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Oracle Projects Training
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Agenda
Project Costing
Project Resource anagement
Project !illing Project anagement
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Projects
A "roject is a "rimary unit of #or$ that can %e%ro$en do#n into one or more tas$s&
Task 2.1 Task 2.2
Task 2
Task 1.1 Task 1.2
Task 1
Project
Task 2.2.2Task 2.2.1Task 1.1.1
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Overview of Oracle Projects
OracleProjects
Track variouscosts related toproject, trackprofitability
Create Budgetsand maintainfinancial control
Track ProjectSchedule, monitorprogress, issuesand managechanges
Report status !inancial "#ctual vsbudgets, schedule$,schedule and others
Create resourcere%uirements for
the project and staffthem
Structure the project bybreaking it do&n totasks to effectively trackthe &ork to beaccomplished
'enerate invoicesto clients
#ccrue revenueon project basedbusinesses
Collaborate project data across the project team seamlessly
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Overview of Oracle Projects
Oracle Projects has many features that address common %usinessneeds'
Project(trac$ing tools
Cost collection and calculation ca"a%ilities
Allocations and allocation sets features
Project asset creation functions
)le*i%le re+enue accrual and in+oicing functions
Online re"orting and hard(co"y re"orting
)ull adjustment ca"a%ilities
ulti(national, multi(organi-ation features
Oracle and non(Oracle a""lications integration
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Overview of Oracle Projects
()P
)nventory
Personnel
*
*
#ccounts Payable
*
+)S)O CORPOR#T)O
'-
*
*
#ccounts Receivable
Organi.ation/ 0mployees
Project1anagement
2 Schedule2 Progress
2 )ssues2 Changes
03penditures1fg Costs
Projects
Budgets
Costing
ProjectResource
1anagement
Revenue#ccrual
Project Collaboration
)nvoicing
03penseReports
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Oracle Project Costing
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Topics
Oracle Project Costing overview
.etu"
/*"enditures
Costing
Auto Accounting
AP(PO(PA Integration Project .tatus Inuiry
Ca"itali-ation
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Business Process
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Oracle Projects Key Setups
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Oracle Projects Setup
Organi-ation Classi1cations
Project /*"enditure5/+ent O#ning organi-ation Project Tas$ o#ning organi-ation Project In+oice Collection Organi-ation
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Oracle Projects Setup
Organi-ation Classi1cations
Project /*"enditure5/+ent O#ning organi-ation
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Oracle Projects Setup
Organi-ation Classi1cations
Project Tas$ o#ning organi-ation
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Oracle Projects Setup
Organi-ation 6ierarchy
Project5Tas$ o#ning org hierarchy /*"5/+ent org hierarchy
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Oracle Projects Setup
Project .etu"
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Oracle Projects Setup
.ta7ng .etu"
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Oracle Projects Setup
/*"enditure5Costing .etu"
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Oracle Projects Setup
!illing .etu"
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Oracle Projects Setup
PA Periods'
8e1ne PA Periods co"y from :L, deri+ed from im"lementation o"tions;
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Oracle Projects Setup
Calendars < .hifts'
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Oracle Projects Setup
Classi1cations= Class Categories and Class Codes
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Oracle Projects Setup
.tatuses
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Projects
Project classes are "rede1ned, %ut "roject ty"es are im"lementation(de1ned&
Project Classes ProjectTypes
n!irect
Capital
Contract"Project Billing Only#
Bi! an! Proposal
Over$ea!
Pro!uct %evelop&ent
Ti&e an! 'aterials
Cost Plus
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Projects Types
The "roject ty"e determines ho# Oracle Projects "rocesses costs
e*"enditure items; for a "roject and "ro+ides defaults and controls for"roject entry and "rocessing
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Projects Types
.etu"
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Projects Types
.etu"
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Structures
>or$ !rea$do#n .tructure =6ierarchical %rea$u" of the "roject
acti+ities into managea%le units )inancial >!. =To aggregate costs and manage %illing at the tas$ le+el >or$"lan =8etailed >!. to trac$ tas$ schedules
Tas$s =To" Tas$s, .ummary Tas$s and Lo#est Tas$s acti+ities;
!ene1ts in Oracle Projects =!udgets at tas$ le+el, costing can %e controlled,controlled %illing, summari-ation of costs, schedule trac$ing
Source4 Oracle Project !oundation 5ser 'uide
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Structures
.tructures
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Structures
Tas$ 8etails5Attri%utes )inancial .tructure;
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Projects Te&plates
Project Tem"late'8e1nes the %asic characteristics of the "roject, and
consists of' !asic "roject information
>or$ %rea$do#n structure >!.;
Agreement and funding o"tional;
Project and tas$ o"tions, including $ey mem%ers, classi1cations,Transaction controls, and any other "roject and tas$ o"tions
!udgets o"tional; ?uic$ /ntry 1elds #hich s"ecify 1elds to enter for the ne# "roject #hen
creating it from a tem"late
Project O"tion controls #hich list the "roject o"tions to dis"lay for ne#"rojects created from a tem"late
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Projects Te&plates
Project Tem"late .creenshot:
Project Options
"Project6TemplateSpecific Setups$
Project #ttributes
Copied from
Project Type
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Projects Te&plates
.etu" ?uic$ /ntry:
When a Project is created
using the template, Quick
Entry Fields are displayed
to be entered by the user
(Mandatory or ptional!
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Projects Te&plates
Project Tem"late .creenshot:
Project Options
"Project6TemplateSpecific Setups$
Project #ttributes
Copied from
Project Type
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Projects Creation
Project Creation .creenshot:
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Projects Creation
Project and Tas$ O"tions
Project Options
"Project6Template
Specific Setups$
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Topics
Oracle Project Costing o+er+ie#
Setup
/*"enditures
Costing
!urdening
Auto Accounting Allocations
AP(PO(PA Integration
Project .tatus Inuiry
Ca"itali-ation
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Setup ()pen!iture Types
/*"enditure ty"es
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Setup *on+,a-or esources
@on(la%or Resources'
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Setup ate Sc$e!ules
Rate .chedules'
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Topics
Oracle Project Costing o+er+ie#
.etu" ()pen!itures
Costing
Auto Accounting
AP(PO(PA Integration
Project .tatus Inuiry
Ca"itali-ation
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()pen!itures
/*"enditure' :rou" of transactions incurred %y an em"loyee or
an organi-ation for an e*"enditure "eriod Actual Cost = To record actual #or$ "erformed or cost incurred& /g'Timecards, /*"ense Re"orts
Commitments = )uture committed costs you e*"ect to incur& /g' PO,Reuisition
/*"enditure items in Oracle Projects to record actual #or$"erformed or costs incurred against a "roject can %e of follo#ingty"es'(
/nter "re(a""ro+ed e*"enditure %atches&
4"load "re(a""ro+ed e*"enditure %atches from icrosoft /*cel& /nter e*"enditures in other Oracle A""lications, such as Oracle
Paya%les and Oracle In+entory, and im"ort them into OracleProjects&
Im"ort transactions from e*ternal sources&
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()pen!iture (ntry
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()pen!iture (ntry
Entering E"penditure #tems $or a %imecard
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()pen!iture (ntry
Entering E"penditure #tems $or a %imecard
Su-&itting an! eleasing t$e ()pen!iture
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Su-&itting an! eleasing t$e ()pen!itureBatc$
&ubmitting a 'atch
eleasing a 'atch
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()pen!iture n/uiry
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Topics
Oracle Project Costing o+er+ie#
.etu" /*"enditures
Costing
Auto Accounting
AP(PO(PA Integration
Project .tatus Inuiry
Ca"itali-ation
i
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Costing
Costing' Costing is the
"rocessing of e*"enditures tocalculate their cost to each"roject and determine the :Laccounts to #hich the costs #ill%e "osted&
The Costing "rocess includesthe follo#ing ste"s'
&Calculate ra# cost ?uantity BRate;
2&Calculate %urdened cost
&Perform accounting 8etermine account num%ers to
"ost to in Oracle :eneral Ledger
Create cost distri%ution lines
.O4RC/ ' Oracle "rojectCosting 4ser :uide
C i
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Costing
La%or Costs' La%or costs are calculated using the uantity and rate
Ra# Cost D 6ours >or$edECost Rate Cost Rate is deri+ed from Organi-ation La%or Costing Rules or
em"loyee rate o+errides
/*"enses and 4sages' Oracle Projects calculates the cost for
e*"ense re"orts, usages, and miscellaneous transactions as follo#s' Ra# Cost D ?uantity if in Currency, for e*am"le, Currency Amount;
Ra# Cost D ?uantity E Cost Rate if uantity is not in Currency;
Cost rates %y e*"enditure ty"e, or
Cost rates %y non=la%or resource and o#ning organi-ation for usages o"tional;o+errides e*"enditure ty"e cost rate
Cost !urdening' !urden Cost D Ra# Cost E !urden ulti"lier
!urdened Cost D Ra# Cost F !urden Cost
C ti
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Costing
Costing Processes
PRC' 8istri%ute La%or Costs
PRC' 8istri%ute 4sages and iscellaneous costs
PRC' 8istri%ute /*"ense Re"ort Costs
PRC' Interface .u""lier Costs
PRC' Interface /*"ense Re"orts from Paya%les
PRC' Interface /*"ense Re"orts to Paya%les
PRC' Interface La%or Costs to :eneral Ledger
PRC' Interface 4sage and iscellaneous Costs to :eneral Ledger
PRC' Interface iscellaneous In+entory Costs from Oracle In+entory .et;
T i
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Topics
Oracle Project Costing o+er+ie#
.etu" /*"enditures
Costing
0uto 0ccounting
Allocations
AP(PO(PA Integration
Project .tatus Inuiry
Ca"itali-ation
0 t 0 ti
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0uto0ccounting
4se AutoAccounting to s"ecify ho# to determine the correct general
ledger account for each transaction /*am"les of accounting "ractices you can im"lement using
AutoAccounting include'
Charge central headquarters with all advertising costs regardless ofwhich region those advertisements benet.
Credit payroll costs to the payroll liability account belonging to the
division for which an employee works. Assign revenue from subcontractors to the company and cost center
managing the project.
>hen you im"lement AutoAccounting, you de1ne the rules andcircumstances that determine #hich general ledger accounts OracleProjects uses
Oracle Projects then uses the rules #hen "erforming accountingtransactions
0 t 0 ti
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0uto0ccounting
AutoAccounting Rule' /ach
AutoAccounting rule you de1nesu""lies one Accounting )le*1eldsegment +alue& Thus, you need tos"ecify one AutoAccounting rulefor each segment in yourAccounting )le*1eld for each
transactionTo de1ne an AutoAccounting rule,
you 1rst s"ecify an intermediate+alue an Gin"utG for the rule;&3ou can dra# an intermediate+alue from one of three
intermediate +alue sources' Constant
Parameter
.?L .elect .tatement.O4RC/ ' Oracle ProjectHs
4ser :uide
0 t 0 ti
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0uto0ccounting
Assign AutoAccounting Rules >indo#' 4se this #indo# to assign an
AutoAccounting rule to each segment of your Accounting )le*1eld forthe AutoAccounting transactions you #ant to use&
o /*am"le' Accounting for La%or Costs
La%or Cost Account )unction' >hen you run the PRC' 8istri%ute La%or Costs"rocess, Oracle Projects calculates la%or cost amounts %ased u"on em"loyee
la%or cost rates& After calculating la%or costs, Oracle Projects uses the La%or
Cost Account transactions to de%it an e*"ense account for ra# la%or costs&
/na%le the Pri+ate !illa%le La%or Transaction and Assign Rules'
Function ame! La%or Cost Account, "ransaction ame! Pri+ate, !illa%le La%or
Number Segment Name Rule Name
7 Company 0mployee Company
8 Cost Center 0mployee Cost Center
9 #ccount Private, Billable -abor
0uto 0ccounting Setup 0ssigning ules
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0uto 0ccounting Setup 0ssigning ules
0uto0ccounting ule %enition
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0uto0ccounting ule %enition
0uto0ccounting ,ookup Set
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0uto0ccounting ,ookup Set
The alues ofthe .egment
corres"ondingto the
Intermediatealues
Topics
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Topics
Oracle Project Costing o+er+ie#
.etu" /*"enditures
Costing
Auto Accounting
0P+PO+P0 ntegration
Project .tatus Inuiry
Ca"itali-ation
0P PO P0 ntegration
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0P+PO+P0 ntegration
/*"ense Re"orts integration #ith AP
To im"ort an e*"ense re"ort entered in "aya%les to "rojects run the "rocess JInterface
/*"ense Re"orts )rom Paya%lesH
Enter E"pense
(eports in
Projects
)ie*
E"pense
(eports in
Payables
+istribute
E"pense (eport
osts
#mport
Payables
#n-oices
(un the process:
#nter$ace
E"pense (eports
To payables
%ie back e"pense
reports to Projects
()a&ple Supplier nvoices for Projects
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()a&ple Supplier nvoices for Projects
0P PO P0 ntegration
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0P+PO+P0 ntegration
.uto
,reate
Matching
#nter$ace#n-oices$romPayablestoProjects
(e/uisitions
Purchaserders
#n-oices
E"penditures
racleProjects
raclePayables
#nter$ace(eceipts$rom
Purchsing
to Projects
(eceipt
Entry(ecei-ing
%ransactions
raclePurchasing
0P+PO+P0 ntegration
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0P+PO+P0 ntegration
AP(PO(PA Integration' Oracle Projects fully integrates #ith Oracle
Purchasing and Oracle Paya%les and allo#s you to enter "roject=related reuisitions, "urchase orders, and su""lier in+oices using
those "roducts
0 >hen you enter "roject=related transactions in Oracle Purchasing and
Oracle Paya%les, you enter "roject information on your source document
0 Oracle Purchasing and Oracle Paya%les use the Account :enerator to
determine the account num%er for each "roject=related distri%ution line
%ased on the "roject information that you enter
To interface su""lier related costs from "urchase recei"ts and
su""lier in+oices, run the Concurrent Process' PRC' Interface
.u""lier Costs& .et one of the follo#ing "arameters'
Project elate! Purc$ase Or!ers
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Project elate! Purc$ase Or!ers
/nter Project 8etails in the Project ta% of the 8istri%ution .egment of the PO&
Co&&it&ents n Projects
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Co&&it&ents n Projects
Run the PRC' 4"date Project .ummary Amounts and see the commitments
reKected through the re"orts&
COIT/@T.
Topics
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Topics
Oracle Project Costing o+er+ie#
.etu" /*"enditures
Costing
Auto Accounting
AP(PO(PA Integration
Project Status n/uiry
Ca"itali-ation
Project Status n/uiry
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Project Status n/uiry
Project .tatus Inuiry' >ith Project .tatus Inuiry P.I;, you can re+ie#
the current status of your "rojects and then drill do#n for more
detailed re+ie# of a "roject and its tas$s
Project .ummary Amounts To facilitate fast and easy status re"orting
and inuiries, Oracle Projects maintains +arious le+els of "roject
summary amounts for cost, commitment, re+enue, and %udget
amounts %y "roject, tas$, and resource& Oracle Projects maintains to=
date amounts as follo#s'
Period=to=8ate Amounts PT8;
Prior Period Amounts PP;
3ear=to=8ate Amounts 3T8;
Project or Ince"tion=to=8ate Amounts IT8;
Project Status n/uiry
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Project Status n/uiry
Run the PRC' 4"date Project .ummary Amounts "rocess for your
"rojects& The Project .tatus #indo# uses the data that is summari-ed%y this "rocess&
3ou can u"date "roject summary amounts anytime after you
distri%ute costs, inde"endent of #hen you interface costs and
re+enue to Oracle :eneral Ledger& This allo#s you to ha+e u"=to=
date information for "roject status re"orting, inde"endent of the
accounting Ko#&
Current Re"orting Period' The current re"orting "eriod de1nes the
"eriod through #hich the amounts are summari-ed for all "rojects in
your system& A common re"orting "eriod facilitates cross="roject
re"orting
Project Status n/uiry Screen S$ots
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Project Status n/uiry Screen S$ots
Project Status n/uiry Screen S$ots
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Project Status n/uiry Screen S$ots
PS %rill !own to 0ctual transactions
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PS %rill !own to 0ctual transactions
Topics
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Topics
Oracle Project Costing o+er+ie#
.etu" /*"enditures
Costing
Allocations
AP(PO(PA Integration
Project .tatus Inuiry
Capitali3ation
0sset Capitalisation
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0sset Capitalisation
4sing ca"ital "rojects, #e can de1ne ca"ital assets and ca"ture
construction(in("rocess CIP; and e*"ense costs for assets #e are
creating& >hen the asset is to %e "laced in ser+ice, #e can generate asset
lines from the CIP costs and send the lines to Oracle Assets for
"osting as 1*ed assets&
>e can also de1ne retirement adjustment assets and ca"ture cost
of remo+al and "roceeds of sale amounts collecti+ely referred toas retirement costs, retirement, #or$(in("rocess, or R>IP; for
assets #e are retiring that are "art of a grou" asset in Oracle
Assets&
On com"letion of retirement acti+ities, #e can generate asset lines
for the R>IP amounts and send the lines to Oracle Assets for"osting as adjustments to the accumulated de"reciation accounts
for the grou" asset that corres"onds to each asset&
%ene a Capital Project
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%ene a Capital Project
%ene a Capital Project
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%ene a Capital Project
To 8e1ne Assets'
.elect Asset information and /*"and
.elect Assets and Clic$ details
/nter the follo#ing Information'
0 Asset @ame, 8escri"tion, Category, !oo$
%ene a Capital Project
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p j
@a+igate to the Tas$ #indo# for Tas$&
Clic$ the O"tionsG %utton'
Clic$ on Asset AssignmentG %utton
Assign the assets to the Tas$'
0 ."eci1c5Common
0 Tas$
0 Asset num%er
Asset name
Process 4low for Capital Projects
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p j
>e can enter e*"enditure items for CIP and R>IP amounts directly to ca"ital"rojects from #ithin Oracle Projects& >e also can collect su""lier in+oice costs
for the ca"ital "rojects from Oracle Paya%les& >hen #e are ready to "lace a CIPasset in ser+ice, #e can send the associated CIP asset lines to Oracle Assets to%ecome 1*ed assets
.O4RC/ ' Oracle ProjectHs4ser :uide
Collect Costs for Capital Projects
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Collect Costs from +arious transaction sources +i-& PO, AP,In+entory, Timecards, Pre(A""ro+ed !atches etc& and generate
accounting Run the reuest JPRC' 4"date Project .ummary Amounts for a
.ingle ProjectH for the "roject
@a+igate to /*"enditures /*"enditure Inuiry Project tore+ie# the e*"enditures and there sources
p j
5enerate 0sset ,ines an! Place 0ssets inService
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Service
@a+igate to Ca"ital Projects
/nter your Project @um%er and clic$ 1nd %utton Clic$ the Assets %utton&
Ta% to Actual +ate in &er-ice $ield and enter the actual date in *hich theasset *as placed in ser-ice
5enerate 0sset ,ines an! Place 0ssets inService
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Service
Ta% to Actual 8ate in .er+ice 1eldand enter the actual date in #hichthe asset #as "laced in ser+ice
.a+e your #or$ and close the Asset#indo#&
Clic$ the J:enerateH %utton togenerate Asset Lines
/nter the date in the JIn .er+ice8ate ThroughH )ield& a$e surethat the PA through date is the lastdate of the PA "eriod for #hich theasset is %eing created& 8o not
forget to select the IncludeCommon Tas$s chec$%o* to includeyour common costs& Clic$ OM
.end the asset lines to oracle assets %y running the "rogramJPRC' Interface Assets to Oracle AssetsH
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Oracle Project Resourceanagement
Topics+ Project esource 'anage&ent
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p j g
Oracle Project esource 'anage&ent overview
.etu" Reuirements
Assignment
Candidate anagement
Team .chedule
O+er commitments
Oracle Project esource 'anage&ent
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Project Resource anagement' Pro+ides you the tools to
manage your "roject resource needs and organi-ation utili-ation, %ylocating and de"loying uali1ed and a+aila%le resources to your
"rojects across your enter"rise& )eatures include'
8e1ning resource reuirements for a "roject
.earching for'
?uali1ed resources to match reuirements Reuirements for #hich resources may nominate themsel+es
Trac$ing candidates for reuirements
Automatically "rocessing a""ro+als
anaging team schedules of the "roject team, including timeline +ie#s
Performing analysis and 1nancial forecasts on the "rojects
Business Process
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:Source 4 Oracle user 'uide
6ser oles
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Project anager = Initiates creation of "roject and reuirements&
Can also search for candidates and create "ro+isional assignments
.ta7ng anager = )ills the su""ly side of the tas$ Ko#s, manages
schedules and utili-ation of resources& Can search and nominate
for reuirements
Resource anager = Con1rm or deny the resource assignments,manage the schedules and utili-ation of direct re"orts
Team em%er = Project resources, can +ie# their schedule of
"roject assignments, also search for reuirements and nominate
themsel+es
!usiness anager = Access 1nancial forecasts for a single "roject,
a grou" of "rojects, or an organi-ation
Topics+ Project esource 'anage&ent
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Oracle Project Resource anagement o+er+ie#
Setup Reuirements
Assignment
Candidate anagement
Team .chedule
O+er commitments
Setup
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8e1ne Organi-ations = 8efault O4, 6R Org, Project /*"5/+ent,
Project Tas$ o#ning org
Organi-ation 6ierarchies
No%s and No% a""ing'
8e1ne No% :rou"s
8e1ne No%s in each No% :rou"
8e1ne No% Le+els = Loo$u" form
No% a""ing = a" jo%s in dierent jo% grou"s
8e1ning Resources
/m"loyees = 6R /m"loyees form
Primary Assignment
Locations
Setup
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Com"etencies
Com"etence .tructure
Rating .cales
8e1ne Com"etencies
Assign Com"etencies = No%s, Roles
Roles
8e1ne Roles and Role controls
Role Lists
Acuire Resources from 6R. PRC' aintain Project Resources = Co"ies Resources from 6R. to
Projects
Setup
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Other Pro1le o"tions
PA' Project Resource No% :rou" set the jo% grou" #hich #ould%e used;
PA' 8efault Calendar
PA' :lo%al >ee$ .tart 8ay
PA' A+aila%ility5O+er commitment Calculation "eriod
PA' Percentage of ResourceHs ca"acity
PA' A+aila%ility 8uration
PA' O+ercommitment Percentage
Ad+ertisement Rules, Team Tem"lates
Security in Oracle Projects
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Res"onsi%ility %ased security ( 4sers ha+e +ie# access for all the
"rojects #ithin the O"erating unit attached to the res"onsi%ility /*am"le' Project .u"er 4ser res"onsi%ility, Project anager Res"onsi%ility,
Team em%er Res"onsi%ility PA' :lo%al >ee$ .tart 8ay
Role %ased security ( Controls user access %ased u"on the role the
user is currently "laying on a "roject /*am"le' 3ou could "lay a role of a Project Lead for months, and later as
.enior Consultant for months on the "roject& The function access for these
2 roles may %e dierent& If role %ased security is ena%led, you #ould get
dierent access for these time "eriods as "er the role;& 3ou could ho#e+er
%e using the same JTeam em%er Res"onsi%ilityH during the entire "eriod
Organi-ational .ecurity = /na%les you to s"ecify the authority for a
resource at an organi-ational le+el
Organi3ation Security
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Organi-ational Authority ena%les you to s"ecify the authority for a
resource at an organi-ational le+el
Project Authority = Allo#s you to "erform sta7ng functions on any "roject in
the organi-ation
Resource Authority = Pro+ides you authority o+er resources of a s"eci1corgani-ation you can con1rm assignments for these resources;
4tili-ation Authority = /na%les you to calculate and +ie# utili-ation for the
organi-ation
)orecast Authority= /na%led you to generate and +ie# forecast information
for "rojects in the s"eci1ed org
Project oles
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Project Team' A collection of "eo"le #ith dierent roles on a "roject
.cheduled team mem%ers' .cheduled team mem%ers are those "eo"le for#hom you #ant to trac$ the hours, utili-ation, and 1nancial im"act costs,
re+enue, and margin;& 3our scheduled team mem%ers for a "roject are also
referred to as the deli+ery team
@on(scheduled team mem%ers' @on=scheduled team mem%ers of a "roject
com"rise the e*tended team& These team mem%ers are distinguished from
the deli+ery team %ecause their time is not s"eci1cally trac$ed .u%teams'.u%teams ena%le you to classify your "eo"le on your "roject into
logical grou"s&
Team Role' A "roject reuirement or an assignment& 4ses Role as a
tem"late& Attri%utes are defaulted from the Role, can %e modi1ed
Sc$e!ule! People
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Topics+ Project esource 'anage&ent
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Oracle Project Resource anagement o+er+ie#
.etu" e/uire&ents
Assignment
Candidate anagement
Team .chedule
O+er commitments
e/uire&ents Overview
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Project Reuirements = Resources that are reuired to com"lete the
"roject& Ty"ically reuirements are created for s"eci1c roles& /g' 8!As,
)unctional Consultants
Reuirements can ha+e .ystem statuses O"en, Cancelled, )illed
Add Reuirements = .ingle, ulti"le
A""ly Team Tem"late ( A team tem"late is a "rede1ned set of
reuirements that you can a""ly to your "roject& A %ene1t of the team
tem"late is that you a+oid the re"etiti+e creation of the same
reuirements on common "roject teams&
Reuirements 8etails
!asic Information
.chedule = 8ates, >or$ "attern Com"etencies = 8efaults from Role
Ad+ertisements
Candidates
)inancial Information
0!!ing e/uire&ent
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e/uire&ents 0!vertise&ent ules
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Ad+ertisement Rules = Control the +isi%ility of a reuirement, %oth
inside and outside an organi-ation
Actions = Pu%lish to All, Pu%lish to Project Authority, Pu%lish to
Organi-ations, /scalate to @e*t Le+el, .end /mail, .end
@oti1cation to Person, .end @oti1cation to Project Role, 4"date
.ta7ng Priority
Actions e*ecution conditions can %e %ased on
@um%er of days since the ad+ rule #as initiated
@o of days remaining until the start of the reuirement
Com%ination of a%o+e t#o
Perform Action Rules = Concurrent Process
ie# Audits of an ad+ertisement rule
0!vertise&ent ules
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0!vertise&ent ules + 0ctions
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4illing e/uire&ents
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)illing Reuirements
8irectly identifying a $no#n resource = Pro+isional assignments
.earching the resource re"ository to 1ne suita%le resources
If you ha+e resource authority o+er the resource you ha+e
"ro+isionally assigned, it gets con1rmed automatically&
Other#ise, it #ill go through an a""ro+al "rocess
Topics+ Project esource 'anage&ent
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Oracle Project Resource anagement o+er+ie#
.etu" Reuirements
0ssign&ent
Candidate anagement
Team .chedule
O+er commitments
0ssign&ents
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Project Assignment is a 1lled #or$ "osition for a s"eci1c resource
for a designated "eriod of time& >hen a reuirement is 1lled, an
assignment is created
Assignment Life Cycle = Pro+isional, Con1rmed, Cancelled
Calendar O"tions = Project Calendar, Resource Calendar or other
Assignment A""ro+al If #or$Ko# is ena%led, the #or$Ko# automatically for#ards to the
a""ro+er
Resources are chec$ed for "otential or e*isting conKicts& If yes, the
assignment reuest is su%mitted #ith conKict
Primary Contact = )irst A""ro+er Resource anager = .econd A""ro+er
0!! 0ssign&ents
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0ssign&ent Su-&it for 0pproval
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Topics+ Project esource 'anage&ent
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Oracle Project Resource anagement o+er+ie#
.etu" Reuirements
Assignment
Can!i!ate 'anage&ent
Team .chedule
O+er commitments
Can!i!ate 'anage&ent
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Candidate Lifecycle'The candidate life cycle %egins #ith the search
for candidates for o"en reuirements& Candidates are nominated for
reuirements, their uali1cations and com"etencies re+ie#ed, and
1nally selected and assigned&
Resource .earch = Performed to 1ll a resource reuirement
.earch Criteria
Organi-ational 6ierarchy, .tarting Org inimum A+aila%ility Percentage= Re"resents each day a resource has
a+aila%ility from sys date
O"tional .earch criteria
Include Pro+isional assignments
in and a* No% Le+els
Com"etencies = andatory are searched, o"tional ones are dis"layed in
*5y format e&g& Q5;
Location
esource Searc$
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Can!i!ate 'anage&ent
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A+aila%ility Percentages = Percentages used during search, de"ending
on the conte*t
A+aila%ility atch Percentage4sed during Reuirement searches;
AP D C6 = A6; 5 R6 E 00
A+aila%ility Percentage 4sed during general candidate search;
AP D C6 = A6;5C6 E 00
!oth the a%o+e Percentages could %e de1niti+e or "otentialA6 = A+aila%le 6ours, C6 = Ca"acity 6ours, R6 = Reuirement 6ours
A+aila%ility .etu"
A+aila%ility Calculation "eriod daily or #ee$ly; = !ased on the #or$
"attern, the a+aila%ility may dier if the calculation is daily or
#ee$ly& /&g& QE0 D Q0 6ours, SEDQ0 6ours& If it is #ee$ly, then
a+aila%ility is J0H& If it is daily, then day is a+aila%le
Can!i!ate Scoring
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Candidate .core >eightings = /na%le you to de1ne the le+el of
im"ortance of the a+aila%ility, com"etencies and jo% le+el #hen
matched to reuirements
.coring Percentage )ormula'
@otations'
C D Com"etence atch
C> D Com"etency atch >eighting
A D A+aila%ility atch
A> D A+aila%ility atch >eighting
NL D No% Le+el atch
NL> D No% Le+el atch >eighting
CEC>; F AEA>; FNLENL>;U
C> F A> F NL>;
Can!i!ate Score an! Searc$ Settings
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0uto&ate! Searc$ an! *o&ination
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8e1ne Candidate .core >eightings and setu" your "references for
automated candidate nomination "rocess
.chedule PRC' Automated Candidate .earch for a single "roject
All candidates nominated %y this "rocess ha+e a system as
J.ystem @ominatedH
Topics+ Project esource 'anage&ent
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Oracle Project Resource anagement o+er+ie#
.etu" Reuirements
Assignment
Candidate anagement
Tea& Sc$e!ule
O+er commitments
Project Sc$e!ule
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Project .chedule' The schedules are com"rised of #or$ "atterns
that include #or$ing hours and e*ce"tions, such as +acation days&
/ach schedule is %ased on the calendar for the organi-ation or an
indi+idually assigned calendar&
ie# resource schedules in a list or a timeline format
/*tend 8uration = Can enter a dierent status for the e*tended"eriod
.tatus= /ither for a s"eci1ed duration or entire team role
Timeline +ie#s
Team .chedule = All reuirements un1lled;, and assignments
Resource .chedule = .ingle or multi"le
PRC' Re%uild Resource Timeline
Tea& Sc$e!ule
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esource Sc$e!ule
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Topics+ Project esource 'anage&ent
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Oracle Project Resource anagement o+er+ie#
.etu" Reuirements
Assignment
Candidate anagement
Team .chedule
Over co&&it&ents
Over co&&it&ents
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O+er commitments = Resources are considered as o+ercommitted
#hen their con1rmed assignments e*ceed ca"acity %y a s"eci1c
"ercentage
O+er commitments Pro1le O"tions'
8aily or >ee$ly %asis same as used for a+aila%ility;
O+er commitment Percentage a threshold le+el;
ConKict Resolution = 2 "ossi%ilities
Create the ne# assignment #ith conKicts
Remo+e conKicting hours from con1rmed assignments
esource Over co&&it&ent
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Project !illing
0gen!a
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Oracle Project !illing O+er+ie#
Contract Projects
Agreements and )unding !udgets
/+ents
Re+enue Accrual and In+oicing
Oracle Project Billing
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Allo#s you to de1ne re+enue and in+oicing rules for your "rojects,
generate re+enue, create in+oices, and integrate #ith other Oracle
A""lications to "rocess re+enue and in+oices&
/nter "roject customers and contacts #ith #hom you ha+e
negotiated and contracted "roject #or$&
/nter agreements contracts; from your customers and fund "rojects
#ith those agreements
:enerate re+enue using +arious methods including time and
materials, "ercent com"lete, and cost "lus
Create draft in+oices from detail transactions and milestones for
online a""ro+al %y your "roject or accounting managers
Interface re+enue to Oracle :eneral Ledger and in+oices to OracleRecei+a%les #hile maintaining a detail audit trail
Re"ort "roject re+enue, in+oice, and recei+a%les status online and in
re"orts
Business Process
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Setup Project Type "Billing Options#
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.etu" !illing O"tions for a Project Ty"e
Setup ate Sc$e!ules
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Rate .chedules
Contract Projects
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ContractProjects = To trac$ acti+ities, cost, re+enue, and %illing for
ser+ices "erformed for and reim%ursed %y a customer
Time and aterials
)i*ed Price
Cost Plus
Contract Project )lo#'
Create a Contract Project < Tas$s,
/nter an agreement
)und the "roject
/nter and %aseline a draft re+enue %udget
8istri%ute costs, generate re+enue and in+oices
Contract Projects
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8istri%ution Rules = 8istri%ution rules determine ho# Oracle Projects
generates re+enue and in+oices for "rojects
Billing 1ethod ;escription
Cost6Cost#ccrues revenue and bills using the ratio of actual costto budgeted cost "percent complete$
Cost60vent#ccrues revenue using the ratio of actual cost tobudgeted cost "percent complete$ and bills based onevents
Cost6(ork#ccrues revenue using the ratio of actual cost tobudgeted cost "percent complete$ and bills as &orkoccurs
0vent60vent #ccrues revenue and bills based on events
0vent6(ork#ccrues revenue based on events and bills as &orkoccurs
(ork60vent#ccrues revenue as &ork occurs and bills based onevents
(ork6(ork #ccrues revenue and bills as &ork occurs
Contract Projects
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!ill Rate = A %ill rate is an amount or "ercentage that is a""lied to a
unit of time and materials; to calculate re+enue and in+oicing& !ill
rates are used for time and materials "rojects& 3ou can s"ecify thefollo#ing %ill rates in Oracle Projects'
0 /m"loyee !ill Rates'.tandard hourly %ill ratesor "ercentage mar$u"sassigned to em"loyees&
3ou can assign a dierent%ill rate to each em"loyeefor customer in+oicing
0 No% !ill Rates' .tandard
hourly %ill rates assigned
%y jo% title& )or e*am"le,
all .ystem Administrators
can ha+e one %ill rate,
#hile all Consultants can
ha+e a dierent %ill rate& @on=La%or !ill Rates' .tandard %ill rates or standard mar$u"s assigned
to non=la%or e*"enditure ty"e or non=la%or resources&
0gree&ents an! 4un!ing
Refer @otes for 8etails
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Agreement = Re"resents any form of contract, #ritten or +er%al,
%et#een you and one of your customers& An agreement contains the
follo#ing'Chec$ing this %utton#ould not allo# there+enue accrual%eyond the )undingamount&
Agree
mentAmount C
lic$
on
this
to
fund
th
e"roject
0gree&ents an! 4un!ing
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)unding' )unding is the
ste" that allocates an
amount associated #ith
a customer agreement
to a s"eci1c "roject&
The total amount ofallocated "roject funding
must eual the currenta""ro+ed "roject
re+enue %udget amount
in order to successfully
%aseline the "roject
3ou can fund at To" Tas$
Le+el or Project Le+el
0gree&ents an! 4un!ingRe"resents the
) d d
Refer @otes for 8etails
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amount )unded tothe "roject out ofthe total a+aila%lefund, i&e&, theagreement amount
This re"resents the"roject that is %eingfunded %y theagreement&
)unding cane+en %e done atthe "roject le+el
Amount stillunallocatedand a+aila%lefor funding
)4@8I@: T6/ PRON/CT
(vents Refer @otes for 8etails
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/+ent' .igni1es the occurrence of an e+ent in the course of the "roject ha+ing
a re+enue and5or in+oice im"act& /g' A milestone, in+oice reduction
Automatic anual
evenue 0ccrual
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Re+enue = Oracle Projects
generates re+enue %ased on
the transactions that youcharge to your "rojects
>hen you generate re+enue,
Oracle Projects calculates
re+enue, creates e+ent and
e*"enditure item re+enue,determines :L account
com%inations, and maintains
funding %alances
3ou can generate re+enue for
a range of "rojects or for asingle "roject
evenue 0ccrual Process
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&elect eligiblee"penditure
items, e-ents
reate +ra$t(e-enue
alculate Potential(e-enue, re-enue
e-ents,
(e-enue
E"ceeds 1ard2imit 3
)eri$y a-ailabilityo$ $unding
4o
Error
5es
evenue 0ccrual
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:/@/RAT/ 8RA)T R//@4/
evenue 0ccrual
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Clic$ therelease %uttonto change thestatus to
release
R/I/> A@8 R/L/A./ R//@4/
Clic$ here todrill do#n into
the details
evenue 0ccrual
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R/I/> A@8 R/L/A./ R//@4/
evenue 0ccrual
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I@T/R)AC/ R//@4/
nvoicing
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In+oicing' 3ou can manage and control your in+oices, re+ie# and adjust them
online, and re+ie# the detailed information that %ac$s u" your in+oice amounts&
In+oicing
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:enerating In+oices'3ou can generate an in+oice for a single "roject,
or for all "rojects ha+ing "otential in+oices
)or a single "roject, run PRC' :enerate 8raft In+oice"rocess .u%mit the PRC' :enerate 8raft In+oices for a Range of Projectsin the
.u%mit Reuest #indo# to run multi"le in+oice generation "rocesses in
"arallel&
nvoicing
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I@OIC/ R/I/>
nvoicing
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I@OIC/ R/I/>I@OIC/ 8/TAIL LI@/.
nvoicing
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After clic$ing on the a""ro+al %utton mentionedin the "re+ious slide, the Release %uttona""ears& On clic$ing the release %utton, thein+oice num%er needs to %e entered #hich hel"sinterface the Project odule #ith Recei+a%les
I@OIC/ R/L/A./
0gen!a Project 'anage&ent
Overview of Project 'anage&ent
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O e e o ojec a age e
.etu"
>or$("lan
!udgeting and )orecasting
Issue and Change anagement
Re"orting
Oracle Project 'anage&ent
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Project anagement' Pro+ides "roject managers a solution for
maintaining control and +isi%ility of all as"ects of their "rojects
Create, manage, +ersion, and +ie# #or$"lans
Trac$ "rogress against the #or$"lan
Lin$ icrosoft Project #ith Oracle Projects ena%ling you to #or$ #ith a
"roject using %oth a""lications&
Create %udgets and forecasts to "lan and manage the 1nancial
"erformance of "rojects throughout the "roject lifecycle&
Pro+ide a timely and consistent +ie# of "roject status information to all
audience mem%ers and "roject sta$eholders&
anage issues such as concerns, "ro%lems, and outstanding uestions for
"rojects and tas$s&
anage actions or changes that aect the sco"e, +alue, or duration of
"rojects and tas$s&
Attach and manage documents for "rojects and tas$s&
Project ,ist
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Project 'anager7s %as$ Boar!
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Setup
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.tructures
Setup
. O i l;
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Progress .tatuses O"tional;
0gen!a Project 'anage&ent
O+er+ie# of Project anagement
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Setup
>or$("lan
!udgeting and )orecasting
Issue and Change anagement
Re"orting
Setup
> $ l Ch R
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>or$"lan Change Reasons
Setup
T $ T
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Tas$ Ty"es
Setup
! d t T
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!udget Ty"es
Setup
!udget Change Reasons
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!udget Change Reasons
Setup
)inancial
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)inancial
Plan
Ty"es
Setup
!udget /ntry ethods
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!udget /ntry ethods
Setup
. /*cel Integration for !udgeting and )orecasting
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. /*cel Integration for !udgeting and )orecasting
8o#nload
from Oracle
.
/*cel to
4"date
To
4"load
:o to V
Add(Ins
Setup
!udget >or$Ko#s' 5ou can implement the 'udget Work$lo* to initiate an
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!udget >or$Ko#s' 5ou can implement the 'udget Work$lo* to initiate an
appro-al process *hen you submit a budget or $orecast6
'udget E"tensions: 5ou can use the budget e"tensions to de$ine budgeting and
$orecasting rules
'udget alculation E"tensions: 7se the budget calculation e"tensions to
de$ine rules $or calculating budget and $orecast amounts6
'udget )eri$ication E"tension: 7se the budget -eri$ication e"tension to
de$ine rules $or -alidating a budget or $orecast *hen it is submitted or you
create a baseline
0gen!a Project 'anage&ent
O+er+ie# of Project anagement
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.etu"
8ork+plan
!udgeting and )orecasting
Issue and Change anagement
Re"orting
WorkplanWorkplan
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WorkplanWorkplan
Workplan contains a hierarchical organi8ation o$ unlimited le-els o$ tasks
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Workplan contains a hierarchical organi8ation o$ unlimited le-els o$ tasks
*ithin a project6
Workplan structures helps project managers and team members deli-er projects
on time
Financial structures help project and $inancial administrations track $inancial
in$ormation $or a project
Enable Workplan &tructures and optionally share it *ith Financial &tructures
+e$ine %ask %ypes, Phases and 2i$ecycles
Workplan in$ormation setup
2i$ecycles, current phase
Enable *orkplan -ersioning
Enable *ork /uantity
.utomatically update transaction dates 0 applicable only i$ structures are shared
.uto publish upon project creation
+e$ine .ppro-al options $or *orkplan
Workplan &etupWorkplan &etup
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8orkplan
>or$"lan Creation and aintenance
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>or$"lan Creation and aintenance
Create Tas$s = 4nlimited hierarchies
Co"y Tas$s = )rom the same "roject or from outside "rojects
Indent, Outdent, o+e tas$s
4"date Tas$ 8etails
.chedule dates are rolled u" from lo#est tas$s to to" tas$s
4"date Tas$s = ass u"date tas$s
8elete Tas$s = ar$ed for deletion in +ersion ena%led cases
8orkplan %isplay
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8orkplan
>or$"lan ersioning
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>or$"lan ersioning
Allo#s you to create multi"le +ersions of #or$"lans
.tatuses' >or$ing, .u%mitted, A""ro+ed, Rejected, Pu%lished
>or$"lan Pu%lishing'
If you ha+e not set an a""ro+er, it gets "u%lished automatically
.u%mitted to a""ro+er if you ha+e set an a""ro+er
>hen the a""ro+er a""ro+es, it goes to A""ro+ed status, after #hich youcan "u%lish
Auto("u%lish after a""ro+al, if o"tion is ena%led
@oti1cation to team mem%ers u"on #or$"lan "u%lish
8orkplan 9ersioning
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0gen!a Project 'anage&ent
O+er+ie# of Project anagement
.etu"
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.etu"
>or$("lan Bu!geting an! 4orecasting
Issue and Change anagement
Re"orting
Bu!geting an! 4orecasting
!udgets' An estimated cost or re+enue for a "roject or a tas$
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!udgets' An estimated cost or re+enue for a "roject or a tas$
>!. Le+el of entering %udget
Time(Phasing .ummary %udget lines or categori-ed %y resources
!udget amounts = Ra#5!urdened
!udgeting %y >!.
Project
To" Tas$ Lo#est Tas$
To" tas$s and lo#est tas$s
Time Phasing
PA Periods
:L Periods 8ate Range
@one
Bu!get 9ersioning
' d ) i i bl d l di$$ l i i $
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'udget )ersioning enables you to model many di$$erent planning scenarios $or
a plan type6
.$ter creating a *orking plan -ersion, plan amounts can be entered by one o$
the $ollo*ing methods:opy amounts $rom another plan -ersion or $rom actual transactions entered on the
same project6Enter plan amounts in Edit Plan pages+o*nload the plan -ersion and edit the amounts in a Microso$t E"cel spreadsheet
Bu!get (ntry
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"y j "
Co"y %udgets from earlier %udget +ersions
Co"y Actuals to %udget amounts for "eriod(%ased;
8elete a draft %udget
.u%mit and !aseline a %udget +ersion !udget >or$Ko#s and %udget e*tensions if reuired
4inancial Planning
8e1ne Period Pro1les = Time "eriods that are a+aila%le #hen you
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" y
enter, edit and +ie# "lan amounts
Time("hased %udgets either PA or :L "eriods
2 PA or :L "eriods
Preceding or .ucceeding "eriods
8e1ne Planning O"tions
.et at Project Tem"late or Project le+el
Plan Ty"e le+el
Plan ersions le+el
4inancial Planning
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4inancial Planning
Plan settings' ."ecify ho# to enter and +ie# "lan +ersion amounts =
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Plan amounts in multi"le currency, )actor "lan amounts %y, Amount
entry o"tions, Amount re"orting o"tions
Plan O"tions' /na%le you to de1ne the le+el of details at #hich you
enter "lan amounts
Planning Le+el = Project, To" Tas$, Lo#est Tas$, To" and Lo#est Tas$ Resource Information = .elect a resource list, select resources
Time Phase = PA Period, :L Period, 8ate Range, @one
Currency .ettings' 8e1ne con+ersion attri%utes for use in con+erting
"lan amounts in transaction currency to "roject or functional
currency
Add Transaction currencies
4inancial Planning
Planning /lements'Tas$s and resources that you select for a %udget or forecast
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.elect Tas$s
.elect Resources for Tas$s or Project = Resource :rou" or Resource le+el
Plan Ty"e= /na%les you to de1ne the %udgets or forecasts that you #ant to "lan for
e&g& a""ro+ed cost %udget, %id;
Attach multi"le "lan ty"es to a "roject
Cost Only
Re+enue Only
Cost and Re+enue together
Cost and Re+enue se"arately
."ecify "lanning o"tions for a "lan ty"e
Only one "lan ty"e that is designated as JA""ro+ed CostH and JA""ro+ed Re+enueH
Plan Type !enition
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4inancial Planning
Plan ersions' /na%le you to model dierent "lanning scenarios for a
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"lan ty"e
aintain Plan ersions ' >or$ing, !aselined
Create a #or$ing co"y of a +ersion
Co"y Plan amounts
/dit Plan ersion = Plan Lines
/dit in /*cel
ie# Plan ersions
'anaging Bu!get 9ersions
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(!iting Bu!get 9ersions
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0gen!a Project 'anage&ent
O+er+ie# of Project anagement
.etu"
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>or$("lan
!udgeting and )orecasting
ssue an! C$ange 'anage&ent
Re"orting
ssue an! C$ange 'anage&ent
Issue and Change anagement = A colla%orati+e #ay or resol+ing
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issues and managing changes in a "roject
Partici"ants= Creator, O#ner, Assignee, A""ro+er
Control Item Ty"e Classes = Issues, Change Reuests and Change
Orders
Control Item Ty"es = Classi1cation categories, A""ro+al, CI creation,
"roject ty"es that can use
ssue 'anage&ent
Create Issues
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Choose the issue ty"e
/nter descri"tion, classi1cations 8e1ne and assign actions = Re+ie# or 4"date action
Attach documents
anage Issues = arious +ie#s "ro+ided
8ays since u"dated
8ays until due
ssue 'anage&ent
Issue Progress, Interaction 6istory
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Action Resolution
Action assignees get the list of actions on team mem%er home "age
Reassign action to another "erson
Closing Issues
/nter resolution if reuired
.u%mit for a""ro+al if a""ro+al is ena%led, close it after it is a""ro+ed
/lse, directly close the issue
C$ange 'anage&ent
Change Reuests = 8ocument "otential changes to sco"e and facilitate a""ro+al
"rocess
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"rocess
Change Orders = Trac$ and im"lement the im"acts of changes to a "roject A change reuest should %e included into a change order to get im"lemented
Change 8ocuments can ha+e Im"acts de1ned
>or$"lan
.ta7ng
)inancial
.u""lier
Contract
Other
0gen!a Project 'anage&ent
O+er+ie# of Project anagement
.etu"
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"
>or$("lan
!udgeting and )orecasting
Issue and Change anagement
eporting
Project Perfor&ance 'onitoring
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Project Perfor&ance 'onitoring
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Project Status eporting
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Sources of nfor&ation
Content in this "resentation has %een com"iled %y using
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information from follo#ing sources'
/. Academy P200 .tudy aterial
Oracle Project )oundation 4ser :uide
Oracle Project Im"lementation :uide
Oracle Project anagement 4ser :uide
Infosys Internal Training ision Instances
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Than$ 3ou
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