Cloud Readiness / Oracle Project Management Cloud
What's New
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  1. Update 21B
  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. Service Excellence Continuing Investments
    2. Oracle Digital Assistant
        1. Oracle Digital Assistant for Project Time and Project Management
    3. REST APIs for Project Management
      1. Project Billing
        1. Approval, Rejection, or Return to Draft Status of Project Contract Invoices Using REST APIs
        2. Automatic Reversal of Billing Events Using FBDI and REST APIs
        3. Extended Descriptive Flexfields on Billing Events in FBDI and REST APIs
      2. Project Control
        1. Financial Project Plans Deferred Processing Using the REST API
        2. Planning Option Descriptive Flexfields for Award Budgets REST API
        3. Planning Option Descriptive Flexfields for Project Budgets REST API
        4. Project Forecast Version Additional Actions Using a REST API
      3. Project Management
        1. Task Creation, Modification, and Deletion in Work Plan Templates Using a REST API
    4. SOAP Services for Project Management
        1. Get Cost and Bill Planning Rates Using a SOAP Service
    5. Workflow for Project Management
      1. Project Costing
        1. Attachments in Project Expenditure Batch Approval Workflow
      2. Project Foundation
        1. Configurable Approval Notifications for Project Status Changes
        2. Workflow Transaction Console for Project Status Change Approval
  6. Oracle Project Management
    1. Grants Management
        1. Award Template Descriptive Flexfields
    2. Project Billing
        1. Item Billing for Item Contract Lines
        2. Grouping of Invoices by Bill-To Site and Bill-To Contact
    3. Project Control
        1. Dynamic Resource Addition on Incurring Actuals
    4. Project Costing
        1. Editable Capitalization Options for Project Types
    5. Project-Driven Supply Chain
        1. Project Sales Orders Fulfillment with Back to Back Supply
    6. Project Management
        1. Multilevel Planning Resource Breakdown Structure Support for Financial and Work Planning
    7. Project Performance Reporting
        1. KPIs Usage Across Project Units
        2. Configurable View for Reviewing Project Performance
    8. Project Resource Management
        1. Expanded Resource Request and Assignment Schedule Adjustment Options
        2. Option to Exclude Non-Worked Time from Utilization

Update 21B

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
13 APR 2022 Project Billing

Grouping of Invoices by Bill-To Site and Bill-To Contact

Updated document. Revised opt in expiration.

07 JAN 2022 Project Billing

Grouping of Invoices by Bill-To Site and Bill-To Contact

Updated document. Revised opt in expiration.

13 JUL 2021 Project Billing

Grouping of Invoices by Bill-To Site and Bill-To Contact

Updated document. Revised opt in expiration.

19 MAR 2021     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:

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
(Feature Delivered Enabled)

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

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

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

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Common Technology and User Experience

Common Project Management Features

Service Excellence Continuing Investments

Oracle Digital Assistant

Oracle Digital Assistant for Project Time and Project Management

REST APIs for Project Management

Project Billing

Approval, Rejection, or Return to Draft Status of Project Contract Invoices Using REST APIs

Automatic Reversal of Billing Events Using FBDI and REST APIs

Extended Descriptive Flexfields on Billing Events in FBDI and REST APIs

Project Control

Financial Project Plans Deferred Processing Using the REST API

Planning Option Descriptive Flexfields for Award Budgets REST API

Planning Option Descriptive Flexfields for Project Budgets REST API

Project Forecast Version Additional Actions Using a REST API

Project Management

Task Creation, Modification, and Deletion in Work Plan Templates Using a REST API

SOAP Services for Project Management

Get Cost and Bill Planning Rates Using a SOAP Service

Workflow for Project Management

Project Costing

Attachments in Project Expenditure Batch Approval Workflow

Project Foundation

Configurable Approval Notifications for Project Status Changes

Workflow Transaction Console for Project Status Change Approval

Oracle Project Management

Grants Management

Award Template Descriptive Flexfields

Project Billing

Item Billing for Item Contract Lines

Grouping of Invoices by Bill-To Site and Bill-To Contact

Project Control

Dynamic Resource Addition on Incurring Actuals

Project Costing

Editable Capitalization Options for Project Types

Project-Driven Supply Chain

Project Sales Orders Fulfillment with Back to Back Supply

Project Management

Multilevel Planning Resource Breakdown Structure Support for Financial and Work Planning

Project Performance Reporting

KPIs Usage Across Project Units

Configurable View for Reviewing Project Performance

Project Resource Management

Expanded Resource Request and Assignment Schedule Adjustment Options

Option to Exclude Non-Worked Time from Utilization

Common Technology and User Experience

Common Project Management Features

Service Excellence Continuing Investments

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

In this update, improvements are available in the following areas:

  • Documentation Content: Federal Financial Report
  • Messages: Import Awards, Create Awards
  • User Assistance Simplification: Restructured Implementation guides and enhanced the overall flow (on-going investment).
  • Usability:
    • Grants Management
      • Improved error handling when submitting a contract for an award.
      • Add award and award project attachments by category.
      • Sort and search for projects from the Project Funding Allocation region of the Edit Funding popup and the Manage Award Projects page.
    • Issue Management Project Manager and Team Member Dashboards:
      • Added filter to the Project Manager and Team Member Dashboards to filter issues by issue type.
      • Removed the Show More option to show all attributes for better user experience and ease of adding attributes using Application Composer.
    • Project Management
      • Selecting Update on the Manage Project Plan page adds a constraint to preserve the task schedule for automatic tasks created from external sources or the prior version of the project plan page. The Start on or after constraint is added when an automatic task start isn't determined by a dependency or constraint, and the task start is different from its summary tasks.
      • Removed action that allowed project managers to create project-specific resources.
    • Project Searches
      • Intuitive search experience: Improved handing of special characters in project names and numbers. For example, a search on “ABC#123” will look for that complete string, not separately for “ABC” and “123”. Similarly, searching for “ABC_DEF” will look exactly for that string, including the underscore. Enclose search terms within % to search for partial project names or numbers. For example, to search for all projects that have "ABC" in their names or numbers, search for "%ABC%".
      • This enhancement is applicable to the:
        • My Projects page in the Project Financial Management work area if you have enabled the feature Search Projects Using Faceted Search (19A) in Project Financial Management.
        • My Projects page in the Project Management work area.
        • Lists of values for projects on other Project Management Cloud pages.

Steps to Enable

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

Oracle Digital Assistant

Oracle Fusion Cloud Applications Suite provides a digital assistant built on the Oracle Digital Assistant (ODA) platform. The digital assistant delivers an intelligent conversational experience for employees to complete key tasks and quickly access information across Fusion Applications. For information about the complete set of current capabilities, see the Oracle Digital Assistant: Oracle Skills documentation.

For ERP, the digital assistant helps finance and operational professionals easily navigate and identify data and business insights that is contextual, relevant, and thoughtful. In update 21B, ERP has digital assistant capabilities for expenses, project time capture, and project management using channels including SMS, Oracle Web, and Microsoft Teams.

Look for enhancements and expansion to additional roles and business processes in future updates.

To learn more, review the update 21B features in the Oracle Financials Cloud and Oracle Project Management Cloud What’s New documents. In addition, see the topic: Getting Started with Oracle Digital Assistant for Cloud Applications for setting up the assistant.

Oracle Digital Assistant for Project Time and Project Management

Report project time, start and complete tasks, and check project progress with the Oracle Digital Assistant using channels including SMS and Microsoft Teams. The digital assistant helps team members and project managers accomplish key tasks using natural language conversation. The Project Time Entry skill enables project team members to record project-based time entries and submit time cards. The Project Management skill enables team members to perform project management activities such as view and update tasks, deliverables, issues, and action items. Project managers can check the project progress and financial status.

Interact with the Digital Assistant Where You Work, Example Shows Entering Project Time in Microsoft Teams on a Laptop and Completing a Project Task with SMS on a Phone

Overall, the Oracle Digital Assistant provides many advantages to you and your project managers and team members access across ERP, HCM, and CX. This easy access and quick completion of tasks increases the timely capture of critical project information and enables employees to quickly get back to their work.

In particular, this update introduces skills focused on project-related activities. For Project Time Entry, reduce the time it takes team members to record their time and increase accuracy with intelligent recommendations:

  • Intelligent recommendation based on history and planned tasks
  • Continuous on-the-go single project time entries, daily summary and confirmation of project time, and weekly final review and wrap up
  • Quick submission of time cards for approval

For Project Management, get instant status and quickly update task progress, issues, and deliverables:

  • Progress and financial status summary for project managers
  • View of important progress tasks that need action and ability to instantly record progress to start and complete tasks
  • Create and update the progress on project issues and action items

Steps to Enable

You first must configure the Oracle Digital Assistant. To learn more, see the topic: Getting Started with Oracle Digital Assistant for Cloud Applications

Oracle Project Management has the following skills:

  • Project Time Entry, which enables you to record project-based time entries and submit time cards.
  • Project Management, which enables you to perform project management activities such as view and update tasks, deliverables, issues, and action items. You can also check the project progress and financial status.

Review the role information section to learn about the security requirements for using the skills.

Tips And Considerations

  • To identify a specific project, task, or deliverable by name, you must qualify the name with the business object type. For example, Show me details for project Stark Designs. Adding the word 'project' directly before the project name, 'Stark' in this case, instructs the digital assistant to look for the project whose name is 'Stark Designs' or contains 'Stark'.
  • If the assistant doesn't find an exact match for a business object, it looks for similar names. For example, 'Mark task Design as started' can be used to start a task with the name, 'Design Test Plan'.
  • If the assistant can't uniquely identify your project, task, or deliverable, then it presents a list to choose from. For example, if you enter 'Mark task Design as complete' and there are multiple tasks whose names start with 'Design', then the digital assistant will display those task names and prompt you to select one.

Key Resources

Related help:

Role Information

To use the Project Management skill, you need these privileges and roles:

  • Privilege Name and Code:
    • Manage Project Deliverables (PJE_MANAGE_PROJECT_DELIVERABLES_PRIV)
    • Manage Project Issues Service (PJE_MANAGE_PROJECT_ISSUES_SERVICE_PRIV)
    • Manage Project Performance Service (PJS_MANAGE_PROJECT_PERFORMANCE_SERVICE_PRIV)
    • Manage Project Task Service (PJL_MANAGE_PROJECT_TASK_SERVICE_PRIV)
    • Manage Project Work Plan (PJT_MANAGE_PROJECT_WORK_PLAN_PRIV)
  • Duty Role Name and Code:
    • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT)
    • Project Work Plan Management (ORA_PJT_PROJECT_WORK_PLAN_MANAGEMENT_DUTY)
  • Job Role Name and Code:
    • Project Execution (ORA_PJF_PROJECT_EXECUTION_ABSTRACT)
    • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
    • Team Collaborator (ORA_PJF_TEAM_COLLABORATOR_ABSTRACT)

To use the Project Time Entry skill, you need these privileges and roles:

  • Privilege Name and Code:
    • Report Time for Project Tasks (PJL_REPORT_TIME_FOR_PROJECT_TASKS_PRIV)
    • View Project Expenditure Types Service (PJL_VIEW_PROJECT_EXPENDITURE_TYPES_SERVICE_PRIV)
    • View Project Financial Tasks Service (PJL_VIEW_PROJECT_FINANCIAL_TASKS_SERVICE_PRIV)
  • Duty Role Name and Code:
    • Project Time Entry Mobile (ORA_PJF_PROJECT_TIME_ENTRY_MOBILE_DUTY)
  • Job Role Name and Code:
    • Employee (ORA_PER_EMPLOYEE_ABSTRACT)
    • Contingent Worker (ORA_PER_CONTINGENT_WORKER_ABSTRACT)

REST APIs for Project Management

Project Billing

Approval, Rejection, or Return to Draft Status of Project Contract Invoices Using REST APIs

Approve, reject, or return to draft status project contract invoices using the Approval of a single submitted invoice, Rejection of a single submitted invoice, or Return of a single approved or approval rejected invoice to draft status REST API. Billing Specialists can update the status of a project contract invoice without having to use invoice approval workflow or invoice user interface pages.

This feature helps you avoid duplication of effort when project contract invoices are approved or rejected outside Oracle Fusion Cloud Enterprise Resource Planning.

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

Ensure you are calling the correct service based on the context. If you want to approve a project contract invoice, call the Approval of a single submitted invoice service. If you want to reject approval of a project contract invoice, call the Rejection of a single submitted invoice service. If you want to return a project contract invoice to draft status, call the Return of a single invoice to draft status service.

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 Contract Invoice Service (PJB_MANAGE_PROJECT_CONTRACT_INVOICE_SERVICE_PRIV)
  • Job Role Name and Code:
    • Grants  Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)
    • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)
    • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)

Automatic Reversal of Billing Events Using FBDI and REST APIs

Create automatic reversals of accrual billing events using FBDI and REST APIs. The Import Project Billing Events FBDI and the Create a project billing event REST API will automatically create a second billing event with a completion date in the following accounting period that reverses each accrual billing event, without the user having to pass the reversal billing event through the FBDI or REST API.

This feature provides a reduction in user workload.

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 automatically create billing event reversals, set the ReverseAccrual 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 these privileges or roles:

  • Privilege Name and Code:
    • View Project Billing Events (PJB_VIEW_PROJECT_CONTRACT_INVOICE_WORK_AREA_PRIV)
    • Manage Project Billing Event (PJB_MANAGE_PROJECT_BILLING_EVENT_PRIV)
  • Job Role Name and Code:
    • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
    • Grants  Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)
    • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)
    • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)

Extended Descriptive Flexfields on Billing Events in FBDI and REST APIs

Include additional descriptive flexfields when importing billing events using FBDI or when creating or updating billing events using REST APIs. Billing specialists and revenue accountants can better describe, categorize, account for, and report on billing events using customer-specific data.

In addition to the already existing 10 character descriptive flexfields on a billing event, you now have 20 more character, 10 numeric, 10 date, and 5 date and time descriptive flexfields.

More descriptive flexfields of additional dedicated types can provide you with:

  • More and better customer-specific analysis, reporting, and accounting of your fixed price billing.
  • Better quality of customer-specific data being entered and stored in the numeric, date, and date and time types of descriptive flexfields.

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 are using Descriptive Flexfields (DFF) for Additional Information, they exist as child records in the service architecture. When creating a billing event, the billing event must be created first, and then the DFF values are created as a child.

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:
    • View Project Billing Events (PJB_VIEW_PROJECT_CONTRACT_INVOICE_WORK_AREA_PRIV)
    • Manage Project Billing Event (PJB_MANAGE_PROJECT_BILLING_EVENT_PRIV)
  • Job Role Name and Code:
    • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
    • Grants  Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)
    • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)
    • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)

Project Control

Financial Project Plans Deferred Processing Using the REST API

Use deferred mode processing to efficiently perform financial project plan updates for integration use cases using the Financial Project Plan REST API.

Process data, such as rolling up the planned amounts, in a deferred mode while adding large sets of tasks or updates to existing tasks using the Financial Project Plan REST API .

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

  • Operations like calculate, spread and roll-up of effort and amounts, and so on will be performed in a deferred mode.
  • Resource assignment creation will continue to be in real-time.

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 roles:

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

Planning Option Descriptive Flexfields for Award Budgets REST API

View, create, and update planning option descriptive flexfields for award budget versions using the Award Budgets REST API.

Include additional descriptive flexfields when creating or updating Award Budgets using REST API.

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 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)
    • 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)

Planning Option Descriptive Flexfields for Project Budgets REST API

View, create, and update planning option descriptive flexfields for budget versions using the existing Project Budgets REST API.

Include additional descriptive flexfields when creating or updating Project Budgets REST API.

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 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 Forecast Version Additional Actions Using a REST API

Refresh current actual amounts, actual amounts using a date range, resource rates, or conversion rates for a forecast version using the Project Forecasts REST API. Specify a percentage to adjust planning amounts.

Use the Project Forecasts REST API to refresh project costs, 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 forecast as an approved forecast.

Perform adjustments on the forecast version to review a change in estimate to complete and estimate at completion.

Generate accurate forecast versions using the Project Forecasts REST API with the latest project costs and rates.

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.
  • To refresh project costs, specify the date range, including the minimum to the maximum of the forecast date line.

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 Forecast Working Version (PJO_MANAGE_PROJECT_FORECAST_WORKING_VERSION_PRIV)
    • Manage Project Forecast (PJO_MANAGE_PROJECT_FORECAST_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 Management

Task Creation, Modification, and Deletion in Work Plan Templates Using a REST API

Create, update, and delete 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. Use this API to keep your work plan templates up to date.

The Work Plan Templates REST API allows you to create, update, and delete 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
  • 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 and add or modify tasks as per business needs.

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

  • Project managers can only manage the work plan templates that they have created whereas project integration specialists can manage any work plan template.
  • For updating the task codes of the Value Set data type, pass the ValueID as the task code value. Find the valid ValueID for an enterprise code using the Enterprise Project and Task Codes REST API.
  • Read the task deliverables using the Work Plan Templates REST API. However, in order to create, update, or delete them, use Deliverables REST API.

Key Resources

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

Role Information

To use this feature you need these roles and privileges:

  • Job Role Name and Code:
    • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
    • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
  • Privilege Name and Code:
    • Manage Project Work Plan (PJT_MANAGE_PROJECT_WORK_PLAN_PRIV)
    • Manage Work Plan Templates Service (PJT_MANAGE_WORK_PLAN_TEMPLATES_SERVICE_PRIV)

SOAP Services for Project Management

Get Cost and Bill Planning Rates Using a SOAP Service

Get cost rates, bill rates, and amounts for project resources based on planning rates using the Project Pricing SOAP service. Previously, the service provided actual cost rates and amounts. This update extends the service to get planning rates for cost and additionally get the bill rates. For example, obtain planned rates to use for calculations with a PaaS solution.

Build custom solutions or reports using the bill rates and planning cost rates using the Project Pricing SOAP API. For example, synchronize resource rates for planning on the project plan with the financial rates.

Steps to Enable

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

Tips And Considerations

  • For planning rates, cost rates use the rate schedules defined at the project plan type settings.
  • Bill rates use rate schedules on the contract bill plan linked to the project.
  • For deriving the rates, pass the unique resource, project, and task information along with the required periodic range. Task details are optional for deriving cost rates.

Key Resources

  • Related Help: SOAP Web Services for Oracle Project Portfolio 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 Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
  • Privilege Name and Code:
    • Derive Project Cost Rates (PJF_DERIVE_PROJECT_COST_RATES_PRIV)

Workflow for Project Management

Project Costing

Attachments in Project Expenditure Batch Approval Workflow

Include attachments in the project expenditure batch approval workflow so that approvers can review these documents while approving or rejecting the workflow.

You can manage attachments for an expenditure batch using the Attachments column on the Manage Expenditure Batches page. Click the Manage Attachments icon under the Attachments column to add, update, or remove attachments for a batch.

Attachments Column on the Manage Expenditure Batches Page

Click the attachment link to view the attachment for the batch. If there are multiple attachments, then click the additional text in the column, for example, (3 more...) to open the Attachments window to view, add, edit, or remove attachments.

Attachments Window

Click Submit to submit the expenditure batch for approval and include the batch attachments in the workflow notification. The Project Expenditure Batch Approval workflow notification report displays the attachments in the Submitted row of the Approval History section.

Attachments in the Project Expenditure Batch Approval Notification

If required, you can submit batches for approval without including the batch attachments in the workflow notification. Use Page Composer to customize the page to hide the Submit button and display the Submit Without Attachments button on the Manage Expenditure Batches page.

Submit Batch for Approval Without Attachments

Project expenditure batches that are approved and whose transactions are successfully converted into project costs will continue to appear on the Manage Expenditure Batches page. The status of such batches is set to Processed and the attachments are available for viewing on the Manage Expenditure Batches page. Only those expenditure batches that belong to documents for which the option to require expenditure batch approval is enabled will appear on the Manage Expenditure Batches page. Expenditure batches that belong to documents that don't require expenditure batch approval aren't displayed on the Manage Expenditure Batches page.

Batch in Processed Status

Watch a Demo.

This feature provides the following business benefits:

  • Add compliance reports to a project expenditure batch.
  • Review project expenditure batch documents before approving or rejecting a batch.

Steps to Enable

You must opt in to the feature Review and Approve Expenditure Batches Before Creating Project Costs that was delivered in Update 20B and enable the option to require expenditure batch approval for your documents to use this feature.

Tips And Considerations

  • By default, you can modify attachments for the expenditure batches that are in Draft and Rejected statuses. However, if there's a business requirement to be able to modify the attachments for batches in other statuses, then you can use Page Composer to override the default behavior and allow modifications to attachments.
  • By default, you can't modify attachments for the expenditure batches whose transactions are converted to project costs. However, if there's a business requirement to be able to modify the attachments for such batches, then you can use Page Composer to override the default behavior and allow modifications to attachments.
  • You can use Page Composer to display both the Submit and the Submit Without Attachments on the Manage Expenditure Batches page.

Key Resources

Role Information

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

  • Privilege Name and Code:
    • View Project Unprocessed Expenditure Batch (PJC_VIEW_PROJECT_UNPROCESSED_EXPENDITURE_BATCH_1_PRIV)
    • Enter Project Unprocessed Expenditure Batch (PJC_ENTER_PROJECT_UNPROCESSED_EXPENDITURE_BATCH_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 Foundation

Configurable Approval Notifications for Project Status Changes

Project status change approval notifications now feature a new look that is easier to read and can be configured as needed. Change the look and feel and the information displayed on the approval notifications to streamline the review process and make sure that the information critical to approval is available. Use the predefined Oracle BI Publisher notification template for project status change approval or configure your own to contain the information that you need. For example, change the company logo or remove certain fields from the notification. The notification template is for both email and in-application notifications.

Configurable Notification for Project Status Change Approval Workflow

In the report, click the Transaction details link to navigate to the Project Overview page and the In-app notification link to navigate to the BPM worklist.

This feature provides the following business benefits:

  • Configure the Project Status Change Approval Report to display relevant information for approval based on business requirements. For example, you can change the report layout, add a company logo, include or remove information from the report based on your approvers' needs.
  • Navigate to the project from the notification to view the project details.
  • Review the financial measures for the project, for example, outstanding commitments before approving a project for closure.

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

Workflow Transaction Console for Project Status Change Approval

Using a single console, administrators can now proactively monitor workflow tasks and resolve any exceptions for the Project Status Change Approval workflow. Project application administrators can review workflow exceptions and either resubmit the task after making a correction to the underlying rules or withdraw the task in progress. The Transaction Console also provides details for the project status change approval workflow such as approval history and comments.

Failed Project Status Change Approval Workflow Displayed on Transaction Console

Error Cause and Resolution Displayed on Transaction Console

This feature provides the following business benefits:

  • View the cause and recommended resolution of the error for the Project Status Change Approval workflow.
  • Reassign the Project Status Change Approval workflow to another approver if the designated approver is unavailable.

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 a workflow encounters an error, the status of the workflow on the Transaction Console appears as In Progress status until you click the workflow entry to view the details.

Key Resources

Related Help:

  • See the Workflow Transaction Console section in the Implementing Common Features for Financials and Project Portfolio Management guide.
  • See the Monitor and Troubleshoot Transactions section in the Using Common Features guide.

Role Information

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

  • Privilege Name and Code:
    • BPM Workflow System Admin Role (BPMWorkflowAdmin)
    • Review Approval Transactions (PER_REVIEW_APPROVAL_TRANSACTIONS_PRIV)
  • Duty Role Name and Code:
    • Project Transaction Approval Reviewing (ORA_PRJ_REVIEW_APPROVAL_TRANSACTIONS_DUTY_HCM)
  • Job Role Name and Code:
    • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

Oracle Project Management

Grants Management

Award Template Descriptive Flexfields

Specify descriptive flexfield values on award templates and use them while creating an award from an award template. Additionally, review and override the copied descriptive flexfield directly on the award.

The following image illustrates the descriptive flexfield 'Campus Designation' defined for an award template:

Enter Descriptive Flexfield 'Campus Designation' in Award Template

The following image illustrates the descriptive flexfield copied to the award when creating an award from the award template:

View Copied Descriptive Flexfield in Award Details

You can optionally override the value of the descriptive flexfield for the award. Additionally, if the descriptive flexfied is requires a value then the page will display an error if the required descriptive flexfield value is missing.

Enter the important additional information directly while creating the award using the Quick Create Award page to ensure that it's accurate.

View Descriptive Flexfield in Quick Create Award

Watch a Demo.

The business benefit of copying the award descriptive flexfield details from the award template to the award reduces data entry time and errors.

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: Grants ManagementNo Longer Optional From: Update 21D

Configure the Award Descriptive Flexfield.

Tips And Considerations

You will receive an error if you don't provide a value for the descriptive flexfield segments enabled as mandatory.

Key Resources

Role Information

To use this feature, you need Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB) job role and one of these roles:

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

Project Billing

Item Billing for Item Contract Lines

Bill customers for items and capture item, quantity, unit of measure, unit price, and amount information on the invoice. Billing specialists can capture item and quantity on billing events and generate invoices for the events. The item, unit of measure and item unit price come from the contract line associated with the billing event. Prior to this release, billing specialists could only bill for the amount as item and quantity details were not captured on the billing event.

The billing specialist can adjust the quantity on an item-based billing event after it is processed, and create credit memos for the adjusted quantity.

REST APIs are available to create, update, and read item-based billing events.

Capture the following on the billing events for item based contract lines and explicitly see them on the invoice.

  • Item
  • Unit of Measure (UOM)
  • Unit Price
  • Quantity

Invoice with Item and Quantity

Follow these steps to create item and quantity based invoices:

  1. Set up Event types, Invoice Formats and Contract to allow item based transactions
  2. Create item based events and capture item and its attributes
  3. Generate invoice and transfer it to Receivables

Invoice Generation Flow

SOLUTION DETAILS

  1. Set up Event types, Invoice Formats and Contract to allow item based transactions

The setup details are given in the section Steps to Enable for this feature.

  1. Create item-based events for item-based contract lines

To create item-based events:

  • Select a contract line which has item associated to it
  • Select an event type which has Allow Items flag enabled
  • Enable the "Item Based Event" checkbox on the event

You can create the item-based events in the following ways:

  • Through Create Event page on the Invoices Work Area
  • Using Billing Events REST API
  • Using Project Billing Events file-based data import (FBDI)

Create Events UI

When creating item based events, the item, UOM and Unit Price comes from the associated item-based contract line. The billing specialist can enter quantity including decimal values. For example, quantity could be 10 or 10.50.

You can choose to create amount based events for event types that allow item by leaving the Item Based Event checkbox unchecked on the Edit Events page.

The following information is validated during event creation and needs to be corrected if required before event can be saved.

  • Item Master organization on the contract is same as defined in Accounts Receivables configuration
  • Item and UOM code combination selected on a contract line is valid
  • Item based contract line doesn't have a null price
  • Item selected on the item based contract line should be enabled for invoicing.

You can view item attributes for events that are item-based in the Manage Events Search Results region. The item based attributes are hidden by default and can be included using the 'View' menu.

  1. Generate Invoice

To have item, UOM, unit price and quantity reflect on the invoice line, the invoice formats associated to the contract line must have item or item description selected in the grouping. The Generate Invoices process then selects the events and groups them by items.  Item and its attributes are reflected on the invoice line.

NOTE: Partial Invoicing is not supported for item based events. If there are not enough funds on the contract line for the event, the event is not selected for invoicing.

  1. Project Contract Invoice

From Manage Invoices page, you can open an invoice and view the invoice line and invoice distribution line details with the item attributes.

Following item attributes are hidden by default and can be included in the table using the View menu:

  • Item
  • Item Description
  • Quantity
  • UOM
  • Unit Price

You can also query for specific item and item descriptions using Query-by-Example on the Manage Invoices page.

Project Contract Invoice

  1. Transfer the invoice to Receivables

Once the invoice is approved and released, the Transfer to Receivables process transfers the invoice to Receivables. Item related attributes are transferred as part of the invoice transfer to Receivables.

  1. Accounts Receivables Invoice

View the invoice with the new item attributes on the invoice in Receivables.

ADJUSTMENTS ON ITEM BASED INVOICES

  1. Concession and Write-off

If a concession/write-off is given on a released invoice line which is item based, the concession/write-off is given as amount based concession.

The quantity is not reflected on the concession line.

  1. Credit Memo

Change in quantity on the event results in credit memos and the quantity change is reflected on the credit and standard invoice.

  1. Cancellation

When an invoice (having amount based and/or item based lines) is cancelled, the entire invoice is cancelled.

A new credit invoice is generated with the quantity as the original invoice and with negative amount.

The business benefits for this feature are :

  • Provide more accurate and meaningful invoices with detail about the charge for clarification and customer requirements.
  • More accurate invoices with detail for items, quantity, unit price, and unit of measure means getting paid faster.
  • Avoid implementing costly error-prone workarounds to meet customer invoicing requirements.
  • Simplify the billing event creation process as customers can bill by quantity when creating billing events (i.e. create event and select quantity to bill and all the charges are automatically calculated based on the values of the item based contract line.) This also reduces user error.

Steps to Enable

Setup Steps

Setup Step Details

  1. Create Events Types which allow item based event

Check Allow Item checkbox on Manage Event Types setup page for event types that should be allow creation of item-based events.

Event Types Setup Page

Checking this checkbox enables you to create item-based events for this event type. It does not mandate all events to be item-based. Once item-based events are generated for event types with Allow Item flag checked, users cannot uncheck the Allow item flag.

You can enable existing event types to allow item-based events.  This will only be applicable to new or unprocessed events.

  1. Create event invoice formats with grouping including item

Select one of the following grouping options for the Event format type:

  • Contract Line, All
  • Contract Line, Contract Line Project/Task, Event Number
  • Contract Line, Event Type

Select Item or Item Description in the grouping fields to group events by contract line and item. Contract line as a grouping option is added implicitly.

If you select the grouping options given below and select to group by item, ensure you also select contract line as it is not implicitly added.

  • All
  • Contract Line Project/Task, Event Number

NOTE: Grouping by Item, implicitly also groups events by item's UOM and the unit price

Invoice Formats Setup Page

  1. Associate item-based invoice format to contract's bill plan

To group events associated to a contract by item, associate invoice formats which include item grouping to the bill plan associated to the contract.

Tips And Considerations

  • Events REST and FBDI upload supports item based billing event creation. Events SOAP service doesn't support it.
  • Item based events are not supported for intercompany and interproject contracts.

  • Manual invoicing does not support item related attributes.
  • Adjustments on multiple events via the Manage Events page is not supported for item based events.

  • Soft and hard limit controls are applied on amount basis only, not quantity basis.  The quantity entered on the event is not verified or checked against the item quantity on the contract line.

  • For Item based billing , transaction currency should be same as contract currency.

  • Continuing investment in upcoming releases will focus on providing more flexibility in the types of contracts lines support for event billing, and flexibility on managing the Item, UOM, and Price for each Item Billing Event.

Role Information

  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST)
  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
  • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)

Grouping of Invoices by Bill-To Site and Bill-To Contact

Generate separate invoices for each different bill-to site and bill-to contact specified on the bill plans for a contract. Receivables clerks can automatically distribute invoices via email to the email addresses of each customer's bill-to contacts without further intervention.

Contract administrators must set the bill set number on bill plans with varying bill-to sites and bill-to contacts to unique values, in order to pass expanded validations to activate the contract or contract amendment. This is in addition to the existing validation that bill-to account, billing currency type, invoice currency, payment terms, labor format, nonlabor format, and event format must all be identical for multiple bill plans to have the same bill set number. As a result of the different bill set numbers on those bill plans, the Generate Invoice process will generate separate invoices for each unique combination of bill-to site and bill-to contact.

The following image illustrates the error message displayed when the validation fails.

Validation Results

The following image illustrates why the validation failed - the bill-to contacts and bill-to sites for the two bill plans are different, but the bill set number is identical.

Bill Plans

This feature provides the following business benefits:

  • More accurate electronic distribution of invoices in receivables to proper email addresses.
  • Less workload for receivables clerks to fix invoices with improper email addresses.

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 23B

Tips And Considerations

Before enabling this feature, you should determine if any of your existing bill plans will fail the new validation, the next time those bill plans would be amended. The fix would be to amend all such bill plans, setting the bill set number to a unique value or changing the bill-to sites and bill-to contacts to be identical.

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).

Project Control

Dynamic Resource Addition on Incurring Actuals

As actual amounts are incurred for a project, resources are added automatically to the planning resource breakdown structure when it allows changes at the project level. This avoids assigning unplanned costs to generic resources and makes it easier to review unplanned costs. Also, the time taken to update the financial project plan is reduced.

Edit Planning Resource Breakdown Structure

Edit Project Plan Type

Watch a Demo.

Simplify financial project planning and reporting; as unplanned resources incurring project costs are automatically included in the resource breakdown structure and financial project plans. For example, the project manager sees the specific resource that the project costs were incurred for; instead of generic resource classes. 

Steps to Enable

  • On the Manage Planning and Billing Resource Breakdown Structures task, enable option automatically add resources on incurring actual amounts.

  • On the Manage Project Plan Type task, enable option set unplanned assignments as planned assignments. Optionally, set up the option set unplanned assignments as planned assignments in Plan Settings of ‘Edit Project Plan Type’ page on the project template or project.

Tips And Considerations

Enabling the option to add resources to planning resource breakdown structure on incurring project costs will skip adding the resources for budgetary controls enabled projects. Projects enabled for budgetary control need a stringent control on resources incurring project costs.

Key Resources

  • Watch the Dynamic Resource Addition on Incurring Actuals Demo

  • Create Planning Resource Breakdown Structures in the Getting Started with Your PPM Implementation guide.

  • Create Project Plan Types in the Implementing Project Financial Management and Grants Management guide.

Role Information

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

  • Privilege Name and Code
    • Manage Project Planning Resource Breakdown Structure Version (PJF_MANAGE_PROJECT_PLANNING_RESOURCE_BREAKDOWN_STRUCTURE_VERSION_PRIV)

    • Manage Project Plan Type (PJO_MANAGE_PROJECT_PLAN_TYPE_PRIV)
  • Job Role Name and Code
    • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
    • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
    • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)

Project Costing

Editable Capitalization Options for Project Types

Edit capitalization options for project types even after project administrators create projects or templates using these project types. For example, project application administrators can update the asset line grouping method for a project type using the Manage Project Types setup task at any point in time. This helps to retroactively change the grouping of asset lines based on specific and immediate business needs.

Capitalization Options for Project Type

The following tables indicate if a certain configuration is allowed or not after the project type is used to create a project or template.

  • If the Asset Line Grouping Method is not set to Expenditure item in either existing or updated configuration:

  • If the Asset Line Grouping Method is set to Expenditure item in existing configuration and changed to a different value in the updated configuration:

  • If the Asset Line Grouping Method is not set to Expenditure item in existing configuration and changed to Expenditure item in the updated configuration:

This feature provides the benefit of accommodating changing business requirements by:

  • Creating new projects or templates with updated asset line grouping method and mode of transfer of asset lines using the same project type instead of having to create new project types.
  • Updating the asset line grouping method and mode of transfer of asset lines for existing projects that belong to a project type.

Steps to Enable

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

Key Resources

  • Related Help: Considerations to Update Capitalization Options for Project Types 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 Type (PJF_MANAGE_PROJECT_TYPE_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)

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 Sales Orders Fulfillment with Back to Back Supply

Track supply chain related costs for procurement or manufacturing of goods when fulfilling project sales orders using back-to-back supply.

Project-specific sales order fulfillment through back-to-back supply includes fulfillment through transfer orders, purchase order and production orders. You can track commitments for internal material transfer orders, requisitions, and purchase orders 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 cost transactions into PPM using Import Costs. Depending on the source transaction, one or more of the following documents will be created.

  • Purchase Receipt
  • Transfer Order Delivery
  • Manufacturing Work Order

Manage Project Costs

Use the Manage Project Costs task in Costs work area to search and view project costs and other details associated to these transactions. For project-based sales orders fulfilled with back-to-back supply, the sales order transaction will not be interfaced to projects. The back-to-back supply costs for the sales order including purchase orders, transfer orders or production orders would instead be charged to the project.

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.

Click on the transaction number link to view project costs and transaction 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.

Project Cost Transaction - Manufacturing Work Order Cost

You can perform cost adjustments on these transactions using the actions menu. For example, set project costs as non-capitalizable to expense certain types of supply chain costs. Adjustments performed in Project Costing will not be reflected in the source supply chain transaction. You can classify these transactions as construction-in-progress costs and optionally, perform intercompany, burden and cost allocation business functions on these project cost transactions.

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.

  • Increase efficiency and cost effectiveness through fulfillment from project-specific supply.
  • Improved visibility of back-to-back fulfillment supply through project commitments.
  • Maintain project-specific inventory valuation upon order fulfillment.

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 21D

Opt-In to the feature “Create Supply in Back-to-Back Flows for Sales Orders That Include Project Details” 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

  • The resource overhead document entry will be used to capture labor or equipment resource overhead costs from supply chain for manufacturing work order documents.
  • 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.
  • Budgetary control is not supported for project transfer order, work order, inventory and purchase order with inventory or work order destination.

Key Resources

  • ‘Create Supply in Back-to-Back Flows for Sales Orders That Include Project Details’ in the 21B What’s New for Manufacturing and Supply Chain Materials Management

Role Information

  • 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 Management

Multilevel Planning Resource Breakdown Structure Support for Financial and Work Planning

Create detailed financial project plans that include named person and expense resource information and then summarize this information to planning resources at various levels of detail on the financial project plan. Previously, summarization was supported only for one-level planning resource breakdown structures. Now, the financial plan can be summarized to various combinations of planning resources. For example, summarize to expenditure type and named person planning resources. Alternatively, maintain a financial plan at a higher level of details such as jobs or organizations. The summarization logic maps resources in the project plan to planning resources on the financial plan to meet your business needs for both work and financial planning.

Here are few examples to illustrate the enhancement in detail.

Example 1: The project manager Abraham Mason plans for Phil, Tim, Alice, Ava, Rent, and Rent Allocation on the detailed project plan and ensures that the project schedule aligns with the project goals. When ready, Abraham Mason chooses to update the financial plan with the summarized planning by running the Update Financial Project Plan and Progress. In this project, the task "Project Kickoff" is the lowest-level of financial tracking in the project, so the detailed plan rolls up to that task.

Note that during summarization, the job and organization for a named person is derived from the person's primary assignment in Human Capital Management. Similarly, the expenditure category associated with an expenditure type is derived from the Manage Expenditure Types setup.

So, firstly, lets look at the jobs of Phil, Tim, Alice, Ava, and expenditure categories of Rent, Rent Allocation.

  • Job details for named persons in Human Capital Management
    Named Person Job
    Williams, Phil Consultant
    Anderson, Tim Principal Consultant
    Parker, Alice Consultant
    Davidson, Ava Principal Consultant
  • Expenditure category details for expenditure types

    Expenditure Type Expenditure Category
    Rent Other Expenses
    Rent Allocation Chargebacks
  • Planning resource breakdown structure details:

    Resource Format Planning Resources

    Job: Named Person

    • Consultant: Williams, Phil
    • Consultant: Parker, Alice
    • Principal Consultant: Davidson, Ava
    • Principal Consultant: Anderson, Tim

    Expenditure Category: Expenditure Type

    • Chargebacks: Rent Allocation
    • Other Expenses: Rent
  • Plan for named persons and expenses under the Project Kickoff task in the work plan:

Plan Labor and Expense Resources for Nonfinancial Tasks Under Project Kickoff Task

  • Update the financial plan from the work plan, by running the Update Financial Project Plan and Progress and see that the roll up for each resource happens as mentioned below:
    • Alice rolls up to the existing Consultant: Parker, Alice resource on the planning resource breakdown structure because it is the detailed planning resource where Alice is defined (along with her job). Similarly, Tim rolls up to Principal Consultant: Anderson, Tim, Phil rolls up to Consultant: Williams, Phil, Ava rolls up to Principal Consultant: Davidson, Ava.
    • Rent rolls up to to the existing Other Expenses: Rent resource on the planning resource breakdown structure because it is the detailed planning resource where Rent is defined (along with its expenditure category). Similarly, Rent Allocation rolls up to Chargebacks: Rent Allocation.

View the Summarized Plan for the Project Kickoff Task in the Manage Financial Project Plan Page

Example 2: The project manager Abraham Mason plans for Phil, Tim, Alice, Ava, Rent, and Rent Allocation on the detailed project plan and ensures that the project schedule aligns with the project goals. When ready, Abraham Mason chooses to update the financial plan with the summarized planning by running the Update Financial Project Plan and Progress. In this project, the task "Project Kickoff" is the lowest-level of financial tracking in the project, so the detailed plan rolls up to that task.

Note that if the planning resource breakdown structure contains labor resource formats with the driving attributes of named person, job, and organization, in combination with other attributes, resources are mapped based on the single occurrence of the driving attribute in the most granular resource format. Similarly, if the planning resource breakdown structure contains financial resource formats with the driving attributes of expenditure type and expenditure category, in combination with other attributes, summarization maps resources based on the single occurrence of the driving attribute in the most granular resource format.

So, firstly, lets look at the jobs of Phil, Tim, Alice, Ava, and expenditure categories of Rent, Rent Allocation.

  • Job details for named persons
    Named Person Job
    Williams, Phil Consultant
    Anderson, Tim Principal Consultant
    Parker, Alice Consultant
    Davidson, Ava Principal Consultant
  • Expenditure category details for expenditure types

    Expenditure Type Expenditure Category
    Rent Other Expenses
    Rent Allocation Chargebacks
  • Planning resource breakdown structure details:

    Resource Format Planning Resources

    Expenditure Type: Named Person

    • Overtime: Parker, Alice
    • Administration: Anderson, Tim

    Expenditure Type: Job

    • Overtime: Consultant
    • Administration: Principal Consultant

    Expenditure Category

    • Chargebacks
    • Other Expenses
  • Plan for named persons and expenses under the Project Kickoff task in the work plan:

Plan Labor and Expense Resources for Nonfinancial Tasks in the Work Plan

  • Update the financial plan from the work plan, by running the Update Financial Project Plan and Progress and see that the roll up for each resource happens as mentioned below:

    • Alice rolls up to Overtime: Parker, Alice because it is the only granular planning resource where Alice is present once. Similarly, Tim rolls up to Administration: Anderson, Tim.
    • Phil rolls up to Overtime: Consultant because Phil is not present as a named person resource but Phil's job "Consultant" is present once as a granular planning resource. Similarly, Ava rolls up to AdministrationPrincipal Consultant.
    • Rent rolls up to Other Expenses because Rent is not present as an expenditure type but it's expenditure category exists in the planning resource breakdown structure. Similarly, Rent Allocation rolls up to Chargebacks.

View the Summarized Plan for the Project Kickoff Task in the Manage Financial Project Plan Page

With this enhancement, you can:

  • Summarize the resource plan to the financial plan at various levels of detail based on your business needs.
  • Add any missing resources to non-centrally controlled planning resource breakdown structures automatically without having to define them explicitly before planning.

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 22A

Tips And Considerations

  • Summarization between the work and financial planning occurs when you update the financial plan from the work plan, run the Update Financial Project Plan and Progress, or enable a non-financial project for financial management.

  • With this feature, summarization will automatically add missing resources for the enabled multi-level resource formats, where projects use a project-specific planning resource breakdown structure. For example, summarize to add the resources for job and named person planning resources. Previously, summarization was automatically adding missing resources only for one-level planning resource breakdown structures having named person or expenditure type resource formats.

Key Resources

  • Related Help: How Labor and Expense Resource Information is Summarized to Planning Resources in Using Project Execution Management guide.

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 Performance Reporting

KPIs Usage Across Project Units

Create KPIs that project administrators can attach to their projects irrespective of which project unit they belong to. Project application administrators can define a KPI that can be used across project units rather than duplicating the KPI in each project unit. This helps to achieve a uniform and consistent model to track project health across project units.

Project unit isn't a mandatory attribute for a KPI. If you create a KPI without entering a value for project unit, then the KPI is available for association with all projects. If you enter a value for project unit while creating a KPI, then the KPI is available for association with projects that belong to only the specified project unit.

Create KPI without Project Unit

The Add KPI to Project window on the following pages lists all the active KPIs that are either assigned to the project unit of the project or not assigned to a specific project unit.

  • Manage Financial Project Settings
  • Project Performance Dashboard
  • Analyze KPI Categories

Add KPI to Project

This feature provides the following business benefits:

  • Reduces implementation time because a single KPI can be used across project units instead of duplicating the KPI for each project unit.
  • Enables the creation of a uniform and consistent model to track project health across project units.

Steps to Enable

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

Tips And Considerations

  • Run the Update Project Performance Data or Generate KPI Values process to see the value for the newly added KPI to the project.
  • You can't update the value of the project unit after creating the KPI.

Role Information

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

  • Privilege Name and Code:
    • Manage Project Key Performance Indicators (PJS_MANAGE_PROJECT_KEY_PERFORMANCE_INDICATORS_PRIV)
  • Job Role Name and Code:
    • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

Configurable View for Reviewing Project Performance

Configure the Review Project Performance page to view the data you are interested in. For example, filter out the records that have 0 values for your performance measures. Additionally, filter out the records for the summary tasks that display amounts assigned directly to such tasks. Thus project managers and project administrators can appropriately highlight project performance information to perform analyses based on business objectives.

In the Task Structure and Resource Structure sections, enable the

  • Hide rows with no values check box to remove rows with 0 values.
  • Hide self-referencing rows check box to remove the summary tasks or resources that are repeated as child rows.

Hide Self-Referencing Rows Option on Review Project Performance Page

Hide Rows with No Values Option on Review Project Performance Page

Watch a Demo.

This feature provides the following business benefits:

  • Focus on the data that's relevant to your business by removing other rows.
  • Create leaner reports by exporting the data to Excel.

Steps to Enable

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

Tips And Considerations

Your selections persist across sessions so that you don't have to enable or disable the check boxes each time you navigate to the page.

Key Resources

Role Information

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

  • Privilege Name and Code:
    • Review Project Performance (PJS_REVIEW_PROJECT_PERFORMANCE_PRIV)
    • Manage Project Performance (PJS_MANAGE_PROJECT_PERFORMANCE_PRIV)
  • Duty Role Name and Code:
    • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT)
  • Job Role Name and Code:
    • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)
    • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
    • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)

Project Resource Management

Expanded Resource Request and Assignment Schedule Adjustment Options

Resource managers can shift multiple request and assignment schedules by a specified number of calendar days. Project managers can do the same for requests. Previously requests and assignments could only be shifted by a number of working days based on the project calendar. Requests and assignments that are planned using variable hours allow the ability to request and assign resources to work on non-working days such as weekends. Resource managers and project managers that plan requests and assignments that start or finish on these non-working days can specify the number of calendar days to shift the dates to different dates, including non-working dates.

Adjust Multiple Assignment Start and Finish Dates by Number of Calendar Days

The ability to update requests and assignments in bulk gives resource managers and project managers the ability to efficiently manage schedule changes. Those that schedule requests and assignments that start or finish on what are typically non-working days need the flexibility to shift by a number of calendar days to handle situations that involve weekend (or other non-working day) schedules.

For example, several assignments are created for a project where the work is scheduled to start on a Saturday, which is a non-working day on the project calendar. It has been determined that this work will be delayed by two weeks. The resource manager can select all the impacted assignments and adjust the start and finish dates by 14 calendar days to ensure the assignments start on the Saturday 2 weeks later than originally planned.

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 option to move by a specified number of working days is still available. This moves the start and/or finish dates based on the project calendar's working days.
  • Placing a minus '-' sign in front of the number of days will shift the start or finish date earlier than the current start or finish date by the number of days entered.

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)

Option to Exclude Non-Worked Time from Utilization

Choose to exclude non-worked time from resource available hours when reporting projected and actual utilization. The non-worked time includes paid time off and hours from Absence Management. Projected and actual utilization are calculated as assigned project hours divided by available hours. For example, during a 4 week period, a resource with an 8 hour per day, 5 day per week calendar, has 160 hours available for project work. During this time, the resource has one week of vacation. When determining utilization for that resource during the 4 week period, the available hours for the resource is lowered to 120 hours.

Providing accurate utilization reporting is critical to resources and resource managers. Resources will have events such as vacations and absences when they are not available for utilizable work. Providing the option to exclude that time when reporting on projected and actual utilization gives resource managers more precise metrics about their resources.

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

After enabling this feature in the Opt In UI, proceed to the setup task Manage Project Resource Management Implementation Options and choose the option "Subtract absences and paid time off from total capacity".

Choose Subtract absences and paid time off from total capacity to use this feature

Tips And Considerations

  • Projected Utilization = Assignment Hours/Available Hours.
    •  When the option "subtract absences and paid time off from total capacity" is enabled, available hours = capacity hours - (scheduled paid time off hours + absence hours from Absence Management).

Example: For the 4 week display period of Feb 1 - Feb 28:

Resource has paid time off (PTO) for 5 working days (40 hours) Feb 8- 12

Resource has an assignment for 5 working days = 40 hours; Feb 15-19

Resource's total capacity hours = 160

Available hours for 4 weeks in February = 160 - (40 PTO Hours) =120 hours

Projected Utilization = assignment hours/available hours =  40/120 = 33%

  • Actual Utilization uses the same formula when determining available hours

Role Information

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

  • Resource Manager (ORA_PJF_RESOURCE_MANAGER_JOB)