Associate a Negotiation with an Oracle Fusion Project Management Project Plan

You can associate different negotiation events to tasks in an Oracle Fusion Project Management project plan. You might want to do this if at various points in the project life cycle, you need to conduct a negotiation to identify suppliers.

You can have multiple project plan tasks associated with a single negotiation, or you can have multiple negotiations associated with tasks from a single project plan. You can view the details about the project tasks and the associated negotiation from either Project Management or Oracle Sourcing.

In this example, Sean Pollard, a project manager is going to associate a bridge construction project with a negotiation that he is creating. Over the course of this negotiation definition, Sean will:

Create a negotiation to source for materials needed by the construction project
Identify requirements for the negotiation
Associate the requirements definition stage with tasks in the Bridge Construction project.
Create a new project to develop the procurement contract
Assign resources to the new project
Add the new project resources to the negotiation collaboration team

Associate a New Negotiation with Existing Project Tasks

In this first scenario, Sean begins creating a new negotiation. For the section that defines the negotiation requirements, he identifies resources from the project plan who should be added as members of the collaboration team. This scenario assumes that:

Sean has both the category manager and the project manager roles.
There is a project plan called Bridge Construction Project with a task called Specify negotiation requirements that is already defined in Oracle Fusion Project Management.
There is a negotiation style defined that allows a negotiation to include project information.

Sean begins on the Sourcing work area Navigator > Procurement > Negotiations.
He clicks Create Negotiation from the Tasks menu.
On the Create Negotiation dialog box he accepts the default values for Procurement BU, Negotiation Type, Outcome, and Negotiation Currency. He also makes sure to select a negotiation style that supports projects, so he selects the Standard Negotiation style.
He clicks Create.
On the Edit Negotiation: Overview page, he enters Bridge Construction Project as the negotiation title, and selects a date three months in the future as the end date.
He clicks Project Tasks.
He clicks Associate Project Task.
On the dialog box, he partially enters the project name, Bridge. From the autosuggest list, he selects the project name Bridge Construction Project.
When the dialog box redisplays with the full project name, he uses the down arrow beside the Task field to display the list of tasks for this project.
From the list, Sean selects Specify negotiation requirements, to associate this task with a negotiation event.
When the dialog box redisplays with the task name, Sean uses the down arrow to display a list of Task Completion Events. He selects Requirements defined as the task completion event for this task.
He clicks OK.
Now Sean needs to add the project resources to collaboration team, so he clicks the Collaboration Team link.
He clicks Add Project Resources.
On the dialog box, he searches for his project.
He clicks Search.
When the dialog box reappears, it shows the resources defined to this project.
Sean selects and highlights all the people defined as resources for this project.
He clicks Apply and then OK.
Finally, Sean returns to the Edit Negotiation: Overview page, he clicks Save to save the information associated to a negotiation.

Associate a New Project Plan with an Existing Negotiation

While associating project tasks and resources with his negotiation, Sean notices that there is no project plan that concerns creating the procurement contract information. He decides to create a new project plan that deals with the contract terms. He will create this new project plan and associate it with the contract-related events in his negotiation. This scenario assumes that:

There is a negotiation style defined that allows a negotiation to include project information.
Sean has the category manager and the project manager roles.

Sean returns to the Project Tasks tab on the Edit Negotiation: Overview page, he clicks Create Project Plan. This opens a new window where he can define his project plan.
On the Create dialog box, he enters Bridge Construction - Create Contract Information as the name, sets finish date to six months away, and clicks Save and Close.
On the Manage Project Plan page, he clicks on the plus sign and adds a task he calls Define Basic Contract. He clicks Save and then selects the Manage Project Resources option from the menu.
When the Manage Project Resources page appears, he clicks Add Resource.

On the Add Project Resource pop up he clicks the down arrow next to Resource. He selects and adds the following resources to his project plan.

Name	Role
George White	Project team member
Eric Schweizer	Project team member
Lisa Phillips	Project team member

Once he has defined all the resources for his project, he clicks Save and Close to return to the Manage Project Plan page.
He clicks Save .
To continue defining his negotiation, Sean clicks the Edit Negotiation: Overview tab.