maintenance Conference

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International Maintenance Conference

There continues to be exciting advancements around the use of technology in supporting Maintenance and Reliability initiatives.  While attending the 31st Annual International Maintenance Conference, presenters and vendors shared how the maintenance and reliability community is adopting and adapting technology.

Presenter Russ Parrish, from CBRE, led a session titled “Reliability-Based Maintenance in the Year 2030:  The Art of the Possible.”  During that session, Russ highlighted technology advancements that are available TODAY, many of which were featured at the conference, including:

  • Drones/Unmanned Aerial Vehicles (UAVs)
  • Industrial Internet of Things
  • Predictive and Prescriptive Analytics
  • Cognitive Computing
  • Robotics
  • Autonomous Vehicles
  • Asset Information Management
  • Building Information Modeling (BIM)
  • Augmented Reality

In what ways is your organization looking to the future, leveraging these and other technologies?  Share your thoughts with us. Comment on this blog or feel free to email me.

Ease of Use – Millennial PeopleSoft

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PeopleSoft 9.2 Dashboards, WorkCenters and PeopleSoft FUI 

Happy New Year!!

PeopleSoft 9.2 Dashboards, WorkCenters and PeopleSoft Fluid User Interface (FUI) will turn your current PeopleSoft system into a modern, up-to-date system and, most important – make the system more user friendly and just plain easier to use.

While many companies have upgraded to PeopleSoft 9.2, and many others are still planning to, we have found that most clients who have upgraded have yet to really take advantage and leverage the latest enhancements and updated value available for their organizations to use.  It is one thing to keep up with the new features and benefits through the current 9.2 Selective Adoption systematic process with the regular PUM Image Updates, but everyone should give serious thought to modernizing the “ease of use” and updated “look and feel” by changing the user interface to the latest Fluid User Interface (FUI) and by using the new personalized Dashboards and WorkCenters.  These new enhancements meet the objective of many organizations in offering modern current tools to attract new hires and for their “Millennials” to work with.

Below are links to a number of articles from our MIPRO Blog (where there is a lot of useful information) which will give you a good overview of what these are all about and how you might take advantage and leverage these new capabilities.  There are more articles out there to read, so below are several that might introduce the concepts for your consideration

PeopleSoft 9.2: Dashboards vs. WorkCenters. Over the course of a few presentations we’ve watched as well as several discussions we’ve had, we’ve come to notice there is some confusion between Dashboards and WorkCenters in PeopleSoft 9.2. So, we’d like to clarify to make sure these two terms don’t get conflated or swapped. It’s the old adage: if one person has a question about something, rest assured others do too. So, Dashboards vs. WorkCenters…….

FSCM PUM Image 12 – Pricing Manager WorkCenter On May 6th, Oracle released Image 12 for PeopleSoft FSCM. One of the enhancements released was the Pricing Manager WorkCenter in Order Management; it is designed to streamline the daily functions for power users. The Pricing Manager WorkCenter contains the pricing dashboard, alerts, additional analytics, reports and queries and links to the most common work functions in Order Management…

PeopleTools 8.55 – Fluid User Interface Enhancements Posted July 6, 2016 with the release of PeopleTools 8.55, those that have upgraded have realized the value in many of the new features this version offers. There are significant enhancements in the areas of dashboards, reporting, analytics, query and the all-important update manager (all of which we will discuss in future blogs). The one area that is receiving …

Fluid Dashboards. There has been a lot of discussion on new functionality and features with Fluid User Interface (FUI) that have been delivered since the release of PeopleTools 8.54. Now with the release of Tools 8.55, FUI extends itself into the technology area in several ways:

  • PeopleTools Health Center
  • PUM Dashboard
  • FLUID Dashboards
  • FLUID Related Content

PeopleSoft Fluid and Classic WorkCenter Scope.  PeopleSoft Fluid and Classic WorkCenter Scope was introduced in PeopleSoft FSCM Update Image 19 in June 2016. If enabled, PeopleSoft Fluid and Classic WorkCenter Scope allows the end user to select filters to better narrow, or filter, the content in their WorkCenter. One scope or multiple scopes can be defined. When the end user changes scopes, they are changing the set of filter values applied to all the configured My Work links. This gives them the ability to quickly change between work for different operations with one drop down list selection.   Users may want to setup scopes for different regions, groups of buyers, groups of business units, etc.  Here is an example for WorkCenter Scope setup in the Billing WorkCenter…….

PeopleSoft Image 20 – Fluid Forms and Approval Builder.   As we have been discussing over the last few weeks on Unfiltered, Oracle has released PeopleSoft Financials/Supply Chain Update Image 20.  In this week’s feature of Unfiltered, we are going to highlight another specific subset of the more than two dozen features included in the new PeopleSoft Image: Fluid Forms and Approval Builder. If you missed our previous blogs follow the links at the bottom to catch up…..

Improve Your Efficiency with PeopleSoft – Part 1  PeopleSoft Personalized Homepage Dashboards Looking for a great way to easily improve your efficiency with PeopleSoft and greatly improve your ability to manage and prioritize your work? Then you should consider configuring personalized PeopleSoft Homepage Dashboards and WorkCenters for your users. Today we will take a look at personalized Homepage Dashboards and next week we.…

Improve Your Efficiency with PeopleSoft – Part 2  PeopleSoft WorkCenters are another great tool to Improve Efficiency. Last week on our blog we talked about one way to easily improve your efficiency with PeopleSoft – personalized Homepage Dashboards! If you missed last week’s blog – click here to see what you missed. Today, we are going to talk about another way to improve.…

When you would like to discuss these in detail, just let us know and we can arrange for that. These can make a big difference to your users and they do make it look like a different system, by being more intuitive and “user friendly,” but with the technology that you already have in place. You don’t need a new system to do that – you just need to update the one that you already have in place. Feel free to email us at bob.neely@miproconsulting.com or Larry.zagata@miproconsulting.com

PeopleSoft Partner Summit

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peoplesoft partner summit

Having attended the PeopleSoft Partner Summit, MIPRO Consulting is energized by all the opportunities we have to assist PeopleSoft customers.  PeopleSoft’s commitment is stronger than even and is laser-focused on customer value.  New products like the PeopleSoft Cloud Manager will provide customers the best of both worlds, the outstanding functionality of PeopleSoft as well as the ability to manage all and/or some of their environments in Oracle Cloud. The possibilities are endless.

In the HCM sessions modernizing of self-service, delivering the new fluid total rewards in Image 20 to the upcoming Self-Service for Position Management were exciting.  Along with simple features like the ability to now store attachments in self-service, coupled with all the new analytics on the roadmap, PeopleSoft continues to demonstrate their commitment focused on customer value.

To learn more about the PeopleSoft Partner Summit click here to read Mark Weintraub’s recap which was posted on the Oracle Blog.

As always, feel free to reach out to us at any time with any of your PeopleSoft related questions.

Configurable Analysis Framework

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PeopleSoft Applications 9.2 Update Image 10 added the Configurable Analysis Framework (CAF) which allows administrators to use a common framework to configure end-user pages to analyze cross-application data.   This is a powerful and useful component to the 360 degree supplier.

The data can be viewed in analysis mode and comparison mode. Analysis mode focuses on a single supplier while comparison mode can view data across multiple suppliers. Since most people are familiar with the 360 degree view by now, let’s look at the comparison mode.

When in analysis mode, next to the supplier name is a chart, click on the chart to enter comparison mode.

analysis-framework-1

There are two major decisions to be made at comparison mode. The first is to choose what suppliers to compare by clicking on the Suppliers drop down.

analysis-framework-2

Drop and drag all of the suppliers you want to compare and click OK.

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You will see the suppliers you selected in a grid or table format.

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The second major decision that needs to be made is the metrics that you want to compare between the two suppliers. You do this by clicking on the Metrics tab.

analysis-framework-5

Clicking on Choose Displayed Metrics will then allow the user to select the metrics to compare. Simply drop and drag from the available metrics list to the selected and click OK.

analysis-framework-6

The comparison chart will be displayed with the metrics on the left in rows and the suppliers in columns.

analysis-framework-7

This can really provide some valuable information when comparing suppliers and making decisions about what suppliers to engage with on an opportunity. If you would like more information on comparison analysis mode, please contact me at larry.zagata@miproconsulting.com.

PeopleSoft Fluid and Classic WorkCenter Scope

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PeopleSoft Fluid and Classic WorkCenter Scope was introduced in PeopleSoft FSCM Update Image 19 in June 2016. If enabled, PeopleSoft Fluid and Classic WorkCenter Scope allows the end user to select filters to better narrow, or filter, the content in their WorkCenter. One scope or multiple scopes can be defined. When the end user changes scopes, they are changing the set of filter values applied to all the configured My Work links. This gives them the ability to quickly change between work for different operations with one drop down list selection.   Users may want to setup scopes for different regions, groups of buyers, groups of business units, etc.

Here is an example for WorkCenter Scope setup in the Billing WorkCenter.

As you can see from the image below, there are multiple scopes defined for geographic regions. Users can configure their own scope based on the criteria needed.

workcenter-scope-1

When a new scope is selected, the work information in My Work changes to reflect the content of that scope.

workcenter-scope-2

To edit the scope, click on the pencil and it will bring up the current scopes. You can edit or add.

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If we look at North America, we can see the scope matches that content in My Worklist.

workcenter-scope-4

Clicking on the edit, allows us to define what is going to be presented in that worklist. For instance if we edit invoices not finalized, we can see the filter options available to the user.

workcenter-scope-5

workcenter-scope-6This can present some good options for users if they do work across business units, work certain invoices, billing specialists work a joint list, etc.

If you would like more information on PeopleSoft Fluid or Classic WorkCenter Scope or have any other questions, please contact me at larry.zagata@miproconsulting.com.

Creating a FLUID Pivot Grid Tile

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Recently we discussed FLUID Tiles around FLUID Navigation Collections. If you missed our blog about creating FLUID Tiles – Click Here.

Newer with FLUID is the ability to create a FLUID Pivot Grid Tile which makes these pivot grids more accessible via mobile. Let’s walk through creating a FLUID Pivot Grid Tile and report.

Before you can start creating the FLUID Pivot Grid Tile, you have to create a query and then create the pivot grid. We have prior blogs on that topic so we won’t discuss that here but will assume that the pivot grid is already created. However, if you didn’t read those blogs yet, Click here to view our Blog about Pivot Grids.

As with the Navigation Collections, we start with our TILE WIZARD.

First, give your Tile a name and title.

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Next, select pivot grid as your data type and choose the name of the pivot grid that you created.

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Choose the Owner ID, the Parent and make sure it is public.

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Next, create the tile size, give it a refresh rate if applicable, and make it interactive or not along with auto-sizing and resizing – all of these are options for you to consider. Identify whether the FLUID Tile can be on a Homepage, Navbar or Dashboard.

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Review and hit the PUBLISH button.

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Personalize your Homepage as described in prior blogs.

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You will see the Pivot Grid Tile available on the homepage selected. Notice it is a preview of the results.

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Click on the Pivot Grid Tile and the pivot grid report presents itself.

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If you would like any additional information on Pivot Grid FLUID Tiles, please contact me at larry.zagata@miproconsulting.com

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