Oracle Projects Implementation Guide

User Training

System Testing

Overview of Setting Up Oracle Projects

Oracle Projects Implementation Checklist

Overview of the Oracle Projects Implementation Checklist

About Fremont Corporation: An Example of Setting Up Oracle Projects

Implementing Oracle Project Foundation

Oracle Project Foundation Implementation Checklists

Oracle Project Foundation Product Setup

Oracle Project Foundation Feature Setup

Ledgers and Currencies

Define an Oracle Applications Ledger

Ledger Name Profile Option

Enabling Currencies You Want to Use

Organizations

Overview of Organizations

Organization Classifications

Locations

Defining Organizations

Setting the Cross Business Group Profile Option

Enabling Multiple Organization Architecture

Defining a Default Operating Unit for Project Expenditure Organizations

Defining Organization Hierarchies

Assigning Project Burdening Hierarchies

Periods and Calendars

Enhanced Period Processing Profile Option

Defining GL and PA Periods

Setting the GL Period Status

Defining Calendar Types

Defining Calendar Shifts and Shift Patterns

Defining Calendar Exceptions

Defining Calendars

Assigning Calendar Shifts and Exceptions

Setting Calendar Profile Options

Defining Default Calendars for Organizations

Generating Calendar Schedules

Implementation Options

Resources

Job Groups

Job Levels and Job Codes

Jobs

Job Mapping

Project Resource Job Group Profile Option

Job Competencies

Defining People

Migrating Resource Data From Other Systems

Maintaining Project Resources

Rate Schedule Definition

Roles

Project Roles

Role Lists

Implementing Project Organization Roles

Project and Organization Security

Multiple Organization Access Control

Responsibility-Based Security

Role-Based Security

Organizational Authority

Project Security Extension

Security Profiles

Task Definition

Task Statuses

Task Types

Defining Task Priorities

Processing Structure Updates

Project Definition

Defining Statuses and Status Profile Options

Predefined Requirement Statuses and Status Controls

Project Classifications (Class Categories and Class Codes)

Service Types

Project Customer Relationships and Contact Types

Defining contact types

Probability Lists

Resource Lists

Resource Classes

Planning Resource Lists

Resource Breakdown Structures

Defining Cycles

Defining Work Types

Project Types

Project Types Window Reference

Defining Project Types

Project Types for Fremont Corporation (Example Setup)

Fremont Corporation: Using an Indirect Project to Track Indirect Costs

Implementing Project Lifecycles

Setting Up User-Defined Attributes

Defining Project Templates

Implementing Client Extensions and Workflows for Project Processing

Setting the Home Page Highlights Profile Option

Project Search

System Administration and Maintenance

Request Groups

User Responsibilities

Additional Users

Deferred Workflow Processes

Frequently Used Folders

Descriptive Flexfields

Page Layouts

Home Page Highlights Profile Option

Gathering Schema Statistics

Organization Forecasting

Prerequisite Implementation Tasks

Defining a Project Status for Organization Forecasting

Updating Project Status Controls

Defining a Project Type for Organization Forecasting

Creating an Organization Project Template

Defining Forecasting Implementation Options

Defining Adjustment Reasons

Calculating Initial Forecast Amounts

Utilization

Defining Unassigned Time Options

Defining Utilization Categories

Defining Profile Options for Utilization

Setting Up Oracle Business Intelligence System Profile Options

Defining Organization Security Profiles

Defining Oracle Daily Business Intelligence for Projects Implementation Options

Updating Period and Organization Information

Summarizing Financial and Resource Data

Implementing Oracle Discoverer

Oracle Sales Integration

Mapping Organization Roles, Person Roles, and Probability Values

Setting Up Project Templates

Setting Up Product Hierarchy

Oracle Product Lifecycle Management Integration

Include the EGO_MANAGE_ITEM Function

Include Item Associations in Page Layouts

Application Programming Interfaces

Control Actions Window

Source Products Window

Implementing Oracle Project Costing

Oracle Project Costing Implementation Checklists

Oracle Project Costing Product Implementation Checklist

Oracle Project Costing Features Implementation Checklist

Licensing Oracle Project Costing

Expenditure Definition

Expenditure Classifications

Expenditure Categories

Revenue Categories

Units

Expenditure Types

Expenditure Type Classes

Transaction Sources

Transaction Control Extension

AutoApproval Extension

Accounting for Costs

Subledger Accounting for Costs

Custom Sources

Journal Line Types

Journal Entry Descriptions

Mapping Sets

Account Derivation Rules

Journal Lines Definitions

Application Accounting Definitions

Subledger Accounting Methods

Assign Application Accounting Definitions to a Subledger Accounting Method

Assign a Subledger Accounting Method to a Ledger

Post-Accounting Program Assignments

Cross-Entity Balancing Rules

AutoAccounting for Costs

Non-Labor Costing Definitions

Non-Labor Resources

Labor Costing Definitions

Labor Cost Multipliers

Labor Costing Rules

Cost Rate Schedules

Costing Rules and Rate Schedules

Labor Costing Overrides

Implementing Overtime Processing

Capital Projects

Implement Asset Extensions

Define Standard Unit Costs for Asset Cost Allocations

Enable Retirement Cost Processing

Define Proceeds of Sale Expenditure Types

Capitalized Interest

Capitalized Interest Rate Names

Capitalized Interest Rate Schedules

Specifying Capitalized Interest Rate Schedules for Project Types

Setting Project Status Controls for Capitalized Interest

Capitalized Interest Extension

Allocations

Defining Allocation Rules

Defining the Sources

Defining the Targets

Copying Allocation Rules

Finding and Viewing Allocation Rules

Deleting or Modifying Allocation Rules

Case Study: Incremental Allocations

Setting up for AutoAllocations

Burden Costing Definitions

View Burdened Costs Window

Cost Bases and Cost Base Types

Burden Cost Codes

Burden Structures

Burden Schedule Type Profile Option

Burden Schedules

Burden Costing Extension

Allowing Incremental Accounting for Burden Schedule Revisions

Report Separate Burden Transactions with Source Resources Profile Option

Setting Up for Cross Charge Processing: Borrowed and Lent

Define Transfer Price Rules

Define Transfer Price Schedules

Define Cross Charge Implementation Options

Defining Provider and Receiver Controls

Defining AutoAccounting Rules for Borrowed and Lent Transactions

Implement Cross Charge Extensions

Setting Up for Cross Charge Processing: Intercompany Billing

Global and Operating Unit Setup

Defining Transfer Price Rules

Defining Transfer Price Schedules

Defining Expenditure Types, Agreement Types, Billing Cycles, Invoice Formats, and Supplier Types

Defining Internal Suppliers

Defining Internal Customers

Defining Supplier Sites for the Internal Supplier (Receiver)

Defining Bill To and Ship To Sites for the Internal Customer (Provider)

Defining Internal Billing Implementation Options (Each Operating Unit)

Setting up Tax for Internal Oracle Receivables Invoices (Provider)

Setting up Tax for Internal Oracle Payables Invoices (Receiver)

Defining Tax Account Codes for Internal Oracle Receivables Invoices

Defining an Agreement for Intercompany Billing Projects

Define an Intercompany Project Type and Project Template

Defining Intercompany Billing Projects

Defining Provider and Receiver Controls

Defining the Supplier Invoice Charge Account Process for Internal Invoicing

Implementing the Payables Open Interface Workflow

Defining AutoAccounting for Intercompany Billing Transactions

Defining AutoAccounting Rules for Provider Cost Reclassifications

Defining Invoice Rounding Account for Intercompany Transactions

Implementing Cross Charge Extensions

Shared Setup Details for Cross Charge Processing

Define Additional Expenditure Types, Agreement Types, Billing Cycles, Invoice Formats, and Supplier Types for Cross Charge Processing

Defining Transaction Sources for Cross Charge Processing

Defining an Internal Supplier

Defining an Internal Customer

Defining Internal Billing Implementation Options

Setting Up Tax for Internal Oracle Receivables Invoices

Setting Up Tax for Internal Oracle Payables Invoices

Defining Tax Account Codes for Internal Oracle Receivables Invoices

Customizing the Payables Open Interface Workflow

Modifying the Supplier Invoice Charge Account Process

Defining Transfer Price Rules

Defining Transfer Price Schedules

Defining Provider and Receiver Controls

Oracle Payables and Purchasing Integration

Install and Implement Oracle Payables and Oracle Purchasing

Profile Options for Project-Related Documents

Setting the Discount Interface Start Date

Defining the Supplier Invoice Account Generator

Defining a Project-Related Purchasing Transactions Account Generator

Defining Project-Related Distribution Sets

Specify a Default Supplier Cost Credit Account

Defining Payables Descriptive Flexfields

Setting Descriptive Flexfield Profile Options

Implementing Oracle Internet Expenses Integration

Install and Implement Oracle Internet Expenses

Set Profile Options to Enable Project-Related Expense Report Entry

Set Expense Report Approval Profile Options

Define the Project Expense Report Account Generator

Define a Project-Related Expense Report Template in Oracle Payables

Implementing Oracle Inventory for Projects Integration

Install and Implement Oracle Inventory

Define Project-Related Transaction Types in Oracle Inventory

Implementing Oracle Project Manufacturing

Install and Implement Oracle Project Manufacturing

Implementing Oracle Time & Labor Integration

Install and Implement Oracle Time & Labor

Set Profile Options for Project-Related Timecards

Implement Client Extensions to Route and Approve Timecards

Implementing Supplier Payment Control

Implementing Oracle Payables and Oracle Purchasing

Enabling the PA: Pay When Paid Profile Option

Creating a Purchase Order Document Style

Enabling Automatic Release of Pay When Paid Invoices

Implementing and Enabling AR Notification

Implementing Pay When Paid Client Extension

Implementing Oracle Project Billing

Oracle Project Billing Implementation Checklists

Oracle Project Billing Product Implementation Checklist

Oracle Project Billing Feature Implementation Checklist

Licensing Oracle Project Billing

Revenue and Invoicing

Defining Receivables System Options

Applying Tax to Project Invoices

Payment Terms

Defining Bill Rate Schedules

Invoice Formats

Determining Your Invoice Printing Method

Credit Types

Event Types

Defining and Assigning Billing Assignments

Define Percent Complete Revenue and Invoicing

Cost Accrual Calculation using Billing Extensions

Implementing Your Own Cost Accrual Procedures and Extensions

Profile Options and Client Extensions for Revenue and Invoicing

Setting Up for Agreements and Funding

Defining Agreement Types

Defining Agreement Templates

Defining Receivables Prepayment Activities

Client Extensions for Agreements and Funding

Customers

Accounting for Revenue and Billing

Subledger Accounting for Revenue and Billing

Custom Sources

Journal Line Types

Journal Entry Descriptions

Mapping Sets

Account Derivation Rules

Journal Lines Definitions

Application Accounting Definitions

Subledger Accounting Methods

Assign Application Accounting Definitions to a Subledger Accounting Method

Assign a Subledger Accounting Method to a Ledger

Post-Accounting Program Assignments

AutoAccounting for Revenue and Billing

Set Profile Option: Selective Flexfield Segment for AutoAccounting

Accounting for Labor Revenue

Accounting for Expense Report Revenue

Accounting for Usage Revenue

Accounting for Miscellaneous Revenue

Accounting for Burden Transaction Revenue

Accounting for Inventory Revenue

Accounting for Work in Progress Revenue

Accounting for Supplier Cost Revenue

Accounting for Event Revenue

Accounting for Unbilled Receivables, Unearned Revenue, and Receivables

Realized Gains Account

Realized Losses Account

Accounting for Inter-Project Transactions

Accounting for Invoice Rounding

Accounting for Invoice Write-Offs

Setting Up for Inter-Project Billing

Global Setup

Operating Unit Setup

Customer Billing Retention

Overview of Defining Customer Billing Retention

Define Billing Implementation Options for Customer Billing Retention

Define Invoice Formats for Customer Billing Retention

Accounting for Unbilled Retention

Integration with Oracle Receivables

Implementing Oracle Receivables for Oracle Projects Integration

Defining Transaction Types for Invoice Processing

Defining Automatic Accounting in Oracle Receivables

Salespersons and Credit Types

Reporting Credit Information in Oracle Projects

Implementing the Receivables Installation Override Extension

Implementing Oracle Project Resource Management

Oracle Project Resource Management Implementation Checklists

Licensing Oracle Project Resource Management

Project Staffing

Staffing Status Definitions

Setting the Staffing Status Profile Options

Implementing Advertisement Rules

Team Templates

Staffing Priority Codes

Implementing Staffing Workflow and Extensions

Implementing Organization Forecasting for Resources

Prerequisites for Organization Forecasting for Resources

Forecasting Implementation Options

Unassigned Time Implementation Options

Implementing Reporting Functionality

Implementing Discoverer Reporting

Oracle Discoverer Post-Installation Tasks

Implementing Oracle Project Management

Oracle Project Management Implementation Checklists

Licensing Oracle Project Management

Workplan and Progress Management

Enabling Workplan Structure and Workplan Versioning

Setting Up Progress Status Values

Defining Work Items

Defining Workplan Change Reasons

Setting the Task Managers Profile Option

Setting the Workplan Tasks Default View Profile Option

Workplan Workflow Extension

Project Deliverables

Enabling Deliverables on the Project Template

Defining a Deliverable Type

Defining a Deliverable Status

Supply Chain Integration Setup

Billing Integration Setup

Budgeting and Forecasting

Overview of Budget and Forecast Setup

Financial Plan Types

Period Profiles

Spread Basis

Spread Curves

Planning Resources

Resource Breakdown Structures

Planning Rate Schedules

Budget Change Reasons

Implementing Integration with Microsoft Excel

Implementing Client Extensions and Workflow for Budgeting and Forecasting

Budget Types

Budget Entry Methods

Implementing Budgetary Controls

Implementing Budget Integration

Implementing Integration with the Budget Execution Module

Issue and Change Management

Overview of Issue and Change Management

Control Item Classifications

Control Item Statuses and Status Lists

Control Item Priorities, Levels of Effort, and Source Types

Control Item Types

Implementing Client Extensions for Issue and Change Management

Microsoft Project Integration

Customizing the Resource Rates View

Limiting Access to Features

Project Performance Reporting

Defining Global Business Intelligence Profile Options

Setting Default Reporting Options

Defining Project Performance Reporting Setup Parameters

Defining Custom Measures

Defining Page Layouts for Project Performance Reporting

Defining Row Sets

Creating Custom Reports

Project Status Inquiry

Project Status Inquiry Overview

Defining Derived Columns in PSI

Dynamic Formatting in PSI

Defining Display Columns in PSI

Commitments from External Systems

Implementing a Custom Reporting Strategy

Commitment Changes Extension

Project Status Inquiry Extension

Tips for Setting Up Project Status Inquiry

Performance Exceptions Reporting

Defining Performance Statuses

Defining Performance Rules and Exceptions

Defining Key Performance Areas and Scoring Rules

Configuring Automated Status Report Notifications

Generating Exceptions, Calculating Key Performance Area Scores and Statuses, and Sending Automated Status Reports

Reporting Pack

Setting Reporting Pack Address Options

Setting Reporting Pack Processing Option

Creating Additional Report Templates

Defining a Reporting Pack

Scheduling the Generation and Distribution of Reporting Packs

Project Status Reporting

Project Status Report Sections

Report Page Layouts

Report Types

Reported Statuses

Reporting Cycles

Project Status Report Reminder Rules

Project Status Report Workflow Extension

Implementing Oracle Project Portfolio Analysis

Oracle Project Portfolio Analysis Implementation Checklist

Licensing Oracle Project Portfolio Analysis

Oracle Project Portfolio Analysis

Define Portfolio Organization Hierarchy

Define Portfolio Analysis Calendars

Define Additional Period Types for Use in Portfolio Analysis Calendars

Define the Financial Plan Types for Cost and Benefit

Define the Investment Class Category for Oracle Project Portfolio Analysis

Define the Portfolio Selection Class Category

Define Investment Criteria

Configure Project Roles

Set Profile Options

Set the Profile Options PJP: Financial Plan Type for Project Benefit and PJP: Financial Plan Type for Project Cost

Set the Profile Option PJP: Portfolio Selection Class Category

Set the Profile Option PJP: Portfolio Organization Hierarchy

Set the Profile Option PJP: Nominate Risk from Investment Criteria

Set the Profile Option PJP: Default Discount Rate

Implementing Oracle Project Collaboration

Oracle Project Collaboration Implementation Checklist

Licensing Oracle Project Collaboration

Team Member Home Setup

Defining the Team Home Page

Team Member Home Page Layout Profile Option

Workflow Processes

Integrating with Oracle Workflow

Workflows in Oracle Projects

Customizing Workflow Messages

Oracle Project Costing Workflows

PA: Step Down Allocations Workflow

PA: Step Down Allocations Processes

PA Auto Allocation Process

PA Step Down Allocation Process

PA Allocation Process

PA Allocation Generation Process

PA Allocation Release Process

PA Customizable Allocation Process

PA Cost Process

PA Distribute Cost Process

PA Customizable Distribute Cost Process

PA Summarization Process

PA Update Projects Summary Process

PA Customizable Summarization Process

Send AR Notification Workflow

Oracle Project Foundation Workflows

PA: Mass Pipeline Projects Update Workflow

PA: Mass Pipeline Projects Update Processes

PA: Mass Pipeline Projects Update

PA: Oracle Projects Library Workflow

PA: Project Workflow

PA: Project Workflow Processes

Project Process

Project Approval Subprocess

Oracle Project Management Workflows

PA: Budget Workflow

PA: Budget Workflow Processes

Budget Process

Budget Approval Subprocess

PA: Budget Integration Workflow

PA: Budget Integration Workflow Processes

PA: Budget Integration Process

PA: Change Request Approval Workflow

PA: Deduction Workflow

PA: Issue and Change Workflow

PA Issue and Change Workflow Processes

PA: Control Item Owner Change FYI

PA: Control Item Process Approval

PA: Issue and Change Action Workflow

PA: Issue and Change Action Workflow Processes

PA: Action Assignment with Signoff

PA: Action Assignment without Signoff

PA: Action Closed FYI

Project Budget Account Generation Workflow

PA: Project Execution Workflow

PA: Project Execution Workflow Processes

PA: Project Execution Process

PA: Performance Notification Workflow

PA: Performance Notification Workflow Processes

Performance Notification Process

PA: Status Report Workflow

PA: Status Report Workflow Processes

PA: Status Report Reminder

PA: Status Report Approval

Status Report Approval Subprocess

PA: Status Report Notification

PA: Missing Status Report Notification

PA: Task Approval Workflow

PA: Workplan Workflow

PA: Workplan Workflow Processes

PA: Workplan Approval

PA: Workplan Approval Subprocess

PA: Workplan Errors

PA: Workplan Notification

Oracle Project Portfolio Analysis Workflow

Project Portfolio Analysis Workflow Processes

PJP Initiate Planning Cycle Process

PJP User Force Collection Process

PJP Close Planning Cycle Process

PJP Main Workflow Process

PJP Submit Plan Process

PJP Approve Plan Process

Oracle Project Resource Management Workflows

PA: Advertisements Workflow

PA: Advertisements Workflow Processes

PA: Advertisement Notification Process

PA: Remove Advertisement Notification Process

PA: Apply Team Template Workflow

Apply Team Template Workflow Processes

PA: Apply Team Template Process

PA: Candidate Notification Process

PA: Candidate Notification Workflow Processes

Candidate Declined Process

Candidate FYI Notification Process

Candidate Nominated Process

PA: CRM Workaround Workflow

PA: CRM Workaround Workflow Processes

Process to Perform CRM Workaround for Future Dated Resources

PA: HR Related Updates Workflow

PA: HR Related Updates Workflow Processes

Process to Perform Changes to Persons’ Addresses

Process to Perform Assignment Changes

Process to Perform Changes to the Job Level

Process to Perform Full Name Changes of a Person

Process to Perform Job Billability Changes

Process to Perform Operating Unit Changes for an Organization

Process to Perform Project Organization Changes

Process to Perform Project Job Relationship Changes

PA: Mass Assignment Approval Workflow

PA: Mass Assignment Approval Workflow Processes

PA: Mass Transaction Error Process

PA: Mass Assignment Approval Resource Notification Process

PA: Mass Assignment Approval Submission Notification Process

PA: Mass Assignment Approval Submission Submitter Notification Process

PA: Mass Assignment Creation Approval Notification Process

PA: Mass Assignment Creation Approval Submitter Notification Process

PA: Mass Assignment Update Approval Notification Process

PA: Mass Assignment Update Approval Submitter Notification Process

PA: Mass Process Approval Result Process

PA: Mass Assignment Transaction Workflow

PA: Mass Assignment Transaction Workflow Processes

PA Mass Asgmt Transaction Workflow Process

PA: Overcommitment Notification Process Workflow

PA: Overcommitment Notification Processes

Project Manager Missing Process

Project Manager Warning Process

Self Overcommitment Warning Process

PA: Project Assignments Workflow

PA: Project Assignments Workflow Processes

PA: Project Assignment Approval

PA Assignment Approval Notification

PA Assignment Approval Subprocess

PA Assignment Cancellation Notification

PA Assignment Rejection Notification

PA: Mass Assignment Approval Required Process

Function Security

Function Security in Oracle Projects

Functions in Oracle Projects

Profile Options

Profile Options and Profile Option Categories Overview

Specify Profile Options

Descriptions of Profile Option Categories and Profile Options

Shared Profile Options

Profile Options for Integration With Other Products

Federal Financials

Fremont Corporation: Setting Up Profile Options

Implementation Options

Implementation Options in Oracle Projects

System Implementation Options

Currency Implementation Options

Project Setup Implementation Options

Staffing Implementation Options

Expenditures/Costing Implementation Options

Billing Implementation Options

Cross Charge

Internal Billing

Menus and Responsibilities

Predefined Menus and Responsibilities in Oracle Projects

HTML Responsibilities

Forms Responsibilities and Functions

Descriptive Flexfields

Descriptive Flexfields in Oracle Projects

Lookups

Oracle Projects Lookups

Extensible and User Lookups in Oracle Projects

AutoAccounting, the Account Generator, and Subledger Accounting

AutoAccounting in Oracle Projects

Overview of AutoAccounting

Implementing AutoAccounting

Defining AutoAccounting Rules

Selecting an Intermediate Value Source

Selecting a Segment Value Source

AutoAccounting Rules Window Reference

Defining a Lookup Set

Assigning Rules to Transactions

Enabling AutoAccounting Transactions

Assign AutoAccounting Rules Window Reference

AutoAccounting Functions

AutoAccounting Sample Implementation: Fremont Corporation

AutoAccounting and the Account Generator

AutoAccounting and Subledger Accounting

Overview of Subledger Accounting

Comparing AutoAccounting and Oracle Subledger Accounting

Index

Oracle Projects Implementation Guide

Contents