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Oracle Applications Implementation Checklist for Oracle Projects Integration

The following checklist includes the setup steps for other Oracle Applications that affect the integration of Oracle Projects with those applications. You should understand the implications of integration with Oracle Projects as you perform these setup steps for other Oracle Applications. See the Setup chapter of each product's User's Guide for comprehensive implementation information for the product.

You only need to complete the steps for the applications that you are implementing with Oracle Projects.

Step Number Step Description Project Costing Project Billing
Oracle Payables
Step 1 Define your Payables Options for expense reports. See: Payables Options Required Required
Step 2 Specify profile options for project-related invoice entry. See: Updating profile options for Integration with other Products Required Required
Step 3 Set up the Account Generator to generate the supplier invoice account. See: The Account Generator in Oracle Projects Required Required
Step 4 Define project-related distribution sets. See: Project Related Distribution Sets Optional Optional
Oracle Purchasing
Step 5 Specify profile options for project-related document entry. See: Updating profile options for Integration with other Products Required Required
Step 6 Set up the Account Generator to generate project-related accounts in Oracle Purchasing. See: The Account Generator in Oracle Projects Required Required
Oracle Receivables
Step 7 Specify system options for project invoice processing. See: Specifying system options - Required
Step 8 Define transaction types. Transaction Types for Invoice Processing - Optional
Step 9 Specify profile options for project invoices. See: Updating profile options for Integration with other Products - Required
Step 10 Define Automatic Accounting in Receivables. See: Automatic Accounting in Oracle Receivables - Required
Step 11 Define salesperson for sales credit. See: Salespersons and Credit Types - Optional
Step 12 Setting up tax for project invoices. See: Applying tax to project invoices - Required
Oracle Inventory
Step 13 Define project-related transaction types in Oracle Inventory. See: Oracle Inventory User's Guide Required Required
Oracle Project Manufacturing
Step 14 Install and implement Oracle Project Manufacturing. See: Oracle Project Manufacturing User's Guide Required Required
Oracle Workflow
Step 15 Install and implement Oracle Workflow. See: Oracle Workflow Guide Required Required
Step 16 Implement Project Workflow. See: Implementing Project Workflow. Required Required
Step 17 Implement Budget Workflow. See: Implementing Budget Workflow. Required Required
Step 18 Implement project workflow extension. See: Project Workflow Extension. Optional Optional
Step 19 Implement budget workflow extension. See: Budget Workflow Extension. Optional Optional
Oracle Personal Time and Expense
Step 20 Populate employee table for multi-organization support. See: Setting Up PTE for Multi-Organization Support Required Required
Step 21 Specify profile options for timesheet and expense report approval. See: Updating profile options for Integration with other Products and AutoApprove Profile Options (Oracle Personal Time and Expense System Administrator's Guide) Optional Optional
Step 22 Define summary-level validation client extensions. See: Summary-Level Validation Extensions (Oracle Personal Time and Expense System Administrator's Guide) Optional Optional
Step 23 Define routing client extensions. See: Routing Extensions (Oracle Personal Time and Expense System Administrator's Guide) Optional Optional
Step 24 Define approval client extensions. See: Approval Extensions (Oracle Personal Time and Expense System Administrator's Guide) Optional Optional
Step 25 Define time or expense entry client extensions. See: TIme or Expense Entry Extensions (Oracle Personal Time and Expense System Administrator's Guide) Optional Optional
Oracle Activity Management Gateway
Step 26 Specify profile option for product licensing. See: Updating profile options for Integration with other Products Required Required
Step 27 Set up controls over imported data. See: Control Actions Window Required Required
Step 28 Set up source products. See: Source Products Window Required Required
Oracle Project Analysis Collection Pack
Step 29 Specify profile option for product licensing. See: Updating profile options for Integration with other Products Required Required
Step 30 Specify profile option for collection level. See: Updating profile options for Integration with other Products Optional Optional
Step 31 Revise standard metadata. See: Oracle Project Analysis Collection Pack Implementation Guide Optional Optional
Table 1 - 79. (Page 4 of 4)

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