Project Planning Workspace for Project Initiation and Budget Planning
Accelerate project delivery with faster project initiation and governed budget planning using the Project Planning Workspace. Initiate projects from Statements of Work, Requests for Proposal, sales opportunities, or natural-language prompts. The workspace extracts business objectives, scope, milestones, schedules, resources, and financial details to create structured project plans. The workspace recommends detailed task- and assignment-level budget allocations, including contingency reserves and margin requirements, by applying organizational standard operating procedures. Refine project plans and budget allocations using natural language to produce consistent, compliant, execution-ready plans.
The Project Planning Workspace, available in 26C Cohort B, supersedes the 26C Project Planning Agents and continues to expand with new capabilities in upcoming releases.
Project Planning Workspace automatically surfaces the work that needs your attention, so you can act without searching for status or next steps. Priority Actions identifies items requiring immediate action, while Planning Priorities highlights work to review and act on, such as projects requiring detailed budget generation.
Project planning workspace
Project Creation from Opportunity or Documents
Create a project from a sales opportunity and its supporting business documents. The workspace extracts business objectives, scope, milestones, schedules, resources, and financial information from the statement of work and available sales handoff information to create a structured project plan. This reduces manual data entry and accelerates project readiness for delivery.
You can also create a project directly in Ask Oracle by attaching a supporting document, such as a statement of work or request for proposal, without starting from an opportunity.
Depending on the organization's configuration, the agent also prepares associated contract information, including contract lines and payment milestones.
Start a project from a project initiation recommendation
Detailed Budget Planning
Create detailed budget allocations across tasks and resources for funded projects. The workspace identifies relevant past projects based on conditions defined in your organization's planning policies and uses them as reference points for budget recommendations. Apply margin and contingency reserve requirements to create policy-aligned budget allocations.
Review a proposed detailed budget allocation
Refine generated budget allocations using Ask Oracle. For example, request a reduction in labor effort when productivity expectations change. The workspace incorporates the request and presents the resulting budget updates for review before you apply or save the changes.
Review updated detailed budget lines after an Ask Oracle query
The business benefits are:
- Reduce project initiation time and manual effort by transforming sales opportunities and approved scope into execution-ready project plans and associated contract information.
- Reduce financial and governance risk by applying organizational planning policies, margin targets, and contingency reserve requirements consistently when creating project budgets.
Steps to enable and configure
Before using Project Planning Workspace, optionally configure the standard operating procedures that guide workspace insights and planning recommendations.
- Configure the following policies:
- Project Planning Workspace Policy (ORA_PRJ_PJO_PROJECT_PLANNING_WORKSPACE_POLICY) to define the business rules and preferences that govern workspace behavior, priorities, and user experience.
- Project Budget Detail Policy (ORA_PRJ_PJO_PROJECT_BUDGET_DETAIL_POLICY) to define the business rules, method-selection criteria, calculation guardrails, and fallback behavior for generating project budgets.
- Project Initiation Governance and Approval Policy (ORA_PRJ_PJF_PROJECT_INITIATION_GOVERNANCE) to govern Project Initiation Assistant readiness, template eligibility, approval routing, and create-action decisions.
- Assign the applicable workspace and project-planning privileges as described in the Access requirements section.
- After configuring the access requirements, navigate to the Project Planning Workspace from ERP Agents navigation menu.
Tips and considerations
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Review generated project plans, commercial information, and budget recommendations before applying or saving them
-
Use your organization's configured policies as the basis for planning recommendations. Values such as the opportunity-confidence threshold and contingency percentage are configurable and may differ by organization; the values shown in demonstrations are examples only.
Key resources
- To understand the Agentic Apps framework, see What's an agentic app?.
- To manage AI agents, workflows, and agentic applications, see How do I use AI Agent Studio?.
- To configure workflows for use in an agentic app, see Create and Enable Workflows for Using in Agentic Applications.
- To configure user access to AI agents, see How can I give users access to AI agents?.
- To create and associate policy models with policy nodes in workflows, see Add a Policy Model to a Policy Node of Workflows.
- For AI Agent Studio subscription and pricing information, see How do I use AI Agent Studio?.
- To learn how custom enterprise roles and project roles work together to provide functional and project-level access, see Creating Custom Roles for Projects.
- To learn how to create a project role and associate it with an enterprise role, see Create Project Roles.
- To learn about the security synchronization processes used after role configuration, see Configure the Security Console.
- To review the delivered Project Management roles, duties, privileges, and security policies, see Security Reference for Project Management.
- To review the delivered Project Manager role hierarchy and privileges, see Project Manager Job Role.
Access requirements
- Users must have the Project Planning Workspace Duty (ORA_PJO_PROJECT_PLANNING_WORKSPACE_DUTY) to access the Project Planning Workspace.
- Enable permission groups for the applicable role if they are not already enabled.
- Users must also have the privileges, roles, and permissions required for the respective capabilities they intend to use, as described below.
A. Project Creation
|
Privilege Name |
Privilege Code | Data Access Resource Name | Data Access Action | Included in predefined Project Manager job role |
|---|---|---|---|---|
| Manage Project Planning Resource Breakdown Structure Version | PJF_MANAGE_PROJECT_PLANNING_RESOURCE_BREAKDOWN_STRUCTURE_VERSION_PRIV | Project (PJF_PROJECTS_ALL_VL) | Edit Project Resource Breakdown Structures for Project | Yes |
| Manage Project REST Service | PJF_MANAGE_PROJECTS_REST_PRIV | Project (PJF_PROJECTS_ALL_VL) | Manage Projects Using Service | No |
|
Manage Project Financial Plans Service |
PJO_MANAGE_PROJECT_FINANCIAL_PLANS_SERVICE_PRIV |
Project (PJF_PROJECTS_ALL_VL) |
Manage Project Task Structure |
Yes |
Additionally, the following duty roles are required for creating projects. These are available through the predefined Project Manager job role (ORA_PJF_PROJECT_MANAGER_JOB):
- Project Inquiry (ORA_PJF_PROJECT_INQUIRY_DUTY)
- Project Foundation Setup Inquiry (ORA_PJF_PROJECT_SETUP_INQUIRY_DUTY)
For contract line creation, the following functional and data access privileges are required:
| Privilege Name | Privilege Code | Data Access Resource Name | Data Access Action | Included in predefined Project Manager job role |
|---|---|---|---|---|
| Create Contract | OKC_CREATE_CONTRACT_PRIV | Contract Header (OKC_K_HEADERS_ALL_B) | Manage Contract | No |
|
Edit Contract by Web Service |
OKC_EDIT_CONTRACT_VIA_WEB_SERVICE_PRIV | Contract Header (OKC_K_HEADERS_ALL_B) |
|
No |
To create project using Oracle Sales Opportunity, the following functional and data access privileges are required:
| Privilege Name | Privilege Code | Data Access Resource Name | Data Access Action | Included in predefined Project Manager job role |
|---|---|---|---|---|
|
View Opportunity |
MOO_VIEW_OPPORTUNITY_PRIV | Opportunity (MOO_OPTY) | Read | No |
B. Detailed Budget Management
| Privilege Name | Privilege Code | Data Access Resource Name | Data Access Action | Included in predefined Project Manager job role |
|---|---|---|---|---|
| Manage Project Financial Plans Service | PJO_MANAGE_PROJECT_FINANCIAL_PLANS_SERVICE_PRIV | Project (PJF_PROJECTS_ALL_VL) | Manage Project Budget Working Version | Yes |
Additionally, the duty role Project Budget Inquiry (ORA_PRJ_PROJECT_BUDGET_INQUIRY_DUTY) is required for detailed budget management. This is available through the predefined Project Manager job role (ORA_PJF_PROJECT_MANAGER_JOB).