All of the windows listed in the table are accessible when you use the
Project Billing responsibility. All of the windows except those that apply
only to project billing are accessible when you use the Project Costing
responsibility. The navigation paths listed below assume you are using
the Project Billing or Project Costing responsibility.
|
Adjust Invoice
\ Navigate Billing Invoice Adjust |
Invoice Line Details window
See: Adjusting Project Invoices
Navigator: Billing > Invoice Review. Find the invoice you want to adjust.
Choose the Invoice, Invoice Lines, and Details buttons to open the Invoice
Line Details window. |
Adjust Project Expenditures
\ Navigate Project Adjust |
Invoice Line Details window
See: Adjusting Expenditure Items
Navigator: Expenditures > Expenditure Inquiry. Find the expenditures
you want to adjust. In the Expenditure Items window, choose the item(s)
you want to adjust. Choose an option from the Special menu to specify how
you want to adjust the expenditure item(s). Choose Run to select the Project
Streamline Request process for the adjustment. |
Assign Descriptive Security Rules
\ Navigate Implement Financials Flexfields Descriptive Security Assign |
Assign Security Rules window
See: Assigning Security Rules (Oracle Applications Flexfields Guide)
Navigator: Setup > Flexfields > Descriptive > Security > Assign. Enable
Descriptive Flexfield, enter search criteria, and choose Find. |
Assign Employees
\ Navigate Implement Financials Personnel Employees Assign |
Person Information window
See: Employee and Employee Assignments
Navigator: Setup > Human Resources > Employees. Find the employee you
want to assign a job. Choose More. Select Assignment. |
Assign Function Parameters
\ Navigate Implement Financials Flexfields FlexBuilder Assign |
FlexBuilder is replaced by the Account Generator in Oracle
Workflow.
See: Overview of Account Generator (Oracle Applications Flexfields
Guide) |
Assign Rules
\ Navigate Implement System AutoAccounting Assign |
Assign AutoAccounting Rules window
See: Assigning Rules to Transactions
Navigator: Setup > AutoAccounting > Assign Rules |
Assign Security Rules
\ Navigate Implement Financials Flexfields Validation Security Assign |
Assign Security Rules window
See: Assigning Security Rules (Oracle Applications Flexfields Guide)
Navigator: Setup > Flexfields > Validation > Security > Assign. Enable
Value Set, enter search criteria, and choose the Find button. |
Authorize Distribution
\ Navigate Project Authorize |
Controlling Billing by Top Task window
Navigator: Billing > Control Billing by Top Task |
Billing Extensions
\ Navigate Implement Billing Extensions |
Billing Extensions window
Navigator: Setup > Billing > Extensions |
Configure Revenue Authorization Rules
\ Navigate Implement Billing Revenue |
Project Types window
Navigator: Setup > Projects > Project Types. Enter or find the project
type for which you want to enter distribution rules. Select Distribution
Rules from the options. |
Copy Pre-Approved Timecards
\ Navigate Expend Pre-Approved Copy |
Copy From Expenditure Batch window
Navigator: Expenditures > Pre-Approved Batches > Enter. Enter new batch
information and save. Choose Copy From. |
Copy Projects
\ Navigate Project Other Copy |
Projects window. See: Project Entry
Navigator: Projects. Find project or template you want to copy. Choose
Copy To. Enter Quick Entry fields. Choose OK. |
Define Agreement Types
\ Navigate Implement Agreement |
Agreement Types window
Navigator: Setup > Billing > Agreement Types |
Define Bill Rate Schedules
\ Navigate Implement Expend Labor BillRates |
Bill Rate Schedules window
Navigator: Setup > Billing > Bill Rate Schedules |
Define Bill Rate Schedules
\ Navigate Implement Expend Non-Labor BillRates |
Bill Rate Schedules window
Navigator: Setup > Billing > Bill Rate Schedules |
Define Burden Cost Codes
\ Navigate Implement Burden Codes |
Burden Cost Codes window
Navigator: Setup > Costing > Burden > Cost Codes |
Define Burden Cost Multipliers
\ Navigate Implement Expend Burden Multipliers |
Burden Schedules window
Navigator: Setup > Costing > Burden > Schedules |
Define Burden Schedules
\ Navigate Implement Burden Schedules |
Burden Schedules window
Navigator: Setup > Costing > Burden > Schedules |
Define Burden Structures
\ Navigate Implement Burden Structures |
Burden Structures window
Navigator: Setup > Costing > Burden > Structures |
Define Class Codes
\ Navigate Implement Project Classes |
Class Categories and Codes window
See: Project Classifications (Class Categories and Class Codes)
Navigator: Setup > Projects > Classifications |
Define Compensation Rules
\ Navigate Implement Expend Labor Rules |
Compensation Rules window
Navigator: Setup > Costing > Labor > Compensation Rules |
Define Contact Types
\ Navigate Implement Project Customers Contacts |
Contact Types window
Navigator: Setup > Projects > Customers > Contact Types |
Define Cost Bases
\ Navigate Implement Burden Bases |
Cost Bases window
See: Cost Bases and Cost Base Amount Types
Navigator: Setup > Costing > Burden > Bases |
Define Credit Types
\ Navigate Implement Project Credit |
Credit Types window
Navigator: Setup > Billing > Credit Types |
Define Cross-Validation Rule
\ Navigate Implement Financials Flexfields Key Rules |
Cross-Validation Rules window
Navigator: Setup > Flexfields > Key > Rules |
Define Descriptive Flexfield Segments
\ Navigate Implement Financials Flexfields Descriptive Segments |
Descriptive Flexfield Segments window
See: Descriptive Flexfields
Navigator: Setup > Flexfields > Descriptive > Segments |
Define Descriptive Security Rule
\ Navigate Implement Financials Flexfields Descriptive Security Define |
Define Security Rules window
See: Defining Security Rules (Oracle Applications Flexfields Guide)
Navigator: Setup > Flexfields > Validation > Security > Define. Enable
Key Flexfield, enter search criteria, and choose Find. |
Define Descriptive Segment Values
\ Navigate Implement Financials Flexfields Descriptive Values |
Descriptive Flexfield Values window
See: Descriptive Flexfields
Navigator: Setup > Flexfields > Descriptive > Values |
Define Event Types
\ Navigate Implement Project Events |
Event Types window
Navigator: Setup > Billing > Event Types |
Define Expenditure Categories
\ Navigate Implement Expend Categories |
Expenditure Categories window
Navigator: Setup > Expenditures > Expenditure Categories |
Define Expenditure Cost Rates
\ Navigate Implement Expend Non-Labor Cost Rates |
Expenditure Types window
See: Defining Cost Rates for Expenditure Types
Navigator: Setup > Expenditures > Expenditure Types. Select the expenditure
type for which you want to enter a cost rate. Choose Cost Rates. |
Define Expenditure Types
\ Navigate Implement Expend Types |
Expenditure Types window
Navigator: Setup > Expenditures > Expenditure Types |
Define FlexBuilder Parameters
\ Navigate Implement Financials Flexfields FlexBuilder Parameters |
FlexBuilder is replaced by the Account Generator in Oracle
Workflow.
See: Overview of Account Generator (Oracle Applications Flexfields
Guide) |
Define Implementation Options
\ Navigate Implement System Options |
Implementation Options window
Navigator: Setup > System > Implementation Options |
Define Invoice Formats
\ Navigate Implement Billing Invoice |
Invoice Formats window
Navigator: Setup > Billing > Invoice Formats |
Define Jobs
\ Navigate Implement Financials Personnel Jobs |
Jobs window
Navigator: Setup > Human Resources > Jobs |
Define Key Flexfield Segment
\ Navigate Implement Financials Flexfields Key Segments |
Key Flexfield Segments window
See: Defining Security Rules (Oracle Applications Flexfields Guide)
Navigator: Setup > Flexfields > Key > Segments |
Define Key Segment Values
\ Navigate Implement Financials Flexfields Key Values |
Segment Values window
See: Segment Values Window (Oracle Applications Flexfields Guide)
Navigator: Setup > Flexfields > Key > Values |
Define Labor Cost Multipliers
\ Navigate Implement Expend Labor Multipliers |
Labor Cost Multipliers window
Navigator: Setup > Costing > Labor > Cost Multipliers |
Define Labor Cost Rates
\ Navigate Implement Expend Labor CostRates |
Employee Cost Rates window
Navigator: Setup > Costing > Labor > Employee Cost Rates |
Define Location
\ Navigate Implement Financials Personnel Location |
Location window
Navigator: Setup > Human Resources > Locations |
Define Lookup Sets
\ Navigate Implement System AutoAccounting Lookups |
AutoAccounting Lookup Sets window
See: Defining a Lookup Set
Navigator: Setup > AutoAccounting > Lookup Sets |
Define Non-Labor Resources
\ Navigate Implement Expend Non-Labor Resources |
Non-Labor Resources window
Navigator: Setup > Expenditures > Non-Labor Resources |
Define Organization Hierarchy
\ Navigate Implement Financials Personnel Organizations Hierarchy |
Organization Hierarchy window
Navigator: Setup > Human Resources > Organizations > Hierarchies |
Define Organizations
\ Navigate Implement Financials Personnel Organizations Define |
Organization window
Navigator: Setup > Human Resources > Organizations > Define |
Define Process Responsibility Types
\ Navigate Implement Run |
Obsolete in GUI
Note: Projects now uses the Standard Request Submission request groups
for report submission security, rather than Process Responsibility Type.
See: Obsolete Profile Options |
Define Project Accounting Periods
\ Navigate Implement System Periods |
Maintain PA Period Statuses window
See: Defining PA Periods
Navigator: Setup > System > PA Periods |
Define Project Customer Relationships
\ Navigate Implement Project Customers Relationships |
Project Customer Relationships window
Navigator: Setup > Projects > Customers > Relationships |
Define Project Role Types
\ Navigate Implement Project Roles |
Project Role Types window
Navigator: Setup > Projects > Role Types |
Define Project Types
\ Navigate Implement Project Types |
Project Types window
Navigator: Setup > Projects > Project Types |
Define Quickcodes
\ Navigate Implement Financials Personnel Quickcodes |
QuickCodes window
See: Adding QuickCode Values (Oracle Human Resources User's Guide)
Navigator: Setup > Human Resources > QuickCodes |
Define Revenue Categories
\ Navigate Implement Expend Revenue |
Revenue Categories window
Navigator: Setup > Expenditures > Revenue Categories |
Define Rules
\ Navigate Implement System AutoAccounting Rules |
AutoAccounting Rule window
Navigator: Setup > AutoAccounting > Rules |
Define Security Rule
\ Navigate Implement Financials Flexfields Security Define |
Define Security Rules window
See: Defining Security Rules (Oracle Applications Flexfields Guide)
Navigator: Setup > Flexfields > Validation > Security > Define. Enable
Value Set, enter search criteria, and choose Find. |
Define Segment Values
\ Navigate Implement Financials Flexfields Validation Values |
Segment Values window
See: Segment Values Window (Oracle Applications Flexfields Guide)
Navigator: Setup > Flexfields > Descriptive > Values |
Define Service Types
\ Navigate Implement Project Task |
Service Types window
Navigator: Setup > Projects > Service Types |
Define Statuses
\ Navigate Implement Project Statuses |
Project Statuses window
Navigator: Setup > Projects > Statuses |
Define Transaction Sources
\ Navigate Implement Transaction Sources |
Transaction Sources window
Navigator: Setup > Expenditures > Transaction Sources |
Define Units
\ Navigate Implement Expend Units |
Units window
Navigator: Setup > Expenditures > Units |
Define Usage Cost Rate Overrides
\ Navigate Implement Expend Non-Labor Overrides |
Non-Labor Resources window
See: Defining Usage Cost Rate Overrides
Navigator: Setup > Expenditures > Non-Labor Resources. Select the resource
for which you want to enter a cost rate override. Choose Cost Rates. |
Define Value Set
\ Navigate Implement Financials Flexfields Validation Sets |
Value Sets window
See: Value Sets (Oracle Applications Flexfields Guide)
Navigator: Setup > Flexfields > Validation > Sets |
Enter Agreements
\ Navigate Agreement Enter |
Agreement window
Navigator: Billing > Agreements |
Enter Budgets
\ Navigate Project Budget |
Budgets window
See: Budget Entry
Navigator: Budgets. Find project and budget type you want to enter.
Choose Find Draft. |
Enter Cost Distribution Overrides
\ Navigate Project Other Overrides |
Organization Overrides window
Navigator: Projects. Find the project for which you want to enter credit
receivers. Choose Open. Select Organization Overrides from the Project
Options. |
Enter Credit Receivers
\ Navigate Project Other Credit |
Credit Receivers window
Navigator: Projects. Find the project for which you want to enter credit
receivers. Choose Open. Expand Billing Information. Select Credit Receivers. |
Enter Employees
\ Navigate Implement Financials Personnel Enter |
Enter Person window
See: Integrating with Human Resources
Navigator: Setup > Human Resources > Employees |
Enter Events
\ Navigate Project Other Events |
Events windows
Navigator: Billing > Events |
Enter Expense Reports
\ Navigate Expend Online ExpenseReports Enter |
Note:
To enter expense reports that are not pre-approved, use Oracle Personal
Time and Expense.
See: Overview of Oracle Personal Time and Expense |
Enter Pre-Approved Expense Reports
\ Navigate Expend Pre-Approved ExpenseReports |
Expenditures window
Navigator: Expenditures > Pre-Approved Batches > Enter. Enter batch
number. Choose Expenditures. |
Enter Pre-Approved Timecards
\ Navigate Expend Pre-Approved Timecards |
Expenditures window
Navigator: Expenditures > Pre-Approved Batches > Enter. Enter batch
number. Choose Expenditures. |
Enter Pre-Approved Usages
\ Navigate Expend Pre-Approved Usages |
Expenditures window
Navigator: Expenditures > Pre-Approved Batches > Enter. Enter batch
number. Choose Expenditures. |
Enter Projects
\ Navigate Project Enter |
Projects window
Navigator: Projects. Find project or template you want to copy. Choose
Copy To. Enter Quick Entry fields. Choose OK. |
Enter Tasks
\ Navigate Project Tasks |
Tasks window
Navigator: Projects. Find the project or project template for which
you want to enter a task. Choose Open. Select Tasks from the project options. |
Enter Timecards
\ Navigate Expend Online Timecards Enter |
Note:
To enter timecards that are not pre-approved, use Oracle Personal Time
and Expense.
See: Overview of Oracle Personal Time and Expense |
FlexBuilder Test Screen
\ Navigate Implement Financials Flexfields FlexBuilder Test |
FlexBuilder is replaced by the Account Generator in Oracle
Workflow.
See: Overview of Account Generator (Oracle Applications Flexfields
Guide) |
Generate New Baseline
\ Navigate Agreement Baseline |
Budgets window
See: Baselining a Draft
Navigator: Budgets. Find the submitted draft that you want to baseline.
Choose Baseline. |
Release Invoice
\ Navigate Billing Invoice Release |
Invoice Line Details window
See: Releasing Invoices
Navigator: Billing > Invoice Review. Find the invoice you want to release.
Choose Release. |
Release Pre-Approved Expenditures
\ Navigate Expend Pre-Approved Release |
Expenditure Batches window
Navigator: Expenditures > Pre-Approved Batches > Enter. Select the
batch or batches you want to release. Choose Release. |
Review All Expense Reports
\ Navigate Expend Online ExpenseReports Review All |
Review Online Time and Expense window
Navigator: Expenditures > Online Expenditure Review > All |
Review All Timecards
\ Navigate Expend Online Timecards Review All |
Review Online Time and Expense window
Navigator: Expenditures > Online Expenditure Review > All |
Review Expense Reports
\ Navigate Expend Online ExpenseReports Review Supervisor |
Review Online Time and Expense window
Navigator: Expenditures > Online Expenditure Review > Supervisor |
Review Invoice
\ Navigate Billing Invoice Review |
Invoice Lines window
Navigator: Billing > Invoice Review. Find the invoice you want to review.
Choose Open. To view invoice lines, choose Invoice Lines. |
Review Revenue
\ Navigate Billing Revenue |
Revenue Review windows
See: Reviewing Revenue
Navigator: Billing > Revenue Review |
Review Timecards
\ Navigate Expend Online Timecards Review Supervisor |
Review Online Time and Expense window
Navigator: Expenditures > Online Expenditure Review > Supervisor |
Search Projects
\ Navigate Project Inquiry Search |
Find Projects window
See: Project Entry
Navigator: Projects. Enter search criteria. Choose Find. |
Submit Processes
\ Navigate Run Processes |
Submit Request window
Navigator: Other > Requests > Run. Find the Process you want to run.
Enter process parameters and choose Submit. |
Submit Project Streamline Requests
\ Navigate Project Streamline |
Submit Request window
Navigator: Other > Requests > Run. Find the Project Streamline Process
you want to run. Enter process parameters and choose Submit. |
Submit Reports
\ Navigate Run Reports |
Submit Request window
Navigator: Other > Requests > Run. Find the Report you want to run.
Enter report parameters and choose Submit. |
Update Expense Report Batches
\ Navigate Expend Batch |
Expenditures window
See: Correcting Expenditure Batches
Navigator: Expenditures > Pre-Approved Batches > Review. Find the expenditure
batch you want to rework. Choose Rework. Choose Expenditures to display
the Expenditures window. |
Update Personal Profile Options
\ Navigate Other Profile |
Personal Profile Values window
See: Setting User Profile Options (Oracle Applications System Administrator's
Guide)
Navigator: Other > Profile |
View Burdened Costs
\ Navigate Implement Burden View |
View Burdened Costs window
Navigator: Setup > Costing > Burden > View |
View Concurrent Requests
\ Navigate Other Requests |
Requests window
See: Viewing Requests (Oracle Applications User's Guide)
Navigator: Other > Concurrent. Choose the Open button to see the detail
window.
or
Choose View My Requests from the Help menu
or
Navigator: Other > Requests > View |
View Cost Distribution Details
\ Navigate Expend Inquiry |
Expenditure Items window
See: Performing a Project Expenditure Inquiry
Navigator: Expenditures > Expenditures Inquiry. Find the expenditure
item you want to view. Choose Item Details, then select Cost Distribution
Lines from the Inquiry Options window. |
View Expense Reports
\ Navigate Expend Online ExpenseReports View |
Note:
To view expense reports entered in Oracle Personal Time and Expense, use
Oracle Personal Time and Expense.
See: Overview of Oracle Personal Time and Expense |
View Function Parameters
\ Navigate Implement System AutoAccounting Parameters |
AutoAccounting Rule window. You can also review function
parameters by submitting the IMP AutoAccounting Functions Listing.
See: AutoAccounting Parameters
Navigator: Setup > AutoAccounting > Rules |
View Project Expenditures
\ Navigate Project Inquiry Expenditures |
Expenditure Inquiry window
Navigator: Expenditures > Expenditure Inquiry. Select Project to view
expenditure items in a single project only. Select All to view expenditure
items across projects. |
View Project Funding
\ Navigate Project Inquiry Funding |
Project Funding Inquiry window
Navigator: Billing > Funding Inquiry |
View Project Status
\ Navigate Project Inquiry Status View |
Project Status window
Navigator: Project Status |
View Timecards
\ Navigate Expend Online Timecards View |
Note:
To view timecards entered in Oracle Personal Time and Expense, use Oracle
Personal Time and Expense.
See: Overview of Oracle Personal Time and Expense |