Rapid Implementation of Project Financial Management Applications

Project application administrators can use the rapid implementation feature to quickly set up the Project Financial Management offering. Rapid implementation minimizes the overall time and effort for your implementation by avoiding intense data entry.

This spreadsheet has a worksheet for key setup object or group of setup objects. The setup includes key business objects and tasks, such as resources, burdening, and subledger accounting.

The rapid implementation feature enables you to:

• Define the most important attributes that are required to set up the Project Financial Management offering using the ProjectsDataUpload.xlsm spreadsheet. The spreadsheet has worksheets for key business objects and the most important attributes you must define. Additional attributes are automatically populated during the upload process.

• Implement the common best practices as default setup options. You can disable any value that isn't applicable to your organization.

• Set up project organizations for simple organization structures that don't require organization hierarchies such as, capitalized interest.

• Reduce the need for application domain experts. Enter the setup data into the spreadsheet and upload the data without any technical training.

Before You Begin

• Set up chart of accounts, legal entities, ledgers, and business units as part of Oracle Fusion General Ledger setup.

• Set up workers in HCM.

• If your business units own projects or incur project costs, you must also enter them as departments. You can create and classify these departments as Project Expenditure Organization and Project and Task Owning Organization using the HCM Data Loader.

• If you need project organizations with hierarchies, use the Manage Organization Hierarchies and Classifications to set up hierarchies.

• Optionally, set up jobs. If there are any jobs in the job rates worksheet which don't exist in the application, then the jobs are created automatically when you upload the spreadsheet.

• Create Units of Measure other than currency and hours.

Use Rapid Implementation

Download the Rapid Implementation for Project Financial Management Applications spreadsheet from the Setup and Maintenance work area. Search for the Define Project Financial Management Configuration for Rapid Implementation task list.

1. Prepare the set up data in the spreadsheet to upload information such as project organizations, project types, expenditures types, and subledger accounting.

   1. Navigate to Setup and Maintenance work area and search for the Create Project Financial Management Setup Data in Spreadsheet task.

   2. Click Create Project Financial Management Setup Data in Spreadsheet to download the ProjectsDataUpload.xlsm (Rapid Implementation for Project Financial Management Applications) spreadsheet.

   3. Open the spreadsheet. If a security warning is displayed, click Options, select Enable this content, and click OK.

   4. Review the instructions on the Projects Workbook Instructions worksheet.

   5. Open the Options worksheet. Select the required options on the worksheet and then click Update Spreadsheet. This shows or hides spreadsheet columns based on your selections. For example, if you select Yes for Burdening, the Burden Structure and Burden Schedule worksheets are displayed.

   6. Review all the worksheets and enter the data as per your requirements. Review the description on each worksheet for additional information.

   7. Save the ProjectsDataUpload.xlsm spreadsheet on your desktop.

2. After you prepare setup data, use the ProjectsDataUpload.xlsm file to generate a compressed file that contains all the CSV files that are used to load the data.

   1. Open the ProjectsDataUpload.xlsm file.

   2. Open the Projects Workbook Instructions worksheet and then click Generate CSV File.

      Note: If a warning is displayed indicating a problem with the data, click OK to view the Validation Report worksheet. Fix the errors by entering valid data. Review the description on each worksheet for additional information. Return to the Project Workbook Instructions worksheet and click Generate CSV File to validate the updated data.

   3. Save the ProjectsWorkbook compressed file and click OK.

      Caution: Don't make any changes to the compressed file as this may cause the upload process to fail.

3. Upload the compressed file to load setup data into the application.

   1. Navigate to the Setup and Maintenance work area and search for the Load Project Financial Management Setup Data task.

   2. Click Load Project Financial Management Setup Data.

   3. Upload the ProjectsWorkbook compressed file and then click Submit.

4. Review the output of the Load Project Financial Management Setup Data process for any errors that occurred during the load process. If there are any errors, correct the data in the spreadsheet, generate the CSV files, and load the ProjectsWorkbook compressed file again. You can load the spreadsheet multiple times until you correct all errors.

After the upload completes, the offering is configured based on the setup information in the spreadsheet. You can upload the spreadsheet multiple times during the initial implementation until your setup is complete. But once the users start performing transactions or after you perform additional configuration from the application, don't use the spreadsheet for updating settings because subsequent uploads can reset the values.

After You Complete

• Create project templates and manage user access.

• You can enter and account transactions immediately after creating project templates.