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Oracle Projects Implementation Guide
Contents
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Preface
Overview of Implementing Oracle Projects
- Planning Your Implementation
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- Your Implementation Team
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- Implementation Decisions
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- Data Conversion
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- Data Migration and Reporting Using iSetup
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- User Training
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- System Testing
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- Overview of Setting Up Oracle Projects
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- Oracle Projects Implementation Checklist
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- Overview of the Oracle Projects Implementation Checklist
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- About Fremont Corporation: An Example of Setting Up Oracle Projects
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Implementing Oracle Project Foundation
- Oracle Project Foundation Implementation Checklists
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- Oracle Project Foundation Product Setup
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- Oracle Project Foundation Feature Setup
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- Ledgers and Currencies
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- Define an Oracle Applications Ledger
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- Ledger Name Profile Option
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- Enabling Currencies You Want to Use
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- Organizations
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- Overview of Organizations
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- Organization Classifications
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- Locations
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- Defining Organizations
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- Setting the Cross Business Group Profile Option
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- Enabling Multiple Organization Architecture
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- Defining a Default Operating Unit for Project Expenditure Organizations
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- Defining Organization Hierarchies
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- Assigning Project Burdening Hierarchies
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- Periods and Calendars
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- Enhanced Period Processing Profile Option
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- Defining GL and PA Periods
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- Setting the GL Period Status
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- Defining Calendar Types
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- Defining Calendar Shifts and Shift Patterns
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- Defining Calendar Exceptions
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- Defining Calendars
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- Assigning Calendar Shifts and Exceptions
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- Setting Calendar Profile Options
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- Defining Default Calendars for Organizations
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- Generating Calendar Schedules
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- Implementation Options
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- Resources
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- Job Groups
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- Job Levels and Job Codes
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- Jobs
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- Job Mapping
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- Project Resource Job Group Profile Option
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- Job Competencies
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- Defining People
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- Migrating Resource Data From Other Systems
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- Maintaining Project Resources
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- Rate Schedule Definition
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- Roles
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- Project Roles
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- Role Lists
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- Implementing Project Organization Roles
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- Project and Organization Security
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- Multiple Organization Access Control
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- Responsibility-Based Security
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- Role-Based Security
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- Organizational Authority
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- Project Security Extension
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- Security Profiles
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- Task Definition
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- Task Statuses
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- Task Types
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- Defining Task Priorities
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- Processing Structure Updates
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- Project Definition
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- Defining Statuses and Status Profile Options
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- Predefined Requirement Statuses and Status Controls
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- Project Classifications (Class Categories and Class Codes)
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- Service Types
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- Project Customer Relationships and Contact Types
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- Defining contact types
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- Probability Lists
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- Resource Lists
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- Resource Classes
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- Planning Resource Lists
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- Resource Breakdown Structures
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- Defining Cycles
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- Defining Work Types
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- Project Types
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- Project Types Window Reference
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- Defining Project Types
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- Project Types for Fremont Corporation (Example Setup)
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- Fremont Corporation: Using an Indirect Project to Track Indirect Costs
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- Implementing Project Lifecycles
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- Setting Up User-Defined Attributes
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- Defining Project Templates
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- Implementing Client Extensions and Workflows for Project Processing
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- Setting the Home Page Highlights Profile Option
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- Project Search
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- System Administration and Maintenance
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- Request Groups
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- User Responsibilities
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- Additional Users
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- Deferred Workflow Processes
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- Frequently Used Folders
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- Descriptive Flexfields
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- Page Layouts
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- Home Page Highlights Profile Option
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- Gathering Schema Statistics
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- Organization Forecasting
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- Prerequisite Implementation Tasks
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- Defining a Project Status for Organization Forecasting
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- Updating Project Status Controls
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- Defining a Project Type for Organization Forecasting
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- Creating an Organization Project Template
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- Defining Forecasting Implementation Options
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- Defining Adjustment Reasons
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- Calculating Initial Forecast Amounts
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- Utilization
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- Defining Unassigned Time Options
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- Defining Utilization Categories
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- Defining Profile Options for Utilization
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- Setting Up Oracle Business Intelligence System Profile Options
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- Defining Organization Security Profiles
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- Defining Oracle Daily Business Intelligence for Projects Implementation Options
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- Updating Period and Organization Information
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- Summarizing Financial and Resource Data
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- Implementing Oracle Discoverer
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- Oracle Sales Integration
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- Mapping Organization Roles, Person Roles, and Probability Values
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- Setting Up Project Templates
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- Setting Up Product Hierarchy
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- Oracle Product Lifecycle Management Integration
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- Include the EGO_MANAGE_ITEM Function
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- Include Item Associations in Page Layouts
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- Application Programming Interfaces
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- Control Actions Window
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- Source Products Window
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Implementing Oracle Project Costing
- Oracle Project Costing Implementation Checklists
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- Oracle Project Costing Product Implementation Checklist
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- Oracle Project Costing Features Implementation Checklist
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- Licensing Oracle Project Costing
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- Expenditure Definition
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- Expenditure Classifications
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- Expenditure Categories
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- Revenue Categories
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- Units
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- Expenditure Types
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- Expenditure Type Classes
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- Transaction Sources
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- Transaction Control Extension
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- AutoApproval Extension
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- Accounting for Costs
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- Subledger Accounting for Costs
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- Custom Sources
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- Journal Line Types
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- Journal Entry Descriptions
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- Mapping Sets
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- Account Derivation Rules
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- Journal Lines Definitions
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- Application Accounting Definitions
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- Subledger Accounting Methods
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- Assign Application Accounting Definitions to a Subledger Accounting Method
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- Assign a Subledger Accounting Method to a Ledger
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- Post-Accounting Program Assignments
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- Cross-Entity Balancing Rules
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- AutoAccounting for Costs
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- Non-Labor Costing Definitions
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- Non-Labor Resources
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- Labor Costing Definitions
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- Labor Cost Multipliers
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- Labor Costing Rules
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- Cost Rate Schedules
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- Costing Rules and Rate Schedules
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- Labor Costing Overrides
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- Implementing Overtime Processing
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- Capital Projects
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- Implement Asset Extensions
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- Define Standard Unit Costs for Asset Cost Allocations
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- Enable Retirement Cost Processing
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- Define Proceeds of Sale Expenditure Types
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- Capitalized Interest
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- Capitalized Interest Rate Names
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- Capitalized Interest Rate Schedules
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- Specifying Capitalized Interest Rate Schedules for Project Types
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- Setting Project Status Controls for Capitalized Interest
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- Capitalized Interest Extension
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- Allocations
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- Defining Allocation Rules
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- Defining the Sources
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- Defining the Targets
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- Copying Allocation Rules
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- Finding and Viewing Allocation Rules
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- Deleting or Modifying Allocation Rules
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- Case Study: Incremental Allocations
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- Setting up for AutoAllocations
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- Burden Costing Definitions
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- View Burdened Costs Window
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- Cost Bases and Cost Base Types
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- Burden Cost Codes
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- Burden Structures
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- Burden Schedule Type Profile Option
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- Burden Schedules
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- Burden Costing Extension
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- Allowing Incremental Accounting for Burden Schedule Revisions
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- Report Separate Burden Transactions with Source Resources Profile Option
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- Setting Up for Cross Charge Processing: Borrowed and Lent
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- Define Transfer Price Rules
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- Define Transfer Price Schedules
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- Define Cross Charge Implementation Options
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- Defining Provider and Receiver Controls
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- Defining AutoAccounting Rules for Borrowed and Lent Transactions
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- Implement Cross Charge Extensions
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- Setting Up for Cross Charge Processing: Intercompany Billing
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- Global and Operating Unit Setup
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- Defining Transfer Price Rules
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- Defining Transfer Price Schedules
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- Defining Expenditure Types, Agreement Types, Billing Cycles, Invoice Formats, and Supplier Types
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- Defining Internal Suppliers
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- Defining Internal Customers
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- Defining Supplier Sites for the Internal Supplier (Receiver)
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- Defining Bill To and Ship To Sites for the Internal Customer (Provider)
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- Defining Internal Billing Implementation Options (Each Operating Unit)
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- Setting up Tax for Internal Oracle Receivables Invoices (Provider)
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- Setting up Tax for Internal Oracle Payables Invoices (Receiver)
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- Defining Tax Account Codes for Internal Oracle Receivables Invoices
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- Defining an Agreement for Intercompany Billing Projects
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- Define an Intercompany Project Type and Project Template
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- Defining Intercompany Billing Projects
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- Defining Provider and Receiver Controls
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- Defining the Supplier Invoice Charge Account Process for Internal Invoicing
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- Implementing the Payables Open Interface Workflow
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- Defining AutoAccounting for Intercompany Billing Transactions
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- Defining AutoAccounting Rules for Provider Cost Reclassifications
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- Defining Invoice Rounding Account for Intercompany Transactions
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- Implementing Cross Charge Extensions
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- Shared Setup Details for Cross Charge Processing
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- Define Additional Expenditure Types, Agreement Types, Billing Cycles, Invoice Formats, and Supplier Types for Cross Charge Processing
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- Defining Transaction Sources for Cross Charge Processing
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- Defining an Internal Supplier
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- Defining an Internal Customer
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- Defining Internal Billing Implementation Options
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- Setting Up Tax for Internal Oracle Receivables Invoices
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- Setting Up Tax for Internal Oracle Payables Invoices
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- Defining Tax Account Codes for Internal Oracle Receivables Invoices
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- Customizing the Payables Open Interface Workflow
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- Modifying the Supplier Invoice Charge Account Process
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- Defining Transfer Price Rules
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- Defining Transfer Price Schedules
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- Defining Provider and Receiver Controls
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- Oracle Payables and Purchasing Integration
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- Install and Implement Oracle Payables and Oracle Purchasing
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- Profile Options for Project-Related Documents
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- Setting the Discount Interface Start Date
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- Defining the Supplier Invoice Account Generator
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- Defining a Project-Related Purchasing Transactions Account Generator
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- Defining Project-Related Distribution Sets
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- Specify a Default Supplier Cost Credit Account
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- Defining Payables Descriptive Flexfields
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- Setting Descriptive Flexfield Profile Options
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- Implementing Oracle Internet Expenses Integration
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- Install and Implement Oracle Internet Expenses
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- Set Profile Options to Enable Project-Related Expense Report Entry
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- Set Expense Report Approval Profile Options
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