Enabling Projects Features

Before users can start planning projects, you must enable Projects features. Enable only the features you want to use. Based on your selections, dimensions, drivers, forms, and accounts are populated. You can come back later and incrementally enable additional features; however you must enable all the dimensions you want to include in the application the first time you enable features.

Note:

After you enable a feature, you can’t later disable it.
  1. From the Home page, click Application Application icon, and then click Configure Configure icon.
  2. From the Configure list, select Projects, and then click Enable Features.
  3. Select the features you want to enable and then click Enable. Except as noted, you can come back later and enable additional features, so enable only the features you need to use now.

Table 7-1 Enabling Projects Features

Enable Description
Project Type

Select the project types for planning.

Enable only the project types you need. You can later enable additional project types if needed.

You must enable Capital before you can enable Capital projects, and add a custom dimension in Capital called Project (the default dimension name in Projects). If you plan to rename and use a different name for the Project dimension in Projects, use that same dimension name in Capital.

See Enabling Project Type.

Revenue

Provides the ability to manage revenue.

Available only for Contract projects. You can track revenue by directly entering it (Direct Input) or by setting up revenue drivers (Driver Based). Adds artifacts (forms, calculations, and reporting) to support revenue planning.

See Enabling Project Revenue.

Project Benefits

Tracks qualitative and quantitative project benefits.

See Enabling Project Benefits.

Expense

Select project related expenses to plan.

Track expenses by entering them (Direct Input) or by setting up expense drivers (Driver Based). Adds forms, calculations, and reporting to support expense planning. To use Job Rates from Workforce, you must first enable Workforce. To track utilization of Employees, you must enable Workforce before Projects, and for Granularity, select either Job or Employee and Job. To use Equipment Rates from Capital, you must first enable Capital.

See Enabling Project Expense.

Rolling Forecast

Enables rolling forecast for projects to allow project reporting and analysis over a rolling forecasting time period range.

See Enabling Rolling Forecast.

Project Reporting

Enables a reporting cube for Projects.

This selection is required if you select Project Management Cloud Integration. This option is available only for applications with Hybrid Essbase enabled.

Project Management Cloud Integration

Enables integration with Oracle Project Management Cloud. You must also select Project Reporting to fully support the integration.

This option is available only for applications that use a 12 month calendar with Hybrid Essbase enabled and is supported only for indirect and capital projects.

See Integrating EPM Planning Projects and Project Management and Enabling Project Management Cloud Integration.

Map/Rename Dimensions
  • Enable up to three additional custom dimensions in your application. For Projects, suggested dimensions are provided: Vendor, Phase, and Program.

  • Map custom dimensions to existing dimensions.

  • Rename base dimensions.

You must perform this step the first time you enable Projects.

See Enabling Map/Rename Dimensions.

The Projects artifacts are populated, including dimensions, forms, and accounts.

Table 7-2 Video

Your Goal Watch This Video

Learn about enabling and configuring Projects.

video cloud png Configuring Projects in Oracle Enterprise Planning Cloud