Previous	Next		Contents	Index	Navigation	Glossary	Library

• Each project and project template is owned by one and only one operating unit (the project operating unit).

• Project numbers and project template numbers are unique across all operating units in a single installation.

• Customers are shared across operating units, while customer sites are associated with a specific operating unit.

• Customer agreements are owned by one operating unit and can fund projects within that operating unit only.

• Expenditures can be charged or transferred to any project as long as the expenditure operating unit and project operating unit share the same GL set of books, business group, and PA period type.

• Costs are processed in the expenditure operating unit into which costs were entered.

• Expenditures are entered in the expenditure operating unit in Oracle Projects (timecards, expense reports and non-labor resource usage), AP (supplier invoices) or PO (requisitions and purchase orders).

• Oracle Personal Time and Expense will identify the expenditure operating unit during the Submit Timecard and Expense Reports process. Each user in PTE is associated with one and only one expenditure operating unit. See: Overview of Oracle Personal Time and Expense.

• Costs are calculated in the expenditure operating unit using cost rates set up for the expenditure operating unit, and are burdened based on the project burden schedule.

• Accounting transactions are generated in the expenditure operating unit, and use the expenditure operating unit's AutoAccounting or Account Generator process.

• Supplier invoices for a project are interfaced from the expenditure operating unit in Oracle Payables to the same operating unit in Oracle Projects.

• Labor cost is interfaced from the expenditure operating unit in Oracle Projects to the Oracle General Ledger set of books that is associated with the operating unit.

• Expense reports entered in Oracle Projects are interfaced from the expenditure operating unit in Oracle Projects to the same operating unit in Oracle Payables. If the expense report is entered as an invoice in Oracle Payables, it is interfaced from the expenditure operating unit in Oracle Payables to the same operating unit in Oracle Projects.

• The Expenditure Inquiry window can be viewed in one of two modes:

• Project Mode

In project mode, Expenditure Inquiry displays expenditures specific to a project in the project operating unit.

• Cross-Project Mode

In cross-project mode, Expenditure Inquiry displays expenditures in all chargeable projects in the expenditure operating unit.

• Revenue and invoices are processed by the project operating unit against transactions from any expenditure operating units.

• Draft revenue and draft invoices are calculated in the project operating unit using the project operating unit's bill rates, the project billing rate overrides, or the project labor multipliers.

• Project costs charged across operating units must be processed in the expenditure operating unit before they can be processed as project revenue and invoices in the project operating unit.

Note: The Project Streamline Process will calculate costs for expenditure items incurred in the project operating unit only.

• Accounting transactions for project billing are generated in the project operating unit using the project operating unit's AutoAccounting.

• Revenue is interfaced to Oracle General Ledger under the project operating unit, using the project operating unit's AutoAccounting.

• Invoices are interfaced to Oracle Receivables under the project operating unit.

• Transfers and splits will generate transactions in the same operating unit as the original transaction, although the transfer may be to any chargeable project.

• Project-oriented reports (reports that can be printed for a single project or a range of projects) are submitted from the project operating unit on project-related transactions across expenditure operating units.

• Project summary amounts are processed and stored in the project operating unit. Project Status Inquiry performs queries on projects within the project operating unit.

• Employee- or organization-oriented reports will report all transactions to chargeable projects entered within the operating unit from which the report is submitted.

• Each asset is capitalized from one and only one capital project to an Oracle Assets corporate book that is associated with the project operating unit's set of books.