3Project Plan Tasks and Schedule

This chapter contains the following:

Project Plan Creation

As a project manager, you can use the Project Management work area to manage the complete project lifecycle. First create projects for work planning, then have the project administrator enable the project for financial management. Alternatively, the project administrator can create the project directly in the Project Financial Management work area. Use one of the following methods to create a project for financial management:

  • Create projects in the Project Management work area, develop the project plan, optionally adding financial tasks, and enabling attributes, such as chargeable and billable. Later when you're ready for financial planning, a project administrator can enable the project for financial management from the Project Financial Management work area, Tasks panel tab. The project administrator must separately add a project manager when the project is enabled for financial management if the project manager in the Project Management work area isn't an HCM resource and hence wasn't copied to the Project Financial Management work area.

  • Create projects in the Project Financial Management work area. The project administrator can then directly add a project manager in the Project Financial Management work area. The project manager can now manage the complete project lifecycle in the Project Management work area.

Work Planning Before Financial Management

In many circumstances, project managers may need to create a project for planning, scheduling, or proposal purposes, without the need for financial management. The project manager can quickly create a project, add tasks, and plan resources. For example, you have a project related to a sales opportunity and the project manager must assess the schedule and staffing needs. The project can then continue indefinitely without financial management, or the project administrator can enable financial management for the project.

The figure shows the project lifecycle from initial work planning to later managing the financial aspects of your projects.

First create a project in the Project Management
work area, and later enable it to manage the financial aspects of
project planning.

You can create a project for planning and scheduling in one of the following ways:

  • Using the UI: from the Manage Project Plan page, My Projects infolet on the Project Management Dashboard, a requirement backlog, or from Oracle Fusion Sourcing.

  • Import Project Plan file-based data import feature.

  • Project Work Plan Version 2 SOAP web service.

  • Projects REST service.

    Tip: Create a project without using a project template.
  • Microsoft Project (Desktop) integration with Oracle Fusion Project Management.

When you create a project for planning and scheduling, you can optionally select a work plan template to provide the initial set of financial and nonfinancial tasks, milestones, and resources. Later, you can add more tasks individually or from work plan templates. Once you have created your project from the Project Management work area, you can:

  • Schedule project work

  • Assign work to team members

  • Request and assign resources

  • Have team members report progress

Enabling Project for Financial Management

Project administrators can enable the project for financial management using the Enable Project for Financial Management action from the Tasks panel tab in the Project Financial Management work area. Specify the organization, project number, and a project template. You can then perform activities such as creating budgets and forecasts, capturing project costs, and monitoring overall project profitability and financial performance. This approach enables you to manage your work and resources, calculate project costs, and generate invoices. When the project is enabled for financial management, the application performs the following actions:

  • Makes the financial tasks available for financial planning activities.

  • Updates the financial project plan with task start and finish dates.

  • Copies the legal entity from the project template. The project administrator can change the legal entity anytime until transactions are entered for the project.

  • Rolls up the labor resource effort and expense amounts to the lowest-level financial tasks, obtains the summarized resource planning information for each lowest-level financial task, and maps each resource against the primary planning resource breakdown structure.

Project administrators can manually enter the remaining attributes such as team members, project classifications, KPIs, descriptive flexfields, budgets and forecasts, and assets.

Deriving Dates for Financial Tasks

Start and finish dates are mandatory on financial project plan tasks. If a financial task doesn't have a start and finish date in the work plan and you enable a project for financial management, then the application derives the task dates as follows:

  • If the parent task has dates, then subtasks use the same dates.

  • If the parent tasks don't have dates, then subtasks use the project dates.

  • If the project doesn't have a finish date, then the project start date is used as the task finish date.

Work Planning and Financial Management Together

Create a project already enabled for financial management when the project is approved and resources need to report time and expenses against the project immediately. You can do so by creating the project using a project template or another project. Create any new work planning tasks as subtasks of the financial tasks.

The task dates assigned to financial tasks which are created using a work plan template or by copying a project plan are displayed in the Manage Project Plan page by default. However, keep in mind that dates assigned to financial tasks which are created manually aren't displayed in the Manage Project Plan page by default. You must run the Update Financial Project Plan and Progress process to view the updated financial task dates in Manage Project Plan page.

The figure shows how you can plan work and manage the financial aspects of your projects at the same time.

Manage the financial aspects of the project by
creating projects directly in the Project Financial Management work
area.

You can alternatively create a financial project plan with financial tasks in one of the following ways:

  • Import Projects file-based data import feature

  • Project Plan SOAP web service

  • Projects REST service

  • Microsoft Project integration with Oracle Fusion Project Foundation

The project manager then can add nonfinancial tasks and assign resources to the project and tasks on the Manage Project Plan page in the Project Management work area.

Updating the Financial Project Plan and Progress

As you continue to add tasks, staff the project, schedule tasks, and update progress, you must also update the financial project plan with the latest information. Use the Update Financial Project Plan and Progress action on the Manage Project Plan page of the Project Management work area to transfer the updated project plan and progress information to the Manage Financial Project Plan page. To update progress, you can take any of the following approaches that map to your business flows and project roles:

  • Update physical percent complete on the project plan and then choose to automatically capture and publish financial progress as part of the update flow.

  • Update physical percent complete on the project plan and then choose capture financial progress as part of the update flow. Then, review, update, and publish financial progress as a separate step from the Progress tab on the Manage Financial Project Plan page.

  • Perform all financial progress activities from the Progress tab on the Manage Financial Project Plan page. In this approach, financial progress updates are completely separate.

The application automatically summarizes resources, effort, and task dates to the lowest-level financial task.

Note: If you can only access the Manage Financial Project Plan page for a project in the Project Management work area, then you may need to be added as a project manager on the Manage Project Resources page for the project. To do this, either ask someone who already has access to add you, or ask the application administrator to add you from the Manage Project User Provisioning page (query the resource and select the action to Add Resource as Project Manager, then select the project).
Caution: When you use Project Execution Management, the Manage Project Plan page is the master project plan for planning and scheduling. Don't do any planning directly on the Manage Financial Project Plan page. Each time you choose the action to update financial project plan and progress, the process replaces all planning information in the financial project plan, including any planning done directly on the Manage Financial Project Plan page, with the latest plan from the Manage Project Plan page.
Summarizing Planning to Lowest-Level Financial Tasks

The action rolls up the labor resource effort and expense amounts, obtains the summarized resource planning information for each lowest-level financial task, and maps each resource against the primary planning resource breakdown structure for the project as follows.

The following logic is applicable when you have a non-centrally controlled planning resource breakdown structure that uses the named-person and expenditure type formats.

  • For named-person labor resources, if the resource breakdown structure uses the named-person resource format and the same named HCM person:

    • Exists as a resource on the planning resource breakdown structure, then the application adds that resource to the financial plan.

    • Doesn't exist as a resource on the project-specific planning resource breakdown structure, then the application adds that resource to the project-specific planning resource breakdown structure and then to the financial plan.

    • Doesn't exist in HCM, then the application maps the plan for the resource to the Labor resource class.

  • For expense resources created from expenditure types, if the resource breakdown structure uses the resource format of Expenditure Type and the same expenditure type:

    • Exists as a resource in the planning resource breakdown structure, then the application adds that resource to the financial plan.

    • Doesn't exist as a resource on the planning resource breakdown structure, then the application adds that resource to the project-specific planning resource breakdown structure and then to the financial project plan.

    • If the expense resource isn't associated with an expenditure type, the application maps the expense resource to the Financial Resources resource class.

The following logic is applicable when you have a centrally-controlled planning resource breakdown structure:

  • Named-person labor resources: If the resource breakdown uses the named-person resource format and the same-named HCM person exists on the planning resource breakdown structure, then the application adds that resource to the financial plan. Otherwise, the application maps the plan for the resource to the Labor resource class.

  • Expense resources created from expenditure types: If the resource breakdown structure uses the resource format of Expenditure Type and the same expenditure type exists as a resource, then the application adds that resource to the financial plan. Otherwise, the application maps the plan for the resource to the Financial Resources resource class.

Tip: You must add each named person and expenditure type to the centrally-controlled primary planning resource breakdown structure for a project if you want the summarized project plan to map to those specific resources on the financial plan.

When you use the action to send actual values to the Manage Financial Project Plan page, you can optionally:

  • Generate a budget when setting a baseline for your financial plan.

  • Generate a forecast when publishing financial progress.

Tracking Project Performance

Project managers can use the Project Management Dashboard to monitor the progress on work and financial performance of the project. To see the latest information on the dashboard, submit the Update Project Performance Data process from the Scheduled Processes page, the Actions panel tab on the Manage Project Plan page, or the Project Financial Management work area. Project managers can run this process for all the projects they're managing. The Health, Cost Budget, Milestones, Assignments, Time Cards, and Uninvoiced Costs infolets enable you to quickly review overall health, progress, and financial status of projects and take action to resolve issues.

Enable a Project for Financial Management

After a project manager creates a project in the Project Management work area, the project administrator can enable the project for financial management to perform financial activities, such as collecting costs, budgeting, forecasting, generating revenue, and billing.

Complete the following steps to enable your project for financial management:

  1. Navigate to the Project Financial Management work area.

  2. On the My Projects page, click the Enable Project for Financial Management link in the Tasks panel tab.

  3. In the Enable Project for Financial Management window, complete the following steps:

    1. Select the project name from the Project Name list. The application automatically populates the Project Number field based on the project you select.

    2. Select the project template from the Project Template list.

    3. Select the project organization from the Organization list.

  4. Click OK.

Project managers can add tasks and specify the duration. The duration remains constant and the effort is determined based on the number of resources and their allocation.

Fixed Duration Project Creation

To create a fixed duration project, select Fixed Duration in the Schedule Type list on the Create Project dialog box when creating a project. If you select a work plan template during project creation, keep in mind that the tasks inherit the schedule type of the project.

To convert a fixed effort project to a fixed duration project, update the schedule type of the project on the Edit Project Details page.

Note: Project application administrators can use the Manage Project Management Implementation Options setup task to assign the default schedule type for all new projects.

Fixed Duration Project Management

Project managers can create tasks and specify the start and finish dates, or specify the project duration. When you modify the number of resources and their allocation, the effort is automatically updated. When managing tasks, keep in mind the following:

  • When you assign resources, the default allocation is populated based on the allocation defined on the Manage Project Resources page.

  • Planned effort is calculated based on the project and resource calendars. So, if it's a nonworking day in the project calendar or the resource calendar, planned effort isn't calculated for that day.

Example of Fixed Duration Project Management

Here's a table that shows tasks along with Planned Start, Planned Finish, Planned Duration and Labor Resources. It also contains the calculated Planned Effort when the resource calendar has:

  • 5 working days per week, 8 hours per day.

  • 6 December, 2019 as a nonworking day for Anthony.

  • Saturdays and Sundays are nonworking days for all resources.

Task Labor Resource and Allocation Planned Start Planned Finish Planned Duration Planned Effort (In Hours)

Builder 1

Smith [100%]

25-Nov-19

25-Nov-19

1

8

Builder 2

Smith [100%], Anthony [100%]

26-Nov-19

27-Nov-19

1.5

24

Builder 3

Anthony [100%]

2-Dec-19

13-Dec-19

10

72

Let's take a closer look at the examples. In case of the task Builder 1, there's one resource with 100% allocation and the duration is 1 day. And, because the working hours are 8 hours per day, here's how the Planned Effort is calculated:

Planned Effort = Resource Allocation * Duration = 1*8 = 8 hours.

In case of the task Builder 2, there are 2 resources assigned with 100% allocation and the duration is 1.5 days. And, because the working hours are 8 hours per day, here's how the Planned Effort is calculated:

Planned Effort = Resource allocation * Duration = 8*1.5 + 8*1.5 = 24 hours.

In case of the task Builder 3, there's one resource with 100% allocation and the duration is 10 days. And, because the working hours are 8 hours per day and Anthony isn't working on December 6, 2019, here's how the Planned Effort is calculated:

Planned Effort = Resource allocation * Duration = 8*(10-1) = 72 hours.

Also, notice that work hasn't been calculated for December 7, 2019 and December 8, 2019 because they're Saturday and Sunday, which are nonworking days in the resource calendar.

Project managers can add tasks and specify the effort. The effort remains constant and the duration is determined based on the number of resources and their allocation.

Fixed Effort Project Creation

To create a fixed effort project, select Fixed Effort in the Schedule Type list on the Create Project dialog box when creating a project. If you select a work plan template during project creation, keep in mind that the tasks inherit the schedule type of the project.

To convert a fixed duration project to a fixed effort project, update the schedule type of the project on the Edit Project Details page.

Note: Project application administrators can use the Manage Project Management Implementation Options setup task to assign the default schedule type for all new projects in the organization.

When you use fixed effort schedule type, the planned effort remains constant when you change planned start and finish dates, or allocation. Let's update the planned allocation of Smith to 80 percent. The application automatically updates the planned duration to 17 days, and the planned finish date to 20 Dec, 2017. The following table displays the updated scenario:

Fixed Effort Project Management

Project managers can create tasks and specify the effort. When you modify the number of resources and their allocation, the duration is automatically updated. When managing tasks, keep in mind the following:

  • When you assign resources, the default allocation is populated based on the allocation defined on the Manage Project Resources page.

  • The Planned Duration is calculated based on the project and resource calendars. So, if it's a nonworking day in the project calendar or the resource calendar, duration is extended.

Example of Fixed Effort Project Management

Here's a table that shows tasks along with Planned Start, Planned Effort and Labor Resources. It also contains the calculated Planned Finish and Planned Duration when the resource calendar has:

  • 5 working days per week, 8 hours per day

  • December 6, 19 as a nonworking day for Anthony

  • Saturdays and Sundays are nonworking days for all resources

Task Planned Effort (In Hours) Labor Resource and Allocation Planned Start Planned Finish Planned Duration

Builder 1

8

Smith [50%]

25-Nov-19

26-Nov-19

2

Builder 2

16

Smith [100%], Anthony [100%]

27-Nov-19

27-Nov-19

1

Builder 3

72

Anthony [100%]

2-Dec-19

13-Dec-19

10

Let's take a closer look at the examples. In case of the task Builder 1, there's one resource with 50% allocation and Planned Effort of 8 hours. And, because the working hours are 8 hours per day, here's how the Planned Duration is calculated:

Planned Duration = Planned Effort/Resource Allocation = 8 / (8*0.5) = 2.

In case of the task Builder 2, there are 2 resources assigned with 100% allocation and Planned Effort is 16 hours. And, because the working hours are 8 hours per day, here's how the Planned Duration is calculated:

Planned Duration = Planned Effort/Resource Allocation = 16 / (8+8) = 1.

In case of the task Builder 3, there's one resource with 100% allocation and the Planned Effort is 72 hours. And, because the working hours are 8 hours per day and Anthony isn't working on December 6, 2019, here's how the Planned Duration is calculated:

Planned Duration = (Planned Effort/Resource Allocation) + Nonworking days = (72/8) + 1 = 10.

Also, notice that work hasn't been calculated for December 7, 2019 and December 8, 2019 because they're Saturday and Sunday, which are nonworking days in the resource calendar.

Project managers can create tasks and manage tasks. By default, the project start date will be the start date for the tasks. After you create tasks, you can also add dependencies and constraints. You can also add a time lag when you add dependencies.

If the schedule mode is Automatic, the task dates are automatically updated based on dependencies and constraints. Keep in mind that partial day scheduling is supported. For example, if there's a finish-to-start dependency between two tasks and if a predecessor task takes up only a partial duration of the last working day, then the start date of its successor task will be the same as end date of the predecessor task.

If the schedule mode is manual, you must manage the task dates manually or convert the schedule mode to automatic.

Note: Team members can also add to-do tasks from the Manage Tasks page and convert them into project tasks. However, they can't assign constraints and dependencies.

Examples of Tasks with Dependencies

When the schedule mode of the successor task is automatic, its dates are automatically populated based on its predecessor task dates. If a task has multiple predecessors, the application ensures that all the dependencies are met.

Here's a table that shows how task dates are determined for tasks with dependencies:

Task Name Start Finish Duration Predecessor

Builder 1

2-Dec-19

2-Dec-19

0.5

None

Builder 2

2-Dec-19

3-Dec-19

1

Builder 1 (Finish-to-start dependency)

Builder 3

2-Dec-19

3-Dec-19

2

None

Builder 4

4-Dec-19

4-Dec-19

1

Builder 3 (Finish-to-start dependency)

Builder 5

5-Dec-19

5-Dec-19

1

Builder 2 (Finish-to-start dependency), Builder 4 (Finish-to-start dependency)

Let's take a closer look at the examples. Start of Builder 1 task is December 2, 2019 and its Duration is 0.5 days. So, Start for its successor task, Builder 2, is the same and it uses the remaining 0.5 days. Because Duration of Builder 2 is 1 day, its Finish is December 3, 2019.

The Start date of the Builder 3 task is December 2, 2019 and its Duration is 2 days. So, Start of its successor task, Builder 4, is the next available day, December 4, 2019. Because the Duration of Builder 4 is 1 day, its Finish is December 4, 2019.

Let's look at the Builder 5 task. It has two predecessor tasks, Builder 2 and Builder 4, with finish-to-start dependencies. Finish for Builder 2 is after first half of December 3, 2019 according to which Start for Builder 5 should be December 3, 2019 or later. Finish for Builder 4 is December 4, 2019 according to which Start for Builder 5 should be December 5, 2019 or later. So, Start for Builder 5 is December 5, 2019 to ensure that both the dependencies are honored. And, because its duration is one day, its Finish is December 5, 2019.

Examples of Tasks with Dependencies and Constraints

When the schedule mode is automatic, and when there are both constraints and dependencies, the application tries to populate successor task dates such that both the constraints and dependencies are met. However, if there's a conflict, the constraint determines the dates.

Here's a table that shows how task dates are determined for tasks with dependencies and constraints.

Task Name Start Finish Duration (In Days) Predecessor Constraint

Builder 1

2-Dec-19

2-Dec-19

1

None

None

Builder 2

4-Dec-19

4-Dec-19

1

Builder 1 (Finish-to-start dependency)

Start on or after 4-Dec-19

Builder 3

2-Dec-19

2-Dec-19

1

None

None

Builder 4

5-Dec-19

6-Dec-19

2

Builder 3 (Finish-to-start dependency)

Finish on or after 6-Dec-19

Builder 5

2-Dec-19

2-Dec-19

1

None

None

Builder 6

2-Dec-19

2-Dec-19

1

Builder 5 (Finish-to-start dependency)

Start on 2-Dec-19

Let's take a closer look. The Builder 2 task has a predecessor task, Builder 1, according to which Start for Builder 2 should be December 3, 2019 or later. However, because it has a constraint Start on or after December 4, 2019, which is later, Start for Builder 2 is December 4, 2019. And, because the duration is 1 day, it Finish is December 4, 2019.

The task Builder 4 has a predecessor task, Builder 3, according to which Start for Builder 4 should be December 3, 2019 or later. However, because it has a constraint Finish on or after December 6, 2019, Finish for Builder 4 should be December 6, 2019 and therefore its Start should be December 5, 2019. So, Start for Builder 4 is December 5, 2019 and its Finish is December 6, 2019 so that both the conditions are met.

The task Builder 6 has a predecessor task, Builder 5, according to which the Start for Builder 6 should be December 3, 2019 or later. However, because it has a Constraint Start on December 2, 2019, which conflicts with the dependency, the constraint determines the dates for Builder 6. So, Start for Builder 6 is December 2, 2019. And, because Duration is 1 day, Finish for Builder 6 is December 2, 2019.

Project managers can set a primary baseline for their project plan in the project management work area to compare the baseline and current progress. You can create multiple baselines during the project lifecycle, and set any one of them as the primary baseline. Set baselines for your project plan to:

  • Track incremental project progress and performance.

  • Compare the current schedule and the primary baseline schedule on the Gantt chart.

  • Identify slippages in the project plan for future estimation for similar projects.

  • Use Oracle Transactional Business Intelligence for reporting on the baseline values.

Consider the following options when creating and setting baselines for your project plan.

  • Creating a baseline

  • Setting a primary baseline

  • Managing baselines

Creating a Baseline

If you have the Manage Project Work Plan Baselines privilege, then you can create and manage baselines. Create a baseline on the Manage Project Plan page. Click the Set Baseline action from the Actions menu. Provide a name and description for the baseline in the Set Baseline window. All baseline names must be unique. Select the Set as Primary check box to set the new baseline as the primary baseline.

Note: By default, the application assigns the first baseline you create for the project plan as the primary baseline. You can have one primary baseline at a time.

Setting a Primary Baseline

The application sets a baseline for all tasks in the project plan when you set a baseline and populates baseline columns with the data from the primary baseline.

Managing Baselines

Project managers with the specified privilege can manage the existing baselines for a project. Click the Manage Baselines action item from the Actions menu on the Manage Project Plan page to view all the available baselines. You can use the Manage Baselines window to set a new primary baseline or delete a baseline. You can't delete the primary baseline.

Primary baseline data appears on the Gantt chart in the Manage Project Plan page. You can also use Oracle Transactional Business Intelligence reports to track the variances between actual values and baseline values. Use the Baseline Variance Analysis sample report to understand how you can create your own custom reports using baseline data. You can use the Project Management - Planning Real Time subject area to create analyses.

Calendars, also known as schedules, define the standard working and nonworking time for projects and resources to which they're assigned. Working times are the days and total hours in a calendar during which work can occur. Nonworking times in a calendar are days and total hours for which work isn't scheduled, such as weekends and holidays.

Project application administrators can create calendars from the Manage Project Schedules page. Keep in mind that projects and resources can use only calendars with the Elapsed schedule type with one workday pattern of 7 days and one project shift.

A calendar consists of the following components:

  • Shifts: A shift is a period of time that can be defined by a start and end time, or duration. Only one shift per day is supported in Project Execution Management or Project Resource Management.

  • Workday Patterns: A workday pattern is a collection of one or more shifts for a specific number of days. A pattern repeats itself for a date range to define the complete schedule.

  • Schedule Exceptions: A schedule exception is a deviation from the schedule. The two types of exceptions are off period exceptions and work period exceptions. Off period exceptions convert working days to nonworking days. And, work period exceptions convert nonworking days to working days. Also, keep in mind that only full day exceptions are supported.

Assign Calendars to Projects

A project manager can assign a calendar to a project during project creation or when managing the project plan. The working days and total hours in the calendar are used to schedule the project plan. Project managers can also create events on the project calendar such as PTO, training, and team building activities.

Assign Calendars to Resources

Project application administrators can select a resource calendar when creating or editing a project enterprise resource. The working days and total working hours in a resource calendar are used to determine resource availability.

The Project Resources work area uses the resource calendar to determine a resource's available hours for a project. The Update Resource Utilization Data process calculates the resource's projected utilization with the available hours.

Set up Default Calendar Assignments

Project application administrators can select a default project calendar and resource calendar on the Define Project Management Implementation Options page. The default project calendar is automatically assigned to new projects, and the default resource calendar is automatically assigned to new project enterprise labor resources.

If you don't set up a default project or resource calendar, a predefined calendar with 8 hours per day, 5 days per week will be assigned. In the predefined calendar, working days are from Monday to Friday.

Note: The standard calendar is predefined and you can't modify it.

Project Statuses

The project status is set to Active when you create a project from the Manage Project Plan page. You can analyze projects using the project statuses.

Impact of Project Statuses

The following table lists the project statuses and what you can do with projects in that status.

Project Status What you can do?

Draft

  • Project managers can view draft projects in the Project Manager Dashboard and use the projects for requirements planning.

  • Team members can't see the tasks from draft projects on the Team Member Dashboard or the My Work work area.

Active

  • Project managers can view active projects in the Project Manager Dashboard and use the projects for requirements planning, project execution, and reporting.

  • Team members can view task assignments on active projects on the Team Member Dashboard and My Work work area.

Pending Close

  • Project managers can view pending projects in the Project Manager Dashboard and use the projects for project tracking, and reporting.

  • Team members can view task assignments on pending projects on the Team Member Dashboard and My Work work area.

Submitted

  • Project managers can view submitted projects in the Project Manager Dashboard and use the projects for project tracking, and reporting.

  • Team members can view task assignments on submitted projects on the Team Member Dashboard and My Work work area.

Closed

  • Project managers can't view closed projects in the Project Manager Dashboard or use the projects for requirements planning, project execution, and reporting.

  • Team members can't view tasks of closed projects on the Team Member Dashboard or in the My Work work area.

Project deliverables are used to track the output produced to complete a project or task. A deliverable can result from the need to satisfy an external contractual obligation, or the need to fulfill an internally-planned activity.

Here's a table that describes the attributes that you enter and update when managing deliverables.

Attribute Description

Deliverable type

A classification of deliverables.

Note: Project application administrators can create deliverable types from the Manage Deliverable Types page.

Name

The name for the deliverable. The deliverable type is set as the name by default. It supports up to 150 characters.

Priority

The priority that indicates the anticipated impact on work. Valid values are Low, Medium, and High. The default value is Medium.

Status

The status of the deliverable. Valid statuses are New, In progress, and Closed. The default value is New.

Attachments

The actual output files, notes, or URLs.

Note: You can add multiple attachments to a deliverable.

Need-by Date

The date by which the deliverable must be completed. The task finish date is set as the need-by date by default.

Owner

The user who's responsible for the deliverable completion. If a primary resource is assigned to a task, the primary resource is set as the owner by default.

Short Name

The short name for the deliverable that's used for reporting purposes. The deliverable type is set as the short name by default. It supports up to 30 characters. It's recommended that you use unique short names.

Creating and Managing Deliverables

Team members can create deliverables from the Manage Deliverables page.

Project managers can manage deliverables from the Manage Deliverables dialog box and assign them to team members.

Note: You must be a project enterprise labor resource to create, update, or own deliverables.

If project application administrator has opted in to the Expedite Your Project Planning with a New User Experience feature, project managers can create deliverables from the Deliverables tab of the Task Details dialog box. After a deliverable is created, it's automatically listed in the Work Items tab of the Task Details dialog box. For lowest-level tasks, you can also assign task completion event for deliverables from the Work Items tab.

If a task completion event is set, deliverables are considered as work items and drive task progress. A deliverable work item is marked as complete when the deliverable's status changes to the status specified as the task completion event. When all the work items associated with a task are completed, the task status changes to complete. Keep in mind that you can't manually update task progress to 100% if a task completion event is set. If your business doesn't require you to track progress through deliverables, you can leave the task completion event blank.

Deleting Deliverables

Project managers can remove deliverable associations from tasks. Project managers and team members can delete deliverables only if their status is New and if they aren't associated with tasks or requirements.

If project application administrator has opted in to the Expedite Your Project Planning with a New User Experience feature, project managers can't delete a deliverable after its status has changed to the status specified as the task completion event and the associated task is complete. When project managers delete a task, all the deliverables associated with the task are deleted.

Deliverable Notifications

Deliverable notifications inform you about deliverables assigned to you, completed deliverables, changes in deliverable ownership, and deliverables assigned to a new task. Notifications also inform deliverable creators, project managers, and deliverable assignees about the completed deliverables of the projects or tasks that they manage daily. If the deliverable is reassigned, both the old and the new owner are notified.

Deliverable notifications are sent using the email of the person who updated the deliverable.

Note: You will receive a single notification even if you have multiple roles on the project. You will not receive a notification for changes that you make.

Set Up Deliverable Notification

On the Project Manager or Team Member Dashboard, in the My Profile region, click Edit Email Notification Settings, and navigate to the Projects I Manage or Projects I Work On tabs to select notifications preferences.

Work items are used to manage association of a project task with:

  • Negotiations from Oracle Fusion Sourcing

  • Items and product change orders from Oracle Fusion Innovation Management

  • Concepts, proposals, and requirement specifications from Oracle Fusion Product Development

Work items are used to drive task progress if there's at least one work item with task completion event. A task is marked as complete when the status of all the work items match their corresponding task completion event. Keep in mind that you can't manually update task progress to 100% if task completion events are set.

If project application administrator has opted in to the Expedite Your Project Planning with a New User Experience feature, you can also use deliverables as work items.

Creating and Managing Work Items

Here's the list of ways in which project managers can create and update work items:

  • The Manage Work Items page or the Manage Work Items dialog box on the Manage Project Plan page

  • Corresponding Negotiation or Product Management pages

  • The Work Items tab of the Task Details dialog box if the Expedite Your Project Planning with a New User Experience feature has been opted in. Only negotiation work items and deliverables are available in this tab. The Work Items column won't be available on the Manage Project Plan page after the opt in.

Removing Work Items

Project managers can't remove a work item after its status has changed to the status specified as the task completion event and the associated task is complete.

Note: When you delete a task, Oracle Fusion Project Management removes its work items.

In this example, you create a project to manage negotiation through the various stages of a negotiation lifecycle.

Note: This topic is applicable only if you use Oracle Fusion Sourcing.

The following table summarizes key decisions for this scenario.

Decisions to Consider In This Example

Which team members will work on this project?

Amy Marlin is the project manager.

Anton James is the project team member.

What access do team members need?

Project team members must be project enterprise resources.

To access negotiations from the Manage Work Items page or the Work Items window, the user must be either a owner, collaboration team member, or an active agent for the negotiation.

What tasks must be completed and how much time will each task take?

Create a project plan with the tasks to track various negotiations.

Summary of Tasks

To complete a negotiation integrated with projects, complete the following tasks:

  • In Oracle Fusion Project Management, create a project, summary tasks, and subtasks to associate with the work items.

  • In Oracle Fusion Sourcing, create a negotiation.

  • In Oracle Fusion Project Management:

    • Associate the work item to the appropriate tasks in the project.

    • Specify task completion events to ensure that tasks are marked as complete based on work item events.

    • Verify that tasks are marked complete when task completion events are met.

Prerequisites

  1. Have access to Oracle Fusion Sourcing.

  2. In the Project Management work area, assign project enterprise resources as collaboration team members to a negotiation.

Creating a Project

  1. In the Project Management work area, click Create Project to create a project named Laptop Procurement.

  2. On the Manage Project Plan page, click Create and select Create Multiple Tasks from the submenu.

  3. Enter 8 in the Number of Tasks field and click OK. Complete the fields as shown in this table and then click Save.

    Task Name Resource

    Laptop Procurement

    Leave blank

    1.1 Research Market Conditions

    Anton James

    1.2 Develop Strategy

    Anton James

    1.3 Conduct Negotiation

    Leave blank

    1.3.1 Publish RFQ

    Anton James

    1.3.2 Hold Supplier Conference

    Anton James

    1.3.3 Close RFQ for Bidding

    Anton James

    1.4 Evaluate Quotes

    Anton James

    1.5 Award RFQ

    Anton James

Creating a Negotiation

In Oracle Fusion Sourcing:

  1. On the Negotiation work area, in the Tasks panel tab, click the Create Negotiation link.

  2. In the Create Negotiation window, complete the fields, and click Create.

    Field Value

    Negotiation Type

    RFQ

    Procurement BU and Negotiation Currency fields have default values. You can change them if required. Also, the Negotiation Style must have projects task enabled.

  3. On the Edit Negotiation tab, in the Overview train stop, complete the required fields.

    Field Value

    Title

    Laptop Procurement

    Close Date

    Future date

  4. On the Edit Negotiation tab, in the Lines train stop, you must add at least one line. Complete the required fields and click Save and Close.

    Field Value

    Description

    Goods for inventory

    Other mandatory fields in the Lines section have default values. You can change them as required.

Creating Work Items to Track Task Completion Events

In the Project Management work area, on the Manage Project Plan page:

  1. Click the Manage Work Items icon in the Publish RFQ task.

    Verify that the Work Items column is visible. If the column isn't visible, click Manage Columns and choose to display the column.

    If the Expedite Your Project Planning with a New User Experience feature is enabled, open the Work Items tab of the Task Details dialog box.

    Alternatively, open the Actions panel tab and click Manage Work Items.

  2. Complete the following fields and click Save and Close.

    Type Name Task Completion Event

    Negotiation

    Laptop Procurement

    Negotiation Published

    Similarly, you can create work items for all the other tasks mentioned above and specify task completion events for each work item.

Progressing the Negotiation and Driving Task Completion

Now verify that the project tracks the negotiation life cycle effectively.

In Oracle Fusion Sourcing, do the following:

  1. In the Negotiation work area, from the Tasks panel tab, click Manage Negotiations.

  2. On the Manage Negotiations tab, search for the Laptop Procurement negotiation.

  3. In the Search Results region, click the Laptop Procurement link to view the negotiation details.

  4. On the Edit Negotiation tab, Click Publish.

  5. Click Save. On publishing the negotiation the Publish RFQ task is marked as complete as the task completion event is met.

Project managers can create gates in the project timeline where all the stakeholders review the project results to date and make a decision whether to continue with the project or terminate it. A project manager can:

  • Create a gate

  • Add stakeholders (as gate approvers) to the gate

  • Start the gate review process

  • Change the gate status

  • Delete the gate

Lifecycle of a Project Gate

A project manager adds gates to a project plan and adds appropriate stakeholders to each gate using the Manage Task Details page. By default, the gate status is Closed. At each gate, the project manager changes the gate status to In Review to initiate the review process, and all the stakeholders receive a notification. Each of the stakeholders reviews the project results to date and sets their approval status to Approved or Rejected for that gate. If all the stakeholders approve, the project manager can open the gate and the project continues. If one or more stakeholders don't approve, then the project manager can either set the status for that gate to Terminated and end the project, or set the gate status back to Closed and the gate approval decision is revisited.

This figure shows the gate review and notification workflow.

Gate review and notification workflow

On encountering the first gate within the project plan, the project manager initiates the gate review. The project manager coordinates the responses to the gate review and sets the gate status accordingly.

Status Description Action on Status

Closed

Project tasks prior to this gate aren't complete. Project should not move to next tasks yet.

Change the status to:

  • In Review

  • Terminated, if you want to close the project without any gate review.

In Review

Stakeholders are reviewing the project results to date to decide whether to open the gate.

Change the status to:

  • Open

  • Closed

  • Terminated

Open

Gate review is complete. All stakeholders have approved opening the gate, and the project can continue.

Change the status to:

  • In Review

Note: This is a rare situation where a project manager wants rework on the previously completed project tasks, and so changes the status back to In Review.

Terminated

Gate review is complete. The stakeholders decide to discontinue the project at this gate.

Change the status to:

  • Closed

Note: This is a rare situation where a project manager wants to reconsider the project and so changes the status back to Closed.

Project Gate Notifications

Gate approvers are the stakeholders who decide whether a gate should be opened. A project manager adds or removes the approvers for the gate in the Manage Task Details window from the Manage Project Plan page. When a project manager changes the gate status to In Review, approvers receive gate review notifications.

Note: An approver must be a project enterprise labor resource, active as of the current date.

Notification Details

The approvers receives an email notification and also a worklist notification within the application. The notification displays the:

  • Gate details

  • Project details

  • Associated work items

  • Associated deliverables

An approver can:

  • Approve or reject the gate using the email notification.

  • Enter comments for the gate.

  • View deliverables from the email notification, if any.

  • Navigate to work items work area, if applicable.

A project manager can add or remove approvers only when the gate status is Closed or In Review. A project manager can view the approval status and related details in the Manage Task Details window. You can open the gate only when all approvers have approved the project.

Gate Approval Requests

The following table describes the impact of changing the gate status and the corresponding approval request status.

Request Status Action Impact

Send

On changing gate status to In Review

Sends an email notification to all the approvers.

Cancel

  • On changing gate status from In Review to Closed or Terminated

  • On deleting a gate

Cancels the email notification of all approvers.

Cancel

  • On approving or rejecting a gate on behalf of an approver

  • On removing an approver

Cancels the email notification of the selected approver.

In this example, you create a project to manage product development through the various stages of the product development lifecycle. The scope of the project is limited to the feasibility stage.

Note: This topic is applicable only if you use Oracle Fusion Innovation Management or Oracle Fusion Product Development.

The following table summarizes key decisions for this scenario.

Decisions to Consider In This Example

Which team members will work on this project?

Amy Marlin is the project manager.

Anton James is the project team member.

What access do team members need?

Project team members must be project enterprise resources.

Which types of work items of the product lifecycle will this project have?

Concept, Proposal, and Requirements Specification for Oracle Fusion Innovation Management.

Item and Product Change Order for Oracle Fusion Product Development.

What tasks must be completed and how much time will each task take?

Create a project plan with the tasks to track the submission and approval of the concept, proposal, and requirements specification.

Summary of Tasks

In this example, the scope is restricted to Innovation Management.

Do the following tasks to complete the feasibility stage of the solar powered car.

  • In Oracle Fusion Innovation Management, create concept, proposal, and requirements specification.

  • In Oracle Fusion Project Management, create a project with a summary task called Feasibility, and create subtasks that will be associated with the work items.

  • In Oracle Fusion Project Management:

    • Associate each work item to the appropriate tasks in the Solar Powered Car project.

    • Specify task completion events to ensure that tasks are marked as complete based on work item events.

    • Verify that tasks are mark complete when task completion events are met.

Prerequisites

  1. Have access to Oracle Fusion Innovation Management or Oracle Fusion Product Development.

  2. In the Project Management work area, assign team members of the product development team as project enterprise resources.

Creating a Project

  1. In the Project Management work area, click Create Project on the Actions panel tab to create a project named Solar Powered Car.

  2. On the Manage Project Plan page, click Create and select Create Multiple Tasks from the submenu.

  3. Enter 10 in the Number of Tasks field and click OK. Complete the fields as shown in this table and then click Save.

    Task Name Resource

    Solar Powered Car

    Leave blank

    1.1 Feasibility

    Leave blank

    1.1.1 Concept

    Leave blank

    1.1.1.1 Submit Concept

    Anton James

    1.1.1.2 Approve Concept

    Amy Marlin

    1.1.2 Proposal

    Leave blank

    1.1.2.1 Submit Proposal

    Anton James

    1.1.2.2 Approve Proposal

    Amy Marlin

    1.1.3 Requirements Specification

    Leave blank

    1.1.3.1 Submit Requirements Specification

    Anton James

    1.1.3.2 Approve Requirements Specification

    Amy Marlin

Creating Concept, Proposal, and Requirement Specification

In Oracle Fusion Innovation Management:

  1. In the Concepts work area, from the Tasks panel tab, click the Create Concept link.

  2. In the Create Concept window, complete the fields, and click Save and Close.

    Field Value

    Name

    Solar Powered Car

    Description

    Concept for the feasibility stage of the solar powered car.

    Once you create a concept, a proposal with the same name is automatically created.

  3. In the Concepts work area, from the Tasks panel tab, click the Create Requirements Specification link.

  4. In the Create Requirements Specification window, complete the fields, and click Save and Close.

    Field Value

    Requirements Specification

    Solar Powered Car

    Description

    Requirements specifications to define requirements for the feasibility stage of the solar powered car.

Creating Work Items to Track Task Completion Events

In Oracle Fusion Project Management, on the Manage Project Plan page:

  1. Click the Manage Work Items icon in the Submit Concept task.

    Verify that the Work Items column is visible. If the column isn't visible, click the Manage Columns icon and choose to display the column.

  2. In the Manage Work Items window, click Add Row.

  3. Complete the following fields.

    Type Name Task Completion Event

    Concept

    Solar Powered Car

    Submitted

    Similarly, create task completion events for submitting proposal and requirement specification.

  4. Click the Manage Work Items icon in the Approve Concept task.

  5. In the Manage Work Items window, click Add Row and complete the following fields.

    Type Name Task Completion Event

    Concept

    Solar Powered Car

    Approved

    Similarly, create task completion events for approving proposal and requirement specification.

Progressing the Product Development Lifecycle and Driving Task Completion

You must now verify that Project Management tracks the Product Development life cycle effectively.

In Oracle Fusion Innovation Management, do the following:

  1. In the Concepts work area, from the Tasks panel tab, click Manage Concepts.

  2. On the Manage Concepts tab, search for the Solar Powered Car concept.

  3. In the Search Results region, click the Solar Powered Car link to view the concept details.

  4. Review the concept, and then from the Actions menu click Submit for Approval. Notice that the status changes from Draft to Submitted.

  5. In the Submit for Approval window, click Select and Add.

  6. In the Select and Add: Reviewers window, search for and select a reviewer, and click OK.

  7. In the Submit for Approval window, click Submit.

  8. Click Done. On submitting the concept for approval the Submit Concept task in Project Management is marked as complete as the task completion event is met.

Examples of Project Expenses

You can plan for expenses on a task and keep track of actual and remaining amounts. While planning the project, you can view and update planned and actual project expenses for expense and labor resources. Later during project execution, you can then review the remaining costs.

Project application administrators can enable the Capture actual and remaining expense amounts above or below planned expense amounts option from the Define Project Management Implementation Options task in the Setup and Maintenance work area to capture expenses actual and remaining expense amounts separately from planned expense amounts. The application displays the sum of the actual and remaining expense amounts as the current expense amount that can be greater or less than the planned expense amounts.

Note: You can't disable the feature after it's enabled.

Planning Expenses on Projects

The following table demonstrates how expense amounts are calculated when you don't enable the option to capture expense amounts that are greater or less than the planned amount. Dave Brown is traveling to conduct product training to consultants. The following is an example of expenses planned for a task for Dave to travel to a different location and conduct product training. All values are in USD.

Expense Planned Amount Actual Amount Remaining Amount

Airfare

2000

2200

-200

Accommodation

10000

9990

10

Meals

500

450

50

Total Amount

12500

12640

-140

The following table demonstrates how you can capture project expenses that are greater or less than planned expense amounts when you enable the Capture actual and remaining expense amounts above or below planned expense amounts option. The current amount column displays the sum of the actual and remaining expense amounts.

Expense Planned Amount Actual Amount Remaining Amount Current Amount

Airfare

2000

2200

300

2500

Accommodation

10000

9990

410

10400

Meals

500

450

200

650

Total Amount

12500

12640

910

13550

A work plan template is standard set of project tasks and resource assignments. They enable project managers to standardize project creation across teams and act as an efficient starting point for creating task structures.

You can use work plan templates to add tasks and resources during project creation and to existing projects.

Advantages of using work plan templates:

  • Quickly build task structures by using standard task structures.

  • Save time in assigning resources by using generic resources and later replacing these resources with actual named-persons.

  • Save standard task structures and share them with other project managers.

Note: You can't use work plan templates when using Microsoft Project Integration.

Work Plan Template Creation

To create a work plan template, you must be the Project Manager or have the required privileges. To create a work plan template from a project, open the project and select Save as Work Plan Template from the Actions drop-down list on the Manage Project Plan page.

When you create a work plan template, it contains the following values from the project:

  • Financial and nonfinancial tasks along with their attributes such as duration, efforts, and dependencies

  • Gates

  • Milestones

  • Approvers from the Gate Approvers table

    Note: Approvers are saved as team members. Approvals and comments aren't copied.
  • All resources except project-specific resources

  • Expense resources on tasks

  • Deliverable types associated with tasks

  • Project resources as planned resources

    Note: The work plan template doesn't contain project-specific resources.
  • Resources along with roles if same resource with multiple roles exists

  • Resource assignments for each task

The application sets the tasks progress to zero and sets the following values to blank:

  • Start and Finish

  • Progress

  • Constraint type and date

  • Sprint and requirement

  • Actual expense amounts

  • Actual hours

  • Actual amounts for expense resources

Note: The application doesn't copy project information such as project codes, project dates, project status, and project hierarchy elements to the work plan template.

How You Add Tasks During Project Creation

Project managers can select a work plan template in the Create Project window when creating a project to add tasks from a work plan template.

When you add tasks from a work plan template, all the values in the work plan template are copied to the project. Refer to the Work Plan Template Creation section to learn about values contained in work plan templates.

Considerations for Editing Work Plan Templates

Project managers can edit work plan templates from the Edit Work Plan Template page. To navigate to the page, open Manage Project Plan page > click Manage Work Plan Template from the Actions panel tab > click the work plan template.

When you edit a work plan template, the existing projects based on the work plan template aren't updated. These changes are included only in the projects that are created after making these changes.

Considerations for Adding Tasks from a Work Plan Template

When you create tasks from a work plan template, here are a few things to keep in mind:

  • The tasks inherit the schedule type of the project.

  • Summary tasks in the work plan template are added as peers to the selected task in the project plan. If the selected task is at a project level, summary tasks in the work plan template are created as subtasks.

How You Share Work Plan Templates

Project managers can share work plan templates with other project managers in two ways:

  • Enable the Public check box when you use the Save as Work Plan Template action in your project plan.

  • Enable the Public check box for a work plan template in the Manage Work Plan Templates window.

FAQs for Project Deliverables

What's the difference between the name and short name of a deliverable?

The name field is used to capture the description of the deliverable. It supports up to 150 characters.

The short name field is used to identify the deliverable for reporting purposes. It supports up to 30 characters. It's recommended that you use unique short names.

Can deliverables for projects and tasks be inherited from associated requirements?

No. A deliverable associated with a requirement is not automatically associated with the tasks created for that requirement. You associate a deliverable with a task independent of associating a requirement with a task.

Why can't I delete a deliverable?

You can only delete deliverables that are in New status and aren't associated with tasks. However, you can disassociate deliverables from tasks.

If the Expedite Your Project Planning with a New User Experience feature has been opted in, you can't delete a deliverable if its status has changed to the status specified as the task completion event and the associated task is complete.

What happens when I duplicate a deliverable?

All information including associations with tasks and requirements is duplicated. However, attachments are not duplicated. The status of the duplicated deliverable is set to New.

How can I set task completion event for a deliverable?

Project managers can set task completion event for a deliverable only if project application administrator has opted in to the Expedite Your Project Planning with a New User Experience feature. After you add deliverables to a task, gate, or milestone, the deliverables are displayed in the Work Items tab of the Task Details dialog box by default. You can set task completion event from the Work Items tab.

FAQs for Project Plan Tasks and Schedule

What's the difference between fixed duration and fixed effort projects?

In fixed duration projects, task duration is fixed and task effort varies based on the number of resources assigned to the task and their allocation. It's a good idea to create fixed duration projects when you have strict milestones and deadlines.

In fixed effort projects, task effort is fixed and the task duration varies based on the number of resources assigned to the task and their allocation. Typically, you should create fixed effort projects when you have a tight budget for labor resources or when the availability of the required resources is crucial.

Can I update the schedule type of the Automatic tasks in the Project Plan?

Yes, you can change the schedule type of a task from Automatic to Manual. If dependencies on other tasks exist, then the application deletes the dependencies if you choose to proceed with the change.

Task numbers are unique and non-sequential identifiers within a project that can be populated from various sources.

When you create tasks from the Manage Project Plan page, the application automatically assigns task numbers. If required, you can enable the Task Number column in the Manage Project Plan page and edit the task numbers.

When you create a task from the Manage Financial Project Plan page, you must enter task numbers. Keep in mind that it's important to create and use a standard task numbering approach for financial tasks that represent charge codes.

Tip: If your organization uses a standard task numbering approach, you can update your work plan templates or project templates accordingly. This ensures that you always have standardized task numbers for your new project plans.

Why can't I access a financial project in the Project Management work area?

Project managers can't access financial projects from the Project Management work area until the project start date. However, you might want to access the project plan in the Project Management work area before the project start date for planning purposes. In such cases, project application administrators can enable access by changing the start date of the project manager from the Parties tab of the Manage Financial Project Settings page.

Project managers can share a view-only project plan with either all the users in the enterprise or with the project team and participants of the project hierarchy element to which the project belongs.

Project application administrators can extend the access to new members by adding them to the project hierarchy element from the Manage Enterprise Project Structures page.

If you're assigned to a task, click the project name link under the task name on the Manage Tasks page. This opens the project in the Project Plan page, which is a view-only page.

You can also view project plans from the View Projects page. To open the View Projects page, navigate to the My Work work area, open the Actions panel tab, and click the View Projects link. Then, click a project name link to view the project in the Project Plan page.

Note: If you don't have access to a project plan, ask the project manager to provide access.

Project managers can share a project plan in two ways: you can print the project plan and share it through email or you can provide view-only access to the project plan.

To print the project plan, open the Manage Project Plan page and then select Actions > Print.

To provide view-only access, click the Manage Project Details link in the Actions panel tab to open the Edit Project Details page. In the View-Only Project Plan Access section, select All users or Project team and participants of the project hierarchy element. Keep in mind that resources whose status is canceled can't access the project.

Project calendars determine standard working and nonworking times for resources working on projects. For example, a project calendar can designate the total number of working hours per day and any holidays that occur during the project dates. A project calendar is used to schedule project tasks, and to estimate project duration.

Resource calendars determine the total available working hours for resources.

Your implementation team defines the default project and resource calendars that are automatically assigned to new projects and resources. However, a project manager can assign another calendar to a project. Similarly, a project application administrator can assign a different calendar to a resource.

How can I change the project calendar after a project is created?

Project managers can change the project calendar from the Edit Project Details page. In the Project Management work area, open the Actions panel tab, and then click the Manage Project Details link to open the Edit Project Details page.

After you change the project calendar and return to the Manage Project Plan page, a banner appears with an option to update the tasks based on the new calendar. Click Update to reschedule project tasks based on the new calendar.

The project calendar uses the project start and end dates as allocation dates to create events for team members without project allocation dates.

Yes. Project managers can create events such as PTO, training, and team building activities. However, you can only edit or delete the events that you had created. You can't edit or delete events created by other team members.

By default, the project calendar displays the events from the standard calendar, and project and team member events. Project managers can enable additional event types such as deliverables, milestones, and project tasks using the Manage Event Display action on the Manage Project Calendar page.

They're events which don't have key dates that specify when an event takes place in the project schedule. For example, deliverable without need-by date, milestone without finish date, and project task without start or finish dates.

How can I view the list of recently accessed projects?

Project managers can view the list of recently accessed projects by selecting the Recent Projects saved search on the My Projects page. The Recent Projects list displays the last 15 projects accessed from both Project Financial Management and Project Management.

If you set My Projects as the Project Management home page or frequently access your recent projects, it's a good idea to set Recent Projects as the default Saved Search.

Note: You can't use additional filters when using the saved search Recent Projects. Any filters you use will be applied to all the projects that you have access to.

How can I set up a Project Management home page of my preference?

Project managers can set My Projects, Manage Project Plan, or Manage Financial Project Plan as their Project Management home page.

To set the Project Management home page:

  1. Open the Settings and Actions menu and click Set Preferences.

  2. Click Project and Grants Management Preferences.

  3. In the Project Management section, select the preferred page from the Home Page drop-down list.

If you select the Manage Project Plan page or the Manage Financial Project Plan as the default home page, they display the last visited project.

Why didn't task dates change when predecessor task dates changed?

Successor task dates don't change when its predecessor's task dates change if the schedule mode of the successor task is set to Manual. If you want the task dates to change automatically, change the schedule mode of the task to Automatic.

Why did the task dates change after I assigned a resource to the task?

Task dates are updated for fixed effort tasks based on the resource calendar. So, if a resource isn't working on a certain date, the task duration is extended.

Let's say you have a task that takes four days of effort, starts on Monday, and ends on Thursday. If you assign a resource with 100% allocation who isn't working on Wednesday, the task finish date moves to Friday.

Resource assignments with the Planned status are used by project managers as placeholders during project planning. These resources aren't included in projected utilization calculations. When it's time to begin work, you can request a confirmed or reserved assignment for the resource.

Project managers can add resources to a project for planning purposes without involving a resource manager. These resources have Planned as the assignment status.

You can submit a project resource request so that the resource manager can find qualified resources and fulfill the assignment.

If you, as a project manager, have the Assign Project Resource to Project privilege, you can directly fulfill the assignment and change the status from Planned to Confirmed.

Why is the default allocation percentage of a resource assigned to a task less than 100 percent?

The default resource allocation percentage of a resource assigned on a task is populated based on the allocation specified for the resource in the Manage Project Resources page. Note that you can change the default allocation percentage of a resource from the Manage Project Resources page.

Yes, you can change it from the Edit Project Details page. Click the Manage Project Details link in the Actions panel tab to open the Edit Project Details page.

Yes. However, keep in mind that there can only be one dependency between two tasks. For example, two tasks can't have both start-to-start and finish-to-finish dependencies.

What's critical path?

Critical path is the list of tasks whose delay can delay the project. To view critical tasks on the Gantt chart, click the Highlight Critical Path button.

What's progress line?

Progress line is a Gantt chart feature that provides a visual representation of project progress. It's typically used to identify tasks that are behind schedule.