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Oracle Projects Fundamentals
Contents
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Preface
Overview of Oracle Projects
- Overview of Oracle Projects
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- Oracle Project Costing
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- Oracle Project Billing
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- Oracle Project Resource Management
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- Oracle Project Management
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- Oracle Project Collaboration
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- Oracle Daily Business Intelligence for Projects
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- Oracle Project Portfolio Analysis
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Organizations
- Organizations
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- Defining Organizations
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- Business Groups
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- Operating Units and Multiple Organizations
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- Defining Organization Hierarchies
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- Assigning Burdening Hierarchies
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- Locations
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- Adding Operating Units
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- Adding Organizations to the Project Burdening Hierarchy Version
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- Case Study: Organization Change in Fremont Corporation
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- Business Assumptions
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- Business Requirements
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- Planning the Organization Change
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- Setup Steps Required for an Organization Change
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Resources
- Overview of Resources
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- People Resources
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- Resource Types
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- Resource Lists
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- Planning Resource Lists
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- Resource Breakdown Structure
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Project Team Definition
- Project Teams and Team Roles
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- Team Roles
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- Defining Nonscheduled Team Members
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- Staffing Plan
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- Defining Scheduled Team Members
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- Project Requirements
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- Project Assignments
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- Team Templates
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- Creating Team Templates
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- Applying Team Templates
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- Creating Administrative Assignments
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- Defining Organization Roles
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- Assigning People to Projects
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- Person Resource Schedules
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- Reviewing Person Schedules
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- Maintaining Person Schedules
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- Overview of Timelines
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Rates
- Overview of Rates
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- Using Rates for Costing
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- Using Rates for Billing
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- Using Rates for Workplan and Financial Planning
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Project Definition and Information
- Overview of Projects and Tasks
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- Project Structures
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- Overview of Project Structures
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- Enabling Project Structures
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- Workplan Structures
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- Program Management
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- Financial Structures
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- Defining Your Financial Structure
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- Managing Tasks In A Financial Structure
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- Viewing a Financial Structure
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- Running Financial Structure Process Updates
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- Integrating Workplan and Financial Structures
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- Project Lifecycles
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- Overview of Project Lifecycles
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- Defining Lifecycles
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- Using Lifecycles
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- Assigning Lifecycle Phases to Tasks
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- Project and Task Attributes
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- Project Information
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- Basic Project Information
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- Name
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- Long Name
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- Number
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- Project Organization
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- Project Type
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- Status
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- Description
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- Public Sector (Public)
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- Access Level
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- Location
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- Project Start and Finish Dates
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- Precedence for Displayed Start Date and Finish Date
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- Default Effective Dates for Team Members
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- Additional Information
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- Work Type
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- Assignment Precedes Task For Actuals
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- Billing Job Group
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- Additional Attributes
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- User-Defined Project Attributes
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- Calendars for Projects and Resources
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- Organizations
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- Team Members (Key Members)
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- Page Layouts and Tabs
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- Structures
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- Item Association
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- Tasks
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- Project Classifications
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- Pipeline
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- Resource Information
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- Candidate Score Weightings
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- Subteams
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- Additional Staffing Information
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- Costing Information
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- Costing Burden Schedules
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- Budgetary Control
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- Currency
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- Burden Schedule Overrides
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- Labor Multipliers
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- Asset Information
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- Capital Information
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- Billing Information
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- Billing Setup
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- Revenue and Billing Information
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- Invoice Formats
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- Funding
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- Billing Setup for Top Tasks
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- Credit Receivers
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- Billing Assignments
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- Customer Billing Retention
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- Standard Billing Schedules
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- Billing Currency
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- Billing Currency Options
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- Currency Option Check Boxes
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- Invoice Processing Currency
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- Conversion Attributes to Project Functional Currency, Project Currency, and Funding Currency
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- Currency Conversion Attributes
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- Rate Overrides
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- Job Bill Rate and Discount Overrides
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- Employee Bill Rates and Discount Overrides
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- Non-Labor Bill Rate and Discount Overrides
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- Job Overrides
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- Job Assignment Overrides
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- Job Billing Title Overrides
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- Job Group (Additional Information Window)
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- Reporting Information
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- Cross Charge
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- Organization Overrides
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- Transaction Controls
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- Project Templates
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- Project Template Design Considerations
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- Creating a Project Based on a Project Template
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- Defining Project Templates and Quick Entry
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- Start Date and Finish Date in Project Templates
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- Quick Entry Date Shift Examples
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- Project and Task Organizations in Project Templates
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- Team Members in Project Templates
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- Project Classifications in Project Templates
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- Project Customers in Project Templates
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- Defining Quick Entry Fields
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- Specifying Project and Task Options for a Template
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- Enabling User-Defined Attributes in Project Templates
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- Creating, Updating, and Disabling Project Templates
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- Project and Task Information Entry
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- Entering Project and Task Options
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- Using Effective Dates to Enable or Disable Options
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- Creating Projects
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- Creating a New Project from a Project Template or Existing Project
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- Deleting a Project
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- Project Requests
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- Creating a Project from a Project Request
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- Viewing Projects and Project Information
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- Project Search
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- Minimum Search Criteria for All Methods
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- Keyword Searches
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- Simple Searches
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- Advanced Searches
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- Alternate Project Searches
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- Project Access Levels
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- Project List
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- Project Sets
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- Project Workbench
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- Project Workbench Organization
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- Project Tab
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- Resources Tab
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- Workplan Tab
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- Control Tab
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