Key Approval Workflows in Oracle Project Management

This topic lists key Oracle Project Management approval workflows and provides important details for each.

Oracle Project Management Workflows

The tables below list key Oracle Project Management approval workflows:

The first table lists workflows used in Project Financial Management.
The second table lists workflows used in Project Execution Management.
The third table lists workflows used in both Project Financial Management and Project Execution Management.

Access these workflows using the Task Configuration page in BPM Worklist.

Workflows in Project Financial Management

Workflow Name - BPM Task Name	Workflow Trigger and Description	Supported in Transaction Console?	Dependent on Configuration?	Workflow Modifications and Notification Customizations Supported	View History Available?
Project Contract Invoice Approval - InvoiceApprovalHumantask	When an invoice is submitted for approval, this workflow notifies the contract administrator, who then needs to approve or reject the invoice.	Troubleshooting: Yes Configure Rules: No Bypass Approvals: No	No	Workflow Modifications Modify Rules and Rulesets: Yes Modify Participants and Stages: Yes Notification Customizations: None	Yes
Generate Financial Plan Amounts Notification - HumantaskNotification	When you run the Generate Financial Plan Amounts process, this workflow sends a non-action notification to the person who submitted it.	No	No	Workflow Modifications: None Notification Customizations: None	N/A
Project Financial Plan Approval (Budgets and Forecasts) - ApprovePlanVersion	When a financial plan version's submitted for approval, this workflow notifies the designated approvers. It also sends a non-action notification to the project manager of that plan version and to the user who submitted it.	Troubleshooting: Yes Configure Rules: No Bypass Approvals: No	Yes. Use the Manage Financial Plan Types task in Setup and Maintenance to enable/disable a plan type for workflow approval.	Workflow Modifications Modify Rules and Rulesets: Yes Modify Participants and Stages: Yes Notification Customizations: /Shared Folders/Projects/Workflow Notifications/Project Control/FinancialPlanVersionApprovalTemplate	Yes For workflows that are in progress, you can use the Spectacles icon on the Manage Budget Versions and Manage Forecast Versions pages. The Approval History popup displays the previous, current, and next assignees for the workflow.
Project Financial Plan Approval (Budgets and Forecasts) - NotifyFinancialPlanApproved	When a financial plan version is approved, this workflow sends non-action notifications to the designated recipients indicating that the plan version has been approved.	No	Yes. Use the Manage Financial Plan Types task in Setup and Maintenance to enable/disable a plan type for workflow approval.	Workflow Modifications Modify Rules and Rulesets: Yes Modify Participants and Stages: Yes Notification Customizations: None.	Yes
Project Financial Plan Approval (Budgets and Forecasts) - NotifyFinancialPlanRejected	When a financial plan version is rejected, this workflow sends non-action notifications to the designated recipients indicating that the plan version has been rejected.	No	Yes. Use the Manage Financial Plan Types task in Setup and Maintenance to enable/disable a plan type for workflow approval.	Workflow Modifications Modify Rules and Rulesets: Yes Modify Participants and Stages: Yes Notification Customizations: None.	Yes
Project Financial Plan Approval (Budgets and Forecasts) - NotifyFinancialPlanReworked	When a financial plan version is reworked and resubmitted for approval, this workflow notifies the designated approvers. It also sends a non-action notification to the project manager of the plan version and to the user who resubmitted it.	No	Yes. Use the Manage Financial Plan Types task in Setup and Maintenance to enable/disable a plan type for workflow approval.	Workflow Modifications Modify Rules and Rulesets: Yes Modify Participants and Stages: Yes Notification Customizations: None.	Yes
Project Cost Adjustment Approval - ApproveAdjustment	When a user attempts any of the following project cost adjustments, this workflow notifies the designated approver. Transfer Split Split and transfer Set to billable Set to nonbillable Set to capitalizable Set to noncapitalizable Hold invoice until released Hold invoice once Release invoice hold Hold revenue until released Release revenue hold Change work type	Troubleshooting: Yes Configure Rules: No Bypass Approvals: No	Yes. The workflow is initiated only if the user performing the adjustment hasn’t been assigned the Project Cost Adjustments Approval duty role or any of its privileges.	Workflow Modifications Modify Rules and Rulesets: Yes Modify Participants and Stages: Yes Notification Customizations Yes /Shared Folders/Projects/Workflow Notifications/Project Cost/Project Cost Transactions Adjustment Approval Report	Yes. For workflows that are in progress, you can use the Spectacles icon on the Adjustment History tab of the Manage Project Costs > Project Cost Transactions page.
Project Cost Adjustment Approval - NotifyAdjustmentApproval	When a project cost adjustment is approved or rejected, this workflow sends non-action notifications to both the requester and the approver.	No	Yes. The workflow is initiated only if the user performing the adjustment hasn’t been assigned the Project Cost Adjustments Approval duty role or any of its associated privileges.	Workflow Modifications Modify Rules and Rulesets: Yes Modify Participants and Stages: Yes Notification Customizations: None.	No
Project Expenditure Batch Approval - ProjectExpenditureBatchApprovalTask	When a project expenditure batch is submitted for approval, this workflow notifies the designated approver.	Troubleshooting: Yes Configure Rules: No Bypass Approvals: No	Yes. Use the Manage Project Transaction Sources task in Setup and Maintenance to enable or disable the Requires Expenditure Batch Approval setting at the document level.	Workflow Modifications Modify Rules and Rulesets: Yes Modify Participants and Stages: Yes Notification Customizations: Yes /Shared Folders/Projects/Workflow Notifications/Project Cost/ProjectExpenditureBatchApprovalReport	Yes. For workflows that are in progress, use the Spectacles icon on the Manage Expenditure Batches page to access the Approval History popup.
Project Expenditure Batch Approval - ProjectExpenditureBatchApprovalNotifyTask	When a project expenditure batch is approved or rejected, this workflow sends non-action notifications to the designated recipients with the outcome.	No	Yes. Use the Manage Project Transaction Sources task in Setup and Maintenance to enable or disable the Requires Expenditure Batch Approval setting at the document level.	Workflow Modifications Modify Rules and Rulesets: Yes Modify Participants and Stages: Yes Notification Customizations: None.	Yes. For workflows that are in progress, use the Spectacles icon on the Manage Expenditure Batches page. The Approval History popup displays the previous, current, and next assignees for the workflow.
Project Labor Schedule Version Status Change Approval - LaborScheduleVersionStatusApproval	When a labor schedule version is set to Active from New or Inactive, this workflow notifies designated users that the schedule is being activated and that costs will be distributed through it once it’s approved. Note: Usage of the Enable Labor Schedule Version Status Change Approval Workflow profile option is in controlled availability. If you would like to uptake this functionality, log an SR for instructions.	Troubleshooting: Yes Configure Rules: No Bypass Approvals: No	This workflow is triggered only if your organization creates and enables the profile option PJT: Enable Labor Schedule Version Status Change Approval Workflow. This opt-in approach lets you require approvals for labor schedule version status changes only when needed, avoiding extra complexity for those who don’t use it. Auto-approval workflows may still have issues, and this process will be replaced by the upcoming Projects Process Configurator.	Workflow Modifications Modify Rules and Rulesets: Yes Modify Participants and Stages: Yes Notification Customizations Yes /Shared Folders/Projects/Workflow Notifications/Project Cost/Labor Schedule Version Status Approval Execution Report	Yes, but only for the user who created the project labor schedule version and the approver, and only on the Notifications page.

Workflows in Project Execution Management

Workflow Name - BPM Task Name	Workflow Trigger and Description	Supported in Transaction Console?	Dependent on Configuration?	Workflow Modifications and Notification Customizations Supported	View History Available?
Task and Action Item Notification - TaskEmailNotificationHumantask	This workflow sends notifications to the task owner and follower when any of the following events occur. A follower is added. A followed task is completed. A task, action item, to-do task, or milestone is assigned.	Troubleshooting: Yes Configure Rules: No Bypass Approvals: No	No	Workflow Modifications: None Notification Customizations: Yes /Shared Folders/Projects/Workflow Notifications/Project Management Control/Task Details Notifications	No
Project Manager Daily Digest - emailDigestHumantask	At scheduled intervals, this workflow sends non-action notifications to project managers about significant updates to tasks, issues, action items, deliverables, change orders, and task exceptions.	No	Yes. The Generate Project Updates E-Mail process can be scheduled to pick any new events that occurred since the last time the process was run. The process sends notifications to anyone who's designated as a project manager and who has set their email notification preferences to receive these notifications.	Workflow Modifications: None Notification Customizations: None	No
Change Orders Notification - ChangeManagementEventNotificationHumantask	When any of the following events occur, this workflow sends notifications to the change order creator, impact assessors, reviewers, approvers, and implementers. Change order is created or reassigned to a different resource. Change order is closed. Change order is canceled. Change order is approved or rejected. Work on change order is completed. Participant is removed from change order. Participant is added to change order Note that approvers only receive notifications for change orders that require their approval. They must log in to the application and approve the change order manually.	No	No	Workflow Modifications: None Notification Customizations: Yes /Shared Folders/Projects/Workflow Notifications/Project Management Control/Change Order Participant Notifications (Notification that's sent when participants are assigned or removed from a change order) /Shared Folders/Projects/Workflow Notifications/Project Management Control/Change Order Stage Completion Notifications (Notification that's sent when a participant completes a stage, approves a change order, or rejects a change order) /Shared Folders/Projects/Workflow Notifications/Project Management Control/Change Order Stage Change Notifications (Notification that's sent when a change order is assigned, closed, or canceled.)	No
Deliverable Notification - DeliverablesNotificationsHumanTask	When a deliverable is completed, this workflow sends non-action notifications to the creator, owner, and project manager.	No	No	Workflow Modifications: None Notification Customizations: None	No

Workflows Available in Both Project Financial Management and Project Execution Management

Workflow Name - BPM Task Name	Workflow Trigger and Description	Supported in Transaction Console?	Dependent on Configuration?	Workflow Modifications and Notification Customizations Supported	View History Available?
Project Status Change Approval - ProjectStatusNotificationApproval	When a user updates and saves a project status, this workflow notifies the project manager named on the project, who must approve or reject the changes made to the project status.	Troubleshooting: Yes Configure Rules: No Bypass Approvals: No	Yes. Use the Manage Project Statuses task in Setup and Maintenance to enable or disable project statuses for workflow approval. Simply use the Enable Workflow checkbox for each project status.	Workflow Modifications Modify Rules and Rulesets: Yes Modify Participants and Stages: Yes Notification Customizations: Yes /Shared Folders/Projects/Workflow Notifications/Project Foundation/ProjectStatusChangeApprovalReport	Yes. Use the View History button on the Manage Financial Project Settings page to review past project status changes. For workflows that are in progress, use the Spectacles icon on the Manage Financial Project Settings page. The Approval History popup displays the previous, current, and next assignees for the workflow.

Workflow Name - BPM Task Name

Workflow Trigger and Description

Supported in Transaction Console?

Dependent on Configuration?

Workflow Modifications and Notification Customizations Supported

View History Available?

Project Status Change Approval - ProjectStatusNotificationApproval

When a user updates and saves a project status, this workflow notifies the project manager named on the project, who must approve or reject the changes made to the project status.

Troubleshooting: Yes

Configure Rules: No

Bypass Approvals: No

Yes. Use the Manage Project Statuses task in Setup and Maintenance to enable or disable project statuses for workflow approval. Simply use the Enable Workflow checkbox for each project status.

Workflow Modifications

Modify Rules and Rulesets: Yes
Modify Participants and Stages: Yes

Notification Customizations: Yes

/Shared Folders/Projects/Workflow Notifications/Project Foundation/ProjectStatusChangeApprovalReport

Yes. Use the View History button on the Manage Financial Project Settings page to review past project status changes.

For workflows that are in progress, use the Spectacles icon on the Manage Financial Project Settings page. The Approval History popup displays the previous, current, and next assignees for the workflow.

Project-Related Workflows in Other Fusion Applications

In addition to the Oracle Project Management workflows, other project-related approval workflows, such as approvals for AP invoices, project contracts (for billing), and project time cards, are handled within their respective subledger applications. Guidance for these workflows is available in each application's documentation.

Here's a table showing key project-related workflows in other Fusion applications. Check the related topics for more information.

Business Object(s)	Parent Application
Timecard	Oracle Cloud HCM
Supplier Invoice	Oracle Payables
Requisitions, Purchase Order	Oracle Fusion Cloud Procurement
Project Billing Contract	Oracle Enterprise Contracts
Expense Report	Oracle Expenses