Contents

• Title and Copyright Information
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1 Introduction

• Overview of Oracle Project Portfolio Management Cloud Services
• Workflows in Oracle Project Management
• The Project Contract Invoice Approval Workflow
• The Financial Plan Version Approval Workflow
• Oracle Fusion Cloud Project Management Profile Options
• Where to Find Information About Scheduled Processes in Projects

2 Implement Project Financial Management Applications

• Overview of Project Financial Management and Grants Management Offerings
• Organization Structures for Project Financial Management
  • Overview of Organization Structures for Project Financial Management
  • Create and Manage a Business Unit
  • Create and Manage a Project Unit
  • Create an Organization
  • Classify Organizations to Own Projects and Tasks or Incur Costs on a Project
• Project Foundation
  • Overview of Project Foundation Configuration
  • Create Expenditure Types
  • Create Nonlabor Resources
  • Create Rate Schedules
  • Create Planning Resource Breakdown Structures
  • Create Project Types
• Project Control
  • Overview of Oracle Project Control Configuration
  • Create Financial Plan Types
  • Create Project Plan Types
• Project Costing
  • Overview of Project Costing Configuration
  • Set Up Default Budget Account
  • Define an Additional Segment in the Cost Collection Flexfield
  • Configure the Project Costing Details Flexfield
  • Set Project-Owning Organization as the Default Expenditure Organization on Payables Invoices
  • Allow Employees to Enter Expenses for Active Tasks Only
  • Enable Team Members to Enter Project Time
• Project Billing
  • Overview of Project Billing Configuration
  • Create Event Types
  • Create Revenue Methods
  • Create Invoice Methods
  • Create Invoice Formats
• Project Performance Reporting
  • Overview of Oracle Project Performance Reporting Setup
  • Create Key Performance Indicators
• Project Templates
  • Overview of Project Templates
  • Create Project Templates

3 Implement Project Execution Management Applications

• Overview of Project Execution Management Offering Implementation
• Common Project Execution Options
  • Overview of Common Project Execution Options
  • Create Project Roles
  • Create Calendars for Projects and Resources
  • Set Up Project Management Implementation Options
  • Create Project Enterprise Resources
• Project Management Configuration
  • Overview of Project Management Configuration
  • Set Up the Enterprise Project Structure
  • Manage Oracle Social Network Objects for Project Execution Management
• Project Resource Management Configuration
  • Project Resource Management Set Up
  • Manage Employees and Contingent Workers
  • Manage Maintenance Conditions for Project Enterprise Labor Resource
  • Manage Resource Pools
  • Update Skills and Qualifications for Project Enterprise Labor Resources
  • Submit the Maintain Project Resource Search Index Job Set
  • Manage Target Utilization Percentages