PeopleSoft Products
Welcome to the PeopleSoft Enterprise Performance Management Foundation for Analytical Applications and Performance Management Warehouse 8.9 PeopleBook that describes how to set up Enterprise Performance Management (EPM) Foundation and use the EPM Foundation tools.
This preface discusses:
PeopleSoft products.
EPM documentation set.
Additional documentation resources.
Common elements used in the EPM documentation set.
About these PeopleBooks.
Deferred processing in EPM.
PeopleSoft Products
This PeopleBook refers to these PeopleSoft products:
PeopleSoft Enterprise Activity-Based Management 8.9 PeopleBook
PeopleSoft Enterprise Planning and Budgeting 8.9 PeopleBook
PeopleSoft Enterprise Scorecard 8.9 PeopleBook
PeopleSoft Enterprise Global Consolidations 8.9 PeopleBook
PeopleSoft EPM Documentation SetPeopleSoft EPM includes the following set of PeopleBooks:
About These PeopleBooks
Provides information on using PeopleBooks and managing the online library. It also contains a glossary of PeopleSoft terms.
PeopleSoft Enterprise Performance Management Foundation for Analytical Applications and Performance Management Warehouse 8.9 PeopleBook
Provides information needed to complete the core setup for all EPM analytical applications and functional warehouses. This PeopleBook also describes the system architecture, the mapping of data into EPM Foundation, and the EPM Foundation tools.
PeopleSoft Enterprise Performance Management Warehouse 8.9 PeopleBook
Provides information needed to implement and use the PeopleSoft functional warehouses.
PeopleSoft Enterprise Activity-Based Management 8.9 PeopleBook
Provides information needed to implement and use the PeopleSoft Enterprise Activity-Based Management application.
PeopleSoft Enterprise Financials Services Industry 8.9 PeopleBook
Provides information needed to implement core functionality and processes shared by all Financial Services Industry applications (Risk-Weighted Capital and Funds Transfer Pricing).
PeopleSoft Enterprise Planning and Budgeting 8.9 PeopleBook
Provides information needed to implement and use the PeopleSoft Enterprise Planning and Budgeting application.
PeopleSoft Enterprise Customer Behavior Modeling 8.9 PeopleBook
Provides information needed to implement and use the PeopleSoft Enterprise Customer Behavior Modeling application.
PeopleSoft Enterprise Demand Planning 8.9 PeopleBook
Provides information needed to implement and use the PeopleSoft Enterprise Demand Planning application.
PeopleSoft Enterprise Common Components 8.9 PeopleBook
Provides information on common components in the PeopleSoft EPM database.
PeopleSoft Enterprise Performance Management Portal Pack 8.9 PeopleBook
Provides descriptions of the PeopleSoft Enterprise Performance Management pagelets by application. This PeopleBook also provides a detailed listing of the Key Performance Indicators (KPIs) delivered as part of the PeopleSoft Investor Portal and PeopleSoft CFO Portal Solutions. The implementation and processes shared by all applications using KPIs are described in the PeopleSoft Enterprise Scorecard 8.9 PeopleBook.
PeopleSoft Enterprise Scorecard 8.9 PeopleBook
Provides information needed to implement and use the PeopleSoft Enterprise Scorecard applications. This information is also required to implement Customer Scorecard, Healthcare Scorecard, Project Portfolio Management, Supplier Rating System, Workforce Scorecard and the CFO and Investor Portal Key Performance indicators (KPIs).
PeopleSoft Enterprise Funds Transfer Pricing 8.9 PeopleBook
Provides specific information needed to set up and use the PeopleSoft Funds Transfer Pricing application. The common setup for all Financial Services Industry applications (Risk-Weighted Capital, and Funds Transfer Pricing) is documented in the PeopleSoft Enterprise Application Fundamentals for Financial Services Industry PeopleBook.
PeopleSoft Enterprise Global Consolidations 8.9 PeopleBook
Provides information needed to implement and use the PeopleSoft Enterprise Global Consolidations application.
PeopleSoft Enterprise Inventory Policy Planning 8.9 PeopleBook.
Provides information needed to implement and use the PeopleSoft Enterprise Inventory Policy Planning application.
PeopleSoft Enterprise Project Portfolio Management 8.9 PeopleBook
Provides information needed to complete implementation of the PeopleSoft Enterprise Project Portfolio Management application as well as a detailed listing of the delivered Key Performance Indicators (KPIs). The implementation and processes shared by all applications using KPIs are described in the PeopleSoft Enterprise Scorecard 8.9 PeopleBook.
PeopleSoft Enterprise Risk-Weighted Capital 8.9 PeopleBook
Provides specific information needed to set up and use the PeopleSoft Risk-Weighted Capital application. The common setup for all Financial Services Industry applications (Risk-Weighted Capital, and Funds Transfer Pricing) is documented in the PeopleSoft Enterprise Financials Services Industry 8.9 PeopleBook.
PeopleSoft Enterprise Sales Incentive Management 8.9 PeopleBook
Provides information needed to implement and use the PeopleSoft Enterprise Sales Incentive Management application.
PeopleSoft Enterprise Sales Incentive Management for High Tech and Industrial 8.9 PeopleBook
Provides a description of the PeopleSoft Enterprise Sales Incentive Management for High Tech and Industrial Template.
PeopleSoft Enterprise Supply Planning 8.9 PeopleBook
Provides information needed to implement and use the PeopleSoft Enterprise Supply Planning application.
PeopleSoft Enterprise Supplier Rating System 8.9 PeopleBook
Provides information needed to complete implementation of the PeopleSoft Enterprise Supplier Rating System application as well as a detailed listing of the delivered Key Performance Indicators (KPIs). The implementation and processes shared by all applications using KPIs are described in the PeopleSoft Enterprise Scorecard 8.9 PeopleBook.
PeopleSoft Enterprise Workforce Analytics 8.9 PeopleBook
Provides information required to implement PeopleSoft Enterprise HRMS Warehouse, Workforce Rewards, and Workforce Planning.
PeopleSoft Enterprise Workforce Analytics Applications 8.9 PeopleBook
Describes the common setup and processing information for Workforce Analytics Applications.
PeopleSoft Enterprise Workforce Planning 8.9 PeopleBook
Provides implementation and processing information for Workforce Planning, including assessing and managing workforce competency.
PeopleSoft Enterprise Workforce Rewards 8.9 PeopleBook
Provides implementation and processing information for Workforce Rewards, including managing workforce compensation, base pay structure, retention strategy, and compensation planning.
Other PeopleBooks included with this documentation set are:
PeopleSoft Catalog Management
PeopleSoft Common Partner Registration
PeopleSoft Data Transformer
These PeopleBooks describe additional applications. To find out more about these applications, review the documentation provided.
Common Elements Used in the PeopleSoft EPM Documentation Set
This section lists common elements used in PeopleSoft EPM.
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SetID |
Provides the ID code for a tableset. A tableset is a group of tables (records) necessary to define your company's structure and processing options. |
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Effective Date |
Establishes the date the row in the table becomes effective. It determines when you can view and change the information. Pages and batch processes that use the information use the current row. |
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Status |
Indicates whether a row in a table is active or inactive. You cannot select inactive rows on pages or use them for running batch processes. |
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Description |
Allows freeflow text up to 30 characters that describes what you are defining. |
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Run Control ID |
Identifies specific run control settings for a process or report. |
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Report ID |
Identifies the report. |
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Program Name |
Provides the Enterprise Performance Management program name for which you are running the report or process. |
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When |
Specifies the frequency with which you want to run a process. You can choose Once, Always, or Don't. |
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Last Run On |
Indicates the date the report or process was last run. |
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As Of Date |
Indicates the last date for which the report or process includes data. |
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Scenario ID |
Provides an identifier for a specific scenario. |
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Model ID |
Provides an identifier for a model. A model uniquely identifies the types of data you want to include in a scenario. For example, you might want to review revenue by region—a very high-level scope. Or, if you use Activity-Based Management, you might want to review only those activities that relate to a certain product line for certain types of resources—a very narrow scope. |
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Fiscal Year |
Specifies the fiscal year for your scenario or process run. |
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Period |
Specifies the accounting period for the object being defined or process being run. |
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Job ID |
Specifies an instance of an engine. |
About These PeopleBooks
A companion PeopleBook called About These PeopleBooks contains general information, including:
Related documentation, common page elements, and typographical conventions for PeopleBooks.
Information about using PeopleBooks and managing the PeopleBooks Library.
A glossary of useful PeopleSoft terms that are used in PeopleBooks.
Deferred Processing in PeopleSoft EPMSeveral pages in PeopleSoft EPM operate in deferred processing mode. Most fields on these pages are not updated or validated until you save the page or refresh it by clicking a button, link, or tab. This delayed processing has various implications for the field values on the page. For example, if a field contains a default value, any value that you enter before the system updates the page overrides the default. Another implication is that the system updates quantity balances or totals only when you save or otherwise refresh the page.
About These PeopleBooks
A companion PeopleBook called About These PeopleBooks contains general information, including:
Related documentation, common page elements, and typographical conventions for PeopleBooks.
Information about using PeopleBooks and managing the PeopleBooks Library.
Information on the International Organization for Standardization (ISO) country and currency codes used within PeopleBooks.
A glossary of useful PeopleSoft terms that are used in PeopleBooks.
See Also
About These PeopleBooks Preface
Managing the PeopleSoft Online Library and PeopleBooks
ISO Country and Currency Codes