Optimize Puget Sound
PeopleSoft Financials
Carryover Projects
Online Help Documents: https://soundnet.pugetsound.edu/optimizetraining
Navigating to Carryover Projects in PeopleSoft Financials
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From your Cascade Menu, select and log into PeopleSoft Financials.
Then select Main Menu>Puget Sound Financials>Budget Administration>Carryover projects.
Consider adding Carryover projects to your PeopleSoft Financials Favorites. To do so, at Carryover
projects screen, select Favorites (immediately to the left of Main Menu) and Add to Favorites. You
have the option to change the default description (Carryover projects) and click OK.
Important Information about Carryover Projects
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The third time you use the Magnifying Glass to drill into a budget, a new page will open. This is a
PeopleSoft design (and not possible to change). Depending on your browser setting, either a new
tab within the existing window will open or a new window will open. It may take a few moments for
the new page or window to populate in the new page/window.
When you drill into Encumbered or Pre-Encumbered amounts, you will see only “open”
encumbrance or pre-encumbrance lines. These will be “open” requisitions, purchase orders, and/or
accounts payable voucher transactions.
On transaction activity pages, although document codes are underlined (hyperlinked), you may not
have access to the document (next page). We are working on security and functionality that will
make drill down to requisition, purchase order, accounts payable, and vendor payment documents
possible in the future.
Please contact the Service Desk at x8585 or servicedesk@pugetsound.edu with questions, problems,
and any feedback for possible future enhancements.
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Carryover Projects Handout
Instructions to Explore Carryover Projects
Step
1.
Step
2.
Action
To get to the Carryover Projects page click the Main Menu tab > Puget Sound Financials
> Budget Administration > Carryover Projects.
Action
This is the Carryover Projects page.
To view all of your Carryover Projects you do not have to fill in any fields, simply click
the Search button.
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Step
Action
3.
All of the Carryover Projects you manage will be listed on this page.
4.
Click the magnifying glass icon to view the Financial Summary for a project.
Step
5.
Action
This is the Financial Summary page.
Here you can see your beginning balance, revenues and transfers in, expenses and transfers
out, any encumbered or pre-encumbered costs, and finally your current account balance.
You can click on any of the Amounts listed. Each number is a hyperlink to more detailed
descriptions of the specific revenues and transfers that make up the total.
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Step
6.
Action
This is the Revenue Status by Account page, where you will see a list of all revenues and
transfers in.
Once again, you can click the Amount to view a breakdown of the total.
7.
Depending on your browser's security settings, you may need to enable pop-up ads.
Click the Options button and select the option to allow pop-up windows for this site; now
click the link again.
Step
8.
Action
This is a list detailing all Transaction Activity for revenue.
Click the X button to close the tab and exit the page > Click the Return button.
9.
Click the hyperlink to view the details for expenses and transfers out.
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Step
10.
Action
Here you will see a list detailing all expenses by account.
Click a hyperlink to view the details of a particular expense.
Step
Action
11.
Here you will see the details of the expense transaction.
12.
Click the X button to close the tab and exit the page. Click the Return button.
13.
Click the hyperlink.
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Step
Action
14.
As you can see, this number represents the amount that was in your account when the
conversion from banner occurred.
15.
Click the X button to close the tab and exit the page. Click the Return button.
16.
Click the Home link.
17.
This concludes the overview of the new Carryover Project screens.
For PeopleSoft assistance, contact the Technology Service Desk at
servicedesk@pugetsound.edu or 253.879.8585.
End of Procedure.
Appendix A: Overview of PeopleSoft’s Homepage
Step
1.
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3.
4.
Action
PeopleSoft Financials is currently reached through Cascade. Navigate to Cascade
(https://cascade.pugetsound.edu).
Log into Cascade using your Puget Sound domain credentials.
Click on PeopleSoft Financials hyperlink from the Cascade menu.
Enter your Puget Sound domain credentials on the PeopleSoft login page.
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5.
Welcome to the PeopleSoft homepage.
Menu
You can access your Favorites and any Menu items that your security profile
allows here.
Universal Navigation Header
The Universal Navigation Header includes several links.
Home
Returns to homepage
Worklist
Shows any workflow items with summary information
Add to Favorites
Allows you to bookmark the current page so it will be
available under the ‘Favorites’ menu
Sign Out
Logs out of PeopleSoft
k
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Appendix B: PeopleSoft Navigation Tips
Signing Off:
Properly signing off the system is important when you are finished working. Signing off
disconnects you from the system and prevents unauthorized access.
Back Button:
Try not to use the web browser’s back button during PeopleSoft navigation. It may take you back
to the homepage and not the last page visited. You will lose your work if this happens.
Pop-ups:
Enable or allow pop-ups when using PeopleSoft.
Appendix C: Supported PeopleSoft Browsers
Desktop Computers
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Firefox 2.x, 3.x, 4+
Internet Explorer 7, 8, 9
Safari 3.2, 4.x, 5.x
Chrome 1+
Mobile (available in late 2013)
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BlackBerry Browser 4
WebKit-based mobile browsers (iPhone Safari, Android Chrome, Nokia S60)
Access NetFront 3
OpenWave (UP Browser) 7
Opera Mini 8
Pocket Internet Explorer for Windows Mobile 5, 6
Safari (iOS) 4.3, 5+
Other Basic XHTML mobile browsers
Note: These are the supported PeopleSoft browsers provided by Oracle as of July 2012.
Appendix D: Where to Get Help
PeopleSoft Help
Help documents and videos are located on SoundNet through
soundnet.pugetsound.edu/optimizetraining.
PeopleSoft Help also provides animated videos developed by the project team to guide
you through each step. The URL is pshelp.pugetsound.edu.
TS Service Desk
September 2013
Please call or email the Technology Service Desk at 253.879.8585 or
servicedesk@pugetsound.edu for any system questions. Your query will be answered or
routed to the appropriate party.
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