This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Update Version | Notes |
|---|---|---|
| 29 NOV 2018 | Update 18C | Revised update 18C. |
| 23 APR 2018 | Update 18B | Revised update 18B. |
| 12 JAN 2018 | Update 18A | Delivered new features in update 18A. |
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 |
|---|---|---|
| 29 NOV 2018 | Manage Custom Objects Using Application Composer | Updated document. Revised feature name. |
| 17 SEP 2018 | Manage Project Commitments Using a REST Service | Updated document. Added feature delivered in update 18C. |
| 07 SEP 2018 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update.
DISCLAIMER
The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.
Common Technology and User Experience
REST APIs for Oracle PPM Cloud
Delete Project Customers Using a REST Service
Use a REST service to delete project customers. The current Project Customers REST service is enhanced to support deletion of one or more project customers of an existing project. Use the batch mode to delete multiple project customers of a project or to delete a project customer across multiple projects.
Delete Project Team Members Using a REST Service
Use a REST service to delete project team members. The current Project Team Members REST service is enhanced to support deletion of one or more project team members of an existing project. Use the batch mode to delete multiple project team members of a project or to delete a project team member across multiple projects.
Manage Additional Project Attributes and Resources Using a REST Service
View, create, and update project descriptive flexfields and additional project attributes using the Projects REST service.
Manage Project Classifications Using a REST Service
View, create, update, and delete project classifications using REST service. Using this service, you can add, update, and delete the project classifications (comprised of predefined project class categories and class codes) to existing projects and during project creation.
View Expenditure Types Using a REST Service
Using a REST service, users can view expenditure types through various queries and filters.
Manage Project and Award Budgets Using a REST Service
View, create, delete, and update project and award budgets using the Project Budget REST service. Using this service you can also view, create, delete, and update budget lines.
Manage Project Assets Using a REST Service
Use the Project Assets REST service to view, create, update, and delete project assets and project asset assignments.
Manage Transaction Controls Using a REST Service
View, create, update, and delete project and task transaction controls using the Transaction Controls REST service. Using this service you can update attributes such as expenditure category, expenditure type, nonlabor resource, person, job, organization, system person type, and chargeable and billable indicators for existing project and task transaction controls.
Manage Project Commitments Using a REST Service
Manage project commitments using the Project Commitments REST service. This service enables you to view, create, and delete project commitments that are imported from third-party applications and view commitments that are created in other Oracle Cloud applications such as supplier invoices, requisitions, and purchase orders.
Manage Billing Events Using a REST Service
Create, update, delete, and view project billing events using the billing events REST service. Using this service, you can update amounts, descriptions, and any editable attribute.
View Project Contract Invoices Using a REST Service
View project contract invoices using a REST service. Using this REST service, you can export the project contract invoice data to other applications such as mobile or third-party applications.
View Project Contract Revenue Using a REST Service
View project contract revenue using a the View Project Contract Revenue REST service. Using this REST service, you can also export the project contract revenue data to other applications such as mobile or third-party applications.
View Project Performance Using a REST Service
View project performance data for a specific project or a group of projects using the Project Performance REST service. You can also view the ITD, PTD, QTD, and YTD performance metrics for specific periods or all periods in the project duration. Using this REST service, you can export the project performance data to other applications such as mobile or third-party applications.
View Resource Performance Using a REST Service
View resource performance data for a specific project or all projects using the Resource Performance REST service. You can also view the ITD, PTD, QTD, and YTD performance metrics for specific or all periods in the project resource assignment duration. Using this REST service, you can export the resource performance data to other applications such as mobile or third-party applications.
View Task Performance Using a REST Service
View task performance data for a specific task or across tasks using the Task Performance REST service. You can also view the ITD, PTD, QTD, and YTD performance metrics for specific or all periods in the task duration. Using this REST service, you can export the task performance data to other applications such as mobile or third-party applications.
Manage Grants Personnel Using a REST Service
Create, update, or retrieve Grants personnel using a REST service. You can indicate if a person is eligible to become a principal investigator or search for eligible principal investigators using the REST service.
Add Tasks to Projects with a Work Plan Template Using the Project Plan REST Service
Leverage the project plan REST Service to add tasks to an existing project from a work plan template. For example, after you create a project from a sales opportunity, each line on the opportunity needs a distinct set of tasks on the project to complete the work. You can use a service to create the project in an integration with the source of the sales opportunity, and then incrementally add tasks to automate the creation of the project's complete work breakdown structure.
Create and Read Project Enterprise Resources Using a REST Service
Create and read project enterprise resources using a REST service. You can use the service during the initial data migration or for integration with any external application.
Manage Deliverables Using a REST Service
Create and maintain project deliverables from third-party applications using a REST service. This service enables project managers, team members, and project administrators to transfer or manage deliverables from external applications.
Update and Delete Change Orders Using a REST Service
Update or delete project change orders from third-party applications using a REST service.
View Project Plan Data Using a REST Service
Enable project managers to view the list of the projects they manage and read the project plan data using the Project Plans REST resource. Information about each project plan includes: general project information, list of project tasks, dependencies between tasks, and labor and expense resources assigned to the project tasks.
Create Planning Resource Breakdown Structure Using File Based Data Import
Create planning resource breakdown structure using file-based data import template. Additionally, add new resources to existing planning and billing resource breakdown structures and edit the existing resources.
View the Root Cause Message of a Period Close Exception
Project accountants can analyze the root cause of an exception using the Projects-Period Close Exceptions subject area in Oracle Transactional Business Intelligence.
Drill Down to Project Details from a Real-Time Analysis
You can drill down from an Oracle Transactional Business Intelligence analysis to the Project Details page. Enable an action link on a column, such as Project Number, to enable the drill down. You can easily navigate back and forth from an analysis to the application to review multiple projects and make additional edits.
Configure Financial Project Pages Based on Business Requirements
Configure the user interface to create projects, duplicate projects, view project overview, and manage financial project settings based on your business requirements using Oracle Page Composer. For example, if the business requirement is to make the project end date mandatory during project creation, the users can now use Oracle Page Composer to make the end date field, already present in the Create Project user interface, mandatory. Similarly, a set of project attributes such as business unit will now be available for configuring the Create Project, Duplicate Project, Project Overview, and Manage Financial Project Settings pages.
Generate Invoice and Revenue Based on Rates Defined for Project and Task
Invoice labor and nonlabor transactions based on rates defined for the project and task associated to the contract, when using rate-based invoice methods. You can generate revenue for labor and nonlabor transactions based on rates defined for the project and task associated to the contract, when using rate-based revenue methods.
Calculate Cost Based on Rates Defined for Project and Task
Calculate actual labor and nonlabor transactions based on the rates defined for the person, job, or expenditure type at project and task level. Further, plan, budget, and generate forecasts for labor and nonlabor transactions based on the rates defined at the project and task levels.
Manage Financial Project Plan Using a SOAP Service
Read, create, delete, and replace multiple resources for financial tasks using the Project Plan service.
Automatically Defer Financial Plan Creation
Using historical data the application automatically determines when to defer the generation of financial plans so that the user can continue with their work and not wait for lengthy processing to complete.
Drill Down to Budgets, Forecasts, and Progress from a Real-Time Analysis
You can drill down from multiple real-time analyses that display financial plan information to manage project budgets and forecasts, and track financial project progress. You can enable an action link on a column, such as version identifier, name, or number to enable the drill down. You can easily navigate back and forth from the analysis to the application to review the respective financial plan versions.
Generate Public Events on Change in Financial Project Plan
Create public events when you create or modify task assignments in financial project plan. You can list the resources that contributed to changes to amounts on the financial project plan from any interface such as the Project Financial Management or the Project Management work area or the Microsoft Project application.
Generate Public Events When Publishing Financial Project Progress
Create public events when you publish financial progress. For example, you can generate revenue when you publish the financial project progress from any interface such as the Project Financial Management or Project Management work area or the Microsoft Project application.
View Project Cost Comments in Real-Time Analyses
You can view and report on comments entered for project costs using the Project Costing - Actual Costs Real Time and Project Costing - Expenditure Item Performance - Real Time subject areas in Oracle Transactional Business Intelligence. You can include the project cost comments in the analyses and dashboards that you build using these subject areas.
Manage Project Assets Using File-Based Data Import
Use the Import Project Assets file-based data import to create, update, and delete large volumes of project assets and project asset assignments.
Improved Usability for Invoice Overview Page
You can experience an improved response time and access information faster with the usability enhancements to the Invoice Overview page.
You can now generate invoices more quickly by specifying a number of instances of the process to be run in parallel. Each instance will process a subset of the contracts, using a system-generated contract number range.
Perform Project Contract Revenue Accounting in Revenue Management
You can perform external project contract revenue accounting in the Revenue Management Cloud Service to meet the more complex accounting requirements of International Financial Reporting Standard 15 and Accounting Standards Codification 606.
Delete Associated Projects for Unprocessed Contract Lines
You have more freedom to modify existing associated projects and tasks. You can delete unwanted associated projects if no billing transactions exist, even if the contract has been made active. You can change the level of a specified branch of the task hierarchy at which an association has been made, if the otherwise conflicting association has been inactivated or is on a canceled or closed contract line. You can reopen a closed contract line if no conflicting active associated projects and tasks exist.
Support Partner Tax Integration for Project Contract Invoices
You can now use third party tax applications for calculation from within the Invoices Work Area UI, but not during the Generate Invoice process.
Ensure Invoice Dates Are in Chronological Order
You can optionally ensure invoice dates on released invoices are in chronological order. After you enable the option, the invoice dates are automatically set to the current date and you cannot change this date when the invoices are released.
Use Receipt Amount for Billing
You can use the receipt amount of expenses as the basis for billing external contracts where the receipt currency matches the invoice revenue currency.
Transfer Performance Obligation Identifier to Receivables
You can transfer the project contract line number, which represents the performance obligation, to Receivables.
Import Internal Contract Lines Using File-Based Data Import
You can import billing attributes for an intercompany contract using file-based data import.
Schedule Generate Revenue Process
You can schedule the Generate Revenue process to run on a user-specified frequency and recognize revenue for new eligible transactions without having to manually increment the transaction date range.
Access Project Performance Dashboard Using Custom Roles
Users other than project managers can access the Project Performance Dashboard and view the projects that they have access to by using a custom role that includes the relevant security privilege. For example, project team members can view the projects to which they are added, project accountants can view the projects that belong to the business units to which they have access, and business unit administrators can view the projects that belong to the business units which they administer.
View Project Performance Reporting Data Using Project Calendar in Real-Time Analyses
You can use the Project Calendar dimension in analyses and dashboards that you build in Oracle Transactional Business Intelligence using the Projects - Performance Reporting Real Time subject area. This enables you to gain a more accurate picture of the performance of your projects through the ITD, PTD, and EAC performance measures based on project calendar periods.
Access Awards by Award Organization Hierarchy
As a department-level award administrator, manage awards belonging to the organizations granted to you instead of the entire business unit. Use the new Grants Department Administrator role to efficiently manage the awards similar to the current business unit level Grants Administrator role.
Fund Award and Award Project in a Different Currency than Ledger Currency
Manage awards in a different currency other than the ledger currency. The projects associated with the award have the same currency as the award currency. Use this feature by clicking the Enable multicurrency option on the Specify Customer Contract Management Business Function Properties page for the corresponding contract business unit.
Warn Users When Supplement Funding is Added Instead of Base Funding
Warn users if they attempt to create the Supplement funding type as initial funding for a funding source instead of the Base funding type.
View Billing Information on the Review Award Page
Grants administrators and principal investigators can view the key billing information of an award, such as invoice method and revenue method, on the Review Award page.
Designate New Tasks as Automatically Scheduled Tasks
Create new tasks and have them designated as automatically scheduled tasks as the default schedule mode. For example, you can create a series of tasks and link them in a dependency chain. When the first task in the chain is designated as automatic, the work plan schedules without the need to enter or modify the date for the first task. This approach modifies the existing default approach where new tasks are designated as manually scheduled tasks until either a predecessor exists or the project manager manually changes the option.
Enhance Project Manager Experience to Directly Plan for HCM Resources
Directly select employees and contingent workers from HCM when planning your projects. When you select the person, the application automatically adds the person as a project enterprise resource with the project team member role. This automation eliminates the need for a project application administrator to get involved and streamlines the project planning process.
Manage Custom Objects Using Application Composer
Create custom objects to track data about an object that is not already delivered with Oracle Project Portfolio Management Cloud. After you create the object, you can then add new fields and design user interface pages where your users can enter object records. Generate REST services for your new objects. For example, you can create a new project risk object to capture and track risks.
Manage Project Status Changes for Nonfinancial Projects Using Workflow
Manage the complete project status life cycle for nonfinancial projects with an enhanced project status model. With the enhanced model, you can define approval workflow for a status, control the actions allowed in any status, and define what the next allowable status is in the life cycle of the project.
Specify a Default Project Starting Status in Project Execution Management
Specify a default initial status for projects created for planning and scheduling work such as nonfinancial projects. You can specify the default initial status for these new projects to be created using the Manage Project Statuses setup task. If there are multiple or no eligible initial project statuses defined, then new nonfinancial projects are assigned the Active status.
Allow Project Managers to Associate the Project to a Project Hierarchy Element
Allow project managers to associate the project to a project hierarchy element when updating the project.
Report on Gate Approvers in Oracle Transactional Business Intelligence (OTBI)
Report on gate approver statuses using Oracle Transactional Business Intelligence (OTBI). You can use OTBI to create reports and analytics showing gate approver details such as approver name, status, comments, and approval date.
Secure the Ability to Create Projects
Restrict which project managers have the ability to create projects using a security privilege and implementation-defined user roles. For example, the project management office can create a new role for associate project managers so that they can maintain existing projects, but not create any new projects, while allowing senior project managers to create and update projects.
Track Actual and Remaining Expense Amounts Separately from Planned Expense Amounts
Capture actual and remaining expense amounts separately from the planned expense amount for the project tasks. For example, project managers can now capture the actual or remaining expense amounts that are beyond or within the planned expense amount. Project managers can compare planned, actual, remaining, and current expense amounts on the Manage Project Plan page or use Oracle Transactional Business Intelligence to analyze project expenses in detail.
Manage Gate Approvers in Work Plan Templates
Add gate approvers to projects when gates are added from work plan templates. Maintain current gate approvers for individual gates in work plan templates.
Resource managers can nominate resources for a project resource request. Project managers review the nominated resources and update the status of nominated resources as the evaluation process progresses. Resource managers can update the resource status on the request as needed. Project managers select the resource that best fits the needs of the project, determine the desired assignment status, and request approval of the resource from the resource manager. Resource managers review the requested resource and approve or reject the resource's assignment to the project based on the most current staffing demands.
Oracle PPM Cloud Mobile Innovation
Enable team members to save time while entering time on projects and tasks using the default values the app prepopulates from similar time entries from previous weeks. They can even quickly add time entries from the main time card page and create time entries while not connected to the internet. Finally, they can preview a summary of the time entered before submitting their time card.
Control Progress Reporting by Project Team Members Based on Project Status
Specify the project statuses in which team members can report progress against the project tasks they are assigned. Team members will not be able to access tasks to progress them for a project with a status for which progress reporting by team members is not allowed. This applies to the web application, REST services and Oracle PPM Cloud Mobile applications.
Display Project-Level Information in the View-Only Project Plan
Display project-level information, such as project manager, calendar, and schedule type along with extensible project attributes from the view-only project plan.
Display Deliverables in the View-Only Project Plan
Display deliverables associated to tasks from the view-only project plan. This enables anyone with access to the view-only project plan to see the latest information about key project deliverables.
Provide Access to View-Only Project Plans for Participants of the Project Hierarchy
Provides access to the project plan in view-only mode to participants of an element in the project hierarchy of the Enterprise Project Structure. Access to the view-only project plan is through Oracle Task Management Cloud.
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 |
|---|---|---|
| 23 APR 2018 | Review Project Period Close Exceptions in an Analysis | Updated document. Revised feature name and description. |
| 23 APR 2018 | Enhanced Exception Handling for Projects Import Using File-Based Data Import | Updated document. Revised feature description. |
| 06 APR 2018 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update.
DISCLAIMER
The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.
Leverage New Project Contextual Action
Use the project contextual actions throughout Oracle PPM Cloud. Project contextual actions enable you to view information and navigate and perform project-related actions while in the context of your current work.
Quickly Access Another Project from Anywhere in Project Financial Management Work Area
Access a project from anywhere within the Project Financial Management work area by simply searching by project name. When you select a project, you will navigate to the Project Overview page in the context of that project.
Review Project Period Close Exceptions in an Analysis
Project accountants can review project period close exceptions using the Projects - Period Close Exceptions subject area in Oracle Transactional Business Intelligence. They can create their own analysis and view pending transactions by using dimensions such as project, task, expenditure type, project organization, and type of message.
Allow Negative Burden Multipliers
Apply negative burden multipliers to calculate the burdened cost, revenue, or bill amount of expenditure items that are only partially reimbursable.
Use the Project Customer Dimension with the Projects - Cross Subject Area Analysis - Real Time Subject Area
Added dimensions for Project Customer added to the Projects – Cross Subject Area Analysis – Real Time for enhanced ability to create analysis based on the project customers associated with projects.
Previously this subject area included all the key financial measures for forecast, cost, budget, revenue but lacked effective ways to create analysis to show this information based on Project Customers. As a result, it was not possible to show these measured by customer.
With the addition of these new Project Customer dimensions, it is now possible to more effectively report on project financials by the Customer associated to the project on the Parties tab found by selecting Manage Financial Project Plan from the Tasks menu on the Project Overview.
Allow Percentage Field in Project Classification Codes to Contain Decimals
Users can now assign project classifications and codes to a project using percentages in decimals (Example: 20.5% Internal 79.5% Federal).
Save Time Searching for Projects Due to Retained Search Results
Allows user to search for a set of projects using a search criteria, and then retain the search in order to work efficiently on them without querying for them again.
Enhanced Exception Handling for Projects Import Using File-Based Data Import
File-Based Data Import lets users load data into Oracle Cloud Applications from external sources such as legacy systems or third-party applications. In the current reporting framework, users upload data from an Excel template and the success or error report data is shown in the form of a PDF report. The new framework additionally provides end users with a downloadable Excel file containing the error report. The users can use the Excel file to correct the errors and upload the data into the application.
Refresh Currency Conversion Rates
Retrieve the latest currency conversion rates defined in the application during financial project planning, budgeting, and forecasting. For example, you plan for the next five years with the current currency conversion rates. Later, you can choose to refresh the rates to update your plan based on the latest available information.
Assign Resource at Line Level or Periodic Level Using File-Based Data Import
You can choose whether to enter data for resource assignments at line level or periodic level for budget lines or forecast lines using file-based data import.
Defer Budget Generation When Setting a Financial Project Plan Baseline
Set the financial project plan baseline and continue with other activities such as capturing progress without waiting for the generation of a budget version to be completed. The application will either immediately generate the budget version or defer the generation using background processing based on the size of the project.
Derive Amounts Automatically Using File-Based Data Import
Calculate amounts for rate based resources while creating budget or forecast lines using file-based data import. When specifying only quantity, the import process will determine the rate and calculate the amounts for the line based on the rate settings of the respective financial plan type.
Create and Assign Resources to a Project Forecast Using a SOAP Service
Create and assign new resources to a project forecast when you create forecasts using the Project Forecast SOAP service.
Automatically Add Resources to Planning Resource Breakdown Structures
Add resources to the planning resource breakdown structure of a project after you complete planning and scheduling and choose the action to update the financial plan. If a project uses a project-specific planning resource breakdown structure, then the update process automatically adds any missing resources for named-person and expenditure type resource formats.
Maintain Workflow and Multicurrency Settings on Financial Plan Types
Project application administrators can easily maintain the existing financial plan types by allowing modifications to the workflow status change attribute. They can also enable a financial plan type for multicurrency after creating a financial plan type version.
View Bill Rate Overrides for Managing Project Costs
You can view the bill rate override values for an expenditure item in the Manage Project Costs page. These values are also available for reporting within the Project Costing – Actual Costs Real Time and the Project Costing – Expenditure Item Performance - Real Time subject areas. The values that are now displayed are Override Source Application, Source Reference Identifier, Override Bill Rate, and Override Bill Rate Currency.
Review and Approve Project Cost Adjustments
Review the adjustments performed on your project costs and then approve or reject the adjustments based on your business rules. You can use the newly added project cost attributes such as expenditure type, project type, expenditure organization, funding source, and so on to configure your business rules appropriately in the approval workflow.
Create External Project Commitment Transactions Incrementally Using a SOAP Service
Use the Project Unprocessed Commitment Transaction SOAP service to create external project commitment transactions incrementally. You don't have to purge existing external commitment transactions for a transaction source or project to create new external commitment transactions for the project. This feature enables you to create only the new external commitment transactions without having to manually track and maintain existing external commitment transactions outside the application.
Mobile Project-Based Time Capture Ease of Entry and Navigation
Project team members want to be able to quickly navigate and easily enter their actual time worked. Team members can add time entries for a selected day and those same time entries will automatically be included for the remaining days within the time period. The start day of the mobile time card user's standard work week will be determined by the start day of the time period in the web application.
Drill Down to a Project Contract Invoice and Billing Event Detail from Real-Time Analysis
You can now navigate from an Oracle Transactional Business Intelligence (OTBI) report containing project contract billing information to view a specific invoice or billing event in the application.
Invoice Internal Contracts with Open Receivables or Post to GL Indicators Unchecked
You can choose to set the Open Receivables or Post to GL indicators on the Accounts Receivable Transaction Type setup to Yes or No for Intercompany and Interproject contracts. Currently you must set the Open Receivables and Post to GL indicators to Yes for Oracle Receivables Cloud to process the invoices.
Contract Amendment Without Versioning
You can now decide if you want a new version created each time you amend a contract. Versioning provides a historical record of the changes made to a contract and allows you to abandon the changes made and revert to the previous version. Versioning also allows you to generate invoices and recognize revenue from a previously active version without reactivating the current version. Not versioning a contract may contribute to better performance as there is less historical data to retrieve and process, but prevents invoicing and revenue recognition for the contract while it is under amendment.
Expanded Cross-Subject Area Reporting Between Project Billing and Receivables
Create more robust cross-subject area reports between project billing and receivables subject areas leveraging new common dimensions for enhanced ability to bring data from both areas together in a single analysis.
The Project Contract Header folder and related dimensions are added to the Receivables - Transaction Real Time subject area and the Transaction Date and Transaction Number are added to the Project Billing - Invoices Real Time subject area.
Allow Invoice Processing in Any Sequence
You can choose to allow project contract invoices to be processed through their normal life cycle in any order. You no longer need to submit, approve, or release invoices in ascending invoice number sequence.
Performance Obligation Accrual
You can now record the initial performance event that accrues the contract asset and contract liability for a performance obligation, under the new IFRS 15 and Accounting Standards Codification 606 revenue guidelines.
Identify a Contract for Migration of Invoice and Revenue Details
You can identify a contract in Oracle Sales Cloud to migrate invoicing and revenue details from an external system to Oracle PPM Cloud. The identified contract generates revenue and invoice only for events marked for migration. Invoicing and revenue recognition for new transactions is processed only if the Migration in progress indicator is turned off.
Project Optionally Required on Billing Event
You can choose to require each active contract line to have at least one associated project and every billing event to have a project specified. You can use the new Manage Administrator Profile option to enforce projects on all events and then use the information to define subledger accounting based on the project selected on the event.
View Project Performance Reporting Data in Real-Time Analyses
View project performance reporting data by creating analyses and dashboards using the Projects - Performance Reporting Real Time subject area in Oracle Transactional Business Intelligence. You can create real-time analyses to view metrics, such as ITD actual cost, ITD revenue, and EAC budget cost for projects in both project and ledger currencies. You can also view summarized data for the task hierarchy, resource hierarchy, and specific tasks and resources for a project or group of projects.
Drill Down to Award Overview from Real-Time Analysis
You can now drill down from an Oracle Transactional Business Intelligence analysis to the Award Overview page.
Allow for Projects not Enabled for Budgetary Control to be Created in Quick Create Award
Grants administrators and principal investigators can create and associate projects that are not enabled for Budgetary Control on the Create Award page.
Enhanced User Interface for Grants Management
Grants Administrators and Principal Investigators can define their own landing page. By using this enhanced user interface and the specific search function, they can quickly and more efficiently access information and complete daily activities. Additionally, they can get an overview of the most recent awards or initiate actions from a single window.
Use Facet Filters to Efficiently Manage Project Resources
Use the facet filter on the Manage Project Resources page to filter and search on a variety of resource-related fields. As the project manager, use keyword search to locate resources by name, status, and role to display specific resources in the search results when sorting through larger quantities of resources on projects.
Schedule projects as of a specific date in the past or future. For example, project managers can schedule legacy projects as of a past date, or pipeline projects that are yet to start on a future date.
Create and Read Change Orders Using a REST Service
Create and read project change orders using a Representational State Transfer (REST) Service. This service enables you to transfer or read change orders from external applications.
Propose Multiple Resources for Project Resource Request
Resource managers can propose multiple resources for a project resource request. Project managers can review the proposed resources and select and approve the resource that best fits the project. In the case of a request for multiple resources, project managers can select and approve up to the number of resources requested.
Define security so that resource managers can only view and select resources from a limited set of resource pools. They can't see or assign resources from other resources pools. This approach secures resources across the organization and increases their efficiency in searching and staffing resources they are authorized to staff.
Track Work Items in View-Only Project Plan
Exposes information on the work items related to a task in the View-Only Project Plan. Viewers of the project plan can track work items that drive the completion of the task without having to navigate to the Task Details page for each task, and can also use the work items to navigate to the associated objects.
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 |
|---|---|---|
| 12 JAN 2018 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in Oracle Project Portfolio Management Release 18A.
DISCLAIMER
The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.
Project Foundation includes common components that are shared across products within Oracle Project Portfolio Management Cloud. It includes the basic project plan structure and components such as resource breakdown structures, rate schedules, pricing, burdening, and cross-charge processing, as well as delivered integration to Microsoft Project.
Simplified Microsoft Project Integration for Project Financial Management
Allow users with the Project Administrator role to download and use Microsoft Project client from the Project Financial Management work area.
Use Facet Filters to Search for Your Projects
Use the facet filters and keyword search capabilities to quickly find the projects that you want to view. You can filter for projects by their status and other key attributes. You can also search by project number or name.
Enhanced Exception Handling for Project Rate Schedule Import
Use the new Excel based error report generated for the Import Project Rate Schedules process to review the reported errors, correct them and resubmit the file for import processing. In case of no errors, the output section of the scheduled process will only show the PDF report; otherwise the output section will have both the Excel and PDF reports.
Oracle Project Costing Cloud captures commitments and costs from across Oracle Cloud 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.
Project and Task Search Enhancements in Oracle Time and Labor Cloud
Efficiently search for project-related time cards in Oracle Time and Labor Cloud based on project number and task number. Quickly retrieve the list of time cards that have entries for a particular project or task.
Add Time Entries from Favorite Time Cards in Oracle Time and Labor Cloud
Identify your favorite time cards and later select from a list of favorite time cards to quickly add entries to a time card. You have an option to either replace existing time card entries or add to any existing time card entries. You can then update the hours per day, modify or remove entries, or add additional entries as needed. The entries can be project or non-project related, depending on the time card format. The favorite can represent recurring project work, a training week, or any other repeating pattern that you want to reuse in the future to accelerate time entry.
Assignment of Assets to Multiple Tasks Within Application Development Framework Desktop Integration
You can now assign an asset to multiple tasks using the Create and Assign Assets Application Development Framework Desktop Integration (ADFdi) spreadsheet.
Support Provider and Receiver Fiscal Calendar as Valid Dimensions to Commitment Fact
You can now report on Project Commitments using the Fiscal and Receiver Fiscal Calendars using the Project Costing - Commitments Real Time subject area.
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.
Application Composer for Project Execution Management
Include business-specific attributes on project resource requests, deliverables, issues, and backlog items using Application Composer. You can quickly and easily add attributes in addition to meet your specific business needs.
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.
Automatically Capture Hours Worked from Project Costing for Utilization
Capture actual hours worked for resources as part of the financial management of a project and use that information for utilization calculations. You can schedule regular updates to resource utilization metrics from actual hours captured on time cards.
Edit Multiple Project Resource Assignments and Requests
You can easily edit multiple project resource assignments and requests. For example, if project dates moved, you can quickly adjust the impacted project requests by the same number of working days. You can also easily maintain multiple project resource assignments and requests respectively.
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