Cloud Readiness / Oracle Project Management Cloud
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  1. Update 21A
  1. Revision History
  2. Overview
  3. Optional Uptake of New Features (Opt In)
  4. Feature Summary
  5. Common Technology and User Experience
    1. Common Project Management Features
        1. Refined User Experience for Key Lists of Values Search for Project Management
        2. Service Excellence Continuing Investments
    2. REST APIs for Project Management
      1. Project Control
        1. Project Budget Version Additional Actions Using a REST API
      2. Project Foundation
        1. Project Rate Schedules REST API
      3. Project Management
        1. Work Plan Template Tasks Retrieval Using a REST API
        2. Project Resources REST API
      4. Project Resource Management
        1. Nomination and Fulfillment of Multiple Resources Using a REST API
    3. Workflow for Project Management
        1. Project Status Approval History
        2. Workflow Transaction Console for Plan Approval and Invoice Approval
  6. Oracle Project Management
    1. Grants Management
        1. Award Creation with Additional Invoicing and Revenue Options
    2. Labor Distribution
        1. Pay Element Level Labor Schedule
    3. Project Billing
        1. Bill-to Contact Email Displayed in Contract Pages
        2. Invoice Billing Events Calculated and Created Using the Project Process Configurator
    4. Project Control
        1. Current Actual Amounts Refresh for Project Forecast Working Version
        2. Planning Rate Derivation for Borrowed Resources
    5. Project Costing
        1. Additional Accounting Sources for Creating Project Accounting
        2. Asset Line Grouping Configuration
        3. Editable Unprocessed Project Costs for Third-Party Transaction Sources
    6. Project-Driven Supply Chain
        1. Project Material Return Authorization
    7. Project Foundation
        1. Microsoft Project 2019 Integration
        2. Project Rate Schedule Security
    8. Project Management
        1. Financial Actual Effort and Cost Tracking from the Project Work Plan
        2. Project Plan Export to Excel and Task Prioritization Using the New Project Planning User Experience
    9. Project Performance Reporting
        1. Association of Projects to Key Performance Indicators Using File-Based Data Import
    10. Project Resource Management
        1. Assignment Type Default Based on Project Type
        2. Expanded View of Projected Utilization
        3. Resource Assignment Search Using Assignment Name and Project Number
        4. Utilizable Time Calculations Driven by Work Type
  7. IMPORTANT Actions and Considerations

Update 21A

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 Product Feature Notes
23 JUN 2021 Project Foundation Project Rate Schedule Security Updated document. Revised role information.
18 DEC 2020     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.

SECURITY AND NEW FEATURES

The Role section of each feature identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are required to use the feature.)

If you have created job roles, then you can use this information to add new privileges to those roles as needed.

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 by stepping through the following instructions using the following privileges:

  • Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)
  • Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)

Here’s how you opt in to new features:

  1. Click Navigator > My Enterprise > New Features.
  2. On the Features Overview page, select your offering to review new features specific to it. Or, you can leave the default selection All Enabled Offerings to review new features for all offerings.
  3. On the New Features tab, review the new features and check the opt-in status of the feature in the Enabled column. If a feature has already been enabled, you will see a check mark. Otherwise, you will see an icon to enable the feature.
  4. Click the icon in the Enabled column and complete the steps to enable the feature.

For more information and detailed instructions on opting in to new features for your offering, see Offering Configuration.

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

Common Project Management Features

Refined User Experience for Key Lists of Values Search for Project Management

Service Excellence Continuing Investments

REST APIs for Project Management

Project Control

Project Budget Version Additional Actions Using a REST API

Project Foundation

Project Rate Schedules REST API

Project Management

Work Plan Template Tasks Retrieval Using a REST API

Project Resources REST API

Project Resource Management

Nomination and Fulfillment of Multiple Resources Using a REST API

Workflow for Project Management

Project Status Approval History

Workflow Transaction Console for Plan Approval and Invoice Approval

Oracle Project Management

Grants Management

Award Creation with Additional Invoicing and Revenue Options

Labor Distribution

Pay Element Level Labor Schedule

Project Billing

Bill-to Contact Email Displayed in Contract Pages

Invoice Billing Events Calculated and Created Using the Project Process Configurator

Project Control

Current Actual Amounts Refresh for Project Forecast Working Version

Planning Rate Derivation for Borrowed Resources

Project Costing

Additional Accounting Sources for Creating Project Accounting

Asset Line Grouping Configuration

Editable Unprocessed Project Costs for Third-Party Transaction Sources

Project-Driven Supply Chain

Project Material Return Authorization

Project Foundation

Microsoft Project 2019 Integration

Project Rate Schedule Security

Project Management

Financial Actual Effort and Cost Tracking from the Project Work Plan

Project Plan Export to Excel and Task Prioritization Using the New Project Planning User Experience

Project Performance Reporting

Association of Projects to Key Performance Indicators Using File-Based Data Import

Project Resource Management

Assignment Type Default Based on Project Type

Expanded View of Projected Utilization

Resource Assignment Search Using Assignment Name and Project Number

Utilizable Time Calculations Driven by Work Type

>>Click for IMPORTANT Actions and Considerations

Common Technology and User Experience

Common Project Management Features

Refined User Experience for Key Lists of Values Search for Project Management

Experience improved performance and enhanced type ahead suggestions for select lists of values in Project Management.

The following lists of values have the enhanced user experience as of this release:

  • Business Unit
    • Contracts work area > Create/Edit Contract > Lines > Details > Billing > Internal Billing
  • Project Classification: Class Code
    • Project Financial Management work area
      • Manage Financial Project Settings > Project Classifications
  • Project Role
    • Awards work area
      • Manage Awards > Edit Award > Details > Personnel
      • Manage Awards > Edit Award > Projects > Details > Personnel
  • Project Template
    • Project Financial Management work area
      • Tasks Panel Tab > Enable Project for Financial Management

These lists of values facilitate faster manual data entry for the corresponding attributes.

Enhanced Project Role Showing Type Ahead for Any "Manager" Role

Enhanced List of Values for Business Unit Showing a Partial Type Ahead Search

Steps to Enable

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

Key Resources

Service Excellence Continuing Investments

In this update, our on-going investment in service excellence includes improvements in performance, messages, usability, and documentation.

In this release, our on-going investment in service excellence includes improvements in the following areas:

  • Documentation Content: Awards
  • Performance: Cost Adjustments, Manage Unprocessed Costs, My Projects, Manage Events
  • Messages: Import Project Tasks file-based data import, Exception reporting for Manage Project Performance Data output report
  • User Assistance Simplification: Restructured Implementation guides and enhanced the overall flow.
  • Usability:
    • Budgetary Controls: Project receipt cost transactions that do not pass budgetary control validation at the source in supply chain management are not eligible for import as project costs. Review rejected transactions in the output report for the Import Costs process and in the Manage Unprocessed Costs page. Correct the transaction at the source and then re-initiate import.
    • Budgets and Forecasts: View approval history of budgets and forecasts, cost approvals, and invoice approvals far into the future on the respective pages.
    • Expenditure Batches: Add cost transactions from the UI to existing batches that belong to a document that requires expenditure batch approval. From the Manage Expenditure Batches page, select the link for the batch name to navigate to the Manage Unprocessed Costs page to add new cost transactions to the batch.
    • Rate Schedules: Add new rates to existing rate schedules for past dates using the Import Project Rate Schedules and Overrides file-based data import (FBDI). To download the latest XLSM template and view the updated instructions, see the Import Project Rate Schedules and Overrides topic in the File-Based Data Import for PPM guide.

Steps to Enable

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

REST APIs for Project Management

Project Control

Project Budget Version Additional Actions Using a REST API

Refresh resource and conversion rates for a budget version using the Project Budgets REST API. Specify a percentage to adjust planning amounts.

Use the Project Budgets REST API to refresh resource rates and conversion rates over time to improve planning efforts as required. Optionally, refresh only the conversion rates to derive the most up-to-date conversion rates before you set a budget as the baseline budget.

Perform adjustments on the budget version to review a change in estimate.

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 refresh only the conversion rates, set the refreshOnlyConversionRates attribute to Y in the payload.

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 one of these privileges and roles:

  • Privilege Name and Code:
    • Manage Project Budget Working Version (PJO_MANAGE_PROJECT_BUDGET_WORKING_VERSION_PRIV)
    • Manage Project Budget (PJO_MANAGE_PROJECT_BUDGET_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 Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
    • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)

Project Foundation

Project Rate Schedules REST API

View, create, and update rate schedules using the Project Rate Schedules REST API. Use rate schedule rates and mark-ups to calculate your project cost, revenue, and billing amounts.

Use this API to manage cost, billing, and planning rates or markup percentages for person, job, and nonlabor rate schedules.

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

Data security policies, if configured on project rate schedules, will apply when accessing this REST API. The details are as follows:

  • When data security policies are configured on the ‘Manage Project Rate Schedule’ functional privilege, the specified data conditions and user actions will apply to the Project Rate Schedules REST API. For more details on this feature, refer to the new 21A Project Rate Schedule Security feature.
    • Users assigned with the “Manage Project Rate Schedule Data” privilege are able to perform all supported operations on the data they have been provided with access.
    • Users assigned with the “View Project Rate Schedule Data” privilege are only able to perform the GET operation on the data they have been provided with access.

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 Rate Schedule (PJF_MANAGE_PROJECT_RATE_SCHEDULE_PRIV)
  • Job Role Name and Code
    • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
    • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)
    • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
    • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)
    • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
    • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)
    • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

Project Management

Work Plan Template Tasks Retrieval Using a REST API

View tasks in a work plan template using the Work Plan Templates REST API. A work plan template is a set of project tasks and resource assignments that's used to create project plans and add tasks to existing project plans.

The Work Plan Templates REST API retrieves the following task values:

  • Financial and nonfinancial tasks with attributes such as task number, description, efforts, duration, billable and chargeable flags, and schedule mode 
  • Dependencies
  • Labor and expense resource assignments
  • Deliverables
  • Milestones and gate details
  • Additional attributes such as task codes and task descriptive flexfields

Build custom solutions or reports using the Work Plan Templates REST API. For example, analyze public work plan templates that require addition of tasks.

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

  • Users with the required role or privilege can view their templates and all the public work plan templates.

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 role or privilege:

  • Job Role Name and Code:
    • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
  • Privilege Name and Code:
    • Manage Project Work Plan (PJT_MANAGE_PROJECT_WORK_PLAN_PRIV)

Project Resources REST API

Manage labor and expense resources for a project using Project Labor Resources and Project Expense Resources REST API. For example, add planned resources to a project, or delete a resource from a project.

Project managers can add, update, and delete planned labor resources on a project. They can also add, update, and delete expense resources. For example, add a resource with a specific role to the project for assigning him to a project task. You can update other details like rates and his assignment dates.

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

  • If you don’t specify a role when adding a resource, the Team Member role is assigned.

  • These operations are available only for resources in Planned status. Resources in other statuses will be supported in future releases.

  • The primary project manager can’t be deleted from the project.

Key Resources

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

Role Information

  • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY)

Project Resource Management

Nomination and Fulfillment of Multiple Resources Using a REST API

Nominate and fulfill requests where a single request can process the requirement for multiple resources using Project Resource Request REST API. Update the individual resource status to fulfill requests for more than one requested resource. Resource managers or project managers perform final approvals depending on your business process. Requests created for a requested quantity of greater than one can be fulfilled by updating individual resource status.

The Project Resource Request REST API supports nominate and request fulfillment flows even if the requested quantity is more than one. When the number of resources in the Reserved or Confirmed status matches the number of resources requested, the request is fulfilled.

  • Project managers and resource managers can update the staffing status of the resources associated with a request.
  • Resource managers can also approve resources when they’re nominating in a single operation by passing the status with the nominated resource.
  • Project managers can approve a nominated resource if the Manage Project Resource Management Implementation Options setup allows so.

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

  • Resource managers can nominate multiple resources for a project manager's review.
  • The status of the request changes to "In Process for Multiple Resources" when you nominate resources for an unfulfilled request with a quantity greater than one.

Here’s a list of actions that are available to project and resource managers based on the current status of the request.

Role Current Status Next Available Status
Project Manager Open  No Action
Nominate Custom Status
Nominate/Custom Status   Request or Confirmed Assignment
Request or Reserved Assignment
Reject
Approve (conditionally)
Request or Confirmed/Reserved No Action
Rejected, Withdrawn, Approved No Action
Resource Manager Open   Nominate
Nominate and Approve (Fulfill)
Nominate Withdraw
Request or Confirmed Assignment Approve/Reject
Request or Reserved Assignment Approve/Reject
Custom Status Withdraw
Withdraw No Action
Approved/Reject No Action

Key Resources

  • Related Help:  Considerations for Nominating Resources on a Resource Request in the Using Project Execution Management guide

Role Information

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

  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
  • Resource Manager (ORA_PJF_RESOURCE_MANAGER_JOB)
  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
  • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)

Workflow for Project Management

Project Status Approval History

Track the status of your projects that are undergoing approval or those that are finally approved. Using this feature, you can view the approval hierarchy and the actions pending or taken by the approvers on your projects. Viewing the current and future assignees of the project status approval workflow helps you to monitor the project status and follow up with the approvers if the workflow isn't progressing as expected.

View the current approval activities for a project by clicking the View Current Approval icon along side the Project Status field on the General tab of the Manage Financial Project Settings page.

Current Approval Activities for a Project

Click the View History button to view the entire approval history of the project and view the approval activities for specific statuses on the Project Status History window.

Project Status History

Additionally, view the project status history of a project undergoing approval by clicking the Project Status column on the My Projects page in the Project Financial Management work area.

Project Status History on My Projects Page

Watch a Demo

Closer tracking of the workflow progress facilitates sending reminders to appropriate approvers to take an action thus resulting in timely workflow approvals.

Steps to Enable

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

Tips And Considerations

  • This feature applies to project statuses that are enabled for workflow. For project statuses that aren't enabled for workflow, you can view the status change history as before.
  • You can view the approval history of the project status only in the Project Financial Management work area. You can't view the approval history in the Project Management work area, for example, on the Manage Project Details page.

Key Resources

Role Information

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

  • Privilege Name and Code:
    • View Project Definition Basic Information (PJF_VIEW_PROJECT_DEFINITION_PRIV)
  • Duty Role Name and Code:
    • 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 Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
    • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)

Workflow Transaction Console for Plan Approval and Invoice Approval

Using a single console, administrators can now proactively monitor workflow tasks and resolve any exceptions for Project Contract Invoice Approval and Budget and Forecast Plan Approval workflows. Project administrators can research workflow exceptions and either restart the task after making a correction to the underlying rules or withdraw the task in progress. The Transaction Access Console provides details for the invoice approval and plan approval workflow in this release, with expanded coverage planned for upcoming releases.

Use the Workflow Transaction Console to:

  • View the latest status of all the tasks in the system.
  • Review the issue description and resolution for failed tasks.
  • Take appropriate actions based on the issue description and resolution. For example, you can recover a failed task after correcting the rule or withdraw a task in progress.
  • Search based on the user-defined criteria.

Once this feature is opted-in, if there is an error in the approval flows, the workflows and the corresponding business transactions will stay in Submitted status.

Transaction Console is available for the following Project Management approval workflows:

  • Project Contract Invoice approval
  • Budget Version approval
  • Forecast Version approval

When you submit approval workflow for the above flows, and if there is an error in the underlying rules engine, you will see an error in the approval history of these workflows. The View Approval History popup in the respective transaction pages will show this error message.

View Approval History popup

You can contact the project application administrator, who can view the approval workflows and their status in the Workflow Transaction Console page.

Transaction Console Page

The administrator can select the workflow that has failed, view the errors for the workflow and take one of the following actions:

  1. Withdraw the process
  2. Recover the process – The administrator can fix the rule which is broken in the BPM rule engine and then recover the process from the transaction console.
  3. Terminate the process

When the administrator drills down to a failed workflow from the transaction console, the administrator will see the rule which has failed.

Workflow Transaction Details from Transaction Console Page

The administrator can fix the rule causing the error and recover the workflow.

Prior to this transaction console uptake, when the approval workflow failed due to some issue in the BPM rules, there was no information given out on where the error had occurred. With this feature uptake, your project application administrators will be able navigate to the transaction console, view the status of the workflows, select the workflow that is stuck and view the issue that caused the workflow to fail. The administrator can fix the rule and recover the workflow and successfully take it to completion.

Steps to Enable

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

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

Tips And Considerations

Additional Project Management approval workflows will be available in the Transaction Console in upcoming releases

Role Information

Transaction Console access is given to the Project Application Administrator role with the following duty role and privilege:

  • Job Role : Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
    • Project Transaction Approval Reviewing (ORA_PRJ_REVIEW_APPROVAL_TRANSACTIONS_DUTY)
      • Review Approval Transactions (PER_REVIEW_APPROVAL_TRANSACTIONS_PRIV)

By default, Transaction Console displays all workflow transactions across applications. To display only Project Management related tasks in the Workflow Transaction Console for Project Application Administrator, enable the transaction security feature by using these steps:

  1. Go to Navigator > Setup and Maintenance > Manage Enterprise HCM Information.
  2. Click Edit > Correct.
  3. In the Transaction Console Information section, select Enable Transaction Security.

Oracle Project Management

Grants Management

Award Creation with Additional Invoicing and Revenue Options

Create award contracts with additional invoicing and revenue options from all award creation methods.

Amount based revenue and invoicing method classifications are available to be chosen during award creation.  In addition, the Net Invoice flag and Invoice Grouping options can be set at the same time. These additional attributes being available at time of award creation increase the efficiency of setting up the award by reducing the steps needed to update contract billing information.

These new billing attributes are available in all award creation methods from the user interface and the automated options of REST and file-based data integration (FBDI).  Default values can be setup in the Default Billing Attributes section of the Grants Management Business Unit Implementation Options setup task. 

The screenshots below illustrate the fields in award creation and the business unit implementation options task:

Award Creation

Grants Management Business Unit Implementation Options Task

Watch a Demo

Increase efficiency in award creation using the additional attributes for billing detail definition.

Steps to Enable

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

Tips And Considerations

  • Leverage the Grants Management Business Unit Implementation Options to set the default for these new attributes to the most common values used to streamline award creation.
  • Contract billing validations are performed during award creation to ensure the invoice and revenue method are valid combinations.
  • Download the latest Import Awards file-based data import XLSM template for use with the additional attributes.

Key Resources

Related Help:

Role Information

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

  • Privilege
    • Create Award
  • Roles
    • Grants Administrator
    • Grants Department Administrator
    • Principal Investigator

Labor Distribution

Labor distribution capabilities allows for the distribution of payroll amounts to project or general ledger accounts using labor schedules. These labor schedules specify the duration and percentage to track a person's effort spent on award or project related work or any other work. Project and grant administrators can use the distributed labor cost information to satisfy audit, effort, or other reporting requirements.

For additional information about labor distribution see the 20B What's New: Distribute Payroll Amounts Using Labor Schedules

Pay Element Level Labor Schedule

Define labor schedules for payroll elements that will apply to any payroll costs distributed through labor distribution. If a person-assignment payroll element labor schedule exists for the same element, it will take precedence.

For example, labor distribution administrators can create an Element level labor schedule for a business unit that distributes all tuition reimbursement payments to a specific general ledger account. The image below illustrates the revised Manage Labor Schedules page that allows for filtering labor schedules by type.

Find Labor Schedules

This new element type labor schedule works together with the other schedule types (Assignment and Assignment Element) to distribute the payroll costs.  All three types could be used to distribute a payroll cost, but only one will take precedence for each work day. The precedence order is:

  1. Assignment Element
  2. Element
  3. Assignment

The image below illustrates an Element level labor schedule. This labor schedule will distribute all payroll costs in the business unit to the specified general ledger account through a non-project labor cost.

Element Level Labor Schedule

The subsequent images illustrate the Assignment and Assignment Element level labor schedules that overlap with the Element level labor schedule defined above.    

Assignment Labor Schedule

Assignment Element Labor Schedule

Watch a Demo

Projects that have complex payroll cost distribution requirements can leverage element level labor schedules to meet customer or sponsor requirements that are specific to the type of pay an employee receives.

Steps to Enable

  • Creation of Pay Elements
    • Pay Elements are required to be created to be accessible in the labor schedule work area
      • Use the Elements setup task to efficiently create the elements needed
  • The role Labor Distribution Administrator has additional security requirements:
    • To gain access to the Elements from the HCM Payroll area use the Assign Security Profiles to Role setup task to define a Legislative Data Group security profile for the Labor Distribution Administrator role
    • Users assigned this role will need to be assigned Business Unit access in the Mange Data Access for Users setup task

Tips And Considerations

  • You must create pay elements using the Elements set up task. Only then they are accessible in the labor schedule work area.
  • Import Assignment Labor Schedules process validates the pay element attributes for Element labor schedules to ensure they match a pay element setup in HCM Payroll.
  • Import Payroll Costs process validates the pay element attributes to ensure they match a pay element setup in HCM Payroll.
  • Creating Element level labor schedules has a specific security privilege “Manage Labor Schedules at Element Level”, allowing for the creation of roles with or without this capability (the delivered Labor Distribution Administrator role has has been granted this privilege).

Key Resources

Related Help:

  • Understanding of pay elements in the Set Up Elements chapter in the Oracle Global Human Resources Cloud Implementing Payroll for Global guide
  • Understanding the Legislative Data Group security profile for the Labor Distribution Administrator role in the Legislative Data Group Security Profiles chapter in the Securing HCM guide
  • Understanding the accounting setup in the Implementing Subledger Accounting guide
  • Labor Distribution chapter in the Using Project Costing guide

Role Information

To use this feature, the following roles are required:

  • Labor Distribution Administrator (ORA_PJF_LABOR_DISTRIBUTION_ADMINISTRATOR_DISCRETIONARY) security profile assigned to the role and requisite setup

Project Billing

Bill-to Contact Email Displayed in Contract Pages

Display Bill-to Contact email address in the Bill-to Contact list of values and Bill Plans region when editing a project contract. Contract administrators can select the appropriate email addresses for sending the invoices.

In addition to adding the bill-to contact email address, the following attributes are also available for display in the Bill Plans region, using the View Columns menu item:

  • Bill-to Contact
  • Bill-to Site
  • Bill Set
  • Invoice Grouping
  • Payment Terms
  • Labor Format
  • Nonlabor Format
  • Event Format
  • Invoice Revenue Currency

The following images illustrate the changes to the user interface:

Bill-to Contact Dropdown List

Edit Contract: Billing Tab: Bill Plans Region

With the continued increase in electronic invoice distribution, it is imperative that businesses send the electronic invoices to the right email addresses. This ensures the appropriate customer representatives receive the invoices and can process them for payment in a timely manner, thereby improving cash flow.

Also, with the possible display of more attributes in the Bill Plans region, contract administrators can more easily spot potential problems with bill set numbering before a contract is validated.

Steps to Enable

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

Role Information

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

  • Job Role Name and Code:
    • Customer Contract Administrator (ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB)
    • Customer Contract Manager (ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB)

Invoice Billing Events Calculated and Created Using the Project Process Configurator

Define business-specific calculations for progress and fees using the Project Process Configurator. This allows customers additional flexibility to support advanced invoicing needs.

Define complex calculations for advanced invoicing requirements. You can assign these calculations to invoice methods for consistent treatment of invoicing 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, which include:

  • Calculation level event amount in contract currency, on an inception to date, period to date, or current run basis.
  • Contract header descriptive flexfields.
  • Contract line description flexfields.
  • Contract line percent complete.
  • Contract line amount in contract currency.
  • Contract invoice amount in contract currency in the current run.
  • Calculation level invoiced cost amount in contract currency, on an inception to date or current run basis.
  • Calculation level invoiced labor cost amount in contract currency in the current run.
  • Calculation level invoiced nonlabor cost amount in contract currency in the current run.

The following images illustrate three project process configurators to calculate administrative fees, using different administrative fee percentages entered in contract line descriptive flexfield 1, contract line descriptive flexfield 2, and contract line descriptive flexfield 3, multiplied by the total amount of invoicing in the current run for labor, nonlabor, and events:

Edit Project Process Configurator - Labor

Edit Project Process Configurator - Nonlabor

Edit Project Process Configurator - Event

The project process configurator is assigned to an invoice method, which is the basis for calculating required invoice amounts during invoice generation. Automatic billing events are generated for the amount calculated by the formula. These events are generated either for a contract line or an associated project, based on the calculation level defined for the invoice method. The event type of the automatic event is also defined for the invoice method.

Enter a value for processing order to determine the order of execution of the process configurators assigned to an invoice method. A lower value denotes a higher priority of execution. For example, a configurator with a processing order of 10 is executed before a configurator with a processing order of 20. The event amount created by a configurator with a lower processing order can be utilized to calculate the event amount of a configurator with a higher processing order using the source Calculation Level Event Amount in Contract Currency - Run with an Event Type filter.

The following image illustrates the assignment of three project process configurators to an invoice method:

Edit Invoice Method

The business benefits of this feature include:

  1. Easier implementation and lower cost. Use business-specific attributes and formulas within Project Billing to generate billing events with the proper amount to invoice to customers. Avoid the use of PaaS or other external applications to calculate invoice amounts and FBDI or REST to create the billing events in Project Billing to invoice to customers.
  2. Reduced overall processing time, so invoices generated sooner.

Steps to Enable

  1. Create new event types for use with project process configurators, 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 Event Types task.
    4. Click on the Manage Event Types task in the search results to create new event types.
  2. Create new project process configurators, 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 results to create new project process configurators.
  3. Create new invoice methods, 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 Invoice Methods task.
    4. Click on the Manage Invoice Methods task in the search results to create new invoice methods. Assign the new project process configurators and new event types to the new invoice methods.
  4. Start using the new invoice methods on new bill plans or amend existing bill plans to assign the new invoice methods.

Tips And Considerations

  1. The Inception to Date and Period to Date sources don't include the invoice amounts for transactions being invoiced in the current run of the Generate Invoice process.
  2. The amount values used in the configurator formulas can be further refined by using the available filters for a source.  Currently, the only filter available is event type, which is only available on the three calculation level event amount sources.
  3. Careful consideration should be given to the attributes specified on the invoice formats on bill plans associated with invoice methods containing process configurators.  This is especially true of contract line, project, and task, in relation to the calculation level selected for the process configurators.
  4. Consider defining a separate event type for each and every process configurator, especially if you are using any of the three calculation level event amount sources. Ensure the Allow Adjustment option is disabled for each event type specified for a process configurator assigned to an invoice method.
  5. Consider using this tool for progress and fee billing or with a negative percent for retention or drawdowns on advances.
  6. The maximum number of configurators that can be assigned to an invoice method is five.

Role Information

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

  • Job Role Name and Code:
    • 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)

Project Control

Current Actual Amounts Refresh for Project Forecast Working Version

Refresh actual costs without having to regenerate the forecast working version. Estimate to Complete and Estimate At Completion for the version will be determined based on the current actual cost amounts.

Watch a Use Case Scenario Demo

Efficiently refresh actual amounts on forecast versions.

Steps to Enable

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

Key Resources

Role Information

To use this feature, you need one of these privileges and 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)
  • 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)

Planning Rate Derivation for Borrowed Resources

Save time and effort by not having to maintain multiple rate schedules for borrowed resources. The application automatically derives the rates for planning costs from the primary assignment business unit or organization for these resources.

Borrowed resources are resources that are working on projects that belong to a different business unit. Planning rates will now will be derived exactly as actual cost transaction rates using the rate schedule assigned to the resources primary assignment business unit or organization.

Rate derived for resource Hamilton Ms.Anne is from the primary assignment business unit Vision Services while the projects business unit is Vision Operations.

Primary assignment business unit for person Hamilton, Anne is Vision Services

Using this feature you can accurately plan for cost in financial project plans, budgets, and forecasts using the resources business unit or organization without having to maintain multiple rate schedules for the person when the projects business unit or organization is different from the resources business unit or organization.

Steps to Enable

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

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

Tips And Considerations

  • When you plan for named person format in the planning and billing resource breakdown structure and plan for such resources on the financial project plan, budget or forecast the rates for such resources is derived from the rate schedule of the resources primary assignment business unit or organization for such resources.

Key Resources

  • Related Help: Considerations for Creating Budgets and Forecasts in the Defining and Managing Financial Projects guide.

Role Information

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

  • Privilege Name and Code
    • Manage Project Plan Type (PJO_MANAGE_PROJECT_PLAN_TYPE_PRIV)
    • Manage Project Financial Plan Type (PJO_MANAGE_PROJECT_FINANCIAL_PLAN_TYPE_PRIV)
    • Manage Project Budget (PJO_MANAGE_PROJECT_BUDGET_PRIV)
    • Manage Project Budget Working Version (PJO_MANAGE_PROJECT_BUDGET_WORKING_VERSION_PRIV)
    • Manage Project Forecast (PJO_MANAGE_PROJECT_FORECAST_PRIV)
    • Manage Project Forecast Working Version (PJO_MANAGE_PROJECT_FORECAST_WORKING_VERSION_PRIV)
  • Duty Role Name and Code
    • Project Financial Application Administration (ORA_PJF_PROJECT_FINANCIAL_APPLICATION_ADMINISTRATION_DUTY)
    • Project Budget Management (ORA_PJO_PROJECT_BUDGET_MANAGEMENT_DUTY)
    • Project Budget Baseline Creation (ORA_PJO_PROJECT_BUDGET_BASELINE_CREATION_DUTY)
    • Project Plan Management (ORA_PJO_PROJECT_PLAN_MANAGEMENT_DUTY)
    • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT))
    • Award Management (ORA_GMS_AWARD_MANAGEMENT_DUTY)
  • Job Role Name and Code
    • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_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)
    • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
    • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)

Project Costing

Additional Accounting Sources for Creating Project Accounting

Additional source is available for project costs and revenue to allow greater flexibility when creating account rules, mapping sets, and description rules.

Here is the attribute you can now use to define subledger accounting:

  • Item Sales Account

This Source is now available for the External, Intercompany, and Interproject Revenue and Revenue Adjustment Event Classes.

You can now define revenue account rules that utilize the Sales Account specified on the item of the revenue distribution line's item-based contract line.

Steps to Enable

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

Tips And Considerations

You can find a complete list of available sources in the Setup and Maintenance task Manage Subledger Application Transaction Objects for Project Costing. Select the Event Class and the View Source Assignments button for a complete list of available sources for each event class.

Key Resources

Related Help:

  • Accounting for Project Transactions in the Oracle Project Management Cloud Using Project Costing guide.
  • Implementing Subledger Accounting guide.

Role Information

To use this feature, you need these privileges:

  • Privilege Name and Code:
    • Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB)
    • Integration Specialist (ORA_FND_INTEGRATION_SPECIALIST_JOB)

Asset Line Grouping Configuration

Configure additional grouping criteria to group asset lines and perform asset assignments using the Project Process Configurator. Group asset lines using attributes including expenditure category, expenditure type, expenditure organization, billable indicator, work type, supplier, person, inventory item, contract, funding source, transaction source, document, and document entry. Values from descriptive flexfields are available for you to use for grouping. For example, create a project process configurator to define that asset line costs that are grouped by inventory item, funding source or a user defined descriptive. Grouping can be done for a combination of these values as well, for example expenditure category and expenditure organization.

The Project Process Configurator must be created with the Grouping Sources from the project cost transactions to group the Asset Lines.

Project Process Configurator

Define the Project Type with the Asset Line Grouping Method of Project Process Configurator.

Project Type with Project Process Configurator

The 48 project costing transactions attributes available for asset line grouping are:

  • Billable Indicator
  • Contract
  • Expenditure Category
  • Expenditure Organization
  • Expenditure Type
  • Funding Source
  • Inventory Item
  • Person
  • Supplier
  • Transaction Document
  • Transaction Document Entry
  • Transaction Source
  • Work Type
  • Expenditure Item Descriptive Flexfield Attributes 1-10
  • Expenditure Type Descriptive Flexfield Attributes 1-15
  • User-Defined Descriptive Flexfield Attributes 1-10

In this example there are seven project costs transactions with three unique Expenditure Organization and Expenditure Type combinations.  These transactions will be grouped into asset lines according to the Project Process Configurator where the Expenditure Organization and Expenditure Type grouping sources have been selected.

Manage Project Costs

There are three unique combinations of Expenditure Organizations and Expenditure Types.  The Generate Asset Lines process will create the following three Asset Lines. The Asset Line Description is a combination of the Expenditure Organization and Expenditure Type.

Manage Asset Lines

Watch a Demo

When the delivered asset line grouping methods do not satisfy your grouping requirements, you have an additional 48 project cost attributes or a combination of them to group your asset lines.

Steps to Enable

In order to use this feature you must define the Project Process Configurator and a new Project Type using this Asset Line Grouping Method.

Project Process Configurator

  1. Navigate to the Setup and Maintenance work area.
  2. Search for and select the task Manage Project Process Configurator.
  3. On the Manage Project Process Configurator page, click Create in the Search Results section.
  4. On the Create Project Process Configurator page, enter a name for your configurator.
  5. Select the value Asset Line Grouping in the Business Process choice list.
  6. In the Configurator section, select the desired Grouping Sources, up to ten of them, in the Available Grouping Sources list.
  7. Click Move to shuttle the Sources to the Selected Grouping Sources list.
  8. Use the far right arrows to move the selected Sources up or down.
  9. Verify that the Active check box is enabled.
  10. Click Save and Close.

Project Type

  1. Navigate to the Setup and Maintenance work area.
  2. Search for and select the task Manage Project Type.
  3. Enter a Project Type Name.
  4. Select the Set value.
  5. Enter a Description, From Date and To Date.
  6. Select Enable capitalization checkbox.
  7. Select the Capitalization Options page.
  8. Select the appropriate Cost Type.
  9. Select the Asset Line Grouping Method of Project Process Configurator.
  10. Select the Asset Cost Allocation Method, Event Processing Method and the Default Capitalized Interest Rate Schedule.
  11. Select the optional fields of Require complete asset definition and the Use grouping method for supplier invoice or Export Supplier Invoices for Oracle Fusion Assets option.
  12. Click on Save and Close.
  13. Create a Project Template using this Project Type.
  14. Create a Project using this Project Template.

Tips And Considerations

  • You can have multiple Project Process Configurators for Asset Line Grouping, but only one can be active.
  • The maximum number of Grouping Sources selected is ten.
  • When you create a new or update an existing Asset Line Grouping Method, all subsequent asset lines created will be grouped based on the current grouping method.
  • The Grouping Sources can be altered at anytime. All new asset lines will use this grouping criteria.
  • The default grouping criteria by which project cost transactions are grouped into asset lines are Project, Task, and CIP Account. This criteria is implicit and can’t be changed by the configurator, in other words, no grouping attribute can be removed. However, additional grouping criteria can be added on top of these using the configurator. For example, asset lines can be grouped by Expenditure Organization and Expenditure Type. The asset lines will be grouped by the following sources.
    • Project
    • Task
    • CIP Account
    • Expenditure Organization
    • Expenditure Type

Watch a Setup Demo

Key Resources

Role Information

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

  • Privilege Name and Code:
    • Manage Project Process Configurator (PJF_MANAGE_PROJECT_PROCESS_CONFIGURATOR_PRIV)
  • Duty Role Name and Code:
    • Project Financial Application Administration (ORA_PJF_PROJECT_FINANCIAL_APPLICATION_ADMINISTRATION_DUTY)
  • Job Role Name and Code:
    • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

Editable Unprocessed Project Costs for Third-Party Transaction Sources

Edit unprocessed project cost transactions that belong to third-party application transaction sources. These unprocessed costs are editable until they are picked up by the Import Costs process and converted into project costs.

Project and grants accountants can edit unprocessed costs that are in error status to make them valid so that they are processed by the Import Costs process.

Steps to Enable

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

Tips And Considerations

Enable the option to allow modifications to unprocessed transactions for the document entry to which the costs belong using the Manage Project Transaction Sources setup task.

Role Information

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

  • Privilege Name and Code:
    • Manage Project Unprocessed Expenditure Item (PJC_MANAGE_PROJECT_UNPROCESSED_EXPENDITURE_ITEM_PRIV)
    • Manage Project Unprocessed Expenditure Batch (PJC_MANAGE_PROJECT_UNPROCESSED_EXPENDITURE_BATCH_PRIV)
  • Duty Role Name and Code:
    • Project Cost Transaction Processing (ORA_PJC_PROJECT_COST_TRANSACTION_PROCESSING_DUTY)
  • Job Role Name and Code:
    • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
    • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_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.

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.

For additional information about project-driven supply chain see 20A What's New: Project-Driven Supply Chain

Project Material Return Authorization

Streamline the return of project materials shipped against a sales order. Order managers and order entry specialists enter project information on the return material authorization, so that project accountants and project managers can track related supply chain costs for the project. You must opt-in to the Accept Project-Specific Customer Returns feature in the Manufacturing and Supply Chain Materials Management offering to leverage these capabilities.

Create a referenced or unreferenced sales order customer return under the Order Management work area. If referenced, the project and task details are copied from the referenced sales order when available. In case of an unreferenced return material authorization, you can still enter project and task details if required, by selecting the edit project details icon. You can also remove referenced project and task details using the Remove Project Details button when the parameter ‘Allow User to Remove Project Details on Referenced Returns’ from the ‘Manage Order Management Parameters’ task in the Functional Setup Manager is enabled.

Create Order – Order Management

SALES ORDER CUSTOMER RETURN

Once the item is received and the transaction is accounted by Cost Management, you can import the sales order customer returns into PPM using the Import Costs process available in Project Costing.

View the transaction detail by using the Manage Project Costs page that is available in the Costs and the Project Management work areas. Use the view menu to add the sales order number column which can help to identify the transaction source.

Manage Project Costs

The Manage Unprocessed Costs and Manage Cost Distributions pages can be used to view the sales order customer return references, based on the sales order number.

  • PPM receives costs only in the case of a referenced intercompany project-based sales order customer return with project and task details. For referenced intercompany project-based returns, Fusion Cost Management will send the cost as a positive charge to the project referencing expenditure org as the inventory organization where the receipt is performed, and as a negative charge referencing the expenditure org on the RMA order against the event, Trade Sales Return.
  • If any overheads are absorbed for these events they would always be sent as an additional positive charge to the project from the organization where they get earned.
  • PPM does not receive any costs for the below scenarios, and the respective cost distributions will be marked as not applicable for interfacing to Projects in the Review Cost Accounting Distributions page in Fusion Cost Management.
    • Unreferenced project-based sales order customer returns with or without the project and task details.
    • Referenced project-based sales order customer returns within the same business unit
    • Referenced intercompany project-based sales order customer returns without project and task details.

Open the expenditure item to have a complete overview of the transaction, including the source document details. You can also create an analysis in OTBI using the sales order customer return details available in Project Costing - Actual Costs Real Time subject area.

Expenditure Item Detail

The Accounting Period Close Exceptions Report process also give visibility to the sales order customer return transactions that are pending to be imported into PPM. You can either view the return order details in the Accounting Period Close Exceptions output report or through an analysis in OTBI using Projects - Period Close Exceptions subject area.

Accounting Period Close Exceptions Report

OTBI Analysis – Period Close Exceptions Subject Area

Project Billing - Credit your customer using applicable invoice credit actions in Project Billing. You can follow the billing process that is currently available in Project Billing.

Efficiently manage the material returns process for project sales orders to realize one or more of the following business benefits -

  • Streamlined approach for treatment of returned material based on your business needs
  • Improved customer satisfaction with a smoother process and speedier processing of returns
  • Allows businesses to have a continued focus on production and less on processing of returns

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 ManagementNo Longer Optional From: Update 21C

Opt-In to the feature “Accept Project-Specific Customer Returns” in the Opt In UI. This Opt-in feature can only be enabled when the ‘Project-Driven Supply Chain’ opt-in is enabled.

Tips And Considerations

  • Enable the ‘Allow User to Remove Project Details on Referenced Returns’ parameter from the ‘Manage Order Management Parameters’ task in the Functional Setup Manager to allow users to remove project details on referenced returns and to optionally receive into a non-project inventory.
  • Sales order lines that include project details are typically invoiced as part of Project Contract Billing, and not from Receivables. Create a new line type, such as Project Based, and assign it to the lines that include project details. Perform one of these two set ups:
    • Create an orchestration process that doesn't include an invoice task, and assign this process to the Project Based line type.
    • Create an orchestration process that does include an invoice task and that uses line selection criteria to skip the lines that include the Project Based line type.

Key Resources

Related Help Topics:

  • View a recording on implementation advice and demos - Accept project specific customer returns
  • Oracle Supply Chain Management Cloud Using Order Management Guide
  • Oracle Supply Chain Management Cloud Using Supply Chain Cost Management Guide
  • Oracle Supply Chain Management Cloud: Implementing Order Management

Role Information

To use this feature, you need the below job roles:

  • 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)

Project Foundation

Microsoft Project 2019 Integration

The Project Execution Management and Project Financial Management integrations with Microsoft Project desktop versions are expanded to include Microsoft Project 2019. As Microsoft no longer supports Microsoft Project 2007, the integrations to such versions are retired.

Microsoft Project Integration with Project Execution Management Installation

This capability provides continued support for Microsoft Project with integration to the latest desktop version.

Steps to Enable

If you are already using the integration with Microsoft Project 2019, no further action is needed. Otherwise, if you don't have the integration installed, perform the following steps:

A. To install the latest version of the Project Financial Management client:

  1. From the Navigator, open the Project Financial Management work area.
  2. Open the Actions panel tab and select Install Microsoft Project Integration to download the latest client.
  3. Save the client, extract the installation files to a local folder, and run setup from that folder. Make sure Microsoft Project is closed before running the installation.
  4. After the Microsoft Project Integration client is installed, open Microsoft Project.
  5. From the Oracle Fusion Projects ribbon, select the Change Environment icon and enter the URL for Oracle Project Management Cloud.

B. To install the latest version of the Project Execution Management client:

  1. From the Navigator, open the Project Management work area.
  2. Open the Actions panel tab and select Install Microsoft Project Integration to download the latest client.
  3. Save the client, extract the installation files to a local folder, and run setup from that folder. Make sure Microsoft Project is closed before running the installation.
  4. After the Microsoft Project Integration client is installed, open Microsoft Project.
  5. From the Oracle Fusion Projects ribbon, select the Change Environment icon and enter the URL for Oracle Project Management Cloud.

Tips And Considerations

All prior capabilities for Microsoft Project Integration remain the same. This feature certifies the existing clients as compatible with Microsoft Project 2019.

Key Resources

Related Help:

  • How Microsoft Project works with Project Financial Management in the Implementing Project Financial Management and Grants Management Guide
  • How Microsoft Project works with Project Management in the Using Project Execution Management Guide

Role Information

To use this feature, you need one of these roles:

  • Job Role Name and Code:
    • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
    • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)

Project Rate Schedule Security

Secure project rate schedules to ensure access is limited to a user's specific area of responsibility. Assign data security policies to custom roles that limit view, edit, and creation of project rate schedules based on an assigned business unit or reference data set.

Secure rate schedule data with the predefined user actions of read only or full access along with predefined conditions, that secures data access to rate schedules, based on their assignment to either the common rates set or rate sets assigned to business units or both. Three new data security options are available to support the configuration of data security on project rate schedules.

Business Object Action Description
Project Rate Schedules Manage Project Rate Schedule Data

Allows access to manage project rate schedules for the reference data sets for which the user is authorized.

Project Rate Schedules

View Project Rate Schedule Data

Allows access to view project rate schedules for the reference data sets for which the user is authorized.

Reference Data Sets

Access Project Rate Set Data

Allows access to reference data sets for which the user is authorized.

NOTE: There are no changes to existing data access to rate schedules, functional privileges and job roles, both seeded and user-defined. The data security on rate schedules will apply only when users are provisioned with a user-defined role granted with any of the above data security policies, along with the requisite data access where applicable.

The above user actions are further supplemented with predefined conditions that allow securing the rate schedule data based on the rate schedules belonging to either the common rates set or rate sets assigned to business units. Custom conditions particular to your business requirements can also be defined and used with the predefined user actions.

When data security is configured on rate schedules and rate sets, and assigned to users, it will override any administrator or functional privileges available as part of their existing job roles. It also impacts all areas of usage for the manage rate schedules task, including the Manage Rate Schedules pages, associated File-Based Data Import, Setup and Maintenance Export/ Import and REST services.

Watch a Demo

The business benefits for this feature are as below:

  • Secure project rate schedule data and restrict its access based on the user’s business unit assignment or other business conditions.
  • Ability to limit user actions of view, create, update and delete rate schedules and schedule lines, thereby eliminating chances of incorrect or unauthorized changes to rate schedules and schedule lines.
  • Flexibility to add the predefined data security actions and conditions to seeded as well as user-defined job roles.
  • Allows using the data security actions of managing or viewing rate schedules with user-defined conditions.

Steps to Enable

A. Project Rate Schedules

Create a data security policy for rate schedules and assign required data condition and user actions.

Predefined Conditions That Will Allow Access to Project Rate Schedules and Schedule Lines Belonging to the Common Rates Set or Rate Sets Assigned to Business Units the User is Authorized with Data Access

Predefined User Actions That Grant the Users with the Privilege to a Full Access or Read Only Access of Rate Schedules

B. Reference Data Sets

Create another data security policy on rate sets and assign the required data condition and user action. It is important that the data security to ‘Access Project Rate Set Data’ and conditions be configured along the same lines as the data security policy configured for the project rate schedules. In the absence of configuring and provisioning this policy to users when a data security policy exists on project rate schedules, users with the manage rate schedules privilege will not be able to create a new rate schedule successfully.

It is, however, not mandatory to configure the data security on rate sets for users provisioned with read only privileges on rate schedules.

Predefined Conditions Similar to Project Rate Schedules, That Will Grant Users with Access to Common Rates Set or Rate Sets Assigned to Business Units the User is Authorized with Data Access

Predefined Action That Will Allow Access to Specified Rate Sets

Below are the suggested setups for a few sample business scenarios.

Business Scenario Data Security Policy Name (Sample) Business Object Action Condition

User requires full access to create, read, update and delete rate schedules and schedule lines belonging to the common rates set only.

Rate Schedules Policy 1

Project Rate Schedules

Manage Project Rate Schedule Data

Common rates set

Rates Set Policy 1

Reference Rate Sets

Access Project Rate Set Data

User requires full access to create, read, update and delete rate schedules and schedule lines belonging to only the business unit/s for which user has authorization.

Rate Schedules Policy 2

Project Rate Schedules

Manage Project Rate Schedule Data

Rate sets assigned to business units

Rates Set Policy 2

Reference Rate Sets

Access Project Rate Set Data

User requires full access to create, read, update and delete rate schedules and schedule lines belonging to the common rates set and rate sets assigned to the business unit/s for which user has authorization.

Rate Schedules Policy 3-1

Project Rate Schedules

Manage Project Rate Schedule Data

Common rates set

Rate Schedules Policy 3-2

Rate sets assigned to business units

Rates Set Policy 3-1

Reference Rate Sets

Access Project Rate Set Data

Common rates set

Rates Set Policy 3-2

Rate sets assigned to business units

User requires read only access to view rate schedules and schedule lines belonging to the common rates set.

Rate Schedules Policy 4

Project Rate Schedules

View Project Rate Schedule Data

Common rates set

Rates Set Policy 4

Reference Rate Sets

Access Project Rate Set Data (Not Mandatory)

User requires read only access to view rate schedules and schedule lines belonging to rate sets assigned to the business unit/s for which user has authorization.

Rate Schedules Policy 5

Project Rate Schedules

View Project Rate Schedule Data

Rate sets assigned to business units

Rates Set Policy 5

Reference Rate Sets

Access Project Rate Set Data (Not Mandatory)

User requires read only access to view rate schedules and schedule lines belonging to the common rates set and rate sets assigned to the business unit/s for which user has authorization.

Rate Schedules Policy 6-1

Project Rate Schedules

View Project Rate Schedule Data

Common rates set

Rate Schedules Policy 6-2

Rate sets assigned to business units

Rates Set Policy 6-1

Reference Rate Sets

Access Project Rate Set Data (Not Mandatory)

Common rates set

Rates Set Policy 6-2

Rate sets assigned to business units

User requires full access to create, read, update and delete rate schedules and schedule lines belonging to the common rates set and privilege to read, update or delete a specific rate schedule ID.

Rate Schedules Policy 7-1

Project Rate Schedules

Manage Project Rate Schedule Data

Common rates set

Rate Schedules Policy 7-2

Data Set: By Key

Rate Schedule ID

Rates Set Policy 7-1

Reference Rate Sets

Access Project Rate Set Data

Common rates set

User requires full access to create, read, update and delete rate schedules and schedule lines belonging to the common rates set and those that belong to the specified rate set.

Rate Schedules Policy 8-1

Project Rate Schedules

Manage Project Rate Schedule Data

Common rates set

Rate Schedules Policy 8-2

Data Set: By Key

Rate Set ID

Rates Set Policy 8-1

Reference Rate Sets

Access Project Rate Set Data

Common rates set

Rates Set Policy 8-2

Data Set: By Key

Rate Set ID

Continue with existing behavior. Data security policy not required on project rate schedules.

N/A N/A N/A N/A

Tips And Considerations

  • When a user is provisioned with job roles with overlapping user privileges of both manage and view rate schedules, the manage privilege will be respected and the view privilege will be ignored.
  • The job role provisioned with the data security policy should also be explicitly provided with data access to the required business units specific to user/s, if the condition provided is to access rate schedules and rate sets based on business unit/s assignment.
  • When creating custom conditions, it is important to note that while the view privilege will work as intended for the custom conditions, any condition that is not bound by the rate schedule or rate set data condition will be ignored for a create activity.
    • Example: A custom condition is created to address the below requirement.
    • Provide data access to person rate schedules belonging to rate sets assigned to the business units for which users have been provided with access.
      • When the manage privilege is provided along with this user-defined condition, if a user attempts to create a new rate schedule,
        • Available rate sets to assign the newly created rate schedule will be limited to the rate sets assigned to the business units that user has been provided with access and any other rate sets, depending on the rate set data security policy assigned to the user.
        • Users will, however, not be prevented from creating a rate schedule with a schedule type that is not person.
  • The new data security policies when configured and assigned to users, will override any administrator or functional privileges by way of job roles provisioned to that user. It is advised that the data security policy on rate schedules and rate sets are not provisioned for an application administrator or integration specialist or any user who routinely carries out administration duties. Below table illustrates some sample setups and outcomes.
  • User Job Roles Expected Behavior
    Project User1 Project Application Administrator

    This user though provisioned with an application administrator role will be able to only view rate schedules and schedule lines belonging to the common rates set.

    Project Accountant

    User defined job role with data security policy on rate schedules and rate sets, providing view privilege on rate schedules belonging to the common rates set.

    Project User2 Project Accountant

    This user will be able to create, edit or delete rate schedules and schedule lines of rate sets belonging to only the business unit/s they have been provided with access.

    User defined job role with data security policy on rate schedules and rate sets, providing manage privilege on rate schedules of rate sets belonging to business unit/s user has been authorized with access.

Key Resources

  • Watch the Project Rate Schedule Security Demo
  • Related Help:  Project Foundation Configuration: Rate Schedules, in the Implementing Project Financial Management and Grants Management guide

Role Information

To use this feature, you need the below privilege

  • Privilege Name and Code:
    • Manage Project Rate Schedule (PJF_MANAGE_PROJECT_RATE_SCHEDULE_PRIV)

To configure this feature, you need the following job roles:

  • Privilege Name and Code:
    • Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB)
    • Integration Specialist (ORA_FND_INTEGRATION_SPECIALIST_JOB)

Project Management

Financial Actual Effort and Cost Tracking from the Project Work Plan

View financial actual efforts and actual costs for tasks in the Manage Project Plan page. For example, project managers can view the total actual hour effort that team members have charged to a project and compare that with planned effort estimates. These new columns enable project managers to get a complete view of the detailed project schedule, task status, and financial activity in one location. You must opt in to the Expedite Your Project Planning with a New User Experience feature to leverage these capabilities.

Here’s the list of new columns that can be accessed from the Manage Project Plan page:

  • Financial Actual Effort
  • Financial Actual Burdened Cost in Project Currency
  • Financial Actual Burdened Cost in Project Ledger Currency

Financial Actuals on Manage Project Plan Page

Steps to Enable

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

Tips And Considerations

  • Run the Update Project Performance Data process to view the latest financial actuals on the Manage Project Plan page.

  • These columns are available only for financial projects.

Key Resources

  • Related Help Topic: Functionality Without the Expedite Your Project Planning with a New User Experience Feature in the Using Project Execution Management guide

Role Information

To use this feature you need this role:

  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)

Project Plan Export to Excel and Task Prioritization Using the New Project Planning User Experience

Specify task priority in your work plans to facilitate collaboration and common understanding across the project team. Optionally, associate requirements driving a task to balance priorities across tasks. At any point, export plans to Microsoft Excel to share them with stakeholders or customers. You must opt in to the Expedite Your Project Planning with a New User Experience feature to leverage these capabilities.

The Export to Excel Option and  the Requirement and Priority Columns on Manage Project Plan Page

In addition, choose the right resources for project tasks by viewing additional resource information such as project assignment start date, project assignment end date, and resource cost rates when assigning resources to tasks.

Resource Details When Assigning Resources to Tasks

Steps to Enable

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

Tips And Considerations

  • Some of the columns aren’t displayed by default. You can show them if required.

Key Resources

Related Help Topics:

Role Information

To use this feature you need this role:

  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)

Project Performance Reporting

Association of Projects to Key Performance Indicators Using File-Based Data Import

Attach KPIs to existing projects using the Import Project Key Performance Indicators file-based data import feature.

Project application administrators and project integration specialists can attach active KPIs to project templates or projects that are enabled for financial management. They can also enable or disable KPI and project associations.

This feature helps to reduce the time and effort required to associate KPIs with projects and templates, especially if they are managed by different project administrators or managers who track similar KPIs for their projects.

Steps to Enable

Download and review the latest import template in the File-Based Data Import for Oracle Project Portfolio Management Cloud guide. To prepare and import data using the template, follow the instructions in the Instructions and CSV Generation tab within the template.

Tips And Considerations

The Import Project Key Performance Indicators: Generate Report child process generates an Excel output report that includes the rejected associations and the reasons for the rejections. Correct the errors in the output report and upload to reprocess the rejected associations.

Key Resources

  • Related Help: File-Based Data Import for PPM guide available on the Oracle Help Center.

Role Information

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

  • Privilege Name and Code:
    • Run Import Project Key Performance Indicators Process (PJS_RUN_IMPORT_KEY_PERFORMANCE_INDICATORS_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 Resource Management

Assignment Type Default Based on Project Type

Assignment type for project resource requests and assignments defaults from the project type for financially-enabled projects. Resource managers and project managers minimize manual data entry and ensure accuracy of their billable and non-billable requests and assignments.

Project Type with Billing Enabled

Assignment Type Default based on Project Type

Accurately tracking billable and non-billable project resource requests and assignments is important for resource staffing decisions and reporting. By automatically deriving the assignment type from the associated project's project type, resource managers and project managers are assured that information is correctly conveyed to those that use this information.

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

  • The project type setting Enable Billing determines the Assignment Type on the project resource request or assignment
    • If Enable Billing is yes, then Assignment Type defaults to Billable and the Billable Percent is set to 100%.
    • If Enable Billing is no, then Assignment Type defaults to Non-Billable and Billable Percent has no value.
    • The Assignment Type that is defaulted can be changed on the request or assignment.
  • Project Type is only associated to financially-enabled projects

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)

Expanded View of Projected Utilization

Resource managers can view projected utilization for one or more pools or an individual resource in an expanded table view. Previously, resource managers could view projected utilization for all resources or resource pools for the current week and cumulative intervals. Now they get enhanced viewing ability with different data display ranges for individual resources or groups of resources on the Manage Resources page.

Use the Manage Resources page to search the resource or group of resources by resource pool, organization, or pool owner to perform the following actions:

  • View target and projected utilization percentage for each resource or group of resources.
  • Change the display range. Use the Display Range filter to view projected utilization data of resources and resource pools for the current week or cumulative intervals for the next 2 weeks, 4 weeks, 8 weeks, or 13 weeks.
  • View the utilization data details such as the last run date and the display range dates.

The Manage Resources Page Displaying 13-Weeks Projected and Target Utilization for Resources Belonging to the "US - West Region" Pool

Steps to Enable

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

Tips And Considerations

  • Run the Update Resource Utilization Data process to view the latest projected utilization.
  • The Target Utilization column isn't displayed by default. You can enable the column if required from Columns option under View action on the toolbar.

Key Resources

  • Related Help:  Considerations for Resource Utilization and Analytics in the Using Project Execution Management guide

Role Information

To use this feature you need this privilege or role:

  • Resource Manager (ORA_PJF_RESOURCE_MANAGER_JOB)

Resource Assignment Search Using Assignment Name and Project Number

Resource managers can enter a name for an assignment as a way to easily identify and locate individual assignments. Resource managers who often track projects by their project number can quickly locate all assignments or requests for a project by entering the project number when conducting a search.

Resource managers and project managers often communicate about assignments. To clearly identify specific assignments, a project manager or resource manager used a combination of attributes; resource, project, role, and assignment dates. With this feature, assignment name can be used as a means to quickly identify and locate the assignment to ensure quick and efficient communication.  

Create Assignment and Specify Assignment Name

Assignment Details with Assignment Name

Search by Project Number or Assignment Name

Steps to Enable

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

Tips And Considerations

  • Assignment name does not have to be unique and is not required
  • Assignment name can be updated after the assignment is created

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)

Utilizable Time Calculations Driven by Work Type

Track the utilizable hours from time cards to determine the actual utilization for resources. When a resource charges time to projects, the associated work type determines whether or not the time is utilizable. For example a project is created to track activity for internal training. The work type selected for this project and its tasks is set as non-utilizable. Hours logged by a resource to tasks on this project will not count in the resource's actual utilization. A different project that has tasks for external customer work has a work type that is set as utilizable. Hours logged by the resource to tasks on this project are counted in the resource's actual utilization.

Utilizable Attribute on Work Type

Resource managers rely on accurate utilization metrics to determine things such as resource productivity and future staffing needs. Resource managers can be assured that the resources' actual utilization will only reflect time card hours that are deemed as relevant to the utilization metrics.

Steps to Enable

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

Tips And Considerations

A new attribute is added to Work Type called Utilizable. Existing Work Types have this value enabled.

  • The Work Type set on the task determines whether the hours a resource logs to the task are counted towards actual utilization.
  • If the task does not have a work type, the project's work type will be used.
  • If the project does not have a work type, the hours will be counted towards actual utilization.

Work Type on Financial Project Plan Tasks

The value for the Utilizable attribute on a Work Type can be changed at any time.

  • After it is updated, all subsequent actual hours processed by the Import Costs job will use the new Utilizable value.

Key Resources

  • Related Help: How do I set a work type as utilizable? in the Project Execution management guide.

Role Information

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

  • Resource Manager (ORA_PJF_RESOURCE_MANAGER_JOB)
  • Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)

IMPORTANT Actions and Considerations

PROJECT CONTRACT BILLING: TRANSITION TO THE NEW DATA IMPORT/EXPORT MANAGEMENT FRAMEWORK FOR PROJECT CONTRACTS

The method for importing project contracts fully transitions to the CX Sales Cloud Data Import/Export Management framework in the 21A update. As of the 21A update, this transition is mandatory and exceptions are not possible. This framework replaces the processes currently supported by the Manage Import and Export Activities tasks, and will provide enhanced usability, reliability, and performance.

Please be aware that this change only applies to the import of project contracts and related objects including bill plans, revenue plans, and associated projects.  All other project objects will continue to use the ERP File-Based Data Import (FBDI) framework.

If you currently use the Manage Import and Export Activities tasks in Setup and Maintenance to import project contracts, transition your import and export processes to the new Data Import / Export Management Framework along with the 21A update.

NOTE: This also includes any automated or “lights out” usage of the framework for project contract creation.

Benefits of the New Data Import / Export Management Framework for Project Contracts

  • Ease of Use: Streamlined UX, drag and drop mapping, pre-execution validations
  • Integration: REST and command-line APIs for job definition, invocation, and monitoring
  • Consistency: Object definitions aligned throughout the application (import, REST, UI), including parent-child structures
  • Improved Debugging: Easier issue diagnosis – analyzes up to the first 10 rows of your input file for validation of data type constraints and required fields
  • Performance: Reduced execution items for high-volume use cases
  • Flexibility: Support for jobs of all sizes, high-volume onboarding and initial data loads

Key Resources