Overview of Project Foundation Configuration

This table lists the setup task lists for Oracle Fusion Project Foundation.

Task or Task List Name

Description

Define Project Calendars and Periods

Manage calendars, accounting period statuses, and project accounting period statuses used for costing, budgeting, forecasting, billing, and project performance reporting.

Define Types and Categorizations

Manage various classifications used to describe and group projects, tasks, and transactions.

Define Project Roles

Define project roles and the business rules that control how the roles are assigned.

Define Project Resources

Define job mapping, attributes, and rate schedules for project resources.

Define Rate Schedules and Costing Rules

Define rate schedules and costing rules used for costing, billing, work planning, and financial planning purposes.

Define Project Resource Breakdown Structures

Define resource breakdown structures used for project planning, billing, and reporting.

Define Burdening

Configure options used to calculate, group, and apply indirect costs to project expenditure items to report and account the total cost of a project.

Manage Project Types

Create classifications for projects and configure basic options that are inherited by each project associated with that project type.

Define Transfer Pricing

Define rules and schedules to determine the transfer price amount of cross-charge transactions that require borrowed and lent or intercompany billing processing.

Define Action Controls

Define source products and configure action controls to determine which actions cannot be performed in Oracle Fusion Projects on data imported from a particular third-party source.

Define System Administration and Maintenance Options

Perform system administration functions including the definition of descriptive flexfields, distribution of desktop integrator, and configuration of system options.

This chapter provides detailed setup steps for the following required tasks:

  • Manage Expenditure Types

  • Manage Nonlabor Resources

  • Manage Rate Schedules

  • Manage Planning and Billing Resource Breakdown Structures

  • Manage Project Types