PeopleSoft Project Insights — Technical Developer Reference

Load Project XML

📁

Drop PeopleSoft project XML here

Exported via App Designer → Tools → Copy Project → To File

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PeopleSoft Project Insights — Developer Guide

This utility assists PeopleSoft technical developers in reviewing, analyzing, and auditing App Designer projects by parsing the exported XML structure.

🔑 Core Features

#	Object Type	Name / Key 1	Key 2	Key 3 / 4	Query	Src	Tgt	Action	Take?	Done?	Retrofit?
No data loaded yet. Please upload a PeopleSoft project XML file.

Upload XML – Drag-and-drop or select any App Designer project XML export file (Copy Project → To File).

Search and filters – Use search, Object Type, Source Status, Upgrade Action, and Retrofit filters to narrow objects.

Side-by-Side Detail Panel – Click a row to inspect full attributes, record field definitions, and source code.

Source Code Viewer – Formatted and syntax-highlighted SQL, PeopleCode, HTML, and CSS blocks.

CSV Export & PDF Print – Export currently filtered objects or print a clean technical reference summary sheet.

⚙️ Quick actions

Export CSV – Downloads the active object list with filters applied.

TDD (Technical Design Document) – Generates a formatted Technical Design Document for the current filtered objects, including metadata badges, object properties, long descriptions, and embedded source code suitable for PDF export.

PUM / Tools Upgrade checkbox – Toggles retrofit mode and shows the Retrofit column when relevant.

🔄 PUM & Tools Upgrades

Toggle the PUM / Tools Upgrade Project checkbox at the top-right of the Analytics Dashboard card to enable upgrade tracking:

Retrofit? status is tracked for all custom modified objects.

Enabling this reveals the **Retrofit?** column, detail flags, filter dropdown, and integrates it into CSV/PDF prints.

🔑 Retrofit Logic Matrix

Retrofit tracking is evaluated directly from the raw XML codes eSourceStatus and eTargetStatus. An object requires retrofit (Yes) only when it is Customer Modified — i.e. a PeopleSoft-delivered object that the customer has also customised:

Classification	eSourceStatus	eTargetStatus	Retrofit?
Customer Added	1 — Absent	4 — Custom Changed 5 — Custom Unchanged	No
Customer Modified ✅	2 — Changed 3 — Unchanged	4 — Custom Changed 5 — Custom Unchanged	Yes
Customer Deleted	1 — Absent	2 — Changed 3 — Unchanged	No
PeopleSoft Added	Any	1 — Absent	No
PeopleSoft Modified	2 — Changed 3 — Unchanged	2 — Changed 3 — Unchanged	No

Classification

eSourceStatus

eTargetStatus

Retrofit?

Customer Added

1 — Absent

4 — Custom Changed
5 — Custom Unchanged

Customer Modified ✅

2 — Changed
3 — Unchanged

4 — Custom Changed
5 — Custom Unchanged

Yes

Customer Deleted

1 — Absent

2 — Changed
3 — Unchanged

PeopleSoft Added

Any

1 — Absent

PeopleSoft Modified

2 — Changed
3 — Unchanged