Contents
1 Introduction
2 Subject Areas
- Overview
- OTBI Performance Real Time
- OTBI Usage Real Time
- Project Billing - Bill Transactions Real Time
- Project Billing - Event Real Time
- Project Billing - Funding Real Time
- Project Billing - Invoices Real Time
- Project Billing - Revenue Real Time
- Project Control - Budgets Real Time
- Project Control - Financial Project Plans Real Time
- Project Control - Forecasts Real Time
- Project Control - Progress Real Time
- Project Costing - Actual Costs Real Time
- Project Costing - Assets Real Time
- Project Costing - Commitments Real Time
- Project Costing - Expenditure Item Performance - Real Time
- Project Costing - Unprocessed Transactions Real Time
- Project Management - Baseline Versions Real Time
- Project Management - Change Management Real Time
- Project Management - Opportunity Integration Real Time
- Project Management - Planning Real Time
- Project Management - Project Hierarchy Real Time
- Project Management - Project Issues Real Time
- Project Management - Project Resources Real Time
- Project Management - Project Work Items Real Time
- Project Management - Requirements Real Time
- Project Management - Task Management Real Time
- Project Resource Management - Resource Management Real Time
- Project Resource Management - Resource Pool Real Time
- Projects - Billing and Revenue Exceptions Real Time
- Projects - Cross Subject Area Analysis - Real Time
- Projects - Funding Pattern Analysis Real Time
- Projects - Grants Management - Award Analysis Real Time
- Projects - Grants Management - Award Funding Real Time
- Projects - Labor Distribution Cost Analysis Real Time
- Projects - Labor Schedule Analysis Real Time
- Projects - Performance Reporting Real Time
- Projects - Period Close Exceptions
- Projects - Program Performance Reporting Real Time
- Security - Audit Real Time
- Security - Roles and Privileges Real Time
3 Business Questions
- Overview
- What are the awards for a specific keyword, for example, awards on diabetes research?
- What are the proposal numbers for the awards?
- Which are the certifications awarded for various projects?
- Which award certifications expire in the next 30 days?
- What awards have funding unallocated to projects?
- What's the allocated funding amount for each project of an active award?
- What's the total funding by department year over year?
- Which awards are currently active?
- Which awards are past their end dates but weren't closed?
- How many users run OTBI analyses?
- Who are the top N OTBI users?
- What is the weekly OTBI analysis usage trend?
- What are the top N most frequently-run OTBI analyses?
- How many predefined OTBI analyses have been run in the past month?
- How many custom OTBI analyses have been run in the past month?
- How many ad-hoc OTBI analyses have been run in the past month?
- What is the execution history of dashboard X in the past month?
- Which analyses have low usage in the past month?
- How many OTBI SOAP web services have been run in the past month?
- What are the long-running analyses in the past month?
- What is the OTBI execution time histogram in the past month?
- Which analyses have the longest response time?
- Which analyses have high data row count?
- Which analyses reached OTBI max row limit?
- What are the common execution errors in the past month?
- How many analyses and dashboards failed in the past month?
- What are the most commonly used OTBI subject areas?
- What are the least-used OTBI subject areas?
- Which subject areas have slow performance?
- Which subject areas have large data volume?
- Which analyses have low usage because of poor performance?
- What is the database SQL execution time and row count?
- What's the total amount or count of completed billing events which are not invoiced or recognized for revenue for a contract and contract line?
- Which are the billing events for a project or contract and contract line?
- Which billing events are on an invoice or revenue hold?
- Which billing events are potentially missing an event completion date?
- How much of the contract line amount is invoiced and recognized for revenue?
- Which are the contract lines for a contract?
- Which project contracts are active for a business unit?
- Which projects are linked to contracts?
- What are the invoice line details for a particular invoice?
- What are the transactions for an invoice line?
- Which invoices need attention?
- Who are the contracted customers for a business unit?
- What's the actual revenue trend for accounting periods in the selected accounting year?
- Which contracts have actual revenue in the current accounting year?
- Which contracts have the lowest actual revenue in the current accounting period?
- What's the budgeted amount for a project for the various budget versions?
- What's the planned effort and revenue amount for a project for the various budget versions?
- Which projects are under a business unit and what are the statuses of these projects?
- What are my project tasks?
- Which planned resources are working on my tasks?
- What are the planned periodic amounts for my resource assignments?
- What are the different forecast versions for my project?
- What are the raw and burdened costs for a project?
- What's forecasted revenue on a project?
- What's my cost variance?
- What's my margin on a project?
- What are the cost and schedule performance indexes on my project?
- What are the planned and actual costs for each task as per the latest published progress?
- What's the latest published physical percent complete for all tasks?
- What's the latest published physical percent complete for summary tasks?
- How much does each transaction source contribute to project costs?
- Which capitalizable costs are not yet capitalized?
- Which transactions contribute to the total cost of my projects?
- How's an expenditure item allocated across assets?
- What's the total capitalized cost of my assets?
- Which assets are assigned to a task?
- Which cost distributions are included in an asset line?
- What are the outstanding commitments for my project?
- What are the requisitions and purchase orders that still have commitment costs for my project?
- Which commitments are associated with my capital projects?
- What are the billing and revenue details by project?
- What was the expenditure incurred on a project in a prior week?
- Which expenditure items are associated with my capital projects?
- What unprocessed transactions are waiting to be sent to Oracle Fusion Project Portfolio Management?
- What unprocessed transactions received an error during the load process to Oracle Fusion Project Portfolio Management?
- What payroll batches have loaded recently and where did they distribute too?
- What errors / exceptions exist and what types?
- How many costs are being distribute to GL vs Projects over time?
- What labor schedules are likely to fail in the near future? Labor schedules with Awards / Projects Ending Soon.
- Who has a labor schedule with no costs associated?
- Award / Projects with the most labor Schedules Active?
- Labor schedules ending in next 3 months?
- What's the baseline history information for my projects?
- What's the schedule, effort, and cost variance across multiple baselines for my tasks or projects?
- What are the reasons for change orders?
- What are the various participant statuses for the change order?
- What's the current stage and status of the change order?
- What's the estimated cost and revenue for the change order?
- What's the number of pending change orders grouped by various stages?
- How many projects in the pipeline for each customer?
- How much did it cost to pursue this deal?
- What are the win probabilities for opportunities on a project?
- What the deal and weight labor bill amounts on a project?
- What's the weighted (adjusted) revenue for all projects under this branch of the enterprise project structure?
- Which are the projects for this opportunity?
- How much effort is planned per resource role for my projects?
- What are the operating margins for my projects?
- What are the planned and actual costs for my projects?
- What are the planned and actual margins and margin percentages for my projects?
- What are the planned billing amounts for my projects?
- What are the actual costs for my EPS nodes?
- What are the total costs for my EPS nodes?
- What are my Action Items?
- What patterns are apparent from historic performance on issues? What can we learn from analysis of issues that could help future project performance?
- Which issues are open for an individual owner?
- Which issues are open for my projects along with their details?
- What are the allocated hours for my project resources?
- What are the statuses of the resources currently working on my projects?
- Who are the placeholder resources assigned to my projects?
- What are the work item statuses that determine the completion of my project tasks?
- What are the work items for my projects?
- Which of my project deliverables are due soon?
- Which of my project deliverables are overdue?
- Which of my project deliverables are yet to start?
- How much effort is remaining for my backlog items?
- What are the backlog items for my projects in a sprint?
- What are the exceptions for my backlog items?
- What are the planned hours for each backlog item?
- What's the total number of backlog items by status for a product in a given sprint?
- What's the total number of story points achieved in each sprint of a release?
- Which of my backlog items have exceptions?
- In how many days are my project tasks due?
- Which project tasks are due in 7 days?
- Which project tasks are incomplete?
- Which project tasks, milestones, and action items are due?
- What is the operating margin for my program?
- What are the program's capitalizable costs?
- How well did we plan for the program? (current and original baselines)
- What's the forecasted revenue and margin for resource requests that are in Open or Resource Proposed status?
- Which requests are in Open or Resource Proposed status?
- What are the dates of pool membership for a resource?
- What's a resource's pool membership history since they were first hired?
- Which resources belong to a resource pool?
- How does my budgeted cost compare against my actual and forecast costs?
- How does my budgeted revenue compare against my actual and forecast revenue?
- How much funding has been consumed by my contract?
- How much has been invoiced for my contract?
- Is my project profitable?
- What are my committed costs for a project?
- What's the remaining funding?
- What's the project expenditure for a specific task and resource?
- Which tasks and resources don't have correct expense estimates?
- Which project generates the most revenue for my organization?
- Which task and resource have the highest costs? What's my budgeted profit and actual profit?
- What are my planning and actual cost amounts grouped by expenditure category and expenditure type?
- Which transactions prevent project period closure?
- What is the amount of pending transactions?
- Which projects have pending transactions?
- Which projects have missing labor rate exceptions for revenue or invoicing?
- Which invoices were rejected during the transfer to Oracle Fusion Receivables?
- Which events could not be invoiced due to funding limit issues?
- What are all of the billing and revenue exceptions for a business unit?
- Which transactions are unbilled and what is the expected bill amount?
- Which contracts, contract lines and bill plans do unbilled transactions relate to?
- Why am I not able to view certain subject areas with my login credentials?
- Which data security policy would provide access to the data I need to see?
- Can I view and edit a particular page? If yes, which functional security policy do I need to provide to a user who needs similar access?
- I have not added a specific role to a user, but the user seem to have this job role. Can I trace how has this been inherited by the user?
- What are all the data security privileges that a specific user added?
- Which roles were added with a specific functional security policy, and who added them?
4 Job Roles
- Overview
- Application Implementation Consultant
- Grants Accountant
- Grants Administrator
- Grants Department Administrator
- IT Security Manager
- Labor Distribution Accountant
- Labor Distribution Administrator
- Principal Investigator
- Project Accountant
- Project Administrator
- Project Billing Specialist
- Project Execution
- Project Executive
- Project Manager
- Resource Manager
- Team Collaborator
5 Duty Roles
- Overview
- Grants Management Funding Analysis Duty
- Grants Management Transaction Analysis Duty
- OTBI Report Performance Transactional Analysis Duty
- OTBI Report Usage Transactional Analysis Duty
- Project Budget Transaction Analysis Duty
- Project Change Management Transaction Analysis Duty
- Project Contract Bill Transaction Analysis Duty
- Project Contract Billing Event Transaction Analysis Duty
- Project Contract Invoice Transaction Analysis Duty
- Project Contract Revenue Transaction Analysis Duty
- Project Costing Transaction Analysis Duty
- Project Foundation Transaction Analysis Duty
- Project Hierarchy Transaction Analysis Duty
- Project Issues Transaction Analysis Duty
- Project Journals Transaction Analysis Duty
- Project Labor Distributions Transaction Analysis Duty
- Project Labor Schedules Transaction Analysis Duty
- Project Performance Reporting Transaction Analysis Duty
- Project Planning Transaction Analysis Duty
- Project Progress Transaction Analysis Duty
- Project Requirements Transaction Analysis Duty
- Project Resource Management Transaction Analysis Duty
- Project Work Items Transaction Analysis Duty
- Security Transaction Analysis Duty
- Task Management Transaction Analysis Duty