Oracle Projects Extensions for Oracle Endeca

This chapter covers the following topics:

Overview
Oracle Projects Extensions for Oracle Endeca User Interface
Oracle Projects Extensions for Oracle Endeca Product Configuration
Setting up Oracle Projects Extensions for Oracle Endeca Integration
Projects Integration Security
Setting Up the Scheduler to Load Full Graphs
Setting Up the Scheduler to Load Incremental Graphs
Views and Joins to Load and Display Oracle Projects Extensions for Oracle Endeca Data

Overview

The Oracle Projects application suite includes a variety of features central to the requirements of competent and efficient enterprise project management. It enables project managers to effectively oversee their projects, assess progress against predetermined milestones and budgets, staff their projects with appropriate talent, and quickly generate a wide variety of reports. It also helps virtual and globally distributed project teams to efficiently communicate, collaborate, and complete tasks.

Oracle Projects Extension for Oracle Endeca enable you to search and filter projects and tasks, view financial, workplan and expenditure information and make updates to the plans. You can view and analyze financial and workplan information and drilldown to expense items or other information using performance metrics, charts, graphs, tables and alerts. Based on this data, project managers or controllers can take immediate action to bring their project back on track and on schedule.

This chapter provides product-specific details required to integrate Endeca Information Discovery (EID) with Oracle E-Business Suite (EBS) Release 12.1 V5 for the Oracle Projects Extensions for Oracle Endeca application. This supplements the information provided in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1 V5 (Doc ID: 1683053.1). You must read this document and make note of the requirements before you begin your installation.

Oracle Projects Extensions for Oracle Endeca User Interface and Integration

Oracle Projects Extensions for Oracle Endeca User Interface

Oracle Projects Extensions for Oracle Endeca updates are available from the Projects Search and Overview, the Workplan Overview, the Financial Overview, and the Expenditure Overview pages. All these page displays information and data graphically and in tabular format.

Projects Search and Overview Page

The Endeca Project Search and Overview page displays financial metrics and status information across all projects for multiple operating units and related functional currency that the user has access to. The components of the Project Search and Overview page are:

Create Project – renders the OA framework project creation page.
Portfolio Overview and Metrics – allow users to view measures across projects for multiple operating units.
Project List – provide detail information about each project grouped by column sets, including access to initiate common actions or drill into additional project information and plans
Reports – display performance information and metrics across multiple projects. The following graphic displays the Project Search and Overview page.

From the Projects Super User responsibility, navigate to the Projects:Delivery > Project Search and Overview page:

the picture is described in the document text

When you open the Endeca Project Search and Overview page, you can search and filter by a specific project. In addition, you can focus your review on specific projects at risk or delayed based on the metrics, charts, graphs, tables, and alerts available. The following table describes the Endeca Project Search and Overview page regions and components:


Region	Component
Tip	This displays the date and time stamp of the last ETL update.
Alerts	Late Projects Unapproved Projects
Totals by Currency (Published Projects)	Functional Currency Operating Unit Number of Projects Accrued Revenue Planned Raw Cost Actual Raw Cost Planned Burdened Cost Actual Burdened Cost Raw Cost Variance Burdened Cost Variance Note: For Burdened Cost Variance and Raw Cost Variance, positive variance is displayed in green, zero variance is displayed in yellow and negative variance is displayed in red. You can choose various View Options such as: Conditional Formatting Summary Rows Grand Summary Row Hide/Show Columns Sort Reset Table to Default You can also Print or Export the results of the table.
Projects List	Overview Name Number Project Manager Status Organization Description Customer Opportunity Value Project Currency Dates Name Number Project Manager Status Organization Description Scheduled Start Date Scheduled Finish Date Actual Start Date Actual Finish Date Baseline Start Date Baseline Finish Date Early Start Date Early Finish Date Late Start Date Late Finish Date Start Date Completion Date Closed Date Baseline As of Date Actual As of Date Scheduled As of Date Rate Date Financial Note: The Financials data displays only if the Summarization processes have run. The Summarization processes are a pre-requisite for the view to display correct amounts. After you have run the Summarization processes, ensure you execute the incremental graph as well to reflect the latest summarization information. Name Number Project Manager Status Organization Description Published Date Planned Raw Cost Planned Burdened Cost ITD Actual Raw Cost ITD Actual Burdened Cost ITD Actual Revenue PTD Actual Raw Cost PTD Actual Burdened Cost PTD Actual Revenue QTD Actual Raw Cost QTD Actual Burdened Cost QTD Actual Revenue YTD Actual Raw Cost YTD Actual Burdened Cost YTD Actual Revenue Financial (Project Currency) Name Number Project Manager Status Organization Description Published Date Planned Raw Cost Planned Burdened Cost ITD Actual Raw Cost ITD Actual Burdened Cost ITD Actual Revenue PTD Actual Raw Cost PTD Actual Burdened Cost PTD Actual Revenue QTD Actual Raw Cost QTD Actual Burdened Cost QTD Actual Revenue YTD Actual Raw Cost YTD Actual Burdened Cost YTD Actual Revenue Actions Name Number Project Manager Status Organization Description Details - click this to navigate to the Projects Home page and view details of the selected project. Actions - click this to navigate to the Project Actions page. Workplan - click this to navigate to the Workplan Overview page Financial - click this to navigate to the Financial Overview page Expenditures - click this to navigate to the Expenditure Overview page You can also print or export these details.
Reports	Planned Vs. Actual Cost - click and select a currency in the Totals by Currency (Published Projects) table. The Planned Vs. Actual Cost report displays the comparison of the planned cost and actual cost.. You can sort this report by Project Name, Project Name by Planned Burdened Cost (sum), Project Name by ITD Actual Burdened Cost (sum), Project Name by Planned Raw Cost (sum), and Project Name by ITD Actual Raw Cost (sum). Project Delays (in Days) - This report displays the project and the number of days the project has been late. You can sort this report by Project Name and Project Name by Project Late Days (sum). Forecast Cost Variance - This report displays the variance between the actual burdened cost and the planned burdened cost. You can sort this report by Project Name and Project Name by Project Forecast Variance (sum). You can also print or export these details.

Workplan Overview Page

The Endeca Workplan Overview page displays financial metrics and task for a specific project. The components of the Workplan Overview page are:

Report Overview and Metrics – allow users to view project and task information such as task start delays.
Workplan versions allow users to view various versions of the workplan. The versions include current working, latest published, baselined and historical versions.
Task List – allow users to view details of the tasks.
Resource List – allow users to view details of the assignments

the picture is described in the document text

The Workplan Overview page contains filtering components that you can use to search, navigate and filter the data displayed in other components and consists of the following regions and components:

The following graphic displays the Workplan Overview page. There are a couple of ways to access the Workplan Overview page.

From the Projects Search and Overview page, select the Workplan icon.
You can access the Workplan Overview page for the existing Workplan tab > Overview.


Region	Components
Tip	This displays the date and time stamp of the last ETL update.
Alerts	You can use alerts to direct you attention to any potential issues or risks that might arise on the project or task. There is one configurable alert: Late Tasks
Published Versions - Reports	Start Delays and Due to Start tab: Task Start Delays (in Days) - This report displays tasks and the number of days the tasks has been delayed. You can sort the Series Dimension by Task Name or Task Name by Number of Days Delayed (sum). Task Due to Start (in Days) - This report displays the tasks and the number of days before the task start date. You can sort the Series Dimension by Task Name or Task Name by Number of Days to Start (sum). Completion Delays and Due to Complete tab: Task Completion Delays (in Days) - This report displays the task and the number of days the task has been delayed past its completion date. You can sort the Series Dimension by Task Name or Task Name by Task Completion Delay in Days (sum). Task Due to Complete (in Days) - This report displays the task and the number of days the task is due to be complete. You can sort the Series Dimension by Task Number and Task Name by Task Completion Due in Days (sum). You can also print or export these task details.
Current Working Version Tab	Overview Version Name Version Number Project Currency Locked Date Time Locked by Name Progress Last Applied Financial Overview Raw Cost Variance ITD Burdened Cost Variance ITD Actual Raw Cost ITD Actual Burdened Cost ITD The Task List - Working and Resources List - Working tables display the following details: Task List - Working: Overview Outline Number Task Number Task Name Scheduled Start Time Scheduled Finish Time Task Status Raw Cost Planned Burdened Cost Planned Task Manager Full Name Task Organization Task Milestone Flag Progress Status Critical Flag Task Priority Display Sequence Actions Outline Number Task Number Task Name Task Details - click this to navigate to the Task Details page Additional Information - click this to navigate to the Update Additional Task Information page Resource List - Working Task Name Resource Name Full Name Resource Organization Planned Hours Planned Raw Cost Planned Burdened Cost Resource Class Unit of Measure Forecast ETC Basis Expenditure Type Expenditure Category Table View Options include: Conditional Formatting Hide/Show Columns Sort Reset table to default Table Actions include: Print Update Multiple Tasks (available only from Task List - Working table) - Use to make updates for the tasks on the selected tasks. The updates are carried through to all the selected task in a single update on the current working version. Mass Tasks Update (available only from Task List - Working table) - Use to make updates for tasks on an updateable table where user can enter different values for each of the selected tasks on the current working version. Export
Latest Published Version Tab	Overview Version Name Version Number Published Date-Time Published By Project Currency Financial Overview Raw Cost Variance ITD Burdened Cost Variance ITD Actual Raw Cost ITD Actual Burdened Cost ITD The Task List - Latest Published and Resources List - Latest Published tables display the following details: Task List - Latest Published: Overview Outline Number Task Number Task Name Scheduled Start Time Scheduled Finish Time Task Status Planned Raw Cost Planned Burdened Cost Task Manager Full Name Task Organization Task Milestone Flag Critical Flag Task Priority Progress Status Display Sequence Actions Outline Number Task Number Task Name Additional Information - click this to navigate to the Update Additional Task Information page Resource List - Latest Published Task Name Resource Name Full Name Resource Organization Planned Hours Planned Raw Cost Planned Burdened Cost Resource Class Unit of Measure Forecast ETC Basis Spread Curve Expenditure Type Expenditure Category Table View Options include: Conditional Formatting Hide/Show Columns Sort Reset table to default Table Actions include: Print Export Mass Update Progress (available only from Task List - Latest Published table) - Use to make updates for the tasks on an updateable table where you can enter different values for each selected tasks on the latest published version.
Baselined and Historical Versions Tab	Overview: Version Name Version Number Published Date-Time Published By Project Currency Financial Overview Raw Cost Variance ITD Burdened Cost Variance ITD Actual Raw Cost ITD Actual Burdened Cost ITD The Task List - Baseline, Resources List - Baseline, and Other Versions tables display the following details: Task List - Baseline: Outline Number Task Number Task Name Scheduled Start Date Scheduled Finish Date Task Status Planned Raw Cost Planned Burdened Cost Task Manager Full Name Task Organization Task Milestone Flag Critical Flag Task Priority Progress Status Display Sequence Resource List - Baseline: Task Name Resource Name Full Name Resource Organization Planned Hours Planned Raw Cost Planned Burdened Cost Resource Class Unit of Measure Spread Curve Forecast ETC Basis Expenditure Category Other Versions Version Name Published Date - Time Published By Baseline Flag Locked? Planned Raw Cost Planned Burdened Cost Actual Raw Cost Actual Raw Cost PTD Actual Burdened Cost Actual Burdened Cost PTD Actual Burdened Cost YTD Table View Options include: Conditional Formatting Hide/Show Columns Sort Reset table to default Table Actions include: Print Export

Financial Overview Page

The Endeca Finance Overview page displays financial metrics and task status information for a specific project. The components of the Financial Overview page are:

Reports – Display performance information and metrics for the project or task such as Forecast Burdened Cost Variance, Actual Burdened Cost over Budget, Forecast Effort Variance, ETC Raw Cost Variance.
Task List – Display detail information about each task including access to initiate common task actions or drill into expenditure items.
Project Lines – Display detail information about each planning element grouped by column sets, including access to initiate an update to the plan line.

The Financial Overview page will display values for the project only under the following conditions:

The project has a fully shared structure
The project has workplan enabled
The project has at least one version of either the Approved Cost Budget or the Approved Revenue Budget
The project does not have any plan type that uses project-level as the lowest planning level or any plan lines in any plan type version that is planned at the project level. This is applicable only for the current working version and current baseline versions.

If the project does not meet the above criteria, then the application displays an information message in the page header, stating: The project you have selected does not meet the conditions required and cannot be displayed on the Financial Overview page. To view or modify a financial plan for budgets and forecasts, use the Maintain Versions page.

The following graphic displays the Financial Overview page. There are a couple of ways to access the Financial Overview page.

From the Projects Search and Overview page, select the Financial icon.
You can access the Financial Overview page for the existing Financial tab > Overview.

the picture is described in the document text

The Financial Overview page contains filtering components that you can use to search, navigate and filter the data displayed in other components and consists of the following regions and components:


Region	Components
Tip	This displays the date and time stamp of the last ETL update.
Alerts	You can use alerts to direct you attention to any potential issues or risks that might arise on the project or task. There are configurable alerts: Unplanned Actuals - Alert displays task with no current planned quantity or amount, yet there are actual costs against the task. ETC Rate Above Plan - Alert displays tasks where the ETC Raw Cost rate is greater than the Current Budget Average Raw Cost rate. Negative ETC Quantity - Alert displays tasks where there is a negative ETC quantity or cost.
Overview - Current Working Version	Budget Raw Cost Budget Burdened Cost Budget Revenue Actual Burdened Cost Actual Revenue Remaining Budget Actual Margin Forecast Margin Note: For Actual Margin and Forecast Margin positive margin is displayed in green, zero margin is displayed in yellow and negative margin is displayed in red. Project Financial % Complete Project Financial % Completion As of Date
Current Working Version - Reports	Cost tab Forecast Burdened Cost % Variance - you can sort by Task Number and Task Number by Variance % (average) Actual Burdened Cost Over Budget - you can sort by Task Number and Task Number by Actual Burdened Cost Variance (sum) Quantity and Rate Forecast Effort Variance - you can sort by Task Number and Task Number by Forecast Effort Variance (sum) ETC Raw Cost Rate % Variance - you can sort by Task Number and Task Number by ETC Raw Cost Rate % Variance (average)
Task List	Overview Task Number Task Name Task Manager Description Organization Task Status Details Task Number Task Name Task Manager Transaction Start Transaction Finish Work Type ETC Source Receive Inter-Project Invoices Billable Flag Chargeable Flag Capitalize Flag Task Type Service Type Actions Task Number Task Name Task Manager Expenditures - click this to navigate to the Expenditure Overview page Issues - click this to navigate to the Issues page Change Requests - click this to navigate to the Change Requests page Change Orders - click this to navigate to the Change Orders page Update Plans - click this to navigate to the Update Multiple Financial Plans page. You use this to make updates for the tasks on the financial plan. Add Resource Assignment – User to add resource assignment to the financial plan.
Plan Lines	Overview Task Name Financial Plan Type Planning Element: Resource Version Type Version Name Planning Element: UOM Planning Element: Currency Planning Element: Start Date Planning Element: Finish Date Quantity Task Name Financial Plan Type Planning Element: Resource Version Type Quantity: Total Quantity: Current Budget Quantity: Actual Quantity: ETC Quantity: Forecast Raw Cost Task Name Financial Plan Type Planning Element: Resource Version Type Raw Cost: Total Raw Cost: Current Budget Raw Cost: Override Raw Cost Raw Cost: ETC Raw Cost: Forecast Spread Curve Burdened Cost Task Name Financial Plan Type Planning Element: Resource Version Type Burdened Cost: Total Burdened Cost: Current Budget Burdened Cost: Override Burdened Cost Rate Burdened Cost: Actual Burdened Cost: ETC Burdened Cost: Forecast Revenue Task Name Financial Plan Type Planning Element: Resource Version Type Revenue: Total Revenue: Current Budget Revenue: Actual Revenue: Average Bill Rate Revenue: ETC Revenue: Forecast Revenue: ETC Bill Rate Revenue: Override Bill Rate Revenue: Variance (%) Current Budget Margin Task Name Financial Plan Type Planning Element: Resource Version Type Margin: Budget Margin: Current Budget Margin (%): Current Budget Margin: Actual Margin (%): Actual Margin: Forecast Margin (%): Forecast Margin (%): Variance : Current Budget Margin (%): Variance : Original Budget Actions Task Name Financial Plan Type Planning Element: Resource Version Type Update Plan Line Details - click this to navigate to the Edit Budget Line: Approved Budget window. You can also Print or Export the results of the table.

Expenditure Overview Page

The Endeca Expenditure Overview page displays expense related information on an expense item. The components of the Expenditure Overview page are:

Expenditure Overview – Displays information on the expenditure item.
Metrics – Display the top 10 items with the Most Cost.
Reports – Display expenditure information such as Transaction Source by Cost, Category by Expenditure Type.
Expenditure Item Search Results – Display detail information about the expense including access to common expense actions or drill-down to expense item detail.

The following graphic displays the Expenditure Overview page. There are a couple of ways to access the Expenditure Overview page.

From the Projects Search and Overview page, select the Expenditures icon.
You can access the Expenditure Overview page from the Financial Overview Page via the Expenditures icon.

the picture is described in the document text


Region	Components
Overview	PA Date - From PA Date - To Project Currency Project Functional Currency Project Burdened Cost (PC) Project Functional Burdened Cost (PFC) Project Raw Revenue (PC) Adjusted Revenue (PC) Bill Amount (PC) Accrued Revenue (PC)
Top 10 with the Most Cost	Displays the top 10 Transaction Source by Project Burdened Cost (cost incurred) and Expenditure Type by Category.
Reports	Transaction Source by Cost - you can sort the data by Transaction Source and Transaction Source by Project Burdened Cost (sum) Category by Expenditure Type - you can sort the data by Expenditure Type and Expenditure Type by Project Burdened Cost (sum)
Expenditure Item Search Results	Column Sets: Details Accounting Billing Burden Capital Cross Charge Expenditure Provider Receiver Resource Supplier The details you can view include: Trans ID Task Number Task Name Expenditure Org Expenditure Type Expenditure Category Employee/Supplier Item Date Quantity UOM Bill Amount Project Functional Burdened Cost Project Burdened Cost. Burden Distributed Cost Burdened Cost Distribution Rejection Cost Distributed Cost Job Billed Amount Billed Billable Burdened Cost Rate Burden Distribution Rejection Capital Event Number Capitalizable Borrowed and Lent Distributed Cross Charge Processing Method Adjusted Revenue Adjusting Item Provider Operating Unit Provider Org Name Receiver Operating Unit Receiver Org Name Employee Name Employee Number Supplier Name Supplier Number, and so on.

Oracle Projects Extensions for Oracle Endeca Product Configuration

Once you have completed installation and common configurations as described in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1 V5 document (Doc ID: 1683053.1), you must complete the Oracle Projects Extensions for Oracle Endeca product configuration setup.

See: Setting Up Oracle Projects Extensions for Oracle Endeca Integration

Setting up Oracle Projects Extensions for Oracle Endeca Integration

To set up Oracle Projects Extensions for Oracle Endeca integration, complete the following steps:

Enable JSP compilation post installation.

Note: If this is not done, then the integration between Oracle Projects Extensions for Oracle Endeca pages and the Oracle Applications framework pages will not work as expected.

See: How to Enable Automatic Compilation of JSP pages in R12 Environment Document ID: 458338.1.
Grant the Projects Endeca Access Role (UMX|PJT_ENDECA_ACCESS_ROLE) to the predefined Projects responsibility Project Super User (FND_RESP|PA|PA_PRM_PROJ_SU|STANDARD). You can also grant the Projects Endeca Access Role to any custom Oracle Projects responsibility. You can access the Oracle Projects Extensions for Oracle Endeca pages once you add the predefined role Projects Endeca Access Role to the Project Super User Responsibility responsibility (PA_PRM_PROJ_SU).

See: Oracle E-Business Suite System Administrator's Guide - Security for more information on how to assign roles.
Review the Projects Integration Security.

See: Projects Integration Security
Set up the PA: Expenditure Data Load Start Date Profile Option to determine the list of expenditure items to be loaded. All expenditure items on or after this date would be loaded in Endeca. Ensure you set the value in the canonical date format (example: 2010/01/01).
Optionally, run the Summarization processes.

Note: You need to run this process only if the cost numbers do not match the amounts on the Workplan page.

See: Performance and Exceptions Reporting Programs, Oracle Projects Fundamentals for more details.
Schedule the set up for Full Endeca Refresh.

See: Setting Up Scheduler to Load Full Graphs
Schedule the set up for Incremental Endeca Refresh.

See: Setting Up the Scheduler to Load Incremental Graphs

Projects Integration Security

The Projects Endeca Security is based on the following criteria:

Role Based Access Control(RBAC) set up for Oracle Endeca is done.
Ensure that the user has access to at least one Projects Responsibility.
Ensure the user is part of a Projects Party associated with the project. i.e. – Planned resources, Task Managers, or Project Mangers.
Ensure that the Cross Org Update Profile set to Yes.
Ensure the Org Authority is set up.
Ensure access to the following function securities are in place:
- PA_VIEW_WORKPLAN
- PA_TASKS_UPDATE_DETAILS
- PA_PAXPREPR_OPT_MAINT_VERSIONS
Ensure PA_ENDECA_USER_ACCESS_PRIVS_V is available.

Setting Up the Scheduler to Load Full Graphs

You run the Full Load graph regularly to ensure that delete records are purged from the Endeca MDEX Server. It is recommended that you run the Full Load graph at least once as week. You can run it more frequently if required.

To set up the scheduler

Login to Integrator server using your Clover login.
Click the Scheduling tab.
Select the New Schedule link.
Enter a Description for the scheduler, for example, Projects Full Load Scheduler.
Select Periodic as the Type.
Select by interval as the Periodicity.
Enter a start date and time in the Not active before date/time field.
Enter an end date and time in the Not active after date/time field.
Enter a value in the Interval (minutes) field.
Ensure you select the Fire misfired event as soon as possible check box.
Select Execute graph from the Task Type list.
Select prj-pjt from the Sandbox list.
Select graph/Full.grf from the Graph list.
Click Create to set the scheduler.

Setting Up the Scheduler to Load Incremental Graphs

You set up the Scheduler to load incremental graphs depending on when you update project information. For example, if you update project information frequently, you might choose to set the scheduler to load the incremental graph once in every 3 hours, or, if you do not update project information too frequently, you can set the scheduler to run once in a day.

To set up the scheduler

Login to Integrator server using your Clover login.
Click the Scheduling tab.
Select the New Schedule link.
Enter a Description for the scheduler, for example, Projects Incremental Load Scheduler.
Select Periodic as the Type.
Select by interval as the Periodicity.
Enter a start date and time in the Not active before date/time field.
Enter an end date and time in the Not active after date/time field.
Enter a value in the Interval (minutes) field.
Ensure you select the Fire misfired event as soon as possible check box.
Select Start a graph from the Task Type list.
Select prj-pjt from the Sandbox list.
Select graph/Incremental.grf from the Graph list.
Click Create to set the scheduler.

Views and Joins to Load and Display Oracle Projects Extensions for Oracle Endeca Data

The following views are used by the ETL layer in Endeca to load and display Oracle Projects Extensions for Oracle Endeca data to the Endeca data store:

PA_ENDECA_WORKPLAN_STRUCTURES - Displays data at structural level for all structure versions under a project.
PA_ENDECA_WORKPLAN_VIEW - Denormalized view at the granular level of a task version. Includes info about project/structure and tasks. This is only for Structures (CWV,LPV and Baselined).
PA_ENDECA_WORKPLAN_ASGN_VIEW - Denormalized View at the granular level of a resource assignment including information about assignments. This is only for Structures (CWV,LPV and Baselined).
PA_ENDECA_FINPLAN_VIEW - This view provides the list of financial plan at the level of plan line information.
PA_ENDECA_EXPENDITEMS_V - This view provides the list of Expenditure Items.
PA_ENDECA_USER_ACCESS_PRIVS_V - This view determines the list of projects to which the currently logged in user has access.