Oracle Project Portfolio Management Cloud
What's New
  1. Update 19B
  1. Revision History
  2. Overview
  3. Optional Uptake of New Features (Opt-In)
  4. Feature Summary
  5. Common Technology and User Experience
    1. REST APIs for Oracle PPM Cloud
      1. Project Resource Management
        1. Cancel or Adjust Project Resource Assignments Using a REST Service
      2. Project Management
        1. Maintain Project Plans Using a REST Service
        2. Read Project and Resource Calendar Events Using a REST Service
      3. Project Costing
        1. Update Unprocessed Project Costs Using a REST Service
        2. Manage Descriptive Flexfields for Project Costs Using a REST Service
        3. Manage Project Template Asset and Asset Assignments Using a REST Service
      4. Project Foundation
        1. Manage Project Template Setup Options Using a REST Service
      5. Project Control
        1. Manage Project and Award Budget Descriptive Flexfields Using REST Services
        2. Manage Financial Project Plan Descriptive Flexfields Using a REST Service
        3. Manage Project Forecast Descriptive Flexfields Using a REST Service
        4. Create Forecast Versions Manually Using a REST Service
      6. Grants Management
        1. Create Awards from a Template Using a REST Service
  6. Oracle PPM Cloud
    1. Project Resource Management
        1. Track Resource Billable Availability
        2. Generate Public Events on Project Resource Request Status Changes
    2. Task Management
        1. Expanded Options for Mobile Login Experience
    3. Project Management
        1. Usability Enhancements for Managing Labor Resources on a Project
        2. Reference Projects, Tasks, and Project Enterprise Resources Using Application Composer
    4. Project Billing
        1. Reduce the Number of Clicks for Repetitive Invoice Searching
        2. Define Advanced Revenue Methods
        3. Manage Bill Plan Overrides Using a SOAP Service
        4. Allow Bill-To Contact on Bill Plan to be Optional
        5. Enable Review and Approval of Credit Memos
        6. Remove Approved and Rejected Invoices from Approval Worklist
        7. Reduce the Time to Load the Edit Invoice Page
        8. Define and Use an Always Eligible Billing Cycle
        9. Adjust Released Invoices During Generate Invoice Process
        10. Support a Billing Cycle Consisting of a User-Specified Day, Interval, and Frequency
        11. Use Project as a Common Dimension Between Project Billing and Receivables
    5. Project Costing
        1. Create a Material Request and Transfer from Common Inventory to Project Expense
        2. Capture Costs for Sponsored Projects Funded by Multiple Funding Sources Using ADFdi Spreadsheets
    6. Project Foundation
        1. Allow Burden Schedule Version Dates to be Modified
        2. Specify Additional Information While Creating Projects
    7. Project Control
        1. Set Budgetary Control Enabled Budget to Baseline with Future-Dated Budget Manager
        2. Attach Project Documents in Financial Plan Version Approval Notifications
    8. Project Performance Reporting
        1. Simplified Reporting Setup for Project Units
    9. Grants Management
        1. Control Burdening for Internal Funding Sources
        2. Manage Burden Rate for Award Efficiently

Update 19B

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 MAY 2019 Track Resource Billable Availability Updated document. Revised feature information.
22 MAR 2019   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.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

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.

OPT-IN EXPIRATION

Some features include an opt-in expiration update, after which they are no longer optional. If you have not opted in to the feature by the expiration update, it will automatically be enabled for you in that update.

Click here to review details of all Oracle Applications Cloud features with an upcoming opt-in expiration update.

Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.


Customer Action Required = You MUST take action before these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Feature Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Customer Must Take Action before Use by End Users
(Feature Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Customer Action Required

Common Technology and User Experience

REST APIs for Oracle PPM Cloud

Project Resource Management

Cancel or Adjust Project Resource Assignments Using a REST Service

Project Management

Maintain Project Plans Using a REST Service

Read Project and Resource Calendar Events Using a REST Service

Project Costing

Update Unprocessed Project Costs Using a REST Service

Manage Descriptive Flexfields for Project Costs Using a REST Service

Manage Project Template Asset and Asset Assignments Using a REST Service

Project Foundation

Manage Project Template Setup Options Using a REST Service

Project Control

Manage Project and Award Budget Descriptive Flexfields Using REST Services

Manage Financial Project Plan Descriptive Flexfields Using a REST Service

Manage Project Forecast Descriptive Flexfields Using a REST Service

Create Forecast Versions Manually Using a REST Service

Grants Management

Create Awards from a Template Using a REST Service

Oracle PPM Cloud

Project Resource Management

Track Resource Billable Availability

Generate Public Events on Project Resource Request Status Changes

Task Management

Expanded Options for Mobile Login Experience

Project Management

Usability Enhancements for Managing Labor Resources on a Project

Reference Projects, Tasks, and Project Enterprise Resources Using Application Composer

Project Billing

Reduce the Number of Clicks for Repetitive Invoice Searching

Define Advanced Revenue Methods

Manage Bill Plan Overrides Using a SOAP Service

Allow Bill-To Contact on Bill Plan to be Optional

Enable Review and Approval of Credit Memos

Remove Approved and Rejected Invoices from Approval Worklist

Reduce the Time to Load the Edit Invoice Page

Define and Use an Always Eligible Billing Cycle

Adjust Released Invoices During Generate Invoice Process

Support a Billing Cycle Consisting of a User-Specified Day, Interval, and Frequency

Use Project as a Common Dimension Between Project Billing and Receivables

Project Costing

Create a Material Request and Transfer from Common Inventory to Project Expense

Capture Costs for Sponsored Projects Funded by Multiple Funding Sources Using ADFdi Spreadsheets

Project Foundation

Allow Burden Schedule Version Dates to be Modified

Specify Additional Information While Creating Projects

Project Control

Set Budgetary Control Enabled Budget to Baseline with Future-Dated Budget Manager

Attach Project Documents in Financial Plan Version Approval Notifications

Project Performance Reporting

Simplified Reporting Setup for Project Units

Grants Management

Control Burdening for Internal Funding Sources

Manage Burden Rate for Award Efficiently

Common Technology and User Experience

REST APIs for Oracle PPM Cloud

Project Resource Management

Cancel or Adjust Project Resource Assignments Using a REST Service

Using the Project Resource Assignment REST service, project managers, resource managers, and project implementation specialists can cancel project resource assignments or adjust project resource assignment dates.

We are introducing the following two new custom actions on the existing projectResourceAssignments REST resource:

  • adjustAssignmentSchedule
  • cancelAssignment.
Action Action Type Description

adjustAssignmentSchedule

Custom

Perform project resource assignment schedule change with this action. The schedule change can happen due to assignment date changes or changes in assignment hours per day. The assignment must be in Confirmed or Reserved status to perform this action.

cancelAssignment

Custom Cancel a project resource assignment. The assignment must be in Confirmed or Reserved status to perform this action.

The payload attributes of the custom actions includes a flag "ApproveFlag" which lets the caller approve the action at the time of calling the service.

The table below provides the behavior of the action based on ApproveFlag:

Custom Action Approve Flag Value Action

AssignmentAdjustment

TRUE or FALSE

Resource Managers and Project  Implementation Specialists can optionally pass TRUE or FALSE value for this flag. If it’s TRUE, assignment will be adjusted, if the value is FALSE, approval will be initiated.

For a Project Manager, the value is defaulted to FALSE. Adjustment by a project manager always initiates an approval flow.

 CancelAssignment  TRUE or FALSE

Resource Managers and Project Implementation Specialists can optionally pass TRUE or FALSE value for this flag. If it’s TRUE, assignment will be canceled, if the value is FALSE, approval will be initiated. For a Project Manager, the value is set to TRUE, irrespective of what is passed in. Cancelation by a project manager does not submit approval flow.

We have also included in both custom actions, a flag to indicate if the action is called in the Project Management flow or in Resource Management Flow. The payload attribute is "ProjectManagementFlowFlag". If no value is passed for this attribute, then the default setting is that the action is called in Resource Management flow. The Resource Management flow is the primary flow for the Resource Managers and the flag should be set to False if the caller is a Resource Manager or is a Project Implementation Specialist. If the caller of the service is a Project Manager who is performing the action for one of his projects, then the flag value should be set to True.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API).  If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Tips And Considerations

Ensure you know the flow you are calling the service in - Project Management Flow or Resource Management Flow and set the flag for the custom actions accordingly.

Key Resources

  • Related Help: REST API for Oracle Project Portfolio Management Cloud guide

Role Information

The REST service endpoint is protected by the following roles:

  • Resource Manager (PJR_MANAGE_RESOURCE_ASSIGNMENT_CHANGES_PRIV)
  • Project Implementation Specialist (PJR_RUN_IMPORT_PROJECT_RESOURCE_ASSIGNMENTS_PROCESS_PRIV)
  • Project Manager (PJT_MANAGE_PROJECT_WORK_PLAN_RESOURCE_ASSIGNMENT_PRIV)

Project Management

Maintain Project Plans Using a REST Service

As a project manager, use the Project Plans REST service to maintain the project plan and perform additional actions. You can now delete tasks, milestones, resources, dependencies, and gates.

You can review payload examples for the Project Plans REST service in the REST API for Oracle Project Portfolio Management Cloud guide.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API).  If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Tips And Considerations

For example, use the service to delete the following:

  • Tasks
  • Dependencies
  • Milestones
  • Gates
  • Gate approvers
  • Expense resource assignments to tasks
  • Labor resource assignments to tasks

Key Resources

  • Related Help: REST API for Oracle Project Portfolio Management Cloud guide

Role Information

Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)

  • Privilege: Manage Project Work Plan (PJT_MANAGE_PROJECT_WORK_PLAN)
  • Data privilege: Manage Project Work Plan Data (PJT_MANAGE_PROJECT_WORK_PLAN_DATA)
    • The user must also be a project manager or a custom project manager of the project in order to have data access to the project information.

Read Project and Resource Calendar Events Using a REST Service

Read project and resource calendar events using the Project Events and Resource Events REST services. Use the services to read events that are associated with a specific project or resource. For example, an off-site training meeting for the project team or training for a resource.

You can review payload examples for the Project Events and Resource Events REST services in the REST API for Oracle Project Portfolio Management Cloud guide.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API).  If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Tips And Considerations

  • Use the Project Events REST resource to read project-specific calendar events.
  • Use the Resource Events REST resource to read resource-specific calendar events.
  • How to create calendar events:
    • Project managers can create and edit project calendar events from the Manage Project Calendar page in the Project Management work area. They can also create and edit resource calendar events for people on the project.
    • Individual resources can create and edit resource calendar events from the Calendar on the Team Member Dashboard.
    • Project application administrators can import resource calendar events from Oracle Absence Management Cloud. They can also use the Project and Resource Calendar SOAP service to create, read, update, and delete events.

Key Resources

  • Related Help: REST API for Oracle Project Portfolio Management Cloud guide

Role Information

PROJECT CALENDAR EVENTS

  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
    • Privilege: Manage Project Calendar (PJT_MANAGE_PROJECT_CALENDAR)
    • Data privilege: Manage Project Work Plan Data (PJT_MANAGE_PROJECT_WORK_PLAN_DATA).
      • The user must also be a project manager or a custom project manager of the project in order to have data access to the project information.

RESOURCE CALENDAR EVENTS

  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
    • Privilege: Manage Project Calendar (PJT_MANAGE_PROJECT_CALENDAR)
  • Team Collaborator (ORA_PJF_TEAM_COLLABORATOR_ABSTRACT)
    • Privilege: Manage Project Tasks (PJL_MANAGE_PROJECT_TASKS_PRIV)

Project Costing

Update Unprocessed Project Costs Using a REST Service

Update unprocessed project cost attributes such as person, job, and transaction currency using the Unprocessed Project Costs REST service. Using this feature, you can also update unprocessed project costs for which accounting events are already generated.

You can update the following attributes for unprocessed project costs by performing a PATCH operation on the unprocessedProjectCosts resource:

  • Person Name
  • Person Number
  • Email
  • Person ID
  • Person Type
  • Person Type Code
  • Assignment Name
  • Assignment Number
  • Assignment ID
  • Job
  • Job ID
  • Accrual Item
  • Transaction Currency Code
  • Raw Cost Rate in Transaction Currency
  • Burdened Cost Rate in Transaction Currency

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API).  If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Tips And Considerations

You can update unprocessed project costs:

  • That belong to third-party transaction sources.
  • For which funds haven't been reserved against control budgets.

Key Resources

  • Related Help Topic: REST API for Oracle Project Portfolio Management Cloud guide

Role Information

  • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
  • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)

Manage Descriptive Flexfields for Project Costs Using a REST Service

Manage descriptive flexfields to capture additional information for your project costs using the Expenditure Items REST service. Using this service, you can view and update the project costs descriptive flexfields through the ProjectExpenditureItemsDFF resource under the projectExpenditureItems resource. You can use up to 10 alphanumeric descriptive flexfield attributes to capture this additional information.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API).  If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

  • Related Help Topic: REST API for Oracle Project Portfolio Management Cloud guide

Role Information

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

Manage Project Template Asset and Asset Assignments Using a REST Service

Add project assets and asset assignments at the project template level using a REST service. This is an addition to the Project Assets and Asset Assignments REST service, which already supports the adding and querying project assets and asset assignments at the project level.

You can review payload examples for the Project Assets and Asset Assignments resources in the REST API for Oracle Project Portfolio Management Cloud guide.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API).  If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Tips And Considerations

  • The existing Project Assets and Project Asset Assignments REST resources have been enhanced to add, retrieve, and update project assets and asset assignments for project templates.

Key Resources

  • Related Help Topic: REST API for Oracle Project Portfolio Management Cloud guide

Role Information

  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
  • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
  • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
  • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)
  • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)

Project Foundation

Manage Project Template Setup Options Using a REST Service

View and update setup options in project templates using a REST service. Setup options in a project template determine the sections that will be accessible to the users for the projects that are created from the project template. While the values for setup options are defaulted during creation of the project template, you can use the Setup Options REST service to update the values for a specific project template based on your business requirements.

You can review payload examples for the Project Template Setup Options resource in the REST API for Oracle Project Portfolio Management Cloud guide.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API).  If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Tips And Considerations

  • The Project Template Setup Options REST service is a child resource of the existing Project Templates REST service.

Key Resources

  • Related Help Topic: REST API for Oracle Project Portfolio Management Cloud guide

Role Information

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

Project Control

Manage Project and Award Budget Descriptive Flexfields Using REST Services

Use various REST services to manage descriptive flexfields for project and award budgets. Using these services, you can manage descriptive flexfields for project and award budget versions and the planning lines for these versions. This feature enables you to view, create, and update these flexfields as per your business needs to capture and display additional information. This provides more flexibility to your project and award budget versions by enabling you to accommodate extra information that you want to track for planned resources and planning amounts in your budgets. You can use up to 30 alphanumeric descriptive flexfield attributes to capture this additional information.

You can view, create, and update the descriptive flexfields using the Award Budgets and Project Budgets REST services. You can also view the descriptive flexfields using the Award Budget Summary and Project Budget Summary REST services.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API).  If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Review the changes to the following services, and update your REST client:

  • Award Budgets
  • Project Budgets
  • Award Budget Summary
  • Project Budget Summary

Key Resources

  • Related Help Topic: REST API for Oracle Project Portfolio Management Cloud guide

Role Information

  • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)
  • Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB)
  • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)

Manage Financial Project Plan Descriptive Flexfields Using a REST Service

Manage descriptive flexfields for financial project plans using the Financial Project Plans REST service. Using this service, you can manage descriptive flexfields for resource assignments and planning amounts for the resource assignments. This feature enables you to view, create, and update these flexfields as per your business needs to capture and display additional information. This provides more flexibility to your project plans by enabling you to accommodate extra information that you want to track for planned resources and planning amounts in your financial project plans. You can use up to 30 alphanumeric descriptive flexfield attributes to capture this additional information.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API).  If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

  • Related Help Topic: REST API for Oracle Project Portfolio Management Cloud guide

Role Information

  • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
  • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT)

Manage Project Forecast Descriptive Flexfields Using a REST Service

Manage descriptive flexfields for project forecasts, using the Project Forecasts REST service. You can also manage descriptive flexfields for project forecast versions and the planning lines for the versions. This feature enables you to view, create, and update these flexfields as per your business needs to capture and display additional information. This provides more flexibility to your project forecast versions by enabling you to accommodate extra information that you want to track for planned resources and planning amounts in your forecasts. You can use up to 30 alphanumeric descriptive flexfield attributes to capture this additional information.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API).  If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

  • Related Help Topic: REST API for Oracle Project Portfolio Management Cloud guide

Role Information

  • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)
  • Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB)
  • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)

Create Forecast Versions Manually Using a REST Service

Create project forecast versions manually using the Project Forecasts REST service instead of generating or copying from another source such as a project budget or financial project plan. When you create a forecast version manually, you can create a forecast version from scratch instead of inheriting forecast amounts or settings from previously created forecast versions. This feature provides you more control over the creation of your forecast versions using a REST service so that you can create new versions differently from the ones that you have created earlier.

For example, you can create forecast versions, assign planning resources for various tasks, and enter summary and periodic planning amounts using the REST service.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API).  If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

  • Related Help Topic: REST API for Oracle Project Portfolio Management Cloud guide

Role Information

  • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)
  • Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB)
  • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)

Grants Management

Create Awards from a Template Using a REST Service

Create an award from an existing award template using the Awards REST service. You can then submit the award for approval. Additionally, you can use the validate service to ensure that the award is correctly created. After you create an award, you can update and retrieve award child resources such as award funding, award project, and list of view resources such as principal investigator.

You can review payload examples for the service in the REST API for Oracle Project Portfolio Management Cloud guide.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API).  If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Tips And Considerations

Using the award REST service, you can:

  • Create an award by specifying an existing award template.
  • Submit the award for approval, the same as 'Submit Award' action in the UI. You can set the ‘Contract Status’ flag to 'Pending Approval' using PATCH to enable this operation.
  • If ‘ContractStatus’ flag is set to ‘Active’ the award will be moved to Active status.

When the award is submitted for approval, attributes revenue plan name, bill plan name, contract line name will contain the default values unless specified otherwise.

While submitting an award for approval or when changing the status to Active or when the attribute ‘AwardValidationNeededFlag’ is set to 'Y', the award is validated. At least one project should be associated and all the associated projects needs to be active for validation to succeed.

Example Award Approval Payload Patch:

{

ContractStatus: "Pending Approval"

DocumentNumber: "<any unique document number>"

}

You must perform this operation on a specific award in draft status. You must specify 'DocumentNumber' if award is federal and enabled for letter of credit, when you run this operation.

Key Resources

  • Related Help: REST API for Oracle Project Portfolio Management Cloud guide

Role Information

The REST service endpoint is protected by the GMS_MANAGE_AWARD_SERVICE_PRIV. Add this to your custom roles to gain access.

Seeded role with this privilege:

  • Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR)
  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)
  • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)

Oracle PPM Cloud

Project Resource Management

Track Resource Billable Availability

Manage project resource assignments to maximize billable hours and thus profitability. Resource managers can now see whether a new assignment request is for a billable or nonbillable assignment, and are able to view the available capacity score for a resource based only on current billable assignments. Create analyses in Oracle Transactional Business Intelligence based on the distinction between billable and nonbillable assignments. Review resource utilization focusing on billable assignments or all assignments.

When responding to a project resource request, resource managers can now optimize the use of resources for billable assignments by taking into account the Assignment Type (billable or nonbillable) specified on the request. In addition, the requester can specify if the assignment will be less than fully billable and explain why. This gives the resource manager further insight to assist with balancing resource demand with supply.

When evaluating potential suitable resources for a request for a billable assignment, resource managers can see available capacity score based on just existing billable assignments of the resource. With this information, resource managers can differentiate between a resource who is working on billable assignments and one who is working on nonbillable assignments and can staff accordingly.

Organizations that do not allow overbooking on billable assignments have the option to prevent assignment of a resource to billable projects for more than 100% of their calendar capacity.

Resource managers can review resource projected and actual utilization in the resource manager dashboard and decide if they want to view the metrics for billable assignments only or all assignments.

Project Resource Request with Assignment Type

Resource Manager Dashboard Showing Billable Utilization

Billable Assignment Options for Available Capacity and Assignment Overbooking

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Project Execution Management                         

There is optional setup available to fully utilize the feature:

The project application administrator can define billable percent reasons that resource managers and project managers can use for requests and assignments:

  1. Navigate to the Setup and Maintenance work area.
  2. Search for the Manage Standard Lookups setup task.
  3. Find the ORA_PJR_BILLABLE_PERCNT_REASON lookup type.
  4. Edit or add lookup codes.

The project application administrator can select what assignments will be factored in the available capacity score and whether to allow overbooking for billable assignments:

  1. Navigate to the Setup and Maintenance work area.
  2. Search for the Manage Project Resource Management Implementations Options task.
  3. In the Billable Assignments section, select what mix of assignments will be used to calculate the available capacity score:
    • All assignments and nonproject events
    • Billable assignments and nonproject events
    • Billable assignments only
  4. Determine whether to allow overbooking of billable assignments.

Tips And Considerations

  • Assignment type is not required to be specified on project resource requests and project resource assignments.
  • The billable percent value is for information only and is not used for any calculations of billing or forecasts.
  • Assignment type can be edited on open requests and confirmed or reserved assignments.
  • Existing assignments and requests will not have a value for Assignment Type. They will be treated as nonbillable when considering available capacity.  
    • Assignment Type can be set for existing assignments and requests if desired.

Key Resources

Related Help Topics:

  • Resource Assignment Type in the Using Project Execution Management guide
  • How can I edit the billable percent reason? in the Using Project Execution Management guide
  • Can I distinguish if a request is for a billable or nonbillable assignment? in the Using Project Execution Management guide
  • Define Project Resource Management Configuration: Overview in the Getting Started with Your PPM Implementation guide

Role Information

  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
  • Resource Manager (ORA_PJF_RESOURCE_MANAGER_JOB)

Generate Public Events on Project Resource Request Status Changes

Create public business events for status changes to project resource requests. The application generates a business event for all project resource request status changes, such as going from draft to open status or when a resource is proposed or nominated to fulfill the request. In addition, the event is generated for adjustments, such as assignment adjustments or cancellations, based on the project resource request that the application creates for these adjustments. You can use this event to streamline your business processes. For example, when a project resource request has a resource nominated or proposed for an assignment, you can use the event to initiate activity in Oracle Integration Cloud (OIC) to manage resource approval. Alternatively, when a request goes to open status and you have added an attribute that tracks internal advertising of the open request, then you can use the event and Oracle Integration Cloud to get the request information and send it to a third party system.

Following are the details of the project resource requests status change public event:

Public Event Local Name Public Event Display Name Public Event Description

ProjectResourceRequestStatusChanged

Project Resource Request Status Changed

The public business event is generated whenever the status of a project resource request is changed.

Payload Attributes for the event are as follows:

Attribute Display Name Attribute Name Attribute Description

ResourceRequestId

Request ID

Identifier of the project resource request.

ProjectID Project ID

Unique identifier of the project associated to the resource request.

StatusCode

Request Status Code

Code of the resource request status.

PreviousStatusCode

Previous Request Status Code

Code of the previous resource request status before it changed to result in the business event.

LastUpdatedByUserName

Last Updated By

Name of the person who last updated the record.

You can now set up Oracle Integration Cloud to subscribe to events for project resource request status change and call your own custom approval flow.

Integration of Resource Request Status Change public event to a custom process using Oracle Integration Cloud

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Project Execution Management                         

Once you enable the feature, you can subscribe to the event in Oracle Integration Cloud to start your own custom flow based on request status change.

Tips And Considerations

  • This public event is raised whenever the status for a project resource request changes. For example, when a request goes from Open to Nominated for Assignment, or when a request goes from Nominated for Assignment to Fulfilled status.

  • The public business event is also raised when a new request is created in Open or Pending Adjustment status.

  • The public event is NOT raised when a request is created in Draft status.

  • The public event is NOT raised if the request is updated, for example the requested quantity is updated, but the status is not updated.

  • You can subscribe to the events using Oracle Integration Cloud (OIC) to initiate additional steps required to complete this business process.

Key Resources

  • Related Help: Administering Oracle Integration Cloud on Oracle Help Center guide

Role Information

  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

Task Management

Expanded Options for Mobile Login Experience

Select your login user experience for PPM mobile. Enable and use single sign-on (SSO) as an alternate way of logging in to PPM mobile.

PPM Mobile Setting page

Steps to Enable

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

Tips And Considerations

PPM mobile and this feature only supports the following time card layout setup:

  • Project Name or Number, Task Name or Number, and Expenditure type fields

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

You can disable SSO if you want to test the app in a cloud environment that is not SSO enabled or if you want to use it in normal production environment.

Key Resources

For Time Entry:

  • Release Training for Oracle Project Portfolio Management Cloud Release 13: Oracle Project Costing Cloud Enhancements: Mobile Time Capture

For Task Management:

  • Release Training for Oracle Project Portfolio Management Cloud Release 13: Task Management Enhancements: Mobile Task Management

Role Information

  • Employee (ORA_PER_EMPLOYEE)
  • Contingent Worker (ORA_PER_ CONTINGENT_WORKER)
  • Team Collaborator (ORA_ PJF_ TEAM_ COLLABORATOR_ ABSTRACT)

Project Management

Usability Enhancements for Managing Labor Resources on a Project

Add labor resources to a project with a default start date based on either the start date of the earliest task assignment or the project. You can also view additional resource details such as email, primary job title, and primary organization in the table view on the Manage Project Resources page.

You can update the resource start date to a different value or clear it, as needed.

Manage Project Resources Table Containing Additional Columns of E-Mail, Job and Organization

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Project Execution Management                         

Tips And Considerations

  • If the resource has a task assignment, then the application uses the earliest task start date as the resource start date. Otherwise, the default resource start date is the project start date or the system date, whichever is later.
  • You can use the View menu on the table toolbar to display the following columns on the Manage Project Resources page:
    • Primary organization
    • Job title
    • Email
    • Phone

Key Resources

  • Related Help: Manage Project Resources: Overview - Explained in the Using Project Execution Management guide

Role Information

  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)

Reference Projects, Tasks, and Project Enterprise Resources Using Application Composer

Use Application Composer to build custom objects and include a reference to projects, tasks, or project enterprise resources using a list of values. For example, you can create project risks as a custom object, cross reference projects to the risk, and assign project enterprise resources to the risk as owners or responsible parties.

You can create a dynamic choice list based on the following objects: Project, Project Task, and Project Enterprise Resource. Add choice lists to new custom objects or to existing standard objects (project issue, project deliverable, project resource request, and backlog item). For example, you can add an Issue Auditor based on the project enterprise resource to the project issue standard object.

Adding a Custom Attribute Based on a Project Enterprise Resource

Steps to Enable

You can create a custom field and associate a dynamic choice list to it. We are providing following objects with this feature, on which you can create the dynamic list:

  • Project
  • Task
    • For tasks, the dates available to display when searching for a task are sourced as follows:
      • Planned Start Date: Project plan lines from Project Execution Management
      • Planned Finish Date: Project plan lines from Project Execution Management
      • Task Start Date: Tasks from Project Financial Management
      • Task Finish Date: Tasks from Project Financial Management
  • Project Enterprise Resource

These objects are not available as standard objects to configure using Application Composer.

HOW TO CREATE A DYNAMIC CHOICE LIST

  1. Create and activate a sandbox.
  2. When you navigate to Application Composer, select the ERP and SCM Cloud application.
  3. Select the standard object or custom object to which you want to add a dynamic choice list.
  4. Expand the object, for example Project Resource Request, and select the Fields option under it.

Select the Fields Option for the Object

  1. Select to create a custom field on the Fields page. The Field Type dialog appears where you can select the Choice List (Dynamic).

Select the Choice List (Dynamic) Option

  1. Select OK.
  2. Enter the basic information for the Dynamic Choice List which will include giving the field a Display Name and an internal column name. After you enter the basic information, then select Next to navigate to the page where you can create a dynamic list for the field. You can select the object to create the list from and the list attributes – both display and search. In particular, select one of the Related Objects:
    • Project
    • Project Task
    • Project Enterprise Resource
  3. Submit the choice list.
  4. Add the new fields to the appropriate pages. If you are adding fields to a standard object, then you have to duplicate the predefined layout and edit the duplicate layout.
  5. Test and publish the sandbox.

Tips And Considerations

HOW TO CREATE A DEPENDENT LIST OF VALUES

You can create dependent list of values where the value of one list of values is dependent on another. For example, create a task list of values that  depends on the project selected in a project list of values. Follow the steps given below to create the 2 list of values fields with one field’s value dependent on another.

  1. Create a dynamic choice list for the project based on the Project related object following the steps in the How to Create a Dynamic Choice List section of this document. For example, create a Tracking Project field and list of values.
  1. Create a dynamic choice list for the project based on the Project Task related object following the steps in the How to Create a Dynamic Choice List section of this document. For example, create a Tracking Task field and list of values. In addition, you must add a constraint to make this list of values dependent on the Tracking Project list of values:
  • In the basic information, Constraints section, select the project-based choice list that you just created for the Depends On attribute.

Example Where the Tracking Task Choice List Depends on the Tracking Project Choice List

  • Submit the choice list.
  • Choose to edit the task choice list that you just created.
  • Edit the Tracking Task field and navigate to the Choice List page (page after the Basic Information page).
  • Create a data filter to filter out data based on dependent field. In this example, the requirement is to filter out tasks based on related project:
    • Create a Bind Variable in the Data Filter section. In the Data Filter section, switch to Advanced Filter and create a bind variable. For example, BindProjectName

Example of Creating a Bind Variable

  • Add the search field from the Related object and equate it to the Bind Variable. For example: ProjectName=:BindProjName

Adding a Search Field and a Bind Variable to the Expression

  • To give value to the bind variable, you need to add an expression to give it a value. Select the icon under the Expression field for the bind variable Edit the expression:
    • Select the icon to show the expression palette. This takes you to the Expression Builder dialog.

Edit the Expression

  • Select the expression palette to see the fields.
  • Select the list of values on which you are dependent. In this example, the Tracking Project.
  • Select the field you need to compare against. In this example, the Project Name field.
  • Insert it into the expression.

Building the Expression

  • Submit the changes.
  1. Add the new attributes to the appropriate pages. If you are adding fields to a standard object, then you will have to duplicate the predefined layout and edit the duplicate layout.

Editing the Page Layout to Include the New Choice Lists

  1. Test.

Testing the New Tracking Project and Task Choice Lists

  1. Publish the Sandbox.

Key Resources

Related Help:

  • Configuring Project Execution Management Applications: Explained in the Implementing Project Execution Management guide
  • Creating a Projects Custom Object: Worked Example in the Implementing Project Execution Management guide
  • Creating a Dynamic Choice List in the Implementing Project Execution Management guide

Role Information

  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB) with the ZCX_MANAGE_EXTENSIBLE_OBJECT_PRIV privilege

Project Billing

Reduce the Number of Clicks for Repetitive Invoice Searching

You can reduce the number of clicks for repetitive searching on the Manage Invoices page.

You can avoid having to expand the Search region on the Manage Invoices page prior to performing another search.

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Project Financial Management                         

Role Information

  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)

Define Advanced Revenue Methods

Define complex calculations for advanced revenue recognition requirements. You can assign these calculations to revenue methods for consistent treatment of revenue recognition across contracts.

You can define a calculation using the project process configurator. The formula for the calculation is based on the predefined set of sources.

The following page shot illustrates a Project Process Configurator to calculate administrative fee for labor revenue:

The project process configurator is assigned to a revenue method, which is the basis for calculating required revenue amounts during revenue processing.

Automatic billing events are generated for the amount calculated by the formula. These events are generated either for a contract line or associated project based on the calculation level defined at the revenue method. The event type of the automatic event is also defined at the revenue method.

The following page shot illustrates the assignment of project process configurator to a revenue method:

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Project Financial Management                         

You can create a new project process configurator using the Setup and Maintenance work area:

  1. Click the Navigator, and then click Setup and Maintenance.
  2. Click the Tasks panel tab, and then click Search.
  3. On the search page, search for the Manage Project Process Configurator task.
  4. Click on the Manage Project Process Configurator task in the search result to create a new project process configurator.

Tips And Considerations

  • The amount values of the sources are in contract currency.
  • The inception to date and period to date sources don't include the amounts that are being processed by the current process.
  • The amounts values can be further refined by using the available filters for a source.

Role Information

  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
  • Customer Contract Administrator (ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB)
  • Customer Contract Manager (ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB)

Manage Bill Plan Overrides Using a SOAP Service

View, insert, and update job assignment, job title, and labor multiplier overrides on a bill plan using the Job Title Override service, Labor Multiplier Override service, and Job Assignment Override service.

You can automate the creation of billing rate overrides for job assignment, job title, and labor multiplier on your contract bill plans from your existing applications.

The Job Title Override, Labor Multiplier Override, and Job Assignment Override web services support the following operations:

  • createContract
  • updateContract
  • mergeContract
  • mergeContractInAllStatus

Steps to Enable

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

  1. Access the latest Oracle Engagement Cloud Books in the Oracle Help Center.
  2. In the Development section, click the SOAP Web Services for Oracle Engagement Cloud link.
  3. Expand the Business Object Services section in the contents and click on the Contract Service Version 2.
  4. Scroll down to relationships and click on Job Title Override, Labor Multiplier Override, and Job Assignment Override links to review the services details.

Key Resources

  • Related Help: SOAP Web Services for Oracle Engagement Cloud Guide.

Role Information

This feature is enabled by default for the following roles:

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

Allow Bill-To Contact on Bill Plan to be Optional

Create bill plans without specifying a bill-to contact.

You can create a bill plan without specifying a bill-to contact and approve the contract. Bill-to contact will not be available on the project billing invoices which are processed for such bill plans. Bill-to contact for such invoices is not mandatory to transfer invoices to receivables.

The following page shot illustrates the bill-to contact on bill plan as optional.

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Project Financial Management                         

Tips And Considerations

Bill to contact will not be available in receivables for the invoices which are generated without bill-to contact.

Role Information

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

Enable Review and Approval of Credit Memos

You can optionally create credit memos in Submitted status using the invoice approval workflow to allow participants to review and either approve or reject each credit memo. You can release approved credit memos or delete approved or rejected credit memos.

You can now route credit memo, write off, canceled, and concession invoices through the same approval process used for standard invoices. If this feature is not enabled, all credit memo, write off, canceled, and concession invoices are generated in Approved or Released status which bypasses the approval process. In some cases you may prefer this approach and only need to approve standard invoices. However, in other situations tighter control is desired by also requiring approval of all credit memo, write off, canceled, or concession invoices.

Now that credit invoices can exist in draft and submitted invoices status, the Invoice Type column is available to show on the Draft Invoices and Submitted Invoices tabs on the Invoice Overview Page as shown below.

Invoice Type Column Added to Draft and Submitted Tabs

In addition, the Delete Invoices process has been updated to fine tune the options to determine which invoices should be deleted. The following options on the Delete Invoices process have been updated as defined below.

Updated Delete Invoices Process Options

  • Delete Approved and Approval Rejected Invoices - The default is Yes. If yes is selected than all standard invoices in draft, approved, and approval rejected statuses will be deleted. If this option is set to No, only invoices in Draft status will be deleted.
  • Delete Crediting, Canceled, Concession, and Write-Off Invoices - The default is No. If no is selected, no credit invoices will be deleted. If Yes is selected, all credit invoices that match the status as defined in the Delete Approved and Approval Rejected Invoices will also be deleted.

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Project Financial Management                         

Tips And Considerations

In addition to Submitted status, credit memo, write off, and concession invoices can be set to generate in Draft or Released status as defined on the Billing tab of the contract.

Role Information

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

Remove Approved and Rejected Invoices from Approval Worklist

Invoices approved or rejected on the Invoice Overview page, Invoice Details page, or Manage Invoices page also updates the related approval task in the worklist. When an invoice is submitted, it creates a related task which appears in the BPM Worklist for review. In addition to reviewing and taking action on the task, you can still approve or reject the invoice directly using the options on the Overview page, Manage Invoices page or on the Invoice Detail page. After you approve or reject the invoice, the worklist gets updated to reflect that the task is complete. The following page shot shows the Approve and Reject options on the Invoice Details page.

Approve or Reject Buttons on the Invoice Details Page

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

If you take this action and you are not the initiator or assignee of the related WBS Worklist task, the related task will still not be updated.

Role Information

  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)
    • Approve Project Contract Invoice privilege provides access to the Approve/Reject buttons and actions

Reduce the Time to Load the Edit Invoice Page

You can drill down into the Edit Invoice page more quickly when the Invoice Distributions region is collapsed. You can expand the Invoice Distributions region when you need to see distribution and transaction level detail for a selected invoice line.

The following page shot shows the invoice distributions region collapsed.

Edit Invoice

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Project Financial Management                         

Role Information

  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)

Define and Use an Always Eligible Billing Cycle

You can define a billing cycle, using a new billing cycle type, that allows you to always consider a bill plan eligible for invoicing.

You can bypass billing cycle eligibility checking for a bill plan when you select a billing cycle that uses a billing cycle type of Always Eligible.

The following screenshot shows how to add a new billing cycle with the new billing cycle type of Always Eligible. Amend applicable bill plans to use the new billing cycle or select the new billing cycle for new bill plans, as appropriate.

Manage Billing Cycles

Steps to Enable

Create a new billing cycle, using the new billing cycle type Always Eligible.

Tips And Considerations

Bill plans having a billing cycle with a billing cycle type of Always Eligible will always be considered eligible for invoicing, even when the Generate Invoices process is run for a range of contract numbers or for all contracts owned by a contract business unit. If you run Generate Invoices daily, you could easily generate a daily invoice for such bill plans. If this is not what you want, you might want to amend a contract bill plan to have a billing cycle with a billing cycle type of Always Eligible only when you need to generate invoices immediately, and then amend the bill plan back to its previous state.

Role Information

  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)

Adjust Released Invoices During Generate Invoice Process

You can perform billing adjustments on expenditure items and billing events that are on invoices already marked for adjustment or have already been credited, prior to running the Generate Invoice process. This is because you only mark the transaction for adjustment when you set it to nonbillable or put it on invoice hold from within the Edit Invoice page for an invoice in Released or a higher invoice status. The actual adjustment processing happens the next time you run the Generate Invoice process.

This makes the adjustment actions consistent, whether you perform them from the Manage Project Cost, Manage Invoices, or Edit Invoice page.  It also makes the adjustment processing consistent, since the Generate Invoice process is performing the adjustment in its entirety.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Previously when you adjusted a transaction on a released or higher status invoice already adjusted, the results were not always accurate, depending on the exact keystrokes you made.

Role Information

  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)

Support a Billing Cycle Consisting of a User-Specified Day, Interval, and Frequency

You can define a new type of billing cycle that can be assigned to a bill plan to generate invoices on a user-specified day, interval, and frequency.

For example, you can define the following new billing cycles:

Cycle Name Interval Frequency Day
Bi-monthly on 20th Month 2 20
End of Quarter Month 3 31
Tri-weekly on Wednesday Week 3 4
Every 6 Weeks on Friday Week 6 6

The following screenshots show an example of an end of quarter billing cycle. Amend applicable bill plans to use the new billing cycle or select the new billing cycle for new bill plans, as appropriate.

Manage Billing Cycles

Interval Billing Cycle Values

Steps to Enable

Create a new billing cycle, using the new billing cycle type Interval.

Tips And Considerations

  • When Interval is Month, Frequency must be between 1 and 12 and Day must be between 1 and 31, with 31 representing the last day of the month.
  • When Interval is Week, Frequency must be between 1 and 52 and Day must be between 1 and 7, with Sunday being Day # 1.

Role Information

  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)

Use Project as a Common Dimension Between Project Billing and Receivables

The project information dimension has been added to the Receivables - Transactions Real Time as a new common dimension. Use the project information dimension to report project attributes with analysis that includes details from both project billing and receivables.

New Project Information Dimension

Steps to Enable

Leverage new subject area(s) by adding to existing reports or using in new reports.  For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

  • Create a new analysis in Oracle Transactional Business Intelligence (OTBI) with the Receivables - Transactions Real Time subject area.
  • Add at least one attribute from the common Project Information dimension.

Key Resources

  • Related Help: Subject Areas in the Subject Areas for Transactional Business Intelligence in Financials guide

Role Information

The Role for Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB) includes the ability to access Receivables transaction data related to invoices and revenue transactions they have access to in Project Billing.

Project Costing

Create a Material Request and Transfer from Common Inventory to Project Expense

Capture Project attributes in a Requisition for a transferable item that can be sourced from common inventory using a Transfer Order. Track the cost of the material received to the Project, perform budget versus actual analysis, and capitalize the cost of the investment.

Start the flow by creating a Requisition in Procurement with the destination as expense and source set as Inventory and assigning project attributes. The Transfer Order will be created upon Requisition approval. Click on the Transfer Order link to view the quantity of the items that were Requested, Shipped, Received and Delivered.

Requisition

Have visibility on the committed costs during the entire flow. Use Manage Committed Costs to see project related commitments. The committed cost is displayed against a Requisition when the Requisition is created and will be displayed against a Transfer Order upon Transfer Order creation. Once the item is received and costs are imported into PPM, the committed cost becomes an actual cost and is no longer displayed in the commitments view. You can have the same visibility on the Review Project Performance page by adding Committed related columns and on the Project Performance Dashboard on the Costs lay out.

Review Project Performance

The cost of the received items are captured and accounted by Supply Chain Cost Management. Run Import Costs in PPM to import Project related Transfer Order transactions. You can view the details of the Transfer Order Transactions using Manage Project Costs. Add Inventory Item, Transfer Order Number, Receipt Number and Shipment Number columns to see the details of multiple transactions on a list or click on the Expenditure Item link to view the details of a single transaction.

Expenditure Item

Transfer Order details are also available to be added as columns in the Manage Unprocessed Costs and can be used as a filter in the Manage Distribution Costs search area.

Run Accounting Period Close Exceptions Report to identify Transfer Order pending transactions in Cost Management and resolve any issues that could prevent period closure.

Exceptions by Transaction Type

You can also use the following subject areas in Oracle Transactional Business Intelligence to view the details of a Project related Transfer Order transaction:

  • Projects - Performance Reporting Real Time
  • Project Costing - Expenditure Item Performance - Real Time
  • Project Costing - Commitments Real Time
  • Project Costing - Actual Cost - Real Time
  • Projects - Period Close Exceptions

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Procurement                         

Tips And Considerations

  • Budgetary Control is not supported for Project related Transfer Order transactions.
  • In the Manage Expenditure Types setup, assign Expenditure Type Classes "Supplier Invoices" and "Inventory" to the Expenditure Types that will be used used in the Transfer Order flow.
  • PPM receives the cost of the item as defined in Manufacturing Costing.

Role Information

  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
  • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)
  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
  • Project Costing Transaction Analysis Duty (FBI_PROJECT_COSTING_TRANSACTION_ANALYSIS_DUTY)

Capture Costs for Sponsored Projects Funded by Multiple Funding Sources Using ADFdi Spreadsheets

Use the ADFdi spreadsheets to capture costs for sponsored projects that are funded by multiple contracts or funding sources. Using this feature you can capture labor and nonlabor costs for predefined or third-party transaction sources as well as costed or accounted costs for third-party transaction sources. You can also view the contract and funding source details on the Manage Unreleased Costs page for the expenditure batches that belong to the Oracle Fusion Projects transaction source and require to be manually released.

Use the Contract Number and Funding Source Number columns in the following ADFdi spreadsheets to enter or select contracts and funding sources for sponsored projects that are funded by multiple contracts or funding sources:

  • Create Labor Costs
  • Create Nonlabor Costs
  • Create Labor Costs for Third-Party Applications
  • Create Nonlabor Costs for Third-Party Applications
  • Create Costed or Accounted Transactions for Third-Party Applications

Steps to Enable

Enter or select the contract number and the funding source number values in the Contract Number and Funding Source Number fields in the ADFdi spreadsheets to create project costs for sponsored projects that are funded by multiple contracts or funding sources.

Tips And Considerations

In the Search and Select window on the ADFdi spreadsheets you can search for:

  • Contracts using both contract name and number.
  • Funding sources using both funding source name and number.

Role Information

  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
  • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)

Project Foundation

Allow Burden Schedule Version Dates to be Modified

Allow users to edit burden schedule version dates and recalculate the transactions based on the new burden schedule versions and periods. For example, if you want to change the burden multipliers for a new financial year, you can now end date the existing burden schedule version and specify a new version with new set of multipliers.

Modify burden schedule version dates at any time

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

  • Previously, you couldn't modify the dates of a burden schedule version if there were existing transactions within the date range. You will now be able to modify the dates of burden schedule versions and recalculate costs.
  • Example:
    • If there is a transaction on 12/29/2012 that uses a burden schedule version dated from 10/2/2009 to 12/31/2012. Changing the burden version date end date from 12/31/2012 to 12/28/2012 will trigger the warning.
    • The recalculation flag will also trigger as a result, and you will need to recalculate the transactions in order to uptake any changes you make to the dates and multipliers.

Key Resources

  • Related Help: Manage Burden Schedules in the Implementing Project Financial Management and Grants Management guide

Role Information

  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

Specify Additional Information While Creating Projects

Populate the mandatory project descriptive flexfields directly on projects rather than copying from the source template or project. Enter the important additional information directly on the project to ensure that it is accurate.

Enter project descriptive flexfields while creating projects

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Project Financial Management                         

Tips And Considerations

  • Only the segments configured and deployed for the Project Descriptive Flexfield will be displayed in the 'Additional Information' section in the project creation dialog box.
  • This feature is a dependent feature of 'Simplified Financial Project Creation' and 'Search Projects Using Faceted Search in Project Financial Management'. Therefore, you must enable one of the two parent features to enable this feature.

Key Resources

  • Related Help: Manage Descriptive Flexfields in the Implementing Common Features for Financials and Project Portfolio Management guide

Role Information

  • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)

Project Control

Set Budgetary Control Enabled Budget to Baseline with Future-Dated Budget Manager

Set budgetary control enabled project and award budgets with future-dated budget managers to baseline. For example, where a project manager or principal investigator will become active in the future, you can still set their budgetary controlled budgets to baseline. This feature applies to both existing managers who will play the role in the future and managers who are in the process of being hired.

Steps to Enable

No steps are required to enable this feature.

Key Resources

  • Related Help: Financial Plan Types and Project Budget Versions: How They Work with Budgetary Control in the Implementing Project Financial Management and Grants Management guide

Role Information

  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT)
  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
  • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
  • Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR)
  • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)

Attach Project Documents in Financial Plan Version Approval Notifications

Include attachments in the project financial plan version approval workflow notifications. Using this feature, you can attach project and financial plan version documents to the workflow that's initiated when you submit a budget version for baseline or a forecast version for approval. This enables the workflow approvers to view documents attached to the project and plan version and then decide whether to approve or reject the workflow requests. It also eliminates the need to use offline or third-party document sharing tools, thus improving auditing and real-time work collaboration.

Set Budget Version to Baseline

Set Budget Version to Baseline

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Project Financial Management                         

Perform the following steps within Project Financial Management after you opt in to the feature:

  1. Navigate to Setup and Maintenance work area.
  2. Click the Tasks icon and click Search.
  3. Search for Manage Financial Plan Types and click the corresponding link in the Name column.
  4. For each financial plan type that you want to enable workflow for, when a budget version is set to baseline or a forecast version is approved, enable the option Use workflow for status changes.
  5. Click Save and Close.

Manage Financial Plan Type Setup Task

Manage Financial Plan Types Setup Task

Tips And Considerations

  • If your business process mandates you to always include project and financial plan version attachments in the financial version approval notifications, then you can customize the page so that the option to include attachments in approval notifications can't be manually disabled.
  • Project and financial plan version documents are included as email attachments when financial plan version status change workflow notifications are sent through email. This enables you to view the attachments without signing into the application.

Key Resources

  • Related Help Topic: Can I include attachments when sending approval notifications in the Implementing Project Financial Management and Grants Management guide

Role Information

  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT)
  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
  • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)

Project Performance Reporting

Simplified Reporting Setup for Project Units

Set up your reporting options for project units quickly with this setup simplification. The tabs on the Reporting Setup page are merged into a single page with fewer setup options. The application summarizes data from various sources, such as actual costs, budgets and forecasts in both accounting and project accounting calendars in project, project ledger, and transaction currencies. Further, KPIs are always enabled for tracking within a project unit.

Manage Project Units: Reporting Setup

Manage Project Units Reporting Setup

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

For new project units that you create, the application will:

  • Default the full-time equivalent hours values as follows:
    • Daily: 8
    • Weekly: 40
  • Create summarized data for all the data sources, such as cost, commitments, and budgets and forecasts.
  • Create summarized data in:
    • All the currencies, such as project currency, project ledger currency, and transaction currency.
    • Both the calendars, such as project accounting and accounting calendars.
  • Default the reporting options for display as follows:
    • Currency Type: Project Currency
    • Calendar Type: Accounting Calendar
    • Effort Unit of Measure: Hours
    • Project Accounting Period: Current Period
    • Amount Scale: 1
    • Accounting Period: Current Period
  • Default the options for tracking missing time as follows:
    • Track Missing Time: Enabled
    • Number of Prior Weeks: 4
    • Include Current Week: Enabled
  • Display only missing and partial team member time cards for all transaction sources (including predefined and third-party application sources) on both the Time Cards infolet on the Project Management dashboard and the Time card exceptions metric in the Project Comparison region of the Project Performance Reporting dashboard.
  • Default the value of the comparison period to 90 days for current exception reporting.

Key Resources

  • Related Help: Performance Data Summarization: How It's Processed in the Using Project Performance Reporting guide

Role Information

  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

Grants Management

Control Burdening for Internal Funding Sources

Grants administrators and principal investigators can determine whether burden costs are applied to raw costs for the internal funding source assigned to the award project. When both external and internal funding sources are assigned to the project and the project is enabled for burdening, users can indicate that the cost share transactions for the internal funding source need not be burdened.

Steps to Enable

You must opt in to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Grants Management                         

After you enable this feature, you can control burdening for the internal funding sources at the award project using the new option shown below:

Control Burdening for Internal Funding Sources

For example, the internal funding source Biology Dept is enabled for burdening but the Chemistry Dept internal funding source is not enabled for burdening.

Tips And Considerations

  • The new burdening option for the internal funding sources at the award project is available only for projects belonging to a project type that is enabled for burdening,
  • Once a budget, commitment or cost is created for the internal funding source for the award project then the new burdening option cannot be updated.
  • For projects already assigned to the award before this feature is enabled, the new option will show 'Derived from Project Type' which means that the burdening is controlled on whether the project type of the award project is enabled for burdening or not.
  • If the feature is not enabled, the burdening is controlled based on the burdening option in the project type of the project.

Key Resources

  • Related Help: Award and Award Project Financial Details topic in the Using Grants Management guide

Role Information

This feature when enabled is available by default for the following roles:

  • Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR)
  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)

Manage Burden Rate for Award Efficiently

Grants administrators can create and manage burden rates negotiated specifically for the award project, within the award project details. They can also view the details of the default burden schedule.

Steps to Enable

Create the override burden schedule specific for an award project using the Create Override Burden Schedule icon as shown.

Create Override Burden Schedule

Provide the base and rate for this award project that differs from the standard base and rate.

You can also view the details of the burden schedule assigned to the award or award project using the View Burden Schedule icon next to the burden schedule field.

View Burden Schedule

Tips And Considerations

  • When creating the override burden schedule most of the burden schedule information such as burden structure, organization hierarchy are defaulted from the burden schedule assigned to the award project if one exists. If there is no burden schedule assigned to the award project then the attributes are copied from the burden schedule assigned to the award.
  • After you create the override burden schedule, build it so that transactions can use the burden schedule.
  • The precedence of applying the burden schedule when calculating burden amounts for transaction is:
    1. Award project task burden schedule
    2. Override burden schedule at the award project level
    3. Award project burden schedule
    4. Award burden schedule.

Key Resources

Related Help:

  • Award and Award Project Financial Details: Explained in the Using Grants Management guide   
  • Where does the default burden schedule for the award come from? in the Using Grants Management guide

Role Information

Create Override Burden Schedule is protected by 'Create Project Burden Schedule Overrides for Award Projects' (PJF_CREATE_PROJECT_BURDEN_SCHEDULE_OVERRIDES_FOR_AWARD_PROJECTS_PRIV) privilege. Add this to your custom roles to gain access.

Seeded role with this privilege:

  • Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR)
  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)