What's New

Update 22B

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Overview

IMPORTANT NOTE: If you are being updated directly from 21D to 22B you should review the content of both 22A and 22B sections to ensure you see all the changes included in the update.

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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.

In some cases, you might want to opt in to a feature that's not listed in the New Features work area. Here's how to opt in:

1. Click Navigator > My Enterprise > Offerings.
2. On the Offerings page, select your offering, and then click Opt In Features.
3. On the Opt In page, click the Edit Features (pencil) icon for the offering, or for the functional area that includes your feature.
4. On the Edit Features page, 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

Project Management

Project Management Common

Service Excellence Continuing Investments

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

BILLING AND REVENUE MANAGEMENT

• Reordered Invoice Attachments: Billing Specialists can reorder invoice attachments to change the sequence in which attachments are listed in the Edit Invoice page and to be included or excluded from the maximum of 9 attachments on invoice approval workflow email notifications.

COST MANAGEMENT AND CONTROL

• Improved user experience when exploring project cost adjustments that require approval: You can now review the approval history for specific adjustments by selecting the adjustment status or icon on the Adjustment History tab of the Project Cost Details page. The Approval History page also informs you if an approval has run into difficulties, and suggests that you contact your project application administrator who can troubleshoot the issue using the Transaction Console.

Note: This only applies to approvals that are initiated from the 22B release onwards.

GRANT MANAGEMENT

• Award and Award Project Organization Credits and Award Project Funding Source Auditing: Audit award additional information, award and award project keywords, organization credits and award project funding source using audit policies to record and monitor award details. This audit helps ensure compliance and ensures data retention for contractual documents. The objects audited are:
  • Award Additional Information
  • Award Keywords
  • Award Organization Credits
  • Award Project Keywords
  • Award Project Organization Credits
  • Award Project Funding Source

PLANNING, SCHEDULING, AND FORECASTING

• Project Forecast Attachments Using a REST API: Manage attachments for Project Forecasts, including addition of new attachments and making modifications to existing, using the Attachments REST API. This API is available as a child endpoint in the Project Forecasts REST API.

• Work Type on Manage Project Plan Page: Categorize tasks in financial projects using the Work Type column on the Manage Project Plan page for planning and reporting purposes. Search for a specific work type by entering keywords directly in the Work Type column and selecting the appropriate work type from the suggested results. Additionally, export the project plan including the work type information, and share it with the stakeholders, as per your business needs.

• ESS Job to Extract Project Data: Extract project data using BI Publisher reports in an asynchronous mode through Export Project Data ESS job. This ESS job allows you to run BI Publisher reports without any timeout limits, for example, in the integration between Oracle Fusion Cloud Enterprise Performance Management Planning (EPM Planning) and Project Management. The privileges needed for this ESS job are:

• Import Project Data into Third-Party Software (PJF_IMPORT_PROJECT_INTO_THIRD_PARTY_SOFTWARE_PRIV)
• Get Project Setups (PJF_GET_PROJECT_SETUPS_PRIV)

For more information on security configuration needed for the integration of EPM Planning and Project Management, see the white paper Unified Planning, Budgeting, Execution, and Analysis of Projects.

Steps to Enable

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

Billing and Revenue Management

Additional Contract Line Project Cost Process Configurator Sources for Revenue

Add actual, budget, and forecast cost sources at the contract line level to the Project Process Configurator for use in revenue recognition. These new sources will enable project progress for a performance obligation, modelled as a contract line, to be used in the calculation of progress-based revenue.

The new sources include:

The business benefit of this feature is the ability to more closely adhere to the IFRS 15 and ASC 606 revenue guidelines. The new sources are particularly useful for the scenario where:

1. Each project contract line represents a unique performance obligation.
2. Project contract lines are associated to multiple projects and tasks, each of which has a separate funded amount.
3. Progress is measured as actual cost to date divided by total planned cost for each project contract line.
4. Revenue is calculated at the associated project level, so automatic billing events are created for each unique associated project and task for each project contract line.

Steps to Enable

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

Tips And Considerations

The following example formula could be used to measure progress at the project contract line level while calculating revenue and creating revenue-applicable billing events at the associated project and task level:

(((Contract Line Level Actual Labor Raw Cost in Project Functional Currency - ITD + Contract Line Level Actual Nonlabor Raw Cost in Project Functional Currency - ITD) / Contract Line Level Planned Raw Cost in Project Functional Currency) * Associated Project Funding Amount in Contract Currency) - Calculation Level Event Revenue in Contract Currency - ITD

Consider using filters to include or exclude certain costs or planned amounts from the above formula. The following image illustrates how such a process configurator could be defined, including a filter on the Calculation Level Event Revenue in Contract Currency - ITD source that only includes revenue amounts from billing events where the event type is ITD Progress - Rev.

Create Project Process Configurator

Access Requirements

To use this feature, you need these roles:

• 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)

Easier Entry of Invoice Comments

Billing Specialists can enter invoice comments in a text area that makes it easier to see the entire text wrapped over multiple rows.

The image below illustrates the invoice comments text area on the Edit Invoice page.

Also, the display type of the billing instructions field is changed to a text area.

The business benefit of this feature is users will be able to add an invoice comment in multiple lines as paragraphs. It will help users to manage the invoice comment in an organized way.

Steps to Enable

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

Access Requirements

To use this feature, you need the role:

• Job Role Name and Code:
  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB).

Ship-To Information Override for Invoices Rejected During Transfer

Update the ship-to information on standard invoices rejected during transfer processing. You can also update the ship-to information on draft standard invoices with exceptions and also remove the ship-to information from the standard invoices. This ensures the accuracy of ship-to information for project contract invoices.

Ship-to information can be updated on the invoice lines as illustrated below for a standard invoice in transfer rejected status due to the ship-to site being inactive as on the invoice date and after the ship-to information is updated on the invoice line it can be processed to Receivables.

Ship-to information can be updated on the invoice lines as illustrated below for a standard invoice in draft status with an exception due to invalid ship-to details, after which validate option needs to be invoked.

Ship-to information can be removed on a standard invoice in draft or transfer rejected status as illustrated below, and it can be processed to Receivables. This is beneficial for users who like to have ship-to information as optional.

The business benefit of this feature is billing specialists will be able to clear exceptions quickly related to invalid ship-to details on a project contract invoice.

Steps to Enable

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

Tips And Considerations

• Ship-to information on the credit invoices is derived from the original standard invoices and it cannot be updated.

• If additional time is required to incorporate this change into an existing business process, the feature can be disabled in Setup and Maintenance until the 22D update.

• Ship-to Account Number and Ship-to Site fields can be made read only or be displayed as required via page customization.

Access Requirements

To use this feature, you need the role:

• Job Role Name and Code:
  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB).

Support Additional Parameters in Contracts Descriptive Flexfields for Setting Contexts and Filtering Value Sets

You can use the additional parameter Intent in the Contract Header descriptive flexfield to automatically set the context to Buy or Sell. Based on the context, you can view the corresponding segments. Also, the additional parameters, ContractId and LineId, in the Contract Header and Contract Line descriptive flexfields, respectively, can be used to filter the values in the value set dynamically.

The additional parameters supported for the contract header and line let you tailor the descriptive flexfields. For example, you can filter and display only the bill-to accounts of the contract's customer in a descriptive flexfield segment. This enhances the user experience and improves the quality of data entered.

Steps to Enable

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

Key Resources

• See the "Descriptive Flexfields for Contracts" topic in the "Contracts Common Configurations" chapter in the Implementing Enterprise Contracts guide.

Use Deep Links to Access a Contract

You can use deep links to navigate directly to a contract, for example, from an email notification, or Oracle Transactional Business Intelligence (OTBI) reports.

You can copy and save direct links to a contract. You can share the deep link that opens a contract with someone else, or you can manually add the link to any page, such as a report or user interface page.

Create a Link from Contract Number in a Report

Providing a deep link takes you straight to the contract, so you don't have to search separately for it, saving time and extra steps.

Steps to Enable

You can set up deep links and use them in several ways:

• You can use deep links to drill down to a contract from an OTBI report.
• You also have the option to incorporate deep links into emails or notifications so that the reader can link directly to the contract.

Tips And Considerations

To see a complete list of the available deep links, use the Deep Links work area (Navigator > Tools > Deep Links).

When setting up the drill-down action from an OTBI report, ensure that you update the URL to reference the object key you've decided to apply. In the example below, the URL uses objKey=chrId.

Setting Up a Deep Link in an OTBI Report

Key Resources

• See the "Deep Links" topic in the "Contracts Common Configurations" chapter in the Implementing Enterprise Contracts guide. This topic will be available on April 1 on Oracle Help Center.

Access Requirements

• You can open the contract directly on the Edit Contract page from a deep link if you have the appropriate functional or data security to access that contract.

Cost Management and Control

Carry Forward Open Purchase Orders for Budgetary Controlled Sponsored Projects

Use the Carry Forward Open Purchase Orders process to move purchase orders associated with budgetary controlled sponsored projects from one budget year to another. The process automatically updates the budget date to the corresponding budget year for these purchase orders.

Budget year-end processing now supports sponsored and non-sponsored project.

The Carry Forward Open Purchase Order process will automatically move these purchase orders to the new budget year.  Run the process in the Draft mode to review which purchase orders will be automatically carried forward and then choose to let the system process them. You can also manually update the purchase orders that need additional attention.

Steps to Enable

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

Tips And Considerations

• There is no impact on burden amounts as the expenditure item date isn’t changed. The Carry Forward Open Purchase Orders process updates only the purchase order budget date. To update expenditure item date also, review and manually update the purchase order.

• Project control budget changes are centralized in Project Portfolio Management. Budget adjustments created automatically for chart of account-based control budgets are not created automatically for project control budgets.

• If a budget adjustment is required for a project, use the following report information to update the budget balance for the project control budget by creating and baselining a new project budget version in Project Portfolio Management:·
  • Not Attempted Budget Entries Details layout of the Carry Forward Purchase Order

Key Resources

• Managing Budgetary Control Carry Forward support note 2705986.1
• This feature originated from the Idea Labs on Oracle Customer Connect: PO Obligation Carry Forward Job does not carry forward PO's with Project Data 

Configurable Approval Notifications for Adjustments to Project Cost Transactions

Approval notifications for adjustments to project cost transactions now feature a new look that is reader-friendly, informative and easy to configure. Use the predefined Oracle BI Publisher notification templates or configure your own so that information critical to the approval process is available in the notification. For example, add notes for adjustments to project-driven supply chain transactions or remove inessential fields. The notification template is applicable to both email and in-application notifications.

The following screen capture illustrates the notification received by the approver for an adjustment of type Split and Transfer to a Project Cost transaction submitted for approval. Users with the requisite data and functional security privileges will be able to navigate to the Manage Project Costs page using the View all transactions link, or to the Project Cost Transaction page using the transaction link provided in the notification.

Configurable Notifications for Project Cost Adjustments

This feature provides the following business benefits:

• Predefined, reader-friendly and informative notifications to take action and request information on adjustments to project cost transactions submitted for approval.

• Easily navigate from the notification to the Manage Project Costs Page to view all transactions, or to the Project Cost Transaction page, to view a specific transaction submitted for adjustment approval.

• Configure the look and feel, or the information displayed on notifications, to streamline the project cost adjustment review process and make sure the information critical to approval is available. For example, you can change the report layout, include or remove information from the report based on your approvers' needs, add a company logo etc.

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 Management  No Longer Optional From: Update 22D

Tips And Considerations

• You can configure custom workflow notification reports by copying the predefined templates and modifying them to suit your individual business requirements in the Oracle BI Publisher Enterprise application. The predefined workflow notification reports will be available in the following location: Shared Folders/Projects/Workflow Notifications/Project Cost.

• By default, changes made to notification templates are updated every 24 hours. You can configure the application to make your changes available sooner by creating relevant profile options. See the topic Apply Changes to Workflow Notifications Soon After Upload, under Configurable Workflow Notifications in the Reports Modification chapter of the Creating and Administering Analytics and Reports for PPM guide.

• Data access is required for users navigating to the Manage Project Costs and the Project Cost Transaction page, from the notification links, to be able to view the transaction details.

• Certain transaction attributes appear in the notification conditionally. For example, Transaction attributes like Contract Number, Funding Source will be displayed in the notification only if Grants Management is enabled. Attributes like Source Distribution Layer Reference and Source Transaction Quantity will be displayed only for Project-Driven Supply Chain transactions.

Key Resources

• Related Help:
  • See the Project Cost Adjustments section in the Using Project Costing guide
  • Configurable Workflow Notifications in the Creating and Administering Analytics and Reports for PPM guide
  • Configurable Workflow Notifications: Implementation Considerations (Doc ID 2215570.1) on My Oracle Support
  • Best practices and examples on configurable notifications in the Implementing Common Features for Financials and Project Portfolio Management guide

• Based on Idea 566953 from Idea Labs on Oracle Customer Connect

Access Requirements

To administer this feature, you need these roles:

• Job Role Name and Code:
  • Application Administrator (ORA_FND_APPLICATION_ADMINISTRATOR_JOB)
  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

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

• Privilege Name and Code:
  • View Projects Information (OBI) (PJF_VIEW_PROJECTS_INFORMATION_PRIV_OBI)

• Job Role Name and Code:
  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
  • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)

To customize the BI Publisher report for the workflow notification, you need the BI Author role.

Cost Transaction Accounting Event Reset Using a REST API

Use the Adjust Project Costs REST API to reset the accounting events associated with project cost transactions. Costs that are adjusted by the API will then be eligible for reprocessing by the Create Accounting process. This feature can be leveraged in situations where finally accounted cost transactions need to be re-accounted e.g. due to business process or subledger accounting configuration issues.

To use this feature, follow these steps:

1. Identify project cost transactions that need accounting reset.
2. Correct configuration issues related to project accounting, such as issues with subledger accounting mapping sets, account rules, or project transaction sources.
3. Invoke the Adjust Project Costs REST API to reset accounting for the impacted transactions.
4. Run Create Accounting for transactions that were reset.
5. Verify the updated accounting entries.

The Adjust Project Costs REST API has two new adjustment types that support reset accounting:

1. Reset Latest Accounting: Resets the latest accounting event for a project cost transaction. For example, if the transaction has previously undergone an adjustment that resulted in the creation of additional cost distributions, this adjustment type would only reset the accounting of the latest pair of cost distributions.

2. Reset All Accounting: Resets all accounting events associated with a project cost transaction.

Request Body Example

The following shows an example of a request body in JSON format, which resets all accounting created for a project cost transaction:

{

"name":"adjustProjectCosts",

"parameters":

[

{"AdjustmentType": "reset all accounting"}

]

}

To reset the latest accounting event, replace 'reset all accounting' with 'reset latest accounting' in the example above.

Request Body Results

{

"result": "Reset accounting has successfully completed for this project cost transaction. (PJC-2220976)"

}

Some of the scenarios where this feature can be utilized are:

• Project cost capitalization or cross-charge identification is not successful due to incomplete accounting configuration. For example:
  • Accounting is not created for project cost adjustments when the Create Adjustment Journal Entries option is not selected on the transaction source document.
  • Capitalization cost type is defined as Burdened on the project type, yet journal line rules for burdened cost amounts are not included in the Journal Entry Rule Sets page.
  • Project capitalization is not able to identify a CIP account due to multiple journal line rules for the raw and/or burdened cost being included in the Journal Entry Rule Set page.

• Incorrect subledger accounting rules have resulted in project cost transactions posting undesirable accounting entries to the General Ledger. The erroneous rules have been corrected, but the incorrect accounting entries need to be reversed and regenerated.

• Reverse previously derived accounts and rederive them when account rules or source values are adjusted, such as a change in the relationship between an expenditure organization and cost center.

Steps to Enable

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

No additional steps are required to enable this feature.

Tips And Considerations

Project cost transactions are eligible for reset accounting only if:

• They are accounted with a status of Final. Transactions accounted in draft mode can be reprocessed by the Create Accounting process without needing to be reset.

• They are not capitalized or cross-charged.

• They are not accounted for outside of Project Costing. For example, this API will not reset accounting for supplier invoice costs imported from Payables or receipts imported from Cost Management.

Additional considerations include:

• For multiple project cost transactions that need accounting reset, consider using the Oracle Visual Builder Add-in for Excel.

• Some configuration options cannot be changed once project cost transactions have been incurred. For example, the Create raw cost accounting journal entries option on a project transaction source document.

Key Resources

• Related Help
  • REST API for Oracle Project Portfolio Management Cloud guide available on the Oracle Help Center.
  • Create Job Role and Abstract Role from Scratch in the Securing ERP guide available on the Oracle Help Center.
  • Customers are also encouraged to run the Subledger Accounting Method Setup Report to ensure accuracy and completeness of their SLA configuration.

Access Requirements

To use this feature, you need the following two privileges:

• Privilege Name and Code:
  • Create Accounting: (PJC_RUN_CREATE_ACCOUNTING_PROCESS_PRIV)
  • Reset Accounting: (PJC_RESET_ACCOUNTING_PRIV)

The Reset Accounting privilege is not assigned to any of the delivered job roles. You must create a custom role that includes this privilege and assign it to a user. To use this REST API, you must perform the following steps:

1. In the Security Console, create a new job with a Role Category of Projects - Job Roles. 
2. Add a function security policy for the privilege named Reset Accounting (PJC_RESET_ACCOUNTING_PRIV).
3. Assign this role to users who have already been assigned the Create Accounting privilege through another role, such as Project Accountant or Grants Accountant. 
4. Alternatively, you can add the Reset Accounting privilege to existing custom roles that are assigned access to Create Accounting.

Project Costing Validation of Time Card Entries Enhancement

You can now validate only new or changed time card entries for Project Costing when you resubmit time cards. Previously, all Project Costing entries were validated, regardless of whether they had changed.

This enhancement lets you more easily edit time card entries for open projects and revalidate time cards containing both open and closed Project Costing entries.

Steps to Enable

Enable the ORA_HWM_PJC_VALIDATE_ONLY_UPDATED_ENTRIES (HWM Project Validation - Validate Only Updated Entries) profile option.

1. In the Setup and Maintenance work area, on the Tasks panel tab, click Search.
2. On the Search page, search for and click the Manage Administrator Profile Values task.
3. On the Manage Administrator Profile Values page, in the Profile Option Code field, enter ORA_HWM_PJC_VALIDATE_ONLY_UPDATED_ENTRIES.
4. In the Site row, Profile Value field, select Yes. Then when people resubmit time cards with revised project costing entries, validation runs on only the entries that changed since the last time the time cards were submitted. By default, the Profile Value is No, and all project costing entries are validated when the time cards are resubmitted, even the entries that weren't changed.

5. For any time consumer sets that include Project Costing and validate on only Submit, create a replacement set that validates on Submit and Save. You want the people working on time cards to know immediately if they're saving time entries to closed projects. Waiting to check until they submit their time cards puts the time cards into an error state that only project administrators can fix. And to fix it, they have to open the project so the time card validation can complete and then close the project again. It's easier to just validate from the first time people save their time cards.

6. Update the relevant worker time processing profiles to use the time consumer sets that validates on Submit and Save. Update the relevant worker time processing profiles to use the time consumer sets that validates on Submit and Save.

Tips And Considerations

When someone deletes a time card entry for a closed project and resubmits the time card for approval, the deleted entry isn't validated against Project Costing rules. And the same lack of validation happens if someone replaces a closed project with an open project, for an existing entry.

Project Cost Transaction Errors and Project and Task Transaction Controls in OTBI

View error details for the unprocessed cost transactions to quickly resolve import costs errors. View project and task transaction controls to assist with import costs error resolution.

A. Unprocessed Costs

The Project Costing - Unprocessed Transactions Real Time subject area provides the error details dimensions to analyze, review and resolve issues in unprocessed cost transactions.

Error Details in Project Costing - Unprocessed Transaction Real Time Subject Area

Create dashboards using existing dimensions and new error-related dimensions to have a comprehensive view of the unprocessed transactions.

The sample dashboard below depicts the number of pending and rejected transactions, number of pending and rejected costed transactions including the amounts and the number of pending and rejected uncosted transactions. The dashboard enables you to filter transaction data by business unit, transaction source, and document dimension, and regenerate the visualization as required. You can also group transactions by error message and drill down to view error details and the transaction details.

Unprocessed Cost Transactions Dashboard - Summary

Unprocessed Cost Transactions Dashboard - Unprocessed Amounts and Count By Error

Transaction Details and Error Details

 B. Transaction Controls

Create analysis to review the transaction controls enabled for a project or task, using the dimensions specified below.

Project Transaction Controls

Task Transaction Controls

Create dashboards embedding analyses that list the project and task transaction control levels.

The sample dashboard below shows the transaction control for Alice Parker across all projects and tasks. You can further filter by expenditure category, expenditure type, from date, to date, and project.

Project and Task Transaction Controls for Person

The feature offers the following business benefits to project accountants and grants accountants:

• Review detailed error information to efficiently resolve errors with unprocessed transactions.
• Readily view the controls enabled for the project or task to analyze and correct rejected transactions.

Steps to Enable

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

Tips And Considerations

Project and task transaction control dimensions are available under the project and task folder in all PPM subject areas.

Key Resources

• Instructions on creating sample dashboards are available in Customer Connect.

Access Requirements

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

• Role Name and Code:
  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
  • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)
  • Project Costing Transaction Analysis Duty (FBI_PROJECT_COSTING_TRANSACTION_ANALYSIS_DUTY)

Planning, Scheduling, and Forecasting

Common Financial Task Dates Across Work and Financial Planning

Manage financial task dates from either the financial project plan or the work plan and the change is automatically available in both the plans. For example, rather than keeping the two plans updated through an explicit action, a new financial task or change to the dates by the project manager in the project plan reflects immediately in the financial plan. Opt in for the feature, Expedite Your Project Planning with a New User Experience, to take advantage of these new capabilities.

To initially sync dates for existing projects (projects existing at the time of enabling this feature), the Project Manager can run the Update Financial Project Plan and Progress action to copy dates from work plan to the financial plan. Alternatively, the Project Application Administrator can submit the Copy Financial Task Dates from Financial Project Plan to Work Plan process to copy the dates from the financial plan to work plan.

Task Dates Updated for financial Task Project Kickoff Are Updated in Manage Project Plan Page

Financial Task Dates Modified for Project Kickoff Task in Manage Project Plan Are Updated in Manage Financial Project Plan Automatically

Copy Financial Task Dates from Financial Project Plan to Work Plan Process from Manage Scheduled Processes Page

This feature automatically ensures that task dates are the same across work planning and financial planning, regardless of who is making an update and where they make it thus offering the following benefits:

• Eliminate manual steps to synchronize the financial task dates during planning, increasing the efficiency for project managers and project administrators.

• Enables better collaboration between project manager and project administrator by providing same and consistent task schedule information to execute their respective business functions smoothly. For example, financial tasks created or updated by project administrator are automatically available for project managers review on the work plan.

• Provides better control in managing project plans using real-time date validations. For example, let's assume that the transaction dates are also synchronized with planned dates based on the financial project setting. The application prevents updating task planned dates on the work plan if the new dates violate the expenditure items associated with it.

Steps to Enable

To enable this feature, you need to select the Define Common Financial Task Dates Across Work and Financial Planning setting under Define Common Financial Task Dates header from the Manage Project Management Implementation Options page. Once this option is enabled, financial task dates updated from work plan are automatically made available in the financial project plan and vice-versa.

Define Common Financial Task Dates Setting in Project Management Implementation Options Page

Tips And Considerations

Note the following changes when you enable the feature:

• On creating a new task from the Manage Project Plan page, dates are defaulted from its immediate summary task.

• As you start managing a financial project in the Manage Project Plan page, the project plan type task setting Automatically roll up task planned dates is automatically enabled for the project..

Automatically Roll Up Task Planned Dates Task Setting Under Planning Options

• For your existing projects, it is recommended to initially sync up the dates to ensure consistency. The following will help you understand what happens with date synchronization and the instances where you need to perform a manual action:

  • If the task planned dates are blank in the project work plan, application automatically copies the planned dates from the financial project plan when the project is opened for the first time in the Manage Project Plan page.

  • If the task planned dates are present in the project work plan but they differ from dates defined in the financial plan, you have to perform one of the following actions:

    • Select the Update Financial Project Plan and Progress action from the right-hand panel drawer to reflect the dates on the financial plan from the work plan. The project manager can perform this action.

Update Financial Project Plan and Progress Action in the Right-Hand Panel Drawer

• Run the Copy Financial Task Dates from Financial Project Plan to Work Plan process from Manage Scheduled Processes page to reflect the dates in the work plan from the financial plan. The Project Application Administrator can perform this action.

• When you run this process, it excludes projects containing nonfinancial tasks, constraints, dependencies, deliverables, resource assignments, or nonfinancial progress by default. Project managers may review such projects and when ready, the process can be run by selecting the option Exclude Projects Containing Nonfinancial Data to No as shown below.

Exclude Projects Containing Nonfinancial Data Setting on the Copy Financial Task Dates from Financial Project Plan to Work Plan Dialog Window

• On the Manage Project Plan page, you can track the following dates for project tasks. However, this feature enables the automatic synchronization of only the Planned Dates.
  • Planned Start and Planned Finish - Dates when the task is scheduled to start and finish
  • Actual Start and Actual Finish - Dates when the task has actually started and finished
  • Start and Finish dates - Current dates for the tasks. For not started tasks, they represent planned dates. For in-progress tasks, Start represents the actual start and Finish represents the estimated finish date. For completed tasks, they represent actual dates
  • Baseline Start and Baseline Finish - Planned dates of the task when you created a baseline

• As you do detailed resource planning in Manage Project Plan page, you have to summarize the task assignments and efforts defined in the work plan to financial plan by running the Update Financial Project Plan and Progress action.

• For a fixed-effort task, when task dates are updated from any other source other than Manage Project Plan page, upon subsequent rescheduling, dates are preserved and resource allocations are recalculated.

• In general, it is recommended to review the warnings displayed on the top of the Manage Project Plan page and then proceed with your activities. Warning message is displayed for the following scenarios:

Key Resources

• Project Scheduling in the Using Project Execution Management guide
• FAQs for Project Plan Tasks and Schedule in the Using Project Execution Management guide

Access Requirements

To use this feature, you need this role:

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

To enable the Define Common Financial Task Dates Across Work and Financial Planning setting from the Manage Project Management Implementation Options page, you need the following role:

• Role Name and Code:
  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

Project Classifications Update and Delete in Project Templates Using a REST API

Update and delete project classifications using the Project Templates REST API. This feature also enables project template header attributes to be updated.

The business benefits of this feature are:

• System integrators, administrators, and developers can create new or extend existing integration and automation solutions for maintaining project templates.

• Users such as the project application administrator can efficiently bulk-update header attributes on project templates. Also, can bulk-update or delete class codes on project templates using integration solutions such as the Oracle Visual Builder Add-in for Excel.

• Where high numbers of project templates are defined, this capability saves time and effort over row-wise updates in the UI.

Steps to Enable

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

There are no additional steps required to enable this feature.

Tips And Considerations

• To invoke REST APIs from Excel, consider using the Oracle Visual Builder Add-in for Excel.

• Some typical use cases for the new capabilities of this REST API:
  • Bulk-delete class codes on a range of project templates.
  • Bulk-update the percentage attribute for class codes on a range of project templates.
  • Bulk update project template names or statuses.

• Based on Idea 581160 from Idea Labs on Oracle Customer Connect

Key Resources

• Related Help:
  • REST API for Oracle Project Portfolio Management Cloud guide available on the Oracle Help Center.
  • Developing Integrated Spreadsheets Using Oracle Visual Builder Add-in for Excel.

• Based on Idea 581160 from Idea Labs on Oracle Customer Connect.

Access Requirements

To use this feature you need the following privileges or roles:

• Privileges:
  • Manage Project Template (PJF_MANAGE_PROJECT_TEMPLATE_PRIV)

• Job Roles:
  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB).
  • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)

Project Progress Additional Actions Using a REST API

Manage project progress comprehensively using the Project Progress REST API. Additional actions provided include capturing progress at the resource level, deleting draft progress, and generating a forecast while publishing progress.

The business benefit of using the Project Progress REST API is that you can now view and manage the resource progress. You can query the required tasks and resources for progress entry and analyze or update the progress prior to publishing it. The visibility to how much work has been completed and is yet to be completed gives a complete picture of the financial progress and helps when generating a forecast during publishing of progress.

Steps to Enable

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

Tips And Considerations

• You can capture and publish progress at the resource level based on the working version of the financial project plan.
• You can generate a forecast version while publishing progress using the Project Progress REST API.

Key Resources

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

Access Requirements

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

• Privilege Name and Code:
  • Manage Project Progress (PJO_MANAGE_PROJECT_PROGRESS_PRIV)

• Duty Role Name and Code:
  • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT)

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

Public Events for Unplanned Project Costs

Track unplanned resources on financial project plan using the public events. Use this event to help project managers track unplanned project costs on the financial project plan.

Use this business event to initiate additional business processes with Oracle Integration Cloud Service. For example, notify the project manager of the unplanned cost, or convert from an unplanned to a planned assignment.

The business benefit of this feature is an increased awareness of unplanned costs incurred on projects, and the ability to initiate remediating actions if needed.

Steps to Enable

1. Use the ERP Business Events REST API to set the enabled indicator to 'TRUE' for the 'UnplannedProjectCost' Business Event Code. This indicates that business events will be created when an unplanned cost is identified.

The following examples show how to retrieve and update the business event record:

ERP Business Events REST API Definition - /fscmRestApi/resources/11.13.18.05/erpBusinessEvents/

• Submit a GET request on the REST resource to retrieve the Business Event ID for the Business Event Code 'UnplannedProjectCost'.
• Submit a PATCH request on the REST resource to update the enabled indicator: /fscmRestApi/resources/11.13.18.05/erpBusinessEvents/{ErpBusinessEventId}

Example of contents of the request body in JSON format

{

"EnabledFlag": true

}

2. Once you enable the feature, you can subscribe to the event in Oracle Integration Cloud to perform additional actions when an unplanned project cost is identified.

Tips And Considerations

Use the Oracle Visual Builder for Excel to quickly and easily access the ERP Business Events REST API.

Enable the Unplanned Project Costs Business Event

Key Resources

• Public Business Events in the Implementing Project Financial Management and Grants Management guide
• Update the enabled indicator for a business event in the REST API for Oracle Financials Cloud guide
• Using the Oracle Visual Builder Add-in for Excel guide

Access Requirements

To use this feature, you need this role:

• Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

Work Items Planning on Manage Work Items Dialog Using the New Project Planning User Experience

Plan for Oracle Product Development items, product change orders, Sourcing Cloud negotiations, and project deliverables on the Manage Work Items dialog with the new planning user experience. Set task completion criterion for each work item to automatically mark the task as complete when all associated work items meet their criteria.

The business benefit of this feature is improved user experience with fewer clicks and load time required to add work items. 

Business flow with the improved experience is as follows: 

• You can directly open the Manage Work Items dialog box from the context menu.

Context Menu with Manage Work Items Option

Manage Work Items Dialog

Steps to Enable

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

Tips And Considerations

• Access work items from the context menu of the project plan page. The Work Items tab is no longer available on the Task Details dialog box.
• All the existing associations will show in the new Manage Work Items dialog box.
• Search on the item or the change order name requires typing ahead at least three characters. 

Unchanged from previous releases:

• Creating work items from the Manage Work Items page. 
• Existing work item associations with negotiations, deliverables, items, and change orders. 

Key Resources

• Related Help:
  • Project Plan Tasks and Schedule chapter in the Using Project Execution Management guide.
  • What's new for Update 20A: Expedite Your Project Planning With a New User Experience.
  • What's new for Update 20C: Work Item Planning For Negotiations and Project Deliverables Using The New Project Planning User Experience.
  • What's new for Update 21C: Work Item Planning for Items and Product Change Orders Using the New Project Planning User Experience.

Access Requirements

To use this feature, you need the following privileges and roles:

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

Resource Management

Additional Person Details and HCM Sync Update for Resources Using Project Enterprise Labor Resource REST API

View location and resume attachment details of one or more resources using the Project Enterprise Labor Resources REST API. Additionally, initiate the synchronization to update the project enterprise person details with the latest information from HCM.

The business benefit of the Project Enterprise Labor Resources REST API is to provide a convenient way to manage resource details along with updating information from HCM. You can use these additional REST API methods for integration solutions to view the person details including resume and display picture.

The additional child resources available under Project Enterprise Labor Resource REST API are:

The custom actions available under Project Enterprise Labor Resources REST API are:

Media Type - application/vnd.oracle.adf.action+json

Steps to Enable

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

Tips And Considerations

A. Attachments 

Use the attachments resource to view, create or update the resume of a resource. 

• To perform any of the supported actions on a single attachment for a project, firstly perform the GET action for all the attachments of a project and use the self URI of the required individual attachment available in the response body. This step is recommended as every individual attachment is identified by a unique hash key generated by the service and not the attached document identifier of the attachment.

• In case you want to add or update a category name to an attachment using the Attachments REST API, you can follow these steps: 
  • It is recommended to provide the default attachment category name of ‘RESUME_ATTACHMENT’ or a user-defined category name assigned to the attachment entity of Project Enterprise Labor Resources Resume.
  • If a category name is not provided at the time of adding an attachment using this API, the most recent category of the attachment entity will be used.
  • Attachments created with an invalid category name will be unsuccessful.

• Use a data type code of FILE to add documents, PDF, media and other file types, WEB_PAGE to add web URLs and TEXT to add text only attachments. Attachments created with an invalid data type code will be unsuccessful.

• The use of the Batch REST operation allows creation of multiple attachments to a resource in a single request.

B. Update Person Information From HCM 

Use the custom action to update person information like Name, Image, Phone Number, Email, From Date, To Date and Manager for HCM resources imported as project enterprise resources.  

Key Resources

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

Access Requirements

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

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

• Privilege Name and Code
  • Manage Project Enterprise Resources Service (PJT_MANAGE_PROJECT_ENTERPRISE_RESOURCE_SERVICE_PRIV)

Requested Resources Automatically Included As Project Resources

Automatically add requested resources to the resources for a project when the project manager or resource manager submits a project resource request. This provides project managers with a view of requested resources and enables them to plan for the resource on tasks. Previously, only resources already specified on the project and then subsequently requested appeared on the project. Resources directly requested on a project resource request were not added until a nominated resource was confirmed or reserved.

For example, a resource manager creates a project resource request on behalf of a project manager in order to work on fulfilling the role as soon as possible. When the project manager works on the project plan, they are able to see that requested resource in their project and plan task assignments for the resource while the request is being fulfilled.

Request for Placeholder Resource is Created by the Resource Manager

Placeholder Resource is Added to Project Resources in Requested Status

The business benefit of this feature is to provide the project manager visibility to all of a project's requested and nominated resources allows the project manager to plan task assignments while the resource manager is fulfilling requests. No matter where the project manager or resource manager creates project resource requests in the application, the project manager can access all labor resources associated to the project whether in planned, requested, nominated, confirmed or reserved status.

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 Management  No Longer Optional From: Update 25B

Tips And Considerations

• When creating a request that does not have a requested resource specified, a placeholder resource is added to the request with the name equal to the requested project role.
  • All resources on the project must be project enterprise resource. If there is not an existing project enterprise resource for the placeholder resource, a new project enterprise resource will be created with the resource name set as the requested project role.

• If a request is submitted for a resource that is already on the project with the same role and overlapping dates, the request will be created but that resource will not be added to the project resources until the requested dates or role is adjusted.

• When a request is deleted, canceled, or withdrawn, if the resource associated to the request has any task assignments on the project, the resource will remain on the project in planned status however the request will be deleted, canceled, or withdrawn.

• This feature is available when creating requests from Manage Project Resource Requests in the Project Resources and Project Management work areas.
  • This feature will be available in the Project Resource Request FBDI and REST services in a future release.

Key Resources

• Based on Idea 568078 from Idea Labs on Oracle Customer Connect.

Access Requirements

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)

Resource Nomination, User Defined Status, and Assignment Details Retrieval and Modification Using a REST API

View assignment details including, dates, roles, and hours for all individual resources on the request, along with their custom status using the Project Resource Request REST API.

This feature provides the business benefit to easily view assignment details for all individual resources on a request. You can use these additional REST API methods for integration solutions using Project Resource Request REST API and Project Plan Resource Request REST API.

Steps to Enable

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

Tips And Considerations

• You can additionally view assignment start date, assignment finish date, project role, resource status, total requested hours and whether project calendar hours or specific hours are used for the resource.
  • You can also view the assigned hours per day for the resources where project calendar hours are not being used.

• You can also view the reservation reason and reservation expiration date for assignments with 'Reserved' status.

• Sample path: /fscmRestApi/resources/11.13.18.05/projectResourceRequests/{ResourceRequestId}/child/ProjectResourceRequestLines/{RequestLineId}

Key Resources

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

Access Requirements

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

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

• Privilege Name and Code
  • Manage Project Enterprise Resources Service (PJT_MANAGE_PROJECT_ENTERPRISE_RESOURCE_SERVICE_PRIV)

Program Management and Reporting

Program Management

Coordinate and track your strategic programs using program management. Programs allow you to group related projects, analyze performance, and accelerate program execution to realize the highest business benefits in the shortest amount of time. For example, create programs for organizational initiatives and complex customer engagements.

Easily define your program using a guided process to describe its purpose, invite contributors and stakeholders, and add projects. Program options for the enterprise include the program calendar, calendar mapping method, and currency conversion settings. This allows you to assign projects to the program based on the program's strategy regardless of the project's currency and calendar.

Guided Program Creation

Monitor your program performance and identify risks using program headlines and analysis. Headlines provide insights into program performance for four of your top measures. Program analysis displays the detailed performance including actual cost and effort, nonbillable totals, budget and forecast, commitments, capitalization, earned value, margin, and revenue performance. Your program managers each have the flexibility to choose the measures they'd like to display for program analysis and headline insights. Compare performance across your programs or navigate to a specific program to view performance across projects. During analysis, add programs and projects of interest to your watchlist. You can navigate directly from headlines to your watched items the next time you want to review their performance. Record commentary throughout the life cycle of the program by adding notes to programs and projects as needed.

Program Headlines and Analysis

Both program managers and project executives can view analyses created using Oracle Transactional Business Intelligence (OTBI) and the Projects - Program Performance Reporting Real Time subject area. OTBI is a flexible and easy-to-use tool to design dashboards, trend analysis, and graphs. Program managers can view OTBI analyses for programs they own, are invited to as a contributor, and for all public programs. Program executives can view OTBI analyses for programs they're invited to as a stakeholder and for public programs.

The following REST APIs are available for program management:

• Project Programs - Create, view, update, and delete programs. Add, update, and delete program stakeholder and contributor assignments. Create and delete project assignments. Additionally, create, view, update, and delete program and project notes.

• Project Program Insights - Retrieve the program hierarchy. Retrieve the program and project performance measure values.

• Project Program Users - Create, view, update, and delete program manager display preferences and watchlist. Additionally, retrieve the performance measures enabled for programs by your application administrator.

• LOV for Project Programs - List programs that you have access to. 

The business benefits of this feature are:

• Effectively coordinate complex customer engagements and strategic objectives by organizing projects under programs. Programs help you to manage the collective efforts of various business functions to achieve transformative programs in your business model. Using programs can increase profitability for large customer engagements by centralizing analysis while still managing specific deliverables at the project level.

• Program managers can tailor the analysis display to support their approach to program management by personalizing insights and analysis views and designing OTBI analyses. They'll spend less time looking for issues and more time mitigating risks. 

• Keep track of decisions, comments, and issues over the life of the program by recording them in program and project notes.

Steps to Enable

1. Program Options (required)

Select the program calendar, calculation methods, and currencies using the Manage Program Options task in the Project Financial Management offering.

• Calendar: The calendar defines periods for program analysis. This is typically the same calendar as your financial project accounting calendar. The mapping method determines how the project’s accounting calendar period maps to the program calendar if the two are different.

• Calculation Methods: Select a method for calculating the physical percent complete. The Update Program Performance Data process calculates the physical percent complete if a value does not exist for the project. Choose either the financial plan or budget as the source to calculate earned value measures.

• Currencies: Add a maximum of 5 currencies for your programs. The Update Program Performance Data process converts monetary values from the project’s currency to each program currency using the specified conversion rate type and date. The program analysis user interface initially displays amounts in the default currency. When a program manager changes the currency, then their selection becomes their personal default value.

2. Performance Measures (optional)

• Approximately 145 measures are enabled for programs and 15 set to display in the default views for program managers. Program managers can set their preferred measures to display in the progress, financial, and one personal view. To reduce the list of measures for program managers, disable unwanted measures using the Manage Performance Measures task in the Project Financial Management offering. You can modify the measure names and the default display values using the same task.

Predefined Default to Display Measures

3. Conversion Rates (conditionally required)

• Define rates between your project currency and each program currency for the conversion rate type and currencies defined in your program options. Use the Manage Conversion Rate Types task in the Project Financial Management offering to complete this step.

4. Update Program Performance Data (required)

• The initial run of the Update Program Performance Data process prepares the default display for program managers. Submit the process using Scheduled Processes in Tools.

NOTE: The Update Program Performance Data process automatically populates the program options if the options aren't defined. It picks a calendar and adds currencies from projects assigned to programs. It uses default values for the other options.

5. Describe Program Lookup Values (optional)

Review and update the list of values that describe the program using the Manage Standard Lookups task in Setup and Maintenance work area.

• Project Program Assessment (ORA_PROJECT_PROGRAM_ASSESSMENT) - The general assessments for the likelihood that the program will meet the program objectives.

• Project Program Line of Business (ORA_PROJECT_PROGRAM_BUSINESS) - The line of business names for the set of products and services that are managed by the program.

• Project Program Priority (ORA_PROJECT_PROGRAM_PRIORITY) - The priorities for the program.

• Project Program Region (ORA_PROJECT_PROGRAM_REGION) - The geographic or divisional regions covered by the program.

• Project Program Strategy (ORA_PROJECT_PROGRAM_STRATEGY) - The strategic plans of actions and policies that are targeted by the project program.

• Project Program Status (ORA_PJS_PROGRAM_STATUS) - The status values for the program.

6. Reports and Analytics (optional)

• Create analyses for program managers and project executives using the Projects - Program Performance Reporting subject area. For details about creating and editing analyses, see the Creating and Administering Analytics and Reports for PPM guide.

Tips And Considerations

Program Structures

• Programs can be organized into a hierarchical structure with a root program and up to 2 additional levels of programs.
• A program can have only one parent program but can be moved to another hierarchy or changed to become a root program.
• A project can be assigned to more than one program as long as it's not in the same program hierarchy.
• Use drag and drop in the Programs user interface to easily maintain program hierarchies and project assignments.

Program Security

• Your access to specific programs is determined by the program's public access setting and member access value.

• Program managers use the program management user interface to create, edit, delete and analyze programs. They have access to public programs, programs they own, and programs they've been invited to as a contributor. They can view program OTBI analyses for the same set of programs.

• Program executives view program OTBI analyses for public programs and programs they've been invited to as a stakeholder.

• Children and grandchildren in the program hierarchy inherit access from the parent program.

Program Performance

• The Update Project Performance Data process updates projects that match the criteria you entered. If the project is assigned to a program, summarized program totals are recalculated based on the project’s latest performance. Parent and grandparent program totals are also recalculated when the program is part of a hierarchy. Unless all of your projects are assigned to programs, this is the primary process you should schedule to update both project and program performance.

• The Update Program Performance Data process updates programs matching your criteria. The performance for the assigned projects is updated first and then summarized and calculated for the program. Parent and grandparent program totals are also recalculated when the program is part of a hierarchy. Unless all of your projects are assigned to programs, you can use this process for ad hoc requests and to refresh program totals when making changes to program options and currencies.

Program Manager Preferences

• Preferences are saved for each program manager when they change the default values. Preferences include headline insights, currency, and analysis views for progress and financial measures. They can also create 1 additional analysis view.

NOTE: The name provided for the additional view can't be changed in the user interface. It can be changed using the Project Program Users REST API. Check back in future releases for this limitation to be removed.

Key Resources

• Related Help:
  • "Project Programs" chapter in the Using Project Performance Reporting guide
  • "Project Performance Reporting Configuration" chapter in the Implementing Project Financial Management and Grants Management guide
  • "Projects - Program Performance Reporting" subject area in the Subject Areas for Transactional Business Intelligence in PPM guide
  • Creating and Administering Analytics and Reports for PPM guide
  • REST API for Oracle Project Portfolio Management Cloud guide
  • Program Manager, Project Executive, and Project Application Administrator in the Security Reference for PPM guide
  • Securing ERP guide

• Based on Idea 489752 from Idea Labs on Oracle Customer Connect

Access Requirements

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

• Privilege Name and Code:
  • Manage Project Program (PJS_MANAGE_PROJECT_PROGRAM)
  • Run Update Program Performance (PJS_RUN_UPDATE_PROGRAM_PERFORMANCE_PROCESS)
  • Manage Project Program Options (PJS_MANAGE_PROJECT_PROGRAM_OPTIONS)

• Duty Role Name and Code:
  • Project Financial Application Administration Duty (ORA_PJF_PROJECT_FINANCIAL_APPLICATION_ADMINISTRATION_DUTY)
  • Project Program Analysis Duty (FBI_PROJECT_PROGRAM_MANAGEMENT_TRANSACTION_ANALYSIS_DUTY)

• Job Role Name and Code:
  • Program Manager (ORA_PJF_PROGRAM_MANAGER)
  • Project Executive (ORA_PJF_PROJECT_EXECUTIVE)
  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR)
  • Employee (ORA_PER_EMPLOYEE_ABSTRACT)

Optionally create and assign a person security profile to the Program Manager job role for inviting members to their programs. Person security profiles define the criteria that identify a set of person records. When the security profile is assigned to a role and the role is provisioned to a user, that user can access the person records identified in the security profile. For example, you can create a profile to identify a set of person records by the work structures, such as departments, business units, and legal employers. For more information, see the Person Security Profiles chapter in the Oracle Human Capital Management Cloud, Securing HCM guide.

Grant Management

Contract Version Description for Award Dates

Specify a contract version description for an award when you update the award dates. Ensure that the change reason is recorded with the amended version.

Contract Version Description in Edit Budget Period

You can review the version description in the Contracts page after you submit the date changes and update the contract.  

Version Description in Contract Management

The business benefit of this feature is the ability to track the purpose of the date changes to avoid the need of a contract amendment in the Contracts page.

Steps to Enable

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

Tips And Considerations

• The version description is updated for contracts that are in the following statuses: Draft, Active, Under Amendment, and Expired.
• The maximum size of the field is restricted to 1995 characters.

Key Resources

• Update Control Budget Dates with Award Dates for Sponsored Projects in the Defining and Managing Financial Projects guide.

Access Requirements

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

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

IMPORTANT Actions and Considerations

From time to time, Oracle replaces existing Cloud service features with new features or removes existing features. When a feature is replaced the older version may be removed immediately or at a future time. As a best practice, you should use the newer version of a replaced feature as soon as the newer version is available.

Remember to review all upcoming opt in changes in the Opt In Expiration section.

KNOWN ISSUES / MAINTENANCE PACK SPREADSHEETS

Oracle publishes a Known Issues document for every Update to make customers are aware of potential problems they could run into and the document provides workarounds if they are available.

Oracle also publishes Maintenance Pack and Statutory Maintenance Pack documentation of bugs that are fixed in the monthly or statutory patching.

To review these documents you must have access to My Oracle Support:

Oracle Fusion Cloud Project Management Known Issues and Maintenance Packs (Doc ID 1545504.1)

DEPRECATION OF OLDER DIGITAL ASSISTANT SKILL VERSIONS

The Digital Assistant and its skills continuously receive updates as they get smarter and provide enhanced conversational experiences. Check for updated versions every release in the Skill Store. Versions stop working when the underlying platform version becomes inactive, at the longest 2 years after release.

The Project Time Entry skill using Oracle Digital Assistant platform version 20.10.04 and the Project Management skill using version 20.10.GA.1 are deprecated. You can continue the use of your skills, however no updates or bug fixes for this specific version of the skill will be provided. We encourage you to move to the latest version of the Project Time Entry skill and Project Management skill at the earliest opportunity.

The 20.10.04 platform version of the Project Time Entry skill and the 20.10.GA.1 platform version of the Project Management skill will be removed from the Skill Store in six months.