Asset Line Grouping Configurator

By default, Oracle Project Portfolio Management Cloud groups project cost transactions into asset lines by project, task, and CIP account name. Use Project Process Configurator to group asset lines using additional grouping criteria. This grouping is useful while assigning assets to projects.

For example, you can create a configurator to specify that the application must group asset line costs using project attributes, such as inventory item or funding source, or a user-defined descriptive flex-field. You can also combine attributes to create specifications for more complex grouping scenarios, such as expenditure category and expenditure organization.

Create Asset Line Grouping Using Project Process Configurator

To create asset line grouping using Project Process Configurator:

1. In the Setup and Maintenance work area, use the Manage Project Process Configurator task.

2. On the Manage Project Process Configurator page, click Create in the Search Results section.

3. On the Create Project Process Configurator page, enter a Name for your configurator.

4. Select Asset Line Grouping in the Business Process drop-down list.

5. In the Configurator section, move the grouping sources that you want to use to group asset lines from the Available Grouping Sources list to the Selected Grouping Sources list.

6. Verify that the Active check box is enabled.

7. Click Save and Close.

If you want to manage an existing configurator, use the Search Results section to view and update its details, or to delete it.

Considerations for Asset Line Grouping Configuration

Keep the following considerations in mind while creating the asset line grouping Configurator:

• You can create multiple configurators for asset line grouping, but only one of them can be active.

• You can only select up to ten grouping sources.

• When you create a new asset line grouping method or update an existing one, the application groups all subsequent asset lines created using the active grouping method.

• You can update grouping methods at any time, and all new asset lines will use the active criteria.

• When you create asset line grouping criteria using the Project Process Configurator, the application applies the new criteria on top of the default grouping criteria. For example, if you create a configurator that groups asset lines by Expenditure Organization and Expenditure Type, the application groups asset lines by the following sources.

  • Project

  • Task

  • CIP Account

  • Expenditure Organization

  • Expenditure Type

Grouping Sources Available in the Asset Line Configurator

When you create a custom asset line grouping method using the Asset Line Configurator, you can choose from a combination of the following 48 project grouping sources.

• Billable Indicator
• Contract
• Expenditure Category
• Expenditure Organization
• Expenditure Type
• Funding Source
• Inventory Item
• Person
• Supplier
• Transaction Document
• Transaction Document Entry
• Transaction Source
• Work Type
• Expenditure Item Descriptive Flexfield Attributes 1-10
• Expenditure Type Descriptive Flexfield Attributes 1-15
• User-Defined Descriptive Flexfield Attributes 1-10