Oracle Projects Extensions for Oracle Endeca

This chapter covers the following topics:

Overview
Oracle Projects Extensions for Oracle Endeca User Interface
Oracle Projects Extensions for Oracle Endeca Product Configuration
Setting up Oracle Projects Extensions for Oracle Endeca Integration
Populating Endeca and Projects Integration Security
Setting Up the Scheduler to Load Full Graphs
Setting Up the Scheduler to Load Incremental Graphs
Views and Joins to Load and Display Oracle Projects Extensions for Oracle Endeca Data

Overview

Oracle Projects Extensions for Oracle Endeca integration enables you to search and filter project information. You can search all projects in a particular Operating Unit, and view alerts.

You can search using Oracle Projects Extensions for Oracle Endeca pages and Endeca Information Discovery (EID) design tools. These pages are hosted in an EID environment, and called from container pages in EBS. The Projects Search and Overview and the Workplan Overview pages enable search functions using Endeca Information Discovery integration.

Oracle Projects Extensions for Oracle Endeca User Interface and Integration

Oracle Projects Extensions for Oracle Endeca User Interface

Oracle Projects Extensions for Oracle Endeca updates are available from the Projects Search and Overview and the Workplan Overview pages. Both these page displays information and data graphically and in tabular format.

Projects Search and Overview Page

You use the Projects Search and Overview page to search for Projects in a particular Operating Unit. By default, the Functional Currency and the Operating Unit display.

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You can change the Operating Unit and you can click Create Projects to create a new project for the operating unit. The Projects Search and Overview page contains filtering components that you can use to search, navigate and filter the data displayed in other components and consists of the following regions and components:


Region	Component
Totals (Published Projects)	Number of Projects Accrued Revenue Planned Raw Cost Actual Raw Cost Planned Burdened Cost Actual Burdened Cost Burdened Cost Variance Raw Cost Variance
Projects List	View data such as Project Name, Project Manager Name, Description, Organization, Status, Customer Name, SIC Code, Opportunity Value, and Project Currency sorted by options such as: Overview Dates Financials Note: The Financials data displays only if the Summarization processes have run. The Summarization processes are a pre-requisite for the view to display correct amounts. After you have run the Summarization processes, ensure you execute the incremental graph as well to reflect the latest summarization information. Actions You can also print or export these details.
Reports	Planned Vs. Actual Cost - you can sort this report by Top 5 by Burdened Cost or by Bottom 5 by Burdened Cost. Project Delays (in Days) - you can sort this report by Sort Days Late (A to Z) and Sort Days Late (Z to A). You can also sort the Series Dimensions by Project Name or Project Number. Burdened Cost Variances - you can sort this report by Top 5 by BURDEN_VAR (sum) or by Bottom 5 by BURDEN_VAR (sum). You can also print or export these details.

Workplan Overview Page

You use the Workplan Overview to view details of the Workplan

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The Workplan Overview page contains filtering components that you can use to search, navigate and filter the data displayed in other components and consists of the following regions and components:


Region	Components
Published Versions - Reports	Task Start Delay - you can sort the Series Dimension by Task Name or Task Number Completion Delay - you can sort the Series Dimension by Task Name or Task Number Task Due to Start - you can sort the Series Dimension by Task Name or Task Number You can also print or export these task details.
Current Working Version Tab	Version Name Project Currency Locked Date Time Locked by Name Raw Cost Variance ITD Burdened Cost Variance ITD Actual Raw Cost ITD Actual Burdened Cost ITD The Task List - Working and Resources List - Working tables enable you to complete the following actions: Print Update Multiple Tasks (available only from Task List - Working table) Update Mass Tasks (available only from Task List - Working table) Export
Latest Published Version Tab	Version Name Published Date-Time Published By Project Currency Raw Cost Variance ITD Burdened Cost Variance ITD Actual Raw Cost ITD Actual Burdened Cost ITD The Task List - Latest Published and Resources List - Latest Published tables enable you to complete the following actions: Print Update Mass Progress (available only from Task List - Latest Published table) Export
Baselined and Historical Versions Tab	Version Name Published Date-Time Published By Project Currency Raw Cost Variance ITD Burdened Cost Variance ITD Actual Raw Cost ITD Actual Burdened Cost ITD The Task List - Working, Resources List - Working, and Other Versions tables enable you to complete the following actions: Print Export

Oracle Projects Extensions for Oracle Endeca Product Configuration

Once you have completed installation and common configurations as described in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.3 document (Doc ID: 1539016.1), you must complete the Oracle Projects Extensions for Oracle Endeca product configuration setup

See: Setting Up Oracle Projects Extensions for Oracle Endeca Integration

Setting up Oracle Projects Extensions for Oracle Endeca Integration

To set up Oracle Projects Extensions for Oracle Endeca integration, complete the following steps:

Enable JSP compilation post installation.

Note: If this is not done, then the integration between Oracle Projects Extensions for Oracle Endeca pages and the Oracle Applications framework pages will not work as expected.

See: How to Enable Automatic Compilation of JSP pages in R12 Environment Document ID: 458338.1.
Grant the Projects Endeca Access Role (UMX|PJT_ENDECA_ACCESS_ROLE) to the predefined Projects responsibility Project Super User (FND_RESP|PA|PA_PRM_PROJ_SU|STANDARD). You can also grant the Projects Endeca Access Role to any custom Oracle Projects responsibility. You can access the Oracle Projects Extensions for Oracle Endeca pages once you add the predefined role Projects Endeca Access Role to the Project Super User Responsibility responsibility (PA_PRM_PROJ_SU).

See: Oracle E-Business Suite System Administrator's Guide - Security for more information on how to assign roles.
Run the Populate Endeca and Projects Integration Security concurrent program.

See: Populating Endeca and Projects Integration Security
Optionally, run the Summarization processes.

Note: You need to run this process only if the cost numbers do not match the amounts on the Workplan page.

See: Performance and Exceptions Reporting Programs, Oracle Projects Fundamentals for more details.
Schedule the set up for Full Endeca Refresh.

See: Setting Up Scheduler to Load Full Graphs
Schedule the set up for Incremental Endeca Refresh.

See: Setting Up the Scheduler to Load Incremental Graphs

Populating Endeca and Projects Integration Security

Use the Populate Endeca and Projects Integration Security concurrent program, available under the Projects Super User responsibility, to synchronize the available Endeca metadata. Run this concurrent program only from the Projects Super User responsibility after you install Endeca for the first time. After that, ensure you run this concurrent program whenever you create a new project or whenever you add a new member to a project to display that project in the Endeca Search Page.

Program Name: Populate Endeca and Projects Integration Security
Executable: PA_ENDECA_FILTER
Method: PL/SQL
Stored Procedure Execution file name: PAENDECAPS.pls and PAENDECAPB.pls
Package Name:PA_ENDECA_INTEGRATION

You run this concurrent process from the Submit Requests window.

To run the Populate Endeca and Projects Integration Security process

Select Populate Endeca and Projects Integration Security in the Name field.
Click Submit.

Setting Up the Scheduler to Load Full Graphs

You run the Full Load graph regularly to ensure that delete records are purged from the Endeca MDEX Server. It is recommended that you run the Full Load graph at least once as week. You can run it more frequently if required.

To set up the scheduler

Login to Integrator server using your Clover login.
Click the Scheduling tab.
Select the New Schedule link.
Enter a Description for the scheduler, for example, Projects Full Load Scheduler.
Select Periodic as the Type.
Select by interval as the Periodicity.
Enter a start date and time in the Not active before date/time field.
Enter an end date and time in the Not active after date/time field.
Enter a value in the Interval (minutes) field.
Ensure you select the Fire misfired event as soon as possible check box.
Select Execute graph from the Task Type list.
Select prj-pjt from the Sandbox list.
Select graph/Full.grf from the Graph list.
Click Create to set the scheduler.

Setting Up the Scheduler to Load Incremental Graphs

You set up the Scheduler to load incremental graphs depending on when you update project information. For example, if you update project information frequently, you might choose to set the scheduler to load the incremental graph once in every 3 hours, or, if you do not update project information too frequently, you can set the scheduler to run once in a day.

To set up the scheduler

Login to Integrator server using your Clover login.
Click the Scheduling tab.
Select the New Schedule link.
Enter a Description for the scheduler, for example, Projects Incremental Load Scheduler.
Select Periodic as the Type.
Select by interval as the Periodicity.
Enter a start date and time in the Not active before date/time field.
Enter an end date and time in the Not active after date/time field.
Enter a value in the Interval (minutes) field.
Ensure you select the Fire misfired event as soon as possible check box.
Select Start a graph from the Task Type list.
Select prj-pjt from the Sandbox list.
Select graph/Incremental.grf from the Graph list.
Click Create to set the scheduler.

Views and Joins to Load and Display Oracle Projects Extensions for Oracle Endeca Data

The following views are used by the ETL layer in Endeca to load and display Oracle Projects Extensions for Oracle Endeca data to the Endeca data store:

PA_ENDECA_WORKPLAN_STRUCTURES - Displays data at structural level for all structure versions under a project.
PA_ENDECA_WORKPLAN_VIEW - Denormalized view at the granular level of a task version. Includes info about project/structure and tasks. This is only for Structures (CWV,LPV and Baselined).
PA_ENDECA_WORKPLAN_ASGN_VIEW - Denormalized View at the granular level of a resource assignment including information about assignments. This is only for Structures (CWV,LPV and Baselined).