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:
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Manage Expenditure Types
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Manage Nonlabor Resources
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Manage Rate Schedules
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Manage Planning and Billing Resource Breakdown Structures
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Manage Project Types