Oracle Project Management provides project managers the visibility and control to deliver projects successfully, improve profitability, and operate more efficiently. Oracle Project Management empowers project managers to plan work, assign resources, forecast to completion, and communicate to stakeholders, while streamlining the collaborative execution of project work.
The following sections describe the flows in Oracle Project Management advanced pack.
This flow covers the creation of following setups:
Planning Resource List with Resource Formats and Planning Resources
Resource Breakdown Structure
Control Item Type
Deliverable Type
Rate Schedules for Employee, Job, Nonlabor Resources
Labor Costing Overrides
Project Type
Project Template with Team members, Structures, Billing Accounts, Setups of Workplan and Financial Plans
Work Breakdown Structure and resource assignments
Financial Plan Types Assignment to Project Template
This section provides information on prerequisites, profile options, and data setups required to execute the Project Management Setup flow.
PJT__Project_Setups
The following are the prerequisites for executing this flow:
Rate schedule RC_Cost1 with resource class having all four resource classes as per the table below:
Resource Class | Rate |
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People | 10 |
Equipment | 20 |
Material Items | 1 |
Financial Element | 1 |
Rate schedule RC_Rev1 with resource class having all four resource classes as per the table below:
Resource Class | Rate | Markup Percent |
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People | 30 | 0 |
Equipment | 60 | 0 |
Material Items | 0 | 30 |
Financial Element | 0 | 10 |
Not applicable.
The following predefined data must be used:
Window Name | Field Name | Field Value |
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User | User Name | services |
Password | welcome | |
Responsibilities | Responsibility Name | Projects SU, Vision Services (USA) Projects, Vision Services (USA) General Ledger, Vision Services (USA) Human Resources, Vision Enterprises Receivables, Vision Services (USA) |
The following data must be set up:
Page Name | Field Name | Field Value | Comments | ||||||||
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Planning Resource List | Job Group | Vision Corporation | Job flexfield and Business Group is Vision Corporation. | ||||||||
Planning Resource List | Employee Name | Marlin, Ms. Amy | Employee exists in Human Resources with active assignment. | ||||||||
Planning Resource List | Employee Name | Heather, Ms. Emily | Employee exists in Human Resources with active assignment. | ||||||||
Planning Resource List | Non Labor Resource-Organization | Crane - Services-East | Crane is a nonlabor resource with the following setup details:
Services-East organization is created with the following setup details
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Planning Resource List | Item - Organization | CM23987 - Vision Svcs 1 |
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Planning Resource List | Expenditure Type | Airfare |
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Planning Resource List | Financial Elements | Financial Elements |
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Control Item Type | Status List | BF Status List | Create a status list named BF with these statuses:
BF-Submitted user status should have ‘Allow rework on control items’ and ‘Allow control item’ actions selected. BF Approved user status should have ‘Allow control item impact implementation’ and ‘Allow cancellation of control items’ selected. |
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Billing Accounts | Customer Name | Hilman and Associates | Customer should be created in Accounts Receivables module with address as: 1200 West 129th Street TULSA, OK 74126, with Bill To and Ship To purpose | ||||||||
Billing Accounts | Contact | Lewis, Betty | Contact for the customer Hilman and Associates with a job title should be created. | ||||||||
Create Tasks | Task Type | DSN-PE-Effort | DSN-PE-Effort task type should have these values:
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DSN-PE-Cost | DSN-PE-Cost task type should have these values:
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DSN-PE-Deliverable | DSN-PE-Deliverable task type should have these values:
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DSN-PE-WQ | DSN-PE-WQ task type should have these values:
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Budgeting and Forecasting | Plan Type | Approved Budget | Approved Budget plan type should have these values: Setup Options:
Conversion Attributes: Project Functional Currency:
Project Currency:
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Budgeting and Forecasting | Plan Type | Primary Forecast | Primary Forecast Plan type should have these values: Setup Options:
Conversion Attributes: Project Functional Currency:
Project Currency:
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Budgeting and Forecasting | Plan Type | Cost Rate Type- DHI Corporate | Conversion Rate Type - DHI Corporate should be available. Daily Rates for different currencies should be maintained. |
Window Name | Field Name | Field Value | Comments |
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Rate Schedule | Oraganization | Vision Services | Organization type for the organization should be Division, and the classifications Operating Unit and Project Task Owning Organization should be attached. |
Rate Schedule | Job | CON600.Consultant | Active job should be created under Vision Corporation job group. |
Rate Schedule | Expenditure Type | Shopfloor | Expenditure type Shopfloor with Expenditure category - Labor Revenue category - Labor UOM - Hours Rate Required - No Expenditure Type Class - Straight Time and Usages |
Project Type | Service Type | Administration | Service Type Lookup should have a record with code Administration. |
Project Type | Work Type | Commercial Customer-billable | Work Type Commercial Customer-billable with Billable or Capitalizable - Yes Transfer Price Amount Type - Cost Transfer |
Project Type | Resource List | Expenditure Category | Expenditure Category resource list with:
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Team Member | Role | Project Manager | Project Manager Role should be created All Available controls should be assigned |
This flow covers the creation of a project from a template created in Project Management Setup flow. This flow includes the following:
Verify resource assignments and publish the workplan
Incur actuals by creating expenditure batches and distributing the expenditure batches
Summarize actual data
Verify, update, and submit progress in Update Progress page and Mass Update Progress page
Apply latest progress to current working version of the workplan and verify costs and efforts in the Update Tasks page
Verify workplan cost in Task Summary, Resource Summary and Resource Analysis pages
This section provides information on prerequisites, profile options, and data setups required to execute the Workplan Planning to Project Execution Fully Shared flow.
PJT_Workplan_Plan_To_Execution_FSVE
The following are the prerequisites for executing this flow:
The Project Management Setup flow is executed.
Excel verification data sheet attached to this flow has the resource breakdown structure (RBS) name as 1PJTAF_RBS. Before executing this flow, the RBS name should be replaced with the value, which you provide as a reusable parameter for the Project Management Setup Flow.
Not applicable.
The following predefined data must be used:
Window Name | Field Name | Field Value |
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User | User Name | services |
Password | welcome | |
Responsibilities | Responsibility Name | Projects SU, Vision Services (USA) Projects, Vision Services (USA) |
The following data must be set up:
Page Name | Field Name | Field Value | Comments |
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Pre-Approved Batch | Expenditure Type | Professional | Expenditure category - Labor Revenue category - Labor UOM - Hours Rate Required - No Expenditure Type Class - Straight Time |
Pre-Approved Batch | Expenditure Type | Airfare | Expenditure category - Other Expenses Revenue category - Direct UOM - Currency Rate Required - No Expenditure Type Class - Miscellaneous Transaction |
This flow covers the creation of a project from a template created in the Project Management Setup flow. This flow includes the following:
Create a deliverable and assign it to a workplan task
Publish a workplan
Execute Procurement and Billing actions of the deliverable assigned to a workplan task
Enter progress for a deliverable and verify progress in workplan
This section provides information on prerequisites, profile options, and data setups required to execute the Deliverables Billing and Procurement Action Fully Shared flow.
PJT_Deliverable_Action_Exe_Prog_FSVE
The following is a prerequisite for executing this flow:
The Project Management Setup flow is executed.
Not applicable.
The following predefined data must be used:
Window Name | Field Name | Field Value |
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User | User Name | services |
Password | welcome | |
Responsibilities | Responsibility Name | Projects SU, Vision Services (USA) Projects, Vision Services (USA) Manufacturing and Distribution Manager, Vision Services (USA) Purchasing, Vision Services (USA) |
The following data must be set up:
Page Name | Field Name | Field Value | Comments |
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Deliverable Action | Receiving Location | Costa Mesa, CA | Location should be created in Oracle Manufacturing as follows:
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Adelaide |
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Window Name | Field Name | Field Value | Comments |
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Auto Create Documents (Find Requisition Lines) | Supplier | Allied Manufacturing | Supplier Allied Manufacturing with site as TORRANCE |
Receipt | Subinventory | Stores |
This flow includes the following:
Create a project from a template created in the Project Management Setup flow
Create a financial plan line manually for both cost and revenue
Create a change request for changing the impact on one of the financial lines, and approve the change request
Create a change order and include the change request in change order
Implement a change order into financial plan and verify
This section provides information on prerequisites, profile options, and data setups required to execute the Change Management to Financial Plan Implementation Fully Shared flow.
PJT_ChangeReq_Order_Imp_FSVE
The following is a prerequisite for executing this flow:
The Project Management Setup flow is executed.
Not applicable.
The following predefined data must be used:
Window Name | Field Name | Field Value |
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User | User Name | services |
Password | welcome | |
Responsibilities | Responsibility Name | Projects SU, Vision Services (USA) Projects, Vision Services (USA) Receivables, Vision Services (USA) |
The following data must be set up:
Page Name | Field Name | Field Value | Comments |
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Change Order | Control Item Type | BF-Change Order | BF-Change Order control item type should be present with the following data:
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Window Name | Field Name | Field Value |
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Agreement | Terms | 30 Net |
This flow covers the following:
Create a project from a template created in the Project Management Setup flow
Generate financial plan from workplan including the billing event
Manual budget line entry
Baseline budget
Verify financial cost and revenue in Task Summary, Resource Summary, Task Analysis, Resource Analysis and Periodic Analysis page
Incur actuals, generate revenue, and summarization
Generate and modify forecast
Verify forecast lines
This section provides information on prerequisites, profile options, and data setups required to execute the Budgeting and Forecasting Fully Shared flow.
PJT_Budget_And_Forecast_Generation_FSVE
The following are the prerequisites for executing this flow:
The Project Management Setup flow is executed.
• Excel verification data sheet attached to this flow has the resource breakdown structure (RBS) name as 1PJTAF_RBS. Before executing this flow the RBS name should be replaced with the value, which you provide as a reusable parameter for the Project Management Setup flow.
Not applicable.
The following predefined data must be used:
Window Name | Field Name | Field Value |
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User | User Name | services |
Password | welcome | |
Responsibilities | Responsibility Name | Projects SU, Vision Services (USA) Projects, Vision Services (USA) |
The following data must be set up:
Page Name | Field Name | Field Value | Comments |
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Pre-approved batch | Expenditure Type | Professional |
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This flow includes the following:
Create a project from a template created in the Project Management Setup flow
Modify partially shared structures
Set top tasks as financial tasks
Enter notional actuals for assignments through Collaborative Progress Entry for tasks having Physical Percent Complete Methods, such as Cost, Effort, and Work Quantity
Override system generated Physical Percent Complete and Progress submission by Task Manager
Verify Rollup Physical Percent Complete at task and version levels
This section provides information on prerequisites, profile options, and data setups required to execute the Workplan Planning to Progress Partially Shared flow.
PJT_Plan_To_Progress_PSVE
The following is a prerequisite for executing this flow:
The Project Management Setup flow is executed.
Not applicable.
The following predefined data must be used:
Window Name | Field Name | Field Value |
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User | User Name | services or eheather |
Password | welcome | |
Responsibilities | Responsibility Name | Projects SU, Vision Services (USA) Team Member, Vision Services (USA) |
The following data must be set up:
Page Name | Field Name | Field Value | Comments |
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Task Details | Unit of Measure | Square Feet | Projects Lookups - UNIT Code - SF Meaning - Square Feet Description: Square Feet Tag - N Effective Dates From - 01-JAN-2005 Enabled - Yes |
Task Details | Work Item | Concrete Finishing | Projects Lookups - PA_WQ_WORK_ITEMS Code - CONC FINISH Meaning - Concrete Finishing Description - Concrete Finishing Tag - N Effective Dates From - 01-JAN-2003 Enabled - Yes |
This flow is related to progress rollup from project to program, and program to program. The following are created in the flow:
Employee Rate Schedule
Job Rate Schedule
Nonlabor Rate Schedule
Labor Costing Override
Burden Structure
Burden Schedule
Planning Resource List
Resource Breakdown Structure
Project Template
Program Template
Project and Program creation
This flow associates a Fully Shared Version Enabled (FSVE) project to a FSVE program and then FSVE program to Non-Shared: No Mapping Version Enabled (SPVE) program as a link project. Actual entry, budget creation, and forecast generation is linked at project and program levels. The flow verifies progress rollup to program from linked project. This flow also verifies performance overview at Project and Program level for resource and task summary.
This section provides information on prerequisites, profile options, and data setups required to execute the Program Management Between Split Mapped and Fully Shared flow.
PJT_Program_Management_Setups
PJT_Program_Plan_To_Actual_To_Reporting
The following are the prerequisites for executing this flow:
Use the same index for both flows.
Rate schedule RC_Cost1 with resource class having all four resource classes as per the table below:
Resource Class | Rate |
---|---|
People | 10 |
Equipment | 20 |
Material Items | 1 |
Financial Element | 1 |
Rate schedule RC_Rev1 with resource class having all four resource classes as per the table below:
Resource Class | Rate | Markup Percent |
---|---|---|
People | 30 | 0 |
Equipment | 60 | 0 |
Material Items | 0 | 30 |
Financial Element | 0 | 10 |
Not applicable.
The following predefined data must be used:
Window Name | Field Name | Field Value |
---|---|---|
User | User Name | services |
Password | welcome | |
Responsibilities | Responsibility Name | Projects SU, Vision Services (USA) Projects, Vision Services (USA) |
The following data must be set up:
Page Name | Field Name | Field Value | Comments |
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Planning Resource List | Job Group | Vision Corporation | Job flexfield and Business Group is Vision Corporation. |
Planning Resource List | Job Name | CON600.Consultant | Active Job to be created under Vision Corporation job group |
Team Member | Employee Name | Marlin, Ms. Amy | Employee exists in Human Resources with active assignment. |
Planning Resource List | Employee Name | Heather, Ms. Emily | Employee exists in Human Resources with active assignment. |
Financial Plan | Non Labor Resource - Organization | Crane - Services-East | Crane is a nonlabor resource with the following setup details:
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Financial Plan | Non Labor Resource - Organization | Personal | Personal is a nonlabor resource with the following setup details:
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Financial Plan | Expenditure Type | Shop floor |
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Project Template | Organization or Operating Unit | Vision Services | Organization type for the organization should be Division and the classifications Operating Unit and Project Task Owning Organization should be attached. |
Project Template | Project Type | Cost Plus |
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Team Member | Role | Project Manager |
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Billing Accounts | Customer | Hilman and Associates | Customer should be created in Oracle Accounts Receivables module with address as: 1200 West 129th Street TULSA, OK 74126 Add Bill To and Ship To purpose |
Billing Accounts | Customer Name | Hilman and Associates | Customer should be created in Accounts Receivables module with address as: 1200 West 129th Street TULSA, OK 74126, with Bill To and Ship To purpose |
Billing Accounts | Contact Name | Gasper, Danielle | Gasper, Danielle should be added as a contact detail to Customer Hilman and Associates. |
Classification | Class Category | Product | |
Classification | Class Code | Product1 | |
Work Breakdown Structure | Task Type | DSN-PE-Effort | DSN-PE-Effort task type should have these values:
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DSN-PE-Cost | DSN-PE-Cost task type should have these values:
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DSN-PE-WQ | DSN-PE-WQ task type should have these values:
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Work Breakdown Structure | Work Type | Test plan | |
Work Plan Setting | Cost Rate Type Name | DHI-Corporate | Conversion Rate Type - DHI Corporate should be available Daily Rates for different currencies should be maintained |
Financial Plan | Plan Type | Approved Budget | Approved Budget plan type should have these values: Setup Options:
Conversion Attributes: Project Functional Currency:
Project Currency:
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Financial Plan | Plan Type | Primary Forecast | Primary Forecast Plan type should have these values: Setup Options:
Conversion Attributes: Project Functional Currency:
Project Currency:
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Window Name | Field Name | Field Value | Comments |
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Burden Structure | Expenditure Type | Computers, Hotel, Meals, Outside Processing, Other Trades, Professional, Shopfloor | |
Burden Structure | Burden Cost Base | Expense, Labor, Material | Cost base has base type as Burden |
Burden Structure | Burden Cost Code | G & A Fee, Material Overhead |
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Burden Structure | Burden Cost Base | Expense, Labor, Material | Cost base has base type as Burden |
Rate Schedule | Expenditure Type | Airfare |
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Rate Schedule | Organization or Operating Unit | Vision Services | Organization type - Division Classifications to be attached are Operating Unit and Project Task Owning Organization |
Pre Approved Batch | Organization | Service East | Services-East organization should be created with:
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Pre Approved Batch | Expenditure Type | Professional |
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Shop floor |
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Computers |
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Agreement | Term | 30 Net |