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Oracle Projects Fundamentals
Release 12.1
Part Number E13581-04
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account combination
A unique combination of segment values that records accounting transactions. A typical account combination contains the following segments: company, division, department, account and product.
accounting currency
In some financial contexts, a term used to refer to the currency in which accounting data is maintained. In this manual, this currency is called functional currency.
See also: functional currency
accounting transaction
A debit or credit to a general ledger account.
accrue through date
The date through which you want to accrue revenue for a project. Oracle Projects picks up expenditure items that have an expenditure item date on or before this date, and events that have a completion date on or before this date, when accruing revenue. Exceptions to this rule are projects that use cost-to-cost revenue accrual; in this case, the accrue through date used is the PA Date of the expenditure item's cost distribution lines.
See: summarization
actual transactions
Recorded project costs. Examples include labor, expense report, usage, burden, and miscellaneous costs.
administrative assignment
Activity on an administrative project such as personal holiday, sick day, or jury duty. Administrative assignments can also represent administrative work such as duties on an internal project. Such assignments are charged to the administrative project.
An amount of money prepaid in anticipation of receipt of goods, services, obligations or expenditures.
A contract with a customer that serves as the basis for work authorization. An agreement can represent a legally binding contract, such as a purchase order, or a verbal authorization. An agreement sets the terms of payment for invoices generated against the agreement, and affects whether there are limits to the amount of revenue you can accrue or bill against the agreement. An agreement can fund the work of one or more projects.
agreement type
A classification of agreements. Typical agreement types include purchase order and service agreement.
A method for distributing existing amounts between and within projects and tasks. The allocation feature uses existing project amounts to generate expenditure items for specified projects.
allocation method
An attribute of an allocation rule that specifies how the rule collects and allocates the amounts in the source pool.
See also: full allocation, incremental allocation
allocation rule
A set of attributes that describes how you want to allocate amounts in a source pool to specified target projects and tasks.
See also: source pool
allocation run
The results of the PRC: Generate Allocation Transactions process.
amount class
The starting point for a time interval. Available options include period-to-date, year-to-date, and project-to-date. Used to define budgetary controls for a project.
analysis workbook
A display of enterprise information in a graphical and tabular format. The Analysis Workbook uses Discoverer to enable the user to modify the selection criteria, drill into dimension hierarchies, or link to other data elements.
approved date
The date on which an invoice is approved.
To store historical transaction data outside your database.
An object of value owned by a corporation or business. Assets are entered in Oracle Projects as non-labor resources.
See also: non-labor resource, fixed asset
assignment forecast item
The smallest unit of forecasting information for the assignment. In this entity, the smallest time unit is a day. Forecast items are created for each day of every provisional and confirmed assignment for every billable resource.
A column in a Trading Community Architecture (TCA) registry table. The attribute value is the value that is stored in the column. For example, party name is an attribute. The values of party names are stored in a column in the HZ_PARTIES table.
In Oracle Projects, a feature that determines the account coding for an accounting transaction based on the project, task, employee, and expenditure information.
AutoAccounting function
A system-defined group of related AutoAccounting transactions. Each Oracle Projects process that uses AutoAccounting has at least one AutoAccounting function.
AutoAccounting Lookup Set
A list of intermediate values and corresponding Accounting Flexfield segment values. AutoAccounting lookup sets are used to translate intermediate values such as organization names into account codes.
AutoAccounting parameter
A variable predefined by Oracle Projects that is passed into AutoAccounting that are used to determine account codings. Example AutoAccounting parameters available for an expenditure item are the expenditure type and project organization.
AutoAccounting Rule
A formula for deriving Accounting Flexfield segment values. AutoAccounting rules can use a combination of AutoAccounting parameters, AutoAccounting lookup sets, SQL statements, and constants to determine segment values.
AutoAccounting Transaction
A repository of the account coding rules needed to create one accounting transaction, predefined by Oracle Projects. For each accounting transaction created by Oracle Projects, the necessary AutoAccounting rules are held in a corresponding AutoAccounting Transaction.
autoallocation set
A group of allocation rules that you can run in sequence that you specify (step-down allocations) or at the same time (parallel allocations).
See also: step-down allocation, parallel allocation
automatic event
An event with an event type classification of Automatic. Billing extensions create automatic events to account for the revenue and invoice amounts calculated by the billing extensions.


baseline budget
The authorized budget for a project or task which is used for performance reporting and revenue calculation.
basis method
How an allocation rule is used to allocate the amounts from a source pool to target projects. The basis methods include options to spread the amounts evenly, allocate by percentage, or prorate amounts based on criteria you specify. Also referred to as the basis.
bill rate
A rate per unit at which an item accrues revenue and/or is invoiced for time and material projects. Employees, jobs, expenditure types, and non-labor resources can have bill rates.
bill rate schedule
A set of standard bill rates that stores the rates and percentage markups over cost that you charge clients for labor and non-labor expenditures.
bill site
The customer address to which project invoices are sent.
bill through date
The date through which you want to invoice a project. When Oracle Projects generates an invoice, it picks up revenue distributed expenditure items that have an expenditure item date on or before this date, and events that have a completion date on or before this date.
billable resource
A resource that has a current assignment on a billable job.
The functions of revenue accrual and invoicing.
billing cycle
The billing frequency for an project.
billing title
The job title that appears on the customer invoice. The title can be defined for the job or for the employee. Settings at the project and task level determine the billing title that is used for each labor item.
See also: employee billing title, job billing title
borrowed and lent
A method of processing cross charge transactions that generates accounting entries to pass cost or share revenue between the provider and receiver organizations within a legal entity.
See also: intercompany billing
boundary code
Ending period that the system uses for funds checking.
Estimated cost, revenue, labor hours or other quantities for a project or task. Each budget can optionally be categorized by resource. Different budget types can be set up to classify budgets for different purposes. In addition, different versions can exist for each user-defined budget type: current, original, revised original, and historical versions. The current version of a budget is the most recent baseline version.
See also: budget line, resource
budgetary controls
Control settings that enable the system to monitor and control project-related commitment transactions.
budget line
Estimated cost, revenue, labor hours, or other quantity for a project or task categorized by a resource.
burden cost code
A classification of overhead costs. A burden cost code represents the type of burden cost you want to apply to raw cost.
burden costs
Burden costs are legitimate costs of doing business that support raw costs and cannot be directly attributed to work performed.
burden multiplier
A numeric multiplier associated with an organization for burden schedule revisions, or with burden cost codes for projects or tasks. This multiplier is applied to raw cost to calculate burden cost amounts. For example, you can assign a multiplier of 95% to the burden cost code of Overhead.
burden schedule
A set of burden multipliers that is maintained for use across projects. Also referred to as a standard burden schedule. You can define one or more schedules for different purposes of costing, revenue accrual, and invoicing. Oracle Projects applies the burden multipliers to the raw cost amount of an expenditure item to derive an amount; this amount can be the total cost, revenue amount, or bill amount. You can override burden schedules by entering negotiated rates at the project and task level.
See also: firm schedule, provisional schedule, burden schedule revision, burden schedule override
burden schedule override
A schedule of negotiated burden multipliers for projects and tasks that overrides the schedule defined during implementation.
burden schedule revision
A revision of a set of burden multipliers. A schedule can be made of many revisions.
burden structure
A burden structure determines how cost bases are grouped and what types of burden costs are applied to the cost bases. A burden structure defines relationships between cost bases and burden cost codes and between cost bases and expenditure types.
burdened cost
The cost of an expenditure item, including raw cost and burden costs.
business entity
A person, place, or thing that is tracked by your business. For example, a business entity can be an account, a customer, or a part.
business group
The highest level of organization and the largest grouping of employees across which a company can report. A business group can correspond to an entire company, or to a specific division within the company.Each installation of Oracle Projects uses one business group with one hierarchy.
business view
A component of the application database that sorts underlying applications data into an understandable and consolidated set of information. By masking the complexity of the database tables, business views provide a standard set of interfaces to any tool or application that retrieves and presents data to the user.


Working capacity defined by work patterns and calendar exceptions.
The total number of hours a resource can be scheduled based on the calendar of the resource. In the case of Labor, capacity is defined in work hours. The capacity of an Organization is the total of the capacity of all assigned resources.
capital project
A project in which you build one or more depreciable fixed assets.
chart of accounts
The account structure your organization uses to record transactions and maintain account balances.
CIP asset
See: construction-in-process (CIP) asset
chargeable project
For each expenditure, a project to which the expenditure can be charged or transferred.
class category
A category for classifying projects. For example, if you want to know the market sector to which a project belongs, you can define a class category with a name such as Market Sector. Each class category has a set of values (class codes) that can be chosen for a project.
See also: class code
class code
A value within a class category that can be used to classify a project.
See also: class category
clearing account
An account used to ensure that both sides of an accounting transaction are recorded. For example, Oracle General Ledger uses clearing accounts to balance intercompany transactions.When you purchase an asset, your Paybles group creates a journal entry to the asset clearing account. When your fixed assets group records the asset, they create an offset journal entry to the asset clearing account to balance the entry from the payables group.
comment alias
A user-defined name for a frequently used line of comment text, which can be used to facilitate online entry of timecards and expense reports.
commitment transactions
Anticipated project costs for which procurement documents or invoices have been issued, but goods or services have not been received. Examples include project-related purchase requisitions and purchase orders, and supplier invoices.
A technical skill or personal ability such as Java programming, customer relations, and project billing.
competence match
A numerical comparison of the competence of a resource to the mandatory and optional competencies of a requirement. In the candidate score calculation, this number is converted to a percentage.
complete matching
A condition where the invoice quantity matches the quantity originally ordered, and you approve the entire quantity.
See also: partial matching
construction-in-process (CIP) asset
A depreciable fixed asset you plan to build during a capital project. The costs associated with building CIP assets are referred to as CIP costs. You construct CIP assets over a period of time rather than buying a finished asset. Oracle Assets lets you create, maintain, and add to your CIP assets as you spend money for material and labor to construct them. When you finish the assets and place them in service (capitalize them), Oracle Assets begins depreciating them.
See also: capital project
A customer representative who is involved with a project. For example, a billing contact is the customer representative who receives project invoices.
contact type
A classification of project contacts according to their role in the project. Typical contact types are Billing and Shipping.
contingent worker
A non-employee people resource who works for your enterprise, and for whom your enterprise is responsible for their costs and expenses. Contingent workers are frequently referred to as contract employees and temporary labor.
contract employee
See: contingent worker
contract project
A project for which you can generate revenue and invoices. Typical contract project types include Time and Materials and Fixed Price. Formerly known as a direct project.
control level
The level of control to impose on project transactions during a funds check. Available options are absolute, advisory, and none. Used to define budgetary controls for a project.
controlled budget
A budget for which budgetary controls have been enabled.
A process that converts foreign currency transactions to your functional currency.
See also: foreign currency conversion
cost base
A grouping of raw costs to which burden costs are applied.
cost budget
The estimated cost amounts at completion of a project. Cost budget amounts can be summary or detail, and can be burdened or unburdened.
cost burden schedule
A burden schedule used for costing to derive the total cost amount. You assign the cost burden schedule to a project type that is burdened; this default cost burden schedule defaults to projects that use the project type; and then from the project to the tasks below the project. You can override the cost burden schedule for a project or a task if you have defined the project type option to allow overrides of the cost burden schedule.
cost distribution
The act of calculating the cost and determining the cost accounting for an expenditure item.
cost rate
The monetary cost per unit of an employee, expenditure type, or resource.
A revenue accrual method that calculates project revenue as budgeted revenue multiplied by the ratio of actual cost to budgeted cost. Also known as percentage of completion method or percentage spent method.
credit memo
A document that partially or fully reverses an original invoice.
cross business group access (CBGA)
The ability to view data in operating units that are not associated with the current operating unit's business group.
cross business group access mode (CBGA mode)
An installation that has selected CBGA in the profile options is operating in CBGA mode.
cross charge
To charge a resource to a project owned by a different operating unit.
credit receiver
A person receiving credit for project or task revenue. One project or task can have many credit receivers for one or many credit types.
credit type
An implementation-defined classification of the credit received by a person for revenue a project earns.
Cross-Project responsibility
A responsibility that permits users to view and update any project.
cross charge transaction
An expenditure item whose provider operating unit is different from the receiver operating unit, the provider organization is different from the receiver organization, or both.
cross charge project
A project that can receive transactions from an operating unit or organization that is different from the operating unit or organization that owns the project.
cross charge type
One of the three types of cross charge transactions: intercompany, inter-operating unit, and intra-operating unit.
cross-project user
A user who is logged into Oracle Projects using a Cross-Project responsibility.
current budget
The most recently baseline budget version of the budget.
customer agreement
See: agreement


deferred revenue
An event type classification that generates an invoice for the amount of the event, and has no immediate effect on revenue. The invoice amount is accounted for in an unearned revenue account that will be offset as the project accrues revenue.
delivery assignment
Filled work position on a project that is not an administrative project.
denomination currency
In some financial contexts, a term used to refer to the currency in which a transaction takes place. In this manual, this currency is called transaction currency.
See also: transaction currency
To depreciate an asset is to spread its cost over the time you use it. You charge depreciation expense for the asset each period. The total depreciation taken for an asset is stored in the accumulated depreciation account.
direct project
See: contract project
discount rate
The minimum acceptable rate of return on an investment. Can also be described as the expected return for an investment of comparable risk. Also called required rate of return, hurdle rate, or opportunity cost of capital. You can specify annual discount rate to be used for calculating net present value and payback period for each portfolio planning cycle and scenario.
distribution line
A line corresponding to an accounting transaction for an expenditure item on an invoice, or a liability on a payment.
distribution rule
See: revenue distribution rule
draft budget
A preliminary budget that can be changed without affecting revenue accrual on a project.
draft invoice
A potential project invoice that is created, adjusted, and stored in Oracle Projects. Draft invoices require approval before they are officially accounted for in other Oracle Applications.
draft revenue
A project revenue transaction that is created, adjusted, and stored in Oracle Projects. You can adjust draft revenue before you transfer it to other Oracle Applications.
dynamic insertion
An optional Accounting Flexfields feature that allows you to create new account combinations during data entry in Oracle Applications. By enabling this feature, it prevents having to define every possible account combination that can exist. Define cross-validation rules when using this feature.


The total number of hours of a team role.
employee billing title
The job title, for use on the customer invoice, that is associated with an employee.
employee organization
The organization to which an employee is assigned.
A journal entry to reserve funds for anticipated costs. The primary purpose for posting encumbrances is to avoid overspending a budget.
End User Layer
Component of Discoverer that translates business view column names into industry standard terminology and provides links between related data tables. Discoverer accesses information through the End User Layer (EUL).
The expected additional cost to complete a project.In the forecast generation process, estimate to complete is calculated by multiple methods, including: remaining plan, plan to complete, and earned value. In Oracle Project Portfolio Analysis, estimate to complete is used to evaluate and select projects into a portfolio. It is the sum of costs that occur between the Funding Period From and Effective Period To dates.
A summary-level transaction assigned to a project or top task that records work completed and generates revenue and/or billing activity, but is not directly related to any expenditure items. For example, unlike labor costs or other billable expenses, a bonus your business receives for completing a project ahead of schedule is not attributable to any expenditure item, and would be entered as an event.
event type
A classification of events that determines the revenue and invoice effect of an event. Typical event types include Milestones, Scheduled Payments, and Write-Offs.
exchange rate
A rate that represents the amount one currency can be exchanged for another at a specific point in time. Oracle Applications can access daily, periodic, and historical rates. These rates are used for foreign currency conversion, revaluation, and translation.
exchange rate type
The source of an exchange rate. For example, user defined, spot, or corporate rate.
A group of expenditure items incurred by an employee or an organization for an expenditure period. Typical expenditures include Timecards and Expense Reports.
expenditure (week) ending date
The last day of an expenditure week period. All expenditure items associated with an expenditure must be on or before the expenditure ending date, and must fall within the expenditure week identified by the expenditure week ending date.
expenditure category
A grouping of expenditure types by type of cost. For example, an expenditure category with a name such as Labor refers to the cost of labor.
expenditure cost rate
The monetary cost per unit of a non-labor expenditure type.
expenditure cycle
A weekly period for grouping and entering expenditures.
expenditure group
A user-defined name used to track a group of pre-approved expenditures, such as Timecards, or Expense Reports.
expenditure item
The smallest logical unit of expenditure you can charge to a project and task. For example, an expenditure item can be a timecard item or an expense report item.
expenditure item date
The date on which work is performed and is charged to a project and task.
expenditure operating unit
The operating unit in which an expenditure is entered and processed for project costing.
expenditure organization
For timecards and expense reports, the organization to which the incurring employee is assigned, unless overridden by organization overrides. For usage, supplier invoices, and purchasing commitments, the incurring organization entered on the expenditure.
expenditure type
A classification of cost that you assign to each expenditure item. Expenditure types are grouped into cost groups (expenditure categories) and revenue groups (revenue categories).
expenditure type class
An additional classification for expenditure types that indicates how Oracle Projects processes the expenditure types. For example, if you run the Distribute Labor Costs process, Oracle Projects will calculate the cost of all expenditure items assigned to the Straight Time expenditure type class. Formerly known as system linkage.
expense report
A document that details expenses incurred by an employee for the purpose of recording and reimbursement. You can enter expense reports online in Oracle Payables or Oracle Internet Expenses.
external organization
See: organization


financial percentile
The percentile rank of the investment on the financial metric. This value is calculated by (1) ranking the projects, highest to lowest, by net present value (NPV), then (2) performing this calculation: percentile = (((A-B)/A)* 100), where A represents the total number of projects and B represents the project ranking.
firm schedule
A burden schedule of burden multipliers that will not change over time. This is compared to provisional schedules in which actual multipliers are mapped to provisional multipliers after an audit.
first bill offset days
The number of days that elapse between a project start date and the date that the project's first invoice is issued.
fixed asset
An item owned by your business and used for operations. Fixed assets generally have a life of more than one year, are acquired for use in the operation of the business, and are not intended for resale to customers. Assets differ from inventory items since you use them rather than sell them.
fixed date
See: schedule fixed date
foreign currency
In Oracle Applications, a currency that is different from the functional currency you defined for your ledger in Oracle General Ledger.
See also: exchange rate, functional currency
foreign currency conversion
A process in Oracle Applications that converts a foreign currency transaction into your functional currency using and exchange rate you specify.
full allocation
An allocation method that distributes all the amounts in the specified projects in the specified amount class. The full allocation method is generally suitable if you want to process an allocation rule only once in a run period.
See also: incremental allocation
function security
An Oracle Applications feature that allows you to control user access to certain functions and windows.
functional currency
The principal currency you use to record transactions and maintain accounting data for your ledger.In cross charge transactions, the functional currency, as defined in the ledger, is the currency associated with a project transaction. For example, the cost functional currency is the functional currency for both the project expenditure item and the ledger of the expenditure operating unit.For project summary reporting, the functional currency is the currency in which project amounts are summarized.The invoice functional currency is the functional currency for both the project revenue and the ledger of the project operating unit.
In Oracle Project Portfolio Analysis, the process of allocating available funds to projects for the specified funding periods.
funding periods
In Oracle Project Portfolio Analysis, the range of periods during which funds available and funds required are considered. The funding periods are configured on a planning cycle. For projects that run beyond the funding periods, only costs that are scheduled to occur within the funding periods are considered when calculating funds required.
funding variance
Net funds needed to spend for a specified duration. Funding variance represent the pool of money required minus available funds within the funding periods for a portfolio plan. The system recalculates funding variance for a scenario as well as for each investment class code in the scenario, based on the set of projects that have been recommended.Funding variance is a tool for scenario development. If the funding variance is a positive amount, funds are overspent (the approved projects require more funds than the amounts available). If the funding variance is negative, then there are available funds to spend.
funds allocated
A system-defined indicator that shows if there is money available from the pool to allocate to all projects in a scenario. Users can specify any metric as a parameter to rank the projects for allocations of funds. Funds allocated is determined by (1) ranking all approved projects, highest to lowest, by the metric specified, then (2) performing funds allocation from the pool of money available by the funds required, in the order of the project ranking.
funds available
Funds available to spend for a specified duration for a portfolio plan. You enter funds available for the portfolio plan and the percentage of funds available for each investment class code. You can adjust and compare funds available for each scenario in the plan. Funds available is used calculate funds allocated.
funds check
The process of verifying that sufficient funds are available to cover an expenditure. Funds check also refers to the entire funds check and reservation process.
funds required
Funds needed for a specified duration. Funds required represents the pool of money needed within the funding periods for a portfolio plan. Funds required for a project is calculated as the sum of project cost scheduled within the funding periods. Funds required does not include cost outside the funding periods. The system recalculates funds required for a scenario as well as each investment class code in the scenario, based on the set of projects that have been recommended.


GL Date
The date, referenced from Oracle General Ledger, used to determine the accounting period for transactions.
global hierarchy
An organization hierarchy that includes one or more business groups. A global hierarchy can be used by installations that are in CBGA mode.
global security profile
An HR security profiles that is not associated with a business group. A global security profile can secure organizations and people throughout a global (cross business group) organization hierarchy.
global segment prompt
A non-context-sensitive descriptive flexfield segment. Each global segment typically prompts you for one item of information related to the zone or form in which you are working.
global segment value
A response to your global segment prompt. Your response is composed of a series of characters and a description. The response and description together provide a unique value for your global segment, such as J. Smith, Financial Analyst, or 210, Building C.


hard limit
An option for an agreement that prevents revenue accrual and invoice generation beyond the amount allocated to a project or task by the agreement. If you do not impose a hard limit, Oracle Projects automatically imposes a soft limit of the same amount.
See also: soft limit
HR job
In HRMS, the HR job for a resource (person) is the job linked to the primary assignment of the person.


incremental allocation
An allocation method that creates expenditure items based on the difference between the transactions processed from one allocation to the next. This method is generally suitable if you want to use an allocation rule in allocation runs several times in a given run period.
See also: full allocation
indirect project
A project that tracks overhead activities and costs. You cannot generate revenue or invoices for indirect projects.
inter-operating unit cross charge transaction
An expenditure item for which the provider and receiver operating units are different, but both operating units are associated with the same legal entity.
intercompany billing
A method of internally billing work performed by a provider operating unit and charged to a project owned by a receiver operating unit. The provider operating unit creates a Receivables invoice, which is interfaced as a Payables invoice to the receiver operating unit.
intercompany billing project
A contract project set up in the provider operating unit to process intercompany billing. The provider operating unit must create one intercompany billing project for each receiver operating unit it wants to charge.
intercompany cross charge transaction
An expenditure item that crosses legal entity boundaries, which means that the provider and receiver operating units are different and are associated with different legal entities.
intercompany invoice base amount
The sum of the amounts in the provider's transfer price functional currency.
intercompany invoice currency
The transaction currency of an intercompany invoice. You can specify the invoice currency attributes for each intercompany billing project to convert the intercompany invoice base amount to the intercompany invoice amount
intermediate value
The parameter value, constant, or SQL statement result that is determined during the first step in the execution of an AutoAccounting rule.
internal billing
Intercompany billing for work performed between two organizations or projects. The process creates the appropriate documents so the provider operating unit can bill the receiver operating unit.
internal organization
See: organization
internal rate of return
The discount rate at which the present value of future revenues of a project, investment class code, or scenario is equal to the present value of future costs of that project, investment class code, or scenario. The net present value of the project, investment code, or scenario would be zero, using the internal rate of return as the discount rate.
internal requisition
See: internal sales order, purchase requisition
internal sales order
A request within your company for goods or services. An internal sales order originates from an employee or from another process as a requisition, such as inventory or manufacturing, and becomes an internal sales order when the information is transferred from Purchasing to Order Management. Also known as internal requisition or purchase requisition.
intra-operating unit cross charge transaction
An cross charge expenditure item charged entirely within an operating unit. The provider and receiver organizations are different, but the provider and receiver operating units are the same.
investment class category
A class category used to analyze and balance the distribution of cost and benefit for a scenario among the class codes for that category. A project must have a class code value for the investment class category in order to be collected into a planning cycle. The aggregate net present value, return on investment, internal rate of return, and payback period are calculated for each investment class code.
investment class code
A class code defined in the investment class category.
investment index
The overall percentile rank of the project investment. This value is calculated using the following formula: (% strategic weight)*(strategic percentile) + (% financial weight)*(financial percentile).
investment mix
The funds allocated to a project portfolio, shown by percentage allocated to each investment class code.
A summarized list of charges, including payment terms, invoice item information, and other information that is sent to a customer for payment.
invoice burden schedule
A burden schedule used for invoicing to derive the bill amount of an expenditure item. This schedule can be different from your revenue burden schedule, if you want to invoice at a different rate at which you want to accrue.
invoice currency
The currency in which an Oracle Projects invoice is issued.
invoice date
The date that appears on a customer invoice. This date is used to calculate the invoice due date, according to the customer's payment terms.
invoice distribution line
A line representing an expenditure item on an invoice. A single expenditure item can have multiple distribution lines for cost and revenue. An invoice distribution line holds an amount, account code, and accounting date.
invoice format
The columns, text, and layout of invoice lines on an invoice.
invoice item
A single line of a project's draft invoice, formatted according to the project invoice formats.
invoice set
For each given run of invoice generation for a project, if multiple agreements exist and multiple invoices are created, Oracle Projects creates the invoices within a unique set ID. You approve, release, and cancel all invoices within an invoice set.
invoice transaction type
An Oracle Receivables transaction type that is assigned to invoices and credit memos that are created from Oracle Projects draft invoices.
invoice write-off
A transaction that reduces the amount outstanding on an invoice by a given amount and credits a bad debt account.
See also: revenue write-off
The function of preparing a client invoice. Invoice generation refers to the function of creating the invoice. Invoicing is broader in the terms of creating, adjusting, and approving an invoice.


A name for a set of duties to which an employee can be assigned. You create jobs in Oracle Projects by combining a job level and a job discipline using your job key flexfield structure. For example, you can combine the job level Staff with the job discipline Engineer to create the job Staff Engineer.
job billing title
The job title, for use on the customer invoice, that is associated with a job.
job discipline
A categorization of job vocation, used with Job Level to create a job title. For example, a job discipline can be Engineer or Consultant.
job group
A collection of jobs defined for a specific purpose. Jobs in a job group have the same key flexfield structure.
job level
A categorization of job rank, used with job discipline to create a job title. For example, a job level can be Staff, or Principal.In Oracle Project Resource Management, a numeric value associated to the job of the Project Resource Job Group. Each resource has a job and an associated job level that either belongs to or is mapped to the Project Resource Job Group. The level provides a basis for searching for potential resource matches.
job level match
A numeric value of 0% or 100%. If the job level of the resource is within the range of specified job levels for the search, then the job level match for the resource is 100, otherwise, it is 0. This percentage is used by the calculation for determining the candidate score.
job title
In Oracle Projects, a unique combination of job level and job discipline that identifies a particular job.


key flexfield
An intelligent key that uniquely identifies an application entity. Each key flexfield segment has a name you assign, and a set of valid values you specify. Each value has a meaning you also specify. You use this Oracle Applications feature to build custom fields used for entering and displaying information relating to your business. Oracle Projects uses the following Key Flexfields: Accounting, Category Flexfield, Location, and Asset Key.
key member
An employee who is assigned a role on a project. A project key member can view and update project information and expenditure details for any project to which they are assigned. Typical key member types include Project Manager and Project Coordinator.


labor cost
The cost of labor expenditure items.
labor cost rate
The hourly raw cost rate for an employee. This cost rate does not include overhead or premium costs.
labor costing rule
An implementation-defined name for an employee costing method. Also known as pay type. Typical labor costing rules include Hourly and Exempt.
labor invoice burden schedule
A burden schedule used to derive invoice amounts for labor items.
labor multiplier
A multiplier that is assigned to a project or task, and is used to calculate the revenue and/or bill amount for labor items by applying the multiplier to the raw cost of the labor items.
labor revenue burden schedule
A burden schedule used to derive revenue amounts for labor items.
Defined in Oracle General Ledger, an organization or group of organizations that share a common chart of accounts, calendar, and currency. A ledger is associated with one or more responsibilities. You can choose accrual or cash basis as the accounting method for your ledger.
legal entity
An organization that represents a legal company for which you prepare fiscal or tax reports. You assign tax identifiers and other relevant information to this entity.
A collection of sequential project phases.
The process of relieving an encumbrance.
Logical Data Model
A representation of the End User Layer. Available in a readable format, the Logical Data Model gives the relationship between folders, allowing a Discoverer user to determine the data elements needed for a specific analysis.
lowest task
A task that has no child tasks.


master job
A job in a master job group.
master job group
The job group that is used as an intermediate mapping group between other job groups.
A system-defined criterion for performance or schedule that is used to determine if a project is on track.
mid task
A task that is not a top task or a lowest task.
See: multiple organizations
multiple organizations
The ability to define multiple organizations and the relationships among them within a single installation of Oracle Applications. These organizations can be ledgers, business groups, legal entities, operating units, or inventory organizations.


net present value
The present value of the future net cash flow of a project, investment class code, or scenario using the discount rate defined. Net present value of a project is calculated by discounting all future revenues and costs for the project to the present point in time, and discounting their value based on the discount rate. Net present value for an investment class code or a scenario is calculated by discounting all future revenues and costs for all approved projects in the investment class code or scenario.
non-capacity work type
Work types assigned to forecast assignment items or actual expenditure items reduce the total capacity of a given resource for the specified time period.
non-labor invoice burden schedule
A burden schedule used to derive invoice amounts for non-labor items.
non-labor resource
An asset or pool of assets. For example, you can define a non-labor resource with a name such as PC to represent multiple personal computers your business owns.
non-labor revenue burden schedule
A burden schedule used to derive revenue amounts for non-labor items.
non-project budget
A budget defined outside Oracle Projects. An example is an organization-level budget defined in Oracle General Ledger.


Reversing transactions used to balance allocation transactions with the source or other project.
one-time billing hold
A type of hold that places expenditure items and events on billing hold for a particular invoice; when you release that invoice, the items are billed on the next invoice.
operating unit
An organization that partitions data for subledger products (AP, AR, PA, PO, OE). An operating unit is roughly equivalent to a single pre-Multi-Org installation.
A mathematical symbol that indicates the mathematical operation in a calculation.
Oracle Discoverer
An Oracle tool that enables users to retrieve data from a database. Oracle Discoverer provides a user friendly method for creating database queries and displaying information.
A business unit such as a company, division, or department. Organization can refer to a complete company, or to divisions within a company. Typically, you define an organization or a similar term as part of your account when you implement Oracle Financials. Internal organizations are divisions, groups, cost centers or other organizational units in a company. External organizations can include the contractors your company employs. Organizations can be used to demonstrate ownership or management of functions such as projects and tasks, non-labor resources, and bill rate schedules.
See also: business group
organization hierarchy
An organizational hierarchy illustrates the relationships between your organizations. A hierarchy determines which organizations are subordinate to other organizations. The topmost organization of an organization hierarchy is generally the business group.
organization structure
See: organization hierarchy
original budget
The budget amounts for a project at the first successful baseline of the project.
Overtime Calculation Program
A program that Oracle Projects provides to determine which kind of overtime to award an employee based on the employee's labor costing rule and hours worked. If your company uses this automatic overtime calculation feature, you may need to modify the program based on the overtime requirements of your business.
overtime cost
The currency amount over straight time cost that an employee is paid for overtime hours worked. Also referred to as premium cost.


PA Date
The end date of the PA Period in which costs are distributed, revenue is created, or an invoice is generated. This date is determined from the open or future PA Period on or after the latest date of expenditure item dates and event completion dates included in a cost distribution line, revenue, or an invoice.
PA Period
See: project accounting period
PA Period Type
The Period Type as specified in the PA implementation options for Oracle Projects to copy project accounting periods. Oracle Projects uses the periods in the PA Period Type to populate each Operating Unit's PA periods. PA periods are mapped to GL periods which are used when generating accounting transactions. PA periods drive the project summary for Project Status Inquiry. You define accounting periods for an accounting calendar in Oracle General Ledger.
parallel allocation
A set of allocation rules that carries out the rules in an autoallocation set without regard to the outcome of the other rules in the set.
See also: autoallocation set
partial matching
A condition where the invoice quantity is less than the quantity originally ordered, in which case you are matching only part of a purchase order shipment line.
See also: complete matching
pay type
See: labor costing rule
payback period
The length of time it takes to recoup the initial net dollars invested, without regard to the time value of money. Payback period of a project, investment class code, or scenario is calculated as the number of months it takes to recoup total cost.
The percentage of scores in a distribution that a specific equals or exceeds. Percentile is always a number between 1 and 100. A percentile conveys the rank of a score, rather than its value. For example, if Student A achieves a score of 88% on a test, and 95% of the other students receive the same score or a lower score, Student A's percentile rank is 95 (Student A scored in the 95th percentile).Oracle Project Portfolio Analysis uses the following percentile measures: financial percentile, strategic percentile, risk percentile, and investment index. You cannot roll up the percentiles of projects to the scenario level.
performance rule
A rule that defines conditions or thresholds to help determine project performance for a measure.
A collection of logically related project activities, usually culminating in the completion of a major deliverable.
planned benefit
The estimated revenue amounts at the completion of a project. Planned benefit is defined at the project level and can be rolled up to the investment class and scenario levels for approved projects. Planned benefit amounts do not include funding outside the funding period.
portfolio plan
A set of one or more scenarios for a portfolio. At the end of a planning cycle, a portfolio analyst chooses one or more scenarios to recommend and then submits the plan for approval. A portfolio approver chooses which scenario to approve and then approves the overall plan.
portfolio anlaysis cycle
A series of activities to examine proactively active projects and new project proposals, to select projects to fund, based on alignment with organizational strategic objectives and financial and resource constraints. A portfolio planning cycle begins when a portfolio analyst initiates the planning cycle, and ends when the plan is approved and closed.
portfolio selection classification
A class category that is selected as a profile option by the implementation team to select projects into different portfolios.
premium cost
See: overtime cost
primary contact
A person in the organization who has resource authority.
process cycle
The planned schedule for batch processing of costs, revenue, and invoices, according to your company's scheduling requirements.
See also: streamline request
process responsibility type
A name to which a group of reports and processes are assigned. This group of reports and processes is then assigned to an Oracle Projects responsibility. A process responsibility type gives a user access to Oracle Projects reports and programs appropriate to that user's job. For example, the process responsibility type Data Entry could be a set of reports used by data entry clerks.
See also: responsibility
product lifecycle management
A process for guiding products from their birth through their completion. The lifecycle management process adds business value to an enterprise by using product information to support planning, monitoring, and execution of vital activities.
A unit of work that requires resources to produce measurable results. A project can be broken down into one or more tasks. A project is the unit of work for which you specify revenue and invoice methods, invoice formats, a managing organization and project manager, and bill rate schedules. You can charge costs to a project, and you can generate and maintain revenue, invoice, unbilled receivable, and unearned revenue information for a project.
Project Accounting Period
An implementation-defined period against which project performance can be measured. Also referred to as PA Periods. You define project accounting periods to track project accounting data on a periodic basis by assigning a start date, end date, and closing status to each period. Typically, you define project accounting periods on a weekly basis, and your general ledger periods on a monthly basis.
project burdening organization hierarchy
The organization hierarchy version that Oracle Projects uses to compile burden schedules. Each business group must designate one and only one version of an organization hierarchy as its Project Burdening Organization Hierarchy.
project chargeable employees
In a multiple organization installation, employees included as labor resource pool to a project. This includes all employees, as defined in Oracle Human Resources, who belong to the business group associated with the project operating unit.
project currency
The user-defined project currency. This currency can differ from the functional currency of the operating unit that owns the project. You can select any active currency defined in Oracle General Ledger.
project funding
An allocation of revenue from an agreement to a project or task.
project funding approval status
A system-defined, project-level status (distinct from project status). Project funding approval status represents the decision that was made about a project in the approved scenario in the most recently approved plan. The project funding approval statuses, which are system-defined, include: Proposed, Approved, On Hold, Rejected, and Null (funding not required).Users can manually change a project to Proposed or Null status on the project setup page. All other status changes are driven by plan approval actions.
project operating unit
The operating unit within which the project is created, and in which the project customer revenue and receivable invoices are processed.
project portfolio
A collection of projects that are grouped together to facilitate effective analysis, funding, and management. The projects can be related or independent of each other. The projects typically share the same strategic objectives and the same scarce resources.
project resource group
The job group used to identify appropriate roles for use within Oracle Project Resource Management.
project/task organization
The Organization that owns the project or task. This can be any organization in the LOV (list of values) for the project setup. The Project/Task Organization LOV contains organizations of the Project/Task Organization Type in the Organization Hierarchy and Version below the Start Organization. You specify your Start Organization and Version in the Implementation Options window.
project role
A classification of the relationship that an employee has to a project. You use project roles to define an employee's level of access to project information.
project status
An implementation-defined classification of the status of a project. Typical project statuses are Active and Closed.
project template
A standard project you create for use in creating other projects. You set up project templates that have features common in the projects you want to create.
project type
An implementation entity that defines basic project options. You select options at the project type level that are inherited by each project you create associated with that project type. For example, you can define a project type called Time and Materials for all projects that are based on time and materials contracts.
project type class
An additional classification for project types that indicates how to collect and track costs, quantities, and, in some cases, revenue and billing. Oracle Projects predefines three project type classes: Indirect, Contract, or Capital. For example, you use an Indirect project type to collect and track project costs for overhead activities, such as administrative and overhead work, marketing, and bid and proposal preparation.
project/customer relationship
A classification of the relationship between a project and a customer. Project/Customer Relationships help you manage projects that involve multiple clients by specifying the various relationships your customers can have with a project. Typical relationships include Primary or Non-Paying.
project/task alias
A user-defined short name for a project or project/task combination used to facilitate online timecard and expense report entry.
project/task organization
The organization that owns the project or task.
provider operating unit
The operating unit whose resources provide services to another project or organization. For cross charge transactions, the provider operating unit is the expenditure operating unit; the project operating unit owns the intercompany billing project.
provider organization
For cross charge transactions, the organization that provides resources to another organization. The default is the expenditure organization or the non-labor resource organization, which can be overridden using the Provider and Receiver Organization Override client extension.
provider project
The contract project that performs work on behalf of another (receiver) project.
provider transfer price functional currency
The functional currency of the ledger for the provider operating unit.
provider transfer price functional currency amount
The currency amount calculated by applying the transfer price currency conversion attributes (as specified by the implementation options for the provider operating unit) to the transfer price ledger currency amount.
provisional schedule
A burden schedule of estimated burden multipliers that are later audited to determine the actual rates. You apply actual rates to provisional schedules by replacing the provisional multipliers with actual multipliers. Oracle Projects processes adjustments that account for the difference between the provisional and actual calculations.
purchase order (PO)
A document used to buy and request delivery of goods or services from a supplier.
purchase order line
An order for a specific quantity of a particular item at a negotiated price. Each purchase order in Purchasing can consist of one or more purchase order lines.
purchase order requisition line
Each purchase order line is created from one or more purchase order requisition lines. Purchasing creates purchase order requisition lines from individual requisitions.
purchase requisition
An internal request for goods or services. A requisition can originate from an employee or from another process, such as inventory or manufacturing. Each requisition can include many lines, generally with a distinct item on each requisition line. Each requisition line includes at least a description of the item, the unit of measure, the quantity needed, the price per item, and the Accounting Flexfield you are charging for the item. Also known as internal requisition.
See also: internal sales order


raw costs
Costs that are directly attributable to work performed. Examples of raw costs are salaries and travel expenses.
receipt currency
The currency in which an expense report item originates.
receiver operating unit
An operating unit whose projects receive services from another project or organization. For inter-project billing , the receiver operating unit is the project operating unit that owns the receiver project.
receiver organization
The operating unit whose projects receive services from another project or organization. For cross charged transactions, the receiver operating unit is the project operating unit that owns the receiver project.
receiver project
A project for which work is performed by another (provider) project. In inter-project billing, the receiver project incurs costs from a Payables invoice generated by the Receivables tieback process performed by the provider project.
receiver task
A task in the receiver project to which costs are assigned on the Payables invoice.
recommended funding approval status
A recommendation for the decision that is made about a project in a scenario.
reimbursement currency
The currency in which an employee chooses to be reimbursed for an expense report.
See also: transaction currency
related transaction
Additional transactions that are created for labor transactions using the Labor Transaction Extension. All related transactions are associated with a source transaction and are attached to the expenditure item ID of the source transaction. You can identify and process the related transactions by referring to the expenditure item ID of the source transaction. Using labor transaction extensions, you can create, identify, and process the related transactions along with the source transaction.
released date
The date on which an invoice and its associated revenue is released.
report security group
A feature that helps your system administrator control your access to reports and programs. Your system administrator defines a report security group which consists of a group of reports and/or programs and assigns a report security group to each responsibility that has access to run reports using Standard Report Submission. When you submit reports using Standard Report Submission, you can only choose from those reports and programs in the report security group assigned to your responsibility.
report set
A group of reports that you submit at the same time to run as one transaction. A report set allows you to submit the same set of reports regularly without having to specify each report individually. For example, you can define a report set that prints all of your regular month-end management reports.
Unfilled work position on a project.
A user-defined group of employees, organizations, jobs, suppliers, expenditure categories, revenue categories, expenditure types, or event types for purposes of defining budgets or summarizing actuals.
A level of authority set up by your system administrator in Oracle Applications. A responsibility lets you access a specific set of windows, menus, ledgers, reports, and data in an Oracle application. Several users can share the same responsibility, and a single user can have multiple responsibilities.
responsibility type
See: process responsibility type
return on investment
An index used to evaluate projects for which net present values have been determined. The higher the number, the more financially attractive the projects are. Return on investment of a project, investment class code, or scenario is determined by dividing net present value of the project, investment class code or scenario by its total cost.
The process of adjusting asset or liability accounts that may be materially understated or overstated due to a significant fluctuation in the exchange rate between transaction and realization dates
In Oracle Projects, the amounts recognized as income or expected billing to be received for work on a project.
revenue accrual
The function of calculating and distributing revenue.
revenue authorization rule
A configurable criterion that, if enabled, must be met before a project can accrue revenue. For example, an active mandatory revenue authorization rule states that a project manager must exist on a project before that project can accrue revenue. Revenue authorization rules are associated with revenue distribution rules.
See also: revenue distribution rule
revenue budget
The estimated revenue amounts at completion of a project. Revenue budget amounts can be summary or detail.
revenue burden schedule
A burden schedule used for revenue accrual to derive the revenue amount for an expenditure item. This schedule can be different from your invoice burden schedule, if you want to accrue revenue at a different rate than you want to invoice.
revenue category
A grouping of expenditure types by type of revenue. For example, a revenue category with a name such as Labor refers to labor revenue.
revenue distribution rule
A specific combination of revenue accrual and invoicing methods that determine how Oracle Projects generates revenue and invoice amounts for a project.
See also: revenue authorization rule
revenue item
A single line of a project's revenue, containing event or expenditure item revenue summarized by top task and revenue category or event.
revenue transaction currency
Is the same as the invoice transaction currency assigned to a project customer
See also: transaction currency
revenue write-off
An event type classification that reduces revenue by the amount of the write-off. You cannot write-off an amount that exceeds the current unbilled receivables balance on a project.
See also: invoice write-off
risk percentile
The percentile rank of the investment on the risk metric. This value is calculated by (1) ranking the projects, highest to lowest, by risk score, then (2) performing this calculation: percentile = (((A-B)/A)* 100), where A represents the total number of projects and B represents the project ranking.
risk score
The weighted strategic score measured against risk. You can define and nominate a group of strategic objectives to measure risk.


The working hours defined by the calendar and schedule exceptions.
schedule fixed date
The date used to freeze bill rate or burden schedules for a project or task. You enter a fixed date to specify that you want to use particular rates or multipliers as of that date. You do not use schedule fixed dates if you want to use the current effective rates or multipliers for a particular schedule.
A set of projects considered for funding, typically modeled to examine a potential business scenario. A scenario is a planning instance for a portfolio planning cycle to support funding approval decisions. You can model multiple scenarios simultaneously during a portfolio planning cycle.
scenario project
A project in a scenario. A scenario includes or excludes a project by adding or removing a scenario project. The same project can be included in multiple scenarios.
service type
Service types represent activities that you want to track for financial purposes. You assign a service type to each financial task. You can use service types in your AutoAccounting setup and to group tasks for custom reporting.
soft limit
The default option for an agreement that generates a warning when you accrue revenue or generate invoices beyond the amount allocated to a project or task by the agreement, but does not prevent you from running these processes.
See also: hard limit
single business group access mode (SBGA mode)
An installation that has selected No for the profile option HR: Cross Business Group is operating in SBGA mode.
source pool
The combination of all the source amounts defined by an allocation rule.
See also: allocation rule, target
source transaction
For related transactions, the identifying source transaction from which the related items are created.
staffing plan
The project-level resource assignments and requirements.
standard bill rate schedule currency
The functional currency of the operating unit in which the standard bill rate schedule is maintained.
start organization
An organization that defines a set which includes itself and all subordinate organizations in the organization hierarchy. When you choose a start organization as a report parameter, all organizations below the start organization are included in the report.
step-down allocation
In Oracle Projects, a set of allocation rules that carries out the rules (steps) an autoallocation set serially, in the sequence specified in the set. Usually the result of each step will be used in the next step. Oracle Workflow controls the flow of the autoallocations set.
See also: autoallocation set
straight time cost
The monetary amount that an employee is paid for straight time (regular) hours worked.
strategic percentile
The percentile rank of the investment on the strategic metric. This value is calculated by ranking the projects, highest to lowest, by weighted strategic score, then performing the following calculation: percentile = (((A-B)/A)* 100), where A represents the total number of projects and B represents the project ranking.
streamline process
See: streamline request
streamline request
A process that runs multiple Oracle Projects processes in sequence. When using streamline processing, you can reschedule your streamline requests by setting rescheduling parameters. Rescheduling parameters allow you to configure your processes to run automatically, according to a defined schedule. When you reschedule a process, the concurrent manager submits another concurrent request with a status of Pending, and with a start date according to the parameters you define.
A hierarchical unit of work. Subtasks are any tasks that you create under a parent task. Child subtasks constitute the lowest level of your work breakdown structure; where Oracle Projects looks when processing task charges and for determining task revenue accrual amounts.
See also: task
Processing a project's cost, revenue, commitment, and budget information to be displayed in the Project, Task, and Resource Project Status windows. You must distribute costs for any expenditure items, accrue and release any revenue, create any commitments, and baseline a budget for your project before you can view summary project amounts. Formerly known as accumulation.
sunk cost
Investment of capital and efforts before a decision is made to undertake or continue a project. Both actual costs and committed costs of a project are included in sunk cost. The sum of costs that occur before the Funding Period From date are sunk cost. Sunk cost is included in total cost.
A business or individual that provides goods or services or both in return for payment.
supplier invoice
An external supplier's invoice entered into Oracle Payables.
system linkage
See: expenditure type class


A project, task, or both that receives allocation amounts, as specified by an allocation rule.
A subdivision of project work. Each project can have a set of top tasks and a hierarchy of subtasks below each top task.
See also: work breakdown structure, subtask
task organization
The organization that is assigned to manage the work on a task.
task service type
See: service type
A charge imposed by a tax authority. In Oracle E-Business Tax, you define a tax and tax authority for a tax regime. A tax is comprised of rules for determining the taxable basis, tax applicability, tax status, tax rate, tax calculation formula, and tax rounding formula. In addition, you define fiscal classifications for tax reporting and tax determining rules on a party, transaction type, product or inventory item, and transaction document.
tax authority
A governmental entity that collects taxes on goods and services a customer buys from a supplier, and to which business entities buying or selling must report the taxes that they recover or pay. For example, you can define one or many tax authorities for a country; one for each city, state, and county. Each tax authority can have its own set of laws and regulations for the determination and administration of one or more taxes. In Oracle E-Business Tax, you define tax rules and conditions for named collecting and reporting tax authorities of a tax regime.
tax classification code
An application lookup code that Oracle E-Business Tax creates for every tax rate that you define for a regime, tax, and status combination. You assign tax classification codes to project invoice lines to apply specific tax rules that determine the calculation of tax amounts.
team member
An employee who is assigned a role on a project. A project team member can view and update project information and expenditure details for any project to which they are assigned. Typical team member types include Project Manager and Project Coordinator.
team role
A requirement or assignment representing a position on a project.
temporary labor
See: contingent worker
Time and Materials (T&M)
A revenue accrual and invoice method that calculates revenue and billings as the sum of the amounts from each individual expenditure item. The expenditure item amounts are calculated by applying a rate or markup to each item.
time intervals
The units that define how budget amounts are accumulated to determine the available funds for a transaction. Used to define budgetary controls for a project.
A weekly submission of labor expenditure items. You can enter timecards online, or as part of a pre-approved batch.
top task
A task whose parent is the project.
total cost
In Oracle Project Portfolio Analysis, the sum of estimate to complete plus sunk cost. Total cost disregards any cost after the Effective Period To date.
transaction currency
The currency in which a transaction originally takes place. For processing purposes, the reimbursement currency in an expense report is the transaction currency.
transfer price
The price agreed upon by the provider and receiver organizations in a cross charged transaction.
transfer price ledger currency
The transfer price basis determines the currency. For a basis of raw or burdened cost, the transfer price ledger currency is the transaction currency of the cross charged transaction. For a basis of revenue, the transfer price ledger currency is the functional currency of the ledger for the receiver operating unit. For a basis calculated using the bill rate schedule, the transfer price ledger currency is the standard bill rate schedule currency.
transferred date
The date on which you transfer costs, revenue, and invoices to other Oracle Applications.
transformation function
A system-defined or user-defined rule that transforms and standardizes TCA attribute values into representations that can assist in the identification of potential matches.


unassigned time
The net amount of hours for a given period for which a resource does not have any scheduled assignments (capacity hours minus scheduled hours.)
unbilled receivables
The amount of open receivables that have not yet been billed for a project.Oracle Projects calculates unbilled receivables using the following formula: (Unbilled Receivables = Revenue Accrued - Amount Invoice)
unearned revenue
Revenue received and recorded as a liability or revenue before the revenue has been earned by providing goods or services to a customer. Oracle Projects calculates unearned revenue using the following formula: (Unearned Revenue = Amount Invoiced - Revenue Accrued)
unit of measure
A classification created in Oracle General Ledger that you assign to transactions in General Ledger and subledger applications. Each unit of measure belongs to a unit of measure class.For example, if you specify the unit of measure Miles when you define an expenditure type for personal car use, Oracle Projects calculates the cost of using a personal car by mileage.
See: unit of measure
See: non-labor resource
usage cost rate override
The cost rate assigned to a particular non-labor resource and non-labor organization which overrides the rate assigned to its expenditure type.
usage logs
Usage logs record the utilization of company assets on projects as the asset is used.
user profile
A set of changeable options that affect the way your applications run. You can change the value of a user profile option at any time.
A measure of how effectively a resource was used or is projected to be used.
utilization method
Capacity Utilization Method compares the actual (productive) work performed and forecasted (productive) work to be performed by the resource to the capacity of a resource.Worked Hours Utilization Method compares the actual (productive) work performed and forecasted (productive) work to be performed by the resource to the total number of hours recorded (actuals) or assigned (forecasted) of a resource.
utilization category
An implementation-defined category used for utilization reporting. This reporting grouping combines one or more work types for organization and resource utilization views.
utilization view
Utilization views enable you to measure a resource or organization utilization percentage based on different groupings of work types.


value set
A group of values and related attributes you assign to an account segment or to a descriptive flexfield segment. Values in each value set have the same maximum length, validation type, alphanumeric option, and so on.
See: supplier


weighted strategic score
The score for a project, investment class code, or scenario when compared with a set of strategic groups. Weighted Strategic Score of a project is weighted by the percentages defined for the strategic objectives and groups during planning cycle setup. At the investment class code and scenario levels, the weighted strategic score is calculated as the average weighted score across all approved projects within the scenario or investment class code, weighted by the planned costs of those projects.
See: work in process
work breakdown structure (WBS)
The breakdown of project work into tasks. These tasks can be broken down further into subtasks, or hierarchical units of work.
work in process
An item in various phases of production in a manufacturing plant. This includes raw material awaiting processing up to final assemblies ready to be received into inventory.
work item
A work item is an exact definition of the work being done on a workplan task. You can assign work items to workplan tasks to plan and track the progress of the work. A work item describes the work that you are measuring.
work site
The customer site where project or task work is performed.
work type
You define work types to represent a classification of work. You use work types to classify both actual and scheduled work. For example, a professional services enterprise could define the following work types: Analysis, Design, and Non-Worked Time. You can use work types to classify work to determine the billability of expenditure items, classify cross charge amounts into cost, and revenue for cross-charged work, and assign attributes for utilization reporting. Work types roll up to resource and organization utilization categories.
A specific grouping of information within an Analysis Workbook. A workbook is composed of one or more worksheets, each with its own set of data and graphs. Conceptually, this is similar to the ``sheets" and ``workbook" concept within a spreadsheet application.
See: invoice write-off, revenue write-off
An event type classification that causes revenue to accrue and generates an invoice for the amount of the write-on.