Enabling Projects Features
Note:
After you enable a feature, you can’t later disable it.Videos
Your Goal | Watch This Video |
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Learn about enabling and configuring Projects. |
Tutorials
Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.
Your Goal | Learn How |
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This 90-minute tutorial shows you how to configure and enable features in Projects. | |
This tutorial shows you how to incrementally enable contract projects and revenue planning, plan for expenses, plan for revenue, and analyze plans. |
- From the Home page, click Application , and then click Configure .
- From the Configure list, select Projects, and then click Enable Features.
- 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 |
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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. |
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. |
Project Benefits |
Tracks qualitative and quantitative 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 Employee or Employee and Job. To use Equipment Rates from Capital, you must first enable Capital. |
Rolling Forecast |
Enables rolling forecast for projects to allow project reporting and analysis over a rolling forecasting time period range. |
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 |
You must perform this step the first time you enable Projects. |