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Oracle Project Management User Guide
Release 12.1
Part Number E13623-05
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Oracle Project Management User Guide

Contents

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Preface

Overview of Project Management

Features of Project Management
      Workplan and Progress Management
      Integrating with Microsoft Project
      Budgeting and Forecasting
      Project Status Reporting
      Issue and Change Management
      Document Management
      Expenditure Review
      Billing Review
      Project Performance Reporting
      Performance Exceptions Reporting
      Project Status Inquiry
      Reporting Pack

Workplan and Progress Management

Overview of Workplan and Progress Management
      Enabling the Workplan Structure
      Task Attributes for Your Workplan
Creating and Updating Workplans
      Setting Up Workplans
      To Set Up Workplan Structure Information
      Defining Additional Workplan Settings
      Defining Workplan Multicurrency Settings
      Selecting Workplan Rate Schedules
      Creating Tasks
      Selecting Task Types
      Controlling the Task Outline Level for New Tasks
      Defining Task Details
      Summary of Task Effort, Cost, and Earned Value Information
      Managing the Task Schedule
      Creating Resource Assignments
      Defining Resource Assignment Details
      Integrating Work Planning with the Project Team
      Reviewing Resource Usage
      Planning Resources From The Bottom Up
      To Plan Resources From The Bottom-Up
      Creating Team Roles
      Planning Resources From The Top Down
      Defining Task Dependencies
      Mapping Tasks
      Creating Task-to-Project and Task-to-Task Associations
      Using Task Execution Workflow Processes
      Managing Tasks
      Copying Tasks
      Moving Tasks
      Updating Tasks
      Deleting Tasks
Managing Workplan Effort and Cost
      Defining Planned Effort at the Task Level
      Defining Planned Quantity and Cost for Resource Assignments on Tasks
      Calculating Costs and Refreshing Rates
      Example of Task Effort Calculation
      Updating Periodic Amounts
      Reviewing Workplan Cost
      Reviewing Workplan Cost and Effort
      Adjusting Cost and Quantity for Resource Assignments
Versioning a Workplan
      Designating a Baseline Workplan Version
      Deleting a Published Workplan Version
      Workplan Statuses
      Approving and Publishing Workplans
Viewing Workplans
      Using the Hierarchy View
      Using the List View
      Using the Gantt Display View
Managing Progress
      Overview of Progress Management
      Understanding Progress
      Understanding Earned Value Measures
      Selecting Progress Options
      Selecting Progress Options for a Workplan Structure
      Selecting Progress Options for Tasks
      Selecting Progress Options for a Financial Structure
      Collecting and Managing Progress
      Choosing an Approach for Collecting Progress
      Collecting Actual Quantities and Costs
      Collecting Progress for Deliverables
      Collecting Progress for Resource Assignments
      Collecting Progress for Tasks
      Deriving Physical Percent Complete
      Using Cost to Derive Physical Percent Complete
      Using Effort to Derive Physical Percent Complete
      Using Deliverables to Derive Physical Percent Complete
      Using Work Quantity to Derive Physical Percent Complete
      Collecting Progress for Workplans
      Rolling Up Physical Percent Complete
      Using Duration or Manual Option to Roll Up Physical Percent Complete
      Using Cost or Effort to Roll Up Physical Percent Complete
      Correcting and Backdating Progress
      Using Progress to Replan Workplans
      Integrating with Scheduling Tools
      Deriving Physical Percent Complete for Financial Structures

Program Management

Overview of Program Management
Enabling Program Management
Creating and Maintaining a Program Hierarchy
      Linking Projects to a Program
      Using Workplan Versions within a Program Hierarchy
Rolling Up Program Information
      Rolling up Program Workplan Information
      Rolling up Program Progress Information
      Rolling Up Program Financial Information
Viewing Program Information
      Viewing Program Workplan Information
      Viewing Program Financial Information

Project Deliverables Management

Overview of Project Deliverables Management
Creating and Managing Project Deliverables
Tracking Deliverable Progress

Microsoft Project Integration

Overview of Microsoft Project Integration
Protecting Data Integrity
      Ensuring Synchronization
Sending Information to Oracle Projects
      Sending New Project Data to Oracle Projects
      Attaching a Microsoft Project File
      Sending Revised Project Data to Oracle Projects
      Sending Progress Information to Oracle Projects
      Enable Percent Complete Progress for Task Types
      Enable Progress Options for the Workplan
      Set the Status Date in Microsoft Project
      Sending Cost Information to Oracle Projects
      Sending New or Revised Budget Data to Oracle Projects
Receiving Information from Oracle Projects
      Receiving Project Information from Oracle Projects
      Receiving Progress Information from Oracle Projects
      Receiving Resource Lists from Oracle Projects
      Receiving List of Values from Oracle Projects
      Receiving Actuals from Oracle Projects
Deleting a Task
Clearing the Link to Oracle Projects
      Clearing the Resource List
      Clearing the Project Link
Oracle Projects Views
Tools
Setting Preferences
      Send Work Breakdown Structure
      Task Numbering Options
      Calculate Costs
      Send Time Phased Data
      Examples: The WBS Level and Transferred Tasks and Budgets
Attributes Transferred

Budgeting and Forecasting

Overview of Project Budgeting and Forecasting
      Building Budgets
      Building Forecasts
      Understanding Plan Types and Plan Versions
      Planning for Cost and Revenue
      Determining the Level of Detail for Budgets and Forecasts
      Selecting Planning Levels for Budgets and Forecasts
      Categorizing Budget and Forecast Amounts by Resources
      Selecting Time Phases for Budgets and Forecasts
      Using Period Profiles
      Using Spread Curves
      Using Fiscal Calendar for Periodic Distribution
      Using Budgetary Controls and Budget Integration
      Calculating and Adjusting Budget and Forecast Amounts
      Options for Copying Budgets and Forecasts
      Entering Budgets and Forecasts in Multiple Currencies
      Creating Baselines for Budgets and Approving Forecasts
      Understanding Budget and Forecast Security
Using Budgeting and Forecasting
      Defining Planning Options
      Defining Plan Settings
      Defining Currency Settings
      Selecting Rate Schedules
      Selecting Generation Options
      Defining Microsoft Excel Options
      Adding Plan Types to a Project
      Creating Plan Versions
      Maintaining Plan Versions
      Generating Budgets
      Overview of Budget Generation
      Determining Budget Sources
      Generating Budget Amounts
      Generating Budget Cost
      Generating Budget Revenue
      Mapping Budget Amounts Across Different Planning Resource Lists
      Determining the Planning Level for Generated Budgets
      Determining Period Types and Defining Periods for Generated Budgets
      Regenerating and Updating Budgets
      Generating Forecasts
      Overview of Forecast Generation
      Determining Forecast Sources
      Generating Forecast Amounts
      Generating Forecast Cost
      ETC Calculation Methods for Planning Resources
      Generating Forecast Revenue
      Mapping Forecast Amounts Across Different Planning Resource Lists
      Determining the Planning Level for Generated Forecasts
      Regenerating and Updating Forecasts
      Entering Amounts and Editing Plan Versions
      Selecting Planning Elements
      Editing Budget and Forecast Amounts
      Editing Budgets and Forecasts in Microsoft Excel
      Adjusting Version Amounts
      Copying Budgets and Forecasts
      Copying Budgets and Forecasts from a Project Template or Project
      Copying Baseline Plan Versions from Project Templates and Projects
      Copying Dates or Periods for Time-Phased Budgets and Forecasts
      Copying Budget and Forecast Amounts Within a Project
      Including and Viewing Change Documents
      Viewing Budgets and Forecasts
      Viewing Plan Types
      Viewing Budget and Forecast Versions - Task Options
      Viewing Budget and Forecast Versions - Resource Options
      Viewing Plan Versions When Cost and Revenue Are Planned Separately
      Viewing Workplan Cost and Effort
      Submitting Budgets and Forecasts
      Understanding the Submit Process
      Creating Baselines for Budgets and Approving Forecasts
Creating Budgets With Budgetary Controls and Budget Integration
      Budget Entry
      Entering or Revising a Budget Draft
      Entering a Project or Task Level Budget
      Entering Budget Lines
      Entering Budget Lines for Period-Phased Budgets
      Viewing Calculated Budget Amounts
      Entering Budget Lines for Non-Time-Phased or Date Range Budgets
      Revising Budget Lines
      Copying Budgets from a Project Template or Existing Project
      Copying Budgets from Earlier Budget Versions
      Copying Actual Amounts to Budget Amounts
      Deleting a Draft
      Submitting a Draft
      The Submit Draft Budget Process
      Creating a Baseline for a Budget Draft
      The Draft Budget Baseline Process
      Creating a Baseline for an Integrated Budget
      Revising a Budget Baseline
      Revising an Original Budget
      Reviewing a Budget
      Reviewing and Overriding Budget Account Details for Integrated Budgets
      Troubleshooting Baseline Failures for Integrated Budgets
Using Budgetary Controls
      Budgetary Control Settings
      Entering Budget Amounts for Controlled Budgets
      Budget Definition Strategies
      Transaction Processing With Controlled Budgets
      Viewing Transaction Funds Check Results
      Maintaining Budgetary Control Balances
      Budgetary Controls Cross Charge Restriction
      Budgetary Control Result Messages
Integrating Budgets
      Using Bottom-Up Budget Integration
      Using Top-Down Budget Integration
      Top-Down Budget Integration Example
      Creating Project Budgets for Top-Down Budget Integration
      Transaction Processing
      Burden Cost Encumbrance
      Same Line Burden Cost Encumbrance Accounting
      Separate Line Burden Cost Encumbrance Accounting
      Accounting For Burden and Total Burdened Cost Encumbrances in Oracle Subledger Accounting
      Budgetary Control Balances
      Maintaining the Project Budget
      Year-End Processing
      Using Top-Down Budget Integration with Oracle Contract Commitments
      Oracle Contract Commitments
      Integrating with Oracle Contract Commitments
      Prerequisites for Budget Integration with Oracle Contract Commitments
      Contract Commitment Transaction Example
      Project Encumbrance Example
      Creating Project Budgets for Top-Down Budget Integration with Oracle Contract Commitments
      Budgetary Control Balances
      Maintaining the Project Budget
      Year-End Processing
      Integrating with the Budget Execution Module of Oracle Federal Financials

Issue Management

Overview of Issue Management
      Issue Participation
      Issue Statuses
      Issue Attributes
Using Issue Management
      Creating Issues
      Copying Existing Issues
      Attaching Documents and Relating Other Items to Issues
      Creating and Assigning Actions to Issues
      Managing Issues
      Viewing Issues and Progress
      Updating Issue Progress
      Changing and Viewing Issue Ownership
      Resolving and Closing Actions for Issues
      Resolving Issues
      Reworking and Canceling Issues

Change Management

Overview of Change Management
      Change Document Participation
      Change Document Statuses
      Change Document Attributes
Using Change Management
      Creating Change Documents
      Copying Existing Issues and Change Documents
      Attaching Documents to Change Documents
      Creating and Assigning Actions to Change Documents
      Defining Change Document Impacts
      Planning for Cost and Revenue Impacts
      Managing Change Documents
      Viewing Change Documents and Progress
      Updating Change Document Progress
      Changing and Viewing Change Document Ownership
      Resolving Change Documents
      Resolving and Closing Actions for Change Documents'
      Including Change Requests in Change Orders
      Reworking Change Documents
      Canceling Change Documents
      Implementing and Closing Change Documents
      Creating Financial Tasks
      Generating Potential Change Order Report

Document Management

Overview of Document Management
Using Document Management
      Attaching and Editing Documents
      Defining Attachment Categories
      Integrating with Document Repositories

Project Performance Management

Overview of Project Performance Management
Project Performance Reporting
      Reporting by Project
      Reporting by Task
      Reporting by Resource
      Reporting by Time
      Analyzing Performance
      Viewing Detailed Amounts for Project Performance Reporting
      Customizing the Display of Project Performance Reporting Pages
      Using Personalization Features
      Adding Row Sets to a Tabular Region
      Adding Page Layouts
Project Status Inquiry
      Project Status Inquiry Overview
      Reviewing Project, Task, and Resource Summary Amounts
      Using Factoring to Control Currency Display
      Comparing Budget to Actual Commitments
      Drilling Down to Actuals, Commitments, and Events Detail
      Reviewing Customer Invoices for a Contract Project
      Project Summary Amounts
      Maintaining Summary Amounts
      Maintaining To-Date Amounts
      Setting The Current Reporting Period
      Updating Project Summary Amounts
      Creating Project Summary Amounts after Conversion
      Troubleshooting Project Summary Amounts
      Summarizing Actuals and Commitments by Resource
      Case Study: Summary Amounts for Reporting
      Background of Market Analysis Project
      Reviewing Amounts in Project Status Inquiry
      Summary Amounts After Current Reporting Period Changes
      Summary Amounts After Budget Changes
Performance Exceptions Reporting
      Adding Performance and Scoring Rules
      Calculating Scores on Demand for Key Performance Areas
      Managing Exceptions
      Sending Automated Status Report Notifications
Project Manager Reporting Pack
Earned Value Management

Project Status Reporting

Overview of Project Status Reporting
      Report Types
      Reporting Cycles
      Status Report Security
      Reminder Rules
      Project Status Report Statuses
Defining Status Reporting Options
Creating and Updating Status Reports
Submitting and Approving Reports
      Routing Reports for Approval
Publishing Status Reports
      Making Status Reports Obsolete

Performance Measures and Graphs

Performance Measures
Graphs in Performance Reports

Index