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All of the windows listed in the table are accessible when you use the Project Billing responsibility. All of the windows except those that apply only to project billing are accessible when you use the Project Costing responsibility. The navigation paths listed below assume you are using the Project Billing or Project Costing responsibility.

Unless otherwise noted, refer to the Oracle Projects User's Guide for more information on GUI windows or processes.
 

Character Mode Form and Menu Path	GUI Window or Process, and Navigation Path
Adjust Invoice  \ Navigate Billing Invoice Adjust	Invoice Line Details window  See: Adjusting Project Invoices  Navigator: Billing > Invoice Review. Find the invoice you want to adjust. Choose the Invoice, Invoice Lines, and Details buttons to open the Invoice Line Details window.
Adjust Project Expenditures  \ Navigate Project Adjust	Invoice Line Details window  See: Adjusting Expenditure Items  Navigator: Expenditures > Expenditure Inquiry. Find the expenditures you want to adjust. In the Expenditure Items window, choose the item(s) you want to adjust. Choose an option from the Special menu to specify how you want to adjust the expenditure item(s). Choose Run to select the Project Streamline Request process for the adjustment.
Assign Descriptive Security Rules  \ Navigate Implement Financials Flexfields Descriptive Security Assign	Assign Security Rules window  See: Assigning Security Rules (Oracle Applications Flexfields Guide)   Navigator: Setup > Flexfields > Descriptive > Security > Assign. Enable Descriptive Flexfield, enter search criteria, and choose Find.
Assign Employees  \ Navigate Implement Financials Personnel Employees Assign	Person Information window  See: Employee and Employee Assignments  Navigator: Setup > Human Resources > Employees. Find the employee you want to assign a job. Choose More. Select Assignment.
Assign Function Parameters  \ Navigate Implement Financials Flexfields FlexBuilder Assign	FlexBuilder is replaced by the Account Generator in Oracle Workflow.  See: Overview of Account Generator (Oracle Applications Flexfields Guide)
Assign Rules  \ Navigate Implement System AutoAccounting Assign	Assign AutoAccounting Rules window  See: Assigning Rules to Transactions  Navigator: Setup > AutoAccounting > Assign Rules
Assign Security Rules  \ Navigate Implement Financials Flexfields Validation Security Assign	Assign Security Rules window  See: Assigning Security Rules (Oracle Applications Flexfields Guide)  Navigator: Setup > Flexfields > Validation > Security > Assign. Enable Value Set, enter search criteria, and choose the Find button.
Authorize Distribution  \ Navigate Project Authorize	Controlling Billing by Top Task window  Navigator: Billing > Control Billing by Top Task
Billing Extensions  \ Navigate Implement Billing Extensions	Billing Extensions window  Navigator: Setup > Billing > Extensions
Configure Revenue Authorization Rules  \ Navigate Implement Billing Revenue	Project Types window  Navigator: Setup > Projects > Project Types. Enter or find the project type for which you want to enter distribution rules. Select Distribution Rules from the options.
Copy Pre-Approved Timecards  \ Navigate Expend Pre-Approved Copy	Copy From Expenditure Batch window  Navigator: Expenditures > Pre-Approved Batches > Enter. Enter new batch information and save. Choose Copy From.
Copy Projects  \ Navigate Project Other Copy	Projects window. See: Project Entry  Navigator: Projects. Find project or template you want to copy. Choose Copy To. Enter Quick Entry fields. Choose OK.
Define Agreement Types  \ Navigate Implement Agreement	Agreement Types window  Navigator: Setup > Billing > Agreement Types
Define Bill Rate Schedules  \ Navigate Implement Expend Labor BillRates	Bill Rate Schedules window  Navigator: Setup > Billing > Bill Rate Schedules
Define Bill Rate Schedules  \ Navigate Implement Expend Non-Labor BillRates	Bill Rate Schedules window  Navigator: Setup > Billing > Bill Rate Schedules
Define Burden Cost Codes  \ Navigate Implement Burden Codes	Burden Cost Codes window  Navigator: Setup > Costing > Burden > Cost Codes
Define Burden Cost Multipliers  \ Navigate Implement Expend Burden Multipliers	Burden Schedules window  Navigator: Setup > Costing > Burden > Schedules
Define Burden Schedules  \ Navigate Implement Burden Schedules	Burden Schedules window  Navigator: Setup > Costing > Burden > Schedules
Define Burden Structures  \ Navigate Implement Burden Structures	Burden Structures window  Navigator: Setup > Costing > Burden > Structures
Define Class Codes  \ Navigate Implement Project Classes	Class Categories and Codes window  See: Project Classifications (Class Categories and Class Codes)  Navigator: Setup > Projects > Classifications
Define Compensation Rules  \ Navigate Implement Expend Labor Rules	Compensation Rules window  Navigator: Setup > Costing > Labor > Compensation Rules
Define Contact Types  \ Navigate Implement Project Customers Contacts	Contact Types window  Navigator: Setup > Projects > Customers > Contact Types
Define Cost Bases  \ Navigate Implement Burden Bases	Cost Bases window  See: Cost Bases and Cost Base Amount Types  Navigator: Setup > Costing > Burden > Bases
Define Credit Types  \ Navigate Implement Project Credit	Credit Types window  Navigator: Setup > Billing > Credit Types
Define Cross-Validation Rule  \ Navigate Implement Financials Flexfields Key Rules	Cross-Validation Rules window  Navigator: Setup > Flexfields > Key > Rules
Define Descriptive Flexfield Segments  \ Navigate Implement Financials Flexfields Descriptive Segments	Descriptive Flexfield Segments window  See: Descriptive Flexfields  Navigator: Setup > Flexfields > Descriptive > Segments
Define Descriptive Security Rule  \ Navigate Implement Financials Flexfields Descriptive Security Define	Define Security Rules window  See: Defining Security Rules (Oracle Applications Flexfields Guide)   Navigator: Setup > Flexfields > Validation > Security > Define. Enable Key Flexfield, enter search criteria, and choose Find.
Define Descriptive Segment Values  \ Navigate Implement Financials Flexfields Descriptive Values	Descriptive Flexfield Values window  See: Descriptive Flexfields  Navigator: Setup > Flexfields > Descriptive > Values
Define Event Types  \ Navigate Implement Project Events	Event Types window  Navigator: Setup > Billing > Event Types
Define Expenditure Categories  \ Navigate Implement Expend Categories	Expenditure Categories window  Navigator: Setup > Expenditures > Expenditure Categories
Define Expenditure Cost Rates  \ Navigate Implement Expend Non-Labor Cost Rates	Expenditure Types window  See: Defining Cost Rates for Expenditure Types  Navigator: Setup > Expenditures > Expenditure Types. Select the expenditure type for which you want to enter a cost rate. Choose Cost Rates.
Define Expenditure Types  \ Navigate Implement Expend Types	Expenditure Types window  Navigator: Setup > Expenditures > Expenditure Types
Define FlexBuilder Parameters  \ Navigate Implement Financials Flexfields FlexBuilder Parameters	FlexBuilder is replaced by the Account Generator in Oracle Workflow.  See: Overview of Account Generator (Oracle Applications Flexfields Guide)
Define Implementation Options  \ Navigate Implement System Options	Implementation Options window  Navigator: Setup > System > Implementation Options
Define Invoice Formats  \ Navigate Implement Billing Invoice	Invoice Formats window  Navigator: Setup > Billing > Invoice Formats
Define Jobs  \ Navigate Implement Financials Personnel Jobs	Jobs window  Navigator: Setup > Human Resources > Jobs
Define Key Flexfield Segment  \ Navigate Implement Financials Flexfields Key Segments	Key Flexfield Segments window  See: Defining Security Rules (Oracle Applications Flexfields Guide)  Navigator: Setup > Flexfields > Key > Segments
Define Key Segment Values  \ Navigate Implement Financials Flexfields Key Values	Segment Values window  See: Segment Values Window (Oracle Applications Flexfields Guide)  Navigator: Setup > Flexfields > Key > Values
Define Labor Cost Multipliers  \ Navigate Implement Expend Labor Multipliers	Labor Cost Multipliers window  Navigator: Setup > Costing > Labor > Cost Multipliers
Define Labor Cost Rates  \ Navigate Implement Expend Labor CostRates	Employee Cost Rates window  Navigator: Setup > Costing > Labor > Employee Cost Rates
Define Location  \ Navigate Implement Financials Personnel Location	Location window  Navigator: Setup > Human Resources > Locations
Define Lookup Sets  \ Navigate Implement System AutoAccounting Lookups	AutoAccounting Lookup Sets window  See: Defining a Lookup Set  Navigator: Setup > AutoAccounting > Lookup Sets
Define Non-Labor Resources  \ Navigate Implement Expend Non-Labor Resources	Non-Labor Resources window  Navigator: Setup > Expenditures > Non-Labor Resources
Define Organization Hierarchy  \ Navigate Implement Financials Personnel Organizations Hierarchy	Organization Hierarchy window  Navigator: Setup > Human Resources > Organizations > Hierarchies
Define Organizations  \ Navigate Implement Financials Personnel Organizations Define	Organization window  Navigator: Setup > Human Resources > Organizations > Define
Define Process Responsibility Types  \ Navigate Implement Run	Obsolete in GUI  Note: Projects now uses the Standard Request Submission request groups for report submission security, rather than Process Responsibility Type. See: Obsolete Profile Options
Define Project Accounting Periods  \ Navigate Implement System Periods	Maintain PA Period Statuses window  See: Defining PA Periods  Navigator: Setup > System > PA Periods
Define Project Customer Relationships  \ Navigate Implement Project Customers Relationships	Project Customer Relationships window  Navigator: Setup > Projects > Customers > Relationships
Define Project Role Types  \ Navigate Implement Project Roles	Project Role Types window  Navigator: Setup > Projects > Role Types
Define Project Types  \ Navigate Implement Project Types	Project Types window  Navigator: Setup > Projects > Project Types
Define Quickcodes  \ Navigate Implement Financials Personnel Quickcodes	QuickCodes window  See: Adding QuickCode Values (Oracle Human Resources User's Guide)   Navigator: Setup > Human Resources > QuickCodes
Define Revenue Categories  \ Navigate Implement Expend Revenue	Revenue Categories window  Navigator: Setup > Expenditures > Revenue Categories
Define Rules  \ Navigate Implement System AutoAccounting Rules	AutoAccounting Rule window  Navigator: Setup > AutoAccounting > Rules
Define Security Rule  \ Navigate Implement Financials Flexfields Security Define	Define Security Rules window  See: Defining Security Rules (Oracle Applications Flexfields Guide)   Navigator: Setup > Flexfields > Validation > Security > Define. Enable Value Set, enter search criteria, and choose Find.
Define Segment Values  \ Navigate Implement Financials Flexfields Validation Values	Segment Values window  See: Segment Values Window (Oracle Applications Flexfields Guide)   Navigator: Setup > Flexfields > Descriptive > Values
Define Service Types  \ Navigate Implement Project Task	Service Types window  Navigator: Setup > Projects > Service Types
Define Statuses  \ Navigate Implement Project Statuses	Project Statuses window  Navigator: Setup > Projects > Statuses
Define Transaction Sources  \ Navigate Implement Transaction Sources	Transaction Sources window  Navigator: Setup > Expenditures > Transaction Sources
Define Units  \ Navigate Implement Expend Units	Units window  Navigator: Setup > Expenditures > Units
Define Usage Cost Rate Overrides  \ Navigate Implement Expend Non-Labor Overrides	Non-Labor Resources window  See: Defining Usage Cost Rate Overrides  Navigator: Setup > Expenditures > Non-Labor Resources. Select the resource for which you want to enter a cost rate override. Choose Cost Rates.
Define Value Set  \ Navigate Implement Financials Flexfields Validation Sets	Value Sets window  See: Value Sets (Oracle Applications Flexfields Guide)   Navigator: Setup > Flexfields > Validation > Sets
Enter Agreements  \ Navigate Agreement Enter	Agreement window  Navigator: Billing > Agreements
Enter Budgets  \ Navigate Project Budget	Budgets window  See: Budget Entry  Navigator: Budgets. Find project and budget type you want to enter. Choose Find Draft.
Enter Cost Distribution Overrides  \ Navigate Project Other Overrides	Organization Overrides window  Navigator: Projects. Find the project for which you want to enter credit receivers. Choose Open. Select Organization Overrides from the Project Options.
Enter Credit Receivers  \ Navigate Project Other Credit	Credit Receivers window  Navigator: Projects. Find the project for which you want to enter credit receivers. Choose Open. Expand Billing Information. Select Credit Receivers.
Enter Employees  \ Navigate Implement Financials Personnel Enter	Enter Person window  See: Integrating with Human Resources  Navigator: Setup > Human Resources > Employees
Enter Events  \ Navigate Project Other Events	Events windows  Navigator: Billing > Events
Enter Expense Reports  \ Navigate Expend Online ExpenseReports Enter	Note: To enter expense reports that are not pre-approved, use Oracle Personal Time and Expense.  See: Overview of Oracle Personal Time and Expense
Enter Pre-Approved Expense Reports  \ Navigate Expend Pre-Approved ExpenseReports	Expenditures window  Navigator: Expenditures > Pre-Approved Batches > Enter. Enter batch number. Choose Expenditures.
Enter Pre-Approved Timecards  \ Navigate Expend Pre-Approved Timecards	Expenditures window  Navigator: Expenditures > Pre-Approved Batches > Enter. Enter batch number. Choose Expenditures.
Enter Pre-Approved Usages  \ Navigate Expend Pre-Approved Usages	Expenditures window  Navigator: Expenditures > Pre-Approved Batches > Enter. Enter batch number. Choose Expenditures.
Enter Projects  \ Navigate Project Enter	Projects window  Navigator: Projects. Find project or template you want to copy. Choose Copy To. Enter Quick Entry fields. Choose OK.
Enter Tasks  \ Navigate Project Tasks	Tasks window  Navigator: Projects. Find the project or project template for which you want to enter a task. Choose Open. Select Tasks from the project options.
Enter Timecards  \ Navigate Expend Online Timecards Enter	Note: To enter timecards that are not pre-approved, use Oracle Personal Time and Expense.  See: Overview of Oracle Personal Time and Expense
FlexBuilder Test Screen  \ Navigate Implement Financials Flexfields FlexBuilder Test	FlexBuilder is replaced by the Account Generator in Oracle Workflow.  See: Overview of Account Generator (Oracle Applications Flexfields Guide)
Generate New Baseline  \ Navigate Agreement Baseline	Budgets window  See: Baselining a Draft  Navigator: Budgets. Find the submitted draft that you want to baseline. Choose Baseline.
Release Invoice  \ Navigate Billing Invoice Release	Invoice Line Details window  See: Releasing Invoices  Navigator: Billing > Invoice Review. Find the invoice you want to release. Choose Release.
Release Pre-Approved Expenditures  \ Navigate Expend Pre-Approved Release	Expenditure Batches window  Navigator: Expenditures > Pre-Approved Batches > Enter. Select the batch or batches you want to release. Choose Release.
Review All Expense Reports  \ Navigate Expend Online ExpenseReports Review All	Review Online Time and Expense window  Navigator: Expenditures > Online Expenditure Review > All
Review All Timecards  \ Navigate Expend Online Timecards Review All	Review Online Time and Expense window  Navigator: Expenditures > Online Expenditure Review > All
Review Expense Reports  \ Navigate Expend Online ExpenseReports Review Supervisor	Review Online Time and Expense window  Navigator: Expenditures > Online Expenditure Review > Supervisor
Review Invoice  \ Navigate Billing Invoice Review	Invoice Lines window  Navigator: Billing > Invoice Review. Find the invoice you want to review. Choose Open. To view invoice lines, choose Invoice Lines.
Review Revenue  \ Navigate Billing Revenue	Revenue Review windows  See: Reviewing Revenue  Navigator: Billing > Revenue Review
Review Timecards  \ Navigate Expend Online Timecards Review Supervisor	Review Online Time and Expense window  Navigator: Expenditures > Online Expenditure Review > Supervisor
Search Projects  \ Navigate Project Inquiry Search	Find Projects window  See: Project Entry  Navigator: Projects. Enter search criteria. Choose Find.
Submit Processes  \ Navigate Run Processes	Submit Request window  Navigator: Other > Requests > Run. Find the Process you want to run. Enter process parameters and choose Submit.
Submit Project Streamline Requests  \ Navigate Project Streamline	Submit Request window  Navigator: Other > Requests > Run. Find the Project Streamline Process you want to run. Enter process parameters and choose Submit.
Submit Reports  \ Navigate Run Reports	Submit Request window  Navigator: Other > Requests > Run. Find the Report you want to run. Enter report parameters and choose Submit.
Update Expense Report Batches  \ Navigate Expend Batch	Expenditures window  See: Correcting Expenditure Batches  Navigator: Expenditures > Pre-Approved Batches > Review. Find the expenditure batch you want to rework. Choose Rework. Choose Expenditures to display the Expenditures window.
Update Personal Profile Options  \ Navigate Other Profile	Personal Profile Values window  See: Setting User Profile Options (Oracle Applications System Administrator's Guide)  Navigator: Other > Profile
View Burdened Costs  \ Navigate Implement Burden View	View Burdened Costs window  Navigator: Setup > Costing > Burden > View
View Concurrent Requests  \ Navigate Other Requests	Requests window  See: Viewing Requests (Oracle Applications User's Guide)  Navigator: Other > Concurrent. Choose the Open button to see the detail window.  or  Choose View My Requests from the Help menu  or  Navigator: Other > Requests > View
View Cost Distribution Details  \ Navigate Expend Inquiry	Expenditure Items window  See: Performing a Project Expenditure Inquiry  Navigator: Expenditures > Expenditures Inquiry. Find the expenditure item you want to view. Choose Item Details, then select Cost Distribution Lines from the Inquiry Options window.
View Expense Reports  \ Navigate Expend Online ExpenseReports View	Note: To view expense reports entered in Oracle Personal Time and Expense, use Oracle Personal Time and Expense.  See: Overview of Oracle Personal Time and Expense
View Function Parameters  \ Navigate Implement System AutoAccounting Parameters	AutoAccounting Rule window. You can also review function parameters by submitting the IMP AutoAccounting Functions Listing.  See: AutoAccounting Parameters  Navigator: Setup > AutoAccounting > Rules
View Project Expenditures  \ Navigate Project Inquiry Expenditures	Expenditure Inquiry window  Navigator: Expenditures > Expenditure Inquiry. Select Project to view expenditure items in a single project only. Select All to view expenditure items across projects.
View Project Funding  \ Navigate Project Inquiry Funding	Project Funding Inquiry window  Navigator: Billing > Funding Inquiry
View Project Status  \ Navigate Project Inquiry Status View	Project Status window  Navigator: Project Status
View Timecards  \ Navigate Expend Online Timecards View	Note: To view timecards entered in Oracle Personal Time and Expense, use Oracle Personal Time and Expense.  See: Overview of Oracle Personal Time and Expense