This section contains the components in Oracle Project Management.
Feature Name | Component Name | Search Tags | Description |
---|---|---|---|
Change Management | Vrf_Implemented_Co | Include Change Documents | To verify the implemented change order in the budgets current working version |
Change Management | Crt_Change_Req_Cst_Rev_Sep | Create Change Request | To create change request for cost and revenue separate control item type and assign related items |
Change Management | Upd_Change_Order_Fin | Change Orders | To add More lines in financial impact by selecting the resource and the task |
Change Management | Crt_Change_Order | Create Change Order: BF-Change Order | To create change order |
Change Management | Implement_Change_Order | Implement Financial Impact | To implement change order |
Change Management | Crt_Cont_Item_Typ_BudgLns | SETUPCOMP, Create Control Item Type | To create control item type - change request or change order, when budget update method is ' edit budget lines ' |
Change Management | Crt_Cr_Prj_Cost_Rev_Same | Create Change Request | To create change request for cost and revenue same |
Change Management | Crt_Cont_ItmType_CstRev | SETUPCOMP, Create Control Item Type | To create control item type - change request or change order , when budget update method is ' cost and revenue planning ' |
Change Management | Create_ControlItem_Issue | SETUPCOMP, Create Control Item Type | To create control item type - issue |
Change Management | Upd_Change_Order_Status | Update Change Order Status | To update change order status |
Change Management | Upd_Change_Request_Status | Update Change Request Status | To update change request status |
Change Management | Vrf_Myactions_Controlitem | Project List | To Verify my Actions for Control Items |
Change Management | Crt_Action_For_Issue | Issue | Create Action for an Issue |
Change Management | Crt_Change_MGMT_Issue | Issue | To Create Control Issue for a Project |
Change Management | Take_Actions_ControlItem | Control Item | To Take Action for Control Items |
Change Management | Upd_Change_MGMT_Issue | Issue | To Update Control Issue |
Change Management | Upd_Issue_Status | Issue | To Update Status for an Issue |
Deliverable | Crt_Deliverable_To_Task_Prj | Create Deliverable | To create deliverable at task level in a project |
Deliverable | Associate_Deliverable_Task | Associate Deliverables | To associate deliverable to a task |
Deliverable | Verify_Po_Details_Prj | Update Deliverable Actions | To verify purchase order details in project after approving the purchase order in manufacturing responsibility. |
Deliverable | Crt_Deliverable_Type | SETUPCOMP, Create Deliverable Type | To create deliverable type |
Deliverable | Ent_Delv_Billing_Act_Detail | Update Deliverable Actions | To enter billing action details in project deliverable |
Deliverable | Crt_Deliverable_Action_PrjTemp | SETUPCOMP, Update Deliverable Actions | To create deliverables actions in project template |
Deliverable | Crt_Deliverable_ProjTemp | SETUPCOMP, Create Deliverable | To create deliverables in project template |
Deliverable | Init_Deliv_Proc_Action_Pjt | Task Details | To initiate procurement action of a deliverable |
Deliverable | Init_Deliv_Ship_Action_Pjt | Update Deliverable Actions | To initiate shipping section of a deliverable |
Deliverable | Init_Deliv_Billing_Action_Pjt | Update Deliverable Actions | To initiate billing action of a deliverable |
Deliverable | Vrf_Billing_Details | Update Deliverable Actions | To verifying billing details in project after the execution of billing action of the deliverable |
Deliverable | Vrf_Shipping_Details | Update Deliverable Actions | To verifying shipment details in project after executing the shipping action of a deliverable |
Deliverable | Crt_Deliv_Actn_To_Task_Prj | Update Deliverable Actions | To creating deliverables actions at task level in a project |
Deliverable | Verify_Receipt_Details_Prj | Update Deliverable Actions | To verifying receipt details in project after the execution of procurement action of deliverable in manufacturing |
Deliverable | Vrf_Requisition_Details_Prj | Update Deliverable Actions | To verifying requisition details in project after executing the procurement action of a deliverable |
Financial Plan | Add_Work_Qty_Task | Task Details | To adding work quantity to a task |
Financial Plan | Enter_Setup_Fin_Tasks | Update Financial Tasks | To verify ETC source and other setup details for the financial tasks |
Financial Plan | Gen_Finplan_From_Workplan | Edit Planning Options | To generating budget from workplan after verifying the generation options in financial plan type |
Financial Plan | Add_Fptype_Forecast_Revonly | Edit Planning Options | To add revenue only forecast plan type |
Financial Plan | Vrf_Cost_Forecast_Version | Edit Forecast | To verify cost forecast version values |
Financial Plan | Vrf_Revenue_Forecast_Version | Edit Forecast | To verify revenue forecast version values |
Financial Plan | Edit_Fbs_In_Prj_Template | Update Financial Breakdown Structure | To edit various details of an financial breakdown structure in a project template |
Financial Plan | Gen_Budget_From_Fin_Plan | Create Budget Version | To generate financial plan version with approved budget version as source, with budget profile as period profile and after verifying the generation options in financial plan type |
Financial Plan | Add_Finplantype_Pf_Cst_Rev_Sep | Edit Planning Options | To add financial plan type " primary forecast " - cost and revenue separate |
Financial Plan | Override_Finplan_Line_Rates | Update Budget Line Details | To perform override raw cost rate or burdened cost rate or bill rate |
Financial Plan | Vrf_Forecast_Cost_Task_Summary | View Forecast | To verify the cost values in the task summary page of a approved forecast version |
Financial Plan | Vrf_Forecast_Rev_Task_Summary | View Forecast | To verify the revenue values in the task summary page of a approved forecast version |
Financial Plan | Vrf_Forecast_Cost_Res_Summary | View Forecast | To verify the cost values in the resource summary page of a approved forecast version |
Financial Plan | Vrf_Forecast_Rev_Res_Summary | View Forecast | To verify the revenue values in the resource summary page of a forecast version for a PSVE structure |
Financial Plan | Vrf_Cost_Bud_TaskSummary | View Budget (Task Summary) | To verify the effort and cost of each task in task summary for a financial plan version |
Financial Plan | Vrf_Cost_Bud_RescSummary | View Budget (Resource Summary) | To verify the resource summary from the cost budget version |
Financial Plan | Vrf_Rev_Bud_TaskSummary | View Budget (Task Summary) | To verify the task summary from the revenue budget version |
Financial Plan | Vrf_Rev_Bud_RescSummary | View Budget (Resource Summary) | To verify the resource summary from the revenue budget version |
Financial Plan | Vrf_Revenue_Budget | Edit Forecast | To verify the revenue budget details in edit budget page |
Financial Plan | Vrf_Bud_Resource_Analysis | View Budget (Resource Analysis) | To verify the resource analysis summary from the revenue budget version |
Financial Plan | Vrf_Bud_Task_Analysis | View Budget (Task Analysis) | To verify the task analysis from the revenue budget version |
Financial Plan | Vrf_Cost_Budget | Edit Forecast | To verify the cost budget details in edit budget page |
Financial Plan | Gen_Init_Forecast_Version | Generate Forecast Amounts | To creation of a forecast plan version, generation the forecast and verifying the forecast totals for cost only or revenue only |
Financial Plan | Sub_Approve_Forecast_Version | Edit Forecast | To submit and approving a forecast version |
Financial Plan | Edit_Forecast_Lines_Temp | Edit Forecast Line | To edit forecast details for template |
Financial Plan | Edit_Forecast_Line_Details | Edit Forecast Line | To edit budget line details like quantity, cost, revenue |
Financial Plan | Add_Budget_Revenue | Planning Elements: Select Tasks | To add revenue to budget |
Financial Plan | Vrf_Forecast_Periodic_Amounts | Edit Forecast Line : Primary Forecast | To verify the periodic amounts in the edit forecast lines pages of budgets and forecasts |
Financial Plan | Edit_Budget_Lines_Temp | Edit Budget Line Window | To edit budget line details for project template |
Financial Plan | Verify_All_Measures | Performance Overview | To verify all measures table in the reporting tab |
Financial Plan | Add_Diff_Currency_Lines_Fp | Edit Budget Lines , Financial Plan lines | To adding another currency for an existing budget line |
Financial Plan | Add_Budget_Lines | Edit Budget | To add budget lines manually |
Financial Plan | Upd_Budget_Line_Details | Edit Budget | To update budget line details like budget dates, method, spread curve or basis |
Financial Plan | Edit_Budget_Line_Details | Edit Budget Line Window | To edit budget line details like quantity, cost, revenue |
Financial Plan | Vrf_Setup_Fin_Tasks | Task Details | To verify source and other setup details for the financial tasks |
Financial Plan | Vrf_Fin_Breakdown_Structure | Financial Tasks | To verify financial breakdown structure |
Financial Plan | Per_Bud_Details_Ressummary | View Budget (Resource Summary) | To personalize view budget: resource summary page |
Financial Plan | Per_Bud_Periodic_Analysis | View Budget (Periodic Analysis) | To personalize view budget: periodic analysis page |
Financial Plan | Vrf_Bud_Details_Ressummary | View Budget (Resource Summary) | To verify view budget: resource summary |
Financial Plan | Vrf_Bud_Details_Tasksummary | View Budget (Task Summary) | To verify view budget: task summary |
Financial Plan | Vrf_Bud_Periodic_Analysis | View Budget (Periodic Analysis) | To verify view budget: periodic analysis |
Financial Plan | Add_Fptype_Forecast_Costonly | Add Plan Type | To add cost only forecast plan type |
Financial Plan | Gen_Forecast_Version_Costonly | Create Forecast Version | To create forecast version for plan type which has 'cost only' and verify the availability of 'collect actual' in the LOV |
Financial Plan | Progress_Rollup_Fin_Plan | Financial Percent Complete | To verify progress roll up on the financial Plan after updating the % complete from work plan |
Financial Plan | Adj_Finplan_Line_Costrate_Prj | Adjust : Approved | To adjust Financial plan line cost rate in a project |
Financial Plan | Adj_Finplan_Line_Quantity_Prj | Adjust : Approved | To adjust financial plan line quantity in a project |
Financial Plan | Crt_Plan_Ver_Generate_Finplan | Edit Planning Options | To create financial Plan version and than generating financial plan from workplan as a source and verifying budget totals |
Financial Plan | Ref_Cost_Bill_Rates_Finplan | Edit Budget | To refresh cost and bill rates in financial plan lines of a project |
Financial Plan | Overide_Finplan_Ln_Rates_Prj | Update Budget Line Details | To override raw cost or burden cost or bill rate in project |
Financial Plan | Reset_Quantity_Finplan | Edit Budget | To reset the planned quantity of financial plan lines in a budget |
Financial Plan | Verify_Finplan_Ver_Lines | Maintain Version | To verify financial plan line details |
Financial Plan | Gen_Initial_Forecast_Version | Generate Forecast Amounts | To generate the initial forecast version with workplan as a source and verifying the forecast total effort |
Financial Plan | Set_FinancialTasks_Nav_PrjTemp | SETUPCOMP, Update Financial Breakdown Structure | To set financial tasks for PSVE structure navigation |
Financial Plan | Set_FinancialTasks_PrjTemp | Update Financial Breakdown Structure | To set financial tasks for PSVE structure |
Financial Plan | Add_Finplantype_Pf_Cst_Rev_To | Add Plan Type | To add financial plan type "primary forecast" - cost and revenue together |
Financial Plan | Crt_FinPlanType_Version1 | Create Budget Version | To create financial plan type version when cost and revenue are separate |
Financial Plan | Adjust_FinPlan_Line | Adjust: Capital Cost Budget | To adjust financial plan line of quantity or cost rate or burden rate or raw cost or burden cost in a project |
Financial Plan | Del_FinPlan_Line | Edit Budget | To delete a financial line |
Financial Plan | Ref_Cost_Bill_Rate_Finpln_Line | Edit Budget | To refresh cost and bill rate for a financial line |
Financial Plan | Vrf_Initial_Forecast_Version | Edit Forecast | To verifying the forecast lines details |
Financial Plan | Upd_Fp_Task_Setup_Linkprj | Update Financial Breakdown Structure | To collaborate progress entry for work quantity based task |
Financial Plan | Compare_Fin_Personalize_View | Personalize a Region - View | To create Personalized views in financial plan version to compare two financial plan versions |
Financial Plan | Compare_Finplan_Version | Edit Budget | To enter the comparing financial plan versions details header and verify the financial plan line details after selecting the personalized view created for comparing versions |
Financial Plan | Vrf_Periodic_Budget_Lines | Update Budget Line Details | To verify the quantity spread for a budget plan type version, option to delete a period line and distribute the quantity and amounts to the remaining periods and verification |
Financial Plan | Crt_Working_Copy_Budg | Maintain Budget Versions | To create a working copy of a budget from a existing version of a budget |
Financial Plan | BaseLine_FinPlanType_Version | Maintain Budget Versions | To baseline the version in the financial plan type 'approved budget' |
Financial Plan | Crt_FinPlanType_Version | Create Budget Version | To financial plan type- creation of financial plan type versions like approved budget version, primary forecast version |
Financial Plan | Upd_FBS_Information_PjTemp | SETUPCOMP, Financial Structure Information | To update financial structure information in template |
Financial Plan | Add_FinPlanType_CostRevSame | Add Plan Type | To add financial plan type- cost and revenue together in project |
Financial Plan | Add_FinPlanType_CostRev_Sep | Add Plan Type | To add financial plan type- cost and revenue separate in a project |
Financial Plan | FP_Add_Currency_PrjTemp | SETUPCOMP, Edit Planning Options | To add currency in the work plan page in currency settings section |
Financial Plan | Approve_FinPlanTyp_Version | Edit Planning Options | To approve the version in the financial plan type ' primary forecast ' |
Financial Plan | Set_Financial_Tasks_Prj | Set Financial Tasks | To set financial tasks for partially shared structures |
Financial Plan | View_FinPlanTyp_Versions | Budgets and Forecasts | To view the versions in the financial plan type |
Financial Plan | Add_Manual_FinPlan_Line | Edit Budget | To add a manual financial plan line in a project |
Financial Plan | Edit_FinPlan_Name_Prj | Edit Budget | To edit financial plan version name for a project |
Performance | Vrf_Per_Overview_TaskSummary | Task Summary | To verify performance overview page- task summary |
Performance | Run_Exception_Engine | Exceptions | To run exception engine - to submit concurrent program PRC: generate performance scores and notifications from self service page |
Performance | Vrf_Perf_Overview_ResSummary | Resource Summary | To verify performance overview page- resource summary |
Performance | Upd_Performance_Rules | Performance Rules | To associate performance rules to project |
Performance | Upd_Scoring_Rules | Key Performance Area Scoring Rules and Notification | To associate scoring rules to project |
Performance | Run_PJI_Pjp_Summarize_Incr | PRC: Update Project Performance Data | To run PRC: update project performance data |
Performance | Run_PJI_Fm_Summarize_Incr | PRC: Update Project and Resource Base Summaries | To run PRC: update project and resource base summaries |
Performance | Upd_WF_Status_Report | Oracle Workflow: Notifications | To verify work flow notifications- status report |
Performance | Run_Gen_Perf_Scor_Notif | Submit Request | To run PRC: generate performance scores and notifications |
Performance | Publish_Manual_Status_Report | Maintain Status Reports | To publish manual status report |
Performance | Create_Status_Report | Create Page Layout | To create status reports |
Performance | Vrf_KPA_Summary | Exceptions | To verify key performance area summary |
Performance | View_KPA_Summary | Exceptions | To view the ‘key performance area summary’ |
Performance | Vrf_Perf_Overview_Earned_Value | Performance Overview | To verify performance overview page- earned value |
Performance | Vrf_Perf_Overview_Cost | Performance Overview | To verify performance overview page - cost |
Performance | Vrf_Perf_Overview_Effort | Performance Overview | To verify performance overview page- effort |
Performance | Vrf_Perf_Overview_Financial | Performance Overview | To verify performance overview page- financial performance |
Performance | Vrf_Perf_Overview_Revenue | Performance Overview | To verify performance overview page - revenue |
Performance | Attach_StatusReport_Prj | Status Report Setup Details | To attach the status reports to project |
Performance | Create_Report_Type | SETUPCOMP, Create Report Type | To create manual and automatic report types |
Performance | Upd_Report_Type | Report Type | To Update Effective to Date for a Report Type |
Personalize | Per_Vrf_Fin_Task_Page | Personalize a Region – View | To personalize update financial task page |
Personalize | Per_Bud_Details_Tasksummary | View Budget (Task Summary) | To personalize budget details task summary |
Personalize | Per_Upd_Financial_Task_Page | Personalize a Region - Create View | To personalize update financial task page |
Personalize | Per_Edit_Forecast_Page | Personalize a Region - View | To personalize edit forecast page |
Personalize | Crt_Personlize_Task_Weightage | Personalize a Region - View | To create personalize view to include task weightage column in update tasks page |
Personalize | Per_Edit_Forecast_Line_Page | Personalize a Region - View | To personalize edit forecast page |
Personalize | Per_Edit_Budget_Line_Page | Personalize a Region - View | To personalize edit forecast page |
Personalize | Crt_Wp_Personlize_View_Wpcost | Personalize a Region - View | To create personalize view for view workplan cost page |
Personalize | Personlize_Fin_Task_Page | Personalize a Region - View | To personalize update financial task page |
Progress | Set_Fin_Phys_Percent_FinPlan | Financial Percent Complete | To update physical percentage complete for financial tasks |
Progress | Set_Fin_Phys_Percent_WorkPlan | Update Physical % From Workplan | To update physical percentage complete for financial tasks from work plan |
Progress | Vrf_Mass_Upd_Progress_Asgnmnts | Update Progress | To update the progress of mass assignments |
Progress | Vrf_Mass_Upd_Progress_Tasks | Update Progress | To verify planned, actual and ETC values in the tasks tab of mass update progress page and submitting the progress |
Progress | Submit_Collab_Deli_Progress | Update Deliverable Progress | To collaborate progress entry for a deliverable |
Progress | Submit_Collab_Assgn_Progress | Task Assignment Progress Details | To collaborative progress entry for an assignment |
Progress | Upd_ETC_ACT_Workplan | Update Task Progress Details | To update ETC and actual values of resources assigned to a task of the workplan |
Progress | Vrf_Fin_Percent_Complete | Financial Percent Complete | To verify the financial percent complete after applying it from workplan |
Progress | Vrf_Progress_Rollup | Tasks | To verify the rolled up progress in workplan progress view |
Progress | Vrf_WP_Task_Effort_Cost | Task Details | To verify the effort and cost values of a workplan tasks |
Progress | Vrf_WP_Task_Earned_Value | Tasks | To verify the earned values of workplan tasks |
Progress | Vrf_Act_Efft_Cost_Pub_Version | Tasks | To verify actual effort and cost on published version |
Project | Navigate_Proj_Home | Home | To navigate to project home page |
Project | Create_Project | Create Project: Select Source | To create a project |
Project | Search_Project | Search Projects | To search a project |
Project | Add_Project_To_Proj_Set | Project List | To Add Project to Project Set |
Project | Change_SSProject_Status | Change Status | To Change Project Status in Self Service Page |
Project | Crt_Project_Sets | Project Sets | To Create Project Sets |
Project | Upd_Other_Project_Setup_Pages | Structures | To Update Target and Transaction Dates for a Project |
Project | Upd_Project_Sets | Project Sets | To Update an Existing Project Set |
Project | Upd_SSProject_Dates | Home | To Update Target and Transaction Dates for a Project |
Project | Vrf_Project_List_Details | Project List | To Verify Project List Details |
Setups | Enable_Structure_Prj | Structures | To enable or change structure information in project |
Setups | Per_View_Upd_Tasks_Page_Prjtmp | Personalize a Region - View | To create a personalized view in update tasks page in project template |
Setups | Add_Opputunity_Value_Prj | Pipeline | To add opportunity value in a project |
Setups | Vrf_AdditionalInfo_Prjtmp | SETUPCOMP, Additional Information | To verify additional information in project template |
Setups | Add_Task_Weigh_Prjtmp | Update Tasks | To add task weight to a task before publishing from a project temp |
Setups | Crt_Peer_Child_Fp_Tasks | Update Financial Breakdown Structure | To create financial plan child tasks and peer tasks after the parent task has been created for a template from self service |
Setups | Add_Team_Members_Prj | SETUPCOMP, Team Members | To add team members |
Setups | Create_Reporting_Pack | SETUPCOMP, Reporting Pack | To create reporting pack |
Setups | Add_Manual_FP_Line_Budg_Temp | Edit Budget | To adding a manual financial plan line in a project for budget |
Setups | Add_Manual_FP_Line_Fore_Temp | Edit Budget | To adding a manual financial plan line in a project for forecast |
Setups | Crt_FinPlanType_Version_Temp | Create Budget Version | To create financial plan type versions like approved budget version, primary forecast version for project template |
Setups | Duplicate_Prj_Temp | Project Template | To duplicate project template |
Setups | Define_Forecasting_Options | Setup, Forecasting Options, SETUPCOMP | To define forecasting options |
Setups | Create_Gantt_Sections | Setup, Gantt Sections, SETUPCOMP | To create gantt sections |
Setups | Create_Proj_Intelligence_Setup | Setup, Project Intelligence Setup, SETUPCOMP | To create project intelligence setup |
Setups | Crt_Resrce_Brkdwn_Structures | Setup, Project Resource Breakdown Structures, SETUPCOMP | To create resource breakdown structure |
Setups | Create_Status_Lists | Setup, Status Lists D189, SETUPCOMP | To create status lists |
Setups | Crt_Proj_Status_Report_Sectns | Setup, Status Report Sections, SETUPCOMP | To create project status report sections |
Setups | Create_Task_Types | Setup, Task Types, SETUPCOMP | To create task types |
Setups | associate_Item_To_Project | Setup, Project Item associations, SETUPCOMP | To associate item to project |
Setups | Crt_Reporting_Status_Reports | Setup, Reporting Status Reports, SETUPCOMP | To create reporting status reports |
Setups | Crt_Performance_Page_Layouts | Setup, Reporting Performance Page Layouts, SETUPCOMP | To create performance page layouts |
Setups | Create_Proj_Status_Report_Rule | Setup, Status Report Reminder Rules, SETUPCOMP | To create project status report rule |
Setups | Def_Performance_Rules_Ranges | SETUPCOMP, Performance Rule Ranges | To define performance rule ranges |
Setups | Search_Performing_Rules | SETUPCOMP, Performance Rules | To search performance rules |
Setups | Upd_Funding_Priority_Status | Funding Priority | To update funding approval status in a project |
Setups | Crt_Classif_Categories_Hdr | SETUPCOMP, Class Categories and Codes | To define classification category header |
Setups | Create_Statuses_Phase | Statuses | To define statuses with status type 'phase' for a lifecycle |
Setups | Create_Lifecycle_Header | SETUPCOMP, Lifecycles | To create lifecycle - header |
Setups | Create_Lifecycle_Phases | SETUPCOMP, Lifecycle Phases | To create lifecycle phases |
Setups | Create_Period_Profile | SETUPCOMP, Period Profiles | To create period profile |
Setups | Set_Current_Planning_Period | Current Planning Period | To set current planning period in period profile |
Setups | Create_Financial_Plan_Type | SETUPCOMP, Financial Plan Types | To create financial plan types like approved budget, primary forecast, portfolio approved budget revenue ETC |
Setups | Vrf_Planning_Res_Template | SETUPCOMP, Project Template Setup | To verify planning resources in project template for the attached planning resource list |
Setups | Crt_Classif_Categories_Line | SETUPCOMP, Class Categories and Codes | To create classification category line |
Setups | Crt_RBS_Hierarchy_Freeze_Ln | SETUPCOMP, Update Working Version | To create multi level resource breakdown structure line and freezing the structure |
Setups | Create_Lifecycle_Phases_Line | SETUPCOMP, Update Lifecycle | To create life cycle phases line |
Setups | Create_Period_Profile_Ln | SETUPCOMP, Create Period Profile | To create period profile line |
Setups | Define_attribute_Value_Sets | SETUPCOMP, Maintain Value Sets | To define attribute value sets |
Setups | Search_attribute_Value_Sets | SETUPCOMP, Search attribute Values | To search attribute value sets |
Setups | Define_attribute_Values_Vs | SETUPCOMP, attribute Lines Values | To define attribute value for value sets |
Setups | Define_attribute_Groups | SETUPCOMP, attribute Groups | To define attribute groups |
Setups | Search_attribute_Groups | SETUPCOMP, Search | To search attribute groups |
Setups | Def_attributegroup_attributes | SETUPCOMP, attribute Group Value | To define attributes in attribute groups |
Setups | Define_attribute_Context | SETUPCOMP, attribute Context | To define attribute context |
Setups | Verify_User_Defined_att_Prj | User defined attributes | To verify the user defined attributes in the project pages |
Setups | Define_Custom_Measure | SETUPCOMP, Custom Measures | To define custom measure |
Setups | Define_Row_Sets | SETUPCOMP, Row Sets | To define row sets |
Setups | Create_View_Row_Set | Reporting | To create view using row set |
Setups | add_View_To_Overview_Page | Overview Page | To add view to overview page |
Setups | Def_attributecontext_Crtpage | attribute Contexts | To define page region for attribute context and add attribute group |
Setups | FP_add_Currency | Project Template Setup | To add currency in the work plan currency settings |
Setups | Indent_OutDent_WP_Tasks | Workplan | To indent and outdent work plan tasks |
Setups | Search_Project_Template | Project Templates | To search project template |
Setups | Create_Deliverable_Type | SETUPCOMP, Deliverables | To create deliverable |
Setups | add_FinPlan_Type_CstRevSep | Project Template Setup | To add financial plan type- cost and revenue separate |
Setups | add_FinPlan_Type_CstRevTog | SETUPCOMP, Financial Plan Types | To add financial plan type- cost and revenue together |
Setups | add_Quick_Entry | Quick Entry | To quick entry fields addition in template |
Setups | add_RBS_Setup | RBS Setup | To add resource breakdown structure in Project template |
Setups | add_Team_Members | Team Members , SETUPCOMP | To add team members |
Setups | Change_ProjectStatus | Basic Information, SETUPCOMP | To change the project template status |
Setups | Change_WorkPlan_View | Workplan | To change the view of the work plan from hierarchy, gantt and list |
Setups | Create_ProjectTemplate | Create Project Template | To create project template |
Setups | Create_ProjTemp_From_Project | Create Project Template: Details | To create project template from existing project |
Setups | Enable_Structures | Structures, SETUPCOMP | To enable structures |
Setups | Enter_Opportunity_Value | Opportunity Value | To enter opportunity value |
Setups | add_billing_acct_ProjTemp | Billing Accounts, SETUPCOMP | To add billing account to project template |
Setups | add_billing_Contacts | Billing Contacts | To add billing Contacts to billing accounts in project template |
Setups | add_Classification_ProjTemp | SETUPCOMP, Classification | To add classification to project template |
Setups | add_Prl_PlanningRes_Equ | SETUPCOMP, Planning Resource Lists | To add planning resources for the resource class 'Equipment' and for resource formats 'BOM Equipment - Organization', 'Project Non Labor Resource – Organization', 'Project Non Labor Resource – Organization' |
Setups | add_PRL_PlanningResc_Fin | Planning Resource Lists,SETUPCOMP | To add planning resources for the resource class 'Financial Elements' and for resource formats Financial Category, Financial Category - Supplier, Organization – Incurred by Resource, Financial Category – Organization – Incurred by Resource, Incurred by Resource |
Setups | add_PRL_PlanningResc_Mat | SETUPCOMP, Resource Format | To add planning resources for the resource class 'Material Items' and for resource formats 'Item', 'Item- Organization', 'Item Category', 'Item Category- Organization' |
Setups | add_PRL_PlanningResc_People | Planning Resource Lists,SETUPCOMP | To add planning resources for the resource class 'People' and for resource formats Named Person, 'BOM Labor - Organization', 'Job - Organization', 'Person Type- Organization', 'Financial Category - Organization', 'Person Type- Team Role', 'Job- Financial Category', 'Organization- Team Role', 'Supplier', ' Team Role', 'Job, Person Type- Financial Category', 'Named Person - Organization', 'Named Person - Team Role' |
Setups | add_PRL_ResourceFormats | Planning Resource Lists,SETUPCOMP | To add resource formats to the planning resource lists |
Setups | Create_Planning_Resource_List | Planning Resource Lists,SETUPCOMP | To create planning resource lists |
Setups | Set_Current_Reporting_Period | SETUPCOMP, Set Current Reporting Period | To set the current reporting period |
Setups | Upd_CandidateScore_Search | SETUPCOMP, Candidate Score Search | To update candidate score and search settings in a project template |
Setups | Upd_additional_Staffing_Info | SETUPCOMP, Additional Staffing Information | To update the additional staffing information in the project template |
Setups | Crt_RBS_Hierarchy_Freeze_Hdr | SETUPCOMP, Resource Breakdown Structures | To create multi level resource breakdown structure header and freezing the structure |
Setups | Update_ResourceClass_Setup | SETUPCOMP, Resource Classes | To update the resource class setup |
Setups | Upd_Spread_Curves | SETUPCOMP, Spread Curves | To update spread curves |
Setups | Define_KPa_Scoring_Rules | SETUPCOMP, Key Performance Area Scoring Rules | To define key performance areas scoring rules |
Setups | Define_KPa_Ranges | SETUPCOMP, Key Performance Area Ranges | To define key performance areas scoring rule ranges |
Setups | Search_Key_Perf_ara | SETUPCOMP, Search Key Performance Area | To search key performance areas scoring rules |
Setups | Define_Performance_Rules | SETUPCOMP, Performance Rules | To define performance rules |
Setups | Create_Spread_Curve | Spread Curves | To Create Spread Curve |
Workplan | Vrf_assgn_Same_as_Task | Assignment As Task Duration | To verify the details of the resource after the resource assignments and the option 'assignment same as Task duration' from resource update page in workplan version disabled or workplan which has not been published atleast for one time |
Workplan | adj_Qty_Workplan_Plan_Resource | Adjusting Task Quantity | To adjust the quantity of the tasks in workplan version disabled or workplan which has not been published atleast for one time |
Workplan | Vrf_Resources | Verify Resources | To verify the assigned resources of a child task from the parent task |
Workplan | Vrf_additional_Staffing_Info | Additional Staffing Information | To verify additional staffing information setup |
Workplan | Crt_Prj_assgn_TeamRole | Create Team Roles | To create project assignment using team role |
Workplan | apply_LatestProgress | Apply Latest Progress | To apply latest progress to the current working version |
Workplan | Copy_Workplan_Tasks | Update Tasks , SETUPCOMP | To copy workplan tasks |
Workplan | Create_Peer_Child_Tasks | SETUPCOMP, Create Tasks | To create workplan child tasks and peer tasks |
Workplan | Create_Workplan_Tasks | SETUPCOMP, Workplan Tasks | To create workplan parent task |
Workplan | Crt_Workplan_Resassgn_Vd | Add Resources To Workplan | To add resources to the tasks in the work plan before Publishing in Version Enabled Structure / To add resources to the tasks in the work plan in Version Disabled Structure for a Centrally controlled PRL |
Workplan | Crt_Workpln_Resasgn_aF_Publish | Resources To Workplan Publish | To add resources to the tasks in the work plan after Publishing in Version Enabled Structure for a Centrally controlled PRL |
Workplan | Delete_Workplan_Tasks | SETUPCOMP, Workplan Tasks | To delete workplan tasks |
Workplan | Move_Workplan_Tasks | SETUPCOMP, Workplan Tasks | To move workplan tasks |
Workplan | Publish_Workplan_Initial | Review And Publish Workplan | To publish the workplan for the first time |
Workplan | Run_Process_Updates | Run Process Updates | To run process updates of the work plan |
Workplan | Setup_PlanSettings | Plan Settings, SETUPCOMP | To setup workplan plan settings |
Workplan | Setup_Progress | SETUPCOMP, Setup Progress | To setup work plan progress |
Workplan | Workplan_add_Currency | SETUPCOMP, Additional Workplan Options : Plan Settings | To add workplan currency settings setup |
Workplan | Setup_WorkPlanInformation | Workplan Information , SETUPCOMP | To enter the workplan setup information |
Workplan | Change_Workplan_View_Prj | Workplan View | To change the view of the work plan from hierarchy, Gantt and List in a project (Project has version Enabled structure and WBS is not yet published). |
Workplan | Crt_WP_Task_Prj | Update Tasks , SETUPCOMP | To create workplan parent task (initial task) in a project which has version enabled structure |
Workplan | Crt_Peer_Child_Tasks_Prj | SETUPCOMP, Create Tasks | To create workplan child and peer tasks after the parent task has been created in a project (project has version enabled structure and work breakdown structure is not yet published). |
Workplan | Indent_Outdent_WP_Tasks_Prj | SETUPCOMP, Indent And Outdent | To indent and outdent workplan tasks in a project (project has version enabled structure and work breakdown structure is not yet published). |
Workplan | Move_Workplan_Tasks_Prj | SETUPCOMP, Move Workplan | To move workplan tasks in a project (project has version enabled structure and work breakdown structure is not yet published). |
Workplan | Crt_WP_Dependencies_Prj | Workplan Dependencies | To create task dependencies in a project (project has version enabled structure and work breakdown structure is not yet published). |
Workplan | Upd_WP_Task_Setup_Prj | SETUPCOMP, Update Workplan Task | To update workplan task setup in a project(project has version enabled structure and work breakdown structure is not yet published). |
Workplan | Upd_WP_Task_Setup_LinkProj | SETUPCOMP, Update Workplan Task Project | To update workplan task setup page to link projects in a task (project has version enabled structure with link program management enabled and work breakdown structure is not yet published) |
Workplan | Del_WP_Publish_Versions_Prj | Delete Workplan | To delete published workplan versions in a project (project has version enabled structure and work breakdown structure is published multiple times) |
Workplan | Publish_WP_Versions_Prj | Publish Workplan | To publish workplan versions in a project after the initial publish of work plan |
Workplan | add_Workplan_Currency | Add Workplan | To add more currencies to work plan -> currency settings |
Workplan | Crt_WP_Resassgn_PrjTemp | Update Tasks | To add resources to the tasks in the work plan before Publishing in Version Enabled Structure / To add resources to the tasks in the work plan in Version Disabled Structure for a Centrally controlled PRL |
Workplan | Crt_WP_Dependencies_PrjTemp | Create Workplan Dependencies | To create workplan task dependencies from a project template |
Workplan | Upd_FP_PlanSettings | SETUPCOMP, Update Plan Settings | To update plan Settings for budgeting & forecasting |
Workplan | Copy_External_Task | SETUPCOMP, External Task | To copy external tasks in workplan version disabled or workplan which has not been published atleast for one time |
Workplan | Set_Wp_Version_To_Baseline | Base Line Workplan Version | To set the workplan version as baseline for a published version |
Workplan | Upd_Mass_Update_Progress | Mass Update Progress | To update/enter progress through mass update progress page |
Workplan | add_Work_Qty_Task | Work Quantity Task | To add work quantity to a task |
Workplan | Enter_Dates_Wp_Scheduletab | Workplan Schedule Tab | To enter scheduled start date, scheduled finish date, early start date, early finish date, late start date, late finish date in the current working version |
Workplan | Vrf_Wp_Cost_Tasksummary | Task Summary | To verify work plan costs: task summary |
Workplan | Publish_Workplan_Second | Publish Workplan | To publish the workplan when published version exists |
Workplan | Upd_Planned_Qty_Res_ass | Planned Quantity | To update the planned quantity and Dates for a planning resource assigned to a workplan task |
Workplan | Vrf_Plan_Effort_Cost_Res_Tab | Planned Effort For Resources | To verify the planned effort and cost values of a task in resources tab of a workplan |
Workplan | adj_Res_ass_Wp | Workplan Resources | To adjust quantity or cost rate or burdened rate of resource assignments in the current working version of a workplan |
Workplan | Vrf_WP_Resource_analysis | Resource Analysis | To verify the resource analysis of selected resource in a current working version of the workplan |
Workplan | Vrf_WP_Task_analysis | Task Analysis | To verify the task analysis of a selected resource in a current working version of the workplan |
Workplan | add_Wq_Proj_Temp | Work Quantity | To add work quantity to a task in project template |
Workplan | Enter_Task_Weightage | Task Weightage | To enter task weightage for all the tasks in a update tasks page for a workplan in a project template |
Workplan | Map_Workplan_Fp_Tasks | Map Workplan | To map workplan tasks to financial plan tasks for a split mapped structured template |
Workplan | Vrf_Etc_Source_Task | Source Task | To verify the ETC source of tasks after creation of work breakdown structure in project template |
Workplan | Run_Process_Updates_Fp | Update Financial Breakdown Structure | To run process update from financial plan ss page upon making changes to the financial plan like; creation of new tasks or deletion of tasks |
Workplan | Vrf_Burdcost_Temp | Burdened Cost Template | To verify burdened cost of all tasks in project template work breakdown structure |
Workplan | Vrf_Modified_Workplan_amnts | Workplan Amounts | To verify modified plan amounts in current working version |
Workplan | Crt_Pln_Res_assg_To_Task | Add Single Planning Resource | To assign single planning resource to a task in a current working version of a workplan with non centrally controlled planning resource list attached. |
Workplan | Vrf_Plan_actual_Effort_Wp | Actual Effort | To verify planned and actual effort for all the tasks in update tasks page |
Workplan | Submit_Collab_Task_Progress | Collaborative Progress | To collaborative progress entry for workplan tasks |
Workplan | Submit_Wp_Progress | Update Task Progress Details | To progress entry using project super user |
Workplan | Link_Projects_Wp_Vd | Link Projects | To link projects or programs to an existing program for a workplan version disabled program |
Workplan | Run_Process_Updates_Wp | Process Updates | To run process update from workplan SS page upon making changes to workplan like: creation of new tasks or deletion of tasks or linking projects |
Workplan | Submit_Collab_Wq_Progress | Collaborative Progress | To collaborate progress entry for work quantity based task |
Workplan | Update_Workplan_Tasks | SETUPCOMP | To update workplan tasks |
Workplan | Vrf_Wp_Cost_View | Workplan Cost | To verify workplan cost view. |
Workplan | Vrf_Dates_Planned_Cost | Planned Cost | To verify the rolling up of scheduled dates of a program from the attached project or program and also the planned effort and cost values. |
Workplan | Vrf_Fin_Summary_From_Wp_Tasks | Resource assignment in workplan, Update resource assignment | To verification of the details of financial summary for a resource after the resource assignments in workplan version disabled E315or workplan which has not been published atleast for one time |
Workplan | Vrf_Wp_Progress_View | Workplan Progress | To verify workplan progress view. |
Workplan | Copy_External_Deliverable | External Deliverable | To copy external deliverable |
Workplan | Vrf_Workplan_Schedule_Tab | Workplan Progress, Task Details | To verify summary level effort and cost values in the schedule tab |
Workplan | Vrf_Progress_Physical_Percent | Physical Percent | To verify the progress details of physical percent complete in the workplan tab using personalized view. |
Workplan | add_Phase_Wp_Prj | Work Plan Phase | To add 'phase' to the work plan tasks in a project |
Workplan | Current_Working_Version | Current Working Version | To navigate to current working version |
Workplan | Wp_Progress_apply_Republish | Republish Workplan | To publish work plan's latest progress from version applied to working version and republishing the working version |
Workplan | Change_Wbs_Name | Work Breakdown Structure | To change the name of the work breakdown structure before publishing |
Workplan | Vrf_Wp_Cost_Resourcesummary | Resource Summary | To verify work plan costs: resource summary |
Workplan | Vrf_Wp_Cost_Periodicanalysis | Periodic Analysis | To view workplan costs: periodic analysis |
Workplan | Submit_Deliverable_Progress | Deliverable Progress | To submit progress for deliverable |
Workplan | Submit_Progress_Tasks | Update Task Progress Details | To submit progress for all the tasks |
Workplan | Submit_Workquantity_Progress | Work Quantity Progress | To submit progress for work quantity based task |
Workplan | Verify_Progress_Dates | Progress Dates | To verify the progress details of dates in the summary tab |
Workplan | Verify_Progress_Earnedvalue | Progress Earned Value | To verify the progress details of earned value in the summary tab |
Workplan | Verify_Progress_Effort_Cost | Progress Effort Cost | To verify the progress details of effort and cost in the summary tab |
Workplan | Del_Period_Line_Dist_Res_ass | Update Tasks | To delete and distribute periodic amounts for a resource assignment for version disabled workplan or unpublished work plan |
Workplan | Overide_Burd_Cost_Period_Line | Burdened Cost Period | To override the burdened cost rate of a periodic line of a resource assignment for version disabled workplan or un-published work plan |
Workplan | Ovride_Burdencost_Rate_Res_ass | Burdened Cost Rate | To override the burdened cost rate for a planning resource assigned to a task for version disabled workplan or unpublished work plan |
Workplan | Ovride_Raw_Cost_Rate_Res_ass | Override Cost Rate | To override the raw cost rate of a planning resource assigned to a task for version disabled work plan or unpublished work plan |
Workplan | Refresh_Cost_Rates_Res_ass | Refresh Cost Rates | To refresh cost rates for a resource assignment for version disabled workplan or not published work plan |
Workplan | Reset_Planned_Effort | Task Details | To reset the planned effort for a planning resource assigned to a task and verify the financial summary and periodic amounts for version disabled workplan or unpublished workplan |
Workplan | Update_Planned_Effort_Res_ass | Task Details | To update the planned effort for a planning resource assigned to a task or to reset the planned effort and verify for version disabled workplan or not published workplan. |
Workplan | Vrf_Cost_Periodic_amnt_Res_ass | Update Periodic Amounts | To verify periodic amounts of planning resource assigned to a task. |
Workplan | Verify_Cost_Resource_ass | Task Details | To verify raw cost or burden cost of planning resource assigned to a task for version disabled workplan or unpublished workplan. |
Workplan | Verify_Resource_ass_Details | Update Resource Assignment | To verify resource assignment details. |
Workplan | Vrf_Wbs_after_Indent_Outdent | Update Tasks | To verify work breakdown structure after indent or outdent of tasks |
Workplan | Del _Workplan_Tasks_Prj | SETUPCOMP, Update Tasks | To delete tasks in workplan for projects. |
Workplan | Nav_Proj_Workplan | Update Tasks | To navigate to workplan tab in project home. |
Workplan | add_Plandeffrt_In_Update_Tasks | Task Details | To enter planned effort for a task from update tasks page in workplan version disabled or for a workplan which has not been published atleast for one time |
Workplan | Vrf_Planning_Resources | Task Details | To verify planned effort for a task in workplan version disabled or workplan which has not been published atleast for one time |
Workplan | Ent_PlandEffort_In_TaskDetails | Task Details | To enter planned effort for a task and planning resource from task details page in workplan version disabled or for a workplan which has not been published atleast for one time. |
Workplan | Vrf_BurdenedCost_Update_Tasks | Task Details | To verify planned effort and planned cost (burdened cost) in update tasks page |
Workplan | Vrf_Effort_Cost_Sched_Tab | Task Details | To verify planned effort and cost in schedule tab |