Oracle Project Management User Guide

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Preface

Overview of Project Management

Features of Project Management

Workplan and Progress Management

Integrating with Microsoft Project

Budgeting and Forecasting

Project Status Reporting

Issue and Change Management

Document Management

Expenditure Review

Billing Review

Project Performance Reporting

Performance Exceptions Reporting

Project Status Inquiry

Reporting Pack

Workplan and Progress Management

Overview of Workplan and Progress Management

Enabling the Workplan Structure

Task Attributes for Your Workplan

Creating and Updating Workplans

Setting Up Workplans

To Set Up Workplan Structure Information

Defining Additional Workplan Settings

Defining Workplan Multicurrency Settings

Selecting Workplan Rate Schedules

Creating Tasks

Selecting Task Types

Controlling the Task Outline Level for New Tasks

Defining Task Details

Summary of Task Effort, Cost, and Earned Value Information

Managing the Task Schedule

Creating Resource Assignments

Defining Resource Assignment Details

Integrating Work Planning with the Project Team

Reviewing Resource Usage

Planning Resources From The Bottom Up

To Plan Resources From The Bottom-Up

Creating Team Roles

Planning Resources From The Top Down

Defining Task Dependencies

Mapping Tasks

Creating Task-to-Project and Task-to-Task Associations

Using Task Execution Workflow Processes

Managing Tasks

Copying Tasks

Moving Tasks

Updating Tasks

Deleting Tasks

Managing Workplan Effort and Cost

Defining Planned Effort at the Task Level

Defining Planned Quantity and Cost for Resource Assignments on Tasks

Calculating Costs and Refreshing Rates

Example of Task Effort Calculation

Updating Periodic Amounts

Reviewing Workplan Cost

Reviewing Workplan Cost and Effort

Adjusting Cost and Quantity for Resource Assignments

Versioning a Workplan

Designating a Baseline Workplan Version

Deleting a Published Workplan Version

Workplan Statuses

Approving and Publishing Workplans

Viewing Workplans

Using the Hierarchy View

Using the List View

Using the Gantt Display View

Managing Progress

Overview of Progress Management

Understanding Progress

Understanding Earned Value Measures

Selecting Progress Options

Selecting Progress Options for a Workplan Structure

Selecting Progress Options for Tasks

Selecting Progress Options for a Financial Structure

Collecting and Managing Progress

Choosing an Approach for Collecting Progress

Collecting Actual Quantities and Costs

Collecting Progress for Deliverables

Collecting Progress for Resource Assignments

Collecting Progress for Tasks

Deriving Physical Percent Complete

Using Cost to Derive Physical Percent Complete

Using Effort to Derive Physical Percent Complete

Using Deliverables to Derive Physical Percent Complete

Using Work Quantity to Derive Physical Percent Complete

Collecting Progress for Workplans

Rolling Up Physical Percent Complete

Using Duration or Manual Option to Roll Up Physical Percent Complete

Using Cost or Effort to Roll Up Physical Percent Complete

Correcting and Backdating Progress

Using Progress to Replan Workplans

Integrating with Scheduling Tools

Deriving Physical Percent Complete for Financial Structures

Program Management

Overview of Program Management

Enabling Program Management

Creating and Maintaining a Program Hierarchy

Linking Projects to a Program

Using Workplan Versions within a Program Hierarchy

Rolling Up Program Information

Rolling up Program Workplan Information

Rolling up Program Progress Information

Rolling Up Program Financial Information

Viewing Program Information

Viewing Program Workplan Information

Viewing Program Financial Information

Project Deliverables Management

Overview of Project Deliverables Management

Creating and Managing Project Deliverables

Tracking Deliverable Progress

Microsoft Project Integration

Overview of Microsoft Project Integration

Protecting Data Integrity

Ensuring Synchronization

Sending Information to Oracle Projects

Sending New Project Data to Oracle Projects

Attaching a Microsoft Project File

Sending Revised Project Data to Oracle Projects

Sending Progress Information to Oracle Projects

Enable Percent Complete Progress for Task Types

Enable Progress Options for the Workplan

Set the Status Date in Microsoft Project

Sending Cost Information to Oracle Projects

Sending New or Revised Budget Data to Oracle Projects

Receiving Information from Oracle Projects

Receiving Project Information from Oracle Projects

Receiving Progress Information from Oracle Projects

Receiving Resource Lists from Oracle Projects

Receiving List of Values from Oracle Projects

Receiving Actuals from Oracle Projects

Deleting a Task

Clearing the Link to Oracle Projects

Clearing the Resource List

Clearing the Project Link

Oracle Projects Views

Tools

Setting Preferences

Send Work Breakdown Structure

Task Numbering Options

Calculate Costs

Send Time Phased Data

Examples: The WBS Level and Transferred Tasks and Budgets

Attributes Transferred

Budgeting and Forecasting

Overview of Project Budgeting and Forecasting

Building Budgets

Building Forecasts

Understanding Plan Types and Plan Versions

Planning for Cost and Revenue

Determining the Level of Detail for Budgets and Forecasts

Selecting Planning Levels for Budgets and Forecasts

Categorizing Budget and Forecast Amounts by Resources

Selecting Time Phases for Budgets and Forecasts

Using Period Profiles

Using Spread Curves

Using Fiscal Calendar for Periodic Distribution

Using Budgetary Controls and Budget Integration

Calculating and Adjusting Budget and Forecast Amounts

Options for Copying Budgets and Forecasts

Entering Budgets and Forecasts in Multiple Currencies

Creating Baselines for Budgets and Approving Forecasts

Understanding Budget and Forecast Security

Using Budgeting and Forecasting

Defining Planning Options

Defining Plan Settings

Defining Currency Settings

Selecting Rate Schedules

Selecting Generation Options

Defining Microsoft Excel Options

Adding Plan Types to a Project

Creating Plan Versions

Maintaining Plan Versions

Generating Budgets

Overview of Budget Generation

Determining Budget Sources

Generating Budget Amounts

Generating Budget Cost

Generating Budget Revenue

Mapping Budget Amounts Across Different Planning Resource Lists

Determining the Planning Level for Generated Budgets

Determining Period Types and Defining Periods for Generated Budgets

Regenerating and Updating Budgets

Generating Forecasts

Overview of Forecast Generation

Determining Forecast Sources

Generating Forecast Amounts

Generating Forecast Cost

ETC Calculation Methods for Planning Resources

Generating Forecast Revenue

Mapping Forecast Amounts Across Different Planning Resource Lists

Determining the Planning Level for Generated Forecasts

Regenerating and Updating Forecasts

Entering Amounts and Editing Plan Versions

Selecting Planning Elements

Editing Budget and Forecast Amounts

Editing Budgets and Forecasts in Microsoft Excel

Adjusting Version Amounts

Copying Budgets and Forecasts

Copying Budgets and Forecasts from a Project Template or Project

Copying Baseline Plan Versions from Project Templates and Projects

Copying Dates or Periods for Time-Phased Budgets and Forecasts

Copying Budget and Forecast Amounts Within a Project

Including and Viewing Change Documents

Viewing Budgets and Forecasts

Viewing Plan Types

Viewing Budget and Forecast Versions - Task Options

Viewing Budget and Forecast Versions - Resource Options

Viewing Plan Versions When Cost and Revenue Are Planned Separately

Viewing Workplan Cost and Effort

Submitting Budgets and Forecasts

Understanding the Submit Process

Creating Baselines for Budgets and Approving Forecasts

Creating Budgets With Budgetary Controls and Budget Integration

Budget Entry

Entering or Revising a Budget Draft

Entering a Project or Task Level Budget

Entering Budget Lines

Entering Budget Lines for Period-Phased Budgets

Viewing Calculated Budget Amounts

Entering Budget Lines for Non-Time-Phased or Date Range Budgets

Revising Budget Lines

Copying Budgets from a Project Template or Existing Project

Copying Budgets from Earlier Budget Versions

Copying Actual Amounts to Budget Amounts

Deleting a Draft

Submitting a Draft

The Submit Draft Budget Process

Creating a Baseline for a Budget Draft

The Draft Budget Baseline Process

Creating a Baseline for an Integrated Budget

Revising a Budget Baseline

Revising an Original Budget

Reviewing a Budget

Reviewing and Overriding Budget Account Details for Integrated Budgets

Troubleshooting Baseline Failures for Integrated Budgets

Using Budgetary Controls

Budgetary Control Settings

Entering Budget Amounts for Controlled Budgets

Budget Definition Strategies

Transaction Processing With Controlled Budgets

Viewing Transaction Funds Check Results

Maintaining Budgetary Control Balances

Budgetary Controls Cross Charge Restriction

Budgetary Control Result Messages

Integrating Budgets

Using Bottom-Up Budget Integration

Using Top-Down Budget Integration

Top-Down Budget Integration Example

Creating Project Budgets for Top-Down Budget Integration

Transaction Processing

Burden Cost Encumbrance

Same Line Burden Cost Encumbrance Accounting

Separate Line Burden Cost Encumbrance Accounting

Accounting For Burden and Total Burdened Cost Encumbrances in Oracle Subledger Accounting

Budgetary Control Balances

Maintaining the Project Budget

Year-End Processing

Using Top-Down Budget Integration with Oracle Contract Commitments

Oracle Contract Commitments

Integrating with Oracle Contract Commitments

Prerequisites for Budget Integration with Oracle Contract Commitments

Contract Commitment Transaction Example

Project Encumbrance Example

Creating Project Budgets for Top-Down Budget Integration with Oracle Contract Commitments

Budgetary Control Balances

Maintaining the Project Budget

Year-End Processing

Integrating with the Budget Execution Module of Oracle Federal Financials

Issue Management

Overview of Issue Management

Issue Participation

Issue Statuses

Issue Attributes

Using Issue Management

Creating Issues

Copying Existing Issues

Attaching Documents and Relating Other Items to Issues

Creating and Assigning Actions to Issues

Managing Issues

Viewing Issues and Progress

Updating Issue Progress

Changing and Viewing Issue Ownership

Resolving and Closing Actions for Issues

Resolving Issues

Reworking and Canceling Issues

Change Management

Overview of Change Management

Change Document Participation

Change Document Statuses

Change Document Attributes

Using Change Management

Creating Change Documents

Copying Existing Issues and Change Documents

Attaching Documents to Change Documents

Creating and Assigning Actions to Change Documents

Defining Change Document Impacts

Planning for Cost and Revenue Impacts

Managing Change Documents

Viewing Change Documents and Progress

Updating Change Document Progress

Changing and Viewing Change Document Ownership

Resolving Change Documents

Resolving and Closing Actions for Change Documents'

Including Change Requests in Change Orders

Reworking Change Documents

Canceling Change Documents

Implementing and Closing Change Documents

Creating Financial Tasks

Generating Potential Change Order Report

Document Management

Overview of Document Management

Using Document Management

Attaching and Editing Documents

Defining Attachment Categories

Integrating with Document Repositories

Project Performance Management

Overview of Project Performance Management

Project Performance Reporting

Reporting by Project

Reporting by Task

Reporting by Resource

Reporting by Time

Analyzing Performance

Viewing Detailed Amounts for Project Performance Reporting

Customizing the Display of Project Performance Reporting Pages

Using Personalization Features

Adding Row Sets to a Tabular Region

Adding Page Layouts

Project Status Inquiry

Project Status Inquiry Overview

Reviewing Project, Task, and Resource Summary Amounts

Using Factoring to Control Currency Display

Comparing Budget to Actual Commitments

Drilling Down to Actuals, Commitments, and Events Detail

Reviewing Customer Invoices for a Contract Project

Project Summary Amounts

Maintaining Summary Amounts

Maintaining To-Date Amounts

Setting The Current Reporting Period

Updating Project Summary Amounts

Creating Project Summary Amounts after Conversion

Troubleshooting Project Summary Amounts

Summarizing Actuals and Commitments by Resource

Case Study: Summary Amounts for Reporting

Background of Market Analysis Project

Reviewing Amounts in Project Status Inquiry

Summary Amounts After Current Reporting Period Changes

Summary Amounts After Budget Changes

Performance Exceptions Reporting

Adding Performance and Scoring Rules

Calculating Scores on Demand for Key Performance Areas

Managing Exceptions

Sending Automated Status Report Notifications

Project Manager Reporting Pack

Earned Value Management

Project Status Reporting

Overview of Project Status Reporting

Report Types

Reporting Cycles

Status Report Security

Reminder Rules

Project Status Report Statuses

Defining Status Reporting Options

Creating and Updating Status Reports

Submitting and Approving Reports

Routing Reports for Approval

Publishing Status Reports

Making Status Reports Obsolete

Performance Measures and Graphs

Performance Measures

Graphs in Performance Reports

Index

Oracle Project Management User Guide

Contents