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Oracle Projects Implementation Guide
Release 12.1
Part Number E13582-04
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Oracle Projects Implementation Guide

Contents

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Preface

Overview of Implementing Oracle Projects

Planning Your Implementation
      Your Implementation Team
      Implementation Decisions
      Data Conversion
      Data Migration and Reporting Using iSetup
      User Training
      System Testing
Overview of Setting Up Oracle Projects
Oracle Projects Implementation Checklist
      Overview of the Oracle Projects Implementation Checklist
About Fremont Corporation: An Example of Setting Up Oracle Projects

Implementing Oracle Project Foundation

Oracle Project Foundation Implementation Checklists
      Oracle Project Foundation Product Setup
      Oracle Project Foundation Feature Setup
Ledgers and Currencies
      Define an Oracle Applications Ledger
      Ledger Name Profile Option
      Enabling Currencies You Want to Use
Organizations
      Overview of Organizations
      Organization Classifications
      Locations
      Defining Organizations
      Setting the Cross Business Group Profile Option
      Enabling Multiple Organization Architecture
      Defining a Default Operating Unit for Project Expenditure Organizations
      Defining Organization Hierarchies
      Assigning Project Burdening Hierarchies
Periods and Calendars
      Enhanced Period Processing Profile Option
      Defining GL and PA Periods
      Setting the GL Period Status
      Defining Calendar Types
      Defining Calendar Shifts and Shift Patterns
      Defining Calendar Exceptions
      Defining Calendars
      Assigning Calendar Shifts and Exceptions
      Setting Calendar Profile Options
      Defining Default Calendars for Organizations
      Generating Calendar Schedules
Implementation Options
Resources
      Job Groups
      Job Levels and Job Codes
      Jobs
      Job Mapping
      Project Resource Job Group Profile Option
      Job Competencies
      Defining People
      Migrating Resource Data From Other Systems
      Maintaining Project Resources
Rate Schedule Definition
Roles
      Project Roles
      Role Lists
      Implementing Project Organization Roles
Project and Organization Security
      Multiple Organization Access Control
      Responsibility-Based Security
      Role-Based Security
      Organizational Authority
      Project Security Extension
      Security Profiles
Task Definition
      Task Statuses
      Task Types
      Defining Task Priorities
      Processing Structure Updates
Project Definition
      Defining Statuses and Status Profile Options
      Predefined Requirement Statuses and Status Controls
      Project Classifications (Class Categories and Class Codes)
      Service Types
      Project Customer Relationships and Contact Types
      Defining contact types
      Probability Lists
      Resource Lists
      Resource Classes
      Planning Resource Lists
      Resource Breakdown Structures
      Defining Cycles
      Defining Work Types
      Project Types
      Project Types Window Reference
      Defining Project Types
      Project Types for Fremont Corporation (Example Setup)
      Fremont Corporation: Using an Indirect Project to Track Indirect Costs
      Implementing Project Lifecycles
      Setting Up User-Defined Attributes
      Defining Project Templates
      Implementing Client Extensions and Workflows for Project Processing
      Setting the Home Page Highlights Profile Option
      Project Search
System Administration and Maintenance
      Request Groups
      User Responsibilities
      Additional Users
      Deferred Workflow Processes
      Frequently Used Folders
      Descriptive Flexfields
      Page Layouts
      Home Page Highlights Profile Option
      Gathering Schema Statistics
Organization Forecasting
      Prerequisite Implementation Tasks
      Defining a Project Status for Organization Forecasting
      Updating Project Status Controls
      Defining a Project Type for Organization Forecasting
      Creating an Organization Project Template
      Defining Forecasting Implementation Options
      Defining Adjustment Reasons
      Calculating Initial Forecast Amounts
Utilization
      Defining Unassigned Time Options
      Defining Utilization Categories
      Defining Profile Options for Utilization
      Setting Up Oracle Business Intelligence System Profile Options
      Defining Organization Security Profiles
      Defining Oracle Daily Business Intelligence for Projects Implementation Options
      Updating Period and Organization Information
      Summarizing Financial and Resource Data
      Implementing Oracle Discoverer
Oracle Sales Integration
      Mapping Organization Roles, Person Roles, and Probability Values
      Setting Up Project Templates
      Setting Up Product Hierarchy
Oracle Product Lifecycle Management Integration
      Include the EGO_MANAGE_ITEM Function
      Include Item Associations in Page Layouts
Application Programming Interfaces
      Control Actions Window
      Source Products Window

Implementing Oracle Project Costing

Oracle Project Costing Implementation Checklists
      Oracle Project Costing Product Implementation Checklist
      Oracle Project Costing Features Implementation Checklist
Licensing Oracle Project Costing
Expenditure Definition
      Expenditure Classifications
      Expenditure Categories
      Revenue Categories
      Units
      Expenditure Types
      Expenditure Type Classes
      Transaction Sources
      Transaction Control Extension
      AutoApproval Extension
Accounting for Costs
      Subledger Accounting for Costs
      Custom Sources
      Journal Line Types
      Journal Entry Descriptions
      Mapping Sets
      Account Derivation Rules
      Journal Lines Definitions
      Application Accounting Definitions
      Subledger Accounting Methods
      Assign Application Accounting Definitions to a Subledger Accounting Method
      Assign a Subledger Accounting Method to a Ledger
      Post-Accounting Program Assignments
      Cross-Entity Balancing Rules
      AutoAccounting for Costs
Non-Labor Costing Definitions
      Non-Labor Resources
Labor Costing Definitions
      Labor Cost Multipliers
      Labor Costing Rules
      Cost Rate Schedules
      Costing Rules and Rate Schedules
      Labor Costing Overrides
Implementing Overtime Processing
Capital Projects
      Implement Asset Extensions
      Define Standard Unit Costs for Asset Cost Allocations
      Enable Retirement Cost Processing
      Define Proceeds of Sale Expenditure Types
Capitalized Interest
      Capitalized Interest Rate Names
      Capitalized Interest Rate Schedules
      Specifying Capitalized Interest Rate Schedules for Project Types
      Setting Project Status Controls for Capitalized Interest
      Capitalized Interest Extension
Allocations
      Defining Allocation Rules
      Defining the Sources
      Defining the Targets
      Copying Allocation Rules
      Finding and Viewing Allocation Rules
      Deleting or Modifying Allocation Rules
      Case Study: Incremental Allocations
Setting up for AutoAllocations
Burden Costing Definitions
      View Burdened Costs Window
      Cost Bases and Cost Base Types
      Burden Cost Codes
      Burden Structures
      Burden Schedule Type Profile Option
      Burden Schedules
      Burden Costing Extension
      Allowing Incremental Accounting for Burden Schedule Revisions
      Report Separate Burden Transactions with Source Resources Profile Option
Setting Up for Cross Charge Processing: Borrowed and Lent
      Define Transfer Price Rules
      Define Transfer Price Schedules
      Define Cross Charge Implementation Options
      Defining Provider and Receiver Controls
      Defining AutoAccounting Rules for Borrowed and Lent Transactions
      Implement Cross Charge Extensions
Setting Up for Cross Charge Processing: Intercompany Billing
      Global and Operating Unit Setup
      Defining Transfer Price Rules
      Defining Transfer Price Schedules
      Defining Expenditure Types, Agreement Types, Billing Cycles, Invoice Formats, and Supplier Types
      Defining Internal Suppliers
      Defining Internal Customers
      Defining Supplier Sites for the Internal Supplier (Receiver)
      Defining Bill To and Ship To Sites for the Internal Customer (Provider)
      Defining Internal Billing Implementation Options (Each Operating Unit)
      Setting up Tax for Internal Oracle Receivables Invoices (Provider)
      Setting up Tax for Internal Oracle Payables Invoices (Receiver)
      Defining Tax Account Codes for Internal Oracle Receivables Invoices
      Defining an Agreement for Intercompany Billing Projects
      Define an Intercompany Project Type and Project Template
      Defining Intercompany Billing Projects
      Defining Provider and Receiver Controls
      Defining the Supplier Invoice Charge Account Process for Internal Invoicing
      Implementing the Payables Open Interface Workflow
      Defining AutoAccounting for Intercompany Billing Transactions
      Defining AutoAccounting Rules for Provider Cost Reclassifications
      Defining Invoice Rounding Account for Intercompany Transactions
      Implementing Cross Charge Extensions
Shared Setup Details for Cross Charge Processing
      Define Additional Expenditure Types, Agreement Types, Billing Cycles, Invoice Formats, and Supplier Types for Cross Charge Processing
      Defining Transaction Sources for Cross Charge Processing
      Defining an Internal Supplier
      Defining an Internal Customer
      Defining Internal Billing Implementation Options
      Setting Up Tax for Internal Oracle Receivables Invoices
      Setting Up Tax for Internal Oracle Payables Invoices
      Defining Tax Account Codes for Internal Oracle Receivables Invoices
      Customizing the Payables Open Interface Workflow
      Modifying the Supplier Invoice Charge Account Process
      Defining Transfer Price Rules
      Defining Transfer Price Schedules
      Defining Provider and Receiver Controls
Oracle Payables and Purchasing Integration
      Install and Implement Oracle Payables and Oracle Purchasing
      Profile Options for Project-Related Documents
      Setting the Discount Interface Start Date
      Defining the Supplier Invoice Account Generator
      Defining a Project-Related Purchasing Transactions Account Generator
      Defining Project-Related Distribution Sets
      Specify a Default Supplier Cost Credit Account
      Defining Payables Descriptive Flexfields
      Setting Descriptive Flexfield Profile Options
Implementing Oracle Internet Expenses Integration
      Install and Implement Oracle Internet Expenses
      Set Profile Options to Enable Project-Related Expense Report Entry
      Set Expense Report Approval Profile Options
      Define the Project Expense Report Account Generator
      Define a Project-Related Expense Report Template in Oracle Payables
Implementing Oracle Inventory for Projects Integration
      Install and Implement Oracle Inventory
      Define Project-Related Transaction Types in Oracle Inventory
Implementing Oracle Project Manufacturing
      Install and Implement Oracle Project Manufacturing
Implementing Oracle Time & Labor Integration
      Install and Implement Oracle Time & Labor
      Set Profile Options for Project-Related Timecards
      Implement Client Extensions to Route and Approve Timecards
Implementing Supplier Payment Control
      Implementing Oracle Payables and Oracle Purchasing
      Enabling the PA: Pay When Paid Profile Option
      Creating a Purchase Order Document Style
      Enabling Automatic Release of Pay When Paid Invoices
      Implementing and Enabling AR Notification
      Implementing Pay When Paid Client Extension

Implementing Oracle Project Billing

Oracle Project Billing Implementation Checklists
      Oracle Project Billing Product Implementation Checklist
      Oracle Project Billing Feature Implementation Checklist
Licensing Oracle Project Billing
Revenue and Invoicing
      Defining Receivables System Options
      Applying Tax to Project Invoices
      Payment Terms
      Defining Bill Rate Schedules
      Invoice Formats
      Determining Your Invoice Printing Method
      Credit Types
      Event Types
      Defining and Assigning Billing Assignments
      Define Percent Complete Revenue and Invoicing
      Cost Accrual Calculation using Billing Extensions
      Implementing Your Own Cost Accrual Procedures and Extensions
      Profile Options and Client Extensions for Revenue and Invoicing
Setting Up for Agreements and Funding
      Defining Agreement Types
      Defining Agreement Templates
      Defining Receivables Prepayment Activities
      Client Extensions for Agreements and Funding
Customers
Accounting for Revenue and Billing
      Subledger Accounting for Revenue and Billing
      Custom Sources
      Journal Line Types
      Journal Entry Descriptions
      Mapping Sets
      Account Derivation Rules
      Journal Lines Definitions
      Application Accounting Definitions
      Subledger Accounting Methods
      Assign Application Accounting Definitions to a Subledger Accounting Method
      Assign a Subledger Accounting Method to a Ledger
      Post-Accounting Program Assignments
      AutoAccounting for Revenue and Billing
      Set Profile Option: Selective Flexfield Segment for AutoAccounting
      Accounting for Labor Revenue
      Accounting for Expense Report Revenue
      Accounting for Usage Revenue
      Accounting for Miscellaneous Revenue
      Accounting for Burden Transaction Revenue
      Accounting for Inventory Revenue
      Accounting for Work in Progress Revenue
      Accounting for Supplier Cost Revenue
      Accounting for Event Revenue
      Accounting for Unbilled Receivables, Unearned Revenue, and Receivables
      Realized Gains Account
      Realized Losses Account
      Accounting for Inter-Project Transactions
      Accounting for Invoice Rounding
      Accounting for Invoice Write-Offs
Setting Up for Inter-Project Billing
      Global Setup
      Operating Unit Setup
Customer Billing Retention
      Overview of Defining Customer Billing Retention
      Define Billing Implementation Options for Customer Billing Retention
      Define Invoice Formats for Customer Billing Retention
      Accounting for Unbilled Retention
Integration with Oracle Receivables
      Implementing Oracle Receivables for Oracle Projects Integration
      Defining Transaction Types for Invoice Processing
      Defining Automatic Accounting in Oracle Receivables
      Salespersons and Credit Types
      Reporting Credit Information in Oracle Projects
      Implementing the Receivables Installation Override Extension

Implementing Oracle Project Resource Management

Oracle Project Resource Management Implementation Checklists
Licensing Oracle Project Resource Management
Project Staffing
      Staffing Status Definitions
      Setting the Staffing Status Profile Options
      Implementing Advertisement Rules
      Team Templates
      Staffing Priority Codes
      Implementing Staffing Workflow and Extensions
Implementing Organization Forecasting for Resources
      Prerequisites for Organization Forecasting for Resources
      Forecasting Implementation Options
      Unassigned Time Implementation Options
Implementing Reporting Functionality
      Implementing Discoverer Reporting
      Oracle Discoverer Post-Installation Tasks

Implementing Oracle Project Management

Oracle Project Management Implementation Checklists
Licensing Oracle Project Management
Workplan and Progress Management
      Enabling Workplan Structure and Workplan Versioning
      Setting Up Progress Status Values
      Defining Work Items
      Defining Workplan Change Reasons
      Setting the Task Managers Profile Option
      Setting the Workplan Tasks Default View Profile Option
      Workplan Workflow Extension
Project Deliverables
      Enabling Deliverables on the Project Template
      Defining a Deliverable Type
      Defining a Deliverable Status
      Supply Chain Integration Setup
      Billing Integration Setup
Budgeting and Forecasting
      Overview of Budget and Forecast Setup
      Financial Plan Types
      Period Profiles
      Spread Basis
      Spread Curves
      Planning Resources
      Resource Breakdown Structures
      Planning Rate Schedules
      Budget Change Reasons
      Implementing Integration with Microsoft Excel
      Implementing Client Extensions and Workflow for Budgeting and Forecasting
      Budget Types
      Budget Entry Methods
      Implementing Budgetary Controls
      Implementing Budget Integration
      Implementing Integration with the Budget Execution Module
Issue and Change Management
      Overview of Issue and Change Management
      Control Item Classifications
      Control Item Statuses and Status Lists
      Control Item Priorities, Levels of Effort, and Source Types
      Control Item Types
      Implementing Client Extensions for Issue and Change Management
Microsoft Project Integration
      Customizing the Resource Rates View
      Limiting Access to Features
Project Performance Reporting
      Defining Global Business Intelligence Profile Options
      Setting Default Reporting Options
      Defining Project Performance Reporting Setup Parameters
      Defining Custom Measures
      Defining Page Layouts for Project Performance Reporting
      Defining Row Sets
      Creating Custom Reports
Project Status Inquiry
      Project Status Inquiry Overview
      Defining Derived Columns in PSI
      Dynamic Formatting in PSI
      Defining Display Columns in PSI
      Commitments from External Systems
      Implementing a Custom Reporting Strategy
      Commitment Changes Extension
      Project Status Inquiry Extension
      Tips for Setting Up Project Status Inquiry
Performance Exceptions Reporting
      Defining Performance Statuses
      Defining Performance Rules and Exceptions
      Defining Key Performance Areas and Scoring Rules
      Configuring Automated Status Report Notifications
      Generating Exceptions, Calculating Key Performance Area Scores and Statuses, and Sending Automated Status Reports
Reporting Pack
      Setting Reporting Pack Address Options
      Setting Reporting Pack Processing Option
      Creating Additional Report Templates
      Defining a Reporting Pack
      Scheduling the Generation and Distribution of Reporting Packs
Project Status Reporting
      Project Status Report Sections
      Report Page Layouts
      Report Types
      Reported Statuses
      Reporting Cycles
      Project Status Report Reminder Rules
      Project Status Report Workflow Extension

Implementing Oracle Project Portfolio Analysis

Oracle Project Portfolio Analysis Implementation Checklist
Licensing Oracle Project Portfolio Analysis
Oracle Project Portfolio Analysis
      Define Portfolio Organization Hierarchy
      Define Portfolio Analysis Calendars
      Define Additional Period Types for Use in Portfolio Analysis Calendars
      Define the Financial Plan Types for Cost and Benefit
      Define the Investment Class Category for Oracle Project Portfolio Analysis
      Define the Portfolio Selection Class Category
      Define Investment Criteria
      Configure Project Roles
      Set Profile Options
      Set the Profile Options PJP: Financial Plan Type for Project Benefit and PJP: Financial Plan Type for Project Cost
      Set the Profile Option PJP: Portfolio Selection Class Category
      Set the Profile Option PJP: Portfolio Organization Hierarchy
      Set the Profile Option PJP: Nominate Risk from Investment Criteria
      Set the Profile Option PJP: Default Discount Rate

Implementing Oracle Project Collaboration

Oracle Project Collaboration Implementation Checklist
Licensing Oracle Project Collaboration
Team Member Home Setup
      Defining the Team Home Page
      Team Member Home Page Layout Profile Option

Workflow Processes

Integrating with Oracle Workflow
      Workflows in Oracle Projects
      Customizing Workflow Messages
Oracle Project Costing Workflows
      PA: Step Down Allocations Workflow
      PA: Step Down Allocations Processes
      PA Auto Allocation Process
      PA Step Down Allocation Process
      PA Allocation Process
      PA Allocation Generation Process
      PA Allocation Release Process
      PA Customizable Allocation Process
      PA Cost Process
      PA Distribute Cost Process
      PA Customizable Distribute Cost Process
      PA Summarization Process
      PA Update Projects Summary Process
      PA Customizable Summarization Process
      Send AR Notification Workflow
Oracle Project Foundation Workflows
      PA: Mass Pipeline Projects Update Workflow
      PA: Mass Pipeline Projects Update Processes
      PA: Mass Pipeline Projects Update
      PA: Oracle Projects Library Workflow
      PA: Project Workflow
      PA: Project Workflow Processes
      Project Process
      Project Approval Subprocess
Oracle Project Management Workflows
      PA: Budget Workflow
      PA: Budget Workflow Processes
      Budget Process
      Budget Approval Subprocess
      PA: Budget Integration Workflow
      PA: Budget Integration Workflow Processes
      PA: Budget Integration Process
      PA: Change Request Approval Workflow
      PA: Deduction Workflow
      PA: Issue and Change Workflow
      PA Issue and Change Workflow Processes
      PA: Control Item Owner Change FYI
      PA: Control Item Process Approval
      PA: Issue and Change Action Workflow
      PA: Issue and Change Action Workflow Processes
      PA: Action Assignment with Signoff
      PA: Action Assignment without Signoff
      PA: Action Closed FYI
      Project Budget Account Generation Workflow
      PA: Project Execution Workflow
      PA: Project Execution Workflow Processes
      PA: Project Execution Process
      PA: Performance Notification Workflow
      PA: Performance Notification Workflow Processes
      Performance Notification Process
      PA: Status Report Workflow
      PA: Status Report Workflow Processes
      PA: Status Report Reminder
      PA: Status Report Approval
      Status Report Approval Subprocess
      PA: Status Report Notification
      PA: Missing Status Report Notification
      PA: Task Approval Workflow
      PA: Workplan Workflow
      PA: Workplan Workflow Processes
      PA: Workplan Approval
      PA: Workplan Approval Subprocess
      PA: Workplan Errors
      PA: Workplan Notification
Oracle Project Portfolio Analysis Workflow
      Project Portfolio Analysis Workflow Processes
      PJP Initiate Planning Cycle Process
      PJP User Force Collection Process
      PJP Close Planning Cycle Process
      PJP Main Workflow Process
      PJP Submit Plan Process
      PJP Approve Plan Process
Oracle Project Resource Management Workflows
      PA: Advertisements Workflow
      PA: Advertisements Workflow Processes
      PA: Advertisement Notification Process
      PA: Remove Advertisement Notification Process
      PA: Apply Team Template Workflow
      Apply Team Template Workflow Processes
      PA: Apply Team Template Process
      PA: Candidate Notification Process
      PA: Candidate Notification Workflow Processes
      Candidate Declined Process
      Candidate FYI Notification Process
      Candidate Nominated Process
      PA: CRM Workaround Workflow
      PA: CRM Workaround Workflow Processes
      Process to Perform CRM Workaround for Future Dated Resources
      PA: HR Related Updates Workflow
      PA: HR Related Updates Workflow Processes
      Process to Perform Changes to Persons’ Addresses
      Process to Perform Assignment Changes
      Process to Perform Changes to the Job Level
      Process to Perform Full Name Changes of a Person
      Process to Perform Job Billability Changes
      Process to Perform Operating Unit Changes for an Organization
      Process to Perform Project Organization Changes
      Process to Perform Project Job Relationship Changes
      PA: Mass Assignment Approval Workflow
      PA: Mass Assignment Approval Workflow Processes
      PA: Mass Transaction Error Process
      PA: Mass Assignment Approval Resource Notification Process
      PA: Mass Assignment Approval Submission Notification Process
      PA: Mass Assignment Approval Submission Submitter Notification Process
      PA: Mass Assignment Creation Approval Notification Process
      PA: Mass Assignment Creation Approval Submitter Notification Process
      PA: Mass Assignment Update Approval Notification Process
      PA: Mass Assignment Update Approval Submitter Notification Process
      PA: Mass Process Approval Result Process
      PA: Mass Assignment Transaction Workflow
      PA: Mass Assignment Transaction Workflow Processes
      PA Mass Asgmt Transaction Workflow Process
      PA: Overcommitment Notification Process Workflow
      PA: Overcommitment Notification Processes
      Project Manager Missing Process
      Project Manager Warning Process
      Self Overcommitment Warning Process
      PA: Project Assignments Workflow
      PA: Project Assignments Workflow Processes
      PA: Project Assignment Approval
      PA Assignment Approval Notification
      PA Assignment Approval Subprocess
      PA Assignment Cancellation Notification
      PA Assignment Rejection Notification
      PA: Mass Assignment Approval Required Process

Function Security

Function Security in Oracle Projects
      Functions in Oracle Projects

Profile Options

Profile Options and Profile Option Categories Overview
      Specify Profile Options
Descriptions of Profile Option Categories and Profile Options
Shared Profile Options
Profile Options for Integration With Other Products
      Federal Financials
Fremont Corporation: Setting Up Profile Options

Implementation Options

Implementation Options in Oracle Projects
      System Implementation Options
      Currency Implementation Options
      Project Setup Implementation Options
      Staffing Implementation Options
      Expenditures/Costing Implementation Options
      Billing Implementation Options
      Cross Charge
      Internal Billing

Menus and Responsibilities

Predefined Menus and Responsibilities in Oracle Projects
      HTML Responsibilities
      Forms Responsibilities and Functions

Descriptive Flexfields

Descriptive Flexfields in Oracle Projects

Lookups

Oracle Projects Lookups
      Extensible and User Lookups in Oracle Projects

AutoAccounting, the Account Generator, and Subledger Accounting

AutoAccounting in Oracle Projects
      Overview of AutoAccounting
      Implementing AutoAccounting
      Defining AutoAccounting Rules
      Selecting an Intermediate Value Source
      Selecting a Segment Value Source
      AutoAccounting Rules Window Reference
      Defining a Lookup Set
      Assigning Rules to Transactions
      Enabling AutoAccounting Transactions
      Assign AutoAccounting Rules Window Reference
      AutoAccounting Functions
      AutoAccounting Sample Implementation: Fremont Corporation
AutoAccounting and the Account Generator
AutoAccounting and Subledger Accounting
      Overview of Subledger Accounting
      Comparing AutoAccounting and Oracle Subledger Accounting

Index