How You Perform Project-Specific Maintenance

Perform project-specific maintenance by creating a work order, issue components from common or project-specific inventory, and put away the end product into project-specific inventory. You can purchase outside processing services, procure material directly for project-specific work orders, and import material and resource costs to the project.

This diagram explains the process flow for creating and executing a work order with project and task details, across maintenance, inventory management, costing, and project portfolio management.

Here's the high-level process flow to perform project-specific maintenance:

1. Create a work order with the project and task in Oracle Maintenance.

   A work order is saved with the default project costing attributes. You can review and modify the attributes as required.

2. Calculate Material Availability by Project/Task and release the work order.

   The work order is released only after Project Portfolio Management validates the project costing attributes.

3. Pick material for work order based on project and task.

4. Execute movement requests and review the completed transactions with reference to the project and task in Inventory Management.

5. Interface the material transaction with the project and task references to inventory.

6. Review maintenance dispatch list with project and task as additional search attributes.

7. Report maintenance resource transactions.

8. Report maintenance material transactions and review the completed transactions in Inventory Management.

9. Run the Transfer Transactions from Maintenance to Costing task and transfer the resource transactions to Costing.

10. Run the Transfer Transactions from Inventory to Costing task and transfer the materials transactions to Costing.

11. Create cost accounting distributions and review the project details for accounting distributions. The costs are final accounted and are imported into Project Portfolio Management where they're further managed.

12. Generate project invoices to bill the customer based on the percentage of completion or milestones achieved on the project.