Setting up Insights Dashboards for Project Cost Analytics

PeopleSoft Project Costing delivers four Insights dashboards to analyze project cost information using different visualizations.

To set up Insights dashboards:

  1. See Reporting Roll Up Calendars section in Installation Options - Project Costing Page to determine how the system summarizes the Project Transaction table by week, month, quarter, and year.

  2. Use the Deploy Search Definition page to deploy the search definition (PeopleTools, Search Framework, Administration, Deploy/Delete Object)

    The PeopleSoft Project Costing search definition is EP_PC_PROJ_RES_KIB.

    See Search Definitions and Privileges for a list of Project Costing search definitions.

  3. Use the Schedule Search Index page to run the Build Index process (PeopleTools, Search Framework, Administration, Schedule Search Index).

    Note: Data Index By Data Partition option is available for EP_PC_PROJ_RES_KIB. The system splits all the data from the selected date range into a number of partitions and then indexes these chunks in parallel.

    For more information on Index By Data Partition option, refer Partitioning Application Data in the Search Index Build Process Using Data Partition in PeopleTools documentation (Search Technology, Administering PeopleSoft Search Framework, Working with Search Indexes).

    The first time you run this process for a search index, you should always select Full Index as the Indexing type. You can run incremental indexes after that.

  4. Use the Deploy Insights Dashboards page to deploy the dashboard and the tile (PeopleTools, Search Framework, Administration, Deploy Insights Dashboards).

    When you deploy a dashboard, you are copying the dashboard from the PeopleSoft database to your instance of PeopleSoft Insights. The deployed dashboard is then available on the Saved Objects page in the Management section on the Insights home page. Use the Deploy Insights Dashboards page to deploy or update a dashboard. For more information on Deploying a Dashboard, see PeopleTools:Search Technology, Working with Insights Dashboards for PeopleSoft Application Data, Deploying a Dashboard.

  5. Use the Personalize Homepage Page to add the tile to a homepage.

  6. Use the User Roles page to add the privileges to users (PeopleTools, Security, User Profiles, User Profiles).

    The PeopleSoft Project Costing privileges are:

    • Insights PC Edit Privilege

    • Insights PC View Privilege

    For the required privileges, see Search Definitions and Privileges.