What's New

Update 24A

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

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DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

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 Configure Offerings.

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:

PROJECT MANAGEMENT COMMON

• Export Large Sets of Data from Multiple Project Management Pages: The export to Excel function for the below pages will automatically choose the most efficient method. When the number of records exceeds a specific threshold, currently set at 1500 (for all pages other than My Projects, whose threshold is 500), the export will be performed in the background, allowing for work to continue in these pages while the export completes and is downloaded for local use.
  • Pages with this enhancement include:
    • Manage Capital Event Costs
    • Manage Committed Costs
    • Manage Project Costs
    • My Projects (both for Project Financial Management and Project Management)
    • Manage Revenue Distributions
  • When the threshold is exceeded and the export is performed in the background, the format of the resulting exported files may differ from the file created when the threshold is not met, and to the exported files created in prior updates. Specific changes include:
    • The exported file will include a specific set of columns in a specific order.  The exported file will not consider views defined by personalization, saved searches that hide or reorder columns, or further refinement of the data set using the Query by Example function.
    • The user will be informed that a notification will be received when the export process completes and the files are ready. To view the notification, click the Notifications (Bell) icon.
    • If more than 100,000 rows of data are exported, then multiple exported files will be created
    • Descriptive Flexfields will be displayed as individual columns in the exported file with column headers based on the Table Column assigned to each segment, such as Attribute1, Attribute2... The column header for the Context Segment is Attribute Category.
  • Other considerations
    • When a user who is not granted a role including the View Project Labor Cost privilege exports from the Manage Project Costs page, the export will never be performed in the background.
    • When exporting from the My Projects pages, the Notes, Project Image, and Attachment columns will not be included in the exported file.

• Project Status Comments in Project-Related OTBI Subject Areas: View project status comments that are made while changing the status of the project to the current status in the project-related OTBI subject areas for reporting.

BILLING AND REVENUE MANAGEMENT

• Additional Bill and Revenue Plan Attributes in Oracle Transactional Business Intelligence
  • The following attributes are added to the Contract Line Billing Details and Revenue Details dimensions:
    • Person Rate Schedule
    • Job Rate Schedule
    • Nonlabor Rate Schedule
  • The additional attributes in the Contract Line Billing Details and Contract Line Revenue Details dimensions are added in the following subject areas:
    • Project Billing - Event Real Time
    • Project Billing - Invoices Real Time
    • Project Billing - Revenue Real Time
    • Project Billing - Funding Real Time
    • Project Billing - Bill Transactions Real Time
    • Projects - Billing and Revenue Exceptions Real Time
    • Projects - Cross Subject Area Analysis - Real Time

Based on Idea 508366 from the OTBI Reporting Tools Idea Labs on Oracle Cloud Customer Connect.

• Additional Project Process Configurator Sources for Revenue Calculation in Project Currency: Define project process configurators using newly added sources to calculate revenue based on Inception-to-date revenue amount or forecasted revenue in project currency. For example, now you can utilize the new sources, along with planned and actual cost amount in project currency sources, to accurately recognize revenue when contract and project currencies differ from the ledger currency.

  The new sources include:

  Additional Project Process Configurator Sources for Revenue Calculation

  Name	Description	Filters Supported
  Calculation Level Revenue in Project Currency - ITD	Inception to date revenue amount in project currency at the calculation level, recognized from expenditure items and all events.
  Calculation Level Planned Revenue in Project Currency	Calculation level of planned revenue amount in project currency.	Expenditure Category Expenditure Type Plan Type Project Status Project Type

Based on Idea 675417 from the Project Management Idea Labs on Oracle Cloud Customer Connect.

• Bill Transaction Synchronization on Billing Event Update or Delete: In the 23C update, we delivered the Bill Transaction Creation on Cost Import feature under Controlled Availability. We extended this feature in 23D to also create bill transactions when project billing events are created (listed as Bill Transaction Creation on Billing Event Creation in the 23D update readiness materials). In this release, we have extended this functionality further to automatically synchronize changes to bill transactions if the related project billing events are updated or deleted. Please refer to the 23C and 23D What’s New documents for worked examples.
  • Before release 24B, the Bill Transaction Creation on Cost Import feature is under controlled availability and requires a Service Request to be logged through My Oracle Support. Support will then provide you with a promotion code enabling you to unlock and opt into the feature using Setup and Maintenance. From release 24B onwards, the feature is generally available and can be opted in without needing to log a Service Request or enter a promotion code.
  • Our goal is to ensure that bill transactions provide a real-time record of amounts to bill (in other words, work-in-progress, or WIP), reportable in OTBI, without the need to rely on batch processes such as Generate Invoices or Generate Revenue. Before this feature, the Generate Invoices or Generate Revenue processes needed to be run to maintain bill transactions. This service excellence item concludes that goal.
  • For upcoming releases, our focus turns to the following capabilities under consideration:
    • General availability of the Bill Transaction Creation on Cost Import feature (removal of Controlled Availability)
    • Create WIP reports in OTBI more easily using simplified WIP measures and a bill transaction status attribute (more accurately reflecting where each transaction is within the billing lifecycle)
    • Adjust bill transactions using a REST API
    • Create invoices from bill transactions using a REST API
    • A new user experience for viewing, managing, and billing WIP
  • Limitations:
    • Maintaining project billing events using SOAP API will not synchronize with bill transactions. We recommend that you use the corresponding REST API or FBDI.
    • As per the Contracts REST API documentation, do not pass the status attribute (StsCode) when patching a contract, as doing so will not trigger an update to bill transactions. To approve a contract, use the submit/approve method.

• Improved Project Contract Invoice Status Management Using a REST API: As of the 24A update, the Project Contract Invoices REST API is altered to avoid the possibility of invalid attribute value updates that can delay invoice processing. As a result, the Update of an invoice header for a project contract invoice operation no longer supports the direct update of the above-mentioned invoice status related attributes. Review your use of this REST API to review whether you need to change existing integrations.
  • Background: Before the 24A update, it was possible to update a subset of attributes below attributes using the Update an invoice header for a project contract invoice operation of the Project Contract Invoices REST API. These attributes included:
    • InvoiceStatusCode
    • CreditMemoReasonCode
    • Exception
    • ReceivablesNumber
    • ReleasedByPersonId
    • ReleasedDate
    • TransferredDate
    • UnreleaseComments
    • LastUnreleasedByPersonId
    • LastUnreleasedDate
    • SubmittedByPersonId
    • SubmittedDate
    • AcceptedDate
  • Invalid values prevent the status update and delay subsequent steps in the invoicing business processes.
  • As of the 24A update, the Update of an invoice header for a project contract invoice operation no longer supports the direct update of these attributes. Instead, use specific operations to update the status of the invoice. Available operations include:
    • Submit of a single draft invoice
    • Approval of a single submitted invoice
    • Rejection of a single submitted invoice
    • Return of a single approved or approval rejected invoice to draft status
    • Release of a single approved invoice
    • Unrelease of a single released or transfer rejected invoice

GRANT MANAGEMENT

• Enhanced Time Card Integrity Validations Upon Award Updates: Prevent updates to awards, such as deleting an associated project, funding source, or changing the award dates if impacted time cards exist in Oracle Fusion Time and Labor that have not yet been sent to Project Costing.

PLANNING, SCHEDULING, AND FORECASTING

• Efficient Baseline of Financial Project Plan: Financial project plan baseline now avoids proliferation of versions each time the action is invoked by incremental baseline, for example change in dates, quantity, or amounts. This avoids unnecessary version creation and makes managing of financial project plan, progress, or project budget more responsive, specifically the creation of financial project plan or project budget baselines.

PROGRAM MANAGEMENT AND REPORTING

• Manage Views for Program Analysis: Manage views to create, update, or delete custom views for your program analysis using the Project Program Users REST API. The custom action available under the Project Program Users REST API is as follows:

  Input Parameters for Manage View Action

  Action	Path	Input Parameters
  manageView	/fscmRestApi/resources/11.13.18.05/projectProgramUsers/{id}/action/manageView	action viewName existingViewName newViewName

  Usage Guidelines for the Actions

  Attribute	Values	Details
  action	CREATE	Provide the viewName parameter to create a custom view to tailor your program analysis.
  	UPDATE	Use this value when you want to modify an existing custom view. Specify the existingViewName parameter for the view to update it and the newViewName parameter to rename it.
  	DELETE	Use this value to remove a custom view. Provide the ViewName parameter to remove views you no longer need.

  These actions are designed to give you full control over your program analysis views, ensuring your analysis aligns with your objectives, stays up-to-date, and remains clutter-free.

• Program Creation Flow Enhancement: Enhanced program creation flow makes it more efficient for you to create new programs or edit existing programs, saving time and reducing errors. Key improvements are as follows:

  • Checklist for Mandatory Fields: Stay on track as you complete your program details with a checklist. It ensures you don't miss critical information, making program setup smoother and error-free.

  • Save and Close: You can now Save and Close your work, giving you the flexibility to return to it later when you're ready to finalize your program setup.

Program Creation Flow Enhancement

• Close Parent Programs and Child Programs with a Single Action: Close parent programs along with their associated child programs at the same time. Key benefits are:
  • Efficient Closure: Close parent programs and all associated child programs in one step, reducing effort and ensuring consistency.
  • Impact Notification: Before finalizing the closure, you'll receive a clear notification of the impact on your program hierarchy. 

Close Parent Programs with Child Programs

• Creation of Action Plan from Headlines: Creation of Action Plan from Headlines empowers program managers to take immediate action when it matters most. Now, you can create action plans directly from the Headlines tab, streamlining the process and making it even more effective.

Key benefits are:

• Effortless Initiation: Select a specific project or program from the graph on the Headlines tab and initiate the action plan creation process with a single click.

• Default Summary and Description: The summary and description fields are automatically filled out with relevant performance measures, ensuring you start with a strong foundation for your action plan.

 How it works: 

1. Select Your Target: From the Headlines tab, right-click on the specific project or program you want to address with an action plan.
2. Initiate Action Plan: With a click, start the action plan creation process.
3. Review and Edit: Review and edit the default values as needed to tailor the plan to your objectives.
4. Save and Implement: Once you're satisfied with your action plan, save it and put it into action. 

Creation of Action Plans from Headlines

Auto Population of Summary and Description

With this capability, you can respond swiftly to performance insights and initiate action plans without delay.

• Watchlist Context on Analysis Summary: Apply a watchlist context filter on the Analysis Summary page to quickly filter the watch listed programs.

 RESOURCE MANAGEMENT

• Track the Expiration of Licenses, Certifications, and Memberships in the Context of Searching and Evaluating Resources for a Project Resource Request: The resource manager is informed that a resource has a requested license, membership, or certification that expires before the requested start date specified on the request. Qualification scores aren't impacted by the expiry of these qualifications.

Note: This is available when the Enhanced Talent Profile for Project Resource Requests and Fulfillment is enabled.

Expiration of Qualification Highlighted During Review of a Candidate

• Project Resource Request API Enhancement: Approve requested resources in open project resource requests for new resource and replace resource requests using the ApproveRequest action.

Steps to Enable

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

Billing and Revenue Management

Accounting Date Filter for Inception to Date Actual Cost Configurator Sources in Project Currency

Configure the Accounting Date filter for the Inception to Date Actual Cost Revenue Configurator Sources in Project Currency to enable the calculation of the Inception to Date Actual Cost based on the project cost distribution accounting date. Project Application Administrators can configure this option to calculate the Inception to Date Actual Cost amount in project currency for the current accounting period based on revenue to date. This option is applicable to requirements for Percent Spent revenue recognition with project cost accrual transactions or with time card or expense report cost transactions reported in the next open periods.

The business benefit of this feature is the ability to calculate revenue accurately based on the actual project cost transactions for the current accounting period using the new accounting date filter applied on Inception-to date labor or non-labor burdened cost sources in project currency.

Steps to Enable

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

Tips And Considerations

The following example formula illustrates how to measure the percent spent while calculating project revenue and creating revenue-applicable billing events at the contract line or associated project and task level:

(((Calculation Level Labor Burdened Cost in Project Currency - ITD + Calculation Level Nonlabor Burdened Cost in Project Currency - ITD) / Calculation Level Planned Burdened Cost in Project Currency) * Associated Project Funding Amount in Contract Currency) - Calculation Level Event Amount 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 project process configurator could be defined, including an Accounting Date filter on the Calculation Level Labor Burdened Cost in Project Currency - ITD and Calculation Level Nonlabor Burdened Cost in Project Currency – ITD sources such that it only includes cost transactions that are posted to the general ledger in the current accounting period regardless of the transaction date.

Create a Project Process Configurator

Sample Cost Transactions

Note: ITD Actual Cost in Project Currency without the Accounting Date filter is calculated based on Expenditure Item Date.

Key Resources

• Based on Idea 669498 from the Project Management Idea Labs on Oracle Cloud Customer Connect.

Access Requirements

No new access requirements.

Manage Contract Validations

When you submit a contract for approval, the validation process presents any errors and warnings that are found on the contract. You can now configure the contract validation rules of type Warning and enable or disable them as required. You can also choose to change the severity of the validation from Warning to Error to prevent the contract progressing through to approval until the error is resolved. Contract terms related validations are not available for configuration.

The feature is available for users with the Manage Contract Type privilege.

New Manage Contract Validations task

Manage Contract Validations

You can configure contract validations of type warning based on your business needs. Improve contract validation performance by disabling irrelevant warnings.

Steps to Enable

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

Manage Signed Contract Documents

From the Documents tab, you can now manage your signed contract document in its own document category, separate from other supporting documents. It's visibly highlighted on the Documents tab so you can easily find the signed copy alongside the latest contract in the application.

Electronically Signed Contracts

When contracts are electronically signed, the signed contract document that's returned is saved in the new Signed Contract Document category, and the File Name is displayed at the top of the Documents tab.

Signed Contract Document for Electronically Signed Contract

When a new version is created for the contract, the latest signed contract document takes the position alongside the primary contract document and the prior signed contract document is retained and saved as a Supporting Document in the Contract Image category.

Signed Contract Document on Version 2

Manually Signed Contracts

Contracts that don't go through your own electronic signing process also use the new Signed Contract Document category. These could be contracts that are tracked manually, with wet signatures, or for those signed through electronic processes outside the application. Once you have the signed contract document, you can use the plus icon next to the Signed Contract Document field to add it to the contract as an attachment. You can either browse for the file, or link to it from a URL.

Browse for File

Attach as a URL

You can attach more than one signed contract document. You'll see only one in the Signed Contract Document field, but can see the others by hovering over the Folder icon.

Additional Signed Contract Documents from Folder Icon

Clicking on the Folder icon opens the Attachments summary. You can open or download the documents from here.

Multiple Signed Contract Documents on Attachment Summary

Deleting a Signed Contract Document

Signed contract documents need to be protected from accidental deletion which is why they're now held in a separate document category. However there still may be a valid case for deleting one, for example the wrong document was attached. In order to delete a signed contract document, the contract must be in either draft or under amendment status, and you must be assigned the privilege to allow deletion of signed contract documents. Once a contract has become active and a signed contract document exists (whether electronically or manually added), you can't delete the signed contract document on that contract under any circumstances. If you need to delete a document, you'd need to amend it first.

If you need to proceed with deleting a signed contract document, you can delete one or more from the attachment summary, or you can directly delete a document from the Documents tab.

Delete Signed Contract Document

You'll see a warning before you proceed.

Warning when deleting a Signed Contract Document

This offers better protection for signed contract documents where they can be deleted only in limited circumstances.

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: Enterprise Contracts

Migrating Signed Contract Documents

If you opt in to use this feature, you can migrate your existing signed contract documents to the new Signed Contract Document category. Before migrating, these signed contract documents will be in the Contract Image category in the Supporting Documents region.

Signed Contract Document Before Migration

After migration, the documents attached as files in the Contract Image category that were selected by the migration process are moved to the new category and the File Name is displayed in the Signed Contract Document field.

Signed Contract Document After Migration

The migration is carried out by the Migrate Signed Contract Documents scheduled process.

Migrate Signed Contract Documents Scheduled Process

NOTE: You can't undo the migration once the documents are moved from the Contract Image category to the Signed Contract Document category. To be sure you're moving the correct documents, you should first run the process in review mode.

Run first in Review Mode

• Mode - Review output before migrating signed contract documents, or Migrate signed contract documents

After you've selected the Mode, you can further isolate the contract documents that will be included in the migration process with two other optional parameters:

• Migrate if Single Contract Image Exists - If set to Yes, this restricts the process to include contracts if only one document exists in the Contract Image category. If No, this restriction is removed.

• File Name Contains - This gives the option to match the file name of the signed contract document. For example if the file name contains the word 'Signed' the process would include contracts that have been electronically signed since by default they include 'Signed' in the file name when they're returned from the signing process.

At least one of the above two parameters are required. If both are entered, they work together as an AND condition.

Any contracts that already have documents in the signed contract document category will not be included as part of the migration.

Only the latest version of the contract will be identified by the migration process. For contracts that are under amendment, the prior active version will also be picked up so that if the contract amendment is later reverted, the contract that's reinstated will have been migrated by the process.

Documents included in the process can be from either manually or electronically signed contracts, as long as they match the above criteria.

Documents attached as a URL are not included in the process. Those are unaffected and remain under Supporting Documents in the Contract Image category.

Scheduled Process Parameters

When the Migrate Signed Contract Documents process completes, you can review the output file to check that the documents included in the process are as you expect them to be.

The output file is a text file, but you can save it as a CSV file and open it in Microsoft Excel so you can sort and filter your records.

Migrate Signed Contract Documents Output File

Once satisfied with the list of documents, you can run the process again in Migrate mode to process the files and migrate them to the new signed contract document category.

Tips And Considerations

Note that when signing contracts electronically, for example, in DocuSign, you have the option to add other documents that might be intended for internal viewers only. These internal documents are included within the combined document pack when the signed contract document is returned to Enterprise Contracts. You might want to consider this before you share the signed contract document through email or on the Supplier Portal.

Access Requirements

Two new privileges are introduced with this feature:

• Delete Signed Contract Documents - Allows deletion of signed contract documents for draft contracts, or contracts under amendment.

• Run Scheduled Process to Migrate Signed Contract Documents - Allows you to run the scheduled process to migrate signed contract documents.

These privileges aren't added to any seeded job role. You'll need to manually add them as required to a limited set of users.

Support Date and Number Data Types in Party Descriptive Flexfield

The Contract Parties descriptive flexfield now supports Number and Date data types that can be used when setting up segments. The values entered in these segments are validated to ensure they conform to these data types.

Number Based Segment

This helps to avoid entering incorrect data containing special characters, or in the wrong format.

Steps to Enable

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

Sign Contracts with Adobe Acrobat Sign

You can now use Adobe Acrobat Sign to manage the electronic signature process for contract documents created in Enterprise Contracts. When you send the contract for signature, you can optionally add a CC recipient, specify the signing order and add a private message for each signer. Acrobat Sign sends the documents for signature, and you can track the progress from Manage Signatures action or the History tab of the contract. The contract status is set to Active automatically once all the signers have signed the contract.

Sending a Contract for Signature

When you create a contract from a contract type enabled for Acrobat Sign, you can designate one or more party contacts as signers on the Parties page and provide valid email for them. When the contract is in Pending Signature status, a user with edit privileges on the contract can send the contract for signature to the designated signers by email. Such a user can be an administrative user or a user with full access on the contract. The contract author who plans to send the contract for signature must have a valid email address and must be set up as a user in the Adobe Acrobat Sign account that's specified in the electronic signature setup. The Fusion Applications email ID of the user must match the Adobe Acrobat Sign account email ID. When you click on Sign Contract, in the integrated UI, Acrobat Sign agreement is created. You can add more tags in the agreement, add additional signers, add a private message to signers etc.

Contract Parties Tab

The signers are to be added in this tab for the internal and external parties with the signing sequence. You have the option to tag a signer as Information Only.

Managing the Electronic Signature Process

The signer who receives an email from Acrobat Sign can either sign or decline to sign. If the signer declines, the contract status changes back from Sent for Signature to the previous Pending Signature status. The sender of the contract can then make the required corrections to the agreement before re-sending it for signature. After the agreement is sent for signature, the sender can modify the agreement to add additional files and all the signers will see the updated document. Sender can also cancel the agreement and all the signers will receive an email about the cancellation.

Contract Validation

The documents added in the Documents tab of category Contract are appended to the agreement when it's sent for signature. The following formats are supported by Acrobat Sign. .pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .rtf, .txt, .htm, .html, .bmp, .jpg, .jpeg, .gif, .png, .tif and .tiff. If any other document type is added, contract validation process will result in error.

View Electronic Signature History

The sender can view the electronic signature history of the current version of the contract in the Signatures region of the History page.

Track Electronic Signature Status

This scheduled process tracks the electronic signature process and makes the consequent contract status updates. When all signers have signed, this process retrieves the signed contract document from the Acrobat Sign and stored in the Documents tab. The status of the contract is set Active.

Contracts can be sent for signature automatically by running this process. If the contract status is 'Pending Signature', and if AutoSendForSignature ='Y' (the flag is set in the contract header using Webservice) the contract is sent for signing and the status of the contract is set to 'Sent for Signature'. 

Contract signature process is made efficient, easy and secure with Adobe Acrobat Sign. The entire signature process from generating the agreement to tracking the signatures can be managed within the contract.

Steps to Enable

Prerequisites

1. Your organization must first register and obtain a license directly from Adobe Acrobat Sign. 

2. After the license is obtained, you must set up an account for your organization on Acrobat Sign's web site. You must create an administrator account on the site. Note that this is a one-time activity.

3. Note down the email address and password used for administrator account in Acrobat Sign.

4. You can configure only one e-signature provider in the contracts application.

Configure Adobe Acrobat Sign

Navigation-> Setup and Maintenance->Manage Electronic Signature

Select Adobe Acrobat Sign as solution provider and click on Connect button.

Acrobat Sign Configuration

Acrobat Sign login window will open in another tab. Enter the email address and password of the administrator account and click on Sign In button.

Acrobat Sign Login

Access confirmation page is displayed. Click on the Allow Access button.

Allow Access

Connection status page is displayed.

Connection Status

Go back to the Manage Electronic Signature UI and click on Refresh button. If the connection was successful, Last Connected On and End Point URL will be displayed. In case of any failure during the setup process, click on the Connect button to retry the setup.

Acrobat Sign Successful Connection

Enable the contract type for Adobe Acrobat Sign

Navigation-> Setup and Maintenance->Manage Contract Type

Manage Contract Type

• Select Requires Signature in the Overview tab
• In the E-Signature tab, select Enable electronic signature
• Select the Solution provider as Adobe Acrobat Sign
• Enable Adobe Acrobat Sign Template - Templates to be configured in Adobe Sign account
• Email Message - Meaningful value

If you do not select the terms layout template with the appended signature tags as the default template for electronic signature, then you must manually configure the signatures tags in the Sign Contract page before sending the contract for signing.

Tips And Considerations

Only a single e-signature provider can be configured at any one time in the contracts application. You can configure Adobe Acrobat Sign, DocuSign or OneSpan. This feature is applicable only for contract documents created in Enterprise Contracts.

Key Resources

• Using Customer Contracts - How accepting a contract works
• Implementing Enterprise Contracts - Setup Electronic Signature

Cost Management and Control

Budgetary Control for Project-Specific Procurement to an Inventory or Work Order Destination

Check for funds availability, reserve funds against control budgets, and account for encumbrances, if applicable, when procuring material to an inventory destination for sponsored or non-sponsored projects. This capability is also available when procuring material directly to a work order destination from a project-specific manufacturing or maintenance work order.

Project-specific requisitions created with an inventory or work order destination, as well as back-to-back requisitions, can have funds reserved as a commitment against the project or chart of account-based control budgets or both, when budgetary control is enabled for these transaction types. Funds reserved will include both the raw (requisition cost) and related burden costs.

Requisition for Inventory Destination with Project Details

When budgetary controlled validation is performed on purchase orders created independently or from such requisitions, funds are reserved as an obligation. Also, commitments for requisitions, if applicable, are liquidated. The funds status on the purchase order is updated throughout the procurement lifecycle, until the costs have been imported into Project Costing.

Purchase Order with Funds Status showing Partially Liquidated for a Partial PO Receipt imported into Project Costing

The inventory receipt and costing of items for such purchase orders are not budgetary controlled in Receipt Accounting or Cost Management. It is at the time of importing the purchase order related inventory costs from Supply Chain Cost Management into Project Costing that the purchase order obligation is liquidated, and the inventory costs reserved as project expenditures. This includes raw (inventory) costs and related burden costs. If the burden schedule associated with the project has been updated with new rates between purchase order creation and the import of inventory costs into Projects, then the revised burden rates will be used to reserve the funds. Project Costing will also liquidate the raw and burden costs originally reserved against the purchase order.

Use the Budgetary Control Analysis Report to view control budget balances for non-sponsored projects, and the Manage Awards page to view control budget balances for sponsored projects.

Budgetary Control Analysis Report Showing the Funds Reservation and Liquidation Happening at Requisition, Purchase Order and Project Costing

Payables invoices associated to project-specific purchase orders with inventory and work order destinations are not applicable for budgetary control validation. Invoice variances, if any, will be budgetary controlled by the Import Costs process in Project Costing when the acquisition adjustment costs are imported from Supply Chain Cost Management. Payables Invoices now display project attributes at the invoice line and distribution levels for invoices matched to project-specific purchase orders.

If encumbrance accounting is enabled for the relevant business function and transaction subtypes, then accounting and liquidation of the encumbered raw and burden costs is done when creating accounting for the requisition, purchase order, receipt accounting, and project costs.

Returns, cancellations, and other adjustments on project-specific purchase orders to an inventory or work order destination and back-to-back orders are budgetary controlled. Applicable encumbrances are also accounted.

Funds that the Project Costing subledger reserved at the time of importing purchase order costs from the Supply Chain Cost Management application might differ from the accounted encumbrances on the same transaction. This is because the Supply Chain Cost Management application could have imposed item cost overheads, resulting in additional costs to the originally encumbered purchase order costs. Funds reservation in Project Costing will be based on these actual costs received from the Supply Chain Cost Management application.

These are the business benefits of this feature:

• Efficient fund management and monitoring of budgetary controlled projects for project-specific procurement to an inventory or work order destination.

• Control your project budgets effectively for project-specific procurement to an inventory or work order destination.

• Improved review of payables invoices matched to project-specific purchase orders.

Steps to Enable

• Navigate to the Manage Budgetary Control task in the Functional Setup Manager. For your concerned ledger and business unit, edit the Budgetary Control and Encumbrance Accounting options. In the Edit Budgetary Control and Encumbrance Accounting page:
  • Enable budgetary control for the ledger, business units assigned to the ledger, and the project accounting business function.
  • Enable budgetary control and encumbrance accounting for these Requisitioning business function transaction subtypes:
    • Project purchase requisition to inventory for project-referenced requisition with an inventory destination.
    • Requisition back to back for back-to-back orders 
    • Project direct purchase work order for direct procurements made to a work order destination from a project-referenced manufacturing or maintenance work order. 

Budgetary Control and Encumbrance Accounting Enablement for Business Function Requisitioning

• Enable budgetary control and encumbrance accounting for these Procurement business function transaction subtypes:
  • Project purchase order to inventory for project-referenced purchase orders with an inventory destination.
  • Project order back to back for back-to-back orders 
  • Project work order purchase order for direct procurements made to a work order destination from a project-referenced manufacturing or maintenance work order. 

Budgetary Control and Encumbrance Accounting Enablement for Business Function Procurement

• This feature also makes available two new journal line rules for encumbrance accounting in Project Costing. 'Same Line Project Encumbered Burden Cost Liquidation for PO' for same line burdening enabled projects, and 'Separate Line Project Encumbered Burden Cost Liquidation for PO' for separate line burdening enabled projects. They are already available in the ‘Inventory Cost’ and ‘Burden Cost’ seeded journal entry rule sets.

New Project Costing Journal Entry Rules for Liquidation of Encumbered Burden Cost for Same Line Project

New Project Costing Journal Entry Rules for Liquidation of Encumbered Burden Cost for Separate Line Project

• If your ledger is assigned with a user-defined subledger accounting method, then add these new journal line rules to your rule sets and recompile your subledger accounting method for encumbrances to be accounted successfully for project-specific procurements to an inventory or work order destination.

Tips And Considerations

Budgetary Control:

• The new transaction subtypes that are introduced to support budgetary control and account encumbrances for a project-specific procurement to an inventory or a work order destination and back-to-back orders will be enabled by default for newly created business units and ledgers that are enabled for budgetary control. New business units and ledgers refers to those created on or after release 24A. The new transaction subtypes will remain disabled for existing business units and ledgers that are enabled for budgetary control. They will have to be manually enabled if you would like to have budgetary control and account encumbrances for project-specific procurement to an inventory or work order destination and back-to-back orders.

• To successfully budgetary control and account encumbrances for a project-specific procurement that involves use of both requisitions and purchase orders to an inventory or a work order destination and back-to-back orders, you must enable the new transaction subtypes for BOTH the Requisitioning and Procurement business functions. Failure to enable the new subtypes for both the business functions will result in funds being reserved or liquidated incorrectly.

Requisitions:

• Project-specific requisitions for inventory or work order destination as well as back-to-back requisitions created before enabling budgetary control or encumbrance accounting for requisition transaction subtypes, will remain as not applicable for budgetary control and encumbrance accounting. Once you enable the new transaction subtypes for the requisitioning business function, only new requisitions will be subject to budgetary control and encumbrance accounting.

Purchase Orders:

• Project-specific purchase orders for inventory or work order destination, as well as back-to-back purchase orders created before budgetary control is enabled for these transaction subtypes, will continue being excluded from budgetary control and encumbrance accounting throughout their fulfillment cycle. Once budgetary control for these transaction types is enabled for existing inventory or work order destination purchase orders, the changes listed below will trigger budgetary control and encumbrance accounting.
  • Changes to account, project, or budget date
  • Addition of new back-to-back or project-specific lines, schedules, or distributions

Receipt Accounting and Cost Management:

• Verify that the journal sources for cost accounting and receipt accounting are displayed in the Budgetary Control Journal Exceptions section, under the Ledger Options region in the Edit Budgetary Control and Encumbrance Accounting page. Add these sources if they have not been previously included.

Journal Source and Category Exceptions for Cost Accounting and Receipt Accounting

• The encumbrance liquidation of raw (purchase order) costs will be done by the Receipt Accounting subledger using the following transaction types:

• Encumbrance liquidation of raw costs due to price update to a purchase order is done only for the un-invoiced receipt quantities in Receipt Accounting using the transaction types ‘Cost Adjustment - PO Price Update for Inventory Destination’ and ‘Cost Adjustment - PO Price Update for Work Order Destination.’

• To successfully reserve funds for invoice variance costs in projects for project-specific purchase orders to an inventory and work order destination, disable the profile option to Exclude Invoice Variances from Cost Management if enabled.

• For description-based purchase orders without item reference and to a work order destination, the encumbrance liquidation and budgetary check will be done directly in receipt accounting using the transaction type ‘Delivery to Expense’.

Projects:

• Project-specific purchase orders to an inventory or work order destination and back-to-back orders that were created prior to enabling the new transaction subtypes may exist. This can also include inventory receipts and returns. If these project costs are imported into the Project Costing subledger after enabling the new transaction subtypes, they will be subject to budgetary control in Project Costing. Funds reservation will happen in Project Costing for such scenarios irrespective of whether funds were originally reserved at the time of creating the purchase order or not. It is recommended you review and adjust your control budgets to allow for these reservations.

• Budgetary control, when enabled for this feature, is successful only for projects with project types that have not been enabled for exclusion from cost collection in the Manage Project Type Cost Exclusions task.

• The encumbrance liquidation of the purchase order raw costs will be done by Receipt Accounting and that of burden costs associated to the purchase order by Project Costing. It is recommended you run the relevant create distributions and accounting processes for each application without delay to ensure the encumbrances are accounted promptly.

Payables:

• Before this feature, for budgetary control enabled ledgers, Payables reserved funds for invoice price variances in the applicable control budgets when the invoice was matched to project-specific purchase orders to an inventory destination. With this feature, Payables will stop reserving funds for invoice price variances and the reservation will instead be done by Project Costing. It is recommended to review your existing user-defined business flows that could be impacted by this change.

• When invoice price variances exist for project-specific purchase orders to an Inventory and Work Order destination, the funds status for such distributions will show as not applicable. These distribution lines are also not subject to further funds reservation at General Ledger.

Budgetary Control Status of Invoice Price Variance in Payables

• Before this feature, for capital projects or construction-in-process (CIP) projects, there was a possibility of capitalization or asset lines being created twice, once in Payables and again in Projects, if the accrual account is also an asset clearing account. With the project details being captured at Payables, this will no longer occur. It is recommended to review your existing user-defined business flows, if any, that could be impacted due to this change.

• View and report project details on payables invoice lines and distributions, available in the OTBI Subject Area: “Payables Invoices — Transactions Real Time”.

Other:

• Budgetary control for purchase orders related to outside processing services or contract manufacturing is not supported at this time.

• Budgetary control and encumbrance accounting is not supported for project-specific internal material transfer requisitions to an inventory destination.

Key Resources

For more information on budgetary control and encumbrance accounting, refer to the following topics:

• Overview of Budgetary Control and Encumbrance Accounting in the Using Financials for the Public Sector manual in the Financials Cloud Applications documentation.

• Overview of Project-Driven Supply Chain topic in the Using Project Costing manual.

• Budgetary Control topic in the Defining and Managing Financial Projects manual.

• Direct Procurement of Materials for Work Orders topic under Manage Production in the Using Manufacturing manual.

Access Requirements

No new access requirements.

Oracle Payroll Cost Distribution to Projects Using Labor Schedules

Extend the power of distributing payroll costs to projects using labor schedules by leveraging the highly configurable Oracle Payroll solution, that is fully unified with Oracle Fusion Cloud Human Capital Management for efficient, compliant payroll processing across the globe—no matter your industry, company size, or worker types. This seamless integration allows for payroll costs to be configured for distribution to projects using the flexible project labor schedule distribution rules. This sets the foundation for future enhancements using time cards and payroll costing rules to distribute the payroll costs.

Once your business is ready to consumer this powerful and efficient integration, there are just a few steps that that you need to take:

1. Define labor schedules and the distribution rules for your staff.
2. Define the pay elements that you want to use to distribute payroll costs to projects.  
3. Run payroll with optimal efficiency and compliance.
4. Account the payroll costs.
5. Schedule the Import Payroll Costs process to distribute the payroll as defined.

You can also go back and get any costs that you may miss by setting up a labor schedule or pay element later than planned. Just use the start and end date parameters. Changes made in payroll will be redistributed to projects if payroll costing information changes or retro payroll costs are generated.

Specifically, the Import Payroll Costs process has been enhanced to include Oracle Payroll as a Transaction Source. In addition, we have added the ability to run the Import Payroll Costs process for all business units, regardless of transaction source.

Import Payroll Costs

The enhanced import will automatically run the Transfer Payroll Costs to Projects process, which gathers all payroll costs that:

1. Have been transferred to the Payroll subledger.
2. Are pay elements defined by the customer in Projects and are costed in Payroll.
3. Have a payroll process date between the start and end date specified.
4. Have a labor schedule version that is active for the person assignment or person assignment element.

Accounting attributes have been added in the Projects subledger that allow for referencing the payroll costing key flex field values to accomplish any derivation of the accounting attributes once the project cost is accounted.

Additionally, the payroll cost distribution has new functionality that allows for deriving the expenditure type from the pay element.  This allows for one labor schedule version to be used to distribute all the pay for a person, while allowing the pay element to derive the expenditure type.

To get a brief overview of all the enhancements this feature provides, watch the demo.

The business benefit of this feature is increasing the efficiency of integrating payroll costs to projects by simplifying the complexities of payroll to what is needed to ensure effective project financial management.

Steps to Enable

To enable this feature you must:

1. Manage Project Pay Elements Eligible for Distribution
   1. Requires the privilege Manage Payroll Pay Elements for Project Labor Cost to set up the pay elements to be distributed from Oracle Payroll to projects.
      • This privilege also provides the ability to Manage Pay Element to Expenditure Type Derivations, but this function is not required to integrate with Oracle Payroll.
   2. Note: This setup is not required for third-party import of payroll costs via the Transaction Source of Oracle Fusion Projects.
   3. A new role, Labor Distribution Manager is provided that has this privilege.

2. Manage Labor Schedules
   1. Labor schedules of the types below must be in status of active for the time periods of the payrolls executed.

Tips And Considerations

The Import Payroll Costs process start and end date parameters use the processed date of the payroll cost to define if it should be imported. Retroactive payroll costs will have a process date of the current payroll and will have retroactive pay period that will be used when distributing via labor schedules and deriving the expenditure item date.

Adjusting a payroll cost in Payroll will not create a new process date. The start date parameter in the Import Payroll Costs process should be based on your business rules of how far in the past can adjustments be made in payroll.

Key Resources

• Related Help:
  • Labor Distribution section of the Using Project Costing guide

• The expenditure type derivation from the pay element functionality is based on Idea 586271 from the Project Management Idea Labs on Oracle Cloud Customer Connect.

Access Requirements

To use this feature, you need these privileges:

• Privilege Name and Code
  • Manage Payroll Pay Elements for Project Labor Cost (PJC_MANAGE_PAY_ELEMENTS_FOR_PROJECT_PRIV)
  • Transfer Payroll Costs to Projects (PAY_TRANSFER_TO_PROJECTS_PRIV)
  • Manage Project Labor Distributions (PJC_MANAGE_PROJECT_LABOR_DISTRIBUTIONS_PRIV)
  • Manage Project Labor Schedules (PJC_MANAGE_PROJECT_LABOR_SCHEDULES_PRIV)
  • Manage Project Labor Schedules at Element Level (PJC_MANAGE_PROJECT_LABOR_SCHEDULES_AT_ELEMENT_LEVEL_PRIV)
  • Use REST Service - Payroll Element Definition List of Values (PAY_REST_SERVICE_ACCESS_PAYROLL_ELEMENT_DEFINITION_LOV_PRIV)
  • Use REST Service - Workers List of Values (PER_REST_SERVICE_ACCESS_WORKERS_LOV_PRIV)

Planning, Scheduling, and Forecasting

Additional Search Attributes for My Projects

View additional search attributes in the My Projects page, such as customer, organization, classification category, and classification code. Additionally, view all the financial measures in project ledger currency. The project manager has quick viewing access to aid in assessing project health on a single page.

The My Projects page for the project manager is enhanced with the below capabilities:

• Organization, Customer, Class Category, and Class Code have been added as search attributes. 

Organization, Customer, Class Category, and Class Code Search in My Projects

• The following measures indicating the performance of a project have been added:
  • ITD Budget Margin in Project Ledger Currency
  • ITD Actual Margin in Project Ledger Currency
  • ITD Commitment Cost in Project Ledger Currency
  • ITD Actual Revenue in Project Ledger Currency
  • ITD Actual Cost in Project Ledger Currency
  • PTD Budget Revenue in Project Ledger Currency
  • PTD Actual Revenue in Project Ledger Currency
  • PTD Budget Cost in Project Ledger Currency
  • PTD Actual Cost in Project Ledger Currency
  • PTD Budget Margin in Project Ledger Currency
  • PTD Actual Margin in Project Ledger Currency
  • Project Ledger Currency

• The current accounting period has been added on the My Projects page, and it applies to all Period-To-Date (PTD) and Inception-to-Date (ITD) measures. This accounting period is derived from the calendar assigned to the business unit of the projects.

• Organization and Customer have been added as columns in My Projects as well, as shown below.
  • If a project is linked to a contract, the Customer column displays the customers for whom a bill plan is defined in the contract. If the project is not linked to a contract, then customers set up in the Parties tab of Manage Financial Projects Settings is displayed. If there are multiple customers, then a more link will display all customers in a popup.

PTD Measures in Project Ledger Currency, Organization, and Customer in My Projects

• Notes have been added to execution projects as well, and are now present on the My Projects page.

ITD Measures in Project Ledger Currency and Notes in My Project

The business benefit of this feature is improved decision-making capabilities by providing relevant information in one location. The advanced search capabilities allow for querying project information using more precise details.

Steps to Enable

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

Tips And Considerations

• To view additional financial metric columns, first select the View menu on the My Projects page and then select the columns that you want to view. 

• The default period for all PTD metrics is the current accounting period shown at the top of the My Projects page. The ITD metrics are displayed from inception of the project up to the current accounting period.

• Customers defined in the Parties tab of the Manage Financial Project Settings page will not be displayed when a project is linked to a contract with defined customers.

Key Resources

• Based on Ideas 666419 and 620238 from the Project Management Idea Labs on Oracle Cloud Customer Connect.

Access Requirements

No new access requirements.

Change Order Automation for Project Budget Adjustments

Perform a detailed impact assessment on the project budget and then automatically update the budget when the change is approved. For example, record a change for a specific task and assignment and view the overall impact on the project budget. Upon stakeholder approval, implement these changes to the project budget automatically. Automation improves accuracy during assessment and implements the changes without any further involvement from the change order owner.

Perform a budget impact assessment by selecting the Budget and Forecast impact area in the Add Impact dialog box and then selecting the task and resource for which impacts are to be assessed. For example, if there is a scope increase that requires an additional 200 hours for a Consultant resource, enter 200 as the quantity. Conversely, if there is a scope decrease, enter -200. For rate-based resources such as Consultant, the amounts will be automatically calculated based on the rate settings of the current baseline budget version. Optionally, override the amounts by entering both the quantity and cost or revenue amounts.

Add Budget Impact Details for a Change Order

Navigate to the Manage Change Order Budget Impact page using the Modify in Budget View button to access detailed change impact information within the context of the current baseline budget. Review project budget figures, factoring in changes and their effect on the project margin. Choose the Edit Period Amounts action to adjust the change quantity or amounts of the change impacts for specific periods if required.

Manage Change Order Budget Impact

Once the change order is approved and moved to the implementation stage, select the Implement and Mark Complete action to include the budget impacts. This action will create a new baseline if the current baseline budget version isn't workflow enabled. Alternatively, if the baseline budget version is workflow enabled, a new version will be created and submitted for approval. The implementer will be notified once the budget version with the change amounts is approved. Additionally, you can also choose to send the notification to the Change Owner by defining a custom rule in the BPM task configuration.

Create a Baseline Budget by Including the Budget Impacts of the Change Order

The Change Impact Details REST resource can be used to create, view, update, or delete the impact details for a budget change impact.

Business Benefits:

• Conveniently assess and view the financial impacts of a change order on the budget.
• Effortlessly keep budgets up-to-date by automatically including change order impacts.

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 24C

Tips And Considerations

• To perform a detailed budget impact assessment and automatic implementation, the change order must be associated with a project that has a baseline budget version created using an approved financial plan type.

• Automatic implementation is supported exclusively for budgets, and only one change order can be implemented at a time. Once a baseline budget version is created from the change impacts, the change order can only be closed and not moved to any other stage.

• If there are any overrides in the current baseline budget, then they are carried forward while performing impact assessment.

• You can continue to create baseline budgets from the Manage Budget Versions page, REST, or FBDI when an active change order exists given the following conditions are met:

• If there is a budget version with edits, baseline this version before implementing any change order to retain the edits, as the change order budget impacts are implemented only on the latest baseline budget version and manual edits aren't carried forward.

• Change impact amounts for all impact areas can now be updated only in the impact assessment stage, removing the previous ability to update impacts in the review stage by the change owner.

• The feature opt-in choice is set to Yes by default, making it ready for immediate use. If additional time is needed before activating this feature, you have the option to set the Opt-in choice to No.

Key Resources

• Related Help: Change Orders in the Using Project Execution Management guide.
• Based on Idea 512997 from the Project Management Idea Labs on Oracle Cloud Customer Connect.

Access Requirements

To use this feature you need these privileges:

• Manage Project Changes (PJE_MANAGE_PROJECT_CHANGE_PRIV) to create a change order, perform impact assessment, review, approve, and implement a change order.

• Manage Project Budget Working Version (PJO_MANAGE_PROJECT_BUDGET_WORKING_VERSION_DATA) to manage the change order's budget impact on the Manage Change Order Budget Impact page, where change impacts are displayed alongside baseline amounts.

• Create Project Budget Baseline Version (PJO_CREATE_PROJECT_BUDGET_BASELINE_VERSION_DATA) to automatically implement a change order with budget impacts.

Resource Management

Mandatory Qualifications for Assigning Resources to Projects

Designate qualifications on the project resource request as mandatory or optional. Resources that have the mandatory qualifications in their talent profile appear in the results when searching and evaluating qualified candidates for a request. Project managers can precisely communicate the most important qualifications required for a role on their project. When searching for qualified resources, the results automatically exclude resources who lack mandatory qualifications. This accelerates the selection process and ensures that the resource manager does not propose a resource lacking a key qualification.

Project managers can either specify the required qualifications at a role level or at an individual resource request level, as shown. These precise requirements are communicated to the resource managers to effectively fulfill the project's needs.

Manage Project Roles

Create/Edit Resource Request

Resource managers can search and evaluate resources that meet the criteria for mandatory qualifications. This default search result helps them to exclude resources that do not have those required qualifications for a resource request without consuming too much time.

Search and Evaluate Qualified Resources

Qualified Resource Details

Resource managers can create an Oracle Transactional Business Intelligence (OTBI) report to find out the common mandatory qualifications.

These are the business benefits of this feature:

• In large organizations where resource requests have non-negotiable requirements, resource managers can find resources that meet the non-negotiable requirements in a more optimized manner.

• Project managers can effectively communicate the required/mandatory requirements with the resource managers to fulfill the project's needs.

• OTBI reports containing the mandatory qualifications help the resource managers to better plan for their resource requirements.

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 24C

Tips And Considerations

• Resource managers can override the criteria for mandatory qualifications in the same way as it has been done for other criteria in past requests while searching and evaluating resources for a resource request.

• Resources without mandatory qualifications can still be nominated to the request.

• Proficiency is independent of whether qualification is mandatory or not.

• The calculation of the qualification score is not dependent on whether the qualification is mandatory or not.

• Keywords are not enabled for Mandatory designation.

Key Resources

• Related Help:
  • Upgrading Oracle Cloud HCM Profile Management (Doc ID 2421964.1).
  • Using Enhanced Talent Profiles in the Talent Management guide.

Access Requirements

No new access requirements.

Maximize Productivity with Detailed Assignment Tracking and Schedule Approvals

Visualize assignments in the resource schedule Gantt chart with enhanced clarity by viewing and editing project resource assignment hours by day. Approve or cancel assignment adjustments directly in the Gantt chart. Resource managers experience a granular level of insight into how resources are allocated, empowering them to make data-driven decisions that maximize efficiency and utilization. Resource managers effortlessly review and approve assignment adjustments submitted by project managers, all while gaining a comprehensive understanding of the resource's schedule.

This builds on the Visual Resource Planning and Scheduling feature that introduced the interactive resource schedule Gantt chart in 23C.

View or Edit Daily Assignment Hours

Approve or Reject Assignment Adjustments

Cancel Assignment Adjustment

Watch a demo.

The business benefits of this feature include:

• Resource assignments broken down by daily hours provide a clear representation of resource allocation over time. The resource manager better understands the resource's utilization and allocation at a glance.

• Resource managers are empowered to make more informed decisions. With detailed information about resource allocation hours, resource managers optimize schedules, allocate resources more effectively, and minimize overbooking or under utilization.

• Editing hours at a daily level allows precise allocation to meet the requirements of the project.

• Approving or canceling of assignment adjustments directly within the Gantt chart streamlines the assignment adjustment process. This saves time and reduces administrative overhead.

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 24C

Tips And Considerations

• Resource managers can cancel assignment adjustments only for those that were initiated by a resource manager, in the Project Resources workarea.

• Resource managers can approve or reject assignment adjustments that were initiated by a project manager, in the Project Management workarea.

• To set daily assignment hours for an existing assignment, go to the “Daily Assignment” view and set the desired assignment hours for each day by double-clicking in the days you wish to set hours.

  • Once an assignment's hours are saved at the daily level, it cannot be changed to a different schedule method. Assignments with hours that are defined daily can only be adjusted (start date, finish date, and hours) in the Gantt chart in the Manage Resource Schedules page.

• When adjusting an assignment with hours that are defined daily, the assignment hours will shift based on the changes that are made to the assignment start and finish dates as well as the duration:

Access Requirements

No new access requirements.

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.

We recommend that you stay up to date and use the most current skills.