The document summarizes a presentation given by Bonneville Power Administration on how they use Oracle PeopleSoft applications including Projects, Assets, Financials, and other modules. It discusses how BPA utilizes features such as allowance for funds used during construction (AFUDC), accounting rules, transaction adjustments, project billing, and express capitalization. It also outlines BPA's PeopleSoft environment and provides thoughts on the future of the utility industry including the smart grid.

1. © 2008 Oracle Corporation – Proprietary and Confidential
Session S299471
Utilities Run PeopleSoft Applications:
Bonneville Power Administration Case Study
Mark Town, Sr. Business Analyst, Bonneville Power Administration
Samuel Harrell, Industry Director, Utilities - Oracle Industries Business Unit
Mark Rosenberg, Director Product Strategy, PeopleSoft Projects & ALM Apps

2. © 2008 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Program Agenda
• Bonneville Power Administration exploits
investment in PeopleSoft Projects &
Financials Apps
• AFUDC
• Accounting Rules
• Transaction Adjustments
• Project Billing
• Express Capitalization
• Thoughts on the future for Utilities
• PeopleSoft Projects & Assets roadmap
highlights

3. BPABPA
““The Bonneville Power Administration, headquartered inThe Bonneville Power Administration, headquartered in
Portland, Oregon, is a federal agency under the U.S.Portland, Oregon, is a federal agency under the U.S.
Department of Energy. BPA serves the Pacific NorthwestDepartment of Energy. BPA serves the Pacific Northwest
through operating an extensive electricity transmissionthrough operating an extensive electricity transmission
system and marketing wholesale electrical power at costsystem and marketing wholesale electrical power at cost
from federal dams, one non-federal nuclear plant and otherfrom federal dams, one non-federal nuclear plant and other
nonfederal hydroelectric and wind energy generationnonfederal hydroelectric and wind energy generation
facilities. BPA aims to be a national leader in providing highfacilities. BPA aims to be a national leader in providing high
reliability, low rates consistent with sound businessreliability, low rates consistent with sound business
principles, responsible environmental stewardship andprinciples, responsible environmental stewardship and
accountability to the region”.accountability to the region”.

9. PeopleSoft Profile at BPAPeopleSoft Profile at BPA
• HCM 8.9 going to 9.0HCM 8.9 going to 9.0
• CRM 8.9CRM 8.9
• EPM 8.9EPM 8.9
• FINANCIALS 9.0FINANCIALS 9.0
– Projects, Assets, GL, AR, AP, Billing,Projects, Assets, GL, AR, AP, Billing,
Treasury, Lease AdministrationTreasury, Lease Administration
• Tools 8.49.12Tools 8.49.12

10. Who owns/uses PSWho owns/uses PS
PROJECTS?PROJECTS?
• Do you useDo you use
– INTEREST CALCULATION - AFUDC?INTEREST CALCULATION - AFUDC?
– ACCOUNTING RULES?ACCOUNTING RULES?
– TRANSACTION ADJUSTMENTS?TRANSACTION ADJUSTMENTS?
– PROJECT BILLING?PROJECT BILLING?
– EXPRESS CAPITALIZATION?EXPRESS CAPITALIZATION?

11. Why use the interest calculationWhy use the interest calculation
processprocess
• You are already capturing your CWIPYou are already capturing your CWIP
(Construction Work in Progress) costs(Construction Work in Progress) costs
against a project.against a project.
• Streamline your project costing by lettingStreamline your project costing by letting
the system calculate your AFUDCthe system calculate your AFUDC

12. How to Calculate Interest - AFUDCHow to Calculate Interest - AFUDC
• Allowance for funds used during constructionAllowance for funds used during construction
– Establish period calculation factors at the setID level.Establish period calculation factors at the setID level.
– Define interest calculations at the business unit level.Define interest calculations at the business unit level.
• Define the pool and target transactionsDefine the pool and target transactions
– Identify projects and activities to include interestIdentify projects and activities to include interest
calculations.calculations.
– Establish status-based interest calculation factors.Establish status-based interest calculation factors.
– Accumulate transactions in the Project TransactionAccumulate transactions in the Project Transaction
table (PROJ_RESOURCE).table (PROJ_RESOURCE).
– Run the interest calculation process.Run the interest calculation process.

13. Choose your methodChoose your method
• Straight average methodStraight average method
– Costs = (Beginning Costs + Ending Costs) ÷ 2Costs = (Beginning Costs + Ending Costs) ÷ 2
– assumes costs are averaged for the currentassumes costs are averaged for the current
monthmonth
• FASB 34 methodFASB 34 method
– Weighted methodWeighted method
– Assumes costs are averaged throughout theAssumes costs are averaged throughout the
current yearcurrent year

14. Set up you period calculationSet up you period calculation
factors based on your methodfactors based on your method

15. Define interest calculations at theDefine interest calculations at the
business unit levelbusiness unit level

16. • ManuallyManually
Identify projects and activities toIdentify projects and activities to
include interest calculations.include interest calculations.

17. Establish status-based interestEstablish status-based interest
calculation factors.calculation factors.

18. Accumulate transactions in theAccumulate transactions in the
Project Transaction tableProject Transaction table
(PROJ_RESOURCE).(PROJ_RESOURCE).

19. Run the interest calculation processRun the interest calculation process

20. Why use ACCOUNTING RULES?Why use ACCOUNTING RULES?
• By using the interest calculation process youBy using the interest calculation process you
now have AFUDC on PROJ_RESOURCEnow have AFUDC on PROJ_RESOURCE
• How do I get it to GL?How do I get it to GL?
• Use accounting rules to define your journalUse accounting rules to define your journal
entriesentries
• By running the PSA_ACCTGGL AE, AFUDCBy running the PSA_ACCTGGL AE, AFUDC
entries will be made to the CA_ACCTG_LN_PCentries will be made to the CA_ACCTG_LN_PC
table where they are journal generated to GLtable where they are journal generated to GL

21. How?How?
• Define the RuleDefine the Rule
• Run the Application EngineRun the Application Engine

22. Define the RuleDefine the Rule

23. Run the PSA_ACCTGGL ProcessRun the PSA_ACCTGGL Process

24. Why use Transaction AdjustmentWhy use Transaction Adjustment
• The choice is to make corrections at the sourceThe choice is to make corrections at the source
or correct in Projects and GLor correct in Projects and GL
• If, for example a correction needs to be made toIf, for example a correction needs to be made to
the amount of someone’s payroll check it shouldthe amount of someone’s payroll check it should
be done at the source, but what if the only thingbe done at the source, but what if the only thing
wrong was the project # (or other chartfield)?wrong was the project # (or other chartfield)?
And the mistake is discovered 4 months after theAnd the mistake is discovered 4 months after the
entry?entry?
• Does T&L or payroll really care about theDoes T&L or payroll really care about the
accounting?accounting?

25. How do you do a TransactionHow do you do a Transaction
Adjustment?Adjustment?
• Bring up the Project/Activity where theBring up the Project/Activity where the
transaction existstransaction exists
• Enter some criteria about the transactionEnter some criteria about the transaction
to narrow the choicesto narrow the choices
• Select the transaction(s) to adjustSelect the transaction(s) to adjust
• Change the amount and/or chartfieldsChange the amount and/or chartfields
• SaveSave

26. TRANSACTION ADJUSTMENTSTRANSACTION ADJUSTMENTS

28. Why PROJECT BILLING?Why PROJECT BILLING?
• Again the costs are already on the projectAgain the costs are already on the project
1.1. Pass captured project costs to customersPass captured project costs to customers
2.2. Mark the costs up (or down)Mark the costs up (or down)
3.3. Add overheadsAdd overheads
4.4. Recognize revenue based on the contractRecognize revenue based on the contract

29. How to bill ProjectsHow to bill Projects
– You will need CONTRACTS and BILLING toYou will need CONTRACTS and BILLING to
go along with your PROJECT COSTINGgo along with your PROJECT COSTING
module.module.
• Define the contract terms, revenue and billingDefine the contract terms, revenue and billing
plans in CONTRACTSplans in CONTRACTS
• Create rate templates in projectsCreate rate templates in projects
• Develop the Invoice in BillingDevelop the Invoice in Billing
– Employ a competent consultantEmploy a competent consultant

30. Why use EXPRESSWhy use EXPRESS
CAPITALIZATIONCAPITALIZATION
• Do you build assets?Do you build assets?
• Do you collect capital costs in yourDo you collect capital costs in your
projects?projects?
• Do you want to automatically value yourDo you want to automatically value your
assets with your project costs?assets with your project costs?
– You need to implement Express CAP.You need to implement Express CAP.

31. ““How to” Steps for Express CapHow to” Steps for Express Cap
• Define the Asset Integration RulesDefine the Asset Integration Rules
• Define the Transaction FilterDefine the Transaction Filter
• Define the assets to be installed by the projectDefine the assets to be installed by the project
• Run the processes to move assets and costs toRun the processes to move assets and costs to
AMAM
• See my detailed presentation from OOW 2007See my detailed presentation from OOW 2007

32. © 2008 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Program Agenda
• Bonneville Power Administration exploits
investment in PeopleSoft Projects &
Financials Apps
• AFUDC
• Accounting Rules
• Transaction Adjustments
• Project Billing
• Express Capitalization
• Thoughts on the future for Utilities
• PeopleSoft Projects & Assets roadmap
highlights

33. Future of the utility industry?Future of the utility industry?
• We have smart peopleWe have smart people
• We have smart systemsWe have smart systems
• We even have some smart equipmentWe even have some smart equipment

34. The Smart GridThe Smart Grid
Precisely match supply and demandPrecisely match supply and demand
– Demand determined by smart buildings,Demand determined by smart buildings,
machinery, devices, homes, appliances, etc.machinery, devices, homes, appliances, etc.
all communicating to the generation sourceall communicating to the generation source
Utilize Local storage capacityUtilize Local storage capacity
– BatteriesBatteries
– Fuel cellsFuel cells
– Super conductorsSuper conductors
– Electric/ fuel cell carsElectric/ fuel cell cars

35. More ResourcesMore Resources
• PeoplebooksPeoplebooks
• OAUG Utilities SIGOAUG Utilities SIG
• Consulting Partners specializing in ProjectConsulting Partners specializing in Project
CostingCosting
• ORACLEORACLE

36. © 2008 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Program Agenda
• Bonneville Power Administration exploits
investment in PeopleSoft Projects &
Financials Apps
• AFUDC
• Accounting Rules
• Transaction Adjustments
• Project Billing
• Express Capitalization
• Thoughts on the future for Utilities
• PeopleSoft Projects & Assets roadmap
highlights

37. © 2008 Oracle Corporation – Proprietary and Confidential
The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
Please Note…

38. © 2008 Oracle Corporation – Proprietary and Confidential
PeopleSoft Release 9.1
PeopleSoft 9.1 Plans To Enable…
Organizational
Effectiveness
Intelligent
Business Execution
Release 9.1 Themes
Flexibility

39. © 2008 Oracle Corporation – Proprietary and Confidential
Themes & Ideas Under Consideration
Support of Projects & Assets
The material shown here is intended to outline our general product direction. It is intended for information purposes only
and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and
should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole
discretion of Oracle.
Flexibility
•Extended Web Services Throughout and Beyond the
Enterprise
•Facilitate 3rd
-Party Mobile Solution Integration
•Facilitate GIS Integration
•Integrate IT Asset Management with a Variety of 3rd-Party Auto-
Discovery Technologies
•Optimize Management of All Classes of Assets
•Capitalization Thresholds to Ensure Proper Accounting
•More Asset Retirement Options, Group Asset Enhancements
•Simplified Cross-organizational Scheduling of Maintenance
Technicians

40. © 2008 Oracle Corporation – Proprietary and Confidential
Themes & Ideas Under Consideration
Support of Projects & Assets
The material shown here is intended to outline our general product direction. It is intended for information purposes only
and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and
should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole
discretion of Oracle.
Intelligent Business Execution
• Business Intelligence for Smarter Strategic Asset Decisions
–Maintenance Cost Analysis
–Failure Analysis
–Configurable Workflow and Sensor Framework to Monitor Property Lease
Financial Terms/Options, Legal Clauses, etc.
–Site Acquisition
–Enhancements in Support of Capital Project Budgeting
• Better Tactical Decisions; Better Asset & Resource Utilization
–Preventive Maintenance Extensions
–Deeper Mobile Support for Maintenance Technicians via 3rd
-Party Integration
–Rapid-action Administrator Interface for ITAM
–Expanded Occupant Tracking in Property Management

41. © 2008 Oracle Corporation – Proprietary and Confidential
Themes & Ideas Under Consideration
Support of Asset Lifecycle Management
The material shown here is intended to outline our general product direction. It is intended for information purposes only
and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and
should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole
discretion of Oracle.
Organizational Effectiveness
•High Quality Usability to Raise User Adoption Rates
–Delivery of Various Customer-Requested Work Order Productivity
Enhancements
–Introduction of PeopleTools 8.50 usability improvements
–Logging and Action History Improvements in ITAM
–Extension of Security
•Out-of-the-Box Leverage: Do More with Existing
Resources
–Streamlined User Interface to Manage IT Asset Recon Exceptions
–Expanded Automation of Common Area Maintenance Expenditure
Reconciliation for Real Estate Leases
–Support of Various Percent Rent Calculations for Real Estate Leases

42. © 2008 Oracle Corporation – Proprietary and Confidential
Enhancement Ideas
Deepened GIS Integration
• Enable display of assets on a map – support both push/pull methods.
• From PSFT, ‘push’ data to ESRI to get the map and embed the map in
PSFT page
• ESRI to ‘pull’ data from PSFT and display assets on the map with options a-
c noted below.
a. Allow filters/sort options to restrict display of assets on a map
b. Display key asset data from a map
c. Enable access to Asset Management record(s) (drill down) to update
asset information from the map
• Create Express Work Order from asset located on map
• Assets in Asset Management and Maintenance Management
hyperlinked/push button enabled to allow ESRI to start and display the
asset/work order on a map
• Assigned work orders for a technician loaded to ESRI with asset
information to display location of asset/work order to perform work on
The material shown here is intended to outline our general product direction. It is intended for information purposes only
and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and
should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole
discretion of Oracle.

43. © 2008 Oracle Corporation – Proprietary and Confidential
Enhancement Ideas
Maintenance Cost & Repair Analysis
The material shown here is intended to outline our general product direction. It is intended for information purposes only
and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and
should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole
discretion of Oracle.

44. © 2008 Oracle Corporation – Proprietary and Confidential
Enhancement Ideas
Expanded Preventive Maintenance Flexibility
• Enter specific # of lead days
• Linking options: merge,
suppress, allow separate
The material shown here is intended to outline our general product direction. It is intended for information purposes only and may not be incorporated into any
contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

45. © 2008 Oracle Corporation – Proprietary and Confidential
Enhancement Ideas
Work Order & Asset Enhancements
The material shown here is intended to outline our general product direction. It is intended for information purposes only
and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and
should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole
discretion of Oracle.
• Service request search, smart tag enhancements with backport to releases 8.9 and 9.0
• Separate problem and work descriptions
• Quick links to asset hierarchy and projects

46. © 2008 Oracle Corporation – Proprietary and Confidential
Enhancement Idea
Update Equipment Parts List (EPL)“On the Fly”
• Provide for “on the fly”
addition of Inventory &
Procurement items to
one or more EPLs
• Designated default EPL
for an asset
• Other applicable EPLs
• Access from
Maintenance
Management pages
• Work Order
• Express Work Order
• WO Task Template
The material shown here is intended to outline our general product direction. It is intended for information purposes only
and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and
should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole
discretion of Oracle.

47. © 2008 Oracle Corporation – Proprietary and Confidential
Features Planned in Future Release
Group Assets
• Ability to perform IU transfers from regular assets to
Group Assets
• Extension of parent/child functionality to Group Assets
• Capability to override the estimated accumulated
depreciation at member level on certain transactions

48. PeopleSoft Asset Management and CATS
A Seamless, Automated Integration Model
 Analysis
 Reporting
 Record Review and Editing
 Automated Record Conversion
 Automated Data Transfer
 Barcode-based Automated Data
Collection
 Batch or WiFi Data Collection
Modes
 Conduct Physical Audits/Cycle
Counts and Update Records
OBJECTIVE: Streamline and reconcile physical inventory of enterprise assets
SOLUTION: Provide front-end automated data collection capability to PeopleSoft Asset
Management with CATS
FEATURES:
 Solution designed specifically to extend PeopleSoft Asset Management
 Point-of-origin data collection using a Mobile Computer with integrated scanner
 Barcode-based solution for accurate, efficient data collection
 Automated and seamless integration with PeopleSoft Asset Management

49. HQ
Remote Locations
Remote Users
mobile
workers
Refineries / Plants
Mobile Technician Support
Solution Architecture – Disconnected/Remote
CATAMARAN
CATAMARAN
CATAMARAN
• Mobility
• Data Collection (barcode, RFID, RTLS)
• Synchronization
• Disconnected/Connected
• Inventory, Manufacturing, EAM, Assets

50. © 2008 Oracle Corporation – Proprietary and Confidential
Questions & Answers

51. © 2008 Oracle Corporation – Proprietary and Confidential
Oracle OpenWorld 2008
PeopleSoft ESA & ALM Session Schedule
Session ID Title Presenters Date/Time Location
S299471 Utilities Run PeopleSoft Applications: A Case Study on Bonneville Power
Administration
Mark Town, Bonneville Power Authority
Sam Harrell, Oracle
Mark Rosenberg, Oracle
Monday,
9/22/2008
2:30 PM
Concert
S298908 Real-World Successes with PeopleSoft Real Estate Management Mainak Sarkar, Skechers USA, Inc.
Arthur Dayton, Kiewit Corporation
Howard Shaw, Oracle
Monday,
9/22/2008
4:00 PM
Moscone
West
3014
S298910 PeopleSoft HelpDesk and Asset Lifecycle Management Integrate Finance and IT Jason Alonzo, Oracle
Christopher Armstrong, Oracle
Mark Rosenberg, Oracle
Tuesday,
9/23/2008
9:00 AM
Moscone
West
3003
S299314 PeopleSoft Enterprise Service Automation: Why It’s Still the Right Choice Mark Rosenberg, Oracle
Howard Shaw, Oracle
Tuesday,
9/23/2008
11:30 AM
Moscone
West
3000
S299300 A Look at How Global Professional Services Leaders Use PeopleSoft
Enterprise Service Automation
Sarat Varanasi, Cognizant
Shawn Fox, Oracle
Tuesday,
9/23/2008
1:00 PM
Moscone
West
3000
S299319 Harris Corporation Upgrades PeopleSoft Financials/Enterprise Service
Automation from Release 7.5 to 9.0
Diane Angus, Harris Corporation
Brett Kearney, Cardinal Point Solutions
Mark Rosenberg, Oracle
Tuesday,
9/23/2008
5:00 PM
Moscone
West
3000
S299294 IT Governance and the PMO: Success Stories Velina Williams, MetLife
Jag Kalagiri, ProLogis
Howard Shaw, Oracle
Wednesday,
9/24/2008
9:00 AM
Moscone
West
3000
S298406 Contracted Maintenance and Repair with PeopleSoft eSupplier Connection Mike Lizio, Oracle
Mark Rosenberg, Oracle
Wednesday,
9/24/2008
11:30 AM
Sea Cliff
S299321 From Discovery to Definition: The Transformation to a High-Performance
Public Utility Using PeopleSoft ESA and EPM
Melissa Gatterdam, Cincinnati MSD; Jaya Joshi,
Cincinnati MSD; Mike Castronovo, AMC;
Mark Rosenberg, Oracle
Wednesday,
9/24/2008
5:00 PM
Moscone
West
3000
S299307 PeopleSoft: Your One-Stop-Shop for Capital Projects and Maintenance Christie Shan, BearingPoint
Maria Pollieri, Oracle
Mike Madden, Oracle
Thursday,
9/25/2008
9:00 AM
Moscone
West
3000
S299310 PeopleSoft Project Costing Integrations and the Methodologies Behind Them Shabi Farooq, Oracle
Hamesh Tiwari, Oracle
Thursday,
9/25/2008
10:30 AM
Moscone
West
3000
S298912 Q&A with Your Friends in PeopleSoft Development and Strategy Alex Man, Oracle; Amira Morcos, Oracle; Mark
Rosenberg, Oracle; Maria Ana Santiago, Oracle
Thursday,
9/25/2008
1:30 PM
Moscone
West
3003

52. © 2008 Oracle Corporation – Proprietary and Confidential
Additional Information
Accelerate your Evaluation and Planning
Oracle PeopleSoft DemoPods at the DEMOgrounds
• PeopleSoft Enterprise Service Automation (ESA) Solutions (Location R06)
• PeopleSoft Asset Lifecycle Management (ALM) Solutions (Location R09)
Oracle PeopleSoft DemoPods at the DEMOgrounds
• PeopleSoft Enterprise Service Automation (ESA) Solutions (Location R06)
• PeopleSoft Asset Lifecycle Management (ALM) Solutions (Location R09)
MetaLink: Advisor Webcast Program
Live Webcasts
MetaLink / Knowledge / Tools and Training / Training
(Web Seminars)
Oracle University
Instructor-led Training

53. © 2008 Oracle Corporation – Proprietary and Confidential
For More Information
PeopleSoft Enterprise Digital Resource Disk
• Product Data Sheets
• Best Practices Guides
• Release Notes
• Cumulative Feature Overviews
• Mini Courses and Podcasts
• Learning Paths
• Customer Success Stories
• Helpful Information about:
 PeopleSoft Applications
 PeopleTools
 UPK
 PeopleBooks
 Consulting
 Upgrade
 PeopleSoft Training
Documents, Webcasts, Podcasts, Demos,
and more - all on a self-launching CD-ROM
AVAILABLE AT THE PEOPLESOFT
DEMO PODS AT MOSCONE WEST

54. © 2008 Oracle Corporation – Proprietary and Confidential
For More Information
search.oracle.com
or
oracle.com
PeopleSoft Project Costing
PeopleSoft Fixed Asset Accounting
PeopleSoft Asset Lifecycle Management

55. © 2008 Oracle Corporation – Proprietary and Confidential