Project Burden Cost Grouping Configurator

By default, when a project type is enabled for summarized burden transactions, the application groups the calculated burden costs using built-in criteria, such as the task, organization, and funding source of the source transactions.

Use the Project Process Configurator to specify the source transaction number as the grouping criteria for project burden costs. By adding the source transaction number to the grouping criteria you can more easily reconcile burden transactions to source transactions. The transaction number is available in both the Manage Project Costs page, as well as the OTBI subject area Project Costing - Actual Costs Real Time.

Create a Burden Cost Grouping Configurator

To create a burden cost grouping 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 the value Burden Cost Grouping in the Business Process choice list.

5. In the Configurator section, select the additional criteria (such as Transaction Number) by which you want to group summarized burden transactions, from the Available Grouping Sources list.

6. Click Move to shuttle the selected items from the Available Grouping Sources list to the Selected Grouping Sources list.

7. Verify that the Active check box is enabled.

8. Click Save and Close.

Considerations for Project Burden Cost Grouping Configuration

Here are a few considerations that you must keep in mind while using Project Process Configurator for project burden cost grouping configuration.

• You can't have more than one active burden cost grouping configurator at any time.

• When you create a burden cost grouping configurator or activate an existing one, the application groups all burden costs created thereafter based on the grouping method in the configurator.

• Even when you adjust costs in an existing project, the application ignores the originally used grouping method and follows the specifications in the configurator.

• • When you choose to enable the transaction number as a grouping criterion for the Burden Cost Grouping process configurator, be mindful of the volume of summarized burden transactions that will be generated.
  • When you choose to enable the transaction number as a grouping criterion for the Burden Cost Grouping process configurator, population of the source transaction number does not apply retrospectively. The Burden Cost Grouping process configurator must be defined and active when you run the Generate Burden Costs process.

Default Criteria for Grouping Project Burden Costs

Here are the default criteria that Oracle Project Management uses to group project burden costs. These criteria are implicit and can't be changed or removed. Use the Manage Project Process Configurator task to create one-to-one mapping of the system-generated burden cost to the raw cost, using Transaction Number.

• Project

• Task

• Organization

• Project accounting period

• Transaction currency

• Provider ledger currency

• Burden cost code

• Expenditure type class

• Person type

• Billable indicator

• Capitalizable indicator

• PO line

• Data set (For budgetary control integration)

• Contract

• Funding source (Reserved Attribute 1)