Update 17D

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Feature	Notes
10 JAN 2018	Drill Down to Expenditure Item Details from Real-Time Analysis	Updated document.  Revised feature description.
20 OCT 2017		Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

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Optional Uptake of New Features (Opt In)

We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways:  by using the New Features work area, or by using the Setup and Maintenance work area.

To opt in using the New Features work area:

1. Click the Navigator, and then click New Features (under the My Enterprise heading).
2. On the New Features page, select the offering that includes new features you’d like to review.
3. Click Opt In for any feature that you want to opt in to.
4. On the Edit Features page, select the Enable option for the feature, and then click Done.

To opt in using the Setup and Maintenance work area:

1. Click the Navigator, and then click Setup and Maintenance.
2. On the Setup page, select your offering, and then click Change Feature Opt In.
3. On the Opt In page, click the Edit Features icon.
4. On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close. 
5. Click Done.

Feature Summary

Project Foundation

Flexibly and Easily Maintain Project Organizations

Declassify an existing organization as a Project and Task Owning Organization or a Project Expenditure Organization, irrespective of being referenced on projects, templates, or transactions. Use project and task owning organizations across project units during creation of projects and tasks.

The ability to declassify an existing organization as a Project and Task Owning Organization or a Project Expenditure Organization provides flexibility to the users to correct mistakes and adapt to organization restructuring without issues.

Also, the ability to use project and task owning organizations across project units caters to the global operations business model, wherein projects are run across organizations cutting across multiple lines of business.

Classify an Organization as a Project and Task Owning Organization Without Any Project Unit Assignment

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• You will view all the project and task owning organizations underneath the organization hierarchy associated to the project template business unit during project creation. 
• You should ensure that there are no outstanding transactions associated to the project expenditure organization, before de-classifying the organization. In case a project expenditure organization (PEO) is deactivated prematurely and transactions such as open purchase orders, unprocessed cost transactions, etc. still exist for the deactivated PEO, you may encounter errors in transaction processing. In such cases, you can always reactivate the PEO, complete the transaction processing, and then deactivate the PEO.

Key Resources

Related Help Topics: 

• Setting Up Organizations for Project Financial Management: Worked Example
• Business Units: How They Work with Projects

Role Information

This feature is enabled by default for Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB) role.

Publish Public Events on Project Status Change

Publish public events based on project status change for external integrations.

The users will be able to integrate their business processes with project status changes by creating a subscription of the public event raised upon project creation or project status update in the Integrated Cloud Service (ICS). For example, if the user wants to automatically create a contract when the project is approved, they can do so by invoking the Create Contract process on receiving the project status change public event.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Project Financial Management

This feature is enabled by default for Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB) role but the Project Application administrator must first enable the associated setup feature.

1. Navigate to the Setup and Maintenance work area.
2. Select Project Financial Management offering in the Setup offering choice list.
3. Click on the Change Feature Opt In link.
4. Click on the Features icon in the Project Financial Management offering row available under the Features column.
5. In the Edit Features: Project Financial Management page, enable the Publish Public Events on Project Status Change option.

Tips And Considerations

• Project status public event is raised when a project is created or status of a project is updated using any of the interfaces - Import Projects file based data import, Projects SOAP/ REST web services or the Project Financial Management user interface.

• The published events can be subscribed from the Integrated Cloud Service (ICS).

Key Resources

• Related Help Topic: Project Status Change Event: Explained

Role Information

This feature is enabled by default for Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB) role but the Project Application administrator must first enable the associated setup feature from the Setup and Maintenance work area.

Project Control

Create Project Budgets with Multiple Planning Currencies Using Web Services

Create a project budget using the Project Budget web service with multiple currencies.

Using the Project Budget web service you can effectively create project budgets in different planning, project, and project ledger currencies.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

You can now specify budget lines in any transaction currency which is different from project currency. When using the project budget service, specify the amounts in all currencies viz., planning currency, project currency, and project ledger currency.

Key Resources

• Related Help: See the SOAP Web Services for Oracle Project Portfolio Management Cloud Guide.

Role Information

This feature is enabled by default for Project Integration Specialist ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_ROLE) role.

Create Project Budgets with Multiple Planning Currencies Using File-Based Data Import

Create project budgets using file-based data import templates with multiple currencies.

Using the project budget file-based data import template, you can effectively and quickly create project budgets in different planning, project, and project ledger currencies.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• You can now specify budget lines in any transaction currency which is different from project currency. When using the template, specify the amounts in all currencies viz., transaction currency, project currency, and project ledger currency.

• Refer to the instructions sheet on the ImportProjectBudgets template for more details.

Key Resources

• Related Help: See the File-Based Data Import for Oracle Project Portfolio Management Cloud Guide.

Role Information

This feature is enabled by default for Project Integration Specialist ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_ROLE) role.

Create Project Forecasts with Multiple Planning Currencies Using File-Based Data Import

Create project forecasts using file-based data import templates with multiple currencies.

Using the project forecast file-based data import template, you can effectively and quickly create project budgets in different planning, project, and project ledger currencies.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• You can now specify forecast lines in any transaction currency which is different from project currency. When using the template, specify the amounts in all currencies viz., transaction currency, project currency, and project ledger currency.
• Refer to the instructions sheet on the ImportProjectForecasts template for more details.

Key Resources

• Related Help: See the File-Based Data Import for Oracle Project Portfolio Management Cloud Guide.

Role Information

This feature is enabled by default for Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_ROLE) role.

Create Project Forecasts with Multiple Planning Currencies Using Web Services

Create a project forecast using the Project Forecast web service with multiple currencies.

Using the Project Forecast web service you can effectively create project forecasts in different planning, project, and project ledger currencies.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

You can now specify forecast lines in any transaction currency which is different from project currency. When using the project forecast service, specify the amounts in all currencies viz., planning currency, project currency, and project ledger currency.

Key Resources

• Related Help: See the SOAP Web Services for Oracle Project Portfolio Management Cloud Guide.

Role Information

This feature is enabled by default for Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_ROLE) role.

Project Costing

Add Project Task Assignments to Time Cards in Oracle Time and Labor Cloud

Select an action in Oracle Time and Labor Cloud to instantaneously update your time card with your complete set of project financial task assignments for the period. You have an option to either replace existing entries or append the new entries to a time card. The action adds an entry for each financial task assignment within the time card period. You can then update the hours per day, modify or remove entries, or add additional projects and tasks as needed. This option accelerates time card entry and ensures greater accuracy based on your project task assignments. Managers have the same option when they enter time on behalf of other people.

Accurate time entries based on project task assignments will eliminate issues on downstream processes such as serious billing mistakes caused by missing or wrongly entered time entries.

Add Project Task Assignments to Time Card

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The Add Project Task Assignments action populates the time card with time entries based on the user's assignment to lowest-level financial tasks on the financial project plan for the project.

• Project must be in a status that allows new charges
• Task must be a lowest-level, chargeable financial task
• User must be assigned to the task at any point during the duration of the time card period

Role Information

This feature is enabled by default for the following roles:

• Employee (ORA_PER_EMPLOYEE_ABSTRACT)
• Contingent Worker (ORA_PER_CONTINGENT_WORKER_ABSTRACT)
• Time and Labor Manager (ORA_HXT_TIME_AND_LABOR_MANAGER_JOB)

Drill Down to Expenditure Item Details from Real-Time Analysis

You can now drill down from an Oracle Transactional Business Intelligence analysis to the Expenditure Item Details page.

You can enable an Action link on a column, such as Transaction Number, to enable the drill down.

You can easily navigate back and forth from the report to the application to review multiple transactions.

Select the Transaction Number hyperlink to see the expenditure item details.

OTBI Report – Transaction Number Link

Expenditure Item Page

Once you open the Expenditure Item, you can review and adjust the Transaction.

If you have given the Return Application name then you will have the return buttonavailable on the top right corner near the Home icon.

Steps to Enable

Enabling deep linking:

• Create an OTBI Report that includes the object key.
• Define an Action Link.
• Create Action Link populating this URL: https://hostname/fscmUI/faces/deeplink?objType=@{1}&objKey=ExpItemId=@{2}&action=@{3}&returnApp=@{4}&returnAppParams=PortalGo%26path=/users/@{5}/@{6}
• Replace the "hostname" with you environment name.
• If you choose to not use the return icon, remove lines 4 through 6. The URL will be: https://hostname/fscmUI/faces/deeplink?objType=@{1}&objKey=ExpItemId=@{2}&action=@{3}

ACTION LINK

Name	Prompt	Type	Value	Fixed	Hidden	Optional
1	Object Type	Value	EXPENDITUREITEMDETAILS	X	X
2	Expenditure Item Id	Column Value	"Expenditure.item"."expenditure.item"	X	X
3	Action	Value	EDIT	X	X
4	returnApp	Value	AnalyticsApp	X	X
5	Logged in User	Session Variable	USER	X	X
6	Report Name	Value	Langone Medical Center **	X	X

** Change parameter 6, put the name of the report you created.

Registering analytics application, (e.g. AnalyticsApp) as a third-party application in Fusion.

• Creating application so that user can return to Oracle Transactional Business Intelligence, OTBI.
• Third-party applications must register their URL at: Setup and Maintenance > Manage Custom Setup Content > Manage Third-Party Applications.
• Note, this is required only if you choose to use the Return button back to your original OTBI report.

Registering third-Party Application

End User Task:

• User will open the report and click on execute.
• Click on desired Transaction number.
• Click on Show Item Details link.
• Click on the Return icon to return to the report for additional analysis.

Tips And Considerations

1. You must have privileges to access the Oracle Transactional Business Intelligence analysis and the Expenditure Item Details page.
2. You can reuse the same Action link for other analyses that you build if you want to navigate to the same page using the same column. When you assign this Action link to a column in a report. You can then choose to specify for all reports by selecting the appropriate Save as Default option on the Interaction page.

Key Resources

• Related Help Topics: See the topic Registering Business Intelligence to Support Deep Linking: Procedure in the Creating and Administering Analytics and Reports guide.

Role Information

Users must be assigned to a role that has access to the privilege "PJC_MANAGE_PROJECT_EXPENDITURE_ITEM_PRIV".

Mobile Project-Based Time Capture

Transform your organization by providing employees the ability to easily capture the actual time worked on projects, indirect projects, and financial tasks using a mobile device. The mobile time capture application automatically displays projects and tasks assigned to team members as time entries on their time cards. Submitting their time cards is as easy as selecting the time period and entering their hours worked. They can also copy similar time cards and quickly submit their time with some quick simple steps.

As executives digitally transform their organizations, one of their focus areas is mobilizing their employees' day-to-day activities. One important daily activity is understanding what employees are working on and how billable they are. A simplified mobile time capture capability on an employee’s smartphone provides that seamless value added insight into revenue forecasts, labor costs and resource utilization. Capturing time also increases the accuracy in estimating future work on similar projects and tasks.

                 

Simplified Mobile Time Entry for Team Members

Steps to Enable

1. Search for Oracle PPM Cloud Mobile in the Google Play or Apple App Store to find the application
2. Ensure that user has Projects Time Entry Profile for their time card. 

Tips And Considerations

• This feature is enabled by giving users the Project Time Entry Mobile Duty.  This duty has all the privileges needed to access PPM and HCM rest services.  The duty is rolled-up to the employee and contingent worker abstract roles out of the box.  Here is a list of the REST Services and Privileges:
  • Use REST Service - Time Records Read Only (Aggregate privilege) - HCM rest service
  • Use REST Service - Time Record Groups Read Only (Aggregate privilege) - HCM rest service
  • Use REST Service - Time Record Events (Aggregate privilege) - HCM rest service
  • Report Time for Project Tasks (Privilege) - secure time entry menu item on the mobile app
  • View Project Expenditure Types Service (Privilege) - PPM rest service
  • View Project Financial Tasks Service (Privilege) - PPM rest service
• This feature only supports the following set up
  • Project Name, Task Name, and Expenditure type fields when capturing time
  • Time period starts on Monday
  • Weekly time card only

• Ensure the logged in user can enter and submit time on the web app (Navigator > About Me > Time > Manage Time Cards > Create Time Card)

Key Resources

• Related Help Topic: Microsoft Project and Oracle Fusion Project Management: How They Work Together
• Release Training for Oracle Project Portfolio Management Cloud Release 13: Oracle Project Costing Cloud Enhancements: Mobile Time Capture

Role Information

This feature is enabled by default for the following roles:

• Employee (ORA_PER_EMPLOYEE)
• Contingent Worker (ORA_PER_ CONTINGENT_WORKER)

Prevent Project Managers from viewing Labor Costs and Rates

You can now create a new project manager role that will prevent project managers from viewing labor rate and total cost on the Manage Project Costs page.

This would only impact the Manage Project Costs page in the Project Management work area.

Manage Project Costs for Project Managers

Steps to Enable

1. In Security Console, Create custom role by copying the existing abstract role Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT).  Remove the View Project Labor Cost Privilege (PJC_VIEW_PROJECT_LABOR_COST_PRIV).
2. Create a custom Project Manager role by copying the existing "Project Manager" (ORA_PJF_PROJECT_MANAGER_JOB) role and name it something like ORA_PJF_PROJECT_MANAGER_JOB_CUSTOM. 
3. Remove the View Project Labor Cost Privilege (PJC_VIEW_PROJECT_LABOR_COST_PRIV) from the newly created custom project manager role.
4. Remove the existing "Project management duty" in Role Hierarchy.  Add the newly created custom role from Step 1.  
5. In Manage Project Roles, create a new project role and assign this custom "security" role to that role.  Alternatively, customer can choose to map the predefined project manager role to the new custom role (replacing the mapped/predefined Project Manager role) from Step 1.
6. Assign user to the project using the new project role.

Role Information

This feature is enabled by creating and modifying the Project Manager Job (ORA_PJF_PROJECT_MANAGER_JOB) and Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT) roles and removing the Privilege of PJC_VIEW_PROJECT_LABOR_COST_PRIV.

Supplier Invoice Number and Comments are available in the Cost Transaction Search Results

You can now view Supplier Invoice Number and Comments on the Manage Project Costs page.

Manage Project Costs – Supplier Invoice Number and Comments

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• The Comments can be viewed by selecting Actions, View Comments or by hovering over the comment as illustrated in the caption below.
• Within the Search Results you will need to click on View > Columns and then select Supplier Invoice Number and Comments. 
• Select >View > Reorder Columns to make viewing of these columns possible without scrolling horizontally to the right.

Role Information

This feature is enabled by default for the Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB) role.

Update Transaction Controls Using REST Service

Update project and task transaction controls using the Transaction Controls REST service. Using this service you can update attributes such as From Date and To Date for existing project and task transaction controls. Additionally, you can view all the transaction controls created for a project or task or a specific transaction control.

You can use the following attributes to search and view transaction controls:

• Transaction Control ID
• Expenditure Category ID
• Expenditure Type ID
• Nonlabor Resource ID
• Person ID
• Person Type
• Job ID
• Organization ID
• From Date
• To Date

Request Payload to Update the Dates for a Project Transaction Control

Response for the Request Payload

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Use the batch operation to update multiple project transaction controls, task transaction controls, or a combination of project and task transaction controls.

Key Resources

• See the REST API for Oracle Project Portfolio Management Cloud R13 (update 17D) Guide.

Role Information

This feature is enabled by default for the following roles:

• Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
• Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
• Project Execution Application Administration (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

Use Accounting Period to Search for Cost Transactions

You can now search transactions by accounting period on the Manage Project Costs page. This allows you to easily find transactions for a specific period.

Use the Advanced search feature to use the Accounting Period field as a search criteria.

Manage Project Costs – Accounting Period Search

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

You must select a value for the Expenditure Business Unit before you can select values for the Accounting Period field.

Role Information

This feature is enabled by default for the Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB) role.

Project Billing

Control Migration of Billing History

You can now better control the migration of invoice and revenue history. Invoicing and revenue recognition of new transactions for a contract is prevented prior to migration transactions being fully invoiced and revenue recognized. Adjustments to invoices and revenue containing migration transactions are prevented.

You can summarize invoice and revenue amounts at top task, project, contract or agreement level in the legacy application. You can then create migration billing events in Oracle PPM Cloud with event amounts equal to the summarized amounts in the legacy application. You can thus maintain integrity of the invoice and revenue history between the legacy application and the Oracle PPM Cloud.

The invoicing process will process only migration events and generate a migration invoice made of only migration events. It will not process new transactions for a contract until all the migration events are processed. The adjustment related actions like "Hold Until Released" will be disabled and cannot be performed on migration invoices. These migration invoices can be transferred to Receivables in Oracle Financials Cloud.

The revenue recognition process will also prevent revenue recognition of new transactions until revenue is recognized for all the migration events for a contract. The adjustment related actions will be disabled for revenue distributions recognized for migration events. You can setup accounting rules in Subledger Accounting to account the revenue from these distributions in migration accounts.

Steps to Enable

You will have to create event types as migration and nonadjustable. The below screen capture illustrate the flags to be enabled on Manage Event Types page.

Manage Event Types

Tips And Considerations

Invoicing and revenue recognition of new transactions for a contract is prevented until migration events being fully invoiced and revenue recognized.

Role Information

This feature is enabled by default for the Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB) role.

Faster Contract Amendments and Versioning

You can now more quickly amend contracts and create new contract versions.

A project contract with multiple billing controls per contract line and multiple contract lines took too long to amend. After making various technical performance improvements, you can now create a new contract version and initiate a contract amendment much more quickly.

Steps to Enable

You don't need to do anything to enable this feature.

Role Information

• Customer Contract Administrator (ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB)
• Customer Contract Manager (ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB)

Invoice by Original Task Owning Organization

You can optionally generate intercompany invoice lines with expenditure organization values from the task owning organization on the original expenditure items.

Similar to external invoices, when you generate an intercompany or interproject invoice, you group transactions onto invoice lines using the details of the invoice formats specified on the bill plans assigned to the contract lines. Previously, expenditure organization was not an attribute you could use to group transactions onto invoice lines; you would always populate it from the expenditure organization specified on the corresponding intercompany or interproject contract line.

Now on the intercompany or interproject contract line, you can choose the source of the expenditure organization on the intercompany or interproject invoice line to be the task owning organization on the original expenditure item. If you do not choose this option, the source continues to be the expenditure organization on the contract line. When you choose the source to be the original task owning organization, you can use the expenditure organization values coming from the task owning organization on the original expenditure items to derive the invoice accounting in Payables for the debit to intercompany or interproject expense.

The following screen capture illustrates the feature and its benefits.

Edit Contract Internal Billing

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

When you choose the source of the expenditure organization to be the original task owning organization, you must also choose Task Owning Organization Name in the invoice format details [of the labor and nonlabor invoice formats specified on the bill plan assigned to the intercompany or interproject contract line] to group expenditure items by task owning organization.

Role Information

• Customer Contract Administrator (ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB)
• Customer Contract Manager (ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB)

Letter of Credit Invoice Generation

You can control invoice generation for LOC and non-LOC based awards. A new parameter has been added in Generate Invoice process to help you specify if you would like to process invoices for all awards, only LOC based awards, only non-LOC awards or a specific LOC number.

You can use the new parameter in the Generate Invoices process to generate invoices for different sets of awards based on LOC.The following table explains the behavior of the Generate Invoices process for each option:

LOC Processing Option	LOC Number	Behavior of Generate Invoices Process
All	Disabled	Processes both LOC and non-LOC contracts
Only LOC	Disabled	Processes only LOC contracts
Only non-LOC	Disabled	Processes only non-LOC contracts
Single LOC	Enabled	Processes contracts only for the provided LOC number

 

LOC Processing Option

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

LOC Number parameter will be enabled when Single LOC is selected in LOC Processing Option parameter.

Role Information

This feature is enabled by default for the following roles:

• Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB).
• Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB).

Transfer Invoice Attachments

All project contract invoice attachments are now transferred to Receivables in the Financials Cloud.

Attachments in the Project Billing and Contract Cloud and the Financials Cloud are stored in a common attachment infrastructure. For file attachments, the location of the file, not the file itself, is stored. The attachments, regardless of type, are associated to specific objects, like project contract invoices or receivables transactions. In both of these objects, the attachments are only at the header level.

Now when you run the Confirm Invoice Acceptance Status in Receivables process, you copy all attachments associated to the project contract invoices successfully imported into Receivables. These attachments become new attachments to the corresponding receivables transactions.

The following screen captures illustrate the feature and its benefits.

Edit Invoice Attachments

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Attachments transferred to the receivables transactions can be ignored if unwanted.

Role Information

This feature is enabled by default for the Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB).

Project Performance Reporting

View Complete Resource and Task Names in Oracle Smart View Including Duplicates

View complete resource and task names in Excel spreadsheet using Oracle Smart View. Even if your project has multiple tasks with the same name or multiple resources with the same name, you can view the task and resource names correctly using Oracle Smart View. Additionally, through a profile option, you can select to view task names, task numbers, or a combination of task numbers and names in Oracle Smart View to easily identify individual tasks across projects.

Profile Option to Control Display Format for Tasks in Smart View

Use the Display Format for Tasks in Smart View profile option to view tasks by name, number, or a combination of number and name in Excel using Oracle Smart View. For example, if multiple tasks within a project have the same name, you can choose Number as the profile value so that you can correctly identify these tasks by their numbers in Oracle Smart View.

Steps to Enable

After you change the value of the profile option, you must submit the Update Project Performance Data process for those projects for which you want to view tasks in the selected format in Oracle Smart View.

Tips And Considerations

• Only those tasks that belong to the projects which were summarized by the Update Project Performance Data process are displayed in the selected format in Excel using Oracle Smart View.
• The default value of the profile option is Name.

Role Information

This feature is enabled by default for the following roles:

• Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
• Project Accountant (PJF_PROJECT_ACCOUNTANT_JOB)
• Project Application Administrator (PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

View Missing and Incomplete Time Entries for Five Weeks

You can now use the Time Cards infolet on the Project Management Dashboard to track missing time cards and incomplete time entries for five weeks. This helps you to report accurately on any shortfall at the end of your billing cycles. You can leverage this information to avoid manual tracking of missing time entries for your projects.

Time Cards Infolet with Data Displayed for Five Weeks

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

You must submit the Update Project Performance Data process once for any project to view data for five weeks in the Time Cards infolet.

By default, the infolet displays the earliest week in time for which missing or incomplete time cards exist.

Key Resources

• Related Help Topic: Missing and Incomplete Time Entries: How It's Calculated

Role Information

This feature is enabled by default for the Project Manager (ORA_PJF_PROJECT_MANAGER_JOB) role.

Grants Management

Create Grants Sponsors, Internal Funding Sources, Personnel and Keywords with a File-Based Data Import

Create high volume of Grants sponsors, internal funding sources, keywords, and personnel using a file-based data import. After import, you can view and manage the funding sources, keywords, and personnel using the respective user interfaces in Setup and Maintenance work area.

XLSM Template to Create Grants Sponsors

XLSM Template to Create Internal Funding Sources

XLSM Template to Create Grants Keywords

XLSM Template to Create Grants Personnel

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• The user that is added as Grants personnel must already be defined in Oracle Fusion HCM with an active assignment and department.
• Follow the instructions mentioned in the Instructions and CSV Generation sheet of the file-based data import XLSM templates to prepare and load the Grants funding sources, keywords, and personnel data into the application.

Key Resources

• Related Help: See the File-Based Data Import for Oracle Project Portfolio Management Cloud Guide.

Role Information

This feature is enabled by default for the following roles:

• Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_ROLE)
• Project Application Administrator (ORA_PJF_PROJECT_APPLICATION_ADMINISTRATOR_ROLE)

Update Award Validation Status Using Service

Use the enhanced Award web service to validate an award and review any errors or warnings. The award is validated successfully if there are no errors.

Leverage the “validateAward” operation of the Award web service to validate awards. You can use this operation multiple times and the application persists the current validation result. Use one of the following parameters to identify the award to be validated:

1. Award ID
2. Award Number

If you provide valid values for more than one parameter, then the award is identified by using only one parameter in the order listed above.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Review the Service Data Objects information in the SOAP Web Services for Oracle PPM Cloud to learn more about how to use the service:

• Access the Oracle PPM Cloud Release 13 Books in the Oracle Help Center.
• Under the Development section, click the SOAP Web Services for Oracle PPM Cloud link.
• Expand the Service Data Objects section in the contents.
• Scroll down to find and click on the Award Version 2 link to review the services details.

If you leverage contract services to create and activate a high volume of award contracts, then you must use this new operation to validate the award in order for costs to be incurred for the award project.

Key Resources

• Related Help: See the SOAP Web Services for Oracle Project Portfolio Management Cloud Guide

Role Information

This feature is enabled by default for the following roles:

• Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_ROLE)
• Project Application Administrator (ORA_PJF_PROJECT_APPLICATION_ADMINISTRATOR_ROLE)

Project Management

Analyze Project Progress by Hierarchical Time Components Using Oracle Transactional Business Intelligence

Project managers can analyze the project progress by different hierarchical time components such as day, month, quarter, or year. For example, you can create reports to compare the planned and actual hours by day for the previous month.

This enhancement allows project managers to have greater visibility into the project performance and identify potential execution issues sooner.

Analyze Project Progress by Week

Steps to Enable

You don't need to do anything to enable this feature.

Role Information

This feature is enabled by default for the Project Manager (ORA_PJF_PROJECT_MANAGER_JOB) role.

Enable Project Managers to Plan and Schedule Fixed Duration Projects

Drive project scheduling based on task duration as the most important determining factor. You can create, plan, and schedule fixed duration projects based on the fixed timeline of the deliverables within the project. For example, you can add resources or adjust scope for a task without changing the task duration. Optionally, you can save fixed duration projects as work plan templates and use them to quickly create task structures for similar fixed duration projects. You can report on fixed duration projects using Oracle Transactional Business Intelligence.

This feature enables project managers to plan and schedule fixed duration projects.

Create Fixed Duration Project

Manage Fixed Duration Project in Manage Project Plan Page

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• You can define the default schedule type for the new projects in the Manage Project Management Implementation Options setup task.
• You can change the schedule type of a project at a later point in time from the Edit Project Details page.

Key Resources

Related Help Topics:

• Creating Fixed Duration and Fixed Effort Projects: Points to Consider
• Fixed Duration Projects: Explained

Role Information

This feature is enabled by default for the Project Manager (ORA_PJF_PROJECT_MANAGER_JOB) role.

Manage Task Dependencies with the Project REST Service

Use the new REST services to manage dependencies between project tasks. You can create, update, or retrieve dependencies between the lowest-level tasks of a project. If tasks are dependent, then the successor tasks are changed to a schedule mode of automatic.

You can use this service to create dependencies of all the four types: Finish-to-Start (FS), Start-to-Start (SS), Finish-to-Finish (FF) and Start-to-Finish (SF). If you do not specify a dependency type, it assumes a Finish-to-Start (FS) dependency. You can also specify lag between dependent tasks in terms of days and it allows to specifying a positive or negative integer value as lag. By default, it assumes zero lag.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

You can use one or more of the following attributes to uniquely identify the successor task in the project:

• TaskNumber
• TaskId
• ExternalTaskId
• TaskName

You can use one or more of the following attributes to uniquely identify the predecessor task in the project:

• PredecessorTaskNumber
• PredecessorTaskId
• ExternalPredecessorTaskId
• PredecessorTaskName

You can use the following attributes to define the dependency:

• DependencyType
• Lag

Key Resources

• Related Help: See the REST API for Oracle Project Portfolio Management Cloud R13 (update 17D) Guide.

Role Information

This feature is enabled by default for the following roles:

• Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
• Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
• Project Execution Application Administration (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

Use a Single File-Based Data Import Template to Import Any Type of Project

Create projects for planning and scheduling only, or projects also enabled for financial management using the same file-based data import template. The modified template supports importing projects, tasks, project resource assignments, task resource assignment, task dependencies, project codes, task codes, transaction controls, project team member progress, and project classification using a single Excel file.

The modified template has new capabilities such as creating a project plan baseline, specifying who can access the project plan in view-only mode, and specifying additional attributes such as the project calendar and the EPS Node.

If you are already using the existing Import Project template for importing your projects and do not need the new capabilities provided in this template, you can continue to use the existing integration without making any changes.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Use this template to prepare the comma separated values (.CSV) files that you can use to upload projects, tasks, resources and related information to the open interface tables. The Import Projects process validates and processes the data in the open interface tables and all exceptions are printed in the process output report.

Use the Options sheet to first select the features you want to implement for your project before you enter data in this spreadsheet and generate the CSV file. Only the columns and sheets that are relevant to the features you want to implement are then available on the spreadsheet.

IMPORTANT NOTE: The comma separated values (.CSV) files generated from this template will have different column order than the column order in this template. Do not change the column order in .CSV file and if you generate the .CSV files directly from your source system, follow the order specified in the control file. You must enter a value for the first column on a sheet. Any row without a value in the first column is ignored during processing.

Consider the following when you prepare the project data:

• If you do not specify the project template, the project will only be available in the Project Management work area. If you need to perform financial management operations for the project, you will need to separately enable the project for financial management from the Project Financial Management work area.
  • For such execution only projects, you need to specify the Project Manager in the Projects sheet.

Consider the following when you prepare the task data:

• Parent task of a financial task must also be a financial tasks.
• The application ignores the tasks available in the Tasks sheet if the Copy Tasks from Template column has the value Y.
• For a project,  Project Plan Baseline is created only if there is at least one task with baseline information. In the baseline plan, create only those subtasks for which at least one baseline attribute is provided. And create summary tasks if the baseline information is provided for the task or for one of its subtasks in the hierarchy below it.

Consider the following when you prepare the team members data:

• The person you are adding as a team member must already be defined either as a project enterprise resource or as a valid person in Oracle Fusion HCM with an active assignment and department as of the project start date.
• All the resources are added in the Planned status in Manage Project Resources.

Consider the following when you prepare the Project Expense Resources data:

• You must include the nonlabor resources and the projects the resources are assigned to in the same spreadsheet.
• This sheet will not be available if you do not select Yes for Project Execution Management in Options sheet.

Consider the following when you prepare the Task Resource assignment data for the Project Plan:

• This sheet will not be available if you do not select Yes for Project Execution Management in Options sheet.

Consider the following when you prepare the Task Dependencies data for the project plan:

• Tasks to which the dependencies are assigned must be included in the same spreadsheet.
• Only subtasks can have dependencies on other subtasks. There cannot be more than one dependency between any two tasks.
• The schedule mode of a task is set to Auto if you add at least one predecessor for that task. This ignores the value specified for the task in the Tasks sheet.
• This sheet will not be available if you do not select Yes for Project Execution Management in Options sheet.

Consider the following when you prepare the Team Member Progress data for the Tasks in the Project Plan:

• You must include the tasks and the task resource assignments to which the Team Member Progress is reported in the same spreadsheet.
• Task Progress Status is calculated based on the Task Percent Complete. If the Percent Complete is zero or unspecified, progress status is marked as Not Started. If the Percent Complete is 100 progress status is marked as Completed, otherwise In Progress.
• If there are multiple resource assigned to a task, provide cumulative progress for all the team members for the task.
• This sheet will not be available if you do not select 'Yes' for Project Execution Management in Options sheet.

Consider the following when you prepare the Project Codes data:

• This sheet will not be available if you do not select Yes for Project Execution Management and for Project Codes in Options sheet.

Consider the following when you prepare the Task Codes data:

• This sheet will not be visible if you do not select Yes for Project Execution Management and Task Codes in Options sheet.

Key Resources

• Related Help: See the File-Based Data Import for Oracle Project Portfolio Management Cloud Guide.

Role Information

This feature is enabled by default for the following roles:

• Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
• Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
• Project Execution Application Administration (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

Project Resource Management

Manage Workflow Approval and Notification for Resource Extensions and Cancellations

Project managers request resource assignment date extensions from Manage Project Resources. Approval workflow is sent to the staffing owner. Project managers cancel resource assignments from the Manage Project Resources page which initiates an informational workflow notification to the staffing owner.

As a project progresses, project managers must maintain resource assignments to accurately reflect their resourcing needs. When a project manager requests an extension for a resource assignment, the staffing owner receives a workflow notification to request approval for the change. This speeds up the approval cycle as the staffing owner is immediately notified and prompted to approve or reject the change.

When a project manager cancels an assignment from the Manage Project Resources page, the staffing owner receives a workflow notification that provides information about the cancellation. This informational workflow keeps the staffing owner up to date on changes to project assignments that impact resources.

Request Assignment Extension

Steps to Enable

The Project Application Administrator must first enable notification workflow.

1. Navigate to the Setup and Maintenance work area.
2. Search for the Manage Project Resource Management Implementation Options setup task.
3. Click the task name link.
4. Select the check box next to Notify workflow participants when a resource is proposed or an assignment is adjusted. 
5. Save and close the page.

Role Information

This feature is enabled by default for the following roles:

• Project Manager (ORA_PJF_PROJECT MANAGER_JOB)
• Resource Manager (ORA_PJF_RESOURCE MANAGER_JOB)