Features of Project Management

8/10/2019 Features of Project Management

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Features of Project Management

Oracle Project Management provides project managers a solution for maintaining control and visibility of all

aspects of their projects.

As a project manager, you can view project information at a single source point enabling you to track andmanage a project through the project lifecycle, from creating and planning, through to completion.

Using Oracle Project Management, you can:

Create, manage, version, and view workplan.

Track progress against the workplan.

Link Microsoft Project with Oracle Projects enabling you to work with a project using both applications.

Create budgets and forecasts to plan and manage the financial performa nce of projects throughout the project

lifecycle.

Track and monitor the performance of a project, and analyze financial and effort information by task, resource,and time.

View exceptions for key financial and schedule metrics, and send automated status report notifications to key

project stakeholders.

Provide a timely and consistent view of project status information to all audience members and project

stakeholders.

Manage issues such as concerns, problems, and outstanding questions for projects and tasks.

Manage actions or changes that affect the scope, value, or duration of projects and tasks.

Attach and manage documents for projects and tasks.

Search and review the current financial status of projects and review detailed financial performance for projects

and tasks.

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Can set up two types of structures in Oracle Projects: workplan structures and financial structures.

Can send the following information from Microsoft Project to : Schedule Budget

Can send the following information to Microsoft Project from:

Project templates Existing projects Resources and rates

Progress and actual effort Cost progress

Budgeting and ForecastingYou can create budgets and forecasts to manage the financial performance of a project throughout the project

lifecycle. You can also create multiple budgets and forecasts for a project to demonstrate different scenarios. You


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can track project status and performance by comparing project budget and forecast amounts to actual amounts

using Project Performance Reporting and Project Status Inquiry features.

Using budgeting and forecasting you can perform the following functions:

Maintain budget and forecast plan types

Create plan versions and enter amounts

Generate budgets and forecasts from staffing plans, workplans , and other financial plans

Enter plan amounts using Microsoft Excel and HTML

Enter plan amounts in multiple currencies

Maintain plan versions

Include change documents

View planamounts


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Setting Up WorkplansYou can define workplans that meet the specific requirements of your various projects or project templates. You

can:

Set up basic starting information for a work breakdown structure, including the structure name, lifecycle,

current phase, and default display outline level.

Enable workplan versioning.

Enable work quantity planning and progress collection for a workplan and each of its tasks. Automatically update the tasks' transaction dates.

Define approval options for the workplan (if versioning is enabled).

Select a planning resource list for the workplan.

Enable workplan cost tracking.

Enable multiple currency amount planning and define the list of transaction currencies used by your workplan.

Enable reporting of workplan cost amounts against a selected resource breakdown structure.

Determine whether resources assigned to the workplan use actual rates or planning rates for costing of planned

quantities. If you use planning rates you can define the planning rate schedules.


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Oracle Project FoundationOracle Project Foundation provides the common foundation (functionality) of periods, calendars, organization,

projects, resources, security, forecasting, utilization, and multilingual support that is shared across the products

in the Oracle Enterprise Project Management Solution. The purpose of Oracle Project Foundation is to package

all the common elements of Oracle Projects into a single place.

Period DefinitionPeriods are used to define project accounting periods (PA periods). PA periods are used in transaction

processing.

Calendar Definition

Calendars are used to determine resource availability and over commitment.

Organization Definition

Oracle Projects uses organizations for the following business purposes: Management of projects and tasks

Employee assignments

Expenditure entry Nonlabor resource ownership

Budget management

Resource definition for project status reporting

Burden cost processing

Invoice and collections processing

Reporting

Forecasting

Resource DefinitionA single collection of your resources, their skill sets, and their availability enables you to

utilize and manage your resources both effectively and efficiently.

Organization ForecastingOrganization forecasting enables you to generate organizationlevel financial forecasts for the

revenue, cost, margin, margin percent, utilization, and headcount amounts associated with your

projectlevel staffing plans.


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Oracle Project Costing

Oracle Project Costing provides an integrated cost management solution for all projects and activities

within an enterprise. Oracle Project Costing acts as a central repository for transactions, processesproject costs, and creates corresponding accounting entries to satisfy corporate finance requirements.

When you use Oracle Project Costing, you can track and account for all project costs. You can also

control payment on supplier invoices using the Supplier workbench. Costs may be entered directly into

Oracle Project Costing using expenditure batches, imported from other Oracle Applications, or importedfrom external systems. You collect cost distribution lines in Oracle Project Costing which uses

AutoAccounting to determine the default accounts for raw and burden costs. Oracle Project Costing also

creates cost accounting events for Oracle Subledger Accounting, and transfers the accounting entries toOracle General Ledger.

Cross ChargeA cross charge takes place when an expenditure items expenditure organization is different from the task

owning organization of the task being charged. These organizations are called the provider and receiver

organizations. The organizations can be within the same operating unit or belong to different operating units.

Burdening

Burden costs are costs of doing business that support raw costs.

Project AllocationsThe allocations feature in Oracle Project Costing can distribute amounts between and within projects

and tasks, or to projects in other organizational units.

Supplier Payment Control

The Supplier Payment Control feature in Oracle Project Costing enables you to integrate with OraclePurchasing and Oracle Payables to create supplier invoices with automatic payment hold for purchase

orders with Pay When Paid payment terms and a deliverables schedule. On interface of these supplierinvoices from Oracle Payables to Oracle Projects as expenditure items, the supplier invoices are linked

to draft customer invoices generated on these expenditure items. If you enable projects for automatic

release of pay when paid holds and for AR Receipt Notification, the Release Pay When Paid concurrentprogram checks for receipts applied to linked customer invoices in Oracle Receivables and releases the

hold on the corresponding supplier invoice. You can manually link and unlink supplier and customer

invoices and release holds from the Supplier Workbench.


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Oracle Project Billing


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Oracle Project Management

Oracle Project Management provides project managers the visibility and control they need to deliver

their projects successfully, improve profitability, and operate more efficiently. It presents projectmanagers with a comprehensive integration of the major elements of project management: programs,

plans, progress, issues, changes, documents, effort and cost, financial information, performance,

exceptions, and status reports.

Workplan and Progress ManagementYou can set up two types of structures in Oracle Projects: workplan structures and financial structures.

A structure is sometimes referred to as a work breakdown structure, or WBS. A workplan contains ahierarchical organization of tasks within a project. Each workplan contains an unlimited number of tasks

and you can define as many levels as you want. Workplan management helps project managers and

team members deliver projects on time. Financial structures help project and financial administrations

track financial information for a project.You can collect progress for deliverables, task resource assignments, tasks, and projects. This

information allows you to report on whether workplan execution is on track.

Integration with Microsoft ProjectYou can continue to use Microsoft Project when working with your projects, while benefiting from the

features that Oracle Projects has to offer. You can send and receive a project, send an update, view real-time project information, and receive real-time values for task attributes. You can use Microsoft Project

to update the project schedule, progress, and budget information.

After all project details have been entered, you can then send the project plan to a workplan or financial

structure.

Budgeting and Forecasting

You can create budgets and forecasts to manage the financial performance of a project throughout the

project lifecycle. You can also create multiple budgets and forecasts for a project to demonstratedifferent scenarios. You can compare budget and forecast amounts to project actuals using reporting

tools such as Project Performance Reporting and Project Status Inquiry to track project status and

performance.


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Project Status Reporting

You can report relevant project status information for targeted audiences, controlling the content,publishing, frequency, and format. For example, you can provide a monthly internal management report

for your project steering committee, and a weekly team project status report for your project.

Issue and Change Management

Oracle Projects provides you with a centralized system to manage issues and change requests. Thisfunctionality enables team members to work together collaboratively to resolve issues and communicate

and implement changes to the project. Using issue management, you can track issues and changerequests from creation through to completion, and deal with concerns or outstanding questions on

projects.

Document ManagementOracle Projects enables you to attach and store documents with projects on which you are a team

member. You can utilize folders and versions and ensure security for all documents.

Project Performance ReportingOracle Projects provides you with an at-a-glance comparison of actual versus planned performance as

defined in project budgets and forecasts. You can view performance in the areas of effort, cost,

profitability, earned value, billing, and collections, or capital costs. With Project PerformanceExceptions Reporting, project managers can view a summary of problems and issues on a project

through visual indicators that denote exceptions, and focus on solving the critical problems.

Earned Value ManagementEarned Value Management provides a method of managing projects by understanding the mathematical

relationships between project scope, work, and budget to determine project health. The metrics used in

calculating earned value enable you to gain knowledge of the true health of a project. You can also usethe various earned value metrics to monitor trends in a project.


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Oracle Projects Integration with Other Oracle Applications

Oracle Assets

This slide describes the integration of Oracle Projects with Oracle Assets. The graphic on the slide depicts how

you can use a project to build a new asset or retire an existing asset, collect costs and interface these costs to

Oracle Assets to calculate depreciation for a new asset and retirement costs for an existing asset.

Oracle Projects allows you to manage asset capitalization using capital projects. In a capital project, you can

collect constructioninprocess (CIP) and expense costs for each asset you are building. You can also define

retirement adjustment assets and capture cost of removal and proceeds of sale amounts (retirement work inprocess, or RWIP) for assets you are retiring. You use Oracle Projects to collect all asset cost detail transactions,

summarize them to create asset lines in Oracle Projects, and transfer them to Oracle Assets to become

depreciable fixed assets. Oracle Assets integration includes:

Inquiry of project information on mass addition lines.

Drilldown to project asset line details in Oracle Projects from projectrelated mass addition lines in Oracle

Assets.

Copying of project information from mass addition lines to asset source lines during Mass Additions Posting

process.

Inquiry of project information on asset source lines.

Drilldown to project asset line details from projectrelated asset source lines.

Coordination with Oracle Payables so that supplier invoice lines are not interfaced to Oracle Assets by both

Oracle Payables and Oracle Projects when the invoice line is associated with a capital project.


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Generate Asset Lines

Run the concurrent program PRC: Generate Asset Lines to collect all eligible costs, summarize them, and create

asset cost lines and/or retirement cost lines.

Interface Asset Costs to Oracle Assets

Run the Oracle Projects concurrent program PRC: Interface Assets to Oracle Assets to interface the asset costand/or retirement cost lines to Oracle Assets.

Post Mass Additions

After you interface the costs to the Oracle Assets Mass Additions table, you can make changes to the asset

definition, if necessary, and then run the Post Mass Additions process in Oracle Assets. Oracle Assets creates

accounting entries in Oracle Subledger Accounting to clear CIP and RWIP accounts, and posts the asset costs to

the appropriate asset or group depreciation reserve account.

Transfer to Oracle General Ledger

The Transfer to GL concurrent program transfers the accounting entries from Oracle Subledger Accounting to

Oracle General Ledger.

Tieback Asset Lines from Oracle Assets

The Tieback Asset Lines from Oracle Assets concurrent program identifies and updates Oracle Projects assets

and asset lines that have been interfaced to Oracle Assets. For assets, the program updates the asset details to

reflect the asset number assigned in Oracle Assets and the period in which the asset was posted. The program

updates each asset line to reflect the Oracle Assets period in which the asset line was posted.


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Oracle Asset Tracking

Oracle Asset Tracking

This slide describes the integration of Oracle Projects with Oracle Asset Tracking. The graphic on the slidedepicts how you can use Oracle Asset Tracking and Oracle Inventory to store, issue, and use items that you

purchase for a project, and use Oracle Project Costing to manage the costs of these items and of the assets that

they helped create. Oracle Asset Tracking is a fully integrated solution in the Oracle E-Business suite designed to

deploy and track internal products and assets at internal or customer sites, while providing the ability to

automatically capture financial transactions. Oracle Asset Tracking enables you to provide users with access to

tracking information, without allowing them access to sensitive processes related to assets and purchasing. You

can also track inventory items after you have installed them and link financial transactions to the physical

movement of equipment.

Oracle Asset Tracking enables you to create assets upon receipt in Oracle Purchasing. After you create the asset,

Oracle Asset Tracking performs the changes in the background for any further physical movement. For example,if you move the asset from one location to the other, then Oracle Asset Tracking performs the asset cost,

distribution, and unit changes without manual intervention. Oracle Asset Tracking integrates with Oracle

Inventory, Oracle Purchasing, Oracle Project Costing, Oracle Assets, Oracle Order Management, and Oracle

Payables, and stores information collected from them.

Oracle Asset Tracking integration includes:

Creating project-related purchase orders linked to Oracle Asset Tracking

Entering receipts for project-related purchase orders in Oracle Purchasing and validating the receipts against

the Oracle Asset Tracking repository

Importing tracked items and cost into Oracle Project Costing Monitoring costs in Oracle Project Costing

Generating asset lines for non-depreciable tracked items in Oracle Project Costing

Costing and interfacing the asset lines to Oracle Assets to create assets


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Oracle Cash Management

This slide describes the integration of Oracle Projects with Oracle Cash Management. The graphic on

the slide depicts how you can use Oracle Cash Management to control the flow of cash coming into a

project from budgets, events, and customer payments as well as the cash going out the project assupplier payments, project expenditure, and overhead costs.

Cash Forecasting in Oracle Cash Management captures cash flow information from Oracle Projects. It

also captures cash flow information from these other Oracle applications that store projectrelatedinformation: Oracle Purchasing, Oracle Receivables, Oracle Order Management (with Oracle Project

Manufacturing), and Oracle Payables.

By integrating Oracle Projects with Oracle Cash Forecasting, you can define and generate a cash

forecast for a specific project. You can report on cash flows from Oracle Projects sources throughoutyour enterprise, and across organizations as needed. You are also able to forecast in any currency, and

analyze your projects currency exposure by forecasting transactions that are entered in a particular

currency.


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Oracle General Ledger

This slide describes the integration of Oracle Projects with Oracle General Ledger. The graphic on the slide

depicts the process of project accounting first as accounting events in Oracle Subledger Accounting that are

interfaced to Oracle General Ledger as journal entries. Oracle Projects integrates with Oracle General Ledger via

Oracle Subledger Accounting and enables you to update your general ledger with Oracle Projects activity. You

can generate accounting events at any time and as often during an accounting period as you want. Oracle

Subledger Accounting uses the accounting events to generate the accounting and transfers the final accounting

to an Oracle General Ledger interface table.

Journal Import and Posting

After Oracle Subledger Accounting transfers accounting entries to the Oracle General Ledger interface table, you

run the Journal Import program. This program creates journal entries for your cost, revenue, and cross-charge

transactions, which you can post to Oracle General Ledger at any time. Optionally, you can transfer theaccounting to Oracle General Ledger and post the journal entries when you run the Create Accounting program.


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This slide describes the integration of Oracle Projects with Oracle General Ledger for project budgets. The

graphic on the slide depicts the kind of accounting entries created for baseline project budgets in Oracle General

Ledger; budget journal entries for bottom-up budgets and encumbrance journal entries for top-down budgets.

Oracle Projects budget integration enables you to integrate project budgets with non-project budgets.

BottomUp Budget Integration

When enterprises use bottom-up budgeting, they build organizationlevel budgets by consolidating budget

amounts from lower-level sources. When you define budget integration for a project, the project budget can be

consolidated automatically. When you submit a bottom-up integrated budget to create a baseline version,

Oracle Projects validates the submitted budget version, creates a baseline version, generates accounting events,

creates budget journal entries in final mode for the accounting events in Oracle Subledger Accounting, and

validates the budget amounts against an Oracle General Ledger budget. You run the process PRC: Transfer

Journal Entries to GL to transfer budget journal entries from Oracle Subledger Accounting to Oracle General

Ledger.

TopDown Budget Integration

When top-down budgeting is used and encumbrance accounting is enabled, Oracle Projects enables you tointegrate project budgets with funding budgets. When you approve the project cost budgets and create a

baseline, the system generates encumbrance entries to reserve funds in the funding budget for the anticipated

project costs. These reservations ensure that budgeted funds are not consumed before project costs are

incurred. They also give management a more complete picture of each organizationsfinancial position. As

future projects and future purchases are evaluated, management can review the costs of their current

expenditures, the anticipated costs of approved commitments and approved projects, and the funds available

for future use. The reservations ensure that funds will be available when project costs are incurred in Oracle

Purchasing and Oracle Payables.


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Oracle Grants Accounting

This slide describes the integration of Oracle Projects with Oracle Grants Accounting. The graphic on

the slide depicts how you can use awards to fund projects that manage the activities of grant-receivingorganizations.

Oracle Grants Accounting extends the functionality of Oracle Projects to provide an award and project

management solution for grant receiving organizations. Grants Accounting enables you to track multi-funded projects and the required compliance terms and conditions by award.

Oracle Grants Accounting supports the validation of allowable costs and effective dates, as well as

budgetary controls, to ensure compliance. Features that are part of Oracle Grants Accounting include: Multifunded projects

Award management

Funds control by award

Award Status Inquiry Government reporting

Integration with Oracle Financials

Integration with Oracle Labor Distribution Integration with Oracle Grants Proposal


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Oracle Inventory

This slide describes the integration of Oracle Projects with Oracle Inventory. The graphic on the slide

depicts how you can enter issues and receipts for a project in Oracle Inventory to collect and processcosts and then import these costs back into the project as expenditures.

In a non-manufacturing environment, you enter issues and receipts into Oracle Inventory. After you

process costs, these transactions become costed transactions. Next, run the Cost Collector.

You can initiate the Cost Collector from the Project Cost Transfers window in Oracle Inventory to

collect and then transfer costs to Oracle Projects. Next, in Oracle Projects, run the programPRC:Transaction Import to create expenditures in Oracle Projects. If the import program rejects any

transactions, then you can review and correct them using the Review Transactions window. After you

correct the transactions, resubmit the PRC: Transaction Import program. The program imports thetransactions into Oracle Project Costing as accounted and costed. You cannot modify the cost

distribution lines in Oracle Project Costing.


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Oracle Payables (Accrual)

This slide describes the integration of Oracle Projects with Oracle Payables for accrual basis accounting

of supplier costs on a project. The graphic on the slide depicts how you can create the supplier invoices

on a project in Oracle Payables and interface accruals, invoice distributions, and discounts as supplier

costs back to the project as expenditures.When the primary accounting method is accrual basis accounting, you interface perpetual receipt

accruals, invoice variances, invoice distributions, and payment discounts to Oracle Project Costing asactual costs.

Matching InvoicesIf you use Oracle Purchasing and have already associated project-related information to a purchase

order, and you are matching an invoice to a purchase order or receipt using the Invoices windowsinstead of manually creating invoice lines and distributions, Oracle Payables automatically copies the

project information from the purchase order to the invoice. You cannot change the project information

that is copied from the purchase order to the invoice, with the exception of the expenditure item date.

Oracle Payables uses the profileoptionPA: Default Expenditure Item Date for Supplier Cost during the invoice match process to

determine the default expenditure item date for supplier invoice distribution lines. You can override the

default expenditure item date for invoice distribution lines on the Invoice Workbench in OraclePayables.

Entering Invoices

You can enter project-related invoices directly in the Invoices windows in Oracle Payables.

You can enter project-related information at the invoice level, which populates the project relatedinformation at the invoice line level. You can override these default values at the invoice line level. If

you choose not to automatically generate the distributions for an invoice line, you can enter project-

related information in the Distributions window. An invoice can have both project-related and non-project-related distributions.

Importing Invoices

You can import through the Payables Open Interface tables projects-related invoices from the Invoice

Gateway and other systems. For example, import expense report invoices from Oracle InternetExpenses.

You can also import invoices from third party systems if the invoices are accounted.

Tracking CommitmentsYou can track project-related invoices as commitments in Oracle Project Costing before you interface

them as actual costs.

Posting InvoicesIf you use accrual basis accounting, then you must validate the invoice and create Subledger accounting

for it in final mode in Oracle Payables, before you can interface the invoice to Oracle Project Costing.


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Oracle Payables (Cash)

This slide describes the integration of Oracle Projects with Oracle Payables for cash basis accounting of

supplier costs on a project. The graphic on the slide depicts how you can create the supplier invoices on

a project in Oracle Payables, release payment, and interface these supplier costs back to the project as

expenditures.

When the primary accounting method in Oracle Payables is cash basis accounting, you interfacepayments to Oracle Projects as actual costs. You cannot interface costs from Oracle Payables to Oracle

Projects as actual costs until you pay the invoice. After you enter payments for a supplier invoice, you

interface the costs to Oracle Projects as actual costs. You can interface partially paid invoices to OracleProjects.

Entering Invoices

As with accrual basis accounting, you can match invoices to purchasing documents, manually enter asupplier invoice, and import supplier invoices from an external source.

Tracking Commitments

You can track project-related invoices as commitments in Oracle Project Costing.


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Oracle Purchasing

This slide describes the integration of Oracle Projects with Oracle Purchasing and Oracle iProcurement. The

graphic on the slide depicts how you use Oracle iProcurement and Oracle Purchasing to raise requisitions and

purchase orders for a project, calculate the cost, and interface this cost back to Oracle Projects as project

expenditures.

When you enter project-related transactions in Oracle Purchasing and Oracle iProcurement, you only need to

enter project information on the source document -- either the requisition or the purchase order. When you

automatically create purchase orders from requisitions using Oracle Purchasing AutoCreate feature, Oracle

Purchasing automatically copies the project information from the requisition to the purchase order.

Entering Requisitions

You enter project-related purchase requisitions using the Requisitions window in Oracle Purchasing. You can

enter default project information in the Project Information tabbed region of the Requisitions Preferences

window. Oracle Purchasing uses this default information to populate the requisition distribution lines you create

during your current session. The requisitions distribution line has a Project tabbed region for you to enter

project-related information. A requisition can have a combination of project-related and non-project-related

distribution lines. In addition, you can use the Buyer WorkCenter in Oracle Purchasing to review requisitions.

You can also use Oracle iProcurement to enter project-related purchase requisitions. You can enter defaultproject information in the iProcurement Preferences page. Oracle iProcurement saves this default information

and uses it to populate the billing information when you check out.

Using AutoCreateWhen you automatically create purchase orders from project-related requisitions in the AutoCreate Documents

window, Oracle Purchasing copies the project information and the accounting information from the requisition

to the purchase order. You do not need to enter any additional project-related information on your purchase

order when you use this feature.

You can change the project information on the purchase order that was copied from the requisition; the project

information on the requisition is not updated.

Entering Purchase Orders

If your company does not use online requisitions or the AutoCreate feature, you can enter project-relatedinformation directly on your standard purchase orders using the Distributions window for purchase orders in

Oracle Purchasing. When you use this window, you specify project-related information in the Project tabbed

region of the distribution line. The Account Generator automatically creates the account information, based on

the project-related information you enter.

You can also use the Buyer WorkCenter in Oracle Purchasing to enter project-related purchase requisitions. You

can drill down to the details for a distribution line to enter and view project related information for a purchase

order distribution.


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Entering ReleasesYou enter project-related releases against blanket purchase agreements and planned purchase orders using the

Enter Releases window in Oracle Purchasing. When you use this window, you specify if the release distribution

line is project-related. If it is project-related, you continue to enter project information for the line.

Recording Receipts and DeliveryWhen a purchase order shipment is flagged to accrue at receipt and the purchased goods are delivered to an

expense destination, you enter a receiving transaction for the purchase order in Oracle Purchasing and create

Subledger accounting for the receiving transaction in final mode.

If you do not create the subledger accounting in final mode, you may encounter issues if you make adjustments

to the transactions.

Next, you interface receipt accruals to Oracle Projects as actual transactions. This feature enables you to

recognize the cost to your project in the period in which it is incurred rather than in the period in which it is

invoiced.


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You perform the following steps to set up your Oracle Applications ledger and assign it to a responsibility:

Define a chart of accounts

Define an accounting calendar

Enable currencies

Define a subledger accounting method

Define a ledger

Assign ledger to a responsibility using the GL: Ledger Name profile option

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A chart of accounts enables you to define the account structure for your organization that consists of thenumber of account segments, their length, name, and order.--------------------------------------------------------------------------------------------------------------------------------------


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Defining Organizations

Organization Classifications and Oracle Projects

To control how an organization is used in Oracle Projects, you enable one or more of the following Organization

Classifications.

Business Group

A business group is the largest organizational unit you can define to represent your enterprise.

A business group may correspond to a company or corporation, or in large enterprises, to a holding or parent

company or corporation.

Operating Unit

An operating unit is used to partition data for a subledger product. Organization classifications involving

financial transactions (such as expenditure/event organizations and project invoice collection organizations) are

always associated with operating units. Accounting combinations involved in project transactions depend on the

current Operating Unit, which in turn is associated with a specific ledger.HR Organization

Any organization that has the HR Organization classification enabled can have employees assigned to it.

Project/Task Owning Organization

Project/Task Owning Organizations can own projects and/or tasks in the operating unit. To own projects and

tasks in an operating unit, an organization must have the following characteristics:

The Project/Task Owning Organization Classification must be enabled.

The organization must belong to the Project/Task Owning Organization Hierarchy Branch assigned to the

operating unit.


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You may use the Additional Information section to restrict the project classes (indirect, capital, contract) of the

projects that an organization may own.

Project Expenditure/ Event Organization

To enable an organization to own project events, incur expenditures, and hold budgets for projects, you must

perform the following tasks when you define the organization:

Enable the Project Expenditure/Event organization classification

If you have installed Oracle Project Resource Management or Oracle Project Management, define a default

operating unit for the organization in the Additional Organization Information section.

In addition, if this organization supports schedulable resources, you must perform the following:

Select Related Organizations in the Additional Organization Information section

Enter the default operating unit for the organization

Note: You can also define a default operating unit for the organization classification HR Organization by

selecting Related Organizations in the Additional Organization Information section. However, if you are using

the operating unit for Oracle Projects, you must enable the Project Expenditure/Event Organization

classification.

Project Invoice Collection OrganizationIf your business decentralizes its invoice collection within an operating unit, you must enable the Project Invoice

Collection Organizations classification for each organization in which you want to process invoices.

If your business decentralizes invoice collection, you must run the IMP: Create Invoice Organization TransactionTypes process before you can successfully run the Interface Invoices to Oracle Receivables process. The IMP:

Create Invoice Organization Transaction Types process creates a transaction type for each of the Project Invoice

Collection Organizations that has the following characteristics:

The organization has the Project Invoice Collection Organization classification enabled.

The organization belongs to the Project/Task Owning OrganizationHierarchy Branch assigned to the operating

unit.


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Organizations and Oracle Projects

Multiple Organization Installation

Multiple Organization Installation


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Multiple Organization Access Control


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System Implementation Options


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Project Setup Implementation Options

Project Numbering Method and TypeSpecify either automatic or manual numbering:

If you want Oracle Projects to number each project automatically upon creation, then specify a starting

project number. Automatic project numbers are numeric; they do not contain letters or special characters

and are sequentially numbered. If you want to choose your own project numbers, select the manual project numbering method. Manual

project numbers can be either alphanumeric or numeric.

In a multiple organization installation of Oracle Projects, project numbers (including project templatenumbers) are unique across operating units. When automatic project numbering is used, if a value is

entered for next project number, the same number will be shown for all operating units that also use the

automatic project numbering method.

Project/Task Owning Organization Hierarchy

To own projects and/or tasks in the operating unit, an organization must have all of the followingcharacteristics:

Theorganization must belong to the project/task organization hierarchy assigned to the operating unit.

The organization must have the project/task owning organization classification enabled.

The organization must be permitted to use the project type class (indirect, contract, and/or capital) tocreate projects. This permission is determined when you define the organization.

The organization must be active as of the system date.


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Staffing Implementation Options

Expenditures/Costing Implementation Options


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Expenditures/Costing Implementation Options

Expenditure Cycle Start Day

You specify an Expenditure Cycle Start Day to indicate the day your sevenday expenditure weekbegins. For example, if you specify Monday as the expenditure cycle start day, the week ending date on

all expenditures, including timecards and expense reports, is the following Sunday.

Enable Overtime CalculationSpecify whether you want to use the Overtime Calculation program to calculate and charge overtime

hours automatically. You may need to customize the Overtime Calculation program if your business

wants to use automatic overtime calculation.

Import Contingent Worker Timecards with Purchase Order IntegrationEnable this option if you want to import contingent worker labor costs from timecards. When you select

this option, contingent workers can select a purchase order during timecard entry.This allows the labor costs to be imported from the timecard, and prevents the interface of labor costs to

Oracle Projects from supplier invoices that are associated with the purchase order.

Default Supplier Cost Credit Account

When you define a default supplier cost credit account, Oracle Projects credits the specified accountafter adjusting supplier cost and expense report expenditure items in Oracle Projects.

Interface Cost to GL

If you want to interface cost to Oracle General Ledger, you must enable the system options for

employee labor, contingent worker labor, and usage costs interface. If you do not enable the interfacecost options, Oracle Projects does not generate cost accounting events for the respective type of costs.

Therefore you cannot create cost accounting in Oracle Subledger Accounting and transfer the

accounting entries to Oracle General Ledger.

Expenditure/Event Organization HierarchyTo incur expenditures, own events, or be assigned to a resource list, an organization must have the

following characteristics:

The organization must be in the expenditure/event organization hierarchy assigned to the operatingunit.

The organization must have the project expenditure/event organization classification enabled.

The organization must be active as of the system date.


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Billing Implementation Options

Interface Revenue to GLIf you want to interface revenue to Oracle General Ledger, you need to enable the system option for

revenue interface. When you enable the interface revenue option, Oracle Projects generates revenue

accounting events and creates accounting for the accounting events in Oracle Subledger Accounting.

Oracle Subledger Accounting is an intermediate step in the revenue accounting flow between OracleProjects and Oracle General Ledger. Oracle Subledger Accounting transfers the accounting entries to

Oracle General Ledger. If you disable the check box, Oracle Projects does not generate revenue

accounting events and hence you cannot create accounting and transfer revenue to Oracle GeneralLedger.

Invoice Numbering Method

You specify whether you want Oracle Projects to number invoices automatically, or whether you plan toenter invoice numbers manually.

Invoice Numbering Type

If you select Manual invoice numbering, you indicate whether you will use alphanumeric or numeric

invoice numbers. If you select Automatic invoice numbering, Oracle Projects uses numericnumbering. You will have to

specify a starting invoice number. In a multiple organization installation, invoice numbers are unique

within an operating unit, not across operating units (unlike project numbers). If automatic invoicenumbering method is selected, the next invoice

number is operating unitspecific.

Centralized Invoice Processing

By default, the Centralized Invoice Processing check box is enabled. If you want all of theproject invoices for the operating unit to be processed using the Oracle Projects seeded

transaction types in Oracle Receivables, leave the Centralized Invoice Processing check box

enabled. With decentralized invoicing, you allow organizations to process their own invoicecollections.

Invoice Batch SourceYou need to specify an invoice batch source in Oracle Projects before you can interface

invoices to Oracle Receivables.Customer RelationshipsSpecify a value for the Customer Relationships field. The default value is No. You can change

the option any time, but the change impacts only future customers and invoices. Yes: You can choose a Bill To and Ship To customer based on the project customer or a

related customer defined in Oracle Receivables.

No: You can choose a Bill to and Ship to customer of the project customer only.

All: You can choose a Bill To and Ship To customer from any customer defined in OracleReceivables.

Sales Credit Type


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You use the Sales Credit Type to interface sales credit information to Oracle Receivables for

project invoices. Select the Sales Credit Type to specify the type of credit you want to allocateto salespersons in Oracle Receivables for project invoices. If there is no credit receiver defined

at the project level and Allow Sales Credit is enabled for the Invoice Batch Source, your

project invoices will interface to receivables with the selected Sales Credit Type with the

project manager as the default credit receiver.

Enable Multi Currency BillingEnable this option to enter agreements, rate schedules, and add billing assignments to the

project type in any currency.

Require Rate and Discount ReasonEnable this option to require a reason for a rate or discount overrides to the bill rate schedules.

Allow Bill Rate OverrideEnable this option if you want to be able to override bill rates for all the projects in the

operating unit.

Allow Bill Rate Discount Override

Enable this option if you want to be able to override the bill rate discount for all the projects in theoperating unit.


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Features of Project Management

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