Document History

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

Date Update Version Notes
20 OCT 2017 Update 17D Delivered new features in update 17D.
28 SEP 2019 Update 17C Revised update 17C.
21 APR 2017 Update 17B Delivered new features in update 17B.

Update 17D

Revision History

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

Date Feature Notes
10 JAN 2018 Drill Down to Expenditure Item Details from Real-Time Analysis Updated document.  Revised feature description.
20 OCT 2017   Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

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Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.


Customer Action Required = You MUST take action before these features can be used. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Feature Delivered Enabled)

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

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

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

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Customer Action Required

Optional Uptake of New Features (Opt In)

Project Foundation

Flexibly and Easily Maintain Project Organizations

Publish Public Events on Project Status Change

Project Control

Create Project Budgets with Multiple Planning Currencies Using Web Services

Create Project Budgets with Multiple Planning Currencies Using File-Based Data Import

Create Project Forecasts with Multiple Planning Currencies Using File-Based Data Import

Create Project Forecasts with Multiple Planning Currencies Using Web Services

Project Costing

Add Project Task Assignments to Time Cards in Oracle Time and Labor Cloud

Drill Down to Expenditure Item Details from Real-Time Analysis

Mobile Project-Based Time Capture

Prevent Project Managers from viewing Labor Costs and Rates

Supplier Invoice Number and Comments are available in the Cost Transaction Search Results

Update Transaction Controls Using REST Service

Use Accounting Period to Search for Cost Transactions

Project Billing

Control Migration of Billing History

Faster Contract Amendments and Versioning

Invoice by Original Task Owning Organization

Letter of Credit Invoice Generation

Transfer Invoice Attachments

Project Performance Reporting

View Complete Resource and Task Names in Oracle Smart View Including Duplicates

View Missing and Incomplete Time Entries for Five Weeks

Grants Management

Create Grants Sponsors, Internal Funding Sources, Personnel and Keywords with a File-Based Data Import

Update Award Validation Status Using Service

Project Management

Analyze Project Progress by Hierarchical Time Components Using Oracle Transactional Business Intelligence

Enable Project Managers to Plan and Schedule Fixed Duration Projects

Manage Task Dependencies with the Project REST Service

Use a Single File-Based Data Import Template to Import Any Type of Project

Project Resource Management

Manage Workflow Approval and Notification for Resource Extensions and Cancellations

Optional Uptake of New Features (Opt In)

We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways:  by using the New Features work area, or by using the Setup and Maintenance work area.

To opt in using the New Features work area:

  1. Click the Navigator, and then click New Features (under the My Enterprise heading).
  2. On the New Features page, select the offering that includes new features you’d like to review.
  3. Click Opt In for any feature that you want to opt in to.
  4. On the Edit Features page, select the Enable option for the feature, and then click Done.

To opt in using the Setup and Maintenance work area:

  1. Click the Navigator, and then click Setup and Maintenance.
  2. On the Setup page, select your offering, and then click Change Feature Opt In.
  3. On the Opt In page, click the Edit Features icon.
  4. On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close. 
  5. Click Done.

Project Foundation

Flexibly and Easily Maintain Project Organizations

Declassify an existing organization as a Project and Task Owning Organization or a Project Expenditure Organization, irrespective of being referenced on projects, templates, or transactions. Use project and task owning organizations across project units during creation of projects and tasks.

The ability to declassify an existing organization as a Project and Task Owning Organization or a Project Expenditure Organization provides flexibility to the users to correct mistakes and adapt to organization restructuring without issues.

Also, the ability to use project and task owning organizations across project units caters to the global operations business model, wherein projects are run across organizations cutting across multiple lines of business.

Classify an Organization as a Project and Task Owning Organization Without Any Project Unit Assignment

Steps to Enable

This feature is enabled by default for Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB) role.

Tips And Considerations

Key Resources

Related Help Topics: 

Role Information

This feature is enabled by default for Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB) role.

Publish Public Events on Project Status Change

Publish public events based on project status change for external integrations.

The users will be able to integrate their business processes with project status changes by creating a subscription of the public event raised upon project creation or project status update in the Integrated Cloud Service (ICS). For example, if the user wants to automatically create a contract when the project is approved, they can do so by invoking the Create Contract process on receiving the project status change public event.

Steps to Enable

This feature is enabled by default for Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB) role but the Project Application administrator must first enable the associated setup feature.

  1. Navigate to the Setup and Maintenance work area.
  2. Select Project Financial Management offering in the Setup offering choice list.
  3. Click on the Change Feature Opt In link.
  4. Click on the Features icon in the Project Financial Management offering row available under the Features column.
  5. In the Edit Features: Project Financial Management page, enable the Publish Public Events on Project Status Change option.

Tips And Considerations

Key Resources

Role Information

This feature is enabled by default for Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB) role but the Project Application administrator must first enable the associated setup feature from the Setup and Maintenance work area.

Project Control

Create Project Budgets with Multiple Planning Currencies Using Web Services

Create a project budget using the Project Budget web service with multiple currencies.

Using the Project Budget web service you can effectively create project budgets in different planning, project, and project ledger currencies.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

You can now specify budget lines in any transaction currency which is different from project currency. When using the project budget service, specify the amounts in all currencies viz., planning currency, project currency, and project ledger currency.

Key Resources

Role Information

This feature is enabled by default for Project Integration Specialist ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_ROLE) role.

Create Project Budgets with Multiple Planning Currencies Using File-Based Data Import

Create project budgets using file-based data import templates with multiple currencies.

Using the project budget file-based data import template, you can effectively and quickly create project budgets in different planning, project, and project ledger currencies.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Role Information

This feature is enabled by default for Project Integration Specialist ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_ROLE) role.

Create Project Forecasts with Multiple Planning Currencies Using File-Based Data Import

Create project forecasts using file-based data import templates with multiple currencies.

Using the project forecast file-based data import template, you can effectively and quickly create project budgets in different planning, project, and project ledger currencies.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Role Information

This feature is enabled by default for Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_ROLE) role.

Create Project Forecasts with Multiple Planning Currencies Using Web Services

Create a project forecast using the Project Forecast web service with multiple currencies.

Using the Project Forecast web service you can effectively create project forecasts in different planning, project, and project ledger currencies.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

You can now specify forecast lines in any transaction currency which is different from project currency. When using the project forecast service, specify the amounts in all currencies viz., planning currency, project currency, and project ledger currency.

Key Resources

Role Information

This feature is enabled by default for Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_ROLE) role.

Project Costing

Add Project Task Assignments to Time Cards in Oracle Time and Labor Cloud

Select an action in Oracle Time and Labor Cloud to instantaneously update your time card with your complete set of project financial task assignments for the period. You have an option to either replace existing entries or append the new entries to a time card. The action adds an entry for each financial task assignment within the time card period. You can then update the hours per day, modify or remove entries, or add additional projects and tasks as needed. This option accelerates time card entry and ensures greater accuracy based on your project task assignments. Managers have the same option when they enter time on behalf of other people.

Accurate time entries based on project task assignments will eliminate issues on downstream processes such as serious billing mistakes caused by missing or wrongly entered time entries.

Add Project Task Assignments to Time Card

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

The Add Project Task Assignments action populates the time card with time entries based on the user's assignment to lowest-level financial tasks on the financial project plan for the project.

Role Information

This feature is enabled by default for the following roles:

Drill Down to Expenditure Item Details from Real-Time Analysis

You can now drill down from an Oracle Transactional Business Intelligence analysis to the Expenditure Item Details page.

You can enable an Action link on a column, such as Transaction Number, to enable the drill down.

You can easily navigate back and forth from the report to the application to review multiple transactions.

Select the Transaction Number hyperlink to see the expenditure item details.

OTBI Report – Transaction Number Link

Expenditure Item Page

Once you open the Expenditure Item, you can review and adjust the Transaction.

If you have given the Return Application name then you will have the return buttonavailable on the top right corner near the Home icon.

Steps to Enable

Enabling deep linking:

ACTION LINK

Name Prompt Type Value Fixed Hidden Optional
    1     Object Type     Value     EXPENDITUREITEMDETAILS     X       X  
    2     Expenditure Item Id     Column Value     "Expenditure.item"."expenditure.item"     X       X  
    3     Action     Value     EDIT     X       X  
    4     returnApp     Value     AnalyticsApp     X       X  
    5     Logged in User     Session Variable     USER     X       X  
    6     Report Name     Value     Langone Medical Center **     X       X  

** Change parameter 6, put the name of the report you created.

Registering analytics application, (e.g. AnalyticsApp) as a third-party application in Fusion.

Registering third-Party Application

End User Task:

Tips And Considerations

  1. You must have privileges to access the Oracle Transactional Business Intelligence analysis and the Expenditure Item Details page.
  2. You can reuse the same Action link for other analyses that you build if you want to navigate to the same page using the same column. When you assign this Action link to a column in a report. You can then choose to specify for all reports by selecting the appropriate Save as Default option on the Interaction page.

Key Resources

Role Information

Users must be assigned to a role that has access to the privilege "PJC_MANAGE_PROJECT_EXPENDITURE_ITEM_PRIV".

Mobile Project-Based Time Capture

Transform your organization by providing employees the ability to easily capture the actual time worked on projects, indirect projects, and financial tasks using a mobile device. The mobile time capture application automatically displays projects and tasks assigned to team members as time entries on their time cards. Submitting their time cards is as easy as selecting the time period and entering their hours worked. They can also copy similar time cards and quickly submit their time with some quick simple steps.

As executives digitally transform their organizations, one of their focus areas is mobilizing their employees' day-to-day activities. One important daily activity is understanding what employees are working on and how billable they are. A simplified mobile time capture capability on an employee’s smartphone provides that seamless value added insight into revenue forecasts, labor costs and resource utilization. Capturing time also increases the accuracy in estimating future work on similar projects and tasks.

                 

Simplified Mobile Time Entry for Team Members

Steps to Enable

  1. Search for Oracle PPM Cloud Mobile in the Google Play or Apple App Store to find the application
  2. Ensure that user has Projects Time Entry Profile for their time card. 

Tips And Considerations

Key Resources

Role Information

This feature is enabled by default for the following roles:

Prevent Project Managers from viewing Labor Costs and Rates

You can now create a new project manager role that will prevent project managers from viewing labor rate and total cost on the Manage Project Costs page.

This would only impact the Manage Project Costs page in the Project Management work area.

Manage Project Costs for Project Managers

Steps to Enable

  1. In Security Console, Create custom role by copying the existing abstract role Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT).  Remove the View Project Labor Cost Privilege (PJC_VIEW_PROJECT_LABOR_COST_PRIV).
  2. Create a custom Project Manager role by copying the existing "Project Manager" (ORA_PJF_PROJECT_MANAGER_JOB) role and name it something like ORA_PJF_PROJECT_MANAGER_JOB_CUSTOM. 
  3. Remove the View Project Labor Cost Privilege (PJC_VIEW_PROJECT_LABOR_COST_PRIV) from the newly created custom project manager role.
  4. Remove the existing "Project management duty" in Role Hierarchy.  Add the newly created custom role from Step 1.  
  5. In Manage Project Roles, create a new project role and assign this custom "security" role to that role.  Alternatively, customer can choose to map the predefined project manager role to the new custom role (replacing the mapped/predefined Project Manager role) from Step 1.
  6. Assign user to the project using the new project role.

Role Information

This feature is enabled by creating and modifying the Project Manager Job (ORA_PJF_PROJECT_MANAGER_JOB) and Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT) roles and removing the Privilege of PJC_VIEW_PROJECT_LABOR_COST_PRIV.

Supplier Invoice Number and Comments are available in the Cost Transaction Search Results

You can now view Supplier Invoice Number and Comments on the Manage Project Costs page.

Manage Project Costs – Supplier Invoice Number and Comments

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Role Information

This feature is enabled by default for the Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB) role.

Update Transaction Controls Using REST Service

Update project and task transaction controls using the Transaction Controls REST service. Using this service you can update attributes such as From Date and To Date for existing project and task transaction controls. Additionally, you can view all the transaction controls created for a project or task or a specific transaction control.

You can use the following attributes to search and view transaction controls:

Request Payload to Update the Dates for a Project Transaction Control

Response for the Request Payload

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Use the batch operation to update multiple project transaction controls, task transaction controls, or a combination of project and task transaction controls.

Key Resources

Role Information

This feature is enabled by default for the following roles:

Use Accounting Period to Search for Cost Transactions

You can now search transactions by accounting period on the Manage Project Costs page. This allows you to easily find transactions for a specific period.

Use the Advanced search feature to use the Accounting Period field as a search criteria.

Manage Project Costs – Accounting Period Search

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

You must select a value for the Expenditure Business Unit before you can select values for the Accounting Period field.

Role Information

This feature is enabled by default for the Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB) role.

Project Billing

Control Migration of Billing History

You can now better control the migration of invoice and revenue history. Invoicing and revenue recognition of new transactions for a contract is prevented prior to migration transactions being fully invoiced and revenue recognized. Adjustments to invoices and revenue containing migration transactions are prevented.

You can summarize invoice and revenue amounts at top task, project, contract or agreement level in the legacy application. You can then create migration billing events in Oracle PPM Cloud with event amounts equal to the summarized amounts in the legacy application. You can thus maintain integrity of the invoice and revenue history between the legacy application and the Oracle PPM Cloud.

The invoicing process will process only migration events and generate a migration invoice made of only migration events. It will not process new transactions for a contract until all the migration events are processed. The adjustment related actions like "Hold Until Released" will be disabled and cannot be performed on migration invoices. These migration invoices can be transferred to Receivables in Oracle Financials Cloud.

The revenue recognition process will also prevent revenue recognition of new transactions until revenue is recognized for all the migration events for a contract. The adjustment related actions will be disabled for revenue distributions recognized for migration events. You can setup accounting rules in Subledger Accounting to account the revenue from these distributions in migration accounts.

Steps to Enable

You will have to create event types as migration and nonadjustable. The below screen capture illustrate the flags to be enabled on Manage Event Types page.

Manage Event Types

Tips And Considerations

Invoicing and revenue recognition of new transactions for a contract is prevented until migration events being fully invoiced and revenue recognized.

Role Information

This feature is enabled by default for the Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB) role.

Faster Contract Amendments and Versioning

You can now more quickly amend contracts and create new contract versions.

A project contract with multiple billing controls per contract line and multiple contract lines took too long to amend. After making various technical performance improvements, you can now create a new contract version and initiate a contract amendment much more quickly.

Steps to Enable

No steps are required to enable this feature.

Role Information

Invoice by Original Task Owning Organization

You can optionally generate intercompany invoice lines with expenditure organization values from the task owning organization on the original expenditure items.

Similar to external invoices, when you generate an intercompany or interproject invoice, you group transactions onto invoice lines using the details of the invoice formats specified on the bill plans assigned to the contract lines. Previously, expenditure organization was not an attribute you could use to group transactions onto invoice lines; you would always populate it from the expenditure organization specified on the corresponding intercompany or interproject contract line.

Now on the intercompany or interproject contract line, you can choose the source of the expenditure organization on the intercompany or interproject invoice line to be the task owning organization on the original expenditure item. If you do not choose this option, the source continues to be the expenditure organization on the contract line. When you choose the source to be the original task owning organization, you can use the expenditure organization values coming from the task owning organization on the original expenditure items to derive the invoice accounting in Payables for the debit to intercompany or interproject expense.

The following screen capture illustrates the feature and its benefits.

Edit Contract Internal Billing

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

When you choose the source of the expenditure organization to be the original task owning organization, you must also choose Task Owning Organization Name in the invoice format details [of the labor and nonlabor invoice formats specified on the bill plan assigned to the intercompany or interproject contract line] to group expenditure items by task owning organization.

Role Information

Letter of Credit Invoice Generation

You can control invoice generation for LOC and non-LOC based awards. A new parameter has been added in Generate Invoice process to help you specify if you would like to process invoices for all awards, only LOC based awards, only non-LOC awards or a specific LOC number.

You can use the new parameter in the Generate Invoices process to generate invoices for different sets of awards based on LOC.The following table explains the behavior of the Generate Invoices process for each option:

LOC Processing Option LOC Number Behavior of Generate Invoices Process
All Disabled Processes both LOC and non-LOC contracts
Only LOC Disabled Processes only LOC contracts
Only non-LOC Disabled Processes only non-LOC contracts
Single LOC Enabled Processes contracts only for the provided LOC number

 

LOC Processing Option

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

LOC Number parameter will be enabled when Single LOC is selected in LOC Processing Option parameter.

Role Information

This feature is enabled by default for the following roles:

Transfer Invoice Attachments

All project contract invoice attachments are now transferred to Receivables in the Financials Cloud.

Attachments in the Project Billing and Contract Cloud and the Financials Cloud are stored in a common attachment infrastructure. For file attachments, the location of the file, not the file itself, is stored. The attachments, regardless of type, are associated to specific objects, like project contract invoices or receivables transactions. In both of these objects, the attachments are only at the header level.

Now when you run the Confirm Invoice Acceptance Status in Receivables process, you copy all attachments associated to the project contract invoices successfully imported into Receivables. These attachments become new attachments to the corresponding receivables transactions.

The following screen captures illustrate the feature and its benefits.

Edit Invoice Attachments

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Attachments transferred to the receivables transactions can be ignored if unwanted.

Role Information

This feature is enabled by default for the Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB).

Project Performance Reporting

View Complete Resource and Task Names in Oracle Smart View Including Duplicates

View complete resource and task names in Excel spreadsheet using Oracle Smart View. Even if your project has multiple tasks with the same name or multiple resources with the same name, you can view the task and resource names correctly using Oracle Smart View. Additionally, through a profile option, you can select to view task names, task numbers, or a combination of task numbers and names in Oracle Smart View to easily identify individual tasks across projects.

Profile Option to Control Display Format for Tasks in Smart View

Use the Display Format for Tasks in Smart View profile option to view tasks by name, number, or a combination of number and name in Excel using Oracle Smart View. For example, if multiple tasks within a project have the same name, you can choose Number as the profile value so that you can correctly identify these tasks by their numbers in Oracle Smart View.

Steps to Enable

After you change the value of the profile option, you must submit the Update Project Performance Data process for those projects for which you want to view tasks in the selected format in Oracle Smart View.

Tips And Considerations

Role Information

This feature is enabled by default for the following roles:

View Missing and Incomplete Time Entries for Five Weeks

You can now use the Time Cards infolet on the Project Management Dashboard to track missing time cards and incomplete time entries for five weeks. This helps you to report accurately on any shortfall at the end of your billing cycles. You can leverage this information to avoid manual tracking of missing time entries for your projects.

Time Cards Infolet with Data Displayed for Five Weeks

Steps to Enable

You must submit the Update Project Performance Data process once for any project to view data for five weeks in the Time Cards infolet.

Tips And Considerations

You must submit the Update Project Performance Data process once for any project to view data for five weeks in the Time Cards infolet.

By default, the infolet displays the earliest week in time for which missing or incomplete time cards exist.

Key Resources

Role Information

This feature is enabled by default for the Project Manager (ORA_PJF_PROJECT_MANAGER_JOB) role.

Grants Management

Create Grants Sponsors, Internal Funding Sources, Personnel and Keywords with a File-Based Data Import

Create high volume of Grants sponsors, internal funding sources, keywords, and personnel using a file-based data import. After import, you can view and manage the funding sources, keywords, and personnel using the respective user interfaces in Setup and Maintenance work area.

XLSM Template to Create Grants Sponsors

XLSM Template to Create Internal Funding Sources

XLSM Template to Create Grants Keywords

XLSM Template to Create Grants Personnel

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Role Information

This feature is enabled by default for the following roles:

Update Award Validation Status Using Service

Use the enhanced Award web service to validate an award and review any errors or warnings. The award is validated successfully if there are no errors.

Leverage the “validateAward” operation of the Award web service to validate awards. You can use this operation multiple times and the application persists the current validation result. Use one of the following parameters to identify the award to be validated:

  1. Award ID
  2. Award Number

If you provide valid values for more than one parameter, then the award is identified by using only one parameter in the order listed above.

Steps to Enable

Review the Service Data Objects information in the SOAP Web Services for Oracle PPM Cloud to learn more about how to use the service:

Tips And Considerations

Review the Service Data Objects information in the SOAP Web Services for Oracle PPM Cloud to learn more about how to use the service:

If you leverage contract services to create and activate a high volume of award contracts, then you must use this new operation to validate the award in order for costs to be incurred for the award project.

Key Resources

Role Information

This feature is enabled by default for the following roles:

Project Management

Analyze Project Progress by Hierarchical Time Components Using Oracle Transactional Business Intelligence

Project managers can analyze the project progress by different hierarchical time components such as day, month, quarter, or year. For example, you can create reports to compare the planned and actual hours by day for the previous month.

This enhancement allows project managers to have greater visibility into the project performance and identify potential execution issues sooner.

Analyze Project Progress by Week

Steps to Enable

No steps are required to enable this feature.

Role Information

This feature is enabled by default for the Project Manager (ORA_PJF_PROJECT_MANAGER_JOB) role.

Enable Project Managers to Plan and Schedule Fixed Duration Projects

Drive project scheduling based on task duration as the most important determining factor. You can create, plan, and schedule fixed duration projects based on the fixed timeline of the deliverables within the project. For example, you can add resources or adjust scope for a task without changing the task duration. Optionally, you can save fixed duration projects as work plan templates and use them to quickly create task structures for similar fixed duration projects. You can report on fixed duration projects using Oracle Transactional Business Intelligence.

This feature enables project managers to plan and schedule fixed duration projects.

Create Fixed Duration Project

Manage Fixed Duration Project in Manage Project Plan Page

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Related Help Topics:

Role Information

This feature is enabled by default for the Project Manager (ORA_PJF_PROJECT_MANAGER_JOB) role.

Manage Task Dependencies with the Project REST Service

Use the new REST services to manage dependencies between project tasks. You can create, update, or retrieve dependencies between the lowest-level tasks of a project. If tasks are dependent, then the successor tasks are changed to a schedule mode of automatic.

You can use this service to create dependencies of all the four types: Finish-to-Start (FS), Start-to-Start (SS), Finish-to-Finish (FF) and Start-to-Finish (SF). If you do not specify a dependency type, it assumes a Finish-to-Start (FS) dependency. You can also specify lag between dependent tasks in terms of days and it allows to specifying a positive or negative integer value as lag. By default, it assumes zero lag.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

You can use one or more of the following attributes to uniquely identify the successor task in the project:

You can use one or more of the following attributes to uniquely identify the predecessor task in the project:

You can use the following attributes to define the dependency:

Key Resources

Role Information

This feature is enabled by default for the following roles:

Use a Single File-Based Data Import Template to Import Any Type of Project

Create projects for planning and scheduling only, or projects also enabled for financial management using the same file-based data import template. The modified template supports importing projects, tasks, project resource assignments, task resource assignment, task dependencies, project codes, task codes, transaction controls, project team member progress, and project classification using a single Excel file.

The modified template has new capabilities such as creating a project plan baseline, specifying who can access the project plan in view-only mode, and specifying additional attributes such as the project calendar and the EPS Node.

If you are already using the existing Import Project template for importing your projects and do not need the new capabilities provided in this template, you can continue to use the existing integration without making any changes.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Use this template to prepare the comma separated values (.CSV) files that you can use to upload projects, tasks, resources and related information to the open interface tables. The Import Projects process validates and processes the data in the open interface tables and all exceptions are printed in the process output report.

Use the Options sheet to first select the features you want to implement for your project before you enter data in this spreadsheet and generate the CSV file. Only the columns and sheets that are relevant to the features you want to implement are then available on the spreadsheet.

IMPORTANT NOTE: The comma separated values (.CSV) files generated from this template will have different column order than the column order in this template. Do not change the column order in .CSV file and if you generate the .CSV files directly from your source system, follow the order specified in the control file. You must enter a value for the first column on a sheet. Any row without a value in the first column is ignored during processing.

Consider the following when you prepare the project data:

Consider the following when you prepare the task data:

Consider the following when you prepare the team members data:

Consider the following when you prepare the Project Expense Resources data:

Consider the following when you prepare the Task Resource assignment data for the Project Plan:

Consider the following when you prepare the Task Dependencies data for the project plan:

Consider the following when you prepare the Team Member Progress data for the Tasks in the Project Plan:

Consider the following when you prepare the Project Codes data:

Consider the following when you prepare the Task Codes data:

Key Resources

Role Information

This feature is enabled by default for the following roles:

Project Resource Management

Manage Workflow Approval and Notification for Resource Extensions and Cancellations

Project managers request resource assignment date extensions from Manage Project Resources. Approval workflow is sent to the staffing owner. Project managers cancel resource assignments from the Manage Project Resources page which initiates an informational workflow notification to the staffing owner.

As a project progresses, project managers must maintain resource assignments to accurately reflect their resourcing needs. When a project manager requests an extension for a resource assignment, the staffing owner receives a workflow notification to request approval for the change. This speeds up the approval cycle as the staffing owner is immediately notified and prompted to approve or reject the change.

When a project manager cancels an assignment from the Manage Project Resources page, the staffing owner receives a workflow notification that provides information about the cancellation. This informational workflow keeps the staffing owner up to date on changes to project assignments that impact resources.

Request Assignment Extension

Steps to Enable

The Project Application Administrator must first enable notification workflow.

  1. Navigate to the Setup and Maintenance work area.
  2. Search for the Manage Project Resource Management Implementation Options setup task.
  3. Click the task name link.
  4. Select the check box next to Notify workflow participants when a resource is proposed or an assignment is adjusted. 
  5. Save and close the page.

Role Information

This feature is enabled by default for the following roles:

Update 17C

Revision History

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

Date Feature Notes
28 SEP 2019 Extended Access to View Project Plans Updated document. Revised feature information.
01 SEP 2017   Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

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Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.


Customer Action Required = You MUST take action before these features can be used. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Feature Delivered Enabled)

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

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

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

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Customer Action Required

Optional Uptake of New Features (Opt In)

Project Control

Refresh Actual Amounts and Update Forecast Version

Assign Planning Resources to Financial Project Plan Using File-Based Data Import

Project Costing

Dynamically Insert Code Combinations While Creating Project Cost Transactions using Desktop Integration

Enhancements When Reviewing Project Cost Transaction Exceptions

Automatically Derive Depreciation Expense Account for Assets

Project Billing

Net Credits

Administrative Fee Billing

Invoice by Original Expenditure Type

Control Billing Event Adjustments

Bill Rate Overrides by Expenditure Item

Bill Pre-Award Transactions

Project Performance Reporting

Notify Project Managers Automatically After KPI Generation

View and Resolve File-Based Data Import Errors in the Excel Template

Project Management

Manage Project Requirements and Backlog Items Using a Representational State Transfer (REST) Service

Import and Export Task Number When Integrating Project Management with Microsoft Project

Analyze Task Reports Quickly Using the Order of Project Tasks

Analyze Projects and Resources with Organization-Based Dimensions in Oracle Transaction Business Intelligence

Compare and Analyze Multiple Work Plan Baselines Using Oracle Transactional Business Intelligence

Task Management

Extended Access to View Project Plans

Project Resource Management

Adjust Assignment Schedules for Reserved Resources

Maintain Resource Schedule Events

Expanded Maintenance Conditions for Creating Resources From HCM

Review Project Enterprise Labor Resources Output Report

Improved Resource Management Usability

Optional Uptake of New Features (Opt In)

We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways:  by using the New Features work area, or by using the Setup and Maintenance work area.

To opt in using the New Features work area:

  1. Click the Navigator, and then click New Features (under the My Enterprise heading).
  2. On the New Features page, select the offering that includes new features you’d like to review.
  3. Click Opt In for any feature that you want to opt in to.
  4. On the Edit Features page, select the Enable option for the feature, and then click Done.

To opt in using the Setup and Maintenance work area:

  1. Click the Navigator, and then click Setup and Maintenance.
  2. On the Setup page, select your offering, and then click Change Feature Opt In.
  3. On the Opt In page, click the Edit Features icon.
  4. On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close. 
  5. Click Done.

Project Control

Refresh Actual Amounts and Update Forecast Version

When a project forecast version is approved a new working version of the forecast is also created. This new version is a copy of the baseline version and both planned values and actual costs. Actual costs that are incurred after the working version is created are not automatically reflected in the forecast.

This new feature provides a more intuitive solution to customers wanting to keep their forecast up-to-date. Through an interactive icon, project managers will know when new actual amounts are available and can generate forecast versions by clicking on the icon.

The new icon appears on the Manage Project Forecast Versions page for the project, when the summarization date of the actual amounts is later than the previous forecast version update date. A tooltip appears on the icon indicating that new project actual amounts are available for the project. You can use these new values for forecast calculation.

Manage Project Forecast

Click the icon and accept the confirmation message to open the Manage Version Details page. The application automatically sets the field Forecast Creation Method as Generate from another source.

Click Save and Next to update the forecast, ETC, EAC, and actual amounts.

Manage Version Details - Forecast Creation Method

You can update the forecast versions without updating the actual amounts. Click on the selected forecast from the Manage Project Forecasts page to open the Edit Forecast page.

Edit Forecast

Click the new icon on the Edit Forecast page to open the Manage Version Details page. The application automatically sets the field Forecast Creation Method as Generate from another source. If required, you can update the actual amounts, EAC, and ETC values.

Steps to Enable

This feature is enabled by default.

Tips And Considerations

Role Information

Assign Planning Resources to Financial Project Plan Using File-Based Data Import

Assign resources to tasks on the Financial Project Plan using a file-based data import. For example, you can use this approach during the initial data migration or when integrating with an external application. After import, you can view and manage resource assignments for tasks in the Financial Project Plan.

Using the Financial Project Plan file-based data import you can effectively and quickly create resource assignments in the financial project plan. The following screen capture illustrates the File-Based Data Import feature.

Preparing the XLSM Template to Create Resource Assignments for Financial Project Plan

Steps to Enable

This feature is enabled by default.

Tips And Considerations

Role Information

Project Costing

Dynamically Insert Code Combinations While Creating Project Cost Transactions using Desktop Integration

Account Code combinations will now be dynamically inserted while uploading project cost transactions.

When importing project cost transactions through a spreadsheet, if the raw cost, burdened cost and/or burden account code combinations do not exist, then they will be dynamically inserted into the code combination table.

Capture Costs - Third Party Labor

Steps to Enable

Make sure that Dynamic Insertion is enabled for the Chart of Accounts.

Tips And Considerations

The application validates the segment values before creating the account code combination. 

Enhancements When Reviewing Project Cost Transaction Exceptions

The error messages on the Manage Project Costs and Manage Unprocessed Costs pages are now available on demand. This will improve search performance.

When there are errors, the Errors Exist column will contain a red “X” corresponding to a specific Transaction Number.  You simply select the desired transaction “X”, and the error message will open upon demand.

Manage Unprocessed Costs - Errors Exist

This feature is identical when viewing error on the Manage Project Costs page.

Manage Project Costs

Steps to Enable

No additional steps are required to enable this feature.

Automatically Derive Depreciation Expense Account for Assets

You can now generate the depreciation expense account for Construction In Progress assets through the use of Transaction Account Builder.

You can now default the Depreciation Expense account when creating capital projects using attributes such as the Project Owning Organization and Asset Category.

Using this new feature, you can minimize reconciliation issues and avoid any errors that occur while selecting the depreciation expense account manually, which will lead to eventual incorrect asset lines generation.

Manage Capital Projects

Steps to Enable

Follow these steps to enable this feature:

  1. Identify or create the Account Rules as needed.
  2. Create a new Transaction Accounting Definition.  Duplicate the delivered "PPM Default Account Generation Definition".
  3. Attach the desired Account Rules to the Transaction Account Definition.
  4. Save and Activate the Transaction Account Definition.
  5. Update the Subledger Accounting Options for Projects with the new Transaction Account Definition.

Tips And Considerations

If this feature is not enabled, the Depreciation Expense Account will still need to be manually populated.

Project Billing

Net Credits

You can choose to create net credit memos, in addition to net invoices. You can combine the credit to reverse the original transaction with the charge to record the revised amount for that transaction onto a single credit memo that references the original invoice number.

Previously, with net invoicing turned off at the contract header level, you could create a separate credit memo to reverse the original transaction and a separate invoice with the charge to record the revised amount for that transaction. With net invoicing turned on at the contract header level, you could create a separate invoice containing the reversal of the original transaction, the charge to record the revised amount for that transaction, and other charges for other transactions.

Now, with net invoicing turned on at the contract header level and the new Net Credit Invoicing profile value set to Yes at the site level to specify that net credit invoicing is enabled, you can create a credit memo containing the reversal of the original transaction and the charge to record the revised amount for that transaction. This credit memo references the original invoice number and is transferred to receivables as a credit memo. Other charges for other transactions are invoiced on separate invoices and transferred to receivables as standard invoices.

The following screen capture illustrates the feature and its benefits.

Manage Administrator Profile Values

Steps to Enable

You enable this feature by turning on a new net credit invoicing profile option at the site level. Access to profile options is granted to the Project Application Administrator.

Tips And Considerations

The new net credit profile option is only available at the site level. You use it and the existing net invoicing option at the contract header level in combination to determine how adjustments are invoiced.

Key Resources

Role Information

Administrative Fee Billing

You can automatically generate billing events for administrative fees based on a percentage you enter on the bill plan or revenue plan.

You can now assign one of four new billing extensions to invoice or revenue methods to automatically generate billing events for invoice or revenue. The four new billing extensions, intended specifically for administrative fees, are:

  1. Percent ITD Invoice Fee.
  2. Percent ITD Revenue Fee.
  3. Percent Current Invoice Fee.
  4. Percent Current Revenue Fee.

When you create a bill or revenue plan with an invoice or revenue method having one of the new billing extensions assigned, that billing extension is automatically assigned to the bill or revenue plan. You just need to specify the percentage and the calculation level on the bill or revenue plan. Much like percent complete and percent spent, the Generate Invoice or Generate Revenue process then creates a billing event for each bill or revenue plan with one of the new billing extensions assigned. Each such billing event contains the event type you specified on the applicable new billing extension.

The inception-to-date (ITD) billing extensions calculate the billing event amount on the total of the invoiced amount on an inception-to-date basis minus the total of all previously created billing events with the event type specified on the billing extension. The current billing extensions calculate the billing event amount on the total of the invoiced amount in the current run of the generate invoice process.

The following screen captures illustrate the feature and its benefits.

Edit Billing Extension

Edit Invoice Method

Create Bill Plan

Steps to Enable

This feature is enabled by default.

Tips And Considerations

Billing extensions are only called during the regular processing cycle, not the adjustment processing cycle, of the generate invoice and generate revenue processes. So you may need to enter a manual billing event to fix administrative fee billing, when only adjustments, of any type, but no regular transactions are being processed for a bill plan or revenue plan assigned to a current billing extension. For instance, if the only transaction being invoiced for a specific bill plan is a credit memo for an expenditure item put on invoice hold, and that bill plan is assigned to a current invoice administrative fee billing extension, the billing extension won't get called.

An alternate solution is to assign an inception-to-date billing extension to the bill plan, so the next time invoicing is generated and there are regular transactions to invoice for the bill plan, the billing extension will calculate the amount of administrative fees on the current invoice to total the correct amount on an inception-to-date basis.

Role Information

Invoice by Original Expenditure Type

You can optionally generate intercompany and interproject invoice lines with expenditure type values from the original expenditure items.

Similar to external invoices, when an intercompany or interproject invoice is generated, the transactions are grouped onto invoice lines using the details of the invoice formats specified on the bill plans assigned to the contract lines. Previously, even though expenditure type was an attribute that could be used to group transactions onto invoice lines, it would always be populated from the expenditure type specified on the corresponding intercompany or interproject contract line. Now on the intercompany or interproject contract line, you can choose the source of the expenditure type on the intercompany or interproject invoice line to be the original transaction or the contract line.

When the intercompany or interproject invoice lines are transferred to payables, the expenditure type values from the original expenditure items can be used to derive the accounting for the debit to intercompany or interproject expense.

The following screen capture illustrates the feature and its benefits.

Edit Contract - Internal Billing

Steps to Enable

This feature is enabled by default.

Role Information

Control Billing Event Adjustments

You can identify billing events as migration and nonadjustable. Nonadjustable billing events are prevented from being updated online, in web services or in File-based Data Import (FBDI), if they have been processed at all for invoice or revenue.

Previously for billing events other than accruals or reversals of accruals, you could adjust the event description or event amount, even if the billing event was already invoiced or recognized for revenue.

Now, you can specify event types as migration and nonadjustable. You can use such event types to migrate invoice and/or revenue contract line history from your legacy application to the Oracle PPM Cloud as unprocessed billing events. While these billing events remain unprocessed, you can make changes to any attribute, as needed. For invoiced or revenue recognized nonadjustable billing events, you won’t be allowed to update any of the billing event attributes including event description or event amount online, using web services, or using file-based data import. You can thus maintain integrity of the invoice and revenue history between the legacy application and the Oracle PPM Cloud.

The following screen captures illustrate the feature and its benefits.

Manage Event Types

Edit Migration Event

Steps to Enable

This feature is enabled by default.

Tips And Considerations

The new migration and nonadjustable indicators on the event type are turned off by default. Thus, all previously existing event types will be considered nonmigration and adjustable. All new event types will also be nonmigration and adjustable, unless you specify them otherwise.

Role Information

Bill Rate Overrides by Expenditure Item

You can bill labor and nonlabor transactions based on a bill rate provided on the expenditure item, when using rate-based invoice methods. You can generate revenue for labor and nonlabor transactions based on a bill rate provided on the expenditure item, when using rate-based revenue methods.

You can call a new REST service to update new bill rate override attributes on one or more unbilled and unrecognized expenditure items. These new attributes include separate external and intercompany bill rates and currency, as well as source name and source reference to cross reference the bill rate overrides to the third-party source application. When you run the Generate Invoice or Generate Revenue process, any bill rate overrides on expenditure items eligible for invoicing or revenue recognition will take precedence over all other existing sources that derive bill rates.

The following screen capture illustrates the feature and its benefits.

Expenditure Items REST Endpoints

Steps to Enable

A new function privilege (PJC_MANAGE_PROJECT_EXPENDITURE_ITEMS_SERVICE) is added.

Tips And Considerations

A new function privilege (PJC_MANAGE_PROJECT_EXPENDITURE_ITEMS_SERVICE) is added.A new function privilege (PJC_MANAGE_PROJECT_EXPENDITURE_ITEMS_SERVICE) is added.

Updating expenditure items with bill rate overrides using the REST service is supported, but importing costs with bill rate overrides is not supported. The REST service does not support bill rate markups, discounts, labor multipliers, job assignments, burden multipliers, or transfer pricing data.

Bill Pre-Award Transactions

Invoice and recognize revenue for cost transactions whose transaction date is between the award's pre-award date and award end date.

Previously, expenditure items with transaction dates prior to the award contract line start date and contract start date were considered ineligible for invoicing and revenue recognition. Now, when you create an award with a pre-award date, expenditure items with transaction dates on or after the pre-award date but before the contract line start date and contract start date are eligible for invoicing and revenue recognition, without any further action on your part. Of course, expenditure items with transaction dates between the contract start date and contract end date continue to also be eligible for invoicing and revenue recognition.

The following screen capture illustrates the feature and its benefits.

Steps to Enable

This feature is enabled by default.

Tips And Considerations

If you do not specify a pre-award date on the award, only transactions with transaction dates on or after the contract line start date and contract start date are eligible for invoicing and revenue recognition. If you do specify a pre-award date on the award, invoices containing transactions with transaction dates prior to the contract line start date and contract start date must have an invoice date on or after the contract start date.

Project Performance Reporting

Notify Project Managers Automatically After KPI Generation

You can now send notification reports to project managers easily when you generate key performance indicator (KPI) values. Select the option to generate KPI notification reports only once and automatically notify project managers every time KPI values are generated. You can also include notes in these notification reports. By leveraging this one-time setup, you no longer need to enable notifications while submitting the Generate KPI Values scheduled process every time.

Notify project manager option on the Manage Financial Project Settings page

Notify Project Manager Option on the Manage Financial Project Settings Page

Steps to Enable

The project application administrator must perform the following steps to enable this feature.

  1. Navigate to the Manage Financial Project Settings page.
  2. Select the Reporting tab and scroll down to the KPI Notifications section.
  3. Click Edit.
  4. On the Edit KPI Notifications window, enable the Notify project manager option to notify project managers every time KPI values are generated.
  5. Enable the Include notes in KPI notification report option to add notes in the notifications.
  6. Click Save and Close.

Key Resources

Role Information

View and Resolve File-Based Data Import Errors in the Excel Template

You can now view and resolve the errors encountered while importing objects using the file-based data import feature in the same XLSM template that you upload. This enhanced error reporting is supported for the following file-based data import features:

Using this feature, you can easily identify the records that are not imported successfully, view the error reason and resolution, correct the data and resubmit the same template. This feature reduces the time taken to identify the records that were not successfully imported. Further, after you update the records correctly, you don't need to manually copy the updated records to the template.

Excel output that includes error reasons and resolutions

Excel Output That Includes Error Reasons and Resolutions

Error Message column in the Excel output

Error Message Column in the Excel Output

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

  1. The errors are reported in an Excel output that's generated by the scheduled process. This Excel output is in addition to the existing output report for the scheduled process. For example, you can view rejected project and task transaction control records in the Project and Task Transaction Controls Rejections output file.
  2. You can view the error, error reason, and resolution in the Error Message column in the Excel output. This column appears as the first column in the output. For successfully processed records, the value of this column is blank.

Key Resources

Project Management

Manage Project Requirements and Backlog Items Using a Representational State Transfer (REST) Service

Create and maintain project requirements and backlog items from third-party applications using a Representational State Transfer (REST) service. Enables product owners and project administrators to transfer or manage requirements and backlog items from external systems.

Following are the tasks you can perform on Requirements resource and its child resources – Backlog Items, Acceptance Criteria and the Child Requirement:

For Requirement resource:

For Backlog Item resource:

For Acceptance Criteria resource:

For a Child Requirement resource:

The following tables illustrate the REST service request payload to create a requirement and the generated response.

Request payload to create a requirement:

Receive the response for the request payload:

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Assign the Manage Project Requirements privilege to the job role to use this feature.

Key Resources

Role Information

Import and Export Task Number When Integrating Project Management with Microsoft Project

Transfer the task number attribute during import and export of a project using integration of Oracle Project Management Cloud with Microsoft Project.

Before exporting a project from Microsoft Project to Oracle Project Management Cloud, you can use the WBS column in Microsoft Project to provide task numbers. You can either enter alphanumeric characters or use the auto-generated WBS value. Similarly, you will be able to view the task number when your project is imported from Oracle Project Management Cloud into Microsoft Project.

Column in Microsoft Project to be Used to Transfer Task Number. Example Using the Default Auto-Generated WBS Value

Steps to Enable

This feature is enabled by default in the Project Management work area for the Project Manager role, but each project manager needs to install latest integration client:

  1. Uninstall the integration client previously installed in Microsoft Project.
  2. Navigate to the Project Management work area.
  3. From the tasks panel, select Administer: Install Microsoft Project Integration, to download and install the Microsoft Project 2010, 2013, and 2016 integration client.
  4. In the project that has to be exported, enter the task number in the WBS column or use the auto-generated value in Microsoft Project.

Tips And Considerations

The column in Microsoft Project to transfer data is "WBS" and will be available only in the integration with Microsoft Project 2010, 2013 and 2016. The column header in Microsoft Project will be renamed to "Task Number" after executing the "Import New Project" action, but still available as WBS as well.

Key Resources

Role Information

Analyze Task Reports Quickly Using the Order of Project Tasks

Project managers can report on tasks sorted by the project plan sort order in Oracle Transactional Business Intelligence. You can also view the sample reports that are based on task name or task number sorted by the project plan sort order.

This enhancement offers consistency between reporting using Oracle Transactional Business Intelligence and the project plan, as viewed in the Gantt chart.

The following screen captures illustrate task sort order on the Manage Project Plan page and in a report.

Tasks Sequence in the Manage Project Plan Page

Tasks Sequence in the Oracle Transactional Business Intelligence

Steps to Enable

This feature is enabled by default.

Tips And Considerations

Role Information

Analyze Projects and Resources with Organization-Based Dimensions in Oracle Transaction Business Intelligence

Use the project-owning organization and business unit the project belongs to in the Project and Resource Management real-time subject areas in Oracle Transactional Business Intelligence to view both project execution and financial data in a single report. The task organization is now added as an attribute in the task dimension, while the project unit is an attribute in the project dimension.

This new feature allows you to arrange your reports in the same fashion that you do for your project financial reports, giving you a consistent appearance for your reports. Additionally, you are able to view both your execution and financial data together in one report by using these organization dimensions. Note that these organization values only exist for financially-enabled projects.

Task Organization is Added in the Task Folder.  Project Business Unit and Project Organization Folders are Added Under the Organizations Folder.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Compare and Analyze Multiple Work Plan Baselines Using Oracle Transactional Business Intelligence

Project managers can compare multiple work plan baselines and analyze baseline data such as baseline effort, cost, and schedule across multiple work plan baseline versions using the Baseline Versions Real-Time subject area in Oracle Fusion Transactional Business Intelligence. Leverage the measures to view the effort, cost, and schedule variances with respect to each baseline in your project plan.

This feature enables project managers to analyze incremental project performance, improves the predictability of on time project completion and better estimation of similar projects.

The following screen capture illustrates reporting on multiple project plan baselines.

Compare Schedule Across Multiple Baseline Versions

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

In order to compare the non-primary baseline versions with the current plan, you can add the planning attributes and measures from the Project Management - Planning Real Time subject area.

Key Resources

Role Information

Task Management

Extended Access to View Project Plans

Provides a view-only mode of the project plan with project managers deciding whether access is more widely available or restricted to only the project team. Access to the view-only project plan is through Oracle Task Management Cloud.

As a project resource assigned to work on a task, you can quickly access the project plan from your task on the Manage Tasks page. Alternatively, you can navigate to the View Projects page to search for projects; this applies for projects you are assigned to and projects made public by the project manager.

The view-only project plan includes information about planned, current, and actual dates, date constraints, dependencies, labor resources, and active baseline dates. Current dates and active baseline dates can also be viewed in the Gantt diagram.

View-Only Project Plan

Steps to Enable

As a Project Manager you can choose to allow all users view-only access to a specific project:

  1. Navigate to the Project Management work area.
  2. From Task panel, select Open Project to Search for the project you need to configure the view-only project plan access.
  3. Open the Edit Project Details page for the project by selecting the first row in the project plan which has the name of the project.
  4. Change the View-Only Project Plan Access to All users.
  5. Save and Close.

Editing Project Details

Tips And Considerations

As a project resource who is assigned to work on a task :

  1. Navigate to My Work work area
  2. From Manage Tasks search for any task. 
  3. Click on the project name under the project task name to navigate to the view-only project plan.

Accessing Project Plan From Manage Tasks

You can also navigate to the View Projects page to search for projects that the project manager has made public or projects on which your are assigned. This capability is mostly relevant when you are not assigned to any tasks:

  1. Navigate to My Work work area
  2. From  the Tasks panel, choose View Projects action
  3. Search for the project that fits your search criteria
  4. Click on the project name to navigate to the view-only project plan.

Accessing Project Plan From View Projects Page

Key Resources

Role Information

Project Resource Management

Adjust Assignment Schedules for Reserved Resources

During the project planning process, resources can be reserved to fulfill roles on the project. Often, project scope and schedules change during this planning phase. Assignment schedules for those reserved resources often require adjustments to meet the changing needs of the project. Resource managers adjust the assignment schedule for single or multiple reserved resource assignments with no further action required by the project manager. Alternately, resource managers can adjust the schedule for a resource that is reserved and submit for approval by the project manager.

Project resource assignments for reserved resources may go through many refinements to the assignment schedule. Allowing adjustments to the reserved assignment provides better flexibility in the project planning process and greater accuracy in resource available capacity and projected utilization. Reserved assignment schedule adjustments are immediately reflected on the project, which enables the project manager to manage the project resources using the most accurate assignment information which reflects the current reality of the project.

Adjust Reserved Assignment Schedule

Steps to Enable

This feature is enabled by default.

Tips And Considerations

Key Resources

Role Information

Maintain Resource Schedule Events

You can easily manage schedule events for your resources. Usually a group of resources attend events like trainings and conferences. Allowing resource managers the flexibility to manage resources' schedule events helps streamline managing the resources' calendars.

Resource managers can manage their resources' events and don't need resources to enter the events on their calendars. For example, if a group of resources are attending a training, then the resource manager can easily create the event for the group of resources. If a resource is not available to create or update his or her schedule event, then the resource manager can perform this action.

Create Event for Multiple Resources

Steps to Enable

This feature is enabled by default.

Tips And Considerations

Key Resources

Role Information

Expanded Maintenance Conditions for Creating Resources From HCM

Facilitate and further automate the creation of project enterprise resources as you hire and promote people in Cloud HCM. The selection criteria on the creation conditions has increased to enable you to identify new resources by business unit or assignment organization in addition to job. You can also specify the resource pool membership for the newly created managed resources.

The great value is to give you increased specificity in choosing which resources from Cloud HCM to create as project enterprise resources and to provide new resources with membership in a specific resource pool. The enhancements of conditions have granularity to include business unit, organization and job as selection criteria.

Expanded Conditions

Steps to Enable

This feature is enabled by default for the Project Application Administrator. The Project Application Administrator will need to edit existing conditions or create new conditions for the process in order to take advantage up this expanded feature.

  1. Navigate to Setup and maintenance page
  2. Select Setup: Project Execution Management
  3. Choose Functional Area Project Resource Management     
  4. Select the Task: Manage Project Enterprise Labor Resource Maintenance Conditions
  5. Click Create Conditions
  6. In the Create Conditions page there are values you can fill information in for the process
    1. Name
    2. Process Order
    3. Description
    4. HCM Person Selection Criteria
      1. Person Type
      2. Business Unit
      3. Organization
      4. Jobs
    5. Value to Assign to Resources
      1. Manage Resource Availability and Staffing
      2. Resource Pool Name
      3. Calendar
      4. Primary Project Role
      5. Cost Rate
      6. Bill Rate
  7. Save and Close

Tips And Considerations

Key Resources

Role Information

Review Project Enterprise Labor Resources Output Report

Use the Maintain Project Enterprise Labor Resources Output Report to review and take action on any exceptions that occurred while running the Maintain Project Enterprise Labor Resources process. If the process runs successfully, you can track how many resources were created.

There is great value in this output report. When the process is unable to create a resource from an HCM person, the process completes with a status of Warning and the report displays issues in the Resource Creation Exceptions Table. The output report also displays successful resource updates, such as name or email changes.

Maintain Project Enterprise Labor Resources Output Report

Details of the Output Report

Steps to Enable

This feature is enabled by default for the Project Application Administrator. To run the process:

  1. Navigate to Scheduled Process.
  2. Schedule a New Scheduled Process.
  3. Select Maintain Project Enterprise Labor Resource.
  4. Select Process Details  Create Resources, Update Resources, and or Remove  Resource Availability.
  5. Create Parameters of what resources from Cloud HCM will be created as project enterprise resources.
  6. Open Details to view the report and the view the status of the process. 

Tips And Considerations

This feature is enabled by default for the Project Application Administrator. To run the process:

  1. Navigate to Scheduled Process.
  2. Schedule a New Scheduled Process.
  3. Select Maintain Project Enterprise Labor Resource.
  4. Select Process Details  Create Resources, Update Resources, and or Remove  Resource Availability.
  5. Create Parameters of what resources from Cloud HCM will be created as project enterprise resources.
  6. Open Details to view the report and the view the status of the process. ?????

An alternative way to update, modify, run, and view the Scheduled Report is to navigate to the Setup and Maintenance page and select the Manage Project Enterprise Labor Resource Maintenance Conditions task. From the Manage Project Enterprise Labor Resource Maintenance Conditions page, you can select the report from the Last Process Details.

The report has a set of statuses to show the outcome of the process:

Key Resources

Role Information

Improved Resource Management Usability

Resource managers and project managers keep current on the progress of resource requests in the process of being fulfilled. They can review quantity assigned and remaining. When creating requests for specific resources, the current pool owner for that resource will default as the staffing owner on the request. Project managers using workflow to review a proposed resource for a request enter rejection comments to communicate to the resource manager why a proposed resource is rejected for the assignment.

Resource managers and project managers can benefit from additional features in Oracle Fusion Project Resource Management to improve their efficiency. For example, as project resource requests for multiple resources proceed through fulfillment, resource managers and project managers can stay current on the number of resources that have already been assigned for the request and how many remain to be fulfilled.

When a project manager creates a request for a specific resource, if no staffing owner is assigned to the project, then the requested resource's pool owner will default as the staffing owner on the request. This ensures that the resource manager that owns this resource will receive timely notification for the request for the resource.

While reviewing a proposed resource for a project resource request in workflow, if the project manager determines that the resource is not a good fit, the project manager can provide a rejection reason in workflow that will be sent to the staffing owner for the request. This provides further communication and will assist the staffing owner in determining a different resource to propose.

Review Quantity Proposed, Assigned, and Remaining on a Request

Steps to Enable

This feature is enabled by default.

Tips And Considerations

When rejecting a proposed resource through workflow, enter a rejection reason. This is valuable information and is provided in the workflow notification to the staffing owner.

Key Resources

Role Information

Update 17B

Revision History

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

Date Feature Notes
26 JAN 2018 Define Gates to Manage the Project Lifecycle Updated document. Revised tips and considerations.
21 APR 2017   Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.


Customer Action Required = You MUST take action before these features can be used. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Feature Delivered Enabled)

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

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

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

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Customer Action Required

Optional Uptake of New Features (Opt In)

Project Foundation

Simplified Financial Project Creation

Enhance Project, Budget, Forecast, and Invoice Approval Workflows

Quickly Find and Select Key Values Using Autocomplete

Project Control

Convert Planning Amounts from Rate Schedule Currency to Planning Currency

Enhanced Project Budget Web Service

Usability Enhancements to Financial Project Plan

View Project Forecasts in External Applications Using Project Forecast Web Service

Enhanced User Interface for Managing Project Budgets

Project Costing

Streamline Subledger Accounting Setup for Project Costing

Usability Enhancements to Project Asset Capitalization

Project Billing

Automatically Submit Project Contract Invoices for Approval

Create and Update Internal Contract Lines Using a Web Service

Delete Unwanted Credit Invoices

Export Invoices with Original Application Customer References

Improved Accuracy of Transaction Splitting

Prevent Revenue Recognition When Customer on Credit Hold

Warn Users When Adjusting Previously Processed Billing Events

Improved Internal Invoice Accounting

Correct Transfer Rejected Invoices

Streamline Invoice Accounting

Grants Management

Fund Projects from Multiple Awards

Project Management

Ability to Use Custom Project Manager Roles in Project Execution

Capture Actual Dates Separately from the Planned Dates

Capture Actual Hours and Remaining Hours Separately from Planned Hours

Capture and View Additional Extensible Attributes for Projects

Capture and View Additional Extensible Attributes for Tasks

Define Gates to Manage the Project Lifecycle

Leverage a Single Set of Project Roles Across Your Entire Organization

Manage Approvals for Opening a Gate

Track Project Progress Efficiently with a Baseline

Task Management

Manage All My Tasks Using the New Mobile Task Management

Project Resource Management

Assign Multiple Resources to Projects with a Single Action

Create, Maintain, and Fulfill Requests for Multiple Resources

Empower Project Managers to Search for and Confirm Resources

Enhanced Resource Management Workflow and Notifications

Review and Maintain Multiple Resource Schedules

Optional Uptake of New Features (Opt In)

We continue to add many new features to Oracle Cloud Applications and we now give you the option to take advantage of new functionality at a pace that suits you. The ‘New Features UI’ is available to you from your cloud homepage, where you can make your choices and do any configuration necessary.

Project Foundation

Project Foundation includes common components that are shared across products within Oracle Project Portfolio Management Cloud. It includes the basic project plan structure and components such as resource breakdown structures, rate schedules, pricing, burdening, and cross-charge processing, as well as delivered integration to Microsoft Project.

Simplified Financial Project Creation

Create new projects and copy existing projects with the new simplified project creation user interface which reduces navigation, searching, and data entry. 

This feature reduces data entry, allows you to search the source template/project from within the create project user interface, and enables you to experience efficiency in terms of faster loading of pages and minimal navigation. 

Create a Project Using the Simplified User Interface

Steps to Enable

For upgrade customers, this feature will need to be opted-in using the opt-in feature option 'Simplified Financial Project Creation'. When you opt-in, the feature will be enabled for the Project Administrator.

For new customers, this feature will be enabled by default for the Project Administrator.

Tips And Considerations

Key Resources

Role Information

Enhance Project, Budget, Forecast, and Invoice Approval Workflows

Leverage enhanced project approval, budget and forecast approval, and contract invoice approval workflows to notify project team members with any project role. You can also use additional project header level attributes and descriptive flexfields to customize or create workflow business rules to effectively handle the errors during the workflow lifecycle. Further, you can effectively withdraw the workflow notifications when required. You can set up multi-level approval workflows using the additional participants added to the human tasks.

Before this enhancement, you could route the project status change and budget/ forecast approval workflow notifications only to the project manager role. Similarly, you could route the invoice approval workflow notification only to the contract administrator and/ or project manager roles. Other project roles were not supported in these workflows. After this enhancement, all project roles will be supported in these three workflows, which together with the additional participants added to the human tasks, will serve complex workflow requirements such as multi-level approval involving project stakeholders from across the disciplines. Also, you will be able to customize the workflow rules based on the newly added attributes, including but not limited to the descriptive flexfields. Further, the improved error handling capabilities will prevent the workflows from getting stuck in limbo and will enable you to withdraw the workflow tasks at any point of time.

Enhanced Payload of the Project Status Change Approval Task

Additional Participants Seeded in the Project Status Change Approval Task

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Prompt to Synchronize the Payload with Latest Deployed Descriptive Flexfields

Key Resources

Role Information

Quickly Find and Select Key Values Using Autocomplete

Efficiently find and select values from the automatically suggested list of values in the Project Financial Management application.

This feature not only reduces the number of clicks to search and select a value but also suggests all the values matching the characters entered by the user.

Using Auto Complete to Search for Project Template

Steps to Enable

This feature is enabled by default.

Tips And Considerations

Project Control

Project Control provides full-function project planning, progress management, budgeting and forecasting.

Convert Planning Amounts from Rate Schedule Currency to Planning Currency

Use a separate set of currency conversion attributes on the project and financial plan types. Project application administrators can then specify these attributes when they convert planning, budget, and forecast amounts from the rate schedule currency to the transaction currency.

The application uses the Rate Type for Planning Currency option from the Currency Settings that are defined in the project plan type or financial plan type, instead of using the rate types from the the project financial settings as in previous releases.

New Rate Type for Planning Currency in the Planning Options: Currency Settings Tab

Steps to Enable

This feature is enabled by default for the Project Manager and Project Administrator, but the Project Application Administrator must first set up the project control configuration.

Tips And Considerations

If the check box 'Use same conversion attributes for all currency conversions' is selected, the same currency conversion attributes are used for project, ledger, and planning currencies.

Key Resources

Role Information

Enhanced Project Budget Web Service

Create and assign resources to a project budget when you create budgets using the Project Budget web service.

Using the Project Budget web service you can now perform multiple operations in a single flow. For example, you can add new resources to project-specific planning resource breakdown resource structure. Additionally, you can also create budgetary controls enabled project or award budgets to create and integrate control budgets in Oracle Fusion Budgetary Control.

Steps to Enable

This feature is enabled by default.

Tips And Considerations

Key Resources

Role Information

Usability Enhancements to Financial Project Plan

Maintain financial project plans efficiently by managing and assigning resources easily on financial project plans. You can also navigate between tasks while reviewing financial task details.

Assign or Manage Resources by clicking the icon in the Resources column in Tasks tab in the Manage Financial Project Plan page.

Resources - Manage Financial Project Plan

The Assign Resources window has the Assign check box selected by default and quantity defaulted to zero for selected resources, you can remove resource assignments by deselecting the Assign check box. Similarly, you can edit default quantity for already assigned resources in the Assign Resources window.

Assign Planning Resources

Use the Previous or Next icon or select a record in choice list of record navigator in the Task Details window allows to to view the task details for a selected task move to previous or next task without leaving the window.

Edit Task Details

Steps to Enable

This feature is enabled by default.

Tips And Considerations

Role Information

View Project Forecasts in External Applications Using Project Forecast Web Service

View project forecast details at either the forecast version, forecast line, or the periodic details level from an external application by using the Project Forecast SOAP web service.

Use the Project Forecast web service to create project forecasts quickly and efficiently from an external application. Using this web service you can create forecasts in Working or Approved status by defining amounts at the periodic level for each plan line in the forecast, or by directly defining amounts at the plan line level. Additionally use the Project Forecast web service to read project forecasts.

Steps to Enable

This feature is enabled by default.

Key Resources

Role Information

Enhanced User Interface for Managing Project Budgets

Leverage the enhanced user interface to manage project budgets effectively. You can assign resources to budget lines using the simplified user interface and streamline budget data entry by creating and saving custom layouts including the option to budget periodically. You can also utilize embedded analytics to review the variance between total cost, actual revenue, and budgeted amounts.

The Manage Budget Versions page displays a different set of scorecards depending on the financial plan types used to create budget versions.

Manage Multiple Budget Versions in a Single Place Using the New Manage Budget Versions Page

You can assign multiple resources for selected tasks and create budget lines. For a multi-currency enabled project, you can select the planning currency from the available choices for each resource.

Manage Assignments for Selected Tasks

You can create and save personalized layouts to display required columns for reviewing budget lines. Additionally you can use periodic navigator to pan across the periodic information for the personalized layout.

Personalized Layout

Steps to Enable

Upgrading customers must enable the feature 'Enhanced User  Interface for Managing Project Budgets' to use this feature.  When you opt-in, the feature will be enabled for Project Manager and Project Administrator.

For new customers, this feature will be enabled by default for Project Manager and Project Administrator.

Tips And Considerations

Role Information

Project Costing

Captures commitments and costs across Cloud applications and supports third-party integration. The unique cost collection and processing needs of different sources are streamlined to provide timely insight into validated project costs.

Streamline Subledger Accounting Setup for Project Costing

Use the new account rules and journal line rules to ensure adjustments and transactions with imported accounts are accounted correctly.

For imported transactions, there are two sets of journal line rules:

  1. Transactions that should generate accounting journals using the imported accounts can utilize the pre-defined journal line rules and account rules. For example, assign the Imported Raw Cost Account account rule to the Imported Labor Raw Cost journal line rule.
  2. Transactions that should generate accounting journals using derived accounts can utilize the pre-defined journal line rules with custom account rules assigned.  For example, New Labor Raw Cost journal line rule.

For adjusted transactions, there are two sets of journal line rules:

  1. Reversing cost that should generate accounting journals using the accounting on the parent cost. Customers do not have to configure accounting rules. For example, assign the Raw Cost Adjustment account rule to the Reversed Labor Raw Cost journal line rule.
  2. Adjusted costs that should generate accounting journals using derived accounts can utilize the pre-defined journal line rules with custom account rules assigned. Adjusted costs could use the original account or if something has changed, the appropriate segment values could be derived. For example, Adjusted Labor Raw Cost journal line rule.

With the above set of journal lines, the account rules to generate the account gets simplified and as mentioned in some cases, accounting will work out-of-the-box (accounting imported costs using imported accounts).

Steps to Enable

  1. Copy the seeded Journal Entry Rule Sets and add the appropriate Chart of Accounts. For example they start with "Standard" such as Standard Labor Cost.
  2. Review the Account Rules that are assigned to each Journal Line Rule and update as needed.
  3. Assign the Journal Line Rule Sets to the Accounting Method.
  4. Activate the Accounting Method.

Tips And Considerations

Customers need to decide which Journal Line Rules need to be added to the custom Journal Line Rule Set that they create.

  1. Existing Journal Line Rules.  This will support existing customers who have already built the more complex account rules will most likely continue using their existing Rules.
  2. New Journal Line Rules. For new customers, it is expected that the creation of Journal Entry Rule Sets that include the new Journal Line Rules will be used as they take advantage of the simplified conditions that are available.

Usability Enhancements to Project Asset Capitalization

Improve the usability of capitalizing assets by allowing to search by additional attributes while adding costs to an asset, dynamically inserting depreciation expense accounts while uploading assets, and filtering table results using Query By Example.

CREATE DEPRECIATION EXPENSE ACCOUNT DYNAMICALLY WHEN IMPORTING ASSETS

When importing assets through an excel spreadsheet if the depreciation expense account combination does not exist then it will be dynamically inserted into the code combination table.

WHILE ADDING CAPITAL PROJECT COSTS YOU CAN SEARCH USING PURCHASING ATTRIBUTES

Now when manually entering costs which will be capitalized into Fixed Assets, you can search using the purchasing attributes of Inventory Item Number, Purchase Category and Purchase Order.

Select and Add Costs to Asset Lines

QUERY BY EXAMPLE

Searching through numerous Asset lines is now much easier with the assistance of the QBE tool.

Query by Example (QBE) Search Tool

Steps to Enable

This feature is enabled by default.

Tips And Considerations

For the Depreciation Expense Account to be created, the combination must be validated by the Cross Validation rules.

Project Billing

Project Billing accelerates invoice processing while reducing billing errors through a functionally rich work area offering visibility into formatted invoices with estimated taxes. Embedded analytics for contract revenue, invoice, profitability and margin give insight into potential contract and payment problems.

Automatically Submit Project Contract Invoices for Approval

Automatically submit invoices for approval immediately after they are generated thus reducing manual effort.

While defining a contract, besides allowing to create invoices in Draft or Released status, you can now decide to create invoices in Submitted status. If you choose this option, then invoices are automatically submitted and routed to approvers as soon as the invoices are created. This eliminates the manual step where the Project Billing Specialist has to review and submit the invoices for approval.

Set the Generated Invoice Status as Needed When Authoring Contracts

Steps to Enable

This feature is enabled by default when authoring contracts.

Tips And Considerations

This feature is enabled by default when authoring contracts.

Ensure that the Contract Invoice approval workflow is configured as needed.

Key Resources

Create and Update Internal Contract Lines Using a Web Service

Create and update the internal attributes for an intercompany or interproject contract line using an external web service.

You can now rapidly implement contracts for intercompany and interproject billing purposes. With this web service, you can create or update internal contract line attributes. For example, you can update details of provider business unit or receiver task using this web service.

Steps to Enable

This feature is enabled by default.

Key Resources

Role Information

Delete Unwanted Credit Invoices

Delete approved credit invoices and credit memos, if required, when you delete draft, approved, and approval rejected invoices.

You can now delete approved crediting, canceled, concession, and write-off invoices when you delete draft, approved, and approval rejected invoices. This enhanced capability allows you to recover from unintended or incorrect adjustment actions performed on invoices or transactions. This action will set the transactions back to their previous state before the cancelation, concession, or write-off was performed.

The following screen captures illustrate the feature and its benefits.

Delete Unwanted Credit Invoices

Steps to Enable

This feature is enabled by default.

Role Information

Export Invoices with Original Application Customer References

Add original application customer references in the Export Invoice Details output report while exporting invoices to an external receivables application.

In the Oracle Customer Data Management Cloud Service, you can enter reference data of each system for a shared set of customers. This eases integration of customer data between each system. Previously, when exporting invoice details, only the customer reference data from the Oracle Sales Cloud Service and Oracle Project Portfolio Management Cloud Service was included in the output report for you to use when importing the invoices into an external receivables application. Now, if you specify the original system when exporting invoice details, the output report includes customer reference data from that system as well. This allows you to directly translate the  customer reference data of the original system into the customer reference data of the external receivables application, thereby simplifying the import process.

The following screen capture illustrates the feature and its benefits.

Export Invoice Details Process Request

Steps to Enable

This feature is enabled by default.

Tips And Considerations

This feature is beneficial only when the Fusion Customer Hub is implemented.

Key Resources

Role Information

Improved Accuracy of Transaction Splitting

Calculate billing amounts more accurately when transactions are split among multiple contracts. For precise calculations, enter contribution percentages that can include up to six decimal places.

The enhancement allows you to calculate a more accurate billing amount when transactions are split among multiple contracts.

The following screen capture illustrates the feature and its benefits.

Improved Accuracy of Transaction Splitting

Steps to Enable

This feature is enabled by default for the Customer Contract Administrator and Customer Contract Manager.

Tips And Considerations

Key Resources

Role Information

Prevent Revenue Recognition When Customer on Credit Hold

A new option allows users to define collectability as not probable when a customer is on credit hold. If selected, the new option instructs the Generate Revenue process to consider the applicable contract object for that customer account or site as ineligible for revenue recognition.

The new IFRS 15 and ASC 606 revenue standards state that revenue is to be recognized when collectability is probable. Previously, a contract, contract line or revenue plan could be put on hold to indicate that collectability was not probable. Now, in addition to the hold approach, you can define collectability as not probable when a customer is on credit hold. This saves you from having to put each contract, contract line or revenue plan for that bill-to customer on hold.

The Generate Revenue process considers the following contract objects as ineligible for revenue recognition when a customer account or site is on credit hold:

Customer Account or Site on Credit Hold Ineligible Contract Object
Sold-to Customer Account Contract
Ship-to Customer Account Contract Line
Ship-to Site Contract Line
Bill-to Customer Account Bill Plan
Bill-to Site Bill Plan

The following screen capture illustrates the feature and its benefits.

Manage Administrator Profile Values

Steps to Enable

Any one with access to the Manage Administrator Profile Values task can turn on this feature by updating the profile option. It is turned off by default.

Tips And Considerations

Any one with access to the Manage Administrator Profile Values task can turn on this feature by updating the profile option. It is turned off by default.

Warn Users When Adjusting Previously Processed Billing Events

Provide a warning to users if they attempt to place a hold or update the amount of a billing event that was already invoiced.

Billing events can be adjusted to update the amount, description, or descriptive flexfields. If the event had previously been processed and included on an invoice, adjusting the event could unintentionally lead to credit memos being created. A warning message will now be displayed whenever a user saves an update to a previously processed billing event, giving them the opportunity to cancel the update if it was made in error.

The following screen capture illustrates the feature and its benefits.    

Warning Received When Adjusting Previously Processed Billing Event

Steps to Enable

This feature is enabled by default.

Tips And Considerations

Role Information

Improved Internal Invoice Accounting

Group intercompany and interproject invoice lines by the work type for the underlying transactions. You can include the work type on the payables invoice line, which you can then use in the account rules that are used to create accounting for these invoice lines.

Work type determines whether an expenditure item eligible for intercompany or interproject billing is to be considered a cost transfer or a revenue transfer. Previously, when confirming invoice acceptance status, expenditure items included on intercompany and interproject invoices transferred to Payables could not be grouped by work type. Now, if you specify work type on the labor or nonlabor invoice format, the expenditure items on intercompany or interproject invoices are grouped into separate invoice lines for each unique work type and work type is transferred to Payables on those invoice lines. This allows you to define rules in Subledger Accounting, based on work type, to debit different accounts for cost transfers versus revenue transfers.

The following screen captures illustrate the feature and its benefits.

Manage Work Types Transfer Price Amount Type

Manage Invoice Formats Group by Work Type

Steps to Enable

This feature is enabled by default.

Key Resources

Role Information

Correct Transfer Rejected Invoices

Capture the exceptions that occur due to invalid customer data when you initially generate invoices. You can correct customer data on transfer rejected invoices while transferring them to the receivables application.

On contract validation, customer contact and site data is verified to be active and valid. Later as invoices are generated and processed to completion, customer contacts and sites can become inactive or their usage can change. Previously, customer contacts and sites were only verified again by Receivables during AutoImport and the only solution was to temporarily reactivate the contacts and sites so the invoice could be accepted. Now, customer contacts and sites are verified during the Generate Invoice process and any invoices with inactive or invalid data are reported as invoice exceptions. You can amend the contract's customer contacts and sites and regenerate the invoices.

In addition, as a solution to fixing inactive or invalid customer contacts and sites occurring after invoice generation, the Transfer Invoice Details to Receivables process derives the customer contact and site data, from the latest currently or previously active version of the contract, for invoices previously rejected by Receivables. Thus, you can amend the customer contacts of a contract and sites, and then transfer the invoices again.

The following screen captures illustrate the feature and its benefits.

Invoice Displayed with Exception When Customer Contact or Site Invalid

Invoice Exception Details When Customer Contact or Site Invalid

Steps to Enable

This feature is enabled by default.

Role Information

Streamline Invoice Accounting

Account receivable transactions right after auto import and before you confirm invoice acceptance status.

Previously, when utilizing contract-specific accounting sources, such as contract organization and contract or contract line descriptive flexfields, in account rules, mapping sets, or description rules for accounting transactions in Accounts Receivable, the related  contract invoice had to be in an Accepted status. Now accounting can be created utilizing these sources as soon as the invoice is interfaced to Accounts Receivable. It is no longer required to run the Confirm Invoice Acceptance Status in Receivables process or for the Contract Invoice status to be updated to Accepted.

The following screen captures illustrate the feature and its benefits.

Contract Invoice in Transferred Status

Receivables Transaction Finally Accounted Prior to Contract Invoice Being Accepted

Steps to Enable

This feature is enabled by default.

Key Resources

Role Information

Grants Management

Grants Management provides a robust and integrated solution for managing the complete post-award lifecycle. Grants-related transactions are fully validated at the point of entry, ensuring that sufficient budget is available and only allowed cost categories are charged. Indirect costs are applied to all applicable transactions and are then included in all accounting, reporting, and billing activities. Standard invoice and report formats are provided to ensure that your sponsors receive information in the way that they require. A comprehensive, multi-dimensional ad-hoc reporting platform is available to track all grant funding and expenditures.

Fund Projects from Multiple Awards

Associate sponsored projects to multiple awards and funding sources. Prepare budgets, capture and control costs, recognize revenue, invoice, and report accordingly when a project is funded by multiple awards.

This feature allows for increased flexibility to manage a project associated with multiple awards, such as to manage different overhead rates, different funding periods, manage budgets and control costs efficiently for each award and project combination.

The following are the key areas enhanced for this feature:

ASSIGN SPONSORED PROJECT TO MULTIPLE AWARDS AND FUNDING SOURCES

Grants administrators can assign and fund one project from multiple awards and funding sources.

Funding sources can be either sponsors (customers), internal organizations or user-defined. The additional funding sources will need to be defined on the new Manage Funding Sources page or created when assigning the internal funding sources to the award. While creating an award you can choose to create a new project or select an existing project that is already associated with another award. The award and project are always associated with the external funding source, sponsor and optionally can be associated with multiple internal funding sources.

MANAGE SPONSORED PROJECT BUDGET FUNDED BY MULTIPLE AWARDS AND FUNDING SOURCES

Use award and funding source planning elements to create and manage budget for sponsored project funded by multiple awards and funding sources. Control budgets are created with new control segments for award and funding source to control project spending.

The new budgetary control segments are:

You can now budget using funding source as a planning element.

Create Budget for the Project and Award

CONTROL COSTS FOR SPONSORED PROJECT FUNDED BY MULTIPLE AWARDS AND FUNDING RESOURCES

The ability to create transactions with multiple awards and funding sources for a sponsored project ensures accurate cost capture and insight over the financial management of the sponsored project. This includes being able to adjust sponsored project costs funded by multiple awards and funding sources.

Project Costing and other all source systems where project-related transactions are created will enable costs to be collected for a sponsored project that is associated to multiple awards and funding sources. Costs are to be budget checked using the control budgets established for the award and project budget, which now includes the new control segments of award and funding source.

Create Project-Related Supplier Invoice for a Sponsored Project Funded by Multiple Awards

You can transfer cost between awards and funding sources within the same project or across projects using the cost adjustments actions.

GENERATE INVOICES AND REVENUE FOR SPONSORED PROJECT FUNDED BY MULTIPLE AWARDS

Efficiently invoice sponsors and generate accurate revenue for sponsored project funded by multiple awards considering the costs charged to the specific project and award combination.

REPORT BUDGET, COST, AND COMMITMENTS FOR SPONSORED PROJECT FUNDED BY MULTIPLE AWARDS AND FUNDING SOURCES

View funding, budget, cost and commitment amount for each award, project and funding source in the Awards work area. Additionally, view budgetary control balances for the new control budgets in the award home page.

Review Budgetary Control Balances

Create analysis and reports to show funding, budget, cost and commitment amounts of sponsored projects funded by multiple awards and funding sources. The addition of the funding source dimension to the key subject areas in OTBI provides complete insight into the financial performance of the award project.

Review Budget and Consumed Amounts in OTBI

Steps to Enable

You must opt in to the feature 'Enhanced User Interface for Managing Project Budgets to enter budget for sponsored projects.

Tips And Considerations

Key Resources

Related Help Topics: See the following topics in the Using Grants Management guide:

  1. Multiple Awards and Funding Sources for a Sponsored Project: Explained
  2. Assigning Multiple Funding Sources to a Sponsored Project: Procedure

Project Management

Project Management extends project planning, management, and scheduling capabilities to all individuals within the enterprise who are required to manage project-based work.  Project managers can engage with team members to develop tasks, resolve issues, report progress, and monitor the status of the project to ensure that objectives are realized.

Ability to Use Custom Project Manager Roles in Project Execution

Create custom project manager roles to meet the requirements for certain types of projects, for example, large projects with multiple people who have different project management roles on the same project. The project application administrator can tailor the roles to access projects in the Project Management work area and in Oracle Transactional Business Intelligence. You can create a project manager role with access to set a baseline project plan, and another project manager role without this access. Similarly, you can create a project manager role with or without the ability of directly assigning resources. This feature allows you to tailor the privileges that are available to project managers based on your own needs. For example, you can create a Senior Project Manager project role which can baseline and directly assign resources to a project, and a Junior Project Manager project role that doesn't have that capability. A resource can be a Senior Project Manager on one project and a Junior Project Manager on another project.

Project Manager Has Access to Set and Manage Baselines

Steps to Enable

On the Security Console, the IT Security Manager needs to create a custom project manager role with the appropriate functional and data security policies. After the custom project manager role is set up, the Project Application Administrator can go to the Manage Project Roles page, create a new project role, and then map it to the custom project manager role.

Tips And Considerations

Data security policies introduced:

Key Resources

Capture Actual Dates Separately from the Planned Dates

Capture actual dates separately from the planned dates for project tasks. Actual dates are now available for editing by team members during progress entry. Project managers can compare the planned, actual, and current dates on the Manage Project Plan page or use Oracle Transactional Business Intelligence to analyze the project schedule in detail.

This feature allows project managers to have greater visibility into task performance and identify project execution issues sooner, therefore reducing project delays.

Capture Actual Dates for Project Tasks During Progress Entry

Planned, Actual, and Current Dates on the Manage Project Plan Page

Steps to Enable

This feature is enabled by default.

Tips And Considerations

Key Resources

Role Information

Capture Actual Hours and Remaining Hours Separately from Planned Hours

Capture actual hours and remaining hours separately from the planned hours for project tasks. For example, team members and project managers can now capture the actual hours or remaining hours that may be beyond or within the planned hours. Project managers can compare planned, actual, remaining, and current effort on the Manage Project Plan page or use Oracle Transactional Business Intelligence to analyze project progress in detail.

This feature allows project managers to have greater visibility into the team member task performance and identify potential execution issues sooner, therefore reducing project delays.

Team Members Capture Actual Hours Beyond Planned Hours

Steps to Enable

This feature is enabled by default for the Project Manager and Team Collaborator, but the Project Application Administrator must first enable the progress entry method for team members.

  1. Navigate to the Setup and Maintenance work area.
  2. Search for the Manage Project Project Management Implementation Options setup task.
  3. Select the task name hyperlink.
  4. Click the checkbox Allow team members to report actual hours or remaining hours above or below planned effort. 
  5. Save and close the page.

Enable Progress Entry Method for Team Members

Tips And Considerations

Enable this feature carefully only if it meets your business needs because once you enable the feature, you cannot disable it at a later point in time.

Key Resources

Role Information

Capture and View Additional Extensible Attributes for Projects

Capture and view company-specific values for a project from the Manage Project Plan page. During implementation, the project application administrator can define both global and contextual values to capture on projects using descriptive flexfields. For example, you can capture detailed information about the value to the company or classify the project for reporting purposes. These values are then available for SOAP web services and reporting.

You can capture additional project information to use for reporting and analyzing your projects. For example, if you need to capture risk assessment information for the project, then you can define a set of segments, ask project managers to update the data for their projects, and then report on the information.

Capturing Additional Extensible Attributes on a Project

Steps to Enable

This feature is enabled by default for the Project Manager, but the project application administrator must first set up the descriptive flexfield.

  1. Navigate to the Setup and Maintenance work area.
  2. Search for the Manage Project Management Project Descriptive Flexfields setup task.
  3. Select the name hyperlink for the task.
  4. Select the row for Project Descriptive Flexfield.
  5. Click Edit.
  6. Add or edit segments according to your business needs.
  7. When finished, from the Manage Project Management Project Descriptive Flexfields page select the Deploy Flexfield action.

Tips And Considerations

Key Resources

Role Information

Capture and View Additional Extensible Attributes for Tasks

Capture and view company-specific values for project tasks on the new Manage Task Details page. During implementation, the project application administrator can define both global and contextual values to capture on project tasks using descriptive flexfields. For example, you can capture detailed information about the risk assessment, location, or test cycle values for specific tasks. These values are then available for SOAP web services and reporting.

You can capture additional project information to use for reporting and analyzing your projects. For example, if you need to capture risk assessment, quality level, location, or test cycle for a task, then you can define a set of segments, ask project managers to update the data for their projects, and then report on the information.

Capturing Additional Extensible Attributes on a Task

Steps to Enable

This feature is enabled by default for the Project Manager, but the Project Application administrator must first set up the descriptive flexfield.

  1. Navigate to the Setup and Maintenance work area.
  2. Search for the Manage Project Management Task Descriptive Flexfields setup task.
  3. Click the task name to open the task.
  4. Select the row for Task Structure Descriptive Flexfield.
  5. Click Edit.
  6. Add or edit segments according to your business needs.
  7. When finished, from the Manage Project Management Task Descriptive Flexfields page, select the Deploy Flexfield action.

Tips And Considerations

Key Resources

Role Information

Define Gates to Manage the Project Lifecycle

Define gates on your project plan to manage critical points in the project lifecycle where you must decide whether to proceed. Project gates are initially closed.  After a stakeholder review of the project results to date, you can open a gate to indicate that work can begin on subsequent tasks.  Other possible outcomes of the gate review include terminating the project or backing up and reevaluating.

You can add gates anywhere in your project plan, but they are often used between project phases - or summary tasks. A gate is distinguished in the project plan by a special icon in the row header and in the Gantt chart.

Using gates can help you better monitor and control costs. By including the discipline of gate reviews, you can prevent costs from being incurred unnecessarily on projects that turn out not to be viable.

A gate has a table of stakeholders, called Gate Approvers. You can populate this table as soon as you know who these people will be, often at the outset of the project. The members can be changed at any time.

Gates can be included in work plan templates.

Gates in Project Plan, and Create Gate Action

Steps to Enable

There are no setup steps required to enable gates.

Tips And Considerations

Key Resources

Leverage a Single Set of Project Roles Across Your Entire Organization

Manage project roles with a unified setup experience in Project Financial Management and Project Execution Management applications. Project application administrators can set up roles using a single page and share the roles with all projects. You can also maintain the standard qualifications for each role to use when searching for and evaluating resources to fulfill a role on a project. Project Application Administrators can manage project roles more efficiently for the entire organization with the consolidation of project roles pages. Project Managers, Resource Managers and Project Administrators all have the same set of project roles to use in their respective areas for planning the project, managing resources, and managing access to the project.

Set Up and Share Roles Manage Project Roles Page in All Projects

Steps to Enable

This feature is enabled by default for the Project Application Administrator:

  1. Navigate to the Setup and Maintenance work area.
  2. Search for the Manage Project Roles setup task.
  3. Select the name hyperlink for the task.
  4. Select the row for Manage Project Roles.
  5. Click Edit.
  6. Add or edit project roles according to your business needs.

Tips And Considerations

Key Resources

Role Information

Manage Approvals for Opening a Gate

Orchestrate the gate approval processes using workflow to guarantee a timely and careful review of whether to proceed. You initiate this step as project manager once the prerequisite tasks are complete and there is sufficient information from the work to date for the stakeholders to make a decision.

To start the review, change the gate status from Closed to In Review. This sends notifications to all gate approvers. Approvers can respond directly from the notification, setting their status to Approved or Rejected, and adding comments if desired.

The gate status cannot be changed to Open unless the status for each approver is Approved.

The expected outcome is that the gate status will be set to Open. However, depending on the assessment of the gate approvers, the project manager could set the gate status to Terminated, ending the project, or back to Closed, indicating that more project work should be done before the status is again set to In Review.

Gate Details Showing Table of Gate Approvers

Steps to Enable

There are no setup steps required to enable gates.

Tips And Considerations

Key Resources

Track Project Progress Efficiently with a Baseline

Set a project plan baseline to track project progress efficiently. Project managers can set a baseline that captures key attributes of the overall project schedule, including task start and finish dates, effort, and cost. You can create multiple baselines for the project plan and use the primary baseline information to measure the project progress on the Manage Project Plan page. Use Oracle Transactional Business Intelligence reports to measure schedule, cost, and effort variances and view the incremental progress on the project.

Project managers can visually compare the current schedule and primary baseline schedule on the Gantt chart.

This feature enables project managers to identify any slippage against the agreed plan, improving the predictability of getting projects done on time. It also provides the organization with variance information which can be used in future estimation of similar projects.

The key baseline attributes and measures are available in Oracle Transactional Business Intelligence to provide immediate visibility to all project team members and stakeholders so that they can take necessary actions.

Set Baseline to the Project Work Plan and Select to Set It as the Primary Baseline

View and Compare Project Progress with Primary Baseline Information

Steps to Enable

This feature is enabled for the Project Manager with the privilege "Manage Project Work Plan Baselines". The "Manage Project Work Plan Baselines" privilege is enabled by default for the Project Manager.

Tips And Considerations

Key Resources

Role Information

Task Management

Allows organizations manage all work and related interactions in a consolidated place. Team members, challenged by the quantity of tasks they own, no longer have to track administrative and project work in different places since all tasks are managed and progressed in a single view.

Manage All My Tasks Using the New Mobile Task Management

Mobilize your team member’s day-to-day activities. Now team members can use the new Android application to manage project tasks from their mobile phone, manage to-do tasks, and collaborate on tasks.

In this app, the project tasks assigned to a user are listed separately from the to-do tasks to make the access of these tasks easy without applying additional filters. You can now quickly create to-do tasks and mark them as complete with the same ease to keep all your work related activities at one place. Collaboration with the team members is provided through the Oracle Social Network (OSN) mobile application, downloaded separately.

Details of a Project Task and List of To-Do Tasks in the New Mobile Application

Steps to Enable

This feature is enabled by default for the Team Collaborator. Users can download the Oracle PPM Cloud mobile application on their Android devices from the Google Play Store.

Key steps to setup the mobile app:

  1. Download and install the app on the Android mobile device.
  2. Open the Oracle PPM Cloud mobile app.
  3. Accept the End User License Agreement displayed right after opening the app.
  4. On the login page, click the settings icon on the bottom right corner.
  5. Enter the project server URL and port number (optional) and then specify whether its SSL enabled.
  6. Save the details.
  7. Enter user name and password.
  8. Specify whether to save the username and password and whether to remain logged into the app.

Tips And Considerations

This feature is enabled by default for the Team Collaborator. Users can download the Oracle PPM Cloud mobile application on their Android devices from the Google Play Store.

Key steps to setup the mobile app:

  1. Download and install the app on the Android mobile device.
  2. Open the Oracle PPM Cloud mobile app.
  3. Accept the End User License Agreement displayed right after opening the app.
  4. On the login page, click the settings icon on the bottom right corner.
  5. Enter the project server URL and port number (optional) and then specify whether its SSL enabled.
  6. Save the details.
  7. Enter user name and password.
  8. Specify whether to save the username and password and whether to remain logged into the app.

You can get the project server address from the browser URL when you are on My Work work area. Server address is the part which is after the http:// or https:// and before the first forward slash. For example, if the URL looks something like this 'https://abc-test.xy.ab2.oraclecloud.com/homePage/faces/FuseWelcome' then the project server address would be 'abc-test.xy.ab2.oraclecloud.com'.

You should mark SSL Enabled as yes, if the URL has 'https' at the beginning. ???

Key Resources

Role Information

Project Resource Management

Organizations can optimize the allocation and utilization of their most precious resource: their people. Innovative and intuitive tools let resource managers and project managers ensure that the best-fit resource is identified and placed on each and every project assignment, to the benefit of the organization, the project resource, and the end customer, whether it be for internal or external billable projects.

Assign Multiple Resources to Projects with a Single Action

Enable the resource managers to assign multiple resources to projects without separately creating a request. For example, when the list of resources to assign to a project is already known, then the resource manager can quickly assign them to a project in a single action.

From the Manage Project Resource Assignment page, invoke the action to create multiple resource assignments. In the new dialog box that appears you can create multiple assignments in either Reserved or Confirmed status.

Create Multiple Project Resource Assignments Dialog Window

Steps to Enable

This feature is enabled by default.

Key Resources

Role Information

Create, Maintain, and Fulfill Requests for Multiple Resources

Enable project managers to request multiple resources for the same project role on one request. Resource managers propose suitable candidates for project managers to review. Resource managers can immediately assign or propose all the requested resources at one time or a few at a time as suitable candidates are found. Resources can be proposed for confirmed or reserved assignments. Project managers can approve or reject resources.

Project managers can efficiently manage the staffing of larger projects that require multiple resources with the same set of skills. Project managers can specify the requirements and the quantity of resources needed in one request. They can easily monitor the progress of the staffing process to determine how many resources have been assigned and how many are still needed to fulfill the request.

Resource managers can search for and propose or immediately assign multiple resources to fulfill a request in one step. The ability to propose different resources for confirmed and reserved assignments for the same request gives resource managers greater flexibility when staffing a project.

Project Manager's Request for Multiple Resources

Project Managers Review Proposed Resources to Determine Whether to Approve or Reject Them for the Project

Steps to Enable

This feature is enabled by default.

Tips And Considerations

Key Resources

Role Information

Empower Project Managers to Search for and Confirm Resources

Provide the option for project managers to search for and confirm a resource for a project assignment based on resource availability and qualifications. They can view details about individual resources and decide which resource is the best for the project.

The business value for this feature is the project manager’s ability to leverage the depth of resource management from the Manage Project Resources page without a formal resource management staff. Project managers have a solution that allows them to select the best resources based on their overall score, availability capacity and qualifications. Project managers can view resources schedules, skills, and project history.

Empower Project Managers to Search For and Confirm Resources

Steps to Enable

This feature is enabled by default for the Project Manager:

  1. Navigate to the Manage Project Resources page.
  2. Create a placeholder resource.
  3. Enter details of dates.
  4. Search and select a resource pool if needed.
  5. Evaluate resources and select resource as Planned, Confirm, or Requested.
  6. View the selected resource on Manage Project Resources page.

Tips And Considerations

This feature is enabled by default for the Project Manager:

  1. Navigate to the Manage Project Resources page.
  2. Create a placeholder resource.
  3. Enter details of dates.
  4. Search and select a resource pool if needed.
  5. Evaluate resources and select resource as Planned, Confirm, or Requested.
  6. View the selected resource on Manage Project Resources page.

Create a placeholder resource with job role and exact dates to narrow results and find a resource that fit best.

By default, the application searches the resource pools that you own. If you do not own any resource pools, then you must select one or more resource pools before you can search.

Key Resources

Role Information

Enhanced Resource Management Workflow and Notifications

Send a workflow notification to project managers and other participants when a resource manager confirms or reserves a resource assignment on a project and project manager approval isn't required. Project managers and other participants also receive a workflow notification when a resource assignment is adjusted and project manager approval isn't required. Resource managers and other participants receive a workflow notification when a project manager cancels a resource assignment.

Providing notifications to impacted participants when assignments are created or adjusted enhances and simplifies communication between project managers and resource managers. These notifications reduce the need for either party to send separate communication about the assignment actions that took place.

Workflow Notification Indicating Resource Manager Adjusted Assignment Schedule

Steps to Enable

This feature is enabled by default for the Project Manager and Resource Manager, but the Project Application Administrator must first enable notification workflow.

  1. Navigate to the Setup and Maintenance work area.
  2. Search for the Manage Project Resource Management Implementation Options setup task.
  3. Select the task name hyperlink.
  4. Click the checkbox next to Notify workflow participants when a resource is proposed or an assignment is adjusted. 
  5. Save and close the page.

Tips And Considerations

When adjusting an assignment schedule, enter an Adjustment Reason to explain the reason for the schedule change. This is valuable information and is provided in the workflow notification to the recipient.

Key Resources

Role Information

Review and Maintain Multiple Resource Schedules

Maintain resource schedules for multiple resources on a single page. Resource managers can review project resource assignments and nonproject events, evaluate resource availability, and access resource details. In addition, resource managers can adjust resource assignments and create assignments from the resource schedule.

Resource managers can manage their resources outside the context of resource requests more effectively by comparing multiple resource schedules and resource availability at one time, and directly adjusting or creating project resource assignments.  

Manage Resource Schedules Page

Steps to Enable

This feature is enabled by default.

Tips And Considerations

Key Resources

Role Information