Starting a Project by Using Business Processes

A user, such as a Project Manager or Project Coordinator, can create a project using primarily business processes (BPs) without relying on integration tools, such as P6 or Microsoft Project, to create the project and maintain schedules and budgets. The following outlines the main steps that you can use to start a project.

To create and launch a new project:

  1. Go to the Company Workspace tab and switch to User mode.
  2. Complete a Project Request BP record.

    After the Project Request BP is approved, the system automatically creates a project, which includes an Activity Sheet and a Work Breakdown Structure (WBS) Sheet.

    The remaining steps are completed from the new Project.

  3. To confirm the Schedule Start Date, save the Activity Sheet properties.
  4. Add and remove activities and, if applicable, adjust the duration of each activity, and save your changes.
  5. (Optional) Update the activities to assign WBS codes.
  6. (Optional) Assign resources or roles to the activities.
  7. In the Activity Sheet, from the toolbar, click Actions, and select Create Baseline to create a baseline schedule, and then click Schedule from the toolbar to update the schedule.
  8. Use the Estimate BP to create one project estimate or multiple estimates for comparison.

    An Estimate BP record with an Approved status will update the Estimate column on the Project Cost Sheet. It is also used for the Estimate Cash Flow in the project.

  9. In the left Navigator, select Financial Analysis, and then select Cash Flow to refresh the cash flow curve for the Estimate BP.

    You can also use the Estimate BP record to create an Initial Budget BP automatically.

    Note: There must be a user in the Project Manager or Project Coordinator group in the project to receive the Initial Budget record sent for Prepare.

  10. If you chose not to create an Initial Budget BP automatically, create one manually; otherwise, update and approve the existing Initial Budget BP record.
  11. Refresh the cash flow curve for the project.

    Refreshing the Cash Flow adds curve start and end dates from the Activity Sheet for Forecast and Baseline curves with amounts from the Approved Initial Budget and Forecast Cost Sheet columns. By default, Cash Flow distribution uses an S-Curve, but you can select a different distribution for each curve in the Cash Flow curve properties in your Project Template or directly in a single-project shell. Do not change this in the ORACLE PROJECT TEMPLATE.

  12. Select the updated milestones, such as Project Start Date and Project Finish Date, on the Project Details form.
  13. Add the relevant activities and milestones to additional BPs, such as Change Order, Request for Information (RFI), and so on.


Last Published Monday, April 14, 2025