PeopleSoft Northwest RUG · 2 Founded in 2004, SpearMC is a technology and professional services firm specializing in PeopleSoft FSCM, HCM, ELM PeopleTools Development and System

PeopleSoft Northwest RUG November 15, 2016

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Founded in 2004, SpearMC is a technology and professional services firm specializing in

PeopleSoft FSCM, HCM, ELM

PeopleTools Development and System Administration

PeopleSoft Test Framework

Oracle Cloud ERP and HCM

OBIEE, OBIA, BI Cloud Services

Business Intelligence

PeopleSoft Training

Project Management

Business Transformation

Test Automation

© 2016 SpearMC Consulting

About SpearMC

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We focus on local market delivery and capability

development in line with industry focus areas unique to the regions we serve.

Dedicated to Pacific Northwest since 2010. Offices and leadership in Portland & Seattle.

Our local and well-connected network of top-tier

business analysts, technical leads, developers and project managers keep travel cost to a minimum.


About SpearMC

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About SpearMC


Your SpearMC Team.

5 © 2016 SpearMC Consulting


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Project Costing Forum September 29, 2016

In attendance

City of Seattle

Integration with PeopleSoft Applications

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Multiple Uses – Can be Combined


Project Costing Uses

• Management Reporting • Sub-Ledger with detailed transactions • Encumbrance accounting • Separate budget tracking

• Construction In Progress • Collection of related capital costs • Maintains CIP until assets are placed into service • Can separate lines for different capital types as well as operating costs

• Tracking of ‘revenue’ projects • Organizations which bill based on cost collection • Collect costs and pass along to billings based on contracts

• Grants management • Similar to revenue project organizations; focused on cost reimbursement • Grants structured as projects

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Panel Discussion


Forum Panelists

• How does your organization use Project Costing? • What problems did the implementation solve? • Was your implementation Phased or Big-Bang? • What went well in your implementation? • What lessons were learned which you would like to impart upon those

organizations which are just beginning their journey?

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Currently Implementing in Re-Design


• Moving to a City-Wide standard deployment of project costing • Will ultimately be used by all departments and will allow cross departmental

cost allocation / billing • All city transactions will utilize project costing chartfields • Project Costing chartfields will be standard (activity) and variable (resource

type) for departmental flexibility • Phasing in the largest departments first • Conversions are intricate – should consider ‘ramp-up’ for each department • Departmental Needs Analysis (DNA) drove requirements nicely

City of Seattle

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Multiple Implementation Purposes


• Initial usage was for management level reporting • Problem with non-standard definitions • Too many sub-level activities for reliable aggregation of data

• Re-implemented for CIP • Third largest construction company in California • Many construction projects • Implemented with Commitment Control • Conversion was very difficult, should have taken a different approach with

commitment control • Targeting an implementation for shared-services

• Cost collection combined with contracts and InterUnit Billing and Accounts Payable

• Also utilizing Grants functionality • Cost collection and billing

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Fully Implemented


• 100% Project-Centric organization • “Sponsored-Award” are projects which are successfully awarded grants • “Non-Sponsored” are non-revenue administrative projects

• Implemented full ESA suite of modules • “Pre-Award” functionality is not robust in PeopleSoft – use other CRM tools

instead • Several customizations have been implemented

• “Speed-chart” like functionality built for auto populating accounting and project costing chartfields

• Labor cost distribution was built for percentage of cost assignment • Currently deploying internationally

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Overall Recommendations

• Start with the end in mind • Understand the data elements needed for reporting / pivoting • Define reporting requirements before finalizing overall design • Consider the power and complexity of dual budget tracking tools

• Understand the value of the Proj Resource table • The ‘ledger’ of project costing • Analysis types are like ‘accounts’

• Don’t underestimate complexity • Conversion of historical data can be traumatic • Ongoing reconciliation processes must be well defined

• Use new PeopleSoft features • Pivot grids and related content displays • Workcenters

• Accept the fact that users will want authority for flexible chartfield design • Take advantage of Project Type

• Allows for use of standard and non-standard activity sets • Many other reporting and security advantages

• Customize when it makes sense – but build as a ‘bolt-on’!

Thank You.

14 © 2016 SpearMC Consulting

Documents

PeopleSoft Northwest RUG · 2 Founded in 2004, SpearMC is a technology and professional services firm specializing in PeopleSoft FSCM, HCM, ELM PeopleTools Development and System