Oracle Fusion Applications Project Management Implementation Guide

Use Oracle Fusion Project Integration Gateway to integrate Oracle Fusion Projects with Primavera P6 Enterprise Project Portfolio Management. The integration enables project accountants, project billing specialists, and executives to centrally perform project costing, billing, accounting, and executive reporting tasks in Oracle Fusion Projects while enabling each project manager to perform detailed project planning and scheduling in Primavera P6 Enterprise Project Portfolio Management.

To ensure data integrity and efficiency, Oracle Fusion Project Integration Gateway defines a set framework in which data is exported from and imported into Oracle Fusion Projects. The following table and diagram provide an overview of the flow of information.

Global Integration Information

Export resources from the integration planning resource breakdown structure and associated rates to the global dictionary for resource and roles in Primavera P6 Enterprise Project Portfolio Management. Before export, raw or burdened cost rates are derived using logic for actual cost rates, increasing the accuracy of planned costs calculated for planned units.

Export either accounting or project accounting periods to use in Primavera P6 Enterprise Project Portfolio Management and to enable import of periodic project plans into Oracle Fusion Projects.

Project and Task Information

You must create projects and complete initial planning in Oracle Fusion Projects. After you build out the task structure to the required reporting level, you can activate integration and export your project and tasks to Primavera P6 Enterprise Project Portfolio Management. Export creates links between the project and tasks in Oracle Fusion Projects and between the project and WBS created in Primavera P6 Enterprise Project Portfolio Management. All export and import processing is dependent on these links.

Actual Amount Information

Export summarized actual amounts, as required, for comparing with planned amounts. For each integrated WBS that is linked to a lowest-level task, a summary activity is created to store actual quantity and costs in Primavera P6 Enterprise Project Portfolio Management.

Project Plan and Progress Information

After exporting a project and its tasks to Primavera P6 Enterprise Project Portfolio Management, you can build out the project structure, add WBS nodes and activities, assign resources, and complete planning to the desired detail. Use resources, roles, and expense categories created in the global dictionary based on the integration planning resource breakdown structure.

Information Type	From Application	To Application
Global integration information	Oracle Fusion Projects	Primavera P6 Enterprise Project Portfolio Management
Projects and task definition	Oracle Fusion Projects	Primavera P6 Enterprise Project Portfolio Management
Summarized project actual quantity and cost	Oracle Fusion Projects	Primavera P6 Enterprise Project Portfolio Management
Project plans and progress	Primavera P6 Enterprise Project Portfolio Management	Oracle Fusion Projects
Billing events	Oracle Fusion Projects	Primavera P6 Enterprise Project Portfolio Management
Event completion	Primavera P6 Enterprise Project Portfolio Management	Oracle Fusion Projects

Tip

Integration supports manual creation of resources or planning for labor or nonlabor amounts directly against activities in Primavera P6 Enterprise Project Portfolio Management.

Import project plan information into Oracle Fusion Projects as required. Before import, planned amounts for each resource are totaled up across all activities and child WBSs within the hierarchy of an integrated WBS. The summarized planning amounts are imported into a single task assignment that Oracle Fusion Projects creates for the resource against the lowest-level task associated with the integrated WBS.

After import, a baseline project plan is automatically created in Oracle Fusion Projects and progress is captured and published. Based on the project plan planning options in Oracle Fusion Projects, a baseline budget version can optionally be created.

Billing Information

For contract-based projects, you can export billing events that are assigned to milestone tasks to create finish milestone activities under the integrated WBS in Primavera P6 Enterprise Project Portfolio Management.

Import event completion information into Oracle Fusion Projects, as required, so that you can initiate contract billing activities.

53 Project Integration Gateway Configuration: Overview

Primavera P6 Enterprise Project Portfolio Management and Oracle Fusion Projects: How They Work Together

Global Integration Information

Project and Task Information

Actual Amount Information

Project Plan and Progress Information

Billing Information