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#PSRECONNECT
SpearMC Consulting – Steve Kelly
7/17/2019
Extending PeopleSoft WorkCenters
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#PSRECONNECT
About SpearMC and Your Presenter
WorkCenter Functionality
Evolvement of WorkCenters
Demo - Steps to Adapt a WorkCenter
Best Practices
Agenda
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About SpearMC
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#PSRECONNECT
Founded in 2004, SpearMC specializes in:
▪ PeopleSoft FSCM, HCM, SCM, Grants Healthcare Research
▪ PeopleSoft Hosting on Oracle Cloud Infrastructure
▪ PeopleSoft & Tools Training
▪ Testing as a Service
▪ PeopleSoft Reseller since 2008
▪ PTF and Test Automation
▪ Oracle Hyperion and PBCS
▪ Oracle Business Intelligence
▪ PeopleSoft Managed Services
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About SpearMC
#PSRECONNECT
• Powerful PeopleSoft Composite & Connected Query Session ID: 100160Date: Wednesday, July 17Time: 4:30 PM–5:30 PM
• Migrating PeopleSoft to Oracle Cloud InfrastructureSession ID: 100140Date: Wednesday, July 17Time: 1:30 PM–2:30 PM
• Extending PeopleSoft WorkCentersSession ID: 100150Date: Wednesday, July 17Time: 4:30 PM–5:30 PM
• Successful roll-out of Fluid, Mobile Security and ElasticSearch at Hackensack Meridian Healthcare
Session ID: 100170Date: Wednesday, July 17Time: 4:30 PM–5:30 PM
• Integris Health stays current on PeopleSoft through regular PUM Evaluation and Testing Session ID: 100110Date: Thursday, July 18Time: 8:00 AM–9:00 AM
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SpearMC Sessions at RECONNECT 19
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Our History
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Your Presenter
Stephen Kelly, MBA
Managing Director
866-SPEARMC
www.SpearMC.com
• Big-4 Formation in business process design and enterprise systems design/development
• Followed by 23 years of focus on implementing Oracle PeopleSoft FSCM
• PeopleSoft Financials Process, Analytics and Reporting Expert
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PeopleSoft Today – Innovation
• Fluid Tiles
• Navigation Collections
• Dashboards
• Elastic Search
• Notifications and Alerts• Modernize what your users see,
how they see it, when they see it
• User can determine in the system whether they are notified
• Notifications can let you know when you need to get into the system
• WorkCenters• Bring information to you,
rather than you searching for it• Facilitate navigation serving as
a launchpad
• Guided Learning
• PeopleSoft Test Framework
• Page and Field Configurator
• Drop Zones
• Oracle Cloud Infrastructure
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Topic: Extending WorkCenters
• How many of you in this room are on PeopleSoft 9.2?• General availability 2013; Delivered pagelets on WorkCenters started
• Note that custom WorkCenters could be built from ground up using PeopleToolsFramework with PeopleSoft 9.1
• How many are on PeopleTools 8.54 or higher?• 8.52 GA Oct 2011 – WorkCenter Framework introduced in PeopleTools (build your
own)
• 8.54 GA July 2014
• 8.55 GA Dec 2015
• 8.56 GA June 2017
• 8.57 GA Jan 2019 (release for OCI customers in Nov 2018)
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Topic: Extending WorkCenters
• How many of you have enabled WorkCenter access for your users?
• Common theme during upgrades to PeopleSoft 9.2:WorkCenters are nice, but let’s get through the upgrade first and swing back around when we have time to look at them.
• Now, is the time!
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What are WorkCenters?
• WorkCenters serve as a central dashboard/Launchpad that enable users to navigate to commonly used PeopleSoft pages
• WorkCenters provide visibility to a user’s Worklist and bring critical alerts to users on items they should be monitoring
• WorkCenters enable users to take immediate action in an efficient manner on the exceptions/alerts that are brought to them
• WorkCenters are based on organization Job Roles
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Sample WorkCenter: Grants
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Components of a WorkCenter
• 4 main pagelet sections of a WorkCenter on 2 tabs• My Work
• Links
• Queries
• Reports/Processes
• My Work links delivered in optional separate sections• Current Work
• Exceptions
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Components of a WorkCenter
• Pagelet area and Transaction area
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Components of a WorkCenter
• Links Pagelet
• More efficient than traditional breadcrumb navigation
• Personalize
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Components of a WorkCenterEnd-user Personalize Options
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Components of a WorkCenterEnd-user Personalize Options
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Components of a WorkCenterHow WC Admin Enables End-user Personalization
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Components of a WorkCenterHow WC Admin Enables End-user Personalization
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Components of a WorkCenter
• Queries Pagelet
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Components of a WorkCenter
• Reports/Processes Pagelet
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Components of a WorkCenter
• Display in the Transaction Area is based on the criteria for the link in Pagelet area
• Counts of instances that require your attention allow you to prioritize your work(optional configuration setting)
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Components of a WorkCenterEnd-User Control of Count Display
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Examples of MyWork Pagelet Items
• GL WorkCenter• Journals that need
approval
• Pushed back/denied journals
• Journals in exception status
• Chart of Account Requests
• Journals not posted in closed period
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• Accounts Payable• Vouchers rejected by
approvers• Vouchers ready for posting• Transactions ready for AM• Image Invoices for
review/correction• Budget check errors• Document tolerance
exceptions• Payment requests pending• Suppliers pending approval
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Examples of MyWork Pagelet Items
• Billing• Invoices not finalized• Invoices pending my
approval• Invoices not submitted for
approval• Invoices entered today• Recurring schedules
expiring• Invoices w/ open balances• Invoices in error status• Billing interface errors
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• Accounts Receivable• Owner actions list
• Write-offs pending my approval
• Conversations to review
• Open items
• Maintenance worksheets to post
• Transfer worksheets to post
• Pending items to post
• Payments to post
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Extending WorkCenter OutsideSupplier Portal
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9.2 Mar 2013: WorkCenters Introduced• General Ledger
• Accounts Payable
• Accounts Receivable
• Billing
• Buyer
• Grants
• Contracts
• Staffing
• Supply/Demand
• Supplier Admin
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• Centralized access
• Reduced navigation
• Configurable
• Personalized filters to tailor what’s pertinent to you
• Prioritize workload with counts
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WorkCenter Evolution
• Image 4 (Dec 2013)• Projects• Treasury • Asset Management • Maintenance Management
• Image 10 (Dec 2014)• Expenses• Contract/Sourcing
• Image 11 (Mar 2015)• Resource Management
• Image 12 (Apr 2015)• Price Manager
• 9.2.001• Data Migration Workbench:
WorkCenter Application Data Set (ADS) - copy configbetween environments
• 9.2.004• Ability to configure the My Work
filter at the role level(improved control by limiting users to access a single value at a time)
• Ability for administrators to set filter values for users by role using Filter Value Copy Wizard(copy and delete)
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Administering WorkCenters
• You can migrate WorkCenter data between environments (e.g., DEV, TST, UAT, PROD) using Application Data Set (ADS) definitions
• What can be migrated?• My Work links
• Filters
• Pagelet Configurations
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WorkCenter Evolution -> Move to Fluid
• Image 18 (May 2016)• PeopleTools 8.55 feature
allows creation of WorkCenters that can be used on mobile device
• Billing is the first application WorkCenter moved to Fluid
• Image 19 (Jun 2016)• Introduced Scope feature:
change set of filter values across whole My Work pagelet section
• Cost Balancing Fluid WC
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WorkCenter Evolution – Links Personalization& GL WC to Fluid
• Image 22 (Dec 2016)• Allow users to personalize the
display options for the Links group box; e.g., create multiple categories of links(previously this was only an option for the My Work group box)
• GL WC moved to fluid
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WorkCenter Evolution – GL WC Enhancements
• Image 24(Jun2017)• Added to GL WC:
Mass Delete Journalsaccess controlled by User ID or User Role
• Current Work section renamed Journal Processing
• Queries & Reports links added
• Approvals
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WorkCenter Evolution – AP & AR -> Fluid
• Image 23 (Mar2017)• AP WC -> Fluid
• AP Operational Metrics
• Image 23/24 (Mar/Jun2017)• AR WC -> Fluid
• AR Operational Metrics
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WorkCenter Evolution – Contracts Enhanced
• Actionable exception reports added to My Work area of Contracts WorkCenter in Image 27 (Mar 2018)• Allow users to activate contracts
• Allow users to update invalid bill plans en masse
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WorkCenter Evolution – Treasury -> Fluid
• Treasury WC moved to Fluid in Image 28 (Jun 2018)
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Grants WorkCenter – Image 29 EnhancementsSep 2018
• Added new My Work link to manage proposals
• Page allows you to submit proposals, generate pre-awards, or generate awards
• You can take actions individually or en masse
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WorkCenter Framework EnhancementsImage 29 (Sep 2018)
• UX improvements to left panel pagelet area • Refresh button
• Ability to collapse the left panel
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WorkCenter Framework EnhancementsImage 32 (Jun 2019)
• WorkCenter administrators can control:• Whether pagelet group opens as collapsed or expanded
• Whether Query Manager/Viewer link is displayed or hidden
• Select or deselect all the values on the IN LIST for the Filter Values
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Treasury WC – Enhanced Integration to GL Image 32 (Jun 2019)
• Added pagelet to My Work area to automate the integration of Treasury accounting entries to GL
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Projects WorkCenter – Compression Pagelet Image 32 (Jun 2019)
• Users can review and select projects for compression
• Options to status a project as ready for compression
• Ability to simulate estimated reduction in data
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Movement to Fluid• 9.2 Images 22 – 31/ PT8.55 moved WorkCenter to Fluid framework
• Note you might hear pagelets alternatively called “grouplets”
• GL: all 4 sections go down the left side of pane (no longer two tabs)
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FSCM WorkCenter Evolution – now 20
• Contract/Sourcing
• Supplier Administration
• Buyer
• Accounts Payable
• Billing
• Receivables
• Asset Management
• General Ledger
• Real Time Bottom Line
• Inventory
• Expenses
• Grants
• Contracts
• Project Costing
• Maintenance Mgt
• Pricing Manager
• Resource
• Staffing
• Supply/Demand
• Treasury
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#PSRECONNECT
WorkCenter
• Demo: 4 pagelet groups: My Work, Links, Queries, Reports/Process
• Highlight Controls: • Fewer items available to user due to page security access
• You may want to limit ability to add links (Configure Pagelets)
• You may limit filters in My Work area (Configure Pagelets)
• Administrator: set filter values for users by role using Filter Value Copy Wizard
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How to Add Query Links to WC
• WorkCenters are great for grouping together essential queries your users should be running
• For example, you may want to add a few queries to the GL WorkCenter that are part of your month-end close process.
• Navigation: Enterprise Components -> WorkCenters/Dashboards -> Configure Pagelets
• Select the query tab
• Add a new query
• Select the Access hyperlink on the new query entry. Either select the Public checkbox or assign a valid User/Role of permission list. This is important otherwise you will not see the link in the work center.
• Select Ok to close the window. Make sure to select Activate
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How to Add Query Links to WC
• Let’s try it: demo add a query link
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WorkCenter Best Practices
• Select a Pilot WorkCenter for initial rollout • Measure User Adoption before rolling out others
• Sort out Administration Responsibilities ahead of time• End Users vs. IT.• Train on WorkCenter Admin accordingly. • Have Admins help Buildout the WC’s during implementation
• Don’t over build….• Identify Mission critical Alerts, Pagelets etc. and go from there.
• Implement fewer WorkCenters and utilize PS Security to manage what the user sees• Goals could probably be accomplished with 3 or 4 WC’s
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#PSRECONNECT
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Visit www.QuestDirect.org for more information!
Who is the Quest Community?
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Thank You
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