One of your ideas has been delivered from your suggestion.Additional Search Attributes for My Projects

View additional search attributes in the My Projects page, such as customer, organization, classification category, and classification code. Additionally, view all the financial measures in project ledger currency. The project manager has quick viewing access to aid in assessing project health on a single page.

The My Projects page for the project manager is enhanced with the below capabilities:

  • Organization, Customer, Class Category, and Class Code have been added as search attributes. 

Organization, Customer, Class Category, and Class Code Search in My Projects

Organization, Customer, Class Category, and Class Code Search in My Projects

  • The following measures indicating the performance of a project have been added:
    • ITD Budget Margin in Project Ledger Currency
    • ITD Actual Margin in Project Ledger Currency
    • ITD Commitment Cost in Project Ledger Currency
    • ITD Actual Revenue in Project Ledger Currency
    • ITD Actual Cost in Project Ledger Currency
    • PTD Budget Revenue in Project Ledger Currency
    • PTD Actual Revenue in Project Ledger Currency
    • PTD Budget Cost in Project Ledger Currency
    • PTD Actual Cost in Project Ledger Currency
    • PTD Budget Margin in Project Ledger Currency
    • PTD Actual Margin in Project Ledger Currency
    • Project Ledger Currency
  • The current accounting period has been added on the My Projects page, and it applies to all Period-To-Date (PTD) and Inception-to-Date (ITD) measures. This accounting period is derived from the calendar assigned to the business unit of the projects.
  • Organization and Customer have been added as columns in My Projects as well, as shown below.
    • If a project is linked to a contract, the Customer column displays the customers for whom a bill plan is defined in the contract. If the project is not linked to a contract, then customers set up in the Parties tab of Manage Financial Projects Settings is displayed. If there are multiple customers, then a more link will display all customers in a popup.

PTD Measures in Project Ledger Currency, Organization, and Customer in My Projects

PTD Measures in Project Ledger Currency, Organization, and Customer in My Projects

  • Notes have been added to execution projects as well, and are now present on the My Projects page.

ITD Measures in Project Ledger Currency and Notes in My Project

ITD Measures in Project Ledger Currency and Notes in My Project

The business benefit of this feature is improved decision-making capabilities by providing relevant information in one location. The advanced search capabilities allow for querying project information using more precise details.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

  • To view additional financial metric columns, first select the View menu on the My Projects page and then select the columns that you want to view. 
  • The default period for all PTD metrics is the current accounting period shown at the top of the My Projects page. The ITD metrics are displayed from inception of the project up to the current accounting period.
  • Customers defined in the Parties tab of the Manage Financial Project Settings page will not be displayed when a project is linked to a contract with defined customers.

Key Resources

  • Based on Ideas 666419 and 620238 from the Project Management Idea Labs on Oracle Cloud Customer Connect.

Access Requirements

No new access requirements.