Service Excellence Continuing Investments for Project Management

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

• PROJECT MANAGEMENT COMMON
  • Search, Display, and Default Dates Using the User's Preferred Time Zone: Dates are displayed and defaulted using the user preferred time zone in various project management user interfaces.
    • Improvements include:
      • Defaulting of the effective start date based on the user's preferred time zone in configuration pages that previously defaulted using the universal time zone.
      • Searching for projects, project resources, and team members in the Project Financial Management work area will now consider the user's preferred time zone.
      • Submitting project budgets and forecasts will now utilize the user's preferred time zone to ensure that an active project manager is assigned to the project.
      • Progress capture in the Financial Project Plan will now default to the date based on the user's preferred time zone.
      • About this Record data added to various pages with dates displaying in the user's preferred time zone.

• BILLING AND REVENUE MANAGEMENT
  • Project Contract Invoices Unreleased in Any Order Using a REST API: Use the Project Contract Invoices REST API to unrelease invoices in any order, irrespective of whether they are the latest invoices for their respective project contracts. Once invoices have been unreleased, they can then be deleted if no longer needed. This prevents unwanted standard invoices or credit memos from being transferred to Receivables, reducing the number of undesirable credits and rebills.

To unrelease an invoice in any order for a project contract, you need to enable the predefined profile option Allow Invoice Processing in Any Sequence using the Manage Administrator Profile Values setup page, as highlighted below. Also, you can't unrelease an invoice in any order when the transactions associated with the invoice being unreleased have been invoiced subsequently on different invoices of the project contract. 

Manage Administrator Profile Values

Canceled Invoice in 'Transfer Rejected' Status

After Deletion of Canceled Invoice

• PROGRAM MANAGEMENT AND REPORTING
  • Streamline Program Financial Management with ITD Actual Invoice Amount: Access even more detailed financial data for your programs with the new ITD Actual Invoice Amount. This enhancement is now available in both the Project Program Insights REST API and the Program Analysis user interface. Combined with the previously released Amount to Bill and Unpaid Invoice Amount metrics, you can now leverage a powerful suite of financial data to optimize program performance. Based on Idea 801478 from the Project Management Idea Labs on Oracle Cloud Customer Connect. 
    • To access the ITD Actual Invoice Amount measure in the Program Analysis page for existing users, the administrator must run the Update Project Performance Data process with the value $$RESET_PROGRAM_DEFAULT_PREFERENCE$$ in the From Project Number and To Project Number fields.
  • Enhanced Project Program Analysis and Action Plan Generation: Drive program success with the latest AI enhancements. You now get even more granular insights, including key operational metrics, empowering you to make data-driven decisions faster. Creating action plans is also streamlined with autopopulated action item summaries.
    • Requires prior opt-in to the 25A Project Program Analysis and Action Plan Generation feature.

Steps to Enable

See steps to enable under the individual features, above.

Key Resources

• Related Help:
  • Feature Project Program Analysis and Action Plan Generation in the What's New for update 25A.
  • Feature Project Program Status Summary Generation in the What's New for update 24D.
  • Feature Graphical Program Headlines with Project Performance Trends and Insights in the What's New for update 23C.
  • Feature Program Action Plans and Issues in the What's New for update 23A.

Access Requirements

No new access requirements.