Example of Creating a Project to Manage Product Development

Suppose that you want to create a project to manage product development through the various stages of the product development lifecycle. The scope of the project is limited to the feasibility stage.

Note: This example applies only if you use Oracle Fusion Innovation Management or Oracle Fusion Product Development.

The following table summarizes key decisions for this example scenario.

Decisions to Consider	In This Example
Which team members will work on this project?	Amy Marlin is the project manager. Anton James is the project team member.
What access do team members need?	Project team members must be project enterprise resources.
Which types of work items of the product lifecycle will this project have?	Concept, Proposal, and Requirements Specification for Oracle Fusion Innovation Management. Item and Product Change Order for Oracle Fusion Product Development.
What tasks must be completed and how much time will each task take?	Create a project plan with the tasks to track the submission and approval of the concept, proposal, and requirements specification.

How you Complete the Feasibility Stage of a Solar Powered Car

The scope of this example is restricted to Innovation Management.

To complete the feasibility stage of the solar powered car, follow these steps:

1. In Innovation Management, create concept, proposal, and requirements specification.
2. In Project Management, create a project with a summary task named Feasibility, and create subtasks that will be associated with the work items.
3. In Project Management, perform these tasks:
   • Associate each work item to the appropriate tasks in the Solar Powered Car project.
   • Specify task completion events to ensure that tasks are marked as complete based on work item events.
   • Verify that tasks are marked complete when task completion events are met.

Prerequisites

• Have access to Innovation Management or Product Development.
• In the Project Management work area, assign team members of the product development team as project enterprise resources.

Create a Project

1. In the Project Management work area, click Create Project on the Actions panel tab to create a project named Solar Powered Car.

2. On the Manage Project Plan page, click Create and select Create Multiple Tasks from the submenu.

3. Enter 10 in the Number of Tasks field and click OK. Complete the fields as shown in this table and then click Save.

   Task Name	Resource
   Solar Powered Car	Leave blank
   1.1 Feasibility	Leave blank
   1.1.1 Concept	Leave blank
   1.1.1.1 Submit Concept	Anton James
   1.1.1.2 Approve Concept	Amy Marlin
   1.1.2 Proposal	Leave blank
   1.1.2.1 Submit Proposal	Anton James
   1.1.2.2 Approve Proposal	Amy Marlin
   1.1.3 Requirements Specification	Leave blank
   1.1.3.1 Submit Requirements Specification	Anton James
   1.1.3.2 Approve Requirements Specification	Amy Marlin

Create Concept, Proposal, and Requirement Specification

1. In Innovation Management, in the Concepts work area, from the Tasks panel tab, click the Create Concept link.

2. In the Create Concept window, complete the fields, and click Save and Close.

   Field	Value
   Name	Solar Powered Car
   Description	Concept for the feasibility stage of the solar powered car.

   Once you create a concept, a proposal with the same name is automatically created.

3. In the Concepts work area, from the Tasks panel tab, click the Create Requirements Specification link.

4. In the Create Requirements Specification window, complete the fields, and click Save and Close.

   Field	Value
   Requirements Specification	Solar Powered Car
   Description	Requirements specifications to define requirements for the feasibility stage of the solar powered car.

Create Work Items to Track Task Completion Events

1. In Project Management, on the Manage Project Plan page, click the Manage Work Items icon in the Submit Concept task.

   Verify that the Work Items column is visible. If the column isn't visible, click the Manage Columns icon and choose to display the column.

2. In the Manage Work Items window, click Add Row.

3. Complete the following fields.

   Type	Name	Task Completion Event
   Concept	Solar Powered Car	Submitted

   Similarly, create task completion events for submitting proposal and requirement specification.

4. Click the Manage Work Items icon in the Approve Concept task.

5. In the Manage Work Items window, click Add Row and complete the following fields.

   Type	Name	Task Completion Event
   Concept	Solar Powered Car	Approved

   Similarly, create task completion events for approving proposal and requirement specification.

Progress the Product Development Lifecycle and Drive Task Completion

Now, verify that Project Management tracks the Product Development life cycle effectively.

1. In Innovations Management, in the Concepts work area, from the Tasks panel tab, click Manage Concepts.

2. On the Manage Concepts tab, search for the Solar Powered Car concept.

3. In the Search Results region, click the Solar Powered Car link to view the concept details.

4. Review the concept, and then from the Actions menu click Submit for Approval. Notice that the status changes from Draft to Submitted.

5. In the Submit for Approval window, click Select and Add.

6. In the Select and Add: Reviewers window, search for and select a reviewer, and click OK.

7. In the Submit for Approval window, click Submit.

8. Click Done.

   On submitting the concept for approval, the Submit Concept task in Project Management is marked as complete as the task completion event is met.