11g Release 7 (11.1.7)
Part Number E36898-02
Home
Contents
Book
List
Contact
Us
|
Oracle® Fusion Applications Project Financial Management Implementation Guide 11g Release 7 (11.1.7) Part Number E36898-02 |
Home |
Contents |
Book List |
Contact Us |
 Previous |
 Next |
This chapter contains the following:
Oracle Fusion Project Foundation and Oracle Fusion Project Management: How They Work Together
Use Oracle Fusion Project Integration Gateway to integrate Oracle Fusion Project Foundation with Oracle Fusion Project 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 Project Foundation and other Project Financial Management applications while enabling project managers to use Oracle Fusion Project Management to plan, progress, and manage projects.
Oracle Fusion Project Integration Gateway ensures data security, integrity, and efficiency by:
Enabling you to create an integration for a specific business unit and project unit combination
Defining a set framework in which data is transferred to Oracle Fusion Project Management
Create an integration for a specific business unit and project unit combination.
The business unit you select determines the currency used to display amounts in Oracle Fusion Project Management after you transfer project and task information. This currency is the primary ledger currency of the business unit.
The project unit you select determines which resource breakdown structure you can select as the integration planning resource breakdown structure that is the source of resources exported to Oracle Fusion Project Management.
Restriction
All projects exported from Oracle Fusion Project Foundation must use the integration planning resource breakdown structure as their primary planning resource breakdown structure.
Export planning resources of the Labor resource class from the integration planning resource breakdown structure in Oracle Fusion Project Foundation to create project enterprise labor resources in Oracle Fusion Project Management. If the exported planning resources already exist in Oracle Fusion Project Management, then they are linked to the corresponding project enterprise resources.
If planning resources are Named Person resources, then the Project enterprise labor resources created in Oracle Fusion Project Management during export are linked to the same HCM person as the planning resource. When exporting other labor resources a placeholder resource is created in Oracle Fusion Project Management.
Note
If you delete a planning resource after exporting it, the linked project enterprise resource is not deleted in Oracle Fusion Project Management.
Activate integration and export your project and tasks to Oracle Fusion Project Management after you build out the task structure to the required reporting level in Oracle Fusion Project Foundation.
Restriction
You cannot export projects if you previously exported them to another scheduling application using Oracle Fusion Project Integration Gateway.
The initial export links project and task information in the two applications, and enables you to incrementally export project and task data to Oracle Fusion Project Management. In Oracle Fusion Project Management, you can add subtasks under the exported tasks. You can also assign resources to the subtasks to complete detailed planning.
Restriction
After you export a project, you cannot delete the exported tasks, increase or decrease indent, or move the exported tasks within the project plan in either application.
Use Oracle Fusion Project Integration Gateway to integrate Oracle Fusion Project Portfolio Management 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 Project Portfolio Management while enabling each project manager to perform detailed project planning and scheduling in Primavera P6 Enterprise Project Portfolio Management.
Oracle Fusion Project Integration Gateway ensures data security, integrity, and efficiency by defining a set framework in which data is exported from and imported into Oracle Fusion Project Portfolio Management.
The following table and diagram provide an overview of the flow of information.
|
Information Type |
From Application |
To Application |
|---|---|---|
|
Global integration information |
Oracle Fusion Project Portfolio Management |
Primavera P6 Enterprise Project Portfolio Management |
|
Projects and task definition |
Oracle Fusion Project Portfolio Management |
Primavera P6 Enterprise Project Portfolio Management |
|
Summarized project actual quantity and cost |
Oracle Fusion Project Portfolio Management |
Primavera P6 Enterprise Project Portfolio Management |
|
Project plans and progress |
Primavera P6 Enterprise Project Portfolio Management |
Oracle Fusion Project Portfolio Management |
|
Billing events |
Oracle Fusion Project Portfolio Management |
Primavera P6 Enterprise Project Portfolio Management |
|
Event completion |
Primavera P6 Enterprise Project Portfolio Management |
Oracle Fusion Project Portfolio Management |
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 Project Portfolio Management.
You must create projects and the task structure required for financial management and reporting in Oracle Fusion Project Portfolio Management. You can then 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 Project Portfolio Management and between the project and WBS created in Primavera P6 Enterprise Project Portfolio Management. All export and import processing is dependent on these links.
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.
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.
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 Project Portfolio Management 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 Project Portfolio Management 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 Project Portfolio Management and progress is captured and published. A baseline budget version can be created simultaneously based on project plan planning options.
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 Project Portfolio Management, as required, so that you can initiate contract billing activities.
