Oracle Projects Fundamentals

Locations

Adding Operating Units

Adding Organizations to the Project Burdening Hierarchy Version

Case Study: Organization Change in Fremont Corporation

Business Assumptions

Business Requirements

Planning the Organization Change

Setup Steps Required for an Organization Change

Resources

Overview of Resources

People Resources

Resource Types

Resource Lists

Planning Resource Lists

Resource Breakdown Structure

Project Team Definition

Project Teams and Team Roles

Team Roles

Defining Nonscheduled Team Members

Staffing Plan

Defining Scheduled Team Members

Project Requirements

Project Assignments

Team Templates

Creating Team Templates

Applying Team Templates

Creating Administrative Assignments

Defining Organization Roles

Assigning People to Projects

Person Resource Schedules

Reviewing Person Schedules

Maintaining Person Schedules

Overview of Timelines

Rates

Overview of Rates

Using Rates for Costing

Using Rates for Billing

Using Rates for Workplan and Financial Planning

Project Definition and Information

Overview of Projects and Tasks

Project Structures

Overview of Project Structures

Enabling Project Structures

Workplan Structures

Program Management

Financial Structures

Defining Your Financial Structure

Managing Tasks In A Financial Structure

Viewing a Financial Structure

Running Financial Structure Process Updates

Integrating Workplan and Financial Structures

Project Lifecycles

Overview of Project Lifecycles

Defining Lifecycles

Using Lifecycles

Assigning Lifecycle Phases to Tasks

Project and Task Attributes

Project Information

Basic Project Information

Name

Long Name

Number

Project Organization

Project Type

Status

Description

Public Sector (Public)

Access Level

Location

Project Start and Finish Dates

Precedence for Displayed Start Date and Finish Date

Default Effective Dates for Team Members

Additional Information

Work Type

Assignment Precedes Task For Actuals

Billing Job Group

Additional Attributes

User-Defined Project Attributes

Calendars for Projects and Resources

Organizations

Team Members (Key Members)

Page Layouts and Tabs

Structures

Item Association

Tasks

Project Classifications

Performance Obligations

Capturing Performance Obligations

Deriving Progress Against Performance Obligations

Viewing Accounting Information for a Performance Obligation

Enabling Integration with Revenue Management in Cloud Service

Performance Obligation Upgrade and Migration

APIs to Support Performance Obligations

Reports and Concurrent Programs that Impact Performance Obligations

Pipeline

Resource Information

Candidate Score Weightings

Subteams

Additional Staffing Information

Costing Information

Costing Burden Schedules

Budgetary Control

Currency

Burden Schedule Overrides

Labor Multipliers

Asset Information

Capital Information

Billing Information

Billing Setup

Revenue and Billing Information

Invoice Formats

Funding

Billing Setup for Top Tasks

Credit Receivers

Billing Assignments

Customer Billing Retention

Standard Billing Schedules

Billing Currency

Billing Currency Options

Currency Option Check Boxes

Invoice Processing Currency

Conversion Attributes to Project Functional Currency, Project Currency, and Funding Currency

Currency Conversion Attributes

Rate Overrides

Job Bill Rate and Discount Overrides

Employee Bill Rates and Discount Overrides

Non-Labor Bill Rate and Discount Overrides

Job Overrides

Job Assignment Overrides

Job Billing Title Overrides

Job Group (Additional Information Window)

Reporting Information

Cross Charge

Organization Overrides

Transaction Controls

Project Templates

Project Template Design Considerations

Creating a Project Based on a Project Template

Defining Project Templates and Quick Entry

Start Date and Finish Date in Project Templates

Quick Entry Date Shift Examples

Project and Task Organizations in Project Templates

Team Members in Project Templates

Project Classifications in Project Templates

Project Customers in Project Templates

Defining Quick Entry Fields

Specifying Project and Task Options for a Template

Enabling User-Defined Attributes in Project Templates

Creating, Updating, and Disabling Project Templates

Project and Task Information Entry

Entering Project and Task Options

Using Effective Dates to Enable or Disable Options

Creating Projects

Creating a New Project from a Project Template or Existing Project

Deleting a Project

Project Requests

Creating a Project from a Project Request

Viewing Projects and Project Information

Project Search

Minimum Search Criteria for All Methods

Keyword Searches

Simple Searches

Advanced Searches

Alternate Project Searches

Project Access Levels

Project List

Project Sets

Project Workbench

Project Workbench Organization

Project Tab

Resources Tab

Workplan Tab

Control Tab

Financial Tab

Reporting Tab

Supplier Tab

Billing Workbench

Supplier Workbench

Summary

Deductions

Create Deductions

Projects

Task Details

Organization Forecasting

Understanding Organization Forecasting

Organization Forecasting Concepts

Organization Forecasting Features

Using Organization Forecasting

Organization Forecasting Process Flow

Defining Prerequisite Forecast Information

Submitting Calculation Processes

Creating Versions and Generating Amounts

Reviewing Forecast Amounts

Adjusting Forecast Amounts

Submitting and Creating Baselines

Creating Organization Forecasts

Creating a Forecast Version and Generating Amounts

Maintaining Forecast Versions

Adjusting Generated Amounts

Reviewing Organization Forecast Results

Budgets and Forecasts Page

Organization Forecast Summary Page

Viewing Forecast Revenue Components

Viewing Forecast Cost Components

Viewing Forecast Utilization Components

Viewing Forecast Headcount Components

System Administration and Maintenance

Understanding Data Processing

Deferred Workflow Processes

Available Item Types

Recommended Process Scheduling Parameters

Archiving and Purging Projects

Purging Process Overview

Purging Safely and Efficiently

Prerequisites for Purging Projects

Statuses Associated with Purging

Purge Procedures

Instructions for Archiving and Purging Projects

Step One: Create a Purge Batch

Step Two: Review and Refine the List

Step Three: Validate the Projects in the Purge Batch

Step Four: Release the Purge Batch

Step Five: Start the Purge Process

Modifying an Existing Purge Batch

Deleting a Purge Batch

Correcting Errors

After Purging

Setting Up for Archiving and Purging

Assigning Purge Responsibility

Profile Option

Client Extensions

Transaction Tables Used in Archiving and Purging

Purged Tables and Archive Tables

Actuals Tables

Summarization Tables

Capitalization Tables

Multiple Reporting Currencies Tables

Cross Charge Tables

Staffing Transaction Tables

Resource Unassigned Time Tables

Mass Update for Projects and Tasks

Creating A Mass Update Batch

Mass Update Batches Window Reference

Processing A Mass Update Batch

Mass Update Batch Verifications

Impacts of Merging Customer Information

Entities Affected by Customer Merge Operations

Processes

Processes in Oracle Projects

Submitting Processes

Submitting Streamline Processes

Interface Streamline Processes

Project Streamline Processes

One-Step Interface Streamline Processes to GL

Distribution Processes

Create and Distribute Burden Transactions

Distribute Borrowed and Lent Amounts

Distribute Expense Report Adjustments

Distribute Labor Costs

Process Payroll Actuals

Payroll Distribution Employee Detail

Distribute Supplier Cost Adjustments

Distribute Total Burdened Cost

Distribute Usage and Miscellaneous Costs

Accrual Process

Generate Labor Cost Accruals

Reversal Process

Reverse Costed Labor Transactions

Generation Processes

Create Accounting

Create Periodic Capital Events

Generate Allocations Transactions

Delete Allocations Transactions

Generate Asset Lines

Generate Capitalized Interest Transactions

Generate Cost Accounting Events

Generate Cross Charge Accounting Events

Generate Draft Invoices

Generate Financial Plan Amounts

Delete Unreleased Invoices for a Range of Projects

Generate Draft Revenue

Delete Draft Revenue of a Single Project

Generate Revenue Accounting Events

Generate Intercompany Invoices

Release Allocations Transactions

Generate Assets Automatically for a Range of Projects

Place Assets in Service - API

Organization Forecasting Processes

Calculate Forecast Amounts (Incremental)

Calculate Forecast Amounts (Initial)

Generate Organization Forecasts

Update Forecast Amounts

Interface Processes

Interface Assets

Interface Expense Reports from Payables

Interface Intercompany Invoices to Receivables

Interface Invoices to Receivables

Interface Supplier Costs

Transfer Journal Entries to GL

Project Resource Management Processes

Automated Candidate Search

Generate Calendar Schedules

Process Forecast Exceptions

Perform Action Rules

Rebuild Timeline

Refresh Resource Availability

Burden Processes

Add New Organization Compiled Burden Multipliers

Compile All Burden Schedule Revisions

Summarization and Update Processes

Adjust Expenditure Items

Compute Forecast Labor Revenue

Copy Actual Amounts

Manage Project Requests and Maintain Projects

Maintain Budgetary Control Balances

Process Mass Update Batches

Process Structure Updates

Process Project Structure Updates

Refresh Project Summary Amounts

Refresh Resource Breakdown Structure Element Names

Refresh Transaction Summary Amounts

Revaluate Funding for a Single Project

Revaluate Funding for a Range of Projects

Delete Revaluated Funding for a Range of Projects

Summarize Unbilled Receivables / Unearned Revenue Balances

Update Project Summary Amounts

Upload Financial Plan Data from Microsoft Excel

Year End Budget Rollover

Tieback Processes

Tieback Asset Lines from Oracle Assets

Tieback Invoices from Receivables

Transaction Import Process

Transaction Import

Administrative Processes

Add Task Managers as Project Members on a Range of Projects

Archiving and Purging Processes

Create Invoice Organization Transaction Types Process

Maintain Project Resources

Optimize the Project Search Intermedia Index

Rebuild the Project Search Intermedia Index

Release Pay When Paid Holds

Streamline Rollup for Financial Plan and Workplan Versions

Sweep Transaction Accounting Events

Upgrade Bill Rate Schedules in Projects

Upgrade Budget Types and Budget Versions

Update Project Access Level

Upgrade Resource Lists to Planning Resource Lists

Upgrade Transaction Attributes

Performance and Exceptions Reporting Programs

Project Performance Reporting Setup Audit Report

Load Project and Resource Base Summaries

Load Project Performance Data

Update Project and Resource Base Summaries

Update Project Performance Data

Summarize Workplan and Financial Plan Data

Refresh Project Reporting Data Using Database Analytics

Update Project Reporting Data Using Database Analytics

Refresh Project and Resource Base Summaries

Refresh Project Performance Data

Delete Project Intelligence and Performance Reporting Data

Delete Project Performance Reporting Data

Process Resource Breakdown Structure Updates

Load Project Reporting Base Summaries and Performance Data

Update Project Reporting Base Summaries and Performance Data

Refresh Project Reporting Base Summaries and Performance Data

Launch Update Project Performance

Delete Historical Workplans and Financial Plans

Generate Performance Scores and Notifications

Generate and Distribute Reporting Pack

Project Deliverable Processes

Initiate Project Deliverable Actions

Relieve Project Deliverable Demand

Reports and Listings

Oracle Applications Common Report Parameters

Oracle Projects Common Report Parameters

Common Report Headings

Submitting Reports and Listings

Implementation Listings

Agreement Types Listing

AutoAccounting Functions Listing

AutoAccounting Lookup Sets Listing

AutoAccounting Rule Definitions Listing

AutoAccounting Segment Rule Pairings Listing

Class Categories and Codes Listing

Credit Types Listing

Employee Assignment Listing and Employee Assignments by Organization Listing

Event Types Listing

Expenditure Cost Rates Listing

Expenditure Types Listing

Implementation Options Listing

Invoice Formats Listing

Job Listing

Labor Cost Multipliers Listing

Labor Cost Rates Listing and Labor Cost Rates Listing By Organization

Labor Costing Rules Listing

Non-Labor Resources by Organization Listing

Organization Hierarchy Listing

Organization Listing

Project Contact Types Listing

Project Customer Relationships Listing

Project Roles Listing

Project Statuses Listing

Project Types Listing

Projects Lookups

Projects Periods

Revenue Categories Listing

Service Types Listing

Standard Rate Schedules Listing

Transaction Sources Listing

Units Definition Listing

Project Entry Reports

Project Configuration

Task Details

Work Breakdown Structure

Transaction Entry Reports

Expenditure Batch Status

Expense Report Entry

Missing Timecards

Pre-Approved Expenditures Entry Audit

Timecard Entry Report

Process Payroll Actuals Exception Report

Project Expenditures Reports

Capital Project Summary Report

Expenditures Detail Report

Expenditures Summary Report

Inactive Capital Projects Report

Project Asset Details Report

Project Expenditure Adjustment Activity

Transfer Activity Report

Project Financial Reports

Revenue, Cost, Budgets by Resources (Project Level)

Task - Revenue, Cost, Budgets by Resources

Revenue, Cost, Budgets by Work Breakdown Structure

Billing Review Reports

Invoice Review

Unbilled Receivables Aging

Agreement Status by Customer

Billing Process Flow Reports

Invoice Flow Detail and Invoice Flow Summary

Potential Revenue Summary

Project Billing Status

Revenue Flow Detail

Interface Audit Reports

Cost Audit Report

Cross Charge Audit Report

Revenue Audit Report

Interfaced CIP/RWIP Amounts by FA Period

Revaluated Funding Audit

Supplier Cost Audit Report

Supplier Invoice Audit Report

Expense Report Audit Report

Project Subledger Audit Reports

Project Subledger Summary

Project Subledger Detail by Project

Project Subledger Detail by Expenditure Type

Period Close Exception Reports

Transaction Exception Details

Transaction Exception Summary

Summarization Period Exceptions

Delete PA Periods Report

Organization Forecast Exception Report

Integration with Other Oracle Applications

System Integration

Integrating with Oracle Subledger Accounting

Accounting Event Model Overview

Understanding the Expenditures Accounting Event Entity

Understanding the Revenue Accounting Event Entity

Understanding the Budgets Accounting Event Entity

Understanding Accounting Events for Burden Encumbrances in Oracle Purchasing and Oracle Payables

Sweeping Transaction Accounting Events

Understanding Subledger Accounting Setup for Oracle Projects

Subledger Accounting Concurrent Programs

Reporting

Integrating with the Budget Execution Module of Oracle Federal Financials

Integrating with Oracle General Ledger

Implementing General Ledger

Data that Oracle Projects Predefines

Transferring Costs and Revenue to General Ledger

Journal Import

Posting in Oracle General Ledger

Tie Back Costs and Revenue

Opening and Closing Periods

Reporting

Other Journal Entry Issues

Integrating with Oracle Project Contracts

Overview of Oracle Project Contracts Integration

Integrating with Oracle Human Resources

Adding an Employee

Changing an Employee's Name

Terminating an Employee

Integrating with Oracle HR Rate by Criteria Matrices

Integrating with Oracle Cash Management

Integrating with Oracle Sales

Understanding Opportunity to Project Integration

Using Opportunity to Project Integration

Viewing Workflow Notifications

Integrating with Oracle Product Hub

Integrating with Oracle Payroll

Security in Oracle Projects

Security In Oracle Projects

Understanding Oracle Projects Security

Multiple Organization Access Control

Responsibility-Based Security

Project Security

Organization Security

Demonstrating a Security Check

Public APIs

Global Project Support

Providing Data Access Across Business Groups

Organization Hierarchies Overview

Jobs Overview

Business Group Access

Using Global Organization Hierarchies

Job Groups and Global Jobs

Using Job Groups in Oracle Projects

Defining Global Security Profiles

Multi-Currency Support

When Currency Amounts Are Calculated

Converting Multiple Currencies

Currency Models in Oracle Projects

Reporting Currencies

Multilingual Support

Accounting Periods and Dates for Transaction Processing

Accounting Transactions

Accounting Transactions for Cost

Accounting Transactions for Cost Accrual

Date Processing in Oracle Projects

Overview of Dates in Oracle Projects

Determining Dates

Financial Periods and Date Processing for Financial Accounting

Period-End Date Accounting

Expenditure Item Date Accounting

Expenditure Item Date Accounting with Common Accounting Periods

Examples of Accounting Date Derivation

When Accounting Dates Are Derived

Setting Up Expenditure Item Date Accounting

Predefined Setup for Oracle Subledger Accounting

Data that Oracle Projects Predefines for Oracle Subledger Accounting

Applications

Event Entities

Event Classes and Event Types

Process Categories

Accounting Event Class Options

Sources, Source Assignments, and Accounting Attribute Assignments

Journal Line Types

Account Derivation Rules

Journal Lines Definitions

Application Accounting Definitions

Subledger Accounting Methods

Post-Accounting Programs that Oracle Projects Defines

Menu Paths

Oracle Projects Navigation Paths

Glossary

Index

Oracle Projects Fundamentals

Contents