This chapter covers the following topics:
This flow will help user to create a project with various details such as tasks, customers, key members, classification details, deliverables and deliverable actions.
PLSQL Flow
PJF_Create_Project_PLSQL
The following are the prerequisites for executing the flows:
This flow assumes that, all mandatory setups for creating and managing contract projects through PLSQL API are already done and that the user is licensed to actively use all modules of Oracle Projects.
The user and responsibility used must have all required security functions needed to create project and its associated entities listed.
The following profile options must be set:
| Profile | Value |
|---|---|
| HR: Business Group | Vision Corporation |
| HR: Security Profile | Vision Corporation |
| MO: Operating Unit | Vision Services |
| MO: Security Profile | Vision Corporation |
| MO: Default Operating Unit | Vision Services |
| GL Ledger Name | Vision Services (USA) |
The following predefined data must be used:
| Entity | Field Name | Field Value |
|---|---|---|
| PA_SET_GLOBAL_INFO | Version Number | 1 |
| User Id | 1319 | |
| Resp Id | 50604 |
The following data must be set up:
| Entity | Field Name | Field Value |
|---|---|---|
| PA_PROJECT_PUB_TASK_IN_Rec | PM Task Reference | 1 |
| Task Name | OFB API Task1 | |
| Long Task Name | OFB Flow API Task1 | |
| PA Task number | 1 | |
| Task Description | OFB API Task1 Desc | |
| Task Start Date | 01-Jan-2006(dd-MON-YYYY) | |
| Task Completion Date | 31-DEC-2015 (dd-MON-YYYY) | |
| Address Id | 1092 | |
| Carrying Out Organization Id | 246 | |
| Service Type Code | Consulting | |
| Task Manager Person Id | 53 | |
| Billable Flag | Y | |
| Chargeable Flag | Y | |
| Scheduled Start Date | 01-Jan-2006(dd-MON-YYYY) | |
| Scheduled Finish Date | 31-DEC-2015 (dd-MON-YYYY) | |
| Work Type Id | 10020 | |
| Display Sequence | 1 | |
| Wbs Level | 1 | |
| Baseline Start Date | 01-Jan-2006(dd-MON-YYYY) | |
| Baseline Finish Date | 31-DEC-2015 (dd-MON-YYYY) | |
| Status Code | 124 | |
| Task Type | 1 | |
| Milestone Flag | Y | |
| Critical Flag | Y | |
| Gen Etc Source Code | WORKPLAN_RESOURCES | |
| Financial Task Flag | Y | |
| PA_PROJECT_PUB_TASK_IN_Rec | Pm Task Reference | 2 |
| Task Name | OFB API Task2 | |
| Long Task Name | OFB Flow API Task2 | |
| PA Task number | 2 | |
| Task Description | OFB API Task2 Desc | |
| Task Start Date | 01-Jan-2006(dd-MON-YYYY) | |
| Task Completion Date | 31-DEC-2015 (dd-MON-YYYY) | |
| Address ID | 1092 | |
| Carrying Out Organization ID | 246 | |
| Service Type Code | Consulting | |
| Task Manager Person Id | 53 | |
| Billable Flag | Y | |
| Chargeable Flag | Y | |
| Scheduled Start Date | 01-Jan-2006(dd-MON-YYYY) | |
| Scheduled Finish Date | 31-Dec-2015(dd-MON-YYYY) | |
| Work Type ID | 10020 | |
| Display Sequence | 1 | |
| WBS Level | 1 | |
| Baseline Start Date | 01-Jan-2006(dd-MON-YYYY) | |
| Baseline Finish Date | 31-Dec-2015(dd-MON-YYYY) | |
| Status Code | 124 | |
| Task Type | 1 | |
| Milestone Flag | Y | |
| Critical Flag | Y | |
| Gen Etc Source Code | WORKPLAN_RESOURCES | |
| Financial Task Flag | Y | |
| PA_PROJECT_PUB_CUSTOMER_IN_Rec | Customer Id | 1004 |
| Project Relationship Code | Non-Paying | |
| Bill To Address Id | 1092 | |
| Ship To Address Id | 1092 | |
| Contact Id | 1087 | |
| Project Contact Type Code | BILLING | |
| Customer Bill Split | 0 | |
| Allow Inv User Rate Type | N | |
| Inv Rate Type | Corporate | |
| Inv Currency Code | USD | |
| Enable Top Task Cust Flag | N | |
| Bill Another Project Flag | N | |
| PA_PROJECT_PUB_PROJECT_ROLE_Rec | Person Id | 53 |
| Project Role Typ | PROJECT MANAGER | |
| Project Role Meaning | PROJECT MANAGER | |
| Start Date | 01-Jan-2006(dd-MON-YYYY) | |
| End Date | 31-Dec-2015(dd-MON-YYYY) | |
| PA_PROJECT_PUB_PROJECT_ROLE_Rec | Person Id | 54 |
| Project Role Type | 1169 | |
| Project Role Meaning | Team Member | |
| Start Date | 01-Jan-2006(dd-MON-YYYY) | |
| End Date | 31-Dec-2015(dd-MON-YYYY) | |
| PA_PROJECT_PUB_PROJECT_IN_Rec | ||
| Pm Project Reference | ?AP-PJT-API-DEMO | |
| Pa Project Number | ?AP-PJT-API-DEMO | |
| Project Name | ?AP-PJT-API-DEMO | |
| Long Name | ?AP-PJT-DEMO From OFB API Flow | |
| Created From Project Id | 1001 | |
| Carrying Out Organization Id | 246 | |
| Project Status Code | UNAPPROVED | |
| Description | ?AP-PJT-DEMO From OFB API Flow-Description | |
| Start Date | 01-Jan-2006(dd-MON-YYYY) | |
| Completion Date | 31-Dec-2015(dd-MON-YYYY) | |
| Distribution Rule | WORK/WORK | |
| Customer Id | 1005 | |
| Project Relationship Code | Primary | |
| Scheduled Start Date | 01-Jan-2006(dd-MON-YYYY) | |
| Scheduled Finish Date | 31-Dec-2015(dd-MON-YYYY) | |
| Project Currency Code | USD | |
| Allow Cross Charge Flag | Y | |
| Project Rate Type | ||
| Cc Process Labor Flag | Y | |
| Labor Tp Schedule Id | 1 | |
| Cc Process Nl Flag | Y | |
| Nl Tp Schedule Id | 1 | |
| Work Type Id | 10020 | |
| Calendar Id | 548 | |
| Location Id | 2 | |
| Probability Member Id | 1005 | |
| Project Value | 40000000 | |
| Expected Approval Date | 15-Jan-2015 (dd-MON-YYYY) | |
| Cost Job Group Id | 2 | |
| Bill Job Group Id | 2 | |
| Country Code | US | |
| Region | MA | |
| City | Boston | |
| Emp Bill Rate Schedule Id | 1228 | |
| Job Bill Rate Schedule Id | 1229 | |
| Invproc Currency Type | PROJFUNC_CURRENCY | |
| Revproc Currency Code | USD | |
| Project Bil Rate Type | Corporate | |
| Projfunc Currency Code | Corporate | |
| Projfunc Currency Code | USD | |
| Projfunc Bil Rate Type | Corporate | |
| Funding Rate Type | Corporate | |
| Baseline Funding Flag | N | |
| Multi Currency Billing Flag | N | |
| Non Lab Std Bill Rt Sch Id | 1231 | |
| Inv By Bill Trans Curr Flag | N | |
| Projfunc Cost Rate Type | Corporate | |
| Opp Value Currency Code | USD | |
| Revaluate Funding Flag | N | |
| Include Gains Losses Flag | N | |
| Non Labor Bill Rate Org Id | 458 | |
| Rev Ind Rate Sch Id | 41 | |
| Inv Ind Rate Sch Id | 41 | |
| Labor Sch Type | I | |
| Non Labor Sch Type | B | |
| Enable Top Task Customer Flag | N | |
| Enable Top Task Inv Mth Flag | N | |
| Projfunc Attr For Ar Flag | N | |
| Bill To Address Id | 1061 | |
| Ship To Address Id | 1061 | |
| Date Eff Funds Flag | N | |
| Ar Rec Notify Flag | Y | |
| Auto Release Pwp Inv | Y | |
| Adj On Std Inv | N | |
| PA_PROJECT_PUB_STRUCTURE_IN_Rec | Structure Type | FINANCIAL |
| Structure Version Name | OFB API-Structure | |
| Description | OFB API-Structure Desc | |
| PA_PROJECT_PUB_CLASS_CATEGORY_Rec | Class Category | Product |
| Class Code | Product 1 | |
| PA_PROJECT_PUB_DELIVERABLE_IN_Rec | Deliverable Short Name | OFBAPI |
| Deliverable Name | OFBAPI | |
| Description | OFBAPI-Document Deliverable Desc | |
| Deliverable Owner ID | 35 | |
| Status Code | DLVR_NOT_STARTED | |
| Deliverable Type Id | 10023 | |
| Pm Deliverable Reference | OFBAPI | |
| PA_PROJECT_PUB_ACTION_IN_Rec | Action Name | OFB API-Action 1 |
| Action Owner Id | 53 | |
| Function Code | NONE | |
| Due Date | 30-Nov-2015(dd-MON-YYYY) | |
| Description | OFB API-Action 1''s Description | |
| Pm Action Reference | OFB API-Action 1 | |
| Pm Deliverable Reference | OFBAPI |
Following are the details of the scenarios in the flow:
| Scenario | Objective | Artifact Method | Component Set | Main Component |
|---|---|---|---|---|
| PJF_Create_Project | Creation of project with tasks, customers, key members, classification details, deliverables and deliverable actions. | PLSQL | PA_PROJECT_PUB_CREATE_PROJECT | PA_PROJECT_PUB_CREATE_PROJECT_Main |