Browser version script Skip Headers

Oracle Project Management User Guide
Release 12.1
Part Number E13623-05
Go to contents  page
Contents
Go to previous page
Previous

Index

A

account generator
  budget integration link

actuals
  receiving link
  summarizing link
  viewing link

adding page layouts link
adjusting
  budgets link
    overview link
  forecasts link
    overview link

amount planning
  setting up for workplans link

amounts
  budgets and forecasts
     adjusting for link
     edit in Microsoft Excel link
     editing budgets, options link
     editing forecasts, options link
     entering for link

approved budget forecast designations link
approving forecasts link
approving status reports link
  routing link

attributes transferred link
available funds calculation link

B

baseline budgets and forecasts link
  baseline process, understanding link
  non-time-phased plan versions, rules for link
  prerequisites link

baselines
  creating for budgets link

bottom-up resource planning link
  creating team roles link

budget
  project, maintaining link

budget and commitments link
budget and forecasts
  plan settings
    report quantity using link
    resource breakdown structure link

budget and summarization periods
  reconciling by GL period link
  reconciling by PA period link

budget calculation extension link
budget funds
  controlling link

Budget Funds Check Results window link
budget integration
  baseline link
    troubleshooting link
  bottom-up
    baseline validations link
    budget journals, posting link
    budget journals, transferring to Oracle General Ledger link
    integration, defining link
    organization-level budget, defining link
    using link
    workflow link
  creating a budget baseline
    troubleshooting link
  overriding the General Ledger account link
  overview link link
    bottom-up link
    procedures link
    top-down link
  prerequisites link
  Project Budget Account Generation Workflow link
  reviewing General Ledger account details link
  top-down
    accounting for burden and total burdened cost encumbrances in Oracle Subledger Accounting link
    baseline validations link
    budget entry method link
    budget line accounts link
    budget line entry link
    budgetary control balances link
    budgetary controls link
    budgets, creating link
    burden cost encumbrance accounting link
    commitment transaction example link
    contract commitment, creating link
    contracts link
    encumbrances, creating link
    encumbrances, liquidating link
    example link
    GL funding budgets, defining link
    integration, defining link
    maintaining the project budget link
    prerequisites link
    same line burden cost encumbrance accounting link
    separate line burden cost encumbrance accounting link
    transaction processing link
    using link link
    workflow link
    year-end processing link link
  troubleshooting baseline failures link
  with Oracle Budget Execution Module link

budget summary amounts
  cost budget link
  revenue link

budgetary and transaction validation
  budgetary controls link

budgetary control
  balances link
  results messages link

budgetary controls link
  available funds calculation link
  budget and encumbrance journals inquiry link
  budget definition strategies link
  Budget Funds Check Results window link
  budgetary and transaction validation link
  control levels link
  cross charge restriction link
  entering budget amounts link
    amount types link
    burden cost amounts link
    resources link
  expense reports link
  funds check
    in Oracle Payables link
    in Oracle Projects link
    in Oracle Purchasing link
  funds check results
    viewing link
  funds check rollup link
  in top down integration link
  maintaining balances link
  modifying link
  online funds checking link
  overview link
  prepayments link
  settings link
    control levels link
    time intervals link
  time intervals link
  Transaction Funds Check Results window link
  transactions link

budgets link
   See budgets and forecasts
  baseline
    integrated budget link
    non-time-phased link
  budget integration
    overview link
  Budget Lines window link
  budgetary controls link
    overview link
  controls link
  copying
    actual amounts link link
    budget baselines link
    dates or periods link
    from earlier versions link
    from existing projects link
    from project templates link
  creating
    controls link
  creating for budgetary controls and budget integration
    budget entry link
    overview link link
    revising link
  drafts
     entering link
     revising link
    baseline process link
    baseline, creating link
    deleting link
    submit process link
    submitting link
  integrating
    bottom-up link
    bottom-up, using link
    overview link
    procedures link
    top-down link
    top-down, contracts link
    top-down, creating link
    top-down, using link link
  lines
    entering link
    revising and deleting link
  maintaining link link
  period-phased link
  project level
    creating link
  reviewing
    account details link
    current and history link
    integrated budgets link
  revising link
  revising baseline budget link
  revising original budget link
  task level
    creating link
  time-phased link
  viewing
    amounts, calculated link

budgets and forecasts
  adjusting link
    overview link
  amounts
    adjusting link
    adjusting, overview link
    calculating, overview link
    edit in Microsoft Excel link
    editing budgets, options link
    editing forecasts, options link
    entering link
  approving forecasts link
  baselines
    baseline process, understanding link
    creating link
    creating for budgets link
    non-time-phased plan versions, rules for link
    prerequisites link
  budgets
    cost, generating link
    cost, generating with workplan cost disabled link
    revenue, generating link
  budgets, generating link
    amounts, generating link
    amounts, mapping link
    budgets, regenerating link
    budgets, updating link
    overview link
    period types, determining link
    planning level, determining link
    sources, determining link
  building
    budgets link
    forecasts link
  calculating
    overview link
  calculation extension link
  change documents
    including link
    including manually link
    viewing link
  copying link
    options link
  copying amounts within a project link
    between plan versions link
  copying from a project template or project link
    baseline plan versions link
    dates or periods link
  costs
    planning for link
  currency settings
    conversion attributes link
    transaction currencies, add link
  Deleted Versions link
  editing link
     Microsoft Excel, in link
    budgets, options for link
    forecasts, options for link
    planning elements link
    planning resources link
    tasks link
  entering amounts link
  forecasts
    cost, generating link
    ETC calculation methods link
    revenue, generating link
  forecasts, generating link
    amounts, generating link
    forecast amounts, mapping link
    forecasts, regenerating link
    forecasts, updating link
    overview link
    planning level, determining link
    sources, determining link
  level of detail link
    planning levels, selecting link
    resources, categorizing by link
    time phases, selecting link
  lines
    entering and editing link
  multiple currencies
    currency settings link
    entering in link
  overview link
  period profiles
    using link
  plan settings
    amount entry options link
    approved budget forecast designations link
    currencies, multiple, enable entry in link
    display and reporting options link
    plan options link
    planning level, select a link
    report cost using link
    resource list, select a link
    rounding factor link
    time phase, select a link
  plan types
    adding to a project link
    overview link
  plan versions
    baseline process, understanding link
    baselines, creating link
    baselines, prerequisites link
    baselines, rules for link
    copying amounts within a project link
    copying baselines link
    creating link
    overview link
    submit process, understanding link
    submitting link
  planning elements
    planning resources link
    selecting link
    tasks link
  planning levels
    selecting link
  planning options
    currency settings link
    defining link link
    generation options link
    Microsoft Excel options link
    plan settings link
    rate schedules link
  resources
    categorizing by link
  revenue
    planning for link
  security link
  spread curves
    using link
  submitting link
    submit process, understanding link
  time phases
    selecting link
  using
    overview link
  versions, maintaining link
    any version link
    approved forecasts link
    budget baselines link
    working versions link
  viewing link
    plan types link
    versions, cost and revenue planned separately link
    versions, resource options link
    versions, task options link
  viewing workplan cost and effort link

building budgets link
building forecasts link

C

calculating
  budgets
    overview link
  forecasts
    overview link

canceling change documents link
canceling issues link
case studies
  change budget link
  change reporting period link
  custom reporting link
  GL period diagram link
  market analysis link
  reviewing amounts link
  summarizing amounts link

change document
  attributes link
  closing link
  creating link
    attaching documents and relating other items link
    copying existing issues and documents link
    creating and assigning actions link
  financial impact
    defining link
    implementing link
    including link
  impacts link
    defining link
  implementing link
    financial impact link
  including
    financial impact link
  managing link
    updating progress link
    viewing link
  numbering link
  ownership
    changing link
    viewing link
  participation link
  resolving link
    canceling link
    closing link
    implementing link
    including change requests in change orders link
    resolving and closing actions link
    reworking link
  statuses link

change documents
  budgets and forecasts
     including in link
    including manually in link
    viewing in link

change management
  attributes link
    impacts link
    numbering link
  change document
    attaching documents and relating other items link
    canceling link
    closing link
    copying existing issues and documents link
    creating link
    creating and assigning actions link
    implementing link
    including change requests in change orders link
    managing link
    resolving link
    resolving and closing actions link
    reworking link
    updating progress link
    viewing link
  change document attributes link
  change document participation link
  change document statuses link
  financial impact
    defining link
    implementing link
    including link
  impacts link
    defining link
  numbering link
  overview link
    change document attributes link
    change document participation link
    change document statuses link
  ownership
    changing link
    viewing link
  participation link
  statuses link
  using
    change documents, creating link
    change documents, managing link
    change documents, resolving link
    overview link

changing change document ownership link
changing issue ownership link
clearing
  project link link

clearing
  resource lists link

closing change document actions link
closing change documents link
closing issue actions link
commitments
  budgetary controls link

contract
  budget integration link
  commitment link
  commitments link

contract commitment
  transaction link

contract commitments link
  budget integration, top-down link

contract projects link
   See reviewing invoices

control levels link
copying
  budgets
    options link
  forecasts
    options link

copying budgets and forecasts link
  amounts within a project link
    between plan versions link
  from a project template or project link
    baseline plan versions link
    dates or periods link

copying issues link
copying issues and change documents link
cost
  defining for resource assignments link
  physical percent complete link
  task details link

cost tracking
  enabling for workplans link

costs
  Adjusting adjustments
    for resource assignments link
  for resource assignments link
  planning in multicurrency for workplans link
  tracking for workplans link

Create Task page link
creating change documents link
creating issues link
creating views link
   See row sets

currencies
  budgets and forecasts
    entering in multiple link
  conversion attributes
    budgets and forecasts link
  multiple
    budgeting and forecasting in link
    budgets and forecast, settings link
    budgets and forecasts, entering in link
  transaction currencies, add
    budgets and forecasts link

currency factoring link
currency settings
  budgets and forecasts
    defining for link
  conversion attributes
    budgets and forecasts, for link
  transaction currencies, add
    budgets and forecasts, for link

current reporting period link

D

data
  protecting link

dates
  actual link
  baseline link
  defining for tasks link
  durations link
  estimated link
  scheduled link

defining change document impacts link
deleting tasks link
deliverable impact
  physical percent complete derivation method link

deliverables
  collecting progress
    overview link
    roll up link
  managing progress for link
  physical percent complete link link

dependencies
  allowing only for lowest tasks link
  creating link
  defining link
  maintaining link

document management
  attaching link
  attachment categories link
  document repositories link
  editing link
  overview link
  using link

downloading
  resource lists link

E

earned value
  progress link
  task details link

earned value management
  earned value and progress link
  overview link

editing budgets
  options for link

editing budgets and forecasts link
  Microsoft Excel, in link
  planning elements link
    planning resources link
    tasks link

editing forecasts
  options link

effort
  physical percent complete link
  task details link

enabling program management
  program management link

encumbrance link
exception details link
   See managing exceptions

exception reporting
  programs link

exceptions link
   See performance exceptions reporting

expense reports
  budgetary controls link

exporting summary amounts
  spreadsheets link
  text files link

F

factoring link
   See currency factoring

financial physical percent complete
  deriving link
  rolling up link link
  transferring link

financial structures
  selecting progress options link

font in Text5 column link
forecasts link
   See budgets and forecasts

functions performed in
  microsoft project link
  oracle projects link

G

Gantt Chart link link
Gantt display view link
  using for configurable page layouts link

generating budgets link
  amounts link
  amounts, mapping link
  budgets, regenerating link
  budgets, updating link
  cost link
  overview link
  period types, determining link
  planning level, determining link
  revenue link
  sources
    determining link

generating forecasts link
  amounts link
    mapping link
    planning level link
    regenerate link
    update link
  cost link
  ETC calculation methods link
  overview link
  revenue link
  sources
    determining link

generation options
  budgets and forecasts
    selecting for link

graphics link
   See illustrations

graphs
  cost link
  earned value link
  profit link

H

hierarchy view link

I

impact
  task status link

implementing change documents link
implementing financial impact of change documents link
including change requests in change orders link
including financial impact of change documents link
integration
  budget
    bottom-up link
    top-down link link link link
  budgets
    overview link

Invoices window link
   See reviewing invoices

issue management
  attributes link
    numbering link
  issue attributes link
  issue participation link
  issue statuses link
  issues
    attaching documents and relating other items link
    canceling link
    copying existing link
    creating link
    creating and assigning actions link
    managing link
    resolving link
    resolving and closing actions link
    reworking link
    updating progress link
    viewing link
  numbering link
  overview link
    issue attributes link
    issue participation link
    issue statuses link
  ownership
    changing link
    viewing link
  participation link
  statuses link
  using
    issues, creating link
    issues, managing link
    issues, resolving link
    overview link

issues
  attributes link
  creating link
    attaching documents and relating other items link
    copying existing link
    creating and assigning actions link
  managing link
    resolving and closing actions link
    updating progress link
    viewing link
  numbering link
  ownership
    changing link
    viewing link
  participation link
  resolving link
    canceling link
    reworking link
  statuses link

L

lines
  entering and editing link

linked projects
  editing link
  retaining links for link

links
  deleting link

list of values
  receiving from Oracle Projects link

List of Values window
  service types link

list view link
locking link

M

maintaining
  project budget link

maintaining summary amounts link
   commitments link
  actual cost link
  actual revenue link
  budget and summarization periods link
  budget summary amounts link

managing change documents link
managing exceptions link
managing issues link
manual scoring link
measures link
   See row sets
  derived link
  fundamental link
  use measures link

Microsoft Excel
  budgets and forecasts
    editing link

Microsoft Excel options
  budgets and forecasts
    defining for link

Microsoft Project
  attaching a file to a workplan link

Microsoft Project Integration
  overview link

multicurrency cost amount planning
  defining for workplans link
  enabling for workplans link

N

notifications
  for published workplans link

O

obsolete status reports link
Oracle Budget Execution Module
  budget integration link

Oracle Projects
  resource lists link
  sending new project data to link

oracle projects
  receiving information from link
  receiving progress information link
  receiving project information link
  sending new or revised budget data link
  sending progress information link
    Microsoft Project status date link
    task type setup link
    workplan setup link
  sending revised project data link
  sending revised project data to link

overview
  program management link

overviews
  budgets and forecasts link
  change management link
  change management, using link
  issue management link
  issue management, using link
  Microsoft Project Integration link
  performance management link
  project status inquiry link

P

page layouts
  using Gantt display view in link

performance link
   See performance management

performance amounts link
   See performance data

performance data
  adding page layouts link
   See also row sets
  customizing display link
  personalization link
   See also row sets
  row sets link

performance exceptions reporting
  manual scoring link
  overview link
  rules link
  sending notifications link

performance management
  overview link
  project performance reporting link
  reporting pack link

performance measures link
performance reports link
   See project performance reporting

performance rules link
   See rules

performance, analysis link
   See also performance dimensions

period profiles
  using link

periodic amounts
  updating link

personalization, page link
personalization, region link
   See row sets

physical percent complete
  deriving
    cost link
    deliverable link link
    effort link
    methods link
    work quantity link
  rolling up
    cost link
    duration link
    effort link
    manual link

plan amounts
  amount entry options link
  report cost using link
  report quantity using link
  rounding factor link

plan options link
plan settings link
  amount entry options link
  approved budget designations link
  budgets and forecasts
    defining for link
  currencies, multiple, enable entry in link
  display and reporting options link
  plan options link
  report cost using link

plan types
  adding to a project link
  overview link
  viewing link

plan versions
  amounts
    adjusting link
    edit in Microsoft Excel link
    editing budgets, options link
    editing forecasts, options link
    entering link
  baseline process, understanding link
  baselines
    non-time-phased plan versions, rules for link
    prerequisites link
  baselines, creating link
  copying amounts within a project
    plan version amounts link
  copying baselines link
  creating link
  maintaining link
  overview link
  submit process, understanding link
  submitting link
  viewing
    resource options link
    task options link
    Versions, cost and revenue planned separately link

planned quantity
  defining for resource assignments link

planning elements
  planning resources
    selecting link
  selecting link
  tasks
    selecting link

planning for cost link
Planning for Cost and Revenue Impacts link
planning for revenue link
planning options
  budgets and forecastsplanning optionsdefining link
  currency settings
    conversion attributes link
    defining link
    transaction currencies, add link
  generation options
    selecting link
  Microsoft Excel options
    defining link
  plan settings
    amount entry options link
    approved budget forecast designations link
    currencies, multiple, enable entry in link
    defining link
    display and reporting options link
    plan options link
    report cost using link
    report quantity using link
    resource breakdown structure link
    rounding factor link
  rate schedules
    selecting link

planning resource lists
  selecting for workplans link

planning resources
  assigning to tasks link
  budgets and forecasts
    selecting for link

Potential Change Order report
  generating link

preferences link
prepayments
  budgetary controls link

prerequisites
  using microsoft project integration link

processes
  Refresh Transaction Summary Amounts link
  Update Project Summary Amounts link link

processing
  year-end link

program
  linking projects to link

program financial information
  rolling up link
  viewing link

program hierarchy
  creating link
  linking projects link
  using workplan versions link

program information
  rolling up link

program management
  creating and maintaining links link
  enabling program management link
  overview link
  viewing program information link

program progress information
  rolling up link

program workplan information
  rolling up link
  viewing link

programs
  exception reporting link

progress link
   See project performance reporting
  adjusting progress
    approaches link
  attributes link
  backdating link link
  collecting link
  collecting actual costs link
    partially shared and non-shared structures link
    shared structures link
  collecting actual quantities link
    partially shared and non-shared structures link
    partially shared structures link
  collecting progress
    approaches link link
    centralized entry link
    collaborative entry link
    deliverables link link
    resource assignments link
    tasks link
    workplans link
  correcting link link
  financial physical percent complete link
  managing progress link
  measures
    earned value link
  overview link
  physical percent complete link
  reviewing progress
    approaches link
  rolling up link
  rolling up progress
    tasks link
  scheduling tool integration link
  selecting progress options
    financial structures link link
    tasks link link
    workplan structures link link
  workplan replanning link

project deliverables
  associating deliverables to workplan tasks link
  copying deliverables
    project creation link
  creating and managing link
  deleting deliverables link
  managing deliverable actions link
  overview link
  security link
  tracking progress link

project encumbrance link
project link
   clearing link

Project List page
  program information link

project performance inquiry
  page personalization link
   See page layouts
  periodic analysis link
   See performance, analysis
  resource analysis link
   See performance, analysis
  task analysis link
   See performance, analysis

project performance reporting link
   See also reporting pack
  analysis pages link
   See performance, analysis
  detailed amounts, viewing
    commitments link
    events link
    expenditure items link
  displaying
    using personalization link
  overview link
   See also project status inquiry
  performance data link
  project, by link
  resource, by link
  task, by link
  time, by link

project performance reporting
  graphs link
  performance measures link

project performance tracking
  managing exceptions link

project status link
   See project status inquiry

project status inquiry link
  actual costs link
  budget and commitments link
  case studies link
  commitments link
   See also reviewing summary amounts
  currency factoring link
  events
    revenue link
   See also Summarizing Commitments in Project Status Tracking, Implementing Commitments from External Systems
  Oracle Payables link
  overview link
  Project Status window link
  project summary amounts link
  reviewing invoices link
  reviewing summary amounts link

project status reporting link
project summary amounts link link
   See also case studies
  current reporting period link
  maintaining link
  summarizing by resource link
  to-date summary amounts link
  troubleshooting summary amounts link
  updating summary amounts link

projects
  managing progress for link
  reviewing resource usage on link

protecting data link
publish status reports link
purging exceptions link
   See managing exceptions

R

rate schedules
  budgets and forecasts
    selecting for link
  selecting for workplans link

rates
  for resource assignments link

Receive Actuals from Oracle Projects window link
Receive Project from Oracle Projects link
Receive Resource List from Oracle Projects window link
receiving information from
  oracle projects link

Receiving Information from Microsoft Project link
receiving progress information
  from oracle projects link

receiving project information
  from oracle projects link

reconciling budget and summarization periods link
   See budget and summarization periods

reporting link
   See performance management

reporting pack link
reports and listings
  status link

resolving change document actions link
resolving change documents link
resolving issue actions link
resolving issues link
resource assignments
  collecting progress link
    non-shared structures link
    shared structures link
  costs link
  creating link
  defining planned quantity and cost for link
  managing progress for link

resource formats
  defining link

resource lists
  changing after summarization link
  clearing link
  creating and maintaining link
  from Oracle Projects link
  viewing link

resource planning
  from the bottom up link
  from the top down link

resource usage
  reviewing link

resources
  reviewing project usage of link

reviewing invoices link
reviewing summary amounts
  by project link
  by resources link
  by task link
  summarization errors link

reworking change documents link
reworking issues link
row sets link
rules
  adding performance rules link
  adding scoring rules link

S

scoring rules link
   See rules

security
  budgets and forecasts link

send new or revised budget data to
  oracle projects link

sending notifications
  attaching report types link
  notification recipients link

sending progress information to
  oracle projects link link link link

sending revised project data to
  oracle projects link link

service types
  maintaining link

spread curves
  overview
    using link

spreadsheets link
   See exporting summary amounts

status link
   See project performance reporting

status reporting link
status reporting options link
status reports
  approval routes link
  approve link
  creating link
  obsolete link
  publish link
  status reporting options link
  submit link
  updating link

statuses
  of workplans link

submitting budgets and forecasts link
  submit process, understanding link

summarizing by resource link
  changing resource list link
  precedence mapping link
  unclassified resource link

synchronizing project data link

T

task assignments
  costs
    adjusting by period link
  defining link

task dependencies link
   See dependencies

Task Details page link
task execution workflow
  enabling at task level link

task hierarchies
  setting up link

task types
  selecting for tasks link

tasks
  assigning resources to link
  associating to other projects link
  associating to tasks in other projects link
  budgets and forecasts
    selecting for link
  collecting progress link
  collecting progress for link
  controlling outline levels for link
  controlling the task outline level link
  copying link
  cost link
  creating link link
  dates link
  defining dependencies for link
  defining details of link
  defining planned quantity and cost for link
  deleting link link
  earned value link
  effort link
  indenting link
  maintaining resource assignments for link
  managing progress for link
  mapping link
  moving link
  outdenting link
  rolling up progress
    examples link
  scheduling link
  selecting progress options link
  selecting task types for link link
  submitting for approval link
  task execution workflow link
  updating link

team roles
  creating for task-level resource assignments link

text files link
   See exporting summary amounts

Text5 column
  creating link

time intervals link
time phase
  selecting for workplans link

to-date summary amounts
  current reporting period link
  period type link

top-down resource planning link
  defining resource formats for link

transaction
  contract, commitment link

Transaction Funds Check Results window link
transactions
  collecting link

troubleshooting
  budget baseline failures
    integrated budgets link

troubleshooting summary amounts link
  summarization log link
  update summary amounts report link

U

update summary amounts
  after conversion link

Update Tasks page link
updating change document progress link
updating issue progress link
updating summary amounts link
using budgeting and forecasting
  overview link

using change management link
Using Fiscal Calendar for Periodic Distribution link
using issue management link
using microsoft project integration
  prerequisites link

V

viewing budgets and forecasts link
  plan types link
  plan versions
    cost and revenue planned separately link
    resource options link
    task options link
  workplan cost and effort link

Viewing change document ownership link
viewing change documents link
viewing issue ownership link
viewing issues link
viewing program information
  program management link
  Project List page link
  requirements for link

W

window illustrations
  Budget Lines
    non-period-phased budgets link
    period-phased budgets link

windows
  List of Values
    service types link
  Receive Actuals from Oracle Projects link
  Receive Project from Oracle Projects link
  Receive Resource List from Oracle Projects link

work planning
  integrating with product team link

work quantity
   physical percent complete link

Workflow
  Project Budget Account Generation link

workplan
  creating and updating link
  enabling link
  viewing cost and effort link

workplan and progress management
  overview of link

workplan physical percent complete
  rolling up link

workplan statuses link
workplan structure
  setting up link

workplan structures
  selecting progress options link

Workplan tasks
  Deliverables link

workplans
  and planning resource lists link
  approving link
  collecting progress link
  collecting progress for link
  defining additional settings for link
  defining multicurrency cost planning for link
  deleting published versions of link
  designating baseline versions of link
  multicurrency cost planning for link
  publishing link
  selecting rate schedules for link
  setting up link link
  setting up amount planning for link
  using Gantt display view link
  versioning link
  viewing link