1. Administering Data Integration for Oracle Enterprise Performance Management Cloud
  2. Integrating Data
  3. Integrating EPM Planning Projects and Oracle Fusion Cloud Project Management (Project Management)
  4. Registering the Project Management Source

Registering the Project Management Source

When integrating sources from Project Management, you first create and register the source system and then specify the application type: Oracle ERP Cloud.

To add Project Management as a source:

  1. Launch Data Management.
  2. On the Setup tab, under Register, select Source System.
  3. In Source System, click Add.
  4. Enter the source system details:
    1. In Source System Name, enter the source system name.

      Enter the name you want to use for the Project Management source such as Project Management.

    2. In Source System Description, enter a description of the source system.
    3. In Source System Type, select Oracle ERP Cloud.

      Image shows the Source System page.

    4. Leave Fusion Budgetary Control unchecked.
    5. Leave Drill Though URL blank.
    6. Leave Application Filter blank.
  5. Click Configure Source Connection.

    The source connection configuration stores the Oracle ERP Cloud user name and password, and Service URL.

    Image shows the Configure Source Connection page.

  6. In User Name, enter the Oracle ERP Cloud user name.

    Enter the name of the Oracle ERP Cloud user who launches the process requests to send information between EPM Planning Projects and Project Management.

    Note:

    Web services require that you use your native user name and password and not your single sign-on user name and password.
  7. In Password, enter the Oracle ERP Cloud password.

    You must update this password any time you change your Oracle ERP Cloud password.

  8. In Services URL, enter the server information for the Fusion web service. For example, enter: https://server.
  9. Click Test Connection.

    The Test Connection step fails if the user has been assigned only Project Management roles. In addition, the user should be provisioned for the GL Integration role. However; integrations run with only Project Management roles.

    For information on GL integration roles, see Security Role Requirements for Oracle ERP Cloud Integrations.

  10. Click Configure.

    The confirmation "Source system [source system name] has been configured successfully" is displayed.

  11. Click Save.