Revision History

This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top.

Date	What’s Changed	Notes
16 AUG 2016	Project Control: Create Project Budgets Enabled for Budgetary Controls with a File-Based Data Import	Feature added in Update 20 (August).
16 AUG 2016	Project Foundation: Include or Add Project Team Members and Project Classifications with a File-Based Data Import	Feature added in Update 20 (August).
16 AUG 2016	Grants Management: Create Budgets for Sponsored Projects with a File-Based Data Import	Feature added in Update 20 (August).
15 JUL 2016	Track Person Number in the Chart of Accounts	Removed feature that was not part of the release.
01 JUN 2015		Initial Document Creation

Project Costing

Oracle Fusion Project Costing captures commitments and costs from across the Fusion applications and supports third-party integrations. The unique cost collection and processing needs of different sources are streamlined to provide timely insight into validated project costs.

Analyze Capital Assets Using Oracle Transactional Business Intelligence

Use the Project Costing - Assets Real Time subject area to analyze and report on capital projects. Compare expensed and capitalizable costs. Track costs that are grouped into asset lines, assigned to assets, transferred to Oracle Fusion Assets, and capitalized. Analyze amounts charged to construction-in-progress accounts and drill down to the project, task, asset line, expenditure item, and cost distribution line details.

Notify Users if Expenditure Items Were Previously Invoiced

The application displays a warning message when you attempt to perform an adjustment on a previously invoiced cost transaction.

Project Billing

Oracle Fusion Project Billing accelerates invoice processing while reducing billing errors through a functionally rich work area offering visibility into formatted invoices with estimated taxes. Embedded analytics for contract revenue, invoice, profitability and margin give insight into potential contract and payment problems.

Analyze Billed and Unbilled Project Cost by Contract Using Oracle Transactional Business Intelligence

Use the Project Costing - Actual Costs Real Time subject area to analyze and report on expenditure item details such as billed and unbilled costs and revenue recognition status. View real-time information by using dimensions such as project contract header details and project contract line details.

Analyze Billing Events for Invoicing and Revenue Recognition Using Oracle Transactional Business Intelligence

Use the Project Billing - Invoices Real Time subject area to analyze and report on the status of billing event invoicing and invoice details. Use the Project Billing - Revenue Real Time subject area to analyze and report on billing event revenue recognition and revenue details.

Project Control

Oracle Fusion Project Control provides full-function project planning, progress management, budgeting and forecasting, as well as delivered integration to Microsoft Project.

Improve Audit Reporting on Financial Progress Using Oracle Transactional Business Intelligence

Use the additional attributes available for last update date, last updated by, creation date, and created by, in the task dimension to create your own reports. Monitor the date and person who last updated financial progress, and the date and person who last published financial progress.

Create Project Budgets Enabled for Budgetary Controls with a File-Based Data Import

Effectively and quickly create budgets enabled for budgetary controls using a file-based data import. A spreadsheet template is provided to facilitate the creation of the import file.

Project Performance Reporting

Oracle Fusion Project Performance Reporting delivers a revolutionary approach to help project-driven organizations keep pace and keep score through extraordinary project performance insight. It allows project stakeholders to receive answers to critical business questions and take action in real time, utilizing a multidimensional model at the heart of the solution to deliver the right information at the right time.

Analyze Project Performance Using Oracle Smart View for Office

Access real-time transaction data and generate reports to evaluate project financial performance. Perform cost and revenue analysis against the budget for project, task, and resource analysis. Use Oracle Smart View for Office to view, import, manipulate, distribute, and share data in Microsoft Excel, Word, and PowerPoint. Leverage advanced Oracle Smart View features such as Smart Slice and Smart Query.

Project Foundation

Oracle Fusion Project Foundation includes common components that are shared across products within Oracle Fusion Project Portfolio Management. It includes the basic project plan structure and components such as resource breakdown structures, rate schedules, pricing, burdening, and cross-charge processing.

Track Project Number in the Chart of Accounts

Add a project segment in your chart of accounts using the table-validated value set Project Number for Chart of Accounts. You do not need to create and maintain an independent value set because the project number is selected directly from project tables.

Usability Enhancements for Managing Project Templates

Project administrators can now change the business unit when duplicating a project template.

Usability Enhancements for Managing Transaction Controls

Use the Query by Example feature to easily filter the list of transaction controls for a project. You can filter by any combination of values for transaction control rule number, expenditure category and type, nonlabor resource, person, job, organization, and date range.

Include or Add Project Team Members and Project Classifications with a File-Based Data Import

Effectively and quickly include or add project team members and project classifications using a file-based data import. A spreadsheet template is provided to facilitate the creation of the import file.

Project Management

Oracle Fusion Project Management extends project planning, management, and scheduling capabilities to all individuals within the enterprise who are required to manage project-based work. Project managers can engage with team members to develop tasks, resolve issues, report progress, and monitor the status of the project to ensure that objectives are realized.

Analyze Project Plans with Sample Reports in Oracle Transactional Business Intelligence

Analyze project plans with sample reports that you can use as a model for custom reports. The sample reports display planned, actual, and remaining costs for projects by project manager.

Analyze Project Work Items Using Oracle Transactional Business Intelligence

Use the Project Management - Project Work Items Real Time subject area to analyze and report on work items and deliverables associated with project tasks. For example, report on work items for a project manager or track past-due deliverables. View real-time work item information by using dimensions such as project, task, task hierarchy, and work item details such as creator, owner, priority, status, and type.

Analyze Project Resources Using Oracle Transactional Business Intelligence

Use the Project Management - Project Resources Real Time subject area to analyze and report on project resource details such as resource assignment dates, percentage allocation, and bill and cost rates. View real-time project resource information by using dimensions such as resource class, resource assignment status, and project role.

Analyze Project Resources with Sample Reports in Oracle Transactional Business Intelligence

Analyze project resources with sample reports that you can use as a model for custom reports. The sample reports display resources who are allocated to the project, compare resource allocation to resource task assignments, and display tasks with dates outside the resource assignment dates on the project.

Analyze Resource Supply, Demand, and Utilization with Sample Reports in Oracle Transactional Business Intelligence

Analyze resource supply, demand, and utilization with sample reports that you can use as a model for custom reports. The sample reports display requested resource forecast revenue, capacity planning, resource utilization, and potential revenue loss.

Analyze Tasks with Sample Reports in Oracle Transactional Business Intelligence

Analyze tasks with sample reports that you can use as a model for custom reports. The sample reports display work coming due on to-do tasks, action items, project tasks, and milestones to help resources who manage, own, create, or follow tasks.

Analyze the Project Hierarchy with Sample Reports in Oracle Transactional Business Intelligence

Analyze the project hierarchy with sample reports that you can use as a model for custom reports. The sample reports display the enterprise project structure in a hierarchical layout with the planned and actual cost variances.

Analyze Work Items and Deliverables with Sample Reports in Oracle Transactional Business Intelligence

Analyze work items and deliverables with sample reports that you can use a model for custom reports. The sample reports display outstanding work items and project deliverables by age to help you prioritize and escalate work and follow up with owners.

Integrate Project and Team Member Events Using a Web Service

Integrate project and team member events that are tracked in other applications with Project Execution Management applications. Use web services to create, update, delete, and view project-specific events or nonproject calendar events such as training and paid time off.

View and Share Project Plans in Microsoft Excel

Export tasks and task details from the Manage Project Plan page to Microsoft Excel. Use the Manage Columns action to display the columns to export and expand the summary tasks in the plan to show the level of detail to export. Then use the Export to Excel action to send the project plan to a Microsoft Excel file. Use the standard Microsoft Excel features to view, share, and report on the project plan.

Project Resource Management

With Oracle Fusion Project Resource Management organizations can optimize the allocation and utilization of their most precious resource: their people. Innovative and intuitive tools let resource managers and project managers ensure that the best-fit resource is identified and placed on each and every project assignment, to the benefit of the organization, the project resource, and the end customer, whether it be for internal or external billable projects.

Review Resource Resume When Evaluating Resources to Fulfill Requests

Streamline the evaluation of resources for a project resource request. Access a resource's resume directly from the Resource Details page. View resumes from the Compare Resources page while evaluating resources to fulfill project resource requests.

Task Management

Oracle Fusion Task Management lets organizations manage all work and related interactions in a consolidated place. Team members, challenged by the quantity of tasks they own, no longer have to track administrative and project work in different places since all tasks are managed and progressed in a single view.

Analyze Tasks Using Oracle Transactional Business Intelligence

Use the Project Management - Task Management Real Time subject area to analyze and report on all tasks. For example, analyze all assigned project tasks, personal to-do tasks, and action items that are due in the next two weeks. View real-time task information by using dimensions such as issue, milestone, project, progress status, and task details such as creator, dates, measures, owner, and type.

Collaborate on Tasks Using the Oracle Social Network Mobile Application

Collaborate socially on tasks with direct navigation from the task details to the conversation in the Oracle Social Network mobile application. Team members can leave comments, flag other followers for attention, attach photos, and view documents.

Convert To-Do Tasks to Project Tasks Using Team Member Mobile

Convert a to-do task to a project task by associating it with a project. Project tasks can be edited and progressed including marking them as started or complete.

NOTE: Team member mobile functionality is available in Oracle Tap that you can download from the App Store.

Enhanced Task Filters for Team Member Mobile

Enhancements include task list filters for projects and exceptions.

View and Add Task Followers Using Team Member Mobile

Add followers to tasks that you own. View the list of followers on tasks that you own or follow.

View Followed Tasks Using Team Member Mobile

View active and recently-completed tasks that you follow. Search or filter your list of followed tasks and view task details such as start and finish dates, priority, creator, progress, and exceptions.

Grants Management

Oracle Fusion Grants Management provides a robust and integrated solution for managing the complete post-award lifecycle. Grants related transactions are fully validated at the point of entry, ensuring that sufficient budget is available and only allowed cost categories are charged. Indirect costs are applied to all applicable transactions and are then included in all accounting, reporting, and billing activities. Standard invoice and report formats are provided to ensure that your sponsors receive information in the way that they require. A comprehensive, multi-dimensional ad-hoc reporting platform is available to track all grant funding and expenditures.

Create Budgets for Sponsored Projects with a File-Based Data Import

Effectively and quickly create budgets for grant sponsored projects using a file-based data import. A spreadsheet template is provided to facilitate the creation of the import file.