Bill and Cost Rate Override Maintenance Using a REST API

Rate overrides provide an intuitive, flexible mechanism to maintain bill and cost rates specific to bill plans, projects, or tasks, and often serve as a price list or rate card for professional services customers. Use this REST API to build integrated solutions to create and update rate overrides, such as during contract creation or amendment. End users will also be able to use this API through tools such as the Oracle Visual Builder add-in for Excel, improving back office efficiency.

This feature introduces the following two REST APIs:

Contract Project and Task Bill Rate Overrides: This REST resource can be used to create, view, update, or delete the bill rate overrides for a Contract.

Project and Task Cost Rate Overrides: This REST resource can be used to create, view, update, or delete the cost rate overrides for a Project.

For example, to create a Cost Rate Override for a Task and Job combination, the sample payload would be:

{

"ProjectName" : "ERP Implementation Project",

"TaskName" : "Project Charter",

"JobName" : "Engineer",

"Rate" : 50,

"CurrencyCode" : "USD",

"FromDate" : "2024-01-01",

"ToDate" : "2024-12-31"

}

The rate override created with the REST API call above will be reflected in the Cost Rate Overrides UI as shown below:

Cost Rate Override created based on the REST API call above.

Cost Rate Overrides on the Manage Financial Project Settings Page

Similarly, to create a Bill Rate Override for a Project and Task combination, the sample payload would be:

{

"ContractNumber" : "ERP Cloud Implementation Contract",

"BillPlanId" : 300100580156886,

"ProjectName" : "ERP Implementation",

"TaskName" : "Project Plan",

"PersonName" : "Charleston, Miller",

"Rate" : 180,

"CurrencyCode" : "USD",

"FromDate" : "2024-01-01",

"ToDate" : "2024-12-31"

}

The rate override created with the REST API call above will be reflected in the Project Task Rate Overrides UI as shown below:

Project and Task Rate override created based on the REST API call above

Project Task Rate Overrides on the Bill Plan Page

The business benefits are:

Project integration specialists or project application administrators can integrate these REST APIs into existing systems and gain real-time control over creating, updating, and deleting rate overrides.

Customers can now reduce manual errors of entering project cost rate overrides or contract bill rate overrides by utilizing these REST APIs.

Whenever bulk loading of rate overrides is required, this capability saves time and ensures accuracy over row-wise updates on the UI.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Tips And Considerations

When creating a Contract Project and Task Bill rate override, do not pass the following combinations together in the payload as a rate cannot be defined for these combinations.
- Person-Job
- Job-Project Role

When creating a Project and Task Cost rate override, do not pass the following combination together in the payload, as a rate cannot be defined for this combination.
- Person-Job

Key Resources

Based on Idea 866621 from Idea Labs on Oracle Customer Connect.
REST API for Oracle Fusion Cloud Project Management guide available on the Oracle Help Center.

Access Requirements

To use this feature, you need these privileges:

Privilege Name and Code:
- Manage Contract Project and Task Bill Rate Overrides Service (PJF_CONTRACT_BILL_RATE_OVERRIDES_SERVICE_PRIV) to view, create, update, and delete the Contract Project and Task Bill Rate Override.
- Manage Project and Task Cost Rate Overrides Service (PJF_PROJECT_TASK_COST_RATE_OVERRIDES_SERVICE_PRIV) to view, create, update, and delete the Project and Task Cost Rate Override.
- Manage Contract Project and Task Bill Rate Overrides Using Service Data (PJF_MANAGE_PROJ_TASK_COST_RATE_OVERRIDE_SERVICE_DATA) to access the Project and task bill rate overrides for all contracts.
- Manage Project and Task Cost Rate Overrides Using Service Data (PJF_MANAGE_CONTRACT_BILL_RATE_OVERRIDE_SERVICE_DATA) to access project and task cost rate overrides for all projects.

Users who need to access these REST APIs must be assigned roles with the appropriate data security policies. For example, if a Project Integration Specialist needs to utilize these REST services, the following data security privileges and conditions must be added to the role. This applies to both seeded and custom roles.

Role	Data Security Privilege	Condition
Project Integration Specialist	PJF_MANAGE_CONTRACT_BILL_RATE_OVERRIDE_SERVICE_DATA	Access the Contract Project and Task bill rate overrides for table PJF_RATE_OVERRIDES for all contracts.
Project Integration Specialist	PJF_MANAGE_PROJ_TASK_COST_RATE_OVERRIDE_SERVICE_DATA	Access the project and task cost rate overrides for table PJF_RATE_OVERRIDES for all projects.