17/17
Index
A
account generator
budget integration
link
actuals
receiving
link
summarizing
link
viewing
link
adding page layouts
link
adjusting
budgets
link
overview
link
forecasts
link
overview
link
amount planning
setting up for workplans
link
amounts
budgets and forecasts
adjusting for
link
edit in Microsoft Excel
link
editing budgets, options
link
editing forecasts, options
link
entering for
link
approved budget forecast designations
link
approving forecasts
link
approving status reports
link
routing
link
attributes transferred
link
available funds calculation
link
B
baseline budgets and forecasts
link
baseline process, understanding
link
non-time-phased plan versions, rules for
link
prerequisites
link
baselines
creating for budgets
link
bottom-up resource planning
link
creating team roles
link
budget
project, maintaining
link
budget and commitments
link
budget and forecasts
plan settings
report quantity using
link
resource breakdown structure
link
budget and summarization periods
reconciling by GL period
link
reconciling by PA period
link
budget calculation extension
link
budget funds
controlling
link
Budget Funds Check Results window
link
budget integration
baseline
link
troubleshooting
link
bottom-up
baseline validations
link
budget journals, posting
link
budget journals, transferring to Oracle General Ledger
link
integration, defining
link
organization-level budget, defining
link
using
link
workflow
link
creating a budget baseline
troubleshooting
link
overriding the General Ledger account
link
overview
link link
bottom-up
link
procedures
link
top-down
link
prerequisites
link
Project Budget Account Generation Workflow
link
reviewing General Ledger account details
link
top-down
accounting for burden and total burdened cost encumbrances in Oracle Subledger Accounting
link
baseline validations
link
budget entry method
link
budget line accounts
link
budget line entry
link
budgetary control balances
link
budgetary controls
link
budgets, creating
link
burden cost encumbrance accounting
link
commitment transaction example
link
contract commitment, creating
link
contracts
link
encumbrances, creating
link
encumbrances, liquidating
link
example
link
GL funding budgets, defining
link
integration, defining
link
maintaining the project budget
link
prerequisites
link
same line burden cost encumbrance accounting
link
separate line burden cost encumbrance accounting
link
transaction processing
link
using
link link
workflow
link
year-end processing
link link
troubleshooting baseline failures
link
with Oracle Budget Execution Module
link
budget summary amounts
cost budget
link
revenue
link
budgetary and transaction validation
budgetary controls
link
budgetary control
balances
link
results messages
link
budgetary controls
link
available funds calculation
link
budget and encumbrance journals inquiry
link
budget definition strategies
link
Budget Funds Check Results window
link
budgetary and transaction validation
link
control levels
link
cross charge restriction
link
entering budget amounts
link
amount types
link
burden cost amounts
link
resources
link
expense reports
link
funds check
in Oracle Payables
link
in Oracle Projects
link
in Oracle Purchasing
link
funds check results
viewing
link
funds check rollup
link
in top down integration
link
maintaining balances
link
modifying
link
online funds checking
link
overview
link
prepayments
link
settings
link
control levels
link
time intervals
link
time intervals
link
Transaction Funds Check Results window
link
transactions
link
budgets
link
See budgets and forecasts
baseline
integrated budget
link
non-time-phased
link
budget integration
overview
link
Budget Lines window
link
budgetary controls
link
overview
link
controls
link
copying
actual amounts
link link
budget baselines
link
dates or periods
link
from earlier versions
link
from existing projects
link
from project templates
link
creating
controls
link
creating for budgetary controls and budget integration
budget entry
link
overview
link link
revising
link
drafts
entering
link
revising
link
baseline process
link
baseline, creating
link
deleting
link
submit process
link
submitting
link
integrating
bottom-up
link
bottom-up, using
link
overview
link
procedures
link
top-down
link
top-down, contracts
link
top-down, creating
link
top-down, using
link link
lines
entering
link
revising and deleting
link
maintaining
link link
period-phased
link
project level
creating
link
reviewing
account details
link
current and history
link
integrated budgets
link
revising
link
revising baseline budget
link
revising original budget
link
task level
creating
link
time-phased
link
viewing
amounts, calculated
link
budgets and forecasts
adjusting
link
overview
link
amounts
adjusting
link
adjusting, overview
link
calculating, overview
link
edit in Microsoft Excel
link
editing budgets, options
link
editing forecasts, options
link
entering
link
approving forecasts
link
baselines
baseline process, understanding
link
creating
link
creating for budgets
link
non-time-phased plan versions, rules for
link
prerequisites
link
budgets
cost, generating
link
cost, generating with workplan cost disabled
link
revenue, generating
link
budgets, generating
link
amounts, generating
link
amounts, mapping
link
budgets, regenerating
link
budgets, updating
link
overview
link
period types, determining
link
planning level, determining
link
sources, determining
link
building
budgets
link
forecasts
link
calculating
overview
link
calculation extension
link
change documents
including
link
including manually
link
viewing
link
copying
link
options
link
copying amounts within a project
link
between plan versions
link
copying from a project template or project
link
baseline plan versions
link
dates or periods
link
costs
planning for
link
currency settings
conversion attributes
link
transaction currencies, add
link
Deleted Versions
link
editing
link
Microsoft Excel, in
link
budgets, options for
link
forecasts, options for
link
planning elements
link
planning resources
link
tasks
link
entering amounts
link
forecasts
cost, generating
link
ETC calculation methods
link
revenue, generating
link
forecasts, generating
link
amounts, generating
link
forecast amounts, mapping
link
forecasts, regenerating
link
forecasts, updating
link
overview
link
planning level, determining
link
sources, determining
link
level of detail
link
planning levels, selecting
link
resources, categorizing by
link
time phases, selecting
link
lines
entering and editing
link
multiple currencies
currency settings
link
entering in
link
overview
link
period profiles
using
link
plan settings
amount entry options
link
approved budget forecast designations
link
currencies, multiple, enable entry in
link
display and reporting options
link
plan options
link
planning level, select a
link
report cost using
link
resource list, select a
link
rounding factor
link
time phase, select a
link
plan types
adding to a project
link
overview
link
plan versions
baseline process, understanding
link
baselines, creating
link
baselines, prerequisites
link
baselines, rules for
link
copying amounts within a project
link
copying baselines
link
creating
link
overview
link
submit process, understanding
link
submitting
link
planning elements
planning resources
link
selecting
link
tasks
link
planning levels
selecting
link
planning options
currency settings
link
defining
link link
generation options
link
Microsoft Excel options
link
plan settings
link
rate schedules
link
resources
categorizing by
link
revenue
planning for
link
security
link
spread curves
using
link
submitting
link
submit process, understanding
link
time phases
selecting
link
using
overview
link
versions, maintaining
link
any version
link
approved forecasts
link
budget baselines
link
working versions
link
viewing
link
plan types
link
versions, cost and revenue planned separately
link
versions, resource options
link
versions, task options
link
viewing workplan cost and effort
link
building budgets
link
building forecasts
link
C
calculating
budgets
overview
link
forecasts
overview
link
canceling change documents
link
canceling issues
link
case studies
change budget
link
change reporting period
link
custom reporting
link
GL period diagram
link
market analysis
link
reviewing amounts
link
summarizing amounts
link
change document
attributes
link
closing
link
creating
link
attaching documents and relating other items
link
copying existing issues and documents
link
creating and assigning actions
link
financial impact
defining
link
implementing
link
including
link
impacts
link
defining
link
implementing
link
financial impact
link
including
financial impact
link
managing
link
updating progress
link
viewing
link
numbering
link
ownership
changing
link
viewing
link
participation
link
resolving
link
canceling
link
closing
link
implementing
link
including change requests in change orders
link
resolving and closing actions
link
reworking
link
statuses
link
change documents
budgets and forecasts
including in
link
including manually in
link
viewing in
link
change management
attributes
link
impacts
link
numbering
link
change document
attaching documents and relating other items
link
canceling
link
closing
link
copying existing issues and documents
link
creating
link
creating and assigning actions
link
implementing
link
including change requests in change orders
link
managing
link
resolving
link
resolving and closing actions
link
reworking
link
updating progress
link
viewing
link
change document attributes
link
change document participation
link
change document statuses
link
financial impact
defining
link
implementing
link
including
link
impacts
link
defining
link
numbering
link
overview
link
change document attributes
link
change document participation
link
change document statuses
link
ownership
changing
link
viewing
link
participation
link
statuses
link
using
change documents, creating
link
change documents, managing
link
change documents, resolving
link
overview
link
changing change document ownership
link
changing issue ownership
link
clearing
project link
link
clearing
resource lists
link
closing change document actions
link
closing change documents
link
closing issue actions
link
commitments
budgetary controls
link
contract
budget integration
link
commitment
link
commitments
link
contract commitment
transaction
link
contract commitments
link
budget integration, top-down
link
contract projects
link
See reviewing invoices
control levels
link
copying
budgets
options
link
forecasts
options
link
copying budgets and forecasts
link
amounts within a project
link
between plan versions
link
from a project template or project
link
baseline plan versions
link
dates or periods
link
copying issues
link
copying issues and change documents
link
cost
defining for resource assignments
link
physical percent complete
link
task details
link
cost tracking
enabling for workplans
link
costs
Adjusting adjustments
for resource assignments
link
for resource assignments
link
planning in multicurrency for workplans
link
tracking for workplans
link
Create Task page
link
creating change documents
link
creating issues
link
creating views
link
See row sets
currencies
budgets and forecasts
entering in multiple
link
conversion attributes
budgets and forecasts
link
multiple
budgeting and forecasting in
link
budgets and forecast, settings
link
budgets and forecasts, entering in
link
transaction currencies, add
budgets and forecasts
link
currency factoring
link
currency settings
budgets and forecasts
defining for
link
conversion attributes
budgets and forecasts, for
link
transaction currencies, add
budgets and forecasts, for
link
current reporting period
link
D
data
protecting
link
dates
actual
link
baseline
link
defining for tasks
link
durations
link
estimated
link
scheduled
link
defining change document impacts
link
deleting tasks
link
deliverable impact
physical percent complete derivation method
link
deliverables
collecting progress
overview
link
roll up
link
managing progress for
link
physical percent complete
link link
dependencies
allowing only for lowest tasks
link
creating
link
defining
link
maintaining
link
document management
attaching
link
attachment categories
link
document repositories
link
editing
link
overview
link
using
link
downloading
resource lists
link
E
earned value
progress
link
task details
link
earned value management
earned value and progress
link
overview
link
editing budgets
options for
link
editing budgets and forecasts
link
Microsoft Excel, in
link
planning elements
link
planning resources
link
tasks
link
editing forecasts
options
link
effort
physical percent complete
link
task details
link
enabling program management
program management
link
encumbrance
link
exception details
link
See managing exceptions
exception reporting
programs
link
exceptions
link
See performance exceptions reporting
expense reports
budgetary controls
link
exporting summary amounts
spreadsheets
link
text files
link
F
factoring
link
See currency factoring
financial physical percent complete
deriving
link
rolling up
link link
transferring
link
financial structures
selecting progress options
link
font in Text5 column
link
forecasts
link
See budgets and forecasts
functions performed in
microsoft project
link
oracle projects
link
G
Gantt Chart
link link
Gantt display view
link
using for configurable page layouts
link
generating budgets
link
amounts
link
amounts, mapping
link
budgets, regenerating
link
budgets, updating
link
cost
link
overview
link
period types, determining
link
planning level, determining
link
revenue
link
sources
determining
link
generating forecasts
link
amounts
link
mapping
link
planning level
link
regenerate
link
update
link
cost
link
ETC calculation methods
link
overview
link
revenue
link
sources
determining
link
generation options
budgets and forecasts
selecting for
link
graphics
link
See illustrations
graphs
cost
link
earned value
link
profit
link
H
hierarchy view
link
I
impact
task status
link
implementing change documents
link
implementing financial impact of change documents
link
including change requests in change orders
link
including financial impact of change documents
link
integration
budget
bottom-up
link
top-down
link link link link
budgets
overview
link
Invoices window
link
See reviewing invoices
issue management
attributes
link
numbering
link
issue attributes
link
issue participation
link
issue statuses
link
issues
attaching documents and relating other items
link
canceling
link
copying existing
link
creating
link
creating and assigning actions
link
managing
link
resolving
link
resolving and closing actions
link
reworking
link
updating progress
link
viewing
link
numbering
link
overview
link
issue attributes
link
issue participation
link
issue statuses
link
ownership
changing
link
viewing
link
participation
link
statuses
link
using
issues, creating
link
issues, managing
link
issues, resolving
link
overview
link
issues
attributes
link
creating
link
attaching documents and relating other items
link
copying existing
link
creating and assigning actions
link
managing
link
resolving and closing actions
link
updating progress
link
viewing
link
numbering
link
ownership
changing
link
viewing
link
participation
link
resolving
link
canceling
link
reworking
link
statuses
link
L
lines
entering and editing
link
linked projects
editing
link
retaining links for
link
links
deleting
link
list of values
receiving from Oracle Projects
link
List of Values window
service types
link
list view
link
locking
link
M
maintaining
project budget
link
maintaining summary amounts
link
commitments
link
actual cost
link
actual revenue
link
budget and summarization periods
link
budget summary amounts
link
managing change documents
link
managing exceptions
link
managing issues
link
manual scoring
link
measures
link
See row sets
derived
link
fundamental
link
use measures
link
Microsoft Excel
budgets and forecasts
editing
link
Microsoft Excel options
budgets and forecasts
defining for
link
Microsoft Project
attaching a file to a workplan
link
Microsoft Project Integration
overview
link
multicurrency cost amount planning
defining for workplans
link
enabling for workplans
link
N
notifications
for published workplans
link
O
obsolete status reports
link
Oracle Budget Execution Module
budget integration
link
Oracle Projects
resource lists
link
sending new project data to
link
oracle projects
receiving information from
link
receiving progress information
link
receiving project information
link
sending new or revised budget data
link
sending progress information
link
Microsoft Project status date
link
task type setup
link
workplan setup
link
sending revised project data
link
sending revised project data to
link
overview
program management
link
overviews
budgets and forecasts
link
change management
link
change management, using
link
issue management
link
issue management, using
link
Microsoft Project Integration
link
performance management
link
project status inquiry
link
P
page layouts
using Gantt display view in
link
performance
link
See performance management
performance amounts
link
See performance data
performance data
adding page layouts
link
See also row sets
customizing display
link
personalization
link
See also row sets
row sets
link
performance exceptions reporting
manual scoring
link
overview
link
rules
link
sending notifications
link
performance management
overview
link
project performance reporting
link
reporting pack
link
performance measures
link
performance reports
link
See project performance reporting
performance rules
link
See rules
performance, analysis
link
See also performance dimensions
period profiles
using
link
periodic amounts
updating
link
personalization, page
link
personalization, region
link
See row sets
physical percent complete
deriving
cost
link
deliverable
link link
effort
link
methods
link
work quantity
link
rolling up
cost
link
duration
link
effort
link
manual
link
plan amounts
amount entry options
link
report cost using
link
report quantity using
link
rounding factor
link
plan options
link
plan settings
link
amount entry options
link
approved budget designations
link
budgets and forecasts
defining for
link
currencies, multiple, enable entry in
link
display and reporting options
link
plan options
link
report cost using
link
plan types
adding to a project
link
overview
link
viewing
link
plan versions
amounts
adjusting
link
edit in Microsoft Excel
link
editing budgets, options
link
editing forecasts, options
link
entering
link
baseline process, understanding
link
baselines
non-time-phased plan versions, rules for
link
prerequisites
link
baselines, creating
link
copying amounts within a project
plan version amounts
link
copying baselines
link
creating
link
maintaining
link
overview
link
submit process, understanding
link
submitting
link
viewing
resource options
link
task options
link
Versions, cost and revenue planned separately
link
planned quantity
defining for resource assignments
link
planning elements
planning resources
selecting
link
selecting
link
tasks
selecting
link
planning for cost
link
Planning for Cost and Revenue Impacts
link
planning for revenue
link
planning options
budgets and forecastsplanning optionsdefining
link
currency settings
conversion attributes
link
defining
link
transaction currencies, add
link
generation options
selecting
link
Microsoft Excel options
defining
link
plan settings
amount entry options
link
approved budget forecast designations
link
currencies, multiple, enable entry in
link
defining
link
display and reporting options
link
plan options
link
report cost using
link
report quantity using
link
resource breakdown structure
link
rounding factor
link
rate schedules
selecting
link
planning resource lists
selecting for workplans
link
planning resources
assigning to tasks
link
budgets and forecasts
selecting for
link
Potential Change Order report
generating
link
preferences
link
prepayments
budgetary controls
link
prerequisites
using microsoft project integration
link
processes
Refresh Transaction Summary Amounts
link
Update Project Summary Amounts
link link
processing
year-end
link
program
linking projects to
link
program financial information
rolling up
link
viewing
link
program hierarchy
creating
link
linking projects
link
using workplan versions
link
program information
rolling up
link
program management
creating and maintaining links
link
enabling program management
link
overview
link
viewing program information
link
program progress information
rolling up
link
program workplan information
rolling up
link
viewing
link
programs
exception reporting
link
progress
link
See project performance reporting
adjusting progress
approaches
link
attributes
link
backdating
link link
collecting
link
collecting actual costs
link
partially shared and non-shared structures
link
shared structures
link
collecting actual quantities
link
partially shared and non-shared structures
link
partially shared structures
link
collecting progress
approaches
link link
centralized entry
link
collaborative entry
link
deliverables
link link
resource assignments
link
tasks
link
workplans
link
correcting
link link
financial physical percent complete
link
managing progress
link
measures
earned value
link
overview
link
physical percent complete
link
reviewing progress
approaches
link
rolling up
link
rolling up progress
tasks
link
scheduling tool integration
link
selecting progress options
financial structures
link link
tasks
link link
workplan structures
link link
workplan replanning
link
project deliverables
associating deliverables to workplan tasks
link
copying deliverables
project creation
link
creating and managing
link
deleting deliverables
link
managing deliverable actions
link
overview
link
security
link
tracking progress
link
project encumbrance
link
project link
clearing
link
Project List page
program information
link
project performance inquiry
page personalization
link
See page layouts
periodic analysis
link
See performance, analysis
resource analysis
link
See performance, analysis
task analysis
link
See performance, analysis
project performance reporting
link
See also reporting pack
analysis pages
link
See performance, analysis
detailed amounts, viewing
commitments
link
events
link
expenditure items
link
displaying
using personalization
link
overview
link
See also project status inquiry
performance data
link
project, by
link
resource, by
link
task, by
link
time, by
link
project performance reporting
graphs
link
performance measures
link
project performance tracking
managing exceptions
link
project status
link
See project status inquiry
project status inquiry
link
actual costs
link
budget and commitments
link
case studies
link
commitments
link
See also reviewing summary amounts
currency factoring
link
events
revenue
link
See also Summarizing Commitments in Project Status Tracking, Implementing Commitments from External Systems
Oracle Payables
link
overview
link
Project Status window
link
project summary amounts
link
reviewing invoices
link
reviewing summary amounts
link
project status reporting
link
project summary amounts
link link
See also case studies
current reporting period
link
maintaining
link
summarizing by resource
link
to-date summary amounts
link
troubleshooting summary amounts
link
updating summary amounts
link
projects
managing progress for
link
reviewing resource usage on
link
protecting data
link
publish status reports
link
purging exceptions
link
See managing exceptions
R
rate schedules
budgets and forecasts
selecting for
link
selecting for workplans
link
rates
for resource assignments
link
Receive Actuals from Oracle Projects window
link
Receive Project from Oracle Projects
link
Receive Resource List from Oracle Projects window
link
receiving information from
oracle projects
link
Receiving Information from Microsoft Project
link
receiving progress information
from oracle projects
link
receiving project information
from oracle projects
link
reconciling budget and summarization periods
link
See budget and summarization periods
reporting
link
See performance management
reporting pack
link
reports and listings
status
link
resolving change document actions
link
resolving change documents
link
resolving issue actions
link
resolving issues
link
resource assignments
collecting progress
link
non-shared structures
link
shared structures
link
costs
link
creating
link
defining planned quantity and cost for
link
managing progress for
link
resource formats
defining
link
resource lists
changing after summarization
link
clearing
link
creating and maintaining
link
from Oracle Projects
link
viewing
link
resource planning
from the bottom up
link
from the top down
link
resource usage
reviewing
link
resources
reviewing project usage of
link
reviewing invoices
link
reviewing summary amounts
by project
link
by resources
link
by task
link
summarization errors
link
reworking change documents
link
reworking issues
link
row sets
link
rules
adding performance rules
link
adding scoring rules
link
S
scoring rules
link
See rules
security
budgets and forecasts
link
send new or revised budget data to
oracle projects
link
sending notifications
attaching report types
link
notification recipients
link
sending progress information to
oracle projects
link link link link
sending revised project data to
oracle projects
link link
service types
maintaining
link
spread curves
overview
using
link
spreadsheets
link
See exporting summary amounts
status
link
See project performance reporting
status reporting
link
status reporting options
link
status reports
approval routes
link
approve
link
creating
link
obsolete
link
publish
link
status reporting options
link
submit
link
updating
link
statuses
of workplans
link
submitting budgets and forecasts
link
submit process, understanding
link
summarizing by resource
link
changing resource list
link
precedence mapping
link
unclassified resource
link
synchronizing project data
link
T
task assignments
costs
adjusting by period
link
defining
link
task dependencies
link
See dependencies
Task Details page
link
task execution workflow
enabling at task level
link
task hierarchies
setting up
link
task types
selecting for tasks
link
tasks
assigning resources to
link
associating to other projects
link
associating to tasks in other projects
link
budgets and forecasts
selecting for
link
collecting progress
link
collecting progress for
link
controlling outline levels for
link
controlling the task outline level
link
copying
link
cost
link
creating
link link
dates
link
defining dependencies for
link
defining details of
link
defining planned quantity and cost for
link
deleting
link link
earned value
link
effort
link
indenting
link
maintaining resource assignments for
link
managing progress for
link
mapping
link
moving
link
outdenting
link
rolling up progress
examples
link
scheduling
link
selecting progress options
link
selecting task types for
link link
submitting for approval
link
task execution workflow
link
updating
link
team roles
creating for task-level resource assignments
link
text files
link
See exporting summary amounts
Text5 column
creating
link
time intervals
link
time phase
selecting for workplans
link
to-date summary amounts
current reporting period
link
period type
link
top-down resource planning
link
defining resource formats for
link
transaction
contract, commitment
link
Transaction Funds Check Results window
link
transactions
collecting
link
troubleshooting
budget baseline failures
integrated budgets
link
troubleshooting summary amounts
link
summarization log
link
update summary amounts report
link
U
update summary amounts
after conversion
link
Update Tasks page
link
updating change document progress
link
updating issue progress
link
updating summary amounts
link
using budgeting and forecasting
overview
link
using change management
link
Using Fiscal Calendar for Periodic Distribution
link
using issue management
link
using microsoft project integration
prerequisites
link
V
viewing budgets and forecasts
link
plan types
link
plan versions
cost and revenue planned separately
link
resource options
link
task options
link
workplan cost and effort
link
Viewing change document ownership
link
viewing change documents
link
viewing issue ownership
link
viewing issues
link
viewing program information
program management
link
Project List page
link
requirements for
link
W
window illustrations
Budget Lines
non-period-phased budgets
link
period-phased budgets
link
windows
List of Values
service types
link
Receive Actuals from Oracle Projects
link
Receive Project from Oracle Projects
link
Receive Resource List from Oracle Projects
link
work planning
integrating with product team
link
work quantity
physical percent complete
link
Workflow
Project Budget Account Generation
link
workplan
creating and updating
link
enabling
link
viewing cost and effort
link
workplan and progress management
overview of
link
workplan physical percent complete
rolling up
link
workplan statuses
link
workplan structure
setting up
link
workplan structures
selecting progress options
link
Workplan tasks
Deliverables
link
workplans
and planning resource lists
link
approving
link
collecting progress
link
collecting progress for
link
defining additional settings for
link
defining multicurrency cost planning for
link
deleting published versions of
link
designating baseline versions of
link
multicurrency cost planning for
link
publishing
link
selecting rate schedules for
link
setting up
link link
setting up amount planning for
link
using Gantt display view
link
versioning
link
viewing
link