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
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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.
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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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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. |