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Project Budgeting: Design Considerations for PeopleSoft ERP Implementations

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The information presented here represents the thinking of the ... Ex: Primavera, MS Projects. Asset Mgmt. Expenses. Payables. Purchasing. Inventory. Receivables ... – PowerPoint PPT presentation

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Title: Project Budgeting: Design Considerations for PeopleSoft ERP Implementations


1
Project BudgetingDesign Considerations for
PeopleSoft ERP Implementations
  • State of Delaware
  • Bill Willis, Ralph Prettyman,
  • Brian Valeski, Sacha Nelson, Xiaofei Ni

2
Agenda
  • Introduction
  • Purpose
  • Background
  • GL Chartfield Structure
  • Projects Structure
  • Costing Structure
  • Coupled Model Architecture
  • Decoupled Model Architecture
  • Model Implications
  • Additional Design Considerations
  • Question and Answers

3
Introduction
  • Disclaimer
  • The topics discussed today presume working
    familiarity with PeopleSoft Commitment Control
    and PeopleSoft Project Costing functionality.
  • The information presented here represents the
    thinking of the Delaware ERP Project Costing Team
    with regard to DOT challenges, not necessarily
    the thinking of DelDOT itself.

4
Purpose
  • Objectives of this presentation are
  • To provide a framework to assess how to best
    support DOT business processes using PeopleSoft
    functionality.
  • To provide a common vocabulary to assess design
    strategies.
  • To initiate a roundtable discussion in order to
    peer review conclusions

5
Background Delaware ERP
  • Currently Delaware ERP is in the Requirements
    phase
  • Statewide Implementation
  • Go-Live Feb. 09.
  • PeopleSoft 8.9

6
Modules To Be Implemented
  • Delaware is implementing 13 modules and upgrading
    HCM from 8.8 to 8.9

First State Financials (PeopleSoft Financials)
13 modules
Asset Management
General Ledger
Billing
Grants Management
Cash Management
Payables
Commitment Control
Project Costing
Contracts
Purchasing
eProcurement
Receivables
Expenses
PHRST (PeopleSoft Human Capital Resource
Management)
Benefits
Payroll
Human Resources
Time Labor
7
Module Integration
Purchasing
Budgets
eProcurement
Inventory
General Ledger
Payables
Commitment Control
Project Costing
Expenses
3rd Party Applications Ex Primavera,
MS Projects
Time Labor
Receivables
Payroll (PHRST)
Asset Mgmt
Contracts
Grants
Billing
Project Costing Integration with other PS
Applications
8
Background - Proposed GL Chartfields
9
Background - Delaware Project/Activity Structure
10
Background - Delaware Project/Activity Structure
11
Background - Additional Information
  • Currently, Delaware ERP is implementing the
    following
  • Single GL Business Unit (Strong Controller
    Model)
  • 5 GL Commitment Control Ledger Groups (in
    addition to Project Budgets)
  • Operating (Appropriation)
  • Appropriated Special Funds (ASF)
  • Non Appropriated Special Funds (NSF)
  • Appropriation Type
  • Lower Level Budgets

12
Background - Proposed Projects Chartfields
13
Model Architecture
  • Coupled Approach
  • Operating/Project Budgets Linked
  • Operating/Project Budgets share key and
    translation chartfields
  • i.e Appropriation, Fund, Account, etc.
  • Dual Control Structure
  • Yearly View

14
Model Architecture - Coupled
15
Model Architecture
  • De-Coupled Approach
  • Operating/Project Budgets not linked
  • Operating/Project Budgets do not share key and
    translation chartfields
  • Operating Budgets enforce control on key GL
    chartfields
  • Project/Activity/Lower Level Budgets enforce
    control at the Project level
  • Project View

16
Model Architecture - Decoupled
17
Model Implications
  • Coupled Approach focuses on yearly appropriation
    (yearly view) Statutory Intent
  • Decoupled Approach focuses on a project
    life-cycle Managerial Intent

18
Key Questions
  • What is the GL architecture?
  • Number of GL business units
  • Ruleset/Keys and Translations
  • Are you implementing/using Grants?
  • What is your organization relationship with
    Department of Accounting/OMB?
  • What type of control structure are you
    implementing for Projects Budgets?
  • What type of splitting are you using?

19
Discussion
Questions and Answers
Questions and Answers
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