11g Release 1 (11.1.1.5.0)
Part Number E20384-01
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Oracle® Fusion
Applications Project Management Implementation Guide 11g Release 1 (11.1.1.5.0) Part Number E20384-01 |
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This chapter contains the following:
Selecting a Current Period for a Period Profile: Example
Using Period Profiles: Examples
Period profiles specify how periods are grouped and displayed when you edit financial or project plans that allow entry of amounts based on a calendar.
Important
Period profiles do not affect the periods for which you enter amounts. That is determined by the start and end dates of the financial or project plan line.
You select a period profile when specifying plan settings for a financial plan type or a project plan type. With the appropriate access, you can override this selection when creating budget or forecast versions for a project. Similarly, you can override the period profile associated with the project plan type at the project template or project level.
Period profiles are based on groups of periods from either an accounting calendar or a project accounting calendar. You can define an unlimited number of period groupings of varying duration in a period profile.
Oracle Fusion Projects provides two predefined period profiles: one based on the accounting calendar and the other based on the project accounting calendar. Both have 52 single period groupings. That is, each period grouping contains one period of a week's duration.
You designate one period grouping in a period profile as the current period. The current period provides a reference point for grouping historical, current, and future period amounts.
When reviewing financial or project plans, the current planning period determines the period grouping with the current period. Periods before and after the current period are grouped using the period groupings. Amounts for periods outside the range specified by the period profile are summed and displayed as total amounts for a preceding period or succeeding period.
The following table describes a period profile set up to accommodate detailed and summary-level planning for long-term projects. This period profile enables entry of amounts for a mix of monthly, quarterly, semiannual, and annual periods for a span of five years.
|
Period Grouping |
Number of Periods |
Year |
|---|---|---|
|
1 |
12 |
1 |
|
2 |
6 |
2 |
|
3 |
3 |
2 |
|
4 |
3 |
2 |
|
5 |
1 |
3 |
|
6 (current period) |
1 |
3 |
|
7 |
1 |
3 |
|
8 |
1 |
3 |
|
9 |
1 |
3 |
|
10 |
1 |
3 |
|
11 |
3 |
3 |
|
12 |
3 |
3 |
|
13 |
12 |
4 |
|
14 |
12 |
5 |
Assume that the period profile is associated with a project with the following details:
Start Date: July 1, 2005
Duration: 10 years
Current Planning Period: Aug-2010
When you review financial or project plans, information appears as follows:
|
Period or Period Group |
Number of Periods |
Duration |
|---|---|---|
|
Preceding |
36 |
July 2005 to June 2008 |
|
1 |
12 |
July 2008 to June 2009 |
|
2 |
6 |
July 2009 to December 2009 |
|
3 |
3 |
January 2010 to March 2010 |
|
4 |
3 |
April 2010 to June 2010 |
|
5 |
1 |
July 2010 |
|
6 |
1 |
August 2010 |
|
7 |
1 |
September 2010 |
|
8 |
1 |
October 2010 |
|
9 |
1 |
November 2010 |
|
10 |
1 |
December 2010 |
|
11 |
3 |
January 2011 to March 2011 |
|
12 |
3 |
April 2011 to June 2011 |
|
13 |
12 |
July 2011 to June 2012 |
|
14 |
12 |
July 2012 to June 2013 |
|
Succeeding |
36 |
July 2013 to June 2015 |
Period profiles specify how periods are grouped and displayed when you edit financial or project plans that allow entry of amounts based on a calendar.
The following are examples of defining period profiles for planning short-term and long-term projects. Both examples assume the use of one-month periods from the accounting calendar.
The following table describes a period profile set up to accommodate detailed planning for short-term projects. This period profile enables entry of amounts by month for a period of one year.
|
Period Grouping |
Number of Periods |
|---|---|
|
1 |
1 |
|
2 |
1 |
|
3 |
1 |
|
4 |
1 |
|
5 |
1 |
|
6 |
1 |
|
7 |
1 |
|
8 |
1 |
|
9 |
1 |
|
10 |
1 |
|
11 |
1 |
|
12 |
1 |
The following table describes a period profile set up to accommodate detailed and summary-level planning for long-term projects. This period profile enables entry of amounts for a mix of monthly, quarterly, semiannual, and annual periods for a span of five years.
|
Period Grouping |
Number of Periods |
Year |
|---|---|---|
|
1 |
12 |
1 |
|
2 |
6 |
2 |
|
3 |
3 |
2 |
|
4 |
3 |
2 |
|
5 |
1 |
3 |
|
6 |
1 |
3 |
|
7 |
1 |
3 |
|
8 |
1 |
3 |
|
9 |
1 |
3 |
|
10 |
1 |
3 |
|
11 |
3 |
3 |
|
12 |
3 |
3 |
|
13 |
12 |
4 |
|
14 |
12 |
5 |
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