This chapter contains instructions for implementing Oracle Project Collaboration.
This chapter covers the following topics:
Oracle Project Collaboration streamlines team collaboration and execution of project work. Relying on a single source of accurate and timely project information, globally dispersed team members can raise and resolve issues and changes, share documents, and communicate their progress. Easily accessible to all team members both internal and external to your organization through an intuitive, personalized web-based interface, Oracle Project Collaboration eliminates delays in the transfer of time-sensitive project information, positioning your team to complete their work on time with less effort, thereby empowering your project team to deliver projects successfully, operate more efficiently, and ultimately improve profitability.
Oracle Project Collaboration is part of the Oracle E-Business Suite, an integrated set of applications that are engineered to work together.
Oracle Project Collaboration shares information with Oracle Project Management, and provides a personalized view for team members.
Note: To find out how to access a window, refer to the Navigation Paths index, Oracle Projects Fundamentals.
The following checklist shows the steps required to implement Oracle Project Collaboration. The product setup checklist is organized by area of functionality. The Required/Optional column indicates if the step is required or optional for use of the product.
To implement Oracle Project Collaboration, complete the steps in the following order:
The following table lists the step required for licensing:
| Step | Description | Required /Optional | Setup Level | Responsibility |
|---|---|---|---|---|
| PJL-P1.1 | Set the profile option PA: Licensed to Use Project Collaboration | Required | Site | System Administrator |
Note: For details about the workplan and licensing step, see Licensing Oracle Project Collaboration.
The following table lists the steps required for team member home:
| Step | Description | Required /Optional | Setup Level | Responsibility |
|---|---|---|---|---|
| PJL-P2.1 | Define additional team member home page layouts | Optional | Site | Project Super User |
| PJL-P2.2 | Set the profile option PA: Team Home Page Layout | Optional | Site | System Administrator |
Note: For details about the team member home steps, see Team Member Home.
The following instructions give details about the Licensing steps in the Oracle Project Collaboration Product Implementation Checklist.
To indicate to the system that Project Collaboration is licensed, set the profile option PA: Licensed to Use Project Collaboration.
See: PA: Licensed to Use Project Collaboration.
The following instructions give details about the Team Member Home steps in the Oracle Project Collaboration Product Implementation Checklist.
The Team Member Home page promotes project team collaboration by combining critical project information with daily functions for each user. The page shows the team member's schedule and priorities, owned work, assigned actions, task assignments, and lists recent changes and notifications pertaining to projects on which the team member is working.
A team member's home page displays a prioritized list of work with due dates, as well as current issues, change documents, and notifications.
Team members can use this page to perform their most common actions, such as:
Create issues and changes for their projects
Report progress
Respond to project actions
View and update tasks and sub-tasks they own or are assigned to
The Team Member Home page gives team members the following abilities:
Collaborative Issue Resolution
Collaborative Change Request and Change Order Resolution
Collaborative Workplan management and progress collection
Document Sharing
Task Progress Communication
Quick Access to Common Functions
For a list of predefined sections in the team member home page, see: Team Member Home. For information on document sharing, see Using Document Management, Oracle Project Management User Guide, and Integrating with Document Repositories, Oracle Project Management User Guide.
Create team member home page layouts.
You can configure the layout of the Team Member Home page to display information in a specified order. Team members see a personalized view of the secured information to which they have access.
You can create multiple configurations of the Team Member Home page. However, you can use only one configuration per responsibility and user. For details about creating page layouts, see: Page Layouts.
Assign page layouts to responsibilities.
Set the Home Page Highlights profile option.
To specify the page layout that is used for the team member home page, set the Team Member Home Page Layout profile option. You can set this profile option at any level.
For more information, see: PA: Team Home Page Layout.