Project Plan

Service to operate on project plan assignments.

Life Cycle Status: Active

QName: {http://xmlns.oracle.com/apps/projects/control/budgetsAndForecasts/projPlanServiceV3/}ProjectPlan

Service WSDL URL: https://servername/fscmService/ProjectPlanV3?WSDL

Logical Business Objects

  • Projects : Project Control : Project Plan

Relationships

The following table describes how this service data object is related to other service data objects or business object services.

Relationship Type Object or Service

Handles

Project Plan Error Message

Handles

Project Task Assignment Create

Handles

Project Task Assignment Delete Response

Handles

Project Plan SDO

Handles

Project Task Assignment Replace Response

Handles

Project Task Assignment

Handles

Project Plan Message Token

Handles

Project Task Assignment Descriptive Flexfields

Handles

Project Plan Period Projects

Handles

Project Plan Status

Handles

Project Task Assignment

Handles

Project Plan Period

Handles

Project Task Assignment Update

Handles

Project Task Assignment Period

Handles

Project Task Assignment Delete

Handles

Project Task Assignment Period

Handles

Project Task Assignment Create Response

Handles

Project Task Assignment

Handles

Project Plan Message

Handles

Project Plan Task

Handles

Project Task Assignment Descriptive Flexfields

Handles

Project Task Assignment Replace

Operations

processProjectPlan

Creates task assignment for a project plan.

Life Cycle Status: Active

Request Payload

Element Name Type Description

projPlanList

Project Plan SDO

List of new task assignments for a project plan.

Response Payload

Element Name Type Description

result

Project Plan Status

Indicates the success or failure of the process.

projectPlanPeriodicActuals

Creates actual amounts grouped by periods for a project.

Life Cycle Status: Active

Request Payload

Element Name Type Description

projectIdList

long

List of project IDs.

periodName

string

List of period names.

Response Payload

Element Name Type Description

result

Project Plan Period Projects

return list of output rows

updateProjectPlanTypeSettings

Updates project plan type settings.

Life Cycle Status: Active

Request Payload

Element Name Type Description

projectId

long

Identifies the project.

calendarType

string

Identifies the calendar.

ntpRateDateType

string

Identifies the rate date type.

ntpRateDate

{http://xmlns.oracle.com/adf/svc/types/}date-Date

Identifies the rate date.

periodProfileId

long

Identifies the period profile.

currentPlanningPeriod

string

Identifies the current planning period.

autoRollupDateTasks

string

Identifies the rollup task indicator.

raTaskDatesSame

string

Identifies the task assignment date. Task assignment date has the same value as the task date.

enableCostForProjPlan

string

Indicates if the project plan is enabled for tracking costs.

Response Payload

Element Name Type Description

result

Project Plan Status

return parameter

deleteResourceAssignment

The service method to delete select resource assignments in the project plan.

Life Cycle Status: Active

Request Payload

Element Name Type Description

RowList

Project Task Assignment Delete

The list of resource assignments to be deleted.

Response Payload

Element Name Type Description

result

Project Task Assignment Delete Response

The return status of the delete operation.

createResourceAssignment

The service method to create resource assignments in the project plan.

Life Cycle Status: Active

Request Payload

Element Name Type Description

assignRowList

Project Task Assignment Create

The list of the resource assignments to be created..

Response Payload

Element Name Type Description

result

Project Task Assignment Create Response

The return status of the create operation.

replaceResourceAssignment

The service method to replace select resource assignments in the project plan.

Life Cycle Status: Active

Request Payload

Element Name Type Description

replaceRowList

Project Task Assignment Replace

The list of the resource assignments to be replaced.

Response Payload

Element Name Type Description

result

Project Task Assignment Replace Response

The return status of the replace operation.

getPlanIntegrationProject

Returns the project details based on the project ID.

Life Cycle Status: Active

Request Payload

Element Name Type Description

projectId

long

Identifier of a project.

Response Payload

Element Name Type Description

result

Project Plan SDO

return status details.

findResourceAsgByTask

The service method to find resource assignments for a specific task in a project plan.

Life Cycle Status: Active

Request Payload

Element Name Type Description

findCriteria

{http://xmlns.oracle.com/adf/svc/types/}FindCriteria

The search criteria to find the resource assignment.

ProjectName

string

The name of the project.

ProjectNumber

string

The alphanumeric identifier of the project.

ProjectId

long

The identifier of the project.

TaskNumber

string

The number of the task.

TaskName

string

The name of the task.

TaskId

long

The identifier of the task.

EndDate

{http://xmlns.oracle.com/adf/svc/types/}date-Date

The end date value for filtering resource assignments. The assignments that are starting after this date will not be shown.

StartDate

{http://xmlns.oracle.com/adf/svc/types/}date-Date

The start date value for filtering resource assignments. The assignments that are starting before this date will not be shown.

Alias

string

The alias given for the resource in the RBS.

RbsElementId

string

The identifier of the resource.

ShowPeriods

string

A flag that controls if the periodic information of the assignments would be shown.

findControl

{http://xmlns.oracle.com/adf/svc/types/}FindControl

A parameter that is reserved for future use.

Response Payload

Element Name Type Description

result

Project Task Assignment

The details of the return status.

findResourceAsgByProject

The service method to find resource assignments for a project plan.

Life Cycle Status: Active

Request Payload

Element Name Type Description

findCriteria

{http://xmlns.oracle.com/adf/svc/types/}FindCriteria

The search criteria to find the resource assignment.

ProjectName

string

The name of the project

ProjectNumber

string

The alphanumeric identifier of the project.

ProjectId

long

The identifier of the project.

StartDate

{http://xmlns.oracle.com/adf/svc/types/}date-Date

The start date value for filtering resource assignments. The assignments that are starting before this date will not be shown.

EndDate

{http://xmlns.oracle.com/adf/svc/types/}date-Date

The end date value for filtering resource assignments. The assignments that are starting after this date will not be shown.

Alias

string

The alias given for the resource in the RBS.

RbsElementId

string

The identifier of the resource.

ShowPeriods

string

A flag that controls if the periodic information of the assignments would be shown.

findControl

{http://xmlns.oracle.com/adf/svc/types/}FindControl

A parameter that is reserved for future use.

Response Payload

Element Name Type Description

result

Project Task Assignment

The details of the return status.

updatePlanLineDff

The service method to update Plan Line descriptive flex fields.

Life Cycle Status: Active

Request Payload

Element Name Type Description

planLine

Project Task Assignment

DFF attributes of the plan line to be updated.

Response Payload

Element Name Type Description

result

Project Task Assignment

Returns the status, success if plan lines descriptive flex fields are updated, or failure if otherwise.

Security

The following tables list the privileges required to perform the service operations, and the duty roles that each privilege is granted to.

Service Operations to Privileges Mapping

Operation Name Privilege Code Privilege Name Privilege Description

All Operations

PJO_MANAGE_PROJECT_FINANCIAL_PLANS_SERVICE_PRIV

Manage Project Financial Plans Service

Allows access to the project financial plans service for the creation, update, and maintenance of project plans, budgets, and forecasts using a service.

Privileges to Duty Roles Mapping

Privilege Code Granted to Duty Role Code Granted to Duty Role Name Granted To Duty Role Description

PJO_MANAGE_PROJECT_FINANCIAL_PLANS_SERVICE_PRIV

ORA_PJF_GRANTS_ADMINISTRATOR_JOB

Grants Administrator

Assists the principal investigator with the administrative functions of an award and its related projects, particularly with data collection and data entry tasks.

PJO_MANAGE_PROJECT_FINANCIAL_PLANS_SERVICE_PRIV

ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB

Project Integration Specialist

Individual responsible for planning, coordinating, and supervising all activities related to the integration of project management information systems.

PJO_MANAGE_PROJECT_FINANCIAL_PLANS_SERVICE_PRIV

ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB

Principal Investigator

Controls and monitors the technical direction and academic quality of research projects such as laboratory studies or clinical trials. Ensures that projects comply with the terms, conditions, and policies defined by the sponsor and the institution. Owns ultimate responsibility for the management of the sponsored research award, especially in cases where funding is obtained from federal agencies such as the NIH or NSF.

PJO_MANAGE_PROJECT_FINANCIAL_PLANS_SERVICE_PRIV

ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB

Project Application Administrator

Collaborates with project application users to maintain consistent project application configuration, rules, and access.

PJO_MANAGE_PROJECT_FINANCIAL_PLANS_SERVICE_PRIV

ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB

Grants Department Administrator

Assists the principal investigator with the administrative functions of an award and its related projects, particularly with data collection and data entry tasks for one or more departments within the enterprise.

Duty Roles to Duty or Job Roles Mapping

Duty Role Code Granted to Duty or Job Role Code Granted to Duty or Job Role Name Granted To Duty or Job Role Description

ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB

ORA_GMS_AWARD_MANAGEMENT_DUTY

Award Management

Creates awards and related contract information. Manages award information such as keywords, funding sources, and budget periods. Manages projects associated with awards. Manages funding assigned to the award and allocated to projects and tasks. Submits process to update financial performance data for awards and award projects and views the financial data. Generates reports for submission to federal agencies.

ORA_PJF_GRANTS_ADMINISTRATOR_JOB

ORA_GMS_AWARD_MANAGEMENT_DUTY

Award Management

Creates awards and related contract information. Manages award information such as keywords, funding sources, and budget periods. Manages projects associated with awards. Manages funding assigned to the award and allocated to projects and tasks. Submits process to update financial performance data for awards and award projects and views the financial data. Generates reports for submission to federal agencies.

ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB

ORA_GMS_AWARD_MANAGEMENT_DUTY

Award Management

Creates awards and related contract information. Manages award information such as keywords, funding sources, and budget periods. Manages projects associated with awards. Manages funding assigned to the award and allocated to projects and tasks. Submits process to update financial performance data for awards and award projects and views the financial data. Generates reports for submission to federal agencies.

ORA_PJF_GRANTS_ADMINISTRATOR_JOB

ORA_OKC_CONTRACT_AMENDMENT_DUTY

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB

ORA_OKC_CONTRACT_AMENDMENT_TEAM_DUTY

Contract Amendment Team

Amends approved contracts honoring team access. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

ORA_PJF_GRANTS_ADMINISTRATOR_JOB

ORA_OKC_CONTRACT_AUTHORING_DUTY

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB

ORA_OKC_CONTRACT_AUTHORING_TEAM_DUTY

Contract Authoring Team

Authors contracts, including terms and conditions, interactions, and customer account information honoring team access.

ORA_PJF_GRANTS_ADMINISTRATOR_JOB

ORA_OKC_CONTRACT_SEARCH_VIEW_DUTY

Contract Search and View Access

Searches and views contracts for the assigned business units.

ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB

ORA_OKC_CONTRACT_SEARCH_VIEW_TEAM_DUTY

Contract Search and View Access Team

Searches and views contracts for the assigned business units by honoring team access.

ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB

ORA_OKC_CONTRACT_SETUP_DUTY

Contract Setup

Contract Setup

ORA_PJF_GRANTS_ADMINISTRATOR_JOB

ORA_OKC_CONTRACT_SETUP_DUTY

Contract Setup

Contract Setup

ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB

ORA_OKC_CONTRACT_SETUP_DUTY

Contract Setup

Contract Setup

ORA_PJF_GRANTS_ADMINISTRATOR_JOB

ORA_OKC_CONTRACT_TERMS_AUTHORING_OVERRIDE_DUTY

Contract Terms and Conditions Override Controls

Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions.

ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB

ORA_OKC_CONTRACT_TERMS_AUTHORING_OVERRIDE_DUTY

Contract Terms and Conditions Override Controls

Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions.

ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB

ORA_FUN_FSCM_LOAD_INTERFACE_ADMIN_DUTY

FSCM Load Interface Administration

Manages load interface file for import

ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB

ORA_FUN_FSCM_LOAD_INTERFACE_ADMIN_DUTY

FSCM Load Interface Administration

Manages load interface file for import

ORA_PJF_GRANTS_ADMINISTRATOR_JOB

ORA_FUN_FSCM_LOAD_INTERFACE_ADMIN_DUTY

FSCM Load Interface Administration

Manages load interface file for import

ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB

ORA_FUN_FSCM_LOAD_INTERFACE_ADMIN_DUTY

FSCM Load Interface Administration

Manages load interface file for import

ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB

ORA_FUN_FSCM_LOAD_INTERFACE_ADMIN_DUTY

FSCM Load Interface Administration

Manages load interface file for import

ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB

ORA_OKC_GRANT_CONTRACT_AMENDMENT_DUTY

Grant Contract Amendment

Amends approved grant contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB

ORA_OKC_GRANT_CONTRACT_AUTHORING_DUTY

Grant Contract Authoring

Authors grant contracts, including terms and conditions, interactions, and customer account information.

ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB

ORA_OKC_GRANT_CONTRACT_SEARCH_VIEW_DUTY

Grant Contract Search and View Access

Searches and views grant contracts for the assigned business units.

ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB

ORA_GMS_GRANTS_MANAGEMENT_ADMINISTRATION_DUTY

Grants Management Administration

Configures business unit implementation options, reference types, grants personnel, keywords, institutions, and other setup objects.

ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB

ORA_GL_PROJECTS_PERIOD_STATUS_MANAGEMENT_DUTY

Manage Projects Accounting Period Status

Manages Oracle Fusion Projects period status.

ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB

ORA_PER_MANAGE_USER_AND_ROLES_DUTY_FSCM

Manage Users

Creates and updates users and assigns roles to users.

ORA_PJF_GRANTS_ADMINISTRATOR_JOB

ORA_PER_MANAGE_USER_AND_ROLES_DUTY_FSCM

Manage Users

Creates and updates users and assigns roles to users.

ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB

ORA_PER_MANAGE_USER_AND_ROLES_DUTY_FSCM

Manage Users

Creates and updates users and assigns roles to users.

ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB

ORA_OKC_CONTRACT_TERMS_AUTHORING_NON_STANDARD_DUTY

Nonstandard Contract Terms and Conditions Authoring

Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms.

ORA_PJF_GRANTS_ADMINISTRATOR_JOB

ORA_OKC_CONTRACT_TERMS_AUTHORING_NON_STANDARD_DUTY

Nonstandard Contract Terms and Conditions Authoring

Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms.

ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB

ORA_OKC_CONTRACT_TERMS_AUTHORING_NON_STANDARD_DUTY

Nonstandard Contract Terms and Conditions Authoring

Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms.

ORA_PJF_GRANTS_ADMINISTRATOR_JOB

ORA_PJF_PROJECT_ADMINISTRATOR_JOB

Project Administrator

Assists the project manager with the administrative functions of a project, particularly the functions related to collecting and entering information into the project application.

ORA_PJF_GRANTS_ADMINISTRATOR_JOB

ORA_PJO_PROJECT_BUDGET_BASELINE_CREATION_DUTY

Project Budget Baseline Creation

Allows creation of baseline version of project budget.

ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB

ORA_PJO_PROJECT_BUDGET_BASELINE_CREATION_DUTY

Project Budget Baseline Creation

Allows creation of baseline version of project budget.

ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB

ORA_PJO_PROJECT_BUDGET_MANAGEMENT_DUTY

Project Budget Management

Creates, edits, and deletes working budget versions. Edits versions in Excel. Submits versions for baseline creation.

ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB

ORA_PJF_PROJECT_DEFINITION_DUTY

Project Definition

Edits project and task attributes.

ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB

ORA_PJT_PROJECT_EXECUTION_APPLICATION_ADMINISTRATION_DUTY

Project Execution Application Administration

Performs setup tasks such as defining progress thresholds, default calendar options for projects and resources, enterprise codes for projects and tasks, and calendars to establish work schedules for projects and resources. Manages project enterprise resources, project roles, resource pools, target utilization percentages, and project enterprise resource maintenance conditions. Initiates processes to maintain the project resource search index.

ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB

ORA_PJF_PROJECT_FINANCIAL_APPLICATION_ADMINISTRATION_DUTY

Project Financial Application Administration

Performs setup tasks for project costing and manages project costing business objects such as expenditure type, expenditure categories, rate schedules, and burden schedules. Performs setup tasks for contract billing and project performance reporting. Configures project plan types, financial plan types, spread curves, and period profiles. Configures setup options for integrating with external scheduling applications.

ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB

ORA_PJO_PROJECT_PLAN_MANAGEMENT_DUTY

Project Plan Management

Creates, edits, and deletes task assignments and views project progress.

ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB

ORA_PJT_PROJECT_RESOURCE_ASSIGNMENT_DUTY

Project Resource Assignment

Directly assigns a resource to a project without approval from the resource manager. Edits project resource assignment attributes such as from and to dates, effort, allocation percentage, and cost and bill rates.

ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB

ORA_PRJ_REVIEW_APPROVAL_TRANSACTIONS_DUTY

Project Transaction Approval Reviewing

Allows viewing the status of project transactions due for approval and taking appropriate action to expedite the approval process.

ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB

ORA_PJF_PROJECTS_REPORTING_ANALYSIS_DUTY

Projects Reporting Analysis

Access project Business Intelligence Applications data.

ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB

ORA_XCC_TRANSACTIONAL_DUTY

Transaction Entry with Budgetary Control

Manages the budgetary control tasks by job roles who perform transactions that are subject to budgetary control, such as accounts payable manager.

ORA_PJF_GRANTS_ADMINISTRATOR_JOB

ORA_XCC_TRANSACTIONAL_DUTY

Transaction Entry with Budgetary Control

Manages the budgetary control tasks by job roles who perform transactions that are subject to budgetary control, such as accounts payable manager.

ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB

ORA_XCC_TRANSACTIONAL_DUTY

Transaction Entry with Budgetary Control

Manages the budgetary control tasks by job roles who perform transactions that are subject to budgetary control, such as accounts payable manager.