Oracle Project Management Flows

Overview

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.

Project Management Setup Flow

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

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Project Management Setup flow.

Technical Name

PJT__Project_Setups

Prerequisites

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

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

Profile Options

Not applicable.

Predefined Data

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) General Ledger, Vision Services (USA) Human Resources, Vision Enterprises Receivables, Vision Services (USA)

Setup Data

The following data must be set up:

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:

Expenditure type - Shop floor
Equipment resource class - selected
Services-East Organization assigned

Services-East organization is created with the following setup details

Organization Type - Department
Classifications - Project Expenditure or Event
Organization - Project Task Owning Organization

Planning Resource List

Item - Organization

CM23987 - Vision Svcs 1

ItemCM23987 is available with Item Cost as 500 for the cost type AvgRates, and organization assignment is Vision Svcs 1 organization
UOM as @Each
Vision Svcs 1 organization with Organization Type for the organization as Department, and the classifications as Inventory Organization, MRP Organization, Project Expenditure/Event Organization, Project Task Owning Organization, Project Manufacturing Organization, or WIP Organization.

Planning Resource List

Expenditure Type

Airfare

Expenditure Type as Air Fare
UOM - Currency
Rate Required - No
Expenditure Type Class - Expense Reports, Supplier Invoices

Planning Resource List

Financial Elements

Spread Curve - Even
Forecast ETC Method - Remaining Plan

Control Item Type

Status List

BF Status List

Create a status list named BF with these statuses:

System Status
Draf	Draft
Submitted	BF-Submitted
Approved	BF-Approved

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.

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:

Progress Entry Required - Yes
Initial progress Status - On Track
Physical Percent Complete derivation method - Effort
Enable Measurement Collection - No
Enable Actual and ETC collection - Yes

DSN-PE-Cost

DSN-PE-Cost task type should have these values:

Progress Entry Required - Yes
Initial progress Status - On Track
Physical Percent Complete derivation method - Cost
Enable Measurement Collection - No
Enable Actual and ETC collection - Yes

DSN-PE-Deliverable

DSN-PE-Deliverable task type should have these values:

Progress Entry Required - Yes
Initial progress Status - On Track
Physical Percent Complete derivation method - Deliverables
Enable Measurement Collection - No
Enable Actual and ETC collection - Yes

DSN-PE-WQ

DSN-PE-WQ task type should have these values:

Progress Entry Required - Yes
Initial progress Status - On Track
Enable Work Quantity - Yes
Work Item - Test Plan
Unit of Measure - Cases
Actual Work Quantity Entry Method - Actual Work Quantity to Date
Enable Measurement Collection - Yes
Physical Percent Complete derivation method - Work Quantity
Enable Actual and ETC collection - Yes

Budgeting and Forecasting

Plan Type

Approved Budget

Approved Budget plan type should have these values:
Setup Options:

Approve Cost Budget - Yes
Approved Revenue Budget - Yes
Allow Edit after Initial Baseline - Yes

Conversion Attributes:
Project Functional Currency:

Cost Rate Type - DHI Corporate
Cost Rate Date Type - Start date of plan period
Revenue Rate Type - DHI Corporate
Revenue Rate Date Type - Start date of plan period

Project Currency:

Cost Rate Type - DHI Corporate
Cost Rate Date Type - Start date of plan period
Revenue Rate Type - DHI Corporate
Revenue Rate Date Type - Start date of plan period

Budgeting and Forecasting

Plan Type

Primary Forecast

Primary Forecast Plan type should have these values:
Setup Options:

Primary Cost Forecast - Yes
Primary Revenue Forecast - Yes

Conversion Attributes:
Project Functional Currency:

Cost Rate Type - DHI Corporate
Cost Rate Date Type - Start date of plan period
Revenue Rate Type - DHI Corporate
Revenue Rate Date Type - Start date of plan period

Project Currency:

Cost Rate Type - DHI Corporate
Cost Rate Date Type - Start date of plan period
Revenue Rate Type - DHI Corporate
Revenue Rate Date Type - Start date of plan period

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
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: Job Group - Vision Corporation Group Resource by - None Resource Type - Expenditure category Resource - Labor
Team Member	Role	Project Manager	Project Manager Role should be created All Available controls should be assigned

Workplan Planning to Project Execution Fully Shared Flow

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

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Workplan Planning to Project Execution Fully Shared flow.

Technical Name

PJT_Workplan_Plan_To_Execution_FSVE

Prerequisites

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.

Profile Options

Not applicable.

Predefined Data

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)

Setup Data

The following data must be set up:

Page Name	Field Name	Field Value	Comments
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

Deliverables Billing and Procurement Action Fully Shared Flow

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

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Deliverables Billing and Procurement Action Fully Shared flow.

Technical Name

PJT_Deliverable_Action_Exe_Prog_FSVE

Prerequisites

The following is a prerequisite for executing this flow:

The Project Management Setup flow is executed.

Profile Options

Not applicable.

Predefined Data

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) Manufacturing and Distribution Manager, Vision Services (USA) Purchasing, Vision Services (USA)

Setup Data

The following data must be set up:

Page Name	Field Name	Field Value	Comments
Deliverable Action	Receiving Location	Costa Mesa, CA	Location should be created in Oracle Manufacturing as follows: Scope - Global Shipping Details tab-Ship to Location - Costa Mesa, CA Ship to Site - Yes Receiving Site - Yes Office Site - Yes Bill to Site - Yes Internal Site - Yes Inventory Organization- VS1-Vision Svcs 1
		Adelaide	Scope - Global Shipping Details tab-Ship to Location - Costa Mesa, CA Ship to Site - Yes Receiving Site - Yes Office Site - Yes Bill to Site - Yes Internal Site - Yes

Window Name	Field Name	Field Value	Comments
Auto Create Documents (Find Requisition Lines)	Supplier	Allied Manufacturing	Supplier Allied Manufacturing with site as TORRANCE
Receipt	Subinventory	Stores

Change Management to Financial Plan Implementation Fully Shared Flow

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

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Change Management to Financial Plan Implementation Fully Shared flow.

Technical Name

PJT_ChangeReq_Order_Imp_FSVE

Prerequisites

The following is a prerequisite for executing this flow:

The Project Management Setup flow is executed.

Profile Options

Not applicable.

Predefined Data

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) Receivables, Vision Services (USA)

Setup Data

The following data must be set up:

Page Name	Field Name	Field Value	Comments
Change Order	Control Item Type	BF-Change Order	BF-Change Order control item type should be present with the following data: Status of the list - BF Status List Selected Impacts as Workplan, Supplier, Staffing, Other, Financial Budget Update Method - Edit Budget lines Revenue - Yes Cost - Yes This control item type should be assigned to Financial Plan Type - Approved Budget

Window Name	Field Name	Field Value
Agreement	Terms	30 Net

Budgeting and Forecasting Fully Shared Flow

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

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Budgeting and Forecasting Fully Shared flow.

Technical Name

PJT_Budget_And_Forecast_Generation_FSVE

Prerequisites

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.

Profile Options

Not applicable.

Predefined Data

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)

Setup Data

The following data must be set up:

Page Name	Field Name	Field Value	Comments
Pre-approved batch	Expenditure Type	Professional	Expenditure category - Labor Revenue category - Labor UOM - Hours Rate Required - No Expenditure Type Class - Straight Time

Workplan Planning to Progress Partially Shared Flow

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

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Workplan Planning to Progress Partially Shared flow.

Technical Name

PJT_Plan_To_Progress_PSVE

Prerequisites

The following is a prerequisite for executing this flow:

The Project Management Setup flow is executed.

Profile Options

Not applicable.

Predefined Data

The following predefined data must be used:

Window Name	Field Name	Field Value
User	User Name	services or eheather
	Password	welcome
Responsibilities	Responsibility Name	Projects SU, Vision Services (USA) Team Member, Vision Services (USA)

Setup Data

The following data must be set up:

Page Name	Field Name	Field Value	Comments
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

Program Management Between Split Mapped and Fully Shared Flow

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.

Attributes

This section provides information on prerequisites, profile options, and data setups required to execute the Program Management Between Split Mapped and Fully Shared flow.

Technical Name

PJT_Program_Management_Setups

PJT_Program_Plan_To_Actual_To_Reporting

Prerequisites

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

Profile Options

Not applicable.

Predefined Data

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)

Setup Data

The following data must be set up:

Page Name	Field Name	Field Value	Comments
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: Expenditure type - Shop floor Equipment resource class - selected Services-East Organization assigned
Financial Plan	Non Labor Resource - Organization	Personal	Personal is a nonlabor resource with the following setup details: Expenditure type - Computers Equipment resource class - selected Services-East Organization assigned
Financial Plan	Expenditure Type	Shop floor	Expenditure Type as Shop floor UOM - Hours Rate Required - Yes Expenditure Type Class - Usages
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	Project Type Cost Plus has Type class as Contract Burdened Enabled Resource List is Expenditure Category Funding Level is Both Billing Job Group is Vision Corporation Labor Invoice formats is Employee Nonlabor invoice formats is Expenditure Type Default Distribution rule is Work/Work
Team Member	Role	Project Manager	Project Manager Role should be created All Available controls should be assigned
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: Progress Entry Required - Yes Initial progress Status - On Track Physical Percent Complete derivation method - Effort Enable Measurement Collection - No Enable Actual and ETC collection - Yes
		DSN-PE-Cost	DSN-PE-Cost task type should have these values: Progress Entry Required - Yes Initial progress Status - On Track Physical Percent Complete derivation method - Cost Enable Measurement Collection - No Enable Actual and ETC collection - Yes
		DSN-PE-WQ	DSN-PE-WQ task type should have these values: Progress Entry Required - Yes Initial progress Status - On Track Enable Work Quantity - Yes Work Item - Test Plan Unit of Measure - Cases Actual Work Quantity Entry Method - Actual Work Quantity to Date Enable Measurement Collection - Yes Physical Percent Complete derivation method - Work Quantity Enable Actual and ETC collection - Yes
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: Approve Cost Budget - Yes Approved Revenue Budget - Yes Allow Edit after Initial Baseline - Yes Conversion Attributes: Project Functional Currency: Cost Rate Type - DHI Corporate Cost Rate Date Type - Start date of plan period Revenue Rate Type - DHI Corporate Revenue Rate Date Type - Start date of plan period Project Currency: Cost Rate Type - DHI Corporate Cost Rate Date Type - Start date of plan period Revenue Rate Type - DHI Corporate Revenue Rate Date Type - Start date of plan period
Financial Plan	Plan Type	Primary Forecast	Primary Forecast Plan type should have these values: Setup Options: Primary Cost Forecast - Yes Primary Revenue Forecast - Yes Conversion Attributes: Project Functional Currency: Cost Rate Type - DHI Corporate Cost Rate Date Type - Start date of plan period Revenue Rate Type - DHI Corporate Revenue Rate Date Type - Start date of plan period Project Currency: Cost Rate Type - DHI Corporate Cost Rate Date Type - Start date of plan period Revenue Rate Type - DHI Corporate Revenue Rate Date Type - Start date of plan period

Window Name	Field Name	Field Value	Comments
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	Cost Code G & A Expenditure Type G & A Cost Code Fee with exp type Fee Material with exp type Material Overhead with exp type Overhead
Burden Structure	Burden Cost Base	Expense, Labor, Material	Cost base has base type as Burden
Rate Schedule	Expenditure Type	Airfare	Expenditure type Air Fare UOM - Currency Rate Required - No Exp Type class - Supplier Invoice
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: Organization type - Department Classifications to be attached are Project Expenditure, Event Organization, or Project Task Owning Organization
Pre Approved Batch	Expenditure Type	Professional	Professional expenditure type - Expenditure Revenue category - Labor UOM - Hours Expenditure type class - Straight Time
		Shop floor	Shop floor expenditure type - Expenditure Revenue category - Labor UOM - Hours Expenditure type class - Straight Time and Usages
		Computers	Computers expenditure type - Expenditure category - Chargebacks Revenue category - Other UOM - Hours Expenditure type class - Usages Rate enabled with Vision Services Operating unit and Rate - 30
Agreement	Term	30 Net