Oracle Projects Command Center

This chapter covers the following topics:

Oracle Projects Command Center User Interface

Overview of the Projects Command Center

Costing Managers can use Oracle Projects Command Center to establish a programmatic strategy for tracking, monitoring, and controlling project costs. Projects Command Center contains key performance indicators of the project and enables you to view metrics, drill down into details, analyze deviations, and take appropriate and corrective measures as required. Project controls measure actual progress versus planned, and enables you to take corrective actions. Projects Command Center provides visibility to measures using, metrics, KPI's, charts, summarized data, and a detailed level view of data in the form of results sets.

Note: Oracle Projects Command Center dashboards do not consider sponsored projects (grants). In addition, only active projects are considered for display in ECC, and projects where users are an active project manager display on the dashboard. (Oracle Grants Accounting is a separate Oracle application that is not related to Oracle Enterprise Command Center).

The following dashboards are available for Project Costing using Oracle E-Business Suite Enterprise Command Center integration:

Note: The Oracle Projects application configuration and setup must be completed after the installation and common configurations are completed as described in My Oracle Support Knowledge Document 2495053.1, Installing Oracle Enterprise Command Center Framework. For additional ECC Overview information, see Overview of Oracle Enterprise Command Center Framework, Oracle E-Business Suite User's Guide.

Searching Enterprise Command Center Dashboards

Use the dashboard sidebar to refine (filter) the data on each dashboard. You can also Search using a keyword, value, or a specific record. The type-ahead feature suggests matches for your entry that correspond to the selected data set. When you submit a search, the search term is added to the Selected Refinements list, and the dashboard data is refined to include only records that match the search. You can add multiple refinements and remove any of them at any time. Using Saved Searches, you can create and save your searches and refer to them later. You can also edit and delete saved searches.

You can also search using Descriptive Flexfield (DFF) attributes. For a list of Oracle Projects Costing flexfields, refer to Configuring Descriptive Flexfields for Search.

Use an asterisk (*) or percent sign (%) to perform a partial keyword or record search that matches any string of zero or more characters. You can also use a question mark (?) to perform a partial search that matches any single character.

Additional Information: For additional information about searching and refining data in Oracle Enterprise Command Centers, see Search in Highlights of an Enterprise Command Center, Oracle E-Business Suite User's Guide.

Financial Flow Dashboard

The Financial Flow dashboard displays measures and metrics required to monitor a project's delivery, performance, and status on client invoices, receipts, vendor payments, and procurement status. Project Managers can monitor the cash flow on the project to ensure that there is no cash shortage that can cause delays in resource availability and vendor payments. The Financial Flow dashboard displays key metrics at the project level and for specific time periods that allow users to analyze cash trends and monitor cash flow against projects.

Based on your Role Based Access Control (RBAC) setup, navigate to the Projects Command Center:

As an example, from the Projects Super User responsibility, select Projects Command Center > Financial Flow (Tab)

Financial Flow Dashboard

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Component Description
Financial Position (summary bar) The Financial Position summary bar displays the following metrics:

  • Revenue Budget

    This metric displays the total value of the approved revenue budget that is defined for projects.

  • Invoiced

    This metric displays the total value of invoiced projects. Invoiced value can be specified for projects, tasks, and period.

  • Received

    This metric displays the total value of project receipts from Accounts Receivable. Received value can be specified for projects, tasks, and period.

  • Cost Budget

    This metric displays the total cost budget value. Cost budget value can be specified for projects, tasks, and period.

  • Actual Cost

    This metric displays the total value of the calculated actual cost for projects and are based on the following expenditure items that are processed for costing and accounting in Oracle Projects:

    • Supplier Invoices: Cost from processed supplier invoices through expenditure items.

    • Requisitions: Cost from requisition data received through expenditure items.

    • Purchase Orders: Cost from purchase orders integrated through expenditure items.

    • Other Expenses: Cost from additional recorded actual expenses through expenditure items.

    Actual cost value can also be specified for projects, tasks, and period.

  • Planned Revenue to Cost Gap

    This metric displays the calculated gap in value between the planned revenue budget and the planned cost budget based on specific project, task, and period criteria.

  • Receipts to Cost Gap

    This metric displays the calculated gap in value between the actual receipts and the actual cost based on specific project, task, and period criteria.
Cost-to-Collection Performance (summary bar) The Cost-to-Collection Performance summary bar displays the following metrics:

  • Billing Due Date Performance

    This metric displays the performance in terms of percentage by comparing the invoiced (billed) amount to the revenue budget for the selected period. This metric provides insight into how effectively the invoiced amount aligns with the revenue budget. Billing Performance Percent = (Invoiced Amount / Revenue Budget) * 100

  • Collection Due Date Performance

    This metric displays the performance in terms of percentage by comparing the receipts amount from Accounts Receivable (AR) to the invoiced (billed) amount for the selected period. This metric provides insight into how effectively the receipts amount aligns with the invoiced amount. Collection Performance Percent = (Receipts Amount / Invoiced Amount) * 100

  • Open Receivables

    This metric displays pending receipts from clients after invoicing through Projects Billing. It calculates the difference between the total invoiced value at Projects and the receipts value from Accounts Receivable (AR) for a specific context, such as Period, Project, or Task. Open Receivables = Total Invoiced Value (Projects) - Receipts Value (AR)

  • At Risk Receivables

    This metric displays the value of receipts that are at risk. This metric identifies potential risks associated with receipts that are yet to be received due to past due dates and disputes.

  • Cost Performance

    This metric displays cost performance in terms of the cost budget. This provides an insight into the efficiency of actual costs and how they align with the cost budget.

  • Open Commitments

    This metric displays the total value of purchase orders that are in an open status, indicating that neither goods or resources have been received at projects, and invoices from the vendor have not been processed. Open requisitions, open purchase orders, pending purchase receipts, supplier invoices that have not been processed and open other costs are included in Open Commitments.

  • Remaining Cost Budget

    This metric displays the total value of the cost budget that is not yet expended, and reflects available budget for additional expenses.
Payment-to-Collection Cycle (summary bar) The Payment-to-Collection Cycle summary bar displays the following metrics:

  • Payment-to-Collection Days

    This metric measures the time interval between initiating a payment to a vendor and receiving payment from the customer.

  • Procurement Cycle Days

    This metric measures the number of days between the purchase order approved date and the expenditure item date.

  • Project Execution Cycle Days

    This metric displays the total number of days between the revenue release date and the expenditure item date.

  • Billing Cycle Days

    This metric displays the total number of days between the revenue release date (indicating revenue recognition) and the invoice approved date (indicating billing).

  • Collection Cycle Days

    This metric displays the weighted average days between the invoice approved date (indicating bill submission) and the AR receipt date (indicating payment received from the customer) applied by the weightage for each of the expenditure items.

  • Average Vendor Due Days

    This metric displays the average time it takes to pay vendors from the date of resource order, accounting for various payment dates and PO line values.
Financial Position (tab layout) The Budget vs. Actuals chart displays a comparison between budgeted & actual values for revenue, receipts, cost budget, & actual cost.
The Receipts vs. Cost chart displays changes in receipts and expenditures over different periods, highlighting decreases and increases. The chart displays changes in value as bars that either rise or fall, indicating fluctuations in summarizing receipts and costs. Receipts are treated as positive values, while expenditures are represented as negative values.
You can also click the Options icon to export both charts as an image, or in a Comma-Separated Values (CSV) file format.
Payment-to-Collection Cycle (tab layout) The Payment vs. Collection Cycle Days chart displays the average number of days that cash for a project is utilized within each of the different process phases.
Click the Options icon to export the chart as an image, or in a Comma-Separated Values (CSV) file format.
Projects (tab layout) The Projects results table displays project level information based on attribute grouping. You can select the following attribute groups from the drop-down menu:

  • Details

  • Financial Position

  • Cost-to-Collection Performance

  • Open Commitments

  • Payment-to-Collection Cycle


Click the row level Options icon and then click the View action link to navigate to the Projects page to view and update project information.
Click the row level Options icon and then click the Supplier Analysis action link to navigate to the Supplier Analysis page to view and update supplier information.
Click the row level Options icon and then click the Item Analysis action link to navigate to the Item Analysis page to view and update item information.
Click the Options icon to Compare selected records and Export the data set to a Comma-Separated Values (CSV) file format.
Tasks (tab layout) The Tasks results table displays task level information based on attribute grouping. You can select the following attribute groups from the drop-down menu:

  • Financial Position

  • Open Commitments

  • Payment-to-Collection Cycle


Click the row level Options icon and then click the Supplier Analysis action link to navigate to the Supplier Analysis page to view and update supplier information.
Click the row level Options icon and then click the Item Analysis action link to navigate to the Item Analysis page to view and update item information.
Click the Options icon to Compare selected records and Export the data set to a Comma-Separated Values (CSV) file format.
Periods (tab layout) The Periods results table displays period detail information for projects based on attribute grouping. You can select the following attribute groups from the drop-down menu:

  • Financial Position

  • Cost-to-Collection Performance

  • Open Commitments


Click the Options icon to Compare selected records and Export the data set to a Comma-Separated Values (CSV) file format.

Costing Dashboard

The Costing dashboard displays the cost-related data for all projects (indirect, capital, and contract projects). Using available metrics, this dashboard provides information to the Project Manager, Costing Manager, and key project team members for managing the project costing and accounting process. The Costing dashboard displays data for up to twelve months as defined within profile options. You can also specify sequential data load which enables you to submit the program and process data for a specific operating unit, or for a set of operating units.

Based on your Role Based Access Control (RBAC) setup, navigate to the Projects Command Center:

As an example, from the Projects Super User responsibility: Projects Command Center > Costing (Tab)

Note: In addition to RBAC setup, you must add the menu entry in the responsibility they will use to access ECC dashboards. For example, Projects ECC Main Menu.

Costing Dashboard

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Component Description
Projects (summary bar)

Note: All metrics consider transactions within twelve months as defined within profile options. You can also specify sequential data load which enables you to submit the program and process data for a specific operating unit, or for a set of operating units.

The Projects summary bar displays the following metrics:

  • Project Functional Currency

    This metric displays the project functional currency for all metrics and data elements.

  • Current PA Period

    This metric displays the PA Period in which the ECC load was last run.

  • Current GL Period

    This metric displays the GL period corresponding to the current PA period.

  • Expenditure Budget

    This metric displays the costing budget for the project from beginning to completion. The latest baseline approved cost budget value is considered for this metric. This metric can be refined only at the project level and not at the task level.

  • Actual Cost

    This metric displays the total actual raw costs of projects.

  • Labor

    This metric displays the total of burdened cost for the project categorized as labor expenses. Based on the dashboard refinement, this value is calculated at the project, top-task, or leaf task level.

  • Nonlabor

    This metric displays the total of burdened cost for the project categorized as non-labor expenses. Based on the dashboard refinement, this value is calculated at the project, top-task, or leaf task level.
Cost (summary bar) The Cost summary bar displays the following metrics:

  • Open Purchase Requisitions

    This metric displays the total value of all open project-related requisitions. This metric considers approved requisitions that are not yet converted into purchase orders. This metric also includes partially converted requisitions.

  • Open Purchase Orders

    This metric displays the total value of all open project-related purchase orders. This metric considers approved purchase orders that are not yet received. This metric also includes partially received purchase orders.

  • Open Vendor Invoices

    This metric displays the total value of all validated vendor invoices. This metric considers all vendor invoices that are pending interface into projects.

  • Open Other Costs

    This metric displays the value of all transactions other than supplier invoices and purchase receipts that are not interfaced into Oracle Projects. This metric includes the transactions in the interface table that are pending to be interfaced.

  • Remaining Cost Budget

    This metric displays the value of the remaining cost budget as: Remaining Cost Budget = Cost Budget – (Open Purchase Requisitions + Open Purchase Orders + Open Vendor Invoices + Open Other Costs + Actuals).

    This also includes the PO Accrue at Receipts that are waiting to be interfaced to Projects.

  • Cost Overrun

    This metric displays tasks that have (Actual + Open Purchase Requisitions + Open Purchase Orders + Pending Purchase Receipts + Open Vendor Invoices + Open Other Costs) - Budget > 0.

  • Unprogressed Tasks

    This metric displays the number of tasks / period combination that have no actuals, open purchase requisitions, open purchase orders, pending PO receipts, open vendor invoices, or open other costs, with an available budget.

  • Cost Overrun Tasks

    This metric displays the number of tasks / period combination where the cost (Actual + Open Purchase Requisitions + Open Purchase Orders + Pending Purchase Receipts + Open Vendor Invoices + Open Other Costs) - Budget > 0.
Unprocessed (summary bar) The Unprocessed summary bar displays the following metrics:

  • Purchase Receipts

    This metric displays the total number of purchase receipts that are not interfaced into Oracle Projects.

  • Vendor Invoices

    This metric displays the total number of supplier invoices that are not interfaced into Oracle Projects.

  • Others

    This metric displays the total number of transactions in interface tables that are pending and not yet interfaced into Oracle Projects.

  • Unreleased

    This metric displays the number of transactions in Unreleased status. These transactions are created from a pre-approved batch in Oracle Projects. Unreleased transactions consider expenditures for statuses of Working and Submitted.

  • Uncosted

    This metric displays the number of un-costed transactions for the project that are released. However, they are not yet costed. These can include transactions incurred in Oracle Projects or included from external source systems. Uncosted transactions consider expenditures in statuses that include Released, Costing Exceptions, and Update Released.
Projects Accounting (summary bar) The Projects Accounting summary bar displays the following metrics:

  • Accountable Expenditures

    This metric displays the total value of accountable expenditures in Oracle Projects.

  • Unaccounted Expenditures

    This metric displays the value of total expenditures that are not accounted in Oracle Projects. This includes all expenditures that are costed and burden distributed. Uncosted transactions are excluded from this calculation.

  • Accounted Expenditures

    This metric displays the value of total expenditures that are in Accounted status in Oracle Projects.

  • Accounted Expenditures (SLA)

    This metric displays the value of total expenditures that are in Accounted status in SLA.

  • Accounted Expenditures (GL)

    This metric displays the value of total expenditures that are in Posted status in GL.
Status - Classification (tab layout) The Transaction Sources chart displays raw and burdened costs by transaction source. Projects is the source used for transactions that are created through pre-approved batches and are cost distributed. Click the Options icon to select Dimensions to display this chart by:

  • Transaction Source

  • Project Number

  • Task Number

  • Top Task Number

  • Expenditure Type Class



The Expenditure Type Class chart displays total burdened cost by expenditure type class, and reflects the raw and burden costs. You can click on an Expenditure Type Class to view the expenditure category level. If you filter by a specific expenditure category, then all expenditure types belonging to that category display. Click the Options icon to select Dimensions to display this chart by:

  • Expenditure Type Class

  • Expenditure Category

  • Expenditure Type


You can also click the Options icon to export both charts as an image or in a Comma-Separated Values (CSV) file format.
Status - Cost (tab layout) The Planned vs. Actual chart displays a comparison between the planned cost and the actual cost amount.
The Cost Progress chart displays the components that are available under the Cost summary bar. This stacked bar chart displays data with Period as the default dimension. You can click the Cost Progress Options ellipses and change the dimension to Project Number, Task Number, or Category.
Status - Unprocessed (tab layout) The Pending Import chart displays the number of transactions for P2P sources and OTL transactions. Transactions from seeded transaction sources that include Inventory and Inventory Misc are also included. Transactions are in approved status and ready to be transferred to Oracle Projects. You can click on a Transaction Source to view the transaction category level. If you filter by a specific transaction source category, then all source types belonging to that category display.
Click the Options icon to select Dimensions to display this chart by:

  • Transaction Source

  • Project Name

  • Task Name

Note: Because these transactions are not yet transferred to Oracle Projects, and in some cases they transfer to Oracle projects as uncosted, this chart displays the number of transactions (not the cost amounts).


The Precosting chart displays the number of transactions in Oracle Projects that are not costed. This chart displays data for expenditures in unreleased status (Submitted, Working), uncosted status (Released, Update Released, Approved) and Costing Exceptions.
Click the Options icon to select Dimensions to display this chart by:

  • Project Name

  • Task Number

  • Costing Status

  • Top Task Name

  • Expenditure Type Class
Status - Projects Accounting (tab layout) The Accounting Progress bar chart displays a periodic summary of the periods that are in contention (9 periods). The chart depicts the overall value of the transactions and their current state.
The top line represents the total value of expenditures that are available in projects going through the accounting journey to GL.
Summary - Projects (tab layout) The Projects results table is an aggregated table dependent on the Overview results table, and displays attributes pertaining to projects.
Summary - Tasks (tab layout) The Tasks results table displays detailed attributes pertaining to tasks within a project.
Summary - Cost Budget (tab layout) The Cost Budget results table displays detailed attributes pertaining to budgeted costs for all projects.
The View Budget action link displays the Budget form or the Financial Plan Self Service page depending on where the budget is defined for the project. You must enter the Project & Budget Type details in the opened Budget form to view and edit budgets. Users must have access to the Budgets function to edit the budget using this action.
You can view attributes by:

  • Progress

  • Task Details


Click the View Project row action link to navigate to the Project Overview page where you can view and edit the project. Users must have access to the Projects function to edit the project using this action.
Click the Options icon to Export the data set.
Summary - Account Analysis (tab layout) The Project Account Details and GL Account Details tables display accounting segments and related attributes that are impacted from a costing perspective. The tables reflect data according to the definitions of periods and the projects that are considered in the costing dashboard.
In the Project Account Details and GL Account Details headers, you can click the Aggregated Table and Pivot Table icons to switch between the aggregated table views and pivot table views.
Transactions - Overview (tab layout) The Overview results table displays attributes pertaining to project transaction details. Details are available for each transaction on the project. You can view attributes by:

  • Transaction Status

  • Accounting Details

  • Billing Details

  • Burden Details

  • Document Details

  • Expenditure Details

  • Costs

  • Expenditure Item Additional Details


In the table header, you can click the Options icon and perform the following actions:

  • Download - export the data set

  • Compare - compare selected records

  • Recalculate Raw Cost

  • Recalculate Burden Cost

  • Recalculate Cost and Revenue

  • View Supplier Invoices

    Note: This action navigates to the Oracle Payables Command Center, Supplier Balance dashboard and displays details of the selected invoices. This option is available when the Invoice Number field displays a value for the selected row(s) in the Document Details view.


You can also select the following row level actions from the selected row Options link:

  • Update Expenditure - navigates to the Expenditure Overview page to view complete expenditure details.

  • Supplier Analysis - navigates to the Supplier Analysis dashboard. This action is enabled only when the supplier is available on the Expenditure Item.

  • Item Analysis - navigates to the Item Analysis dashboard. This action is enabled only when the item is available on the Expenditure Item.

  • Perform Account Analysis in GL - This action launches the General Ledger dashboard within a drawer by setting the minimum required fields as refinements when the dashboard is launched.

  • Undo Accounting - reverse accounting for transactions selected in that row.


You can also click the Options icon to Compare selected records and Export the data set.

Note: Users can create their own Request Sets to configure load programs based on their requirements in order to maintain synchronization of data between two dashboards under different command centers.
Transactions - Unprocessed (tab layout) The Unprocessed results table displays attributes pertaining to project transactions that are in Pending at Source status. This table contains data from both P2P sources and OTL transactions in Oracle Projects. P2P sources include documents that are in approved status, and data from the transaction interface table. Transactions from seeded transaction sources that include Inventory and Inventory Misc are also included. You can view attributes by:

  • Expenditure Details

  • Document Details

  • Document Source

  • Costing Details


In the table header, click the Options icon to View Supplier Invoices.

Note: When you click the Options icon and select View Supplier Invoices, this action navigates to the Oracle Payables Command Center, Supplier Balance dashboard and displays details of the selected invoices. This option is available when the Invoice Number field displays a value for the selected row(s) in the Document Details view.


You can also click the Options icon to Compare selected records and Export the data set.

Capital Dashboard

Use the Capital dashboard to view cost and capital-related data for capital projects. Using available EV measures and metrics, this dashboard provides information to the Project Manager, Costing Manager and key project team members for managing the project costing, accounting, and capitalization-related processes. The Capital dashboard displays data for up to twelve months as defined within profile options. You can also specify sequential data load which enables you to submit the program and process data for a specific operating unit, or for a set of operating units.

Note: Based on the project setup for capital projects for calculating CIP on raw cost and burdened cost, this dashboard displays values for metrics, charts, and other components accordingly. For Example, if the CIP Cost Type value is Raw for a project, then the Capital Dashboard considers raw cost defined on the expenditure budget, and vice versa.

Based on your Role Based Access Control (RBAC) setup, navigate to the Projects Command Center:

As an example, from the Projects Super User responsibility: Projects Command Center > Capital (Tab)

Capital Dashboard

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Component Description
Projects (summary bar)

Note: All metrics consider transactions within twelve months as defined within profile options. You can also specify sequential data load which enables you to submit the program and process data for a specific operating unit, or for a set of operating units.

The Projects summary bar displays the following metrics:

  • Project Functional Currency

    This metric displays the project functional currency for all metrics and data elements.

  • Project Expenditure Budget

    This metric displays the costing budget for the project from beginning to completion. The latest baseline approved cost budget value is considered for this metric.

  • Planned Capitalizable Costs

    This metric displays the total of budgeted costed expenditures on the project categorized as capitalizable. You can refine this metric only at the project level.

  • Planned Noncapitalizable Costs

    This metric displays the total of budgeted costed expenditures on the project categorized as non-capitalizable. You can refine this metric only at the project level.

  • Actual Capitalizable Costs

    This metric displays the total of actual costed expenditures on the project categorized as capitalizable.

  • Actual Noncapitalizable Costs

    This metric displays the total of actual costed expenditures on the project categorized as non-capitalizable.

  • Capitalized Costs

    This metric displays the value of capitalizable expenditures which are successfully capitalized.
Transactions (summary bar) The Transactions summary bar displays the following metrics:

  • Total Expenditures (Raw)

    This metric displays total expenditures charged on the project. Raw cost is considered for this metric. Based on the dashboard refinement, this value is calculated at the project, top-task, or leaf task level.

  • Total Expenditures (Burdened)

    This metric displays total expenditures charged on the project. Burdened cost is considered for this metric. Based on the dashboard refinement, this value is calculated at the project, top-task, or leaf task level.

  • Pending Import

    This metric displays the number of transactions in the Oracle interface table that have not been transferred to Oracle Projects.

    Note: Any transaction that is entered in the Review Transactions page or inserted into the interface tables with proper WHO columns using scripts display in this metric. LAST_UPDATE_DATE is the WHO column being referred to here. The project details and task details must be correct to display results on the dashboard.

  • Unreleased Transactions

    This metric displays the number of transactions in Unreleased status. These transactions are created from a pre-approved batch in Oracle Projects. Unreleased transactions consider expenditures for statuses of Working and Submitted.

  • Uncosted Transactions

    This metric displays the number of un-costed transactions for the project that are released. However, they are not yet costed. These can include transactions incurred in Oracle Projects or included from external source systems.
Projects Accounting (summary bar) The Projects Accounting summary bar displays the following metrics:

  • Current PA Period

    This metric displays the latest PA Period in which the ECC load was last run.

  • Current GL Period

    This metric displays the open GL period corresponding to the latest open PA period.

  • Accountable Expenditures

    This metric displays the value of total expenditures ready for final accounting but have not yet been transferred to GL in Oracle Projects.

  • Unaccounted Expenditures Value

    This metric displays the value of total expenditures that are not accounted in Oracle Projects. This includes all expenditures that are costed and burden distributed. Uncosted transactions are excluded from this calculation.

  • Accounted Expenditures (Projects)

    This metric displays the value of total expenditures that are in Final Accounted status in Oracle Projects

  • Accounted Expenditures (SLA)

    This metric displays the value of total expenditures that are in Final Accounted status in SLA.

  • Accounted Expenditures (GL)

    This metric displays the value of total expenditures that are in Final Accounted status in GL.
CIP (summary bar) The CIP summary bar displays the following metrics:

  • CIP Costs

    This metric displays the value of capitalizable expenditures that are not capitalized. You can refine this metric only at the project level.

  • Pending Final Accounting

    This metric displays the total cost of transactions that are in Pending Final Accounting status. The value of this metric is dependent on the Enable Accounting for Total Burden Cost and CIP Cost Type setup.

    Enable Accounting for Total Burden Cost determines whether the burdened cost is considered for transfer to GL or only raw cost is transferred to GL.

    The application determines if asset capitalization is based on raw cost or burdened cost based on the value for the CIP Cost Type (Raw or Burden).

    If you set CIP Cost Type to Raw irrespective of the value for Enable Accounting for Total Burden Cost then raw cost is considered for asset capitalization.

    If you set CIP Cost Type to Burden and set Enable Accounting for Total Burden Cost to Yes, then burdened cost is considered for asset capitalization.

    If you set CIP Cost Type to Burden and set Enable Accounting for Total Burden Cost to No, then raw cost is considered for asset capitalization.

  • Pending Asset Lines Generation

    This metric displays the total cost of transactions where assets are assigned. However, asset lines are not yet generated.

  • Cost of Unassigned Asset Lines

    This metric displays the total cost of transactions where assets are not assigned.

  • Cost of Asset Lines Pending Interface

    This metric displays the total cost of accounted transactions that are not yet capitalized and transferred to Fixed Assets.

  • Cost of Rejected Asset Lines

    This metric displays the total cost of transactions where the transfer to Fixed Assets failed due to one or more reasons, and requires a fix before transferring to Assets.
Assets (summary bar) The Assets summary bar displays the following metrics:

  • Defined Assets

    This metric displays the number of assets defined in the application.

  • In-Progress Assets (Estimated)

    This metric displays the number of assets in Estimated status.

  • Assets Ready to Capitalize (As Built)

    This metric displays the number of assets in As-Built status.

  • Capitalized Assets (Assets Posted in FA)

    This metric displays the number of assets capitalized, transferred, and posted to Oracle Assets.

  • Assets Retired in FA

    This metric displays the number of assets in Fixed Assets that are in Retired status. Additional costs cannot be transferred into Fixed Assets for these assets.
Status (tab layout)
Classification (tab)		 The Transaction Sources chart displays raw and burdened costs by transaction source. Projects is the source used for transactions that are created through pre-approved batches and are cost distributed. Click the Options icon to select Dimensions to display this chart by:

  • Transaction Source

  • Project Number

  • Task Number

  • Top Task Number

  • Expenditure Type Class



The Expenditure Type Class chart displays total burdened cost by expenditure type class, and reflects the raw and burden costs. You can click on an Expenditure Type Class to view the expenditure category level. If you filter by a specific expenditure category, then all expenditure types belonging to that category display. Click the Options icon to select Dimensions to display this chart by:

  • Expenditure Type Class

  • Expenditure Category

  • Expenditure Type


You can also click the Options icon to export both charts as an image or in a Comma-Separated Values (CSV) file format.
Status (tab layout)
Cost (tab)		 The Planned vs. Actual chart displays a comparison between the planned cost and the actual cost amount.
The Cost Progress chart displays the progress in different categories against the budget.

Note: The charts are restricted to only capital projects.
Status (tab layout)
Unprocessed (tab)		 The Pending Import chart displays the number of transactions for P2P sources and OTL transactions. Transactions from seeded transaction sources that include Inventory and Inventory Misc are also included. Transactions are in approved status and ready to be transferred to Oracle Projects. You can click on a Transaction Source to view the transaction category level. If you filter by a specific transaction source category, then all source types belonging to that category display.
Click the Options icon to select Dimensions to display this chart by:

  • Transaction Source

  • Project Name

  • Task Name

Note: Because these transactions are not yet transferred to Oracle Projects, and in some cases they transfer to Oracle projects as uncosted, this chart displays the number of transactions (not the cost amounts).


The PreCosting chart displays the number of transactions in Oracle Projects that are not costed. This chart displays data for expenditures in unreleased status (Submitted, Working), uncosted status (Released, Update Released, Approved) and Costing Exceptions.
Click the Options icon to select Dimensions to display this chart by:

  • Project Name

  • Task Number

  • Costing Status

  • Top Task Name

  • Expenditure Type Class
Status (tab layout)
Projects Accounting (tab)		 The Accounting chart displays the number of transactions in Oracle Projects that are accounted but held up while transferring these costs to Oracle General Ledger. This chart displays data for expenditures that are accounted in Projects, Accounting, GL, and accounted exceptions when transferring to GL. You can select dimensions to cascade this chart by accounting status, to project number, and to task number. You can also change the axis of this chart from the number of transactions by transaction ID to raw cost.
The Post-Project Accounting chart displays the cost of transactions accounted in Oracle Projects, SLA or GL. You can change the axis of this chart from the number of transactions to cost. You can also select dimensions to view and sort this chart by project SLA accounting status or SLA GL accounting status. Project SLA accounting status displays the total amount of expenditures transferred to SLA, but not transferred to SLA from Oracle Projects. The total in this case is all transactions that are accounted in Oracle Projects.
For SLA GL Accounting Status, the chart changes the values to Interfaced to GL and Pending Interface to GL. The total for this chart represents all transactions that are successfully accounted in SLA.
Status (tab layout)
Capitalize (tab)		 The Capitalizable vs. Noncapitalizable chart displays the overall non-capitalizable cost, capitalizable cost, and capitalizable capitalized costs. You can select dimensions to view and sort this chart by project name, task name, actual capitalizable costs, capitalized costs, or actual non-capitalizable costs.
The CIP Transactions chart displays overall distribution of CIP costs. You can select dimensions to view and sort this chart by project name, task name, uncosted transactions, cost of rejected asset lines, cost of unassigned asset lines, or costed transactions.
Status (tab layout)
Assets (tab)		 The Asset Cost Distribution chart displays asset type distribution of capitalized costs. You can select dimensions to view and sort this chart by project name, asset name, or capitalized cost.
Summary (tab layout)
Projects (tab)		 The Projects results table displays attributes pertaining to projects.
Summary (tab layout)
Tasks (tab)		 The Tasks results table displays attributes pertaining to lowest level tasks for projects.

Note: Please note the following:

  1. Asset Assignment Exists (Column) - This column determines whether the asset is assigned at the top task, lowest task, or project level. In case there is no asset assigned, the column displays a value of Missing. For common cost, the value displays Common Cost in this column.

  2. Planned Capitalizable and Planned Non-Capitalizable columns of the result table populate data only for budgets defined at the lowest task level (expenditure task table being the summary of chargeable tasks). For budgets defined at the project and task levels, these fields cannot be calculated and will display null values.
Summary (tab layout)
Assets (tab)		 The Assets results table displays attributes pertaining to assets and associated projects. From the drop-down menu, you can select to view results table summary information by:

  • Costs

  • Asset Details

  • Asset Planning

  • Asset Status


You can click the row level Options icon and then click the View/Assign Asset action link to open the Assets window to assign assets. Click the Reverse Asset action link to mark the asset for reversal.
You can also click the Options icon in the table header to take the following actions for selected records:

  • Export the data set

  • Compare

  • Place Capital Hold

  • Release Capital Hold

  • View Fixed Asset Cost - Navigates to the Fixed Assets, Asset Cost dashboard to view complete details of the Assets booked on Projects. This is an integration between Oracle Projects Capital and Fixed Assets Dashboards to help eligible customers view detailed information of assets.

Conditional Action: If the View/Assign Asset and Reverse Asset actions do not automatically default or query the selected values when opening the Capital Projects and Assets forms, and an error displays that the query did not retrieve any records, then you must enter the query criteria manually and search for the records.

Note: Users can create their own Request Sets to configure load programs based on their requirements in order to maintain synchronization of data between two dashboards under different command centers.
Summary (tab layout)
Cost Budget (tab)		 The Cost Budget results table displays project task summary information at the Project, Task, Top Task, and Budget Task levels. From the drop-down menu, you can select to view results table summary information by:

  • Progress

  • Task Details


Click View Budget row action to navigate to the Budgets form to view and update budget details. You must enter the Project & Budget Type details in the opened Budget form to view and edit budgets. Click the View Project action to navigate to the Projects Home page to view and update project details. You can also click the Options icon to Compare selected records or Export the data set.
Transactions (tab layout)
Overview (tab)		 The Overview results table displays detailed attributes pertaining to each transaction on the project. You can select the Update Expenditure link to navigate to the Expenditure Overview page and view complete details of expenditures.
You can select values from the drop-down menu to view attributes by:

  • Transaction Status

  • Accounting Details

  • Burden Details

  • Document Details

  • Expenditure Details

  • Costs

  • Expenditure Item Additional Details


You can also select the Options icon to take actions for selected records that include:

  • Export the data set

  • Compare

  • Recalculate Raw Cost - Marks the expenditure for recalculation of raw cost

  • Recalculate Burden Cost - Marks the expenditure for recalculation of burden cost

  • Capitalizable - Marks the expenditure as capitalizable

  • Noncapitalizable - Marks the expenditure as noncapitalizable

  • View Supplier Invoices - Navigates to the Accounts Payable Command Center, Supplier Balance dashboard to view invoice details for the selected invoices.

    Note: The View Supplier Invoices option is available when the Invoice Number field displays a value for the selected row(s) in the view.
Transactions (tab layout)
Unprocessed (tab)		 The Unprocessed results table displays attributes pertaining to project transactions that are in pending at source status. Transactions from seeded transaction sources that include Inventory and Inventory Misc are also included. This table contains data from both P2P sources in Oracle Projects. P2P sources include documents that are in approved status, and data from the transaction interface table.
You can select values from the drop-down menu to view attributes by:

  • Expenditure Details

  • Document Details

  • Document Source

  • Costing Details


Click the Options icon to View Supplier Invoices.

Note: When you click the Options icon and select View Supplier Invoices, this action navigates to the Oracle Payables Command Center, Supplier Balance dashboard and displays details of the selected invoices. This option is available when the Invoice Number field displays a value for the selected row(s) in the Document Details view.


You can also click the Options icon to Compare selected records or Export the data set.
Transactions (tab layout)
Asset Lines (tab)		 The Asset Lines results table displays attributes pertaining to asset line details and associated projects and tasks.
You can select values from the drop-down menu to view attributes by:

  • Asset Line Details

  • Asset Line Status

  • Source Details


Click the View/Split Asset Line link to open the Capital Projects and Assets windows to review and adjust asset lines.
You can also click the Options icon to Compare selected records, or Export the data set.

Conditional Action: If the View/Assign Asset and Reverse Asset actions do not automatically default or query the selected values when opening the Capital Projects and Assets windows, and an error displays that the query did not retrieve any records, then you must enter the query criteria manually and search for the records.

Budgetary Control Dashboard (Commercial)

The Budgetary Control dashboard displays budget and account level details at the project, task, resource group, and resource levels for Commercial usage. This enables users to ensure the budget is utilized as planned and the costs are posted to the correct accounts according to the GL level account balances.

Note: The Budgetary Control dashboard displays data explicitly for projects and tasks for which Budgetary Control is enabled and does not display data for other projects and tasks. In addition, only those projects where the budget baseline is completed within the past year display on the dashboard. ECC only considers form level budgets for the Budgetary Control dashboard. The Budget Entry Method (BEM) considered is the lowest task by GL Period for retrieving data into the Budgetary Control dashboard.

Based on your Role Based Access Control (RBAC) setup, navigate to the Projects Command Center:

As an example, from the Projects Super User responsibility: Projects Command Center > Budgetary Control (Tab)

You can analyze budget and costing data using metrics, charts, graphs, and tables.

Budgetary Control Dashboard

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Component Description
Budgets (tab) The Budgets summary bar displays the following metrics:

  • Budget

    This metric displays the total cost budget for the project from beginning to completion.

  • Consumed Funds

    This metric displays the total consumption of budget through commitments and actuals.

  • Remaining Budget

    This metric displays the total non-utilized budget.

  • Unutilized Funds (Completed Tasks)

    This metric displays the sum of unconsumed funds on tasks that are complete according to the task transaction finish date. These funds are eligible for transfer to other tasks within the same budget.
Consumption (tab) The Consumption summary bar displays the following metrics:

  • Total Consumptions

    This metric displays the total consumption of budget through commitments and actuals. Total Consumptions includes the sum of Commitments, Obligations, Invoices, and Expenditures metrics.

  • Funds Available

    This metric displays the total budget available for consumption.

  • Requisitions

    This metric displays the total requisitions on the budget. If the requisition is converted to an award, then the requisition amount is not included in this metric. You can click on this metric to refine the dashboard data.

  • Purchase Orders

    This metric displays the total awards on the budget. If an award is converted to supplier invoice, then the amount of the award is not included in this metric. You can click on this metric to refine the dashboard data.

  • Invoices

    This metric displays the total amount of supplier invoices on the budget. If a supplier invoice is converted to actuals, then the amount of the supplier invoice is not included in this metric. You can click on this metric to refine the dashboard data.

  • Actuals

    This metric displays the sum of expenditures available on the project. You can click on this metric to refine the dashboard data.
Exceptions (tab) The Exceptions summary bar displays the following metrics:

  • Total Rejected Value

    This metric displays the value of rejected documents. This metric includes rejections for Requisitions, Awards, and Supplier Invoices. You can click on this metric to refine the dashboard data.

  • Rejected Requisitions

    This metric displays the number of requisitions in rejected status. You can click on this metric to refine the dashboard data.

  • Rejected Purchase Orders

    This metric displays the number of purchase orders in rejected status. You can click on this metric to refine the dashboard data.

  • Rejected Supplier Invoices

    This metric displays the number of supplier invoices in rejected status. You can click on this metric to refine the dashboard data.
Analysis - Budget (tab layout) The Budget and Consumption Comparison chart displays total budget and consumption against the budget for each project. You can select dimensions to view and sort this chart by Project Number or Task Number.
Analysis - Budget Consumption (tab layout) The Consumption chart displays consumptions for commitments, purchase orders, invoices, and actuals against the budget. You can select dimensions to view and sort this chart by Project Number, Task Number, or Document Type.
Analysis - Cost (tab layout) The Cost by Source chart displays total burdened cost by transaction source, and reflects the raw and burden costs. You can select dimensions to view and sort this chart by Project Name or Task Name.
The Cost by Expenditure Category chart displays total burdened cost by expenditure category, and reflects the raw and burden costs. When you click on an a specific expenditure category, all expenditure types belonging to that category display. You can select dimensions to view and sort this chart by Expenditure Category or Expenditure Type.
Budget Balances - Projects (tab layout) The Projects results table displays attributes pertaining to projects. You can select the View Project link within the table to navigate to the Project Overview page to view and update project details for the selected record.
From the dropdown list, you can select views to display budget balances by:

  • Project

  • Budget

  • Budget Details

  • Consumption

  • Organization


You can also click the options icon to Revise Budget to Consumption. This action navigates to the Schedule Requests page for the selected record(s). You must complete the following EBS function-based security to enable this functionality.

  • Security Type: Function

    • Code: PA_ECC_BGTCTL_ACTIONS_FN

    • Description: Budgets

  • Security Type: Role

    • Code: UMX|PA_ECC_BGTCTL_ACTION_ROLE

    • Description: Projects ECC Budgetary Control Actions Role

  • Security Type: Grant

    • Code: PA ECC Budgetary Control Actions Grant

    • Description: Projects ECC Budgetary Control Actions Grant

      Grantee Type: Group Of Users

      Grantee: Projects ECC Budgetary Control Actions Role

Required Action: The Projects ECC Budgetary Control Actions Role must be assigned to the user to initiate this action.

Additional Information: For information on RBAC setup, refer to the Providing Users Access to Enterprise Command Centers section in My Oracle Support Knowledge Document 2495053.1, Installing Oracle Enterprise Command Center Framework, 12.2.
Budget Balances - Tasks (tab layout) The Tasks results table displays attributes pertaining to lowest level tasks.
From the dropdown list, you can select views to display budget balances by:

  • Task

  • Budget

  • Consumption
Details - Budget Lines (tab layout) The Budget Lines results table displays attributes pertaining to budget line details for each period. Click the View Budget action link to navigate to the Budget page where you can revise the budget.
From the dropdown list, you can select views to display budget line details by:

  • Budget Lines

  • Project Funds View

  • Task Funds View


Click the Options icon to Export the data set. You can also Edit Budget Amounts to navigate to the Edit Budget Amounts page. You must complete the following Role Based Access Control (RBAC) setup to enable this functionality.
Security Type: Function
Code: PA_PAXBUEBU
Description: Edit Budget Amounts Function

Additional Information: For information on RBAC setup, refer to the Providing Users Access to Enterprise Command Centers section in My Oracle Support Knowledge Document 2495053.1, Installing Oracle Enterprise Command Center Framework, 12.2.
Details - Consumptions (tab layout) The Consumptions results table displays attributes pertaining to documents such as requisitions, orders, and supplier invoices.
From the dropdown list, you can select views to display consumptions details by:

  • Primary Details

  • Document Details

  • Parent Document Details


Click the actions icon to Export the data set.
Details - Actuals (tab layout) The Actuals results table displays detailed attributes pertaining to expenditures incurred on the project from P2P expenses.
From the dropdown list, you can select views to display actuals details by:

  • Cost Details

  • Account Details

  • Parent Document Details

  • Transaction Details

  • Exceptions


Click the Update Expenditure link to navigate to the Expenditure Item Details page where you can process expenditure adjustments.
Click the Options icon to Export the data set.
Details - Rejections (tab layout) The Rejections results table displays attributes pertaining to project transaction rejections.
From the dropdown list, you can select views to display rejections details by:

  • Transaction Details

  • Document Details

  • Parent Document Details

  • Exceptions


Click the Options icon to Export the data set.

Note: Rejections on documents outside of project and task end dates are not displayed. The association through project and task GL period does not populate rejections for projects and tasks that are outside of the project and task GL period range because a budget does not exist for these periods.

Note: If the most recent action on a document is a rejection, then that document is included in this results table.

Billing Dashboard

The Billing dashboard enables billing managers to track, monitor and control the project billing process. By displaying all key performance indicators of the project on the Billing dashboard, users can view metrics, graphs, charts and tables, and take actions and corrective measures. The Billing dashboard displays only the projects according to the following criteria:

Based on your Role Based Access Control (RBAC) setup, navigate to the Projects Command Center:

As an example, from the Projects Super User responsibility: Projects Command Center > Billing (Tab)

You can analyze billing data using metrics, charts, graphs, and tables.

Billing Dashboard

the picture is described in the document text

Component Description
Funding (tab) The Funding summary bar displays the following metrics:

  • Project Functional Currency

    This metric displays the selected project functional currency.

  • Number of Projects

    This metric displays the total number of projects.

  • Funding Baselined

    This metric displays the allocated amount associated with a customer agreement to specific projects.

  • Balance Funding

    This metric displays the total amount of funding available to achieve full invoicing without hitting hard limits. This is the difference between the Baselined Funding and Invoices metrics.

  • Retention Withheld

    This metric displays the total amount withheld for various projects and tasks.
Billing (tab) The Billing summary bar displays the following metrics:

  • Planned Billing

    This metric displays the total revenue budget defined for the projects.

  • Actual Billing

    This metric displays the total actual amount billed across all the accessible projects.

  • Billing Due Date Performance

    This metric displays the percentage of billing completed with respect to the total revenue. This is an indicator of the performance of the billing completed. Actual billing and revenue budget amount is considered until the prior period only. Current and future periods for actual and budget are not considered.

  • Nonbillable Percent

    This metric displays the total amount (contribution) of transactions that are not billable to the total costs on the project.

  • Billable Unbilled

    This metric displays the WIP value of the expenditures that are lined up for billing. This includes the total amounts of Unaccrued Revenue, Ready to Bill, and Bill Hold.

  • At-Risk Receivables

    This metric displays the total amount of Open Disputes and Overdue receivables.
Billing Readiness (tab) The Billing Readiness summary bar displays the following metrics:

  • Planned Billing

    This metric displays the total baseline revenue budget as defined in the previous, current, and subsequent quarters only.

  • Unaccrued Expenditures

    This metric displays the total value of billable expenditures that are not accrued and are not on bill hold.

  • Ready to Bill

    This metric displays the total value of billable expenditures and events that are not on hold and not billed to customers.

  • Bill Hold

    This metric displays the total value of transactions that are in bill-hold status and are billable. Events and expenditures are included.

  • Unprogressed Budget

    This metric displays the total value of the remaining budget after subtracting other metrics from the planned budget.
Revenue (tab) The Revenue summary bar displays the following metrics:

  • Actual Revenue

    This metric displays the total actual revenue received on projects from eligible quarters only.

  • Planned Revenue

    This metric displays the total amount of planned revenue from projects.

  • Pending Revenue (Work)

    This metric displays the total amount of potential revenue for expenditure items that are pending revenue generation.

  • Pending Revenue (Events)

    This metric displays the total amount for events pending revenue generation.

  • Unreleased Revenue

    This metric displays the total amount of revenue in Unreleased revenue status and must be released by users after review. Select this metric to refine the dashboard data.

  • Accounting Exceptions

    This metric displays the total amount for accounting exceptions that have occurred when transferring revenue accounting detail to Subledger Accounting (SLA) and General Ledger (GL). Select this metric to refine the dashboard data.

  • Revenue Distribution Rejection

    This metric displays the total value of revenue rejection. These expenditures were failed during the revenue generation process and includes costed transactions which were considered for revenue generation, but the revenue was not created due to an exception.
Projects Accounting (tab) The Projects Accounting summary bar displays the following metrics:

  • Accountable Revenue

    This metric displays the total of all draft revenue successfully generated and released.

  • Unaccounted Revenue

    This metric displays the total of all successfully generated draft revenue in Released or Rejected status. Click this metric to refine the dashboard values and display only draft revenues that are not released.

  • Accounted Revenue

    This metric displays the total of draft revenue in Accepted status and successfully accounted in Projects after running the PRC: Generate Revenue Accounting Event concurrent program.

  • Accounted Revenue (SLA)

    This metric displays the total draft revenue successfully final accounted in SLA, and not yet transferred or posted to GL.

  • Accounted Revenue (GL)

    This metric displays the total draft revenue successfully posted to GL.
Collections (tab) The Collections summary bar displays the following metrics:

  • Receivable Invoice

    This metric displays the total amount billed to the customer.

  • Received

    This metric displays the total amount received from customers for the billed invoices.

  • Applied Credits

    This metric displays the total amount of credits that are applied for a specific invoice.

  • Unpaid Invoices

    This metric displays the total amount outstanding for specific invoices until the due date is reached. This includes Receivable Invoice, Received Value, Approved Disputed, Receivable Discounts.

  • Overdue Invoices

    This metric displays the value of the outstanding invoices (receivables) or open invoices that are beyond the due date of invoice payments from the customer. This includes Receivable Invoice, Received Value, Disputed (Draft + Approved), Receivable Discounts.

  • Open Disputes

    This metric displays the total amount of disputed payment of invoices that have disputes filed with the organization.

  • Approved Disputes

    This metric displays the total amount of approved disputed payment of invoices that have disputes filed with the organization.

  • Receivable Discounts

    This metric displays discounts to the customer. Discounts can be in the form of either earned discount (paid within the terms and conditions and availed discounts) or unearned discounts (claimed discounts with deviations).
Billing (tab layout) The Planned vs. Actual chart displays revenue budgets (Planned Billing) and actual billed (Invoices) for nine periods.
Billing Readiness (tab layout) The Readiness Analysis chart displays all eligible projects with all the billing readiness elements compared to its budget, by period.
The Billing Progress chart displays the planned progress against the actual budget.
Expenditures and Revenue (tab layout) The Revenue vs. Expenses by GL Period chart displays a comparison of expenses vs revenue per period. This chart only displays data for three quarters (nine calendar months). This chart provides monthly visibility. Click the Options icon to export the chart as an image, or in a Comma-Separated Values (CSV) file format.
Projects Accounting (tab layout) The Accounting Progress chart displays nine periods of revenues that are successfully generated and released, and provides an accounting analysis of the revenues through SLA and GL.
Collections (tab layout) The Collection Progress chart displays the comparison between the billed value in the corresponding period and receipts made for those bills along with disputes and outstanding balances. This highlights the progress of the bills from the corresponding periods.
The Overdue Invoices by Age chart displays the total amount of overdue invoices.
Billing (tab layout) The Billing results table displays attributes pertaining to billing for individual projects at the project and top task level. This results table displays data for the most recent baselined billing for a project.
From the drop-down list, you can select views to display billing by:

  • Project Functional Amounts

  • Agreement

  • Funding Amounts

  • Project Amounts

  • Billing and Setups


Click the row Options icon and click Funding Inquiry to open the Funding Inquiry drawer.
Click the row Options icon and click Agreement to open the Search Agreements drawer to search for agreements and view agreement details. You can search for agreement by entering search filters in the Search Agreements drawer.
In the table header, click the Options icon to Export the data set and Compare selected records.
Revenue Budget (tab layout) The Revenue Budget results table displays attributes pertaining to the latest baseline approved revenue budget for projects. From the drop-down list, you can select views to display by:

  • Progress

  • Task Details


Click the View Budget action link to navigate to the Budgets window where you can edit the budget. You must enter the Project and Budget Type details in the opened Budget forms to view and edit budgets. Users must have access to the Budgets function to edit the budget using this action.
In the table header, click the Options icon to Export the data set.
Draft Revenue (tab layout) The Draft Revenue results table displays detailed attributes pertaining to draft revenues on the projects.
From the drop-down list, you can select views to display details by:

  • Information

  • Status

  • UBR-UER Details

  • Currencies


Click the View action link to navigate to the Revenue Review page where you can review detailed information about project revenue. You must enter a filter in the Find Review window. Users must have access to the Review Revenues function.
Click the Options icon to Release Revenue and Unrelease Revenue. You can release draft revenue only when the revenue line is in Unreleased status. You can unrelease draft revenue only when the draft revenue is in Pending or Rejected status.
Click the Options icon to Export the data set.
Draft Invoice (tab layout) The Draft Invoice results table displays detailed attributes pertaining to unbilled invoices over a one year period.
From the drop-down list, you can select views to display details by:

  • Information

  • Status

  • UBR-UER Details

  • Invoice Progress

  • Billing and Shipping

  • Adjustments

  • Currencies


Click the row Options icon and click View Invoice to open the Billing Workbench drawer where you can view billing summary information for a given project. You can also click the row Options icon to Approve Invoice and Release Invoice. The Release Invoice row action opens the Release Invoice dialog box where you can enter additional required information for releasing an approved invoice. For Bill Hold, One-Time Hold, and Revenue Hold actions, users can optionally enter the Hold reason in the dialog box.
Click the Options icon in the table header where you can also Approve Invoice for selected rows, and Export the data set.
Projects Accounting (tab layout) The Projects Accounting results pivot table displays summarized data for each ledger, journal category, and credit account such as Event Revenue, Expenditure Revenue, and so on. This result table includes all revenue distribution lines associated to released draft revenue. You can click the Aggregated Table and Pivot Table icons in the header to switch between the aggregated table views and pivot table views.
Collections (tab layout) The Collections results table displays data that supports collections metrics and charts for invoices and receivables.
Click the row Options icon and click View Dispute and View Transaction to open the Dispute Details and Transaction Details drawers.
Expenditures (tab layout) The Expenditures results table displays detailed attributes pertaining to all expenditure items (billable and non-billable) that are booked on a project.
From the drop-down list, you can select views to display details by:

  • Transaction Status

  • Transaction Attributes

  • Bill Rates and Discount Overrides

  • Expenditure Details

  • Costs

  • Document Details

  • Expenditure Item Additional Details

  • Task Additional Details


Row Options include Update Expenditure, Update Job Rate Schedule, Update Employee Rate Schedule, and Update Non Labor Rate Schedule.
Click the table header Options icon to process the following actions:

  • Bill Hold

  • Release Bill Hold

  • One-Time Hold

  • Revenue Hold

  • Revenue Hold Release

  • Billable

  • Nonbillable


You can also click the table header Options icon to Export the data set.
Events (tab layout) The Events results table displays detailed attributes pertaining to events that are available on projects. From the drop-down list, you can select views to display details by:

  • Event Details

  • Currencies - Revenue

  • Currencies - Invoices

  • Billing

  • Revenue


Click the View action link to navigate to the Events Summary window where you can view event details. You must enter a filter in the Find Project Events window. Users must have access to the function Events Maintenance for Single Project to view the Events Summary window using this action. Click the table header Options icon to Export the data set.
Click the table header Options icon to process the following actions:

  • Bill Hold

  • Release Bill Hold

  • Revenue Hold

  • Release Revenue Hold

  • One-Time Hold

    Note: For Bill Hold, One-Time Hold, and Revenue Hold actions, users can optionally enter the Hold reason in the dialog box that appears.
Distribution (tab layout) The Distribution results table displays detailed attributes pertaining to expenditure items and events that are connected to draft invoices and draft revenue.
From the drop-down list, you can select views to display details by:

  • Event or Expenditure Details

  • Draft Revenue Line

  • Draft Invoice Line

  • Currencies - Revenue

  • Currencies - Invoices

  • Accounting Details


Click the Options icon to Export the data set.
Payment Schedules (tab layout) The Payment Schedules results table displays all the schedule related information for the invoices displayed in the collections result set table.

G-Invoicing Dashboard

The G-Invoicing dashboard displays G-Invoicing data for all orders. The dashboard provides information to the servicing agency and key members for managing orders and displays G-Invoicing elements that include General Terms and Conditions (GT&Cs), overviews, order details, orders work queue, order deliveries, and EZ invoices metrics across all orders and projects. From the dashboard, you can navigate to individual projects, tasks, and resource assignment levels. Metrics on the dashboard are grouped into the following tabs on the dashboard:

Based on your Role Based Access Control (RBAC) setup, navigate to the Projects Command Center.

As an example, from the Projects SU, US Federal responsibility: Projects Command Center > G-Invoicing (tab)

The following table describes the G-Invoicing dashboard components.

G-Invoicing Dashboard

the picture is described in the document text

Component Description
Summary (tab layout)
GT&C (tab)		 The GT&C summary bar displays the following metrics:

  • Currency

    This metric displays the servicing agency currency.

  • Active

    This metric displays the number of GT&Cs with the active status code Open for Orders. Click this metric to further refine the dashboard data.

  • Ordered Value

    This metric displays ordered value calculated as (total estimated amount less total remaining amount). Click this metric to further refine the dashboard data.

  • Remaining Value

    This metric displays the remaining value. Click this metric to further refine the dashboard data.

  • Latest Validity

    This metric displays the most recent dates for valid GT&Cs.
Summary (tab layout)
Overview (tab)		 The Overviews summary bar displays the following metrics:

  • Open Order Amount

    This metric displays the total amount of all open orders that are in an open status.

  • Open GT&C

    This metric displays the total number of all opened GT&Cs (GT&Cs in open status).

  • Settled Amount

    This metric displays the total settled amount. This metric does not include advance settled amount.

  • Delivered Amount

    This metric displays the total amount of all delivery performances submitted in G-Invoicing.

  • Trading Partners

    This metric displays the total number of requesting agency accounts.

  • G-Invoicing Communication Issues

    This metric displays push failures to G-Invoicing and are not considered an exception.
Summary (tab layout)
Orders (tab)		 The Orders summary bar displays the following metrics:

  • Open Orders

    This metric displays the total number of open orders that are approved from both agencies and have completed the confirmation funds check action. Orders are in an open status. Click this metric to further refine the dashboard data.

  • Pending Approval Orders

    This metric displays total number of orders under review and in progress as follows:

    • Orders pending agreement association (BIOs only)

    • Orders pending project association

    • Orders pending task association

    • Orders pending funds consumption (funds confirmation)

    • Orders pending requesting agency approval

    Click this metric to further refine the dashboard data.

  • Draft Orders

    This metric displays the total number of orders that have been created by the servicing agency (SFO) that are in draft mode and not associated to an agreement. Click this metric to further refine the dashboard data.

  • Closed Orders

    This metric displays the total number of closed orders. Click this metric to further refine the dashboard data.

    Note: This metric also includes pending closed status orders.

  • Pending Approval Modifications

    This metric displays the total number of orders that are in progress with modifications and are not submitted for modification approval. Click this metric to further refine the dashboard data.

  • Draft Modifications

    This metric displays the total number of orders that have been modified by the servicing agency (SFO only). Click this metric to further refine the dashboard data.

  • Rejected by Servicing Agency

    This metric displays the total number of orders rejected by the Servicing Agency. Click this metric to further refine the dashboard data.

  • Rejected by Requesting Agency

    This metric displays the total number of orders rejected by the Requesting Agency. Click this metric to further refine the dashboard data.

  • Orders with Final Performance

    This metric displays the total number of orders in which final performances are submitted for order line schedules within those orders. Click this metric to further refine the dashboard data.
Summary (tab layout)
Orders Work Queue (tab)		 The Orders Work Queue summary bar displays the following metrics:

  • Orders in Approval Preparation

    This metric displays total number of orders under review and in progress and includes:

    • Order Pending Agreement Association

    • Order Pending Task Association

    • Order Pending Project Association

    • Order Pending Approval Submission

  • Orders in Approval Queue

    This metric displays the total number of orders for which the task association has been completed and submitted for approval.

  • Orders in Funding Confirmation

    This metric displays the total number of orders that are approved from both agencies and are pending fund confirmation. Click this metric to further refine the dashboard data.

  • Orders in Requesting Agency Approval

    This metric displays the total number of orders pending requesting agency approval (SFO only). Click this metric to further refine the dashboard data.

  • Modification in Approval Preparation

    This metric displays the total number of orders with modifications, but not submitted for approval. Click this metric to further refine the dashboard data.

  • Modification in Approval Queue

    This metric displays the total number of orders with modifications that have been submitted for approval and are pending approval. Click this metric to further refine the dashboard data.

  • Modification in Funding Confirmation

    This metric displays the total number of orders with modifications that been approved and are pending fund confirmation. Click this metric to further refine the dashboard data.

  • Modification in Requesting Agency Approval

    This metric displays the total number of orders with modifications pending requesting agency approval (SFO only). Click this metric to further refine the dashboard data.
Summary (tab layout)
Order Progress (tab)		 The Order Progress summary bar displays the following metrics:

  • Open Order Amount

    This metric displays the total value of open orders.

  • Revenue Budget

    This metric displays the total value of budgeted (baseline) revenue for all open orders.

  • Actual Revenue

    This metric displays the total value of revenue incurred from transactions.

  • GL Accounted Revenue

    This metric displays the total value of revenue transferred to GL with successfull final accounting.

  • Unearned Revenue

    This metric displays the total value of invoice transactions that are released and accounted, but with revenue that is not yet generated. This metric applies only at the project level. If the project contains CA/CL accounting, then those values are not included in this metric.

  • Actual Cost

    This metric displays the total value of all costed and distributed transactions (expenditures).

  • Deferred Performance

    This metric displays the total value of outstanding invoices (total invoice amount less total revenue.)
Summary (tab layout)
Delivery (tab)		 The Delivery summary bar displays the following metrics:

  • Revenue Budget

    This metric displays the total value of baseline revenue budgets. Click this metric to further refine the dashboard data.

  • Draft Invoice

    This metric displays the total value of released draft invoices. Click this metric to further refine the dashboard data.

  • Receivables Invoice

    This metric displays the total value of receivables invoices once tieback is complete and receivables invoices are created. Click this metric to further refine the dashboard data.

  • Credit Memo

    This metric displays the total value of credit memos for transactions rejected by the requesting agency.

    Note: Total value of credit memos are released from the servicing agency.

  • Delivered

    This metric displays the total value of all deliveries that are submitted in G-Invoicing (summary of pushed-delivered performance). Click this metric to further refine the dashboard data.

  • UnBilled Receivables

    This metric displays the total value of revenue without invoices. Click on this metric to further refine the dashboard data.
Summary (tab layout)
Settlement (tab)		 The Settlement summary bar displays the following metrics:

  • Delivered

    This metric displays the total value of all delivery performances that are submitted to G-Invoicing (summary of pushed-delivered performance). The net delivery performance is the sum of all positive and negative delivery performances.

  • Settled

    This metric displays the total value of delivered and settled orders for FOB source, plus the total value of accepted orders for FOB destination.

  • Accepted

    This metric displays the sum of accepted performance value for both FOB source and destination. If the acceptance is not created for FOB source, then it is not considered in this metric.

  • Receipts

    This metric displays the total value of receipts that are created for delivery performance of FOB source, plus acceptance of FOB destination.

  • Receipts Applied on Invoice

    This metric displays the total value of receipts that are applied to the invoices. This metric does not consider prepayment values.

  • Refunds

    This metric displays the total value of all the delivery and acceptance adjustments that are settled, and with adjusted receipts. (Delivery adjustments for FOB source and acceptance adjustment for FOB destination.)

  • Acceptance Adjustments

    This metric displays the total value of all adjustments to the accepted performance.

  • Delivery Adjustments

    This metric displays the total value of all negative delivery performance that is generated from credit memos and standalone invoices.

  • Quality Performance Percent

    This metric displays the percentage of orders that meet acceptable deliverables, and is calculated as (Net Accepted at Schedule level / Net Delivered at Schedule level) * 100

  • Delivery Performance with Pending Adjustments

    This metric displays the total of all delivery performances that require adjustments corresponding to respective acceptance adjustments.
Summary (tab layout)
Advances (tab)		 The Advances summary bar displays the following metrics:

  • Advance Order Amount

    This metric displays the total open order value for all advance-enabled orders.

  • Advance Received

    This metric displays the net total advance value requested by servicing agencies that are settled. This metric includes the sum of both positive and negative performances.

  • Advance Receipt Amount

    This metric displays the total receipt value for all settled advance performance. This metric excludes any receipt failure.

  • Advance Delivered

    This metric displays the total net delivery performance value against advance orders.

  • Advance Pending Delivery

    This metric displays the net total value of advance received revenue that has not been delivered.

  • Advance Refunded

    This metric displays the total value of adjusted advance performance against advance-enabled orders.

  • Advance Receipt Refunds

    This metric displays the total receipt value that reflects the adjustment advance performance.
Summary
EZ Invoice (tab)		 The EZ Invoice summary bar displays the following metrics:

  • Draft

    This metric displays the total number of EZ Invoices that are in a draft status.

  • Pending

    This metric displays the total number of EZ Invoices that are submitted to G-Invoicing and not settled.

  • Settled

    This metric displays the total number of EZ Invoices with completed settlement and have a receipt associated with it in Oracle. The life cycle is complete from initiation to settlement.

  • In Progress

    This metric displays the total number of EZ Invoices in progress and pending an agreed amount in which delivery has not occurred.
Customer Status (tab layout)
GT&C (tab)		 The GT&C Status by Start Date chart displays buying agency details for total ordered amount and total estimated amount based on the active GT&C start date between the servicing agency and the buying agencies. Click on a requesting agency GT&C number in the chart to view the individual GT&C of the selected buying agency and its associated GT&C's with the servicing agency. Click on a Requesting Agency Location Code in the chart to refine the data and display all GT&C numbers that belong to the requesting agency.
The GT&C Status by End Date chart displays buying agency details for total ordered amount and total remaining amount based on the GT&C end date between the servicing agency and the buying agencies. Click on a requesting agency GT&C number in the chart to view the individual GT&C of the selected buying agency and its associated GT&C's with the servicing agency. Click on a Requesting Agency Location Code in the chart to refine the data and display all GT&C numbers that belong to the requesting agency.
Customer Status (tab layout)
Overview (tab)		 The Overall Status chart displays the order amounts based on the order completion date and status.
The Activities in the Last 3 Periods chart displays orders for the prior three periods and includes:

  • Total Order Amount

  • Total Advance Amount

  • Total Delivered Amount

  • Total Settled Amount


Click on an order in the chart to refine the dashboard data.
Customer Status (tab layout)
Orders (tab)		 The Open Orders by Agency chart displays the total value of orders for each order status against each buying agency with which the servicing agency is conducting business. You can click on an agency order number in the chart or the order value bar to view individual order details between the servicing agency and the buying agency. Click on a Requesting Agency in the chart to refine the data and display all Order Numbers that belong to that requesting agency.
The Order by Status chart displays amounts based on the order start date and approval status. You can click on the Options (ellipses) icon and select dimension values to display order amounts by:

  • Orders by Creation Date

  • Orders by Modification Initiated Date

  • Requesting Agency

  • Order Number


Click on a value in the chart to refine the dashboard data.
Customer Status (tab layout)
Order Work Queue (tab)		 The Orders chart displays the internal status of orders and the total order amounts. You can click on the Options (ellipses) icon and select Group Dimension values to display order amounts by:

  • Orders by Creation Date

  • Requesting Agency

  • Order Number


Click on a Work Queue Status value in the chart to refine the dashboard data.
The Modifications chart displays the order modification flow with total order amount based on the Work Queue Status. You can click on the Options (ellipses) icon and select Group Dimension values to display order amounts by:

  • Orders by Modification Initiated Date

  • Requesting Agency

  • Order Number


Click on a Work Queue Status value in the chart to refine the dashboard data.
Customer Status (tab layout)
Delivery (tab)		 The Delivery Readiness chart displays orders and total order amounts based on order status. You can click on the Options (ellipses) icon and select Group Dimension values to display order amounts by:

  • Orders by Completion Date

  • Requesting Agency

  • Order Number


The Delivery Status chart displays orders and total order amounts by completion dates.
Customer Status (tab layout)
EZ Invoice (tab)		 The EZ Invoice chart displays the total amounts of EZ Invoices grouped by:

  • Approved Amount (Sum) The total value of agreements created for the corresponding GT&C, and the requesting ALCs combination.

  • Draft (Sum) Total value of the EZ Invoices in Draft status.

  • Pending (Sum) Total value of the EZ Invoices in Pending status.

  • Settled (Sum) Total value of the EZ Invoices in Settled status.

  • To Complete (Sum) Total value of the agreements that are associated with the corresponding GT&Cs that have not been delivered.


You can select dimensions to display total amounts for the following:

  • Agreement Number

  • GT&C Number

  • Project Number

  • Requesting Agency Location Code
Customer Status (tab layout)
Advances (tab)		 The Advances chart displays displays the total open order amounts for advance-enabled orders, and displays amounts by the following Advance Status values:

  • Advance to be Requested

  • Advance Pending Delivery

  • Advance Delivered
Customer Status (tab layout)
Settlement (tab)		 The Settlement Adjustments chart displays the total value of Accepted Adjustments to the order performance by the requesting agency, and the total value of Delivery Adjustments by the servicing agency.
The Settlement Status chart displays total Delivered Amount, Accepted Amount, and Settled Amount for each GL Period based on order performance.
Header (tab layout)
GT&C (tab)		 The GT&C results table displays data grouped by GT&C attribute groups. You can view data grouped by:

  • GT&C Information

  • Agreement Amount Information

  • Additional Information

  • Agency Information

  • Preparer Information

  • Requesting Approval Information

  • Servicing Approval Information


You can click the Record Details icon within a selected row to open and view the General Terms & Conditions details window.
You can also click on values in the GT&C Number, Title, Agreement Type, Status, Termination Days, Requesting Group Name, and Servicing Group Name columns to filter and refine dashboard data for the selected values.
Click on the ellipses (…) icon in the row to open the following action items:

  • Create Order- click to open the Create Seller Faciliated Order UI. This action item is enabled only for those GTCs with the Order Originating Indicator as Servicing Agency.

  • Attachments- click to view GT&C attachments.

  • Create EZ Agreement- click to open the Create Agreement form. This action item is only enabled when the Bizapp attribute is EZ invoice.
Header (tab layout)
Orders (tab)		 The Orders results table displays data grouped by Order attribute groups. You can view data grouped by:

  • Order Details

  • Advance

  • Billing and Delivery Information

  • Funding Details

  • Partner Information

  • Performance


You can click the Record Details icon within a selected row to open and view the Order details window.
You can click on values in the columns to filter and refine dashboard data for the selected values.

Note: This results table includes the following action-enabled attributes:

  • Update Agreement - Click on this action to navigate to the Update Agreement page where you can update and create agreements.

  • Create Project - Click on this action to navigate to the Create Project page to create a new project.

  • Associate Project - Click on this action to navigate to the Associate Project window where you can search for and associate projects.

  • View Performance Obligation - Click on this action icon to navigate to the Performance Obligations page to view performance obligation details.

  • View SFO - Click on this action icon to navigate to the SFO page to view the Seller Facilitated Orders (SFO).

  • Admin Modification - Click on this action to navigate to Agreement Additional Attributes for the SFO order. You can edit some attributes in Admin mode depending on the order stage.

  • Push Admin Modification - Click on this action to transfer changes to the G-Invoicing portal. Click on this action to push the admin modification changes to the G-Invoicing portal.

  • Manage Revenue Budget - Click on this action to navigate to the Budgets form.

  • Manage Cost Budget - Click on this action to navigate to the Budgets form.

  • Copy SFO - Click on this action to navigate to the Seller Facilitated Order window.

  • Delete SFO - Click on this action to delete the Seller Facilitated Order. A confirmation window appears where you can delete or cancel this action.

  • View Costing Details - Click on this action to navigate to the View Costing Details window.

  • View Billing Details - Click on this action to navigate to the View Billing Details window.

  • View Budget Details - Click on this action to navigate to the View Budget Details window.


You can also click on the Options link in the table header to perform the following actions:

  • Create Agreement - This action allows you to create agreements manually for those orders that failed to create agreements automatically.

  • Order Modification Uptake - Enables order modifications.

  • Resynchronize Orders - Allows you to push approved orders that previously failed push to G-Invoicing.

  • Close Order - Closes the selected order(s) that are in Pending Close status.
Header (tab layout)
Agreements (tab)		 The Agreements results tables displays all of the agreements related to GT&Cs which are EZ enabled.
You can click the Record Details icon within a selected row to open and view the Agreement details window.
You can also click on the Update Agreement action link within a selected row to open the Update Agreement window where you can view and update agreement details.
Header (tab layout)
Exceptions (tab)		 The Exceptions results table displays all of the exceptions related to GT&Cs and orders that could not be pulled. It is not specific to EZ enabled GT&Cs.
You can click the Record Details icon within a selected row to open and view the Exception details window.
You can also click on a row level ellipses (…) icon and choose to Reject or Resync a selected exception.
Details (tab layout)
Order Lines (tab)		 The Order Lines results table displays data grouped by Order Line attribute groups.
From the drop-down list, you can select views to display details by:

  • Order Line Details

  • Performance


Click on values in the columns to filter and refine dashboard data for the selected values.
You can also click the Record Details icon within a selected row to open and view the Order Line details window.
Details (tab layout)
Order Line Schedules (tab)		 The Order Line Schedules results table displays data grouped by Order Line Schedules attribute groups.
From the drop-down list, you can select views to display details by:

  • Schedule Details

  • Servicing Agency

  • Requesting Agency

  • Performance


You can click on values in the columns to filter and refine dashboard data for the selected values.
Click on the Options ellipses icon link in the table header to perform the following actions:

  • Request Full Advance

  • Submit Deferred Performance

  • Submit Delivery Performance

  • Request Partial Advance

  • Adjust Advance


You can also click on a row level ellipses (…) icon to:

  • Create Requisition

  • View Costing Details

  • View Billing Details

  • View Budget Details


You can also click the Record Details icon within a selected row to open and view the Order Line Schedule details window.
Details (tab layout)
Performance Details (tab)		 The Performance Details results table displays data grouped by performance attribute groups.
From the drop-down list, you can select views to display details by:

  • Performance Details

  • Preparer

  • Receipt


Click on the row level View action link to navigate to the View Performance History page to view performance detail. The page displays by Order Number, Order Line Number, Schedule Line Number, Performance Type, and Accounting Period.
You can click on values within the columns to filter and refine dashboard data for the selected values.
You can also click the Record Details icon within a selected row to open and view the Performance details window.
Details (tab layout)
EZ Invoice (tab)		 The EZ Invoice results table displays EZ Invoice data. From the drop-down list, you can select views to display details by:

  • EZ Invoice Detail

  • Requesting Agency and Other Details

  • Servicing Agency Detail


Click on the Update Additional Attributes action link to open the EZ Invoice Additional Attributes form for the selected EZ Invoice (row level). You can update many attributes for the EZ Invoice in this page.
Click on the ellipses (…) icon in the table header for the following actions:

  • Compare - you can compare selected EZ invoice records.

  • Submit- you can send an EZ invoice to the G-Invoicing application. Only those records that are in Draft status are eligible for this action.

  • Delete - you can delete an EZ invoice only when the EZ invoice status is in Draft or Pending mode.

  • Reverse - you can reverse an EZ invoice after the the settlement. A reversal is only possible for a settled invoice.

  • Reprocess Receipt - you can reprocess a receipt when there is an error on the receipt processing for an invoice or credit memo. This is eligible when the receipt status is in Error, and the receipt number is not updated on the invoice line after processing the receipts.


You can also click the Record Details icon within a selected row to open and view the EZ Invoice details window.

Budgetary Control Dashboard (U.S. Federal)

The Budgetary Control Dashboard displays federal budget and account level details at the project and task levels. This enables users to ensure the budget is utilized as planned and the costs are posted to the correct accounts according to the GL level account balances.

Additional Information: For ECC installation, configuration, and access for federal vs. commercial dashboards, see My Oracle Support Knowledge Document 2495053.1, Installing Oracle Enterprise Command Center Framework.

Note: The Budgetary Control Dashboard displays data explicitly for projects and tasks for which budgetary control is enabled and does not display data for other projects and tasks. In addition, only those projects where the budget baseline is completed within the past year display on the dashboard. ECC only considers form level budgets for the Budgetary Control Dashboard. The Budget Entry Method (BEM) considered is the lowest task by GL Period for retrieving data into the Budgetary Control Dashboard.

Based on your Role Based Access Control (RBAC) setup, navigate to the Projects Command Center:

As an example, from the Projects Super User responsibility: Projects > Budgetary Control Dashboard (tab)

You can analyze budget and costing data using metrics, charts, graphs, and tables.

Budgetary Control Dashboard (US Federal)

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Component Description
Distribution (tab) The Distribution summary bar displays the following metrics:

  • Budget

    This metric displays the total cost budget for the project from beginning to completion.

  • Consumed Funds

    This metric displays the total consumption of budget through commitments and actuals.

  • Remaining Budget

    This metric displays the total non-utilized budget.

  • Unutilized Funds (Completed Tasks)

    This metric displays the sum of unconsumed funds on tasks that are complete according to the task transaction finish date. These funds are eligible for transfer to other tasks within the same budget.

  • Rejected Requisitions

    This metric displays the number of requisitions in rejected status. You can click this metric to further refine the dashboard data.

  • Rejected Awards

    This metric displays the number of awards in rejected status. You can click this metric to further refine the dashboard data.

  • Rejected Supplier Invoices

    This metric displays the number of supplier invoices in rejected status. You can click this metric to further refine the dashboard data.
Consumption (tab) The Consumption summary bar displays the following metrics:

  • Total Consumptions

    This metric displays the total consumption of budget through commitments and actuals. Total Consumptions includes the sum of Commitments, Obligations, Invoices, and Expenditures metrics.

  • Unconsumed Funds

    This metric displays the total budget available for consumption.

  • Commitments

    This metric displays the total requisitions on the budget. If the requisition is converted to an award, then the requisition amount is not included in this metric. You can click this metric to further refine the dashboard data.

  • Obligations

    This metric displays the total awards on the budget. If an award is converted to supplier invoice, then the amount of the award is not included in this metric. You can click this metric to further refine the dashboard data.

  • Invoices

    This metric displays the total amount of supplier invoices on the budget. If a supplier invoice is converted to actuals, then the amount of the supplier invoice is not included in this metric. You can click this metric to further refine the dashboard data.

  • Expenditures

    This metric displays the sum of expenditures available on the project. You can click this metric to further refine the dashboard data.
Analysis - Budget (tab layout) The Budget and Consumption Comparison chart displays total budget and consumption against the budget for each project. You can select dimensions to view and sort this chart by project number or task number.
Analysis - Budget Consumption (tab layout) The Consumption chart displays consumptions for commitments, purchase orders, invoices, and actuals against the budget. You can select dimensions to view and sort this chart by project number, task number, or document type.
Analysis - Cost (tab layout) The Cost by Source chart displays total burdened cost by transaction source, and reflects the raw and burden costs. You can select dimensions to view and sort this chart by project name or task name.
The Cost by Expenditure Category chart displays total burdened cost by expenditure category, and reflects the raw and burden costs. When you click on an a specific expenditure category, all expenditure types belonging to that category display.
Budget Balances - Projects (tab layout) The Projects results table displays attributes pertaining to projects. From the drop-down menu, you can view table attributes by:

  • Project

  • Budget

  • Budget Details

  • Consumption

  • Organization


Click the row level View Project action link to navigate to the Project Overview page to view and update project details for the selected record. You can also click the table header Options (vertical ellipses) icon to perform the following:

  • View Documents - navigates to the PMO Command Center for all requisitions booked for the selected projects.

  • Revise Budget to Consumption - navigates to the Schedule Requests page.

    Note: You must complete the following EBS function-based security to enable this functionality. The Projects ECC Budgetary Control Actions Role must be assigned to the user to initiate this action.

    • Security Type: Function

      • Code: PA_ECC_BGTCTL_ACTIONS_FN

      • Description: Budgets

    • Security Type: Role

      • Code: UMX|PA_ECC_BGTCTL_ACTION_ROLE

      • Description: Projects ECC Budgetary Control Actions Role

    • Security Type: Grant

      • Code: PA ECC Budgetary Control Actions Grant

      • Description: Projects ECC Budgetary Control Actions Grant

        Grantee Type: Group Of Users

        Grantee: Projects ECC Budgetary Control Actions Role

Additional Information: For information on RBAC setup, refer to the Providing Users Access to Enterprise Command Centers section in My Oracle Support Knowledge Document 2495053.1, Installing Oracle Enterprise Command Center Framework, 12.2.

  • View Unobligated Requisitions - applicable for requisitions only and navigates to the PMO Command Center.
Budget Balances - Tasks (tab layout) The Tasks results table displays attributes pertaining to lowest level tasks. Click the Options icon (vertical ellipses) in the table header to View Documents. The application navigates to the PMO Command Center for all requisitions booked for the selected tasks. From the drop-down menu, you can view table attributes by:

  • Tasks

  • Budgets

  • Consumption

  • Task Additional Details
Details - Budget Lines (tab layout) The Budget Lines results table displays attributes pertaining to budget line details for each period. From the drop-down menu, you can view table attributes by:

  • Budget Lines

  • Project Funds View

  • Task Funds View


Click the row level View Budget action link to navigate to the Budget page where you can revise the budget.
Click the Options icon (vertical ellipses) in the table header to Export the data set. You can also Edit Budget Amounts to navigate to the Edit Budget Amounts page. You must complete the following Role Based Access Control (RBAC) setup to enable this functionality.
Security Type: Function
Code: PA_PAXBUEBU
Description: Edit Budget Amounts Function

Additional Information: For information on RBAC setup, refer to the Providing Users Access to Enterprise Command Centers section in My Oracle Support Knowledge Document 2495053.1, Installing Oracle Enterprise Command Center Framework, 12.2.
Details - Consumptions (tab layout) The Consumptions results table displays attributes pertaining to documents such as requisitions, awards, and supplier invoices. From the drop-down menu, you can view table attributes by:

  • Primary Details

  • Document Details

  • Parent Document Details


Click the Options icon (vertical ellipses) in the table header to View Documents. The application navigates to the PMO Command Center for the selected documents. You can also Export the data set.
The PMO Command Center opens all requisitions corresponding to selected Projects and Tasks for any type of document selected from the Budgetary Control Dashboard. For example, If an award is selected, the application retrieves associated requisition numbers corresponding to the project and tasks associated to the award, and displays requisitions on the PMO Command Center.
Details - Expenditures (tab layout) The Expenditures results table displays detailed attributes pertaining to expenditures incurred on the project from P2P expenses. From the drop-down menu, you can view table attributes by:

  • Cost Details

  • Account Details

  • Parent Document Details

  • Transaction Details

  • Exceptions


Click the row level Update Expenditure link to navigate to the Expenditure Item Details page where you can process expenditure adjustments.
Click the Options icon (vertical ellipses) in the table header to Export the data set.
Details - Rejections (tab layout) The Rejections results table displays attributes pertaining to project transaction rejections. From the drop-down menu, you can view table attributes by:

  • Transaction Details

  • Document Details

  • Parent Document Details

  • Exceptions


Click the Options icon (vertical ellipses) in the table header to Export the data set.

Note: Rejections on documents outside of project and task end dates are not displayed. The association through project and task GL period does not populate rejections for projects and tasks that are outside of the project and task GL period range because a budget does not exist for these periods.

Note: If the most recent action on a document is a rejection, then that document is included in this results table.

Projects Command Center Configuration

Setting Up Projects Command Center

The Projects Command Center product configuration setup must be completed after the installation and common configurations are completed as described in My Oracle Support Knowledge Document 2495053.1, Installing Oracle Enterprise Command Center Framework, 12.2.

Setup and Configuration Steps

To complete setup of the Oracle Projects Command Center, you must perform the following:

  1. Setting Profile Options

  2. Configuring Descriptive Flexfields for Search

  3. Loading Projects Command Center data

Projects Profile Options

You must set the following profile option for loading data up to twelve (12) months:

Profile Option Name Description
PA: ECC Data Load Month The PA:ECC Data Load Month profile option provides the flexibility of loading data for up to twelve (12) periods for Costing, Capital, Billing, and Financial Flow dashboards. This site level profile option is relevant only for Full load and is not considered for Incremental load. Any modifications to the value of this profile option requires a Full load to be run to display the appropriate data in the dashboards. Behavior of the data load based on this profile option includes:

  • If the profile option is not set, then the application derives the current year based on the calendar setup for the specific Set of Books relevant to the Operating Unit of the Project.

  • If the profile option is set to a period prior to the current period (based on the system date), then the profile option value is considered as the starting period and data for the next 12 months (including start period) will be processed.

  • If the profile option is set to a period after the current period (based on the system date), then the profile option value is considered as the starting period in the previous year and data for 12 months (including the start period) will be processed.

Configuring Descriptive Flexfields for Search

Enterprise command centers support Descriptive Flexfields (DFFs) that enable you to search on DFF attributes. After you configure DFFs, you must run the full data load process, which ensures that the DFF attributes are available in the command center.

For additional information on configuring and customizing flexfields, see the Oracle E-Business Suite Flexfields Guide and My Oracle Support Knowledge Document 2495053.1, Installing Oracle Enterprise Command Center Framework, Release 12.2.

The following table describes the DFFs available in the Projects dashboards:

Dashboard Data Set DFF Title DFF Name DFF Attribute Group Name
Budgetary Control Dashboard pa-ds-cost-bcbalances Tasks PA_TASKS_DESC_FLEX Task Additional Details
Capital Dashboard pa-ds-cost-eicdl Expenditure Items Tasks PA_EXPENDITURE_ITEMS_DESC_FLEX Expenditure Items Additional Details
Task Additional Details
Costing Dashboard pa-ds-cost-eicdl Expenditure Items Tasks PA_EXPENDITURE_ITEMS_DESC_FLEX Expenditure Items Additional Details
Task Additional Details
Billing Dashboard pa-ds-cost-eicdl Expenditure Items PA_EXPENDITURE_ITEMS_DESC_FLEX Expenditure Item Additional Details
Billing Dashboard pa-ds-cost-eicdl Events PA_EVENTS_DESC_FLEX Events Additional Details
Billing Dashboard pa-ds-bill-revenueinvoice Draft Invoices PA_DRAFT_INVOICES_DESC_FLEX Event or Expenditure Details

Loading Projects Command Center Data

Run the Projects Costing Budgetary Control ECC Data Load, Projects Costing and Billing ECC Data Load, Projects Financial Flow ECC Data Load, and Projects G-Invoicing ECC Data Load concurrent programs to load data for the Projects dashboards. You can navigate to these concurrent programs from the Requests page in Oracle Projects.

Before you load data from Oracle E-Business Suite into the Oracle Projects Command Center, ensure that your EBS data is accurate and current by running any concurrent programs that impact attributes used in the command center.

The Costing dashboard has been designed so that a minimum of one Expenditure Item (EI) is required to display multiple metrics, chart sections, and summary level result tables. For any task level information or project level information to display on the dashboard, you must select a minimum of one EI against the task or project. This also applies to the refinement, as the dashboard is EI based. The refinements on the dashboard or the association of different tables on the dashboard depends on the data in the Overview table.

Run the concurrent program from the Search and Select page.

To load Projects Costing and Billing data

  1. From the Projects menu, navigate to the Search and Select page:

    (N) Projects > Requests > Schedule

  2. Click the New Request button and perform a search for Projects Costing Budgetary Control ECC Data Load, Projects Costing and Billing ECC Data Load, Projects Financial Flow ECC Data Load, and Projects G-Invoicing ECC Data Load. The Search and Select page appears.

  3. Select the button for your specific data load run and then click the Select button. The Schedule Request: Define page appears.

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  4. Click the Parameters tab.

  5. Select the appropriate Load Type:

    • Full Load: Loads all relevant Projects Command Center data specific to the concurrent program and is required for the first data load. If you select and run full load for subsequent requests, then this program clears all Projects Command Center data specific to the current program from ECC and loads fresh data.

    • Incremental Load: Loads the data modified and updated from the previous load only. Incremental load should be scheduled to run as often as required to keep the ECC dashboard current.

      Note: Any of the following changes are not considered and included for incremental load:

      • PA/GL Period related changes (including period status)

      • Accounting statuses (any progress or rejection in the accounting program for a given transaction)

      • Any modification to an asset in Fixed Assets (Retirement of Asset)

      • Project related changes

      • Task related changes

      • New Task to existing Projects

      • New Budget lines to existing Project/Tasks

    • Metadata Load: Loads Descriptive Flexfield (DFF) metadata. If there are any changes to the DFF definition, then you must run the program first with the Metadata Load option and then the Full Load option so that the DFF changes are displayed in the command center.

    • Click Select.

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  6. Enter one or more language codes in the Languages field for the output. For multiple language codes, use the format AA,BB,NN. For example, enter US,AR,KO. If the field is blank, then the data will be loaded for the base language only (usually US).

  7. Select the Log Level that you want the program to report. The default value is Error.

  8. Select True to enable SQL trace. Otherwise, select False.

  9. For the Projects Costing and Billing ECC Data Load program, you can enter an optional Operating Unit or a set of operating units for sequential data loading. This enables you to submit the program and process data for a specific operating unit, or for a set of operating units.

  10. Select an optional value for Reset Dataset. You can extend the existing data set, or reset the entire data set.

  11. Click Continue.

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  12. From the Schedule Request: Review page, click Submit. The request ID information displays.

  13. Click OK to exit and close the page. The Requests page appears and displays all of your requests. You can click the Details icon to view your request details.

Business Rules and Validation

The Costing dashboard uses the following business rules and validations:

Subject Rule / Validation
Cost consideration for Capital Projects based on project setup to calculate CIP based on Raw cost or Burdened Cost Based on the project setup for Capital projects to calculate CIP on raw cost and burdened cost, the dashboard displays the values accordingly for Metrics, Charts, and other components.
For example, if the CIP Cost Type is 'Raw' for a project, then the ECC dashboard will use raw cost defined on the expenditure budget and vice versa.
Criteria in order for Projects or Tasks to be visible on the dashboard All metrics and data consider only those transactions within three GL quarters. For a project or task to appear on the Costing dashboard, there should exist a minimum of one transaction against that project or task which is either created or updated within three GL quarters.
Recalculation / Adjustment on Transactions When a transaction that is costed and accounted is marked for recalculation, the raw cost and burden cost on the transaction level is nullified, but the accounted information in GL is not nullified.
For such cases, the dashboard represents metrics as described in the following table:
Date Action Uncosted Transactions Total Expenditures Unaccounted Expenditures Value Accounted Expenditures (Projects) Accounted Expenditures (SLA) Accounted Expenditures (GL)
20-Oct n/a 3 20000 4000 16000 16000 16000
21-Oct EI XXX marked for Recalculation (Cost: 2000) 4 2000 4000 16000 16000 16000
22-Oct EI XXX cost Distributed (Cost: 2500) 3 20500 4500 16000 16000 16000
23-Oct EI XXX Accounting Events Generated 3 20500 4000 16500 16000 16000
24-Oct Accounting Complete 3 20500 4000 16500 16500 16000
25-Oct Post to GL 3 20500 4000 16500 16500 16500

The overview results table (accounting related columns) retains old values unless the respective process is run. For example, the cost distribution process may change the PA or GL period, the debit account based on the run date of the concurrent program and the generate costing event program may change the credit account.