Cloud Readiness / Oracle Project Management Cloud
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  1. Update 20A
  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 Project Management Cloud
      1. Project Foundation
        1. View Work Types Using a REST Service
        2. View Project Types Using a REST Service
        3. Manage Planning Resource Breakdown Structures for Projects and Project Templates Using a REST Service
        4. View Projects Using a REST Service
        5. View Project Organizations Using a REST Service
      2. Project Resource Management
        1. Create Actual Hours for Utilization Using a REST Service
      3. Project Management
        1. Manage Work Items Using a REST Service
      4. Project Control
        1. View Project Tasks Using a REST Service
        2. Capture and Publish Progress Using a REST Service
      5. Grants Management
        1. View Funding Source Using a REST Service
  6. Oracle Project Management Cloud
    1. Project Billing
        1. Generate Invoices for Each Project
    2. Project Foundation
        1. Removal of Project Spaces and Document Library
        2. Leverage Project Classifications for Workflow Approval
    3. Project Resource Management
        1. Plan for Labor Resources with Variable Hours for a Single Assignment
    4. Task Management
        1. Drill Down to Tasks, Issues, or Action Items from OTBI
        2. Filter Tasks Based on Completed Predecessors
    5. Project Management
        1. Expedite Your Project Planning with a New User Experience
        2. View Custom Fields from Application Composer in OTBI
        3. Drill Down to the Project Management Work Area from OTBI
    6. Project Control
        1. Track Financial Plan Version Approval Status
        2. Plan for Nonlabor Resources as Equipment with Different Units of Measure
        3. View Project Budgets and Forecasts at the Resource Level in a Real-Time Analysis
    7. Project-Driven Supply Chain
        1. Capture Project-Driven Supply Chain Material and Manufacturing Costs
        2. Capture and Capitalize Project-Driven Supply Chain Asset Maintenance Costs

Update 20A

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
08 JUNE 2020 Project Management: Expedite Your Project Planning with a New User Experience

Updated document. Revised feature information.

19 MAY 2020 Project Billing: Generate Invoices for Each Project Updated document. Revised feature information.
10 FEB  2020

Project Control: Plan for Nonlabor Resources as Equipment with Different Units of Measure

Updated document. Revised feature information.

20 DEC 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)

Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users in a couple of ways:

Access the Opt In page from 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 Go to Opt In for any feature you want to opt in
  4. On the Edit Features page, select the Enable option for the feature, and then click Done

or...  Access the Opt In page from 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 for any area that includes features you want to opt in
  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

Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.

Feature Summary

Column Definitions:

Features Delivered Enabled

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.

Features Delivered Disabled = Action is needed 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
(Features 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.

Action is Needed BEFORE Use by End Users
(Features 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*

Common Technology and User Experience

REST APIs for Oracle Project Management Cloud

Project Foundation

View Work Types Using a REST Service

View Project Types Using a REST Service

Manage Planning Resource Breakdown Structures for Projects and Project Templates Using a REST Service

View Projects Using a REST Service

View Project Organizations Using a REST Service

Project Resource Management

Create Actual Hours for Utilization Using a REST Service

Project Management

Manage Work Items Using a REST Service

Project Control

View Project Tasks Using a REST Service

Capture and Publish Progress Using a REST Service

Grants Management

View Funding Source Using a REST Service

Oracle Project Management Cloud

Project Billing

Generate Invoices for Each Project

Project Foundation

Removal of Project Spaces and Document Library

Leverage Project Classifications for Workflow Approval

Project Resource Management

Plan for Labor Resources with Variable Hours for a Single Assignment

Task Management

Drill Down to Tasks, Issues, or Action Items from OTBI

Filter Tasks Based on Completed Predecessors

Project Management

Expedite Your Project Planning with a New User Experience

View Custom Fields from Application Composer in OTBI

Drill Down to the Project Management Work Area from OTBI

Project Control

Track Financial Plan Version Approval Status

Plan for Nonlabor Resources as Equipment with Different Units of Measure

View Project Budgets and Forecasts at the Resource Level in a Real-Time Analysis

Project-Driven Supply Chain

Capture Project-Driven Supply Chain Material and Manufacturing Costs

Capture and Capitalize Project-Driven Supply Chain Asset Maintenance Costs

Common Technology and User Experience

REST APIs for Oracle Project Management Cloud

Project Foundation

View Work Types Using a REST Service

View work types using the Work Types LOV REST service. This service provides faster search and selection of work type values.

Steps to Enable

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

Tips And Considerations

To use this REST resource, assign the privilege Get Project Setups Using Service to the job role that accesses the page with the list of values.

Key Resources

  • Related Help:  REST API for Oracle Project Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need the below privilege. Roll up this privilege to any job role that is used to consume generic project based list of values REST services.

  • Privilege Name and Code: 
    • Get Project Setups Using Service (PJF_GET_PROJECT_SETUPS_PRIV)

View Project Types Using a REST Service

View project types using the Project Types LOV REST service. This service provides faster search and selection of project type values.

Steps to Enable

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

Tips And Considerations

To use this REST resource, assign the privilege Get Project Setups Using Service to the job role that accesses the page with the list of values.

Key Resources

  • Related Help:  REST API for Oracle Project Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need the below privilege. Roll up this privilege to any job role that is used to consume generic project based list of values REST services.

  • Privilege Name and Code: 
    • Get Project Setups Using Service (PJF_GET_PROJECT_SETUPS_PRIV)

Manage Planning Resource Breakdown Structures for Projects and Project Templates Using a REST Service

Assign project resource breakdown structures to a project or project template using the Planning Resource Breakdown Structures for Projects REST service. You can use this service to mark a planning resource breakdown structure assignment primary and add new resource elements to it.

Steps to Enable

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

Tips And Considerations

  • This feature extends the existing Planning Resource Breakdown Structures for Projects REST service to allow assigning Planning Resource Breakdown Structures (PRBS) to projects and project templates.
  • The "Role" section lists the predefined job roles that have access to this REST service. If you wish to define and use new job roles based on your business requirements, then note the following:
    • If user needs to operate on project templates (for example, to view PRBS assignments, add new PRBS assignments, add resources) then the user must be assigned the "Manage Project Template" functional privilege.

    • If user wants to view PRBS assigned to projects, then the user must be assigned the "View Project Definition Basic Information" functional privilege and appropriate data security policies for "View Project Resource Breakdown Structures For Project" data privilege.

    • If user wants to assign PRBS to projects, then the user must be assigned the "View Project Definition Basic Information" functional privilege and appropriate data security policies for "Edit Project Resource Breakdown Structures For Project" data privilege.

    • If user wants to add resources to a project specific PRBS, then the user must be assigned the "Manage Project Planning Resource Breakdown Structure Version" functional privilege and appropriate data security policies for "Manage Project Task Structure" or "Manage Project Budget Working Version" data privileges

Key Resources

  • Related Help:  REST API for Oracle Project Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need at least one of the following roles.

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

View Projects Using a REST Service

View projects using the Projects LOV REST service. This service provides faster search and selection of project values.

Steps to Enable

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

Tips And Considerations

To use this REST resource, assign one or both the privileges listed in "Role" section, to the job role that accesses the page with the list of values.

Key Resources

  • Related Help:  REST API for Oracle Project Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need at least one of the following privileges.

  • Manage Project Labor Schedules (PJC_MANAGE_PROJECT_LABOR_SCHEDULES_PRIV)
  • Get Project List Using Service (PJF_GET_PROJECT_LIST_PRIV)

View Project Organizations Using a REST Service

View project organizations using the Project Organizations LOV REST service. This service provides faster search and selection of project organization values.

Steps to Enable

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

Tips And Considerations

To use this REST resource, assign the privilege Manage Project Labor Schedules to the job role that accesses the page with the list of values.

Key Resources

  • Related Help:  REST API for Oracle Project Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need this privilege.

  • Manage Project Labor Schedules (PJC_MANAGE_PROJECT_LABOR_SCHEDULES_PRIV)

Project Resource Management

Create Actual Hours for Utilization Using a REST Service

Create actual hours for tracking resource utilization using the Project Resource Actual Hours REST service.

The Project Application Administrator can create actual hours from external system during one-time migration or it can be a called on an on-going basis.

The service supports GET and POST operations.

Using the POST operation you can: 

  • Create actual hours for a resource on a project 
  • Create billable actual hours for a resource which will be reflected only in the billable actual utilization calculation 

Steps to Enable

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

Key Resources

  • Related Help: REST API for Oracle Project Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need this privilege or one of the roles:

  • Privilege Name and Code:
    • Manage Project Resource Pools (PJR_RUN_IMPORT_RESOURCE_ACTUAL_HOURS_PROCESS_PRIV)
  • Job Role Name and Code:
    • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
    • Project Application Administrator ( ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB )

Project Management

Manage Work Items Using a REST Service

View, update, and delete work items for a project or a project task using the Task Work Items REST service. Included in the Project Plans service, this service gives you visibility into the work items associated to the project tasks and the automated task completion criteria. Work items originate in Oracle Innovation Management, Oracle Product Development, and Oracle Sourcing. When the work item meets the completion criteria, your project task is automatically marked as complete.

Steps to Enable

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

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

Tips And Considerations

  • Use Update for Task Completion Event Code for a task that is not already complete.
  • The Task Work Items resource is used to view and delete the association of a work item with a project task. You can also update the task completion criteria.
  • Creating a new task-work item association or updating existing to replace the source work item object with another source work item object is not supported currently.

Key Resources

  • Related Help: REST API for Oracle Project Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, the following roles are required:

  • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY)
  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)      
  • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)

Project Control

View Project Tasks Using a REST Service

View project tasks using the Project Tasks LOV REST service. This service provides faster search and selection of project task values.

Steps to Enable

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

Tips And Considerations

  • To use this REST resource, assign the privilege Get Project Tasks Service to the job role that accesses the page with the list of values.

Key Resources

  • Related Help: REST API for Oracle Project Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need this privilege:

  • Get Project Tasks Service (PJF_VIEW_PROJECT_TASK_SERVICE_PRIV)

Capture and Publish Progress Using a REST Service

Capture and publish project progress using the Project Progress REST service. You can use this REST service to automate progress capture and publishing, thereby eliminating the need to manually perform these actions for project progress.

Steps to Enable

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

Tips And Considerations

  • This feature enables you to capture and publish progress based on the working version of the financial project plan.

Key Resources

  • Related Help: REST API for Oracle Project Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need these privileges or roles:

  • Privilege Name and Code:
    • Manage Project Progress (PJO_MANAGE_PROJECT_PROGRESS_PRIV)
  • Duty Role Name and Code:
    • Award Management (ORA_GMS_AWARD_MANAGEMENT_DUTY)
    • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT)
  • Job Role Name and Code:
    • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
    • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)
    • Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB)
    • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)

Grants Management

View Funding Source Using a REST Service

View funding sources using the Funding Sources LOV REST service. This service provides faster search and selection of funding sources values.

Steps to Enable

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

Tips And Considerations

To use this REST resource, assign the privilege Get Project Setups Using Service to the job role that accesses the page with the list of values.

Key Resources

  • Related Help: REST API for Oracle Project Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need the below privilege. Roll up this privilege to any job role that is used to consume generic project based list of values REST services.

  • Privilege Name and Code: 
    • Get Project Setups Using Service(PJF_GET_PROJECT_SETUPS_PRIV)

Oracle Project Management Cloud

Project Billing

Generate Invoices for Each Project

Generate separate invoices for each project associated to a common contract line and bill plan. Configure the invoice grouping method on a contract bill plan to create a separate invoice for each project associated to the contract lines assigned to the bill plan. This enhancement makes it simple to keep invoices distinct for each project to meet customer requirements or internal requirements for tracking and managing transactions by project.

Customer Contract Managers or Customer Contract Administrators now have the ability to set a new Invoice Grouping option on Bill Plans to result in unique invoices for all transactions for each project.

New Invoice Grouping Option on the Bill Plan

Even if Customer Contract Managers or Customer Contract Administrators only set up contracts with a single project, this feature will record the related project on the invoice and display it on the invoice header for easy reference and visibility.

Invoice Created with Group by Project Enabled

Steps to Enable

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

Tips And Considerations

  • In addition to grouping transactions into unique invoices for each project, selecting this option will record the related project on the invoice. For this reason we recommend selecting this option even if a contract only has a single project.

Role Information

To use this feature, you need these privileges and roles:

  • Privilege Name and Code:
    • Define Project Contract Billing Configuration (OKC_DEFINE_PROJECT_CONTRACTS_BILLING_CONFIGURATION_PRIV)
  • Job Role Name and Code:
    • Customer Contract Administrator (ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB)
    • Customer Contract Manager (ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB)

Project Foundation

Removal of Project Spaces and Document Library

The ability to create project spaces as a document library for projects will no longer be available in future versions of Oracle Project Management Cloud. This removal of functionality includes the ability to create and access project spaces from both the Project Financial Management and Project Management work areas. You need to move your existing documents out of project spaces so that you can continue to access them. This removal is effective as of Release 13, Update 20A and reflects a change across all of Oracle Cloud Applications using Oracle WebCenter.

Steps to Enable

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

Leverage Project Classifications for Workflow Approval

Configure your project status change and financial plan (budget and forecast) approval workflows using project classifications. You can use the new attributes to configure rules to conditionally route approval notifications.

Specifically, the following attributes have been added to the payload of project status change and financial plan (budget and forecast) approval workflows:

  • Project Class Category (projectClassCategory)
  • Project Class Code (projectClassCode)
  • Class Code Percentage (classCodePercentage)

Steps to Enable

These attributes will be available automatically in the payloads of project status change and financial plan (budget and forecast) approval workflows. You can use them to configure rules to conditionally route approval notifications based on business requirements.

Key Resources

Related Help:

  • Project Status Change Workflow in the Implementing Project Financial Management and Grants Management guide
  • Workflow of Budget and Forecast Approvals in the Implementing Project Financial Management and Grants Management guide

Role Information

To use this feature you need this privilege:

  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

Project Resource Management

Plan for Labor Resources with Variable Hours for a Single Assignment

Assign labor resources to projects with variable hours each day and repeat the weekly pattern for the entire assignment. For example, within a single assignment, a resource may work Mondays and Tuesdays for 8 hours each day, Thursdays and Fridays for 4 hours each day and not work any hours on Wednesdays.

Project managers need flexibility in how they schedule resources on their projects. There are times when a full-time resource is not needed. Project work may require a resource to work various hours some or all days of the week to meet the schedule requirements. For example, a project may need the services of a system administrator at the end of each week to handle weekly builds or other maintenance. In that case, a project manager will request a resource for Thursdays and Fridays 4 hours/day for the duration of the project. This allows the project manager to be precise in when they need a resource and assure that they will get a resource allocated for when they are needed.

Resource managers need flexibility when assigning resources to projects. They may receive several part-time requests. Each request can specify the hours and days of the week a resource is needed. The resource manager can search for and assign a resource to multiple requests in a way to maximize utilization based on the specific days/hours needed for each request. In addition, the resource manager can adjust daily hours for each day of the week on assignments for projects that have scheduling flexibilty, where the specific days of the week is not important, so that the resource is not over allocated on any given day.

Steps to Enable

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

Offering: Project Execution ManagementNo Longer Optional From: Update 20B

Tips And Considerations

  • The variable hours pattern can include hours for non-working days such as weekend days.
  • If the variable hours schedule contains hours for non-working days for the resource, an overbooking message will appear.
  • The resource manager can modify the requested variable hours pattern directly in the request before proposing resources.
  • Assignment adjustments can be made to the variable hours pattern for confirmed or reserved assignments.

Key Resources

  • Related Help Topic: Can I assign variable hours to a resource? in the Using Project Execution Management guide.

Role Information

To use this feature, the following privileges or roles are required:

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

Task Management

Drill Down to Tasks, Issues, or Action Items from OTBI

Team members use Oracle Transactional Business Intelligence, OTBI, to provide real-time insights to manage their work. When an insight requires action, you can navigate to the actionable item easily using deep linking. A deep link is a URL to open a page without going through the application menu structure. Adding deep link URLs to your analysis lets you drill directly to the action item, milestone, project task, to-do task, and issue page. You can also deep link to the view-only project plan page in the My Work work area.

Steps to Enable

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

Tips And Considerations

Adding a deep link interaction to your analysis takes just a few steps.

  1. Add the Task ID as a column in your analysis to deep link to the task using the Project Management - Task Management Real Time subject area.
  2. Override the ID data format.
    1. Select the options icon next to the ID attribute added in step 1 and then select the Column Properties action.
    2. Select the Data Format tab and then the Override Default Data Format checkbox. Specify the Treat Numbers as a Number option, set the decimal places to zero, and disable the 1000s separator.

  1. Add the action link to the ID column or any other attribute in a distinct row of your analysis.
    1. Select the configure icon next to the attribute and then the Column Properties action.
    2. Select the Interaction tab and then select Action Links for the Value, Primary Interaction.
    3. Select the Add Action Link icon. Enter a name for the link text and then choose Navigate to a Web Page action.

  1. Add the deep link URL to the action link.
    1. Enter the following URL, replacing the hostname with your host name: //<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=projElementId=@{2}&action=@{3}
    2. Add the three parameters for the object type, object key, and action. The object type is PROJECT_TASK. Change the value type to a Column Value for the object key and then select "Task"."Task Key".  The value for the action parameter is EDIT.

See the related help for additional options to go back and forth between the analysis and the application page or to open the application in a new tab on your browser.

Repeat steps 1-4 for each page that you would like to drill to. To deep link to the issue and action item using the Project Management - Project Issues Real Time subject area, add the Issue ID and Action Item ID as columns in your analysis. To deep link to the view-only project page, add the Project ID.

The following table displays the deep link URLs for each object:

Project Task, To-do Task, Milestone, Action Item

//<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=projElementId=@{2}&action=@{3}

Issue

//<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=issueId=@{2}&action=@{3}

View-Only Project

//<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=projectID=@{2}&action=@{3}

This table displays the parameter values for your URL. 

Page Object Type Object Key Column Value Action
Edit Action Item PROJECT_ACTION_ITEM "Task"."Task Key" EDIT
Edit Milestone PROJECT_MILESTONE_TASK "Task"."Task Key" EDIT
Edit Project Task PROJECT_TASK "Task"."Task Key" EDIT
Edit To-do Task PROJECT_TO_DO_TASK "Task"."Task Key" EDIT

Edit Issue

PROJECT_ISSUE

"Issue Details"."Issue Id"

EDIT

View Project

PROJECT_MANAGEMENT

"Project"."Project Key"

VIEW_ONLY_PLAN

Key Resources

  • For more information, see the Creating and Administering Analytics and Reports for PPM book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Role Information

To use this feature you need this role:

  • Job Role Name and Code
    • Team Collaborator (ORA_PJF_TEAM_COLLABORATOR)

Filter Tasks Based on Completed Predecessors

Identify tasks that are no longer blocked by prior work. Use the filter, Tasks with completed predecessors, to view only those tasks with all their predecessors tasks complete.

In this example, the two tasks are no longer blocked by their predecessors. So, you can proceed to work on them.

Project Tasks That Have All Their Predecessor Tasks Completed

Steps to Enable

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

Tips And Considerations

  • If a project task has a gate as predecessor, then the task will be displayed only if the status of the predecessor gate is open.
  • Completed tasks, project tasks without any predecessor, action items, and to-do tasks aren't displayed in the results when you use this filter.

Role Information

To use this feature, you need this privilege or role:

  • Privilege Name and Code:
    • Manage Project Tasks (PJL_MANAGE_PROJECT_TASKS_PRIV)
  • Job Role Name and Code:
    • Team Collaborator (ORA_PJF_TEAM_COLLABORATOR_ABSTRACT)

Project Management

Expedite Your Project Planning with a New User Experience

Easily schedule and manage your project plans in the new powerful user interface. This new high-performance user experience offers extensive drag and drop capabilities to efficiently manage task dependencies, reorganize your tasks, and fill down the task values to multiple tasks quickly. Project managers can take advantage of new visualization and scheduling capabilities, including displaying a progress line, viewing the tasks in a timeline format, identifying the critical path, scheduling summary tasks, and expanded support for milestone scheduling. In addition, project managers can see the same task dates in both financial plan and project plan on creating new financial project from Project Financial Management work area. These dates can act as the starting point for additional work planning and scheduling.

Project managers can use the interactive Gantt chart to schedule tasks and manage task dependencies. You can plan project tasks in partial days and also view the project schedule changes instantly. In addition, you can assign multiple labor resources from the Labor Resources drop-down and specify allocation to assignments individually. To summarize, you can increase your productivity by managing project plans using the intuitive and high-performance user interface.

High Performance New Interactive Gantt UI

Watch a Demo

Steps to Enable

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

Offering: Project Execution ManagementNo Longer Optional From: Update 21D

Tips And Considerations

Limitations in the Current Release:

  • The Work Items column is not available on the Manage Project Plan page. If you manage sourcing or product development projects, use the Manage Work Items page instead. The ability to manage work items directly in the Manage Project Plan page is planned for a future release.
  • Arabic language is not currently supported.
  • Oracle Social Network is not available on the Manage Project Plan page. However, in case of financial projects, you can access Oracle Social Network from the Manage Project Financial Plan page.

  • You can't associate a sprint or requirement to a task from the Manage Project Plan page.

  • Task codes and task descriptive flexfields aren't available on the Manage Project Plan page. The ability to manage them from the Manage Project Plan page will be available from the 20B release.

  • The Manage Project Plan page can't be customized using Page Composer.

  • You can't associate a priority to a task from the Manage Project Plan page.

  • You can't export project plan to Excel from the Manage Project Plan page. However, you can export the project plan to Excel from Oracle Transactional Business Intelligence. Alternatively, you can print the project plan from the Manage Project Plan page.

Navigation Changes from Prior Releases:

  • Manage project information from the Manage Project Details page. Select Manage Project Details from the Actions panel in the Project Management work area. Previously, you had to click the project name to navigate to the Manage Project Details page.
  • Use the Update Financial Project Plan and Progress action from the Actions panel in the project management work area to update financial project plan.

Progress Model Changes from Prior Releases:

  • Team members can report actual and remaining hours separately from planned hours. Previously, team members could report actual and remaining hours only within planned hours if the feature Capture Actual Hours and Remaining Hours Separately from Planned Hours wasn’t opted in.
  • Project managers can report actual and remaining expense amounts separately from planned expense amounts. Previously, project managers could capture actual and remaining expense amounts only within planned amount if the feature Track Actual and Remaining Expense Amounts Separately from Planned Expense Amounts wasn’t opted in.

Other Changes from Prior Releases:

  • You must add project enterprise resources to a project, as project resources, before you can assign them to tasks. Previously, you could assign project enterprise resources directly to tasks.
  • When multiple resources are assigned to a task, resource calendars are also considered when deriving the task schedule. Previously, only the project calendar was considered when deriving the task schedule for tasks with multiple resources.
  • When you create a task, the start and finish dates default from the parent task.
  • If a task hasn't started and doesn’t have dependencies or constraints, here’s how the task start date is determined when you change its schedule mode from Manual to Automatic, change the project start date, or update the project plan by clicking the Update action:
    • If the task has summary tasks with dependencies or constraints, then the constraints and dependencies of the closest summary task are applied to the task. For example, if the summary task has Start on or after constraint without any dependency, then summary task constraint date is set as the task start date.
    • If the task doesn’t have any summary tasks with dependencies or constraints, the project start date is set as the task start date.

Key Resources

Related Help:

Role Information

To use this feature, you need this role:

  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB).

View Custom Fields from Application Composer in OTBI

Include custom fields in your analysis of backlog items, deliverables, issues, and resource requests using Oracle Transactional Business Intelligence. Fields added using Application Composer are also automatically included in the extension dimension of the related subject area. Project managers, resource managers, team members, and project executives can benefit from analysis of the additional information captured. For example, a field added to the resource request page is available to the resource manager in the Project Resource Management - Resource Management Real Time subject area.

The following table includes the Application Composer standard object, subject area, and subject area extension dimension:

Standard Object OTBI Subject Area Extension Dimension
Backlog Item Project Management - Requirements Real Time

Back Log Item Details > Project Backlog Item Extension

Project Deliverable

Project Management - Project Work Items Real Time

Work Item Details > Project Deliverables Extension

Project Issue

Project Management - Project Issues Real Time

Issue Details > Issue Extension

Project Resource Request

Project Resource Management - Resource Management Real Time

Request > Project Resource Request Extension

Steps to Enable

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

Tips And Considerations

Adding custom fields to your analysis takes just a few steps.

  1. Your administrator creates custom fields for the PPM standard objects and displays the fields on the related custom page layout. Your administrator then publishes the sandbox. Once published, the fields are automatically added to the extension dimension in OTBI.
  2. Create or edit an analysis using the subject area for the standard object. Simply add the custom fields from the extension folder to your analysis and your done.

HINT: You may not realize that a field in the user interface is a custom field. If you can’t find an attribute along with similar attributes in a dimension, check the extension dimension.

Key Resources

  • For details about creating and editing reports, see the Creating and Administering Analytics and Reports for PPM book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).
  • For details about extending the application using Application Composer, see the Configuring and Extending Applications book (available from the Oracle Help Center > your apps service area of interest > Books > Configuration and Extension).

Role Information

To use this feature you need the following roles:

  • Job Role Name and Code
    • Project Execution (ORA_PJF_PROJECT_EXECUTION)
    • Project Executive (ORA_PJF_PROJECT_EXECUTIVE)
    • Team Collaborator (ORA_PJF_TEAM_COLLABORATOR)
    • Resource Manager (ORA_PJF_RESOURCE_MANAGER)

Drill Down to the Project Management Work Area from OTBI

Project Managers use Oracle Transactional Business Intelligence, OTBI, to provide real-time insights to manage their projects. When an insight requires action, you can navigate to the actionable item easily using deep linking. A deep link is a URL to open a page without going through the application menu structure. Adding deep link URLs to your analysis lets you drill directly to the Project Management, Manage Project Plan page or to the following pages for a project: Manage Change Orders, Manage Financial Project, Manage Project Budget, Manage Project Calendar, Manage Project Forecast, Manage Project Resource Requests, Manage Project Resources, Manage Task Exceptions, Manage Work Items, and Track Financial Project Progress.

Example Analysis with Three Deep Links

Steps to Enable

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

Tips And Considerations

Adding a deep link interaction to your analysis takes just a few steps.

  1. Create or edit an analysis. You can use any of the following subject areas: Project Management - Baseline Versions Real Time, Project Management - Change Management Real Time, Project Management - Opportunity Integration Real Time, Project Management - Planning Real Time, Project Management - Project Resources Real Time, Project Management - Project Work Items Real Time
  2. Add the Project ID as a column in your analysis and then format the ID as a number.
    1. Select the configure icon next to the Project ID attribute and then select the Column Properties action.
    2. Select the Data Format tab and then the Override Default Data Format checkbox. Specify the Treat Numbers as a Number option, set the decimal places to zero, and disable the 1000s separator.

  1. Add the action link to the Project ID column or any other attribute in a distinct row of your analysis.
    1. Select the options icon next to the attribute and then the Column Properties action.
    2. Select the Interaction tab and then select Action Links for the Value, Primary Interaction.
    3. Select the Add Action Link icon. Enter a name for the link text and then choose the Navigate to a Web Page action.

  1. Add the deep link URL to the action link.
    1. Enter the following URL, replacing the hostname with your host name: //<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=projectId=@{2}&action=@{3}
    2. Add the three parameters for the object type, object key, and action. The object type is PROJECT_MANAGEMENT. Change the value type to Column Value for the object key and then select "Project"."Project Key".  The value for the action parameter determines which page the deep link will navigate to. See the table below for the action values.

Additional options are available to go back and forth between the analysis and the application page or to open the application in a new tab on your browser.

Repeat steps 2-4 for each page that you would like to drill to by changing the action link name and the value for the Action parameter. The following table displays the page and related action value.

Page Name

Action

Manage Change Orders

MANAGE_CHANGE_ORDERS

Manage Financial Project

MANAGE_FINANCIAL_PROJECT

Manage Project Budget

MANAGE_PROJECT_BUDGET

Manage Project Calendar

MANAGE_PROJECT_CALENDAR

Manage Project Forecast

MANAGE_PROJECT_FORECAST

Manage Project Plan

NONE

Manage Project Resource Requests

MANAGE_PROJECT_RESOURCE_REQUESTS

Manage Project Resources

MANAGE_PROJECT_RESOURCES

Manage Task Exceptions

MANAGE_TASK_EXCEPTIONS

Manage Work Items

MANAGE_WORK_ITEMS

Track Financial Project Progress

TRACK_FINANCIAL_PROJECT_PROGRESS

Key Resources

  • For more information, see the Creating and Administering Analytics and Reports for PPM book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Role Information

To use this feature, you need this role:

  • Job Role Name and Code
    • Project Execution  (ORA_PJF_PROJECT_EXECUTION)

Project Control

Track Financial Plan Version Approval Status

Track the status of your financial plan versions that you have submitted for review and approval or those that are already approved or rejected. This feature is not only applicable for budgets that are submitted for baseline and forecasts that are submitted for approval but also baseline budgets and approved forecasts. Using this feature, you can view the approver whose approval is pending for your financial plan version from the Manage Project Budget and Manage Project Forecast pages. You can also view the approval hierarchy and the actions pending or taken by the approvers.

View Approval History Window

View Approval History Window on the Manage Budget Versions Page

View Approval History Window on the Manage Forecast Versions Page

View Approval History Window on the Manage Forecast Versions Page

Steps to Enable

You must first enable:

  • Opt-in for the feature Enhanced User Interface for Managing Project Budgets before you can use this feature for project budgets.
  • The option to use workflow for status changes for the relevant financial plan types.

Tips And Considerations

  • This feature applies to:
    • Award budgets in addition to project budgets.
    • Only those financial plan versions that belong to a financial plan type for which the option to use workflow for status changes is enabled. 
  • By default, the Approval History window displays the actions taken on the workflow since the latest submission. To view the actions taken on the workflow prior to the latest submission, expand the Prior Actions section in the Approval History window.

Key Resources

  • Related Help: Workflow of Budget and Forecast Approvals in the Implementing Project Financial Management and Grants Management guide

Role Information

To use this feature, you need these privileges or roles:

  • Privilege Name and Code:
    • Manage Project Forecast (PJO_MANAGE_PROJECT_FORECAST_PRIV)
    • Manage Project Forecast Working Version (PJO_MANAGE_PROJECT_FORECAST_WORKING_VERSION_PRIV)
    • Manage Project Budget (PJO_MANAGE_PROJECT_BUDGET_PRIV)
    • Manage Project Budget Working Version (PJO_MANAGE_PROJECT_BUDGET_WORKING_VERSION_PRIV)
    • View Project Budget Baseline Version (PJO_VIEW_PROJECT_BUDGET_BASELINE_VERSION_PRIV)
    • View Project Budget Working Version (PJO_VIEW_PROJECT_BUDGET_WORKING_VERSION_PRIV)
  • Duty Role Name and Code:
    • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT)
    • Project Plan Management (ORA_PJO_PROJECT_PLAN_MANAGEMENT_DUTY)
  • Job Role Name and Code:
    • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
    • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
    • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)

Plan for Nonlabor Resources as Equipment with Different Units of Measure

Plan for nonlabor resources as equipment in your financial project plans, project budgets, and project forecasts using appropriate units of measure. You can define the desired units of measure on the expenditure types associated to your nonlabor resources that are classified as equipment in your planning resource breakdown structures. The planning lines for such resources will now have the unit of measures that are defined in the associated expenditure types as the default value in your financial project plans, budgets, and forecasts. You can plan for your nonlabor resources in units of measure other than hours.

Nonlabor Resource with non-Hours UOM

Steps to Enable

  1. Assign an appropriate unit of measure other than Hours for your expenditure type using the Manage Expenditure Types setup task.
  2. Associate the expenditure type created in step 1 to your nonlabor resource using the Manage Nonlabor Resources setup task. Classify your nonlabor resource as equipment by enabling the Equipment Resource Class check box.
  3. Include the Project Nonlabor Resource format in your planning resource breakdown structure and add the nonlabor resource created in step 2 as a planning resource.
  4. Create resource assignments for your nonlabor resource while planning for your project using the unit of measure that's derived from the expenditure type created in step 1.

Tips And Considerations

  • You can classify a nonlabor resource associated with an expenditure type having non-Hours unit of measure as an equipment using the Manage Nonlabor Resources setup task.
  • Associate your nonlabor resources with expenditure types that have the appropriate units of measure as these units of measure will be used during planning for such resources.
  • While creating or editing planning resource breakdown structures to add project nonlabor resources for planning, you can select only those nonlabor resources that are classified as equipment on the Manage Nonlabor Resources page. Existing nonlabor resources that are already included as planning resources will be retained.
  • If you create a new assignment for a nonlabor resource that's already assigned to another task, then the new assignment will have an unit of measure that's derived from the associated expenditure type of the resource whereas the earlier assignment will continue to have a unit of measure of Hours.
  • When you plan for nonlabor resources in units of measure that are different from Hours then the quantities for such resources aren’t rolled up to task and project levels. Only quantities that are entered for Hours are rolled up and reported at the task and project levels.

Key Resources

  • Related Help: Overview of Managing Resources in Financial and Planning Projects in the Defining and Managing Financial Projects guide

Role Information

To use this feature, you need these roles:

  • Duty Role Name and Code:
    • Project Plan Management (ORA_PJO_PROJECT_PLAN_MANAGEMENT_DUTY)
    • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT)
    • Project Budget Baseline Creation (ORA_PJO_PROJECT_BUDGET_BASELINE_CREATION_DUTY)
    • Project Budget Management (ORA_PJO_PROJECT_BUDGET_MANAGEMENT_DUTY)
  • Job Role Name and Code:
    • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
    • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
    • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)

View Project Budgets and Forecasts at the Resource Level in a Real-Time Analysis

Analyze project budgets and forecasts at the resource level and report on budget and forecast costs and revenue at a resource level for financial projects with reports built using the Project Control - Budgets Real Time and Project Control - Forecasts Real Time subject areas. For example, you can include the Resource dimension from the subject areas in your reports and view project budget and forecast details for an expenditure type or all expenditure types for a project, or choose to drill down to view the resource-level details from a project budget or forecast report that lists multiple projects.

Sample Analysis Built Using the Project Control - Budgets Real Time Subject Area

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).

Tips And Considerations

  • You can find the Resource and Resource Format attributes in the Resource dimension folder of the Project Control - Budgets Real Time and Project Control - Forecasts Real Time subject areas.

Key Resources

  • Related Help: Subject Areas for Oracle Project Management Real-Time Analyses in the Creating and Administering Analytics and Reports guide

Role Information

To use this feature, you need these duty and job roles:

  • Duty Role Name and Code:
    • Grants Management Transaction Analysis Duty (FBI_GRANTS_MANAGEMENT_TRANSACTION_ANALYSIS_DUTY)
    • Project Budget Transaction Analysis Duty (FBI_PROJECT_BUDGET_TRANSACTION_ANALYSIS_DUTY)
    • Project Forecast Transaction Analysis Duty (FBI_PROJECT_FORECAST_TRANSACTION_ANALYSIS_DUTY)
  • Job Role Name and Code:
    • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)
    • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)
    • Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB)
    • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
    • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
    • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
    • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)

Project-Driven Supply Chain

Project-Driven Supply Chain is an end-to-end, integrated solution across the Oracle Supply Chain Management and Project Management Cloud applications.  This solution is designed to support various business processes of manufacturing and asset-intensive companies.

You can use the Project-Driven Supply Chain solution to manage your supply chain processes in the context of projects without creating separate organizations for each project. You can also capture supply chain costs as project expenditures.

In this update, the Project-Driven Supply Chain solution is comprised of 11 features. The first nine features are part of the Oracle Supply Chain Management Cloud applications, and the last two features are part of the Oracle Project Management Cloud applications:

  • Segregate and Manage Project-Specific Inventory
  • Receive Project-Specific Supply
  • Pick Project-Specific Inventory
  • Ship Project-Specific Inventory
  • Transfer Project-Specific Inventory 
  • Purchase Project-Specific Inventory
  • Execute Project-Specific Manufacturing
  • Perform Project-Specific Maintenance
  • Execute Project-Striped Supply Chain Without Oracle Project Financials 
  • Capture Project-Driven Supply Chain Material and Manufacturing Costs (Oracle Project Management Cloud feature)
  • Capture and Capitalize Project-Driven Supply Chain Asset Maintenance Costs (Oracle Project Management Cloud feature)

The Project-Driven Supply Chain features in Oracle Project Management Cloud are described in this document.

Capture Project-Driven Supply Chain Material and Manufacturing Costs

Enter project information to track supply chain costs on purchase receipts, material transfers, manufacture of goods, and maintenance activities to meet your contractual compliance obligations.

You can track commitments for internal material transfer order, requisition, and purchase order with inventory or work order destinations. Project Accountants and Project Managers can view committed costs for requisitions once they have been created in procurement and will be displayed against a purchase order or a transfer order upon the creation of the document. Once the item is received, the committed costs are relieved.

Manage Committed Costs

Costed and accounted transactions from supply chain can be imported as project expenditures into PPM using Import Costs. Depending on the source of the transaction, one or more of the following documents will be created:

  • Maintenance Work Order
  • Manufacturing Work Order
  • Miscellaneous Inventory
  • Purchase Receipt
  • Sales Order Issue
  • Transfer Order Delivery

Each document will have its own document entries that will be created based on the type of cost in Oracle Cost Management.

Note that Resource Overhead document entry in manufacturing and maintenance work orders will be used to capture labor or equipment resource overhead costs from supply chain.

Payment discounts for purchase orders with project inventory or work order destination will be interfaced to projects using Oracle Fusion Payables transaction source and Payment document.

Use the Manage Project Costs task in Costs work area to search and view expenditure items and project costing details associated to the transactions. work order, transfer order and sales order references can be used as additional search criteria.

View source transaction details on the search results by including columns, such as shipment number and resource transaction references.

Manage Project Costs

Click on the transaction number link to view all expenditure item details for a single transaction, such as source document number (work order, transfer order and sales order numbers), item and item description, resource and resource instance, cost element, shipment and receipt numbers. Note that:

  • The transaction date is the expenditure item date for project supply chain transactions.
  • For sales order issue transactions the shipping organization will be used as the expenditure organization.
  • Receipts with expense destination for transfer order and purchase order do not include cost element information.
  • For the internal dropship flow, the project organization can be different from the shipping organization or the selling organization on the sales order line. In this scenario, costing will send to projects a negative expenditure to the shipping organization and a positive expenditure to the selling organization when item is shipped from project specific inventory.

Here are two examples of expenditure items for Manufacturing Work Order Resource and Purchase Receipt, with its respective details.

Expenditure Item Details - Manufacturing Work Order

Expenditure Item Details - Purchase Receipt

On the Costing tab, you can view the distributions and drill down to view the journal entries.

View Accounting

You can perform one or more adjustments on one or multiple expenditure items using the action menu. Adjustments performed in Project Costing will not be reflected in the source supply chain transaction. Optionally you can perform intercompany, burden and cost allocation business functions on expenditures items incurred from supply chain activities.

These transactions can also be viewed and adjusted in the Manage Cost Distributions task. Any cost exceptions can be resolved using Manage Unprocessed Costs task.

Use Accounting Period Close Exceptions Report processes to have visibility to the supply chain transactions that are pending to be imported into PPM. You can either view the transaction details in the Accounting Period Close Exceptions output report or through an analysis in OTBI using Projects - Period Close Exceptions subject area.

Here is a sample dashboard that has been created in OTBI to show pending transactions that impact period close which includes supply chain transactions.

Period Close Dashboard

Based on the contractual agreement with your customer, initiate invoices and recognize revenue for your project contract.

Your can invoice your customer using project contract invoice based on the percentage of completion or milestones achieved on the project. For example, a shipment of an item on a project sales order may result in a completion of a project contract milestone. This could be used to initiate billing activity.

Recognize revenue based on billing or percentage of completion. Optionally use project process configurator to define business-specific calculations for COGS (Cost of Goods Sold) revenue recognition.

Use Financial Summary tab to view contract amounts.

Project Contract - Financial Summary

Additionally, note that if you are billing your customer through Project Contract Billing, you must ensure that the integration between Order Management and Receivables is disabled for those project-related sales order lines.

You can perform additional analysis of project related supply chain transactions in Oracle Transactional Business Intelligence using the following subject areas:

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

Steps to Enable

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

Offering: Manufacturing and Supply Chain Materials Management

  • Expenditure Types used for items, inventory transactions, purchase orders, transfer orders and work order overheads in Project-Driven Supply Chain must be classified as Supplier Invoice and Inventory expenditure type class.
  • Expenditure Types used for work order labor and equipment resource transactions in Project-Driven Supply Chain must be classified as Work In Process expenditure type class.

Tips And Considerations

  • In SCM, general context was formerly known as Sales Order Issue
  • You cannot perform reverse type of adjustment for supply chain transactions.
  • Budgetary control is not supported for project transfer order, work order, inventory and purchase order with inventory or work order destination.
  • PPM does not support billing by material item and service item, such as coverages and subscriptions.
  • Supplier based Drop ship, Back to Back processing for project sales order lines are not supported.

Key Resources

  • Related Help: Project-Driven Supply Chain chapter in the Using Project Costing guide.

Role Information

To use this feature, the following privileges or roles are required:

  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
  • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
  • Project Costing Transaction Analysis Duty (FBI_PROJECT_COSTING_TRANSACTION_ANALYSIS_DUTY)
  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST)
  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)
  • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)

Capture and Capitalize Project-Driven Supply Chain Asset Maintenance Costs

Enter project information to track supply chain costs on purchase receipts, material transfers, and maintenance activities to capture Construction-In-Process (CIP) and expense costs for the capital project. For example, the cost of the item on a purchase order receipt or on a transfer order shipment can be incorporated in the final asset. Create capital assets to accumulate costs for fixed assets that are being built, installed, or acquired. Additionally, you can create retirement adjustment assets to collect cost of removal and proceeds of sale amounts associated with assets that are being retired, removed, abandoned or otherwise deposed.

You can track commitments for internal material transfer order, requisition, and purchase order with inventory or work order destinations. Project Accountants and Project Managers can view committed costs for requisitions once they have been created in Procurement and will be displayed against a purchase order or a transfer order upon the creation of the document. Once the item is received, committed costs are relieved.

Manage Committed Costs

Costed and accounted transactions from supply chain can be imported as project expenditures into PPM using Import Costs. Depending on the source transaction, one or more of the following documents will be created:

  • Maintenance Work Order
  • Miscellaneous Inventory
  • Purchase Receipt
  • Transfer Order Delivery

Each document will have its own document entries that will be created based on the type of cost in Oracle Cost Management.

Note that Resource Overhead document entry in maintenance work orders will be used to capture labor or equipment resource overhead costs from supply chain.

Payment discounts for purchase orders with project inventory or work order destination will be interfaced to projects using Oracle Fusion Payables transaction source and Payment document.

Use the Manage Project Costs task in Costs work area to search and view expenditure items and project costing details associated to the transactions. Work Order, Transfer Order and Purchase Order references can be used as additional search criteria.

View source transaction details on the search results by including columns, such as Shipment Number and Resource Transaction references.

Manage Project Costs

Click on the transaction number link to view all expenditure item details for a single transaction, such as source document number (work order, transfer order and purchase order numbers), item and item description, resource and resource instance, cost element, shipment and receipt numbers. Note that:

  • The transaction date is the expenditure item date for project supply chain transactions.
  • Receipts with expense destination for transfer order and purchase order do not include cost element information.

Here are two examples of expenditure items for Maintenance Work Order resource and Purchase Receipt, with its respective details.

Expenditure Item Details - Maintenance Work Order

Expenditure Item Details - Purchase Receipt

On the Costing tab, you can view the distributions and drill down to view the journal entries.

View Accounting

You can perform one or more adjustments on one or multiple expenditure items using the action menu. For example, set expenditures as noncapitalizable to expense certain types of supply chain costs. Adjustments performed in Project Costing will not be reflected in the source supply chain transaction. Classify transactions either as construction-in-progress costs or retirement work-in-progress costs. Optionally, perform intercompany, burden and cost allocation business functions on these expenditures items.

These transactions can also be viewed and adjusted in the Manage Cost Distributions task. Any cost exceptions can be resolved using Manage Unprocessed Costs task.

Use Accounting Period Close Exceptions Report processes to have visibility to the supply chain transactions that are pending to be imported into PPM. You can either view the transaction details in the Accounting Period Close Exceptions output report or through an analysis in OTBI using Projects - Period Close Exceptions subject area.

Here is a sample dashboard that has been created in OTBI to show pending transactions that impact period close which includes supply chain transactions.

Period Close Dashboard

View the total cost of your capital project including both capitalizable and noncapitalizable costs in the Assets work area. Generate asset lines from the construction-in-progress costs including supply chain transactions and then transfer the asset lines to Oracle Assets. If a project has more than one capital asset, then place each asset in service when it is completed. You can capture the cost of removal and proceeds of sale from the retiring asset and then send to Oracle Assets.

Optionally, capitalize interest as part of the total cost of acquiring and constructing assets that require an extended period to be ready for used.

Manage Capital Assets

Perform additional analysis of project related supply chain transactions in Oracle Transactional Business Intelligence using the following subject areas:

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

Steps to Enable

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

Offering: Manufacturing and Supply Chain Materials Management

  • Expenditure Types used for items, inventory transactions, purchase orders, transfer orders and work order overheads in Project-Driven Supply Chain must be classified as Supplier Invoice and Inventory expenditure type class.
  • Expenditure Types used for work order labor and equipment resource transactions in Project-Driven Supply Chain must be classified as Work In Process expenditure type class.

Tips And Considerations

  • View and configure SCM: General context in Project Standard Cost Collection flexfields to capture and process supply chain costs.
  • SCM: General context is used across all supply chain transactions to capture project costs and it was formerly known as Sales Order Issue.
  • You cannot perform reverse type of adjustment for supply chain transactions.
  • Budgetary control is not supported for project transfer order, work order, inventory and purchase order with inventory or work order destination.
  • You can only increase or decrease the value of a fixed asset using the same project that was used to build the asset.

Key Resources

  • Related Help: Project-Driven Supply Chain chapter in the Using Project Costing guide.

Role Information

To use this feature, you need these privileges or roles:

  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
  • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
  • Project Costing Transaction Analysis Duty (FBI_PROJECT_COSTING_TRANSACTION_ANALYSIS_DUTY)
  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)
  • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)