Manage Setup Using Implementation Projects

Before creating an implementation project, make sure that you configured the offerings and opted into their functional areas and features you plan to use.

You need the Application Implementation Manager (ORA_ASM_APPLICATION_IMPLEMENTATION_MANAGER_JOB) role to create and manage implementation projects. Or, if you are already assigned a custom application administrator role, you must be assigned the Manage Implementation Project (ASM_MANAGE_IMPLEMENTATION_PROJECT_PRIV) privilege.

Create an Implementation Project

1. Click Navigator > My Enterprise > Setup and Maintenance.

2. In the Setup and Maintenance work area, select Manage Implementation Projects from the Tasks panel tab.

3. On the Manage Implementation Projects page, select Create from the Actions menu, or click the Create icon.

4. On the Create Implementation Project: Basic Information page, enter a meaningful name and a brief description to describe your project.

5. Optionally, assign the project to a user and specify a start date.

6. Click Next. All enabled offerings and functional areas are listed on the Create Implementation Project: Select Offerings to Implement page.

7. Select the offering and its functional areas you want to use to generate the task list for this project.

8. Click Save and Open Project when you complete your selection.

9. A page with the name you specified for your implementation project opens, displaying its task list. The default task list is generated based on your offering and functional area selection in the previous step. You can modify the task list if needed, and begin to assign the tasks to the appropriate users.

Modify an Implementation Project

The default task list generated for an implementation project is always organized in the proper sequence to address data dependency requirements of the setup data they represent. The best practice is to not modify the task list unless it's unavoidable for your business requirements.

You can add, remove or reorder tasks within an implementation project. Before you make any such modifications to your implementation projects, ensure that data dependency requirements aren't compromised.

Add Tasks

1. Click Navigator > My Enterprise > Setup and Maintenance.

2. In the Setup and Maintenance work area, select Manage Implementation Projects from the Tasks panel tab.

3. On the Manage Implementation Projects page, open the implementation project you want to modify to view its task list hierarchy.

4. Select the task or task list you want to add the new task after, and click the Add icon.

5. In the Add Task Lists and Tasks page, search for the task or task list you want to add, select it, and click Apply. Your selection is added after the task or task list you selected in the previous step.

6. Repeat search select and apply to add additional tasks or task lists, as required. Click Done when you finished to return to your implementation project.

Reorder Tasks

1. Click Navigator > My Enterprise > Setup and Maintenance.

2. In the Setup and Maintenance work area, select Manage Implementation Projects from the Tasks panel tab.

3. On the Manage Implementation Projects page, open the implementation project you want to modify to view its task list hierarchy.

4. Select the task you want to move.

5. Click Actions > Reorder.

Follow the same steps to move a task list.

Remove Tasks

1. Click Navigator > My Enterprise > Setup and Maintenance.

2. In the Setup and Maintenance work area, select Manage Implementation Projects from the Tasks panel tab.

3. On the Manage Implementation Projects page, open the implementation project you want to modify to view its task list hierarchy.

4. Select the task or task list you want to remove.

5. Click the Remove icon.

Note: When you remove a task, any setup data you entered using the task isn't removed.