Project Performance Data Summarization

Project managers, project application administrators, and project administrators can run the Update Project Performance Data process to summarize performance data for a project unit, business unit, a range of projects, or the projects managed by a project manager.

The Update Project Performance Data process:

Summarizes data for different data sources, such as actual costs, commitments, contract revenue, invoice amounts, budgets, control budgets, allocations, forecasts, and awards.
- Summarizes data in the project currency, project ledger currency, and transaction currency.
- Summarizes data in the accounting and project accounting calendars.
- Summarizes contracts.
Generates KPI values and determines the overall project health status.
Updates the financial project plan with summarized amounts from actual cost transactions.
Updates Oracle Essbase cubes so that you can view the summarized data using Oracle Smart View for Office.

Summarized Data

Use the summarized data to analyze the health of projects and drill down to the causes of any deviation from set thresholds.

You can use summarized data to:

Analyze project performance.
Analyze KPI categories and KPIs.
Track project health and progress across different periods.
View summaries for revenues, invoices, actual costs, budgets, allocations, forecasts, and commitments.

Note: On the Review Project Performance page, the transfer order commitments are reported as part of Other Commitments. That is, the ITD Transfer Order Committed Cost is reported as part of ITD Other Committed Cost, the PTD Transfer Order Committed Cost is reported as part of PTD Other Committed Cost, and so on.
Build dashboards and analyses to review project performance using the Projects - Performance Reporting Real Time subject area.
Create reports using Oracle Smart View for Office.

When to Run the Update Project Performance Data Process

You can run the Update Project Performance Data process for different situations. For example, run it when:

The summarized data is out of date and you want to update it. For example, if you don't see the latest summarized data in the Project Management infolets, in the Project Performance Dashboard regions, or in the My Projects page.
Large volume of data isn't summarized yet, and you want to summarize the entire data in one run.

Note: If you have large volumes of data, run the Update Project Performance Data Without Producing Report process when the workload is low. For example, you can run the process on a nightly basis.

The following processes run as part of the Update Project Performance Data process and summarize data. So, don't run these processes if you're running the Update Project Performance Data process:

Process	Notes
Distribute Project Resource and Task Effort by Day	None.
Update Project Contract Performance Data or Update Project Contract Performance Data Without Producing Report	The Update Project Performance Data process or the Update Project Contract Performance Data process summarizes project and contract performance data. Submit or schedule either of these processes without specifying any parameters that determine the range of projects or contracts for the process. You must leave any such parameters (for example, project unit, business unit, and so on) blank so that the application can summarize the eligible projects and contracts.
Generate KPI Values or Generate KPI Values Without Producing Report	The Update Project Performance Data process doesn't spawn a subprocess for generating KPIs. KPIs are generated as part of the Update Project Performance Data process.
Update Award Project Performance Data Without Producing Report	None.
Update Project Plan Data or Update Project Plan Data Without Producing Report	If the Enable automatic pushing actual to project plan after every online cost summarization profile option is enabled, the Update Project Plan Data process runs as part of the Update Project Performance Data process. Otherwise, navigate to the Manage Financial Project Plan page, click Update Amounts > Update Actual Amounts from the Actions menu, and submit the Update Project Plan Data process.

Settings That Affect Performance Data Summarization

Tip: We recommended that you run the Update Project Performance Data process with the default parameter values.

Note: Data security checks are turned off when you run the Update Project Performance Data process with either the Project Manager parameter or with the From Project Number and To Project Number parameters. All projects for a project manager (if provided) or the projects between the From Project Number and To Project Number are summarized and the latest summarized data for these projects is displayed in the Project Management infolets, in the Project Performance Dashboard regions, and in the My Projects page.

Before you run the Update Project Performance Data process from the Scheduled Processes page, select one of the following summarization methods:

Summarization Method	Usage
Incremental	Summarizes new transactions that are yet to be summarized. Also, processes all the planning resource breakdown structure and reporting resource breakdown structure changes that are associated to summarized projects.
Delete and resummarize	Corrects summary data when the source system data changes outside the regular transaction flow. This option is disabled by default. But, if you want to delete and resummarize performance data, ask your application administrator to set the Enable Maintain Project Performance Data job profile option to Yes. The profile option is in the Setup and Maintenance work area.
Resource breakdown structure	Migrates all summary data from one resource breakdown structure version to the next. If you select this option, you must also specify the resource breakdown structure header. If you update a project-specific resource breakdown structure that allows resource changes at project level, then run the Update Project Performance Data process in the Resource breakdown structure mode for the changes to reflect in reporting. If you want the changes to apply to new projects that use this resource breakdown structure, then use the Manage Planning and Billing Resource Breakdown Structures task in the Setup and Maintenance work area to make the changes at the setup level. If you update a resource breakdown structure that doesn't allow resource changes at project level and you want these changes to reflect in the projects that are currently associated with this resource breakdown structure, then click Update Mapping or run the Update Project Performance Data process in the Resource breakdown structure or Incremental mode.

Summarization Method

Usage

Incremental

Summarizes new transactions that are yet to be summarized. Also, processes all the planning resource breakdown structure and reporting resource breakdown structure changes that are associated to summarized projects.

Delete and resummarize

Corrects summary data when the source system data changes outside the regular transaction flow.

This option is disabled by default. But, if you want to delete and resummarize performance data, ask your application administrator to set the Enable Maintain Project Performance Data job profile option to Yes. The profile option is in the Setup and Maintenance work area.

Resource breakdown structure

Migrates all summary data from one resource breakdown structure version to the next. If you select this option, you must also specify the resource breakdown structure header.

If you update a project-specific resource breakdown structure that allows resource changes at project level, then run the Update Project Performance Data process in the Resource breakdown structure mode for the changes to reflect in reporting. If you want the changes to apply to new projects that use this resource breakdown structure, then use the Manage Planning and Billing Resource Breakdown Structures task in the Setup and Maintenance work area to make the changes at the setup level.

If you update a resource breakdown structure that doesn't allow resource changes at project level and you want these changes to reflect in the projects that are currently associated with this resource breakdown structure, then click Update Mapping or run the Update Project Performance Data process in the Resource breakdown structure or Incremental mode.

Each time you run the summarization process manually, specify the summarization parameters and whether to summarize the following transactions:

Transaction	Data Summarized
Budget and Forecast	Approved current and previous forecasts, and current and original budgets that have a baseline version. This includes approved budgets and primary forecasts.
Commitment	Commitments such as supplier invoices, purchase orders, and requisitions from other Oracle Fusion Cloud Applications.
Actual Costs	The actual costs incurred for your projects.

How to Run the Update Project Performance Data Process

Project application administrators can schedule the Update Project Performance Data process to run periodically by clicking Schedule New Process on the Scheduled Processes page.

Project managers can submit these processes from the Project Performance Dashboard or the Project Management work area. Project administrators can submit these processes from the Project Performance Dashboard or the Project Financial Management work area.

After you run the Update Project Performance Data process, you can track its progress on the Scheduled Processes page.

Troubleshooting

In a non-production instance, after a production-to-test refresh, you might notice these issues:

The latest values aren’t displayed in the Financial Performance section (go to the Project Overview page and click the Financials tab), the Project Performance Dashboard, or the Review Project Performance page even after the Essbase process was successful.
The Update Project Performance Data or Update Project Contract Performance Data process ends in a warning if its sub process Maintain Project Performance Data: Maintain Oracle Essbase Cube ends in an error.

To fix these issues, regenerate the Projects Essbase cube by running the Maintain Project Performance Data Without Producing Report process with the Recreate Cube with Existing Summary Data parameter set to Yes and the rest of the parameters set to their default values. This is a mandatory step that must be completed after every P2T refresh.

If a production-to-test refresh hasn’t occurred and you are facing similar issues, then run the Update Project Performance Data Without Producing Report process with all the parameters set to their default values. This spawns a new Update Project Performance Data Without Producing Report job that automatically fixes the issue. Run the Update Project Performance Data Without Producing Report process once again with all parameters set to their default values to ensure the successful completion of the Maintain Project Performance Data: Maintain Oracle Essbase Cube process.