One of your ideas has been delivered from your suggestion.Service Excellence Continuing Investments

In this update, improvements are available in the following areas:

BILLING AND REVENUE MANAGEMENT

  • Work-in-Progress by Billing Status Analysis Using OTBI: Use measures in the Project Billing - Bill Transactions Real Time subject area in OTBI to more easily report unbilled amounts, also known as work in progress, or WIP, for new or updated bill transactions. In conjunction, a billing status attribute has also been introduced, providing a clearer picture of where WIP is within the billing life cycle, both within and across projects. For example, how much WIP is on hold, versus how much WIP is associated with a draft invoice, versus how much has been accepted in Receivables. To report WIP in real-time, and therefore take advantage of the new WIP measures and status attribute, opt in to the Bill Transaction Creation on Cost Import feature from update 23C. That feature was previously under controlled availability, but is now available to all customers from this release.

COST MANAGEMENT AND CONTROL

  • Oracle Fusion Payroll Attributes in Labor Distribution Subject Areas: View and report on labor costs created from the Oracle Fusion Payroll transaction source using Oracle Transactional Business Intelligence, or OTBI. Use the following payroll attributes added to the Projects - Labor Distribution Cost Analysis Real Time subject area in the Labor Cost Distribution Details folder to create analyses as required for your business: 

    • Payroll Load Request ID
    • Document ID
    • Payroll ID
    • Payroll Name
    • Payroll Period Start Date
    • Payroll Period End Date
    • Payroll Effective Date
    • Payroll Relationship Identifier
    • Payroll Cost Action Type
    • Payroll Cost ID
    • Cost Allocation Key Flex ID
    • Payroll Cost Action ID
    • Payroll Run Action ID
    • Net Zero Adjustment 

  • Reprocessed Cost Accounting Attribute for Labor Distribution: Use an additional accounting attribute, Payroll Cost Reprocessed, for project and non-project labor costs to identify costs generated from a redistribution of the original payroll cost to a new or existing labor schedule version. Use this attribute to credit the clearing account of the adjustment event for the payroll cost.

    • Based on Idea 673451 from the Project Management Idea Labs on Oracle Cloud Customer Connect

GRANT MANAGEMENT

  • Removal of Opt-in Check for Control Burden for Internal Funding Sources: The opt-in check that selectively enables burdening for projects funded by internal funding sources is no longer available. The option to generate burden for internal funding sources assigned to a project is consistently visible. If you had previously selected the opt-in to set the burden option for the internal funding sources, the default value for the burden option is disabled or in other words will not generate burden. If you had previously not taken any action to opt in to set the burden option for the internal funding sources, then the default value for the burden option is based on the burden option setup for the project type. If the project type is enabled for burdening then the burden option for the internal funding source is set as enabled. If the project type is not enabled for burdening then the burden option for the internal funding source is set as disabled.

PLANNING, SCHEDULING, AND FORECASTING

  • Enhancements to Change Order Approval Notifications and Implementation: Approval notifications for change orders are now actionable. Approve directly from emails or the Notifications worklist to streamline your workflow. Additionally, use Change Orders REST APIs to automatically implement budget adjustments. Note that these enhancements are available only if you opt into the Change Order Automation for Project Budget Adjustments feature delivered in update 24A.

PROGRAM MANAGEMENT AND REPORTING

  • Attach Files to Action Plans: You can now attach files directly to your program action plan.
    • This functionality enables you to:
      1. Embed files, such as documents, presentations, spreadsheets, and images, into action plan steps.
      2. Enhance clarity and context for team members by providing immediate access to critical resources.
      3. Centralize program documentation within the action plan, eliminating the need for external file storage and retrieval.
    • Here's how it works:
      1. Navigate to an action plan drawer and click the Attachments tab.
      2. Select the files you want to attach from your local file system, or drag and drop the file. Your attachments will be autosaved.

    • The attached file will be displayed alongside the action plan step, readily accessible to all authorized team members.

Attaching a File to a Program Action Plan

Attaching a File to a Program Action Plan

  • Rename Your Custom Views: Rename your custom views to personalize your program analysis.
    • Create meaningful labels for your custom view, reflecting its specific purpose or focus area.
    • Tailor the program analysis view to individual needs and preferences.
    • Renaming your custom view is easy:
      1. Click the Edit Preferences button after creating a custom view in the Analysis Summary tab.
      2. Select Rename View and enter a new name for the view.
    • Based on Idea 658511 from the Project Management Idea Labs on Oracle Cloud Customer Connect.

Renaming a Custom View for Program Analysis

Renaming a Custom View for Program Analysis

 RESOURCE MANAGEMENT

  • Resource Nomination to Fulfill Requests for Weekly or Variable Hours Using a REST API: Nominate one or more resources to requests for weekly or variable hour schedules using the project resource request REST service. This can help streamline the allocation of resources to projects that use alternative scheduling methods.

Steps to Enable

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