Classify Organizations to Own Projects and Tasks or Incur Costs on a Project

Specify organizations that can own projects and tasks, and incur project expenses. If an organizations can be a project and task owning organization, then you also specify whether the organization allows indirect, capital, and contract projects.

Classifying an Organization as Project Owning and Project Expenditure Organization

Follow these steps to classify an organization as a project owning and project expenditure organization:

1. Click Navigator > Setup and Maintenance, and search for the Manage Project Organization Classifications task.

2. Click the Manage Project Organization Classifications link.

3. In the Search section, enter a name and effective date and click Search.

4. In the Search Results section, select an organization and click the Edit icon.

5. On the Edit Project Organization Classifications page, in the Change All Selected section, select the applicable options.

6. Click Save and Close.

7. Click Done.

Selecting the Organization Hierarchy Type and Classifications

Select the organization hierarchy type that enables you to assign organization hierarchies, such as the project and task owning organization hierarchy and project expenditure organization hierarchy, to project business units.

Follow these steps to selecting organization hierarchy type and classification:

1. Click Navigator > Setup and Maintenance, and search for the Manage Organization Hierarchies and Classifications task.

2. Click the Manage Organization Hierarchies and Classifications link.

3. In the Organization Hierarchy Type list, select an organization hierarchy type, for example, HCM Organization Hierarchy Tree Structure.

   Note: A hierarchy must be set up in Oracle Human Capital Management for the selected hierarchy type.

4. In the Organization Classifications section, from the Available column, select Asset Organization, Business Unit, Partner Organization, Project Expenditure Organization, Project Task Owning Organization, Project Unit Classification.

   Note: Generally the project expenditure organizations will also be departments.

5. Click the Move selected items to other list icon marked with a right arrow to move the items from the Available column to the Selected column.

6. Click Save and Close.

Selecting Organization Hierarchies for the Business Unit

Associate project and task owning organizations to the business unit to restrict the project owning organizations in the project creation flow.

The following conditions are required for an organization to be eligible to be a project and task owning organization:

• You must assign the Project and Task Owning Organization classification to the organization.

• The organization must belong to the hierarchy that you specify in the project implementation options for the business unit.

The following conditions are required for an organization to be eligible to be a project expenditure organization:

• You must assign the Project Expenditure Organization classification to the organization.

• The organization must belong to the hierarchy that you specify in the project implementation options for the business unit.

Follow these steps to select organization hierarchies for a business unit:

1. Click Navigator > Setup and Maintenance, and search for the Configure Project Accounting Business Function task.

2. Click the Configure Project Accounting Business Function link.

3. On the Configure Project Accounting Business Function page, in the Project Option section, enter the mandatory information in the following tabs:

   • Project Setup

   • Expenditures

   • Costing

   • Project Units

   • Cross-Charge Options

4. Click Save and Close.

Associating Project Units with Business Units

Associate project units to business units to share a common approach to financial management across a set of project units while maintaining independent setup data.

Follow these steps to associate a project unit with a business unit:

1. Click Navigator > Setup and Maintenance, and search for the Configure Project Accounting Business Function task.

2. Click the Configure Project Accounting Business Function link.

3. On the Configure Project Accounting Business Function page, in the Project Options section, click the Project Units tab and select the project units to associate with this business unit.

4. Click Save and Close.