This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top.
| Date |
What’s Changed |
Notes |
|---|---|---|
| 03 FEB 2017 |
Removed section/feature. |
Deleted section on Project Integration Gateway including the feature on Primavera P6 EPPM. |
| 26 JUL 2016 |
Multiple sections. |
Updated multiple sections to add upgrade-specific security privileges in certain key new features. |
| 26 JUL 2016 |
Project Resource Management: Provide a Single Source of Entry for Absence Management Events |
Updated feature to include details on how to set up the integration. |
| 12 MAY 2016 |
Added two sections. |
|
| 06 MAY 2016 |
Project Resource Management: Provide a Single Source of Entry for Absence Management Events |
Updated the Tips and Considerations section. |
| 07 APR 2016 |
Added section. |
|
| 01 MAR 2016 |
Initial Document Creation |
This guide outlines the information you need to know about new or improved functionality in Oracle Project Portfolio Management Release 11. 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.
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.
This section gives you information to help you plan, deploy and validate your upgrade to this release.
For Oracle ERP Cloud, we have published Oracle ERP Cloud: Performing Your Release 11 Upgrade on My Oracle Support.
https://support.oracle.com/epmos/faces/DocumentDisplay?id=2106763.1
This document includes a list of all Pre- and Post-Upgrade steps for ERP.
Included with these steps are a set of product-specific checklists to help you evaluate your upgrade readiness on a product-by-product basis. These checklists are helpful if you only use a small subset of the ERP products, as each checklist combines all upgrade steps into one product-specific section for you (including any common steps that would be relevant).
A sample ERP Upgrade Project Plan is also included for your use.
We frequently update this document so don’t forget to check back and get the latest information before you start your upgrade.
Enabling Additional Dashboards
Project managers can now use the new Infolets available on the Project Management Dashboard to gain insight into their projects. However, you can now enable additional dashboards for more detailed project monitoring and tracking. Optionally enable the following dashboards in addition to the Project Management Dashboard:
- Use the Project Manager Dashboard to monitor the progress of work on projects, resource allocations, requests, and assignments.
- Use the Project Performance Dashboard to monitor the financial performance of your projects based on key performance indicators and performance measures.
Steps to Enable
Project application administrators must first create a sandbox, enable the features they’re interested in, and finally publish the sandbox.
To create a sandbox:
- Sign in to Oracle Fusion Applications.
- From the Global area, select Manage Sandboxes… from the Administration menu.
- Click the New icon.
- Enter a name for the sandbox and click Save and Close.
- Click OK on the confirmation message.
- Select the new sandbox row and click Set as Active.
- Click Yes on the message to be taken to the Homepage.
To enable the additional dashboards:
- From the Navigator, select Tools > Structure.
- Expand the Projects folder.
- Click the Project Manager Dashboard link.
- From the Visible list, Select Yes.
- Click Save and Close.
- Repeat steps 3-5 for the Project Performance Dashboard.
- To publish your sandbox, click the link on the name of your sandbox and then click More.
- In the Sandbox Details window, click Publish.
- Click OK on the message to be taken to the Homepage.
TIPS AND CONSIDERATIONS
- If project application administrators navigate to Tools > Structure without first activating a sandbox, click Edit on the Structure page. You're prompted to activate a sandbox.
- To disable a dashboard you enabled, you must first create and activate a new sandbox. The follow the steps to enable procedure and set Visible to No at step 4.
Tip: If you're already in an active sandbox, then the Edit button doesn't appear on the Structure page.
Key Resources
See the section on Sandbox Manager in the guide for Customizing the Applications for Functional Administrators.
Related Help Topics:
- Navigating in the Application: Explained
- Personalizing Infolets: Procedure
Viewing Project Execution Management and Project Financial Management Links in the Actions Panel Tab
For Release 11, you must ensure that you update the implementation status for the Project Execution Management and Project Financial Management offerings, depending on whether you are using one or both of them. For upgrading customers, you need to revisit this status to ensure it is set properly. You can view the related links in the Project Management work area only if the Project Execution Management or Project Financial Management offerings are enabled and the implementation status is In Progress or Implemented.
Steps to Enable
Implementation administrators must enable the offering and set the status by following these steps:
- Open the Setup and Maintenance work area.
- Select the Project Execution Management offering.
- In the Administration section, select Change Configuration from the Actions menu.
- In the Configure: Project Execution Management page, click the link in the Implementation Status column for the Project Execution Management row.
- Select either In Progress or Implemented.
- Click Done.
- Repeat steps 2-6 for the Project Financial Management offering.
Tips and Considerations
If you cannot see any Project Execution links in the Actions panel tab in the Project Management work area, then the first item to check is the implementation status for the Project Execution Management offering. If the status of the offering is in the Not Started implementation status, then the links will not appear.
Key Resources
Related Help Topics:
- Setup and Maintenance: Overview
- Configuring Offerings: Explained
Some of the new Release 11 features are automatically available to users after the upgrade and some require action from the user, the company administrator, or Oracle.
The table below offers a quick view of the actions required to enable each of the Release 11 features.
Oracle Fusion Project Performance Reporting delivers a revolutionary approach to help project-driven organizations keep pace and keep score through extraordinary project performance insight. It allows project stakeholders to receive answers to critical business questions and take action in real time, utilizing a multidimensional model at the heart of the solution to deliver the right information at the right time.
Effectively Manage Project Lifecycle
Quickly and efficiently perform day-to-day project management tasks, from planning, to scheduling, to costing and billing, by utilizing an enhanced Project Management Dashboard.
The dashboard has a next generation and simplified user interface which organizes analytics into infolets. This provides you with a clear insight into issues needing attention and makes project management more efficient and engaging.
The following screen captures illustrate the feature and its benefits.
Get project information at a glance with highlighted action items and exceptions on the enhanced project management infolets
Create new projects from the dashboard or drill down to analyze your list of projects from the My Projects infolet
This feature is enabled by default.
Tips and Considerations
- Run the Update Project Performance Data process to refresh the data on the project management infolets.
- Personalize the dashboard by selecting or deselecting infolets from the Infolet Repository or hide an infolet by selecting the action from the Infolet menu.
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Performance Reporting Enhancements: Project Management Dashboard Enhancements
Analyze Over and Underallocated Resources
Use the Team Allocation infolet to view weekly resource allocations with a visualization that indicates whether a resource is over or underallocated.
Resources are overallocated when they’re scheduled for work greater than 100% of their capacity, and underallocated when scheduled for work less than 80% of their capacity. Swipe the infolet to view allocations for 3 future 4-week time periods. You can also expand the infolet to get a grid-like visualization and track the weeks for which resources are over or underallocated.
The following screen captures illustrate this feature and its benefits.
Expand the Team Allocation infolet to view over and underallocated resources
Click a project or team member in the expanded view of the infolet to drill down to the Manage Project Plan page, filtered to display the tasks associated for the 4-week time period
This feature is enabled by default.
None.
- Related Help Topic: Project Resource Allocation: How It’s Calculated
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Performance Reporting Enhancements: Project Management Dashboard Enhancements
Efficiently Manage Project Milestones
Use the Milestones infolet to ensure that project milestones are tracked efficiently to avoid project slippages and keep the project plan on schedule. Gain insight into the past due, at risk, and upcoming project milestones. Quickly drill down to a new timeline view of the milestones and take action to set them as complete.
The following screen capture illustrates the feature and its benefits.
Click on each status or number to see the Project Milestones page
This feature is enabled by default.
None.
- Related Help Topic: Project Milestones: Explained
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Performance Reporting Enhancements: Project Management Dashboard Enhancements
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhanced Project Lifecycle
Efficiently Monitor Project Progress
Use the Progress infolet to review the target and actual percentage of work completed on your projects. Projects behind schedule appear at the top of the infolet. You can view the number of task-related issues pertaining to slippages in assignment dates and easily drill down to the Manage Task Exceptions page to initiate action towards resolution.
The following screen capture illustrates the feature and its benefits.
View projects behind schedule at the top
This feature is enabled by default.
None.
- Related Help Video: Drawing Insight on Project Health and Progress
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Performance Reporting Enhancements: Project Management Dashboard Enhancements
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhancements to Effectively Executing Projects
Ensure Timely Approval of Project Invoices
Use the Invoices infolet to review the total number and amount of project invoices that are awaiting approval. Expand the infolet to view invoices grouped under the respective project, in addition to the invoice generation date and invoice amount. You can quickly approve or reject an invoice from the infolet, or drill down to review invoice lines as necessary.
The following screen captures illustrate the feature and its benefits.
View details of individual invoices from the Invoices infolet
This feature is enabled by default.
None.
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Performance Reporting Enhancements: Project Management Dashboard Enhancements
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhanced Project Lifecycle
Gain Visibility of Project Overspending
Use the Cost Budget infolet to analyze the variance between the project cost and budget to gain visibility of project overspending.
The front view displays the number of projects in which the total cost exceeds the budget to date. Expand the infolet to review the total budget, spent, and budget to date amounts for each project. A donut graph displays a visualization of these metrics.
You can create new budgets for projects without a budget, or create new baseline budgets for existing ones. Additionally, you can drill down to review project costs and budgets.
The following screen captures illustrate the feature and its benefits.
View detailed information regarding project costs and budgets on the Cost Budget infolet
This feature is enabled by default.
- The budget represented for each project is the Current Baseline Approved Cost Budget version.
- The variance displayed in the center of donut is the difference between the Spent and Budget to Date amounts.
- The Spent amount includes both actual and committed cost, from inception to date.
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Performance Reporting Enhancements: Project Management Dashboard Enhancements
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhanced Project Lifecycle
Monitor Project Resource Assignments
Use the Assignments infolet to monitor resource assignments for which the assignment end date is within two weeks, and also view reserved assignments that require your attention. Expand the infolet to review additional details for the assignments and take action. For assignments ending soon, you can request an extension which is submitted to the resource manager for approval. For reserved assignments, you can confirm or cancel the reservation without navigating away from the dashboard.
The following screen captures illustrate the feature and its benefits.
Confirm, cancel, or view assignment details for reserved resource assignments
This feature is enabled by default.
None.
- Related Help Topic: Project Resource Assignment Adjustments: Explained
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Performance Reporting Enhancements: Project Management Dashboard Enhancements
Monitor Uninvoiced Project Cost
Use the Uninvoiced Cost infolet to efficiently manage the billing cycle by monitoring uninvoiced project cost. The total uninvoiced cost for all of your projects is prominently displayed; the project with highest amount is highlighted. You can also drill down to analyze the transaction details for the project with the highest uninvoiced cost.
The following screen capture illustrates the feature and its benefits.
Review the total uninvoiced cost for all your projects
This feature is enabled by default.
None.
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Performance Reporting Enhancements: Project Management Dashboard Enhancements
Proactively Track and Take Action on Missing Time Cards
Use the Time Cards infolet to track time cards that are missing or have partially reported hours. Swipe the infolet to view the time cards having issues in the last three time periods. Additionally, you can expand the infolet to review details for the time cards such as project, resource, and status. Start a social conversation to remind resources to submit their time card.
The following screen captures illustrate the feature and its benefits.
Send a reminder to team members that have time card issues
This feature is enabled by default.
None.
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Performance Reporting Enhancements: Project Management Dashboard Enhancements
Track Project Performance Using Key Performance Indicators
Use the Health infolet to review project health based on the status of key performance indicators (KPIs). The front view provides a breakdown of the overall health of your projects and you can expand the infolet to gain clear insight on KPIs that are in critical status. Easily start conversations with team members, or drill down to the related project costs and take action to facilitate course corrections.
The following screen captures illustrate the feature and its benefits.
View Critical projects are at the top, At Risk in the middle, and On Track at the bottom
This feature is enabled by default.
Tips and Considerations
- Track KPIs by navigating to the Analyze KPI Categories page for your project, and then selecting the Add KPI to Project action from the KPIs table.
- Related Help Topic: Drawing Insight on Project Health and Progress
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Performance Reporting Enhancements: Project Management Dashboard Enhancements
Streamlined Access to Edit KPI Threshold Levels
Easily enter and maintain threshold levels using a button on the Edit Key Performance Indicators page.
The threshold levels for currency KPIs are not displayed directly on the Edit Key Performance Indicators page. To edit the threshold levels, project application administrators must first select the currency and set up the threshold levels using the Edit Threshold Levels button. This enhancement makes setting up currency based KPIs easy and intuitive.
The following screen capture illustrates the new edit button.
Edit KPI Threshold Levels
This feature is enabled by default.
To edit the decimal display, you must remove the currency code and add it again.
None.
Oracle Fusion Project Costing captures commitments and costs from across the Fusion applications and supports third-party integrations. The unique cost collection and processing needs of different sources are streamlined to provide timely insight into validated project costs.
Analyze Project Burden Budgetary Control Exceptions
Review all funds check errors in a single location and analyze project burden cost exceptions.
The following screen capture illustrates the feature and its benefits.
Streamline the budgetary control exception handling by providing visibility into burden creation failures
You must enable budgetary control for your ledger, business unit, procure-to-pay business function, and project accounting business function. For the project accounting business function, you can exclude specific transaction sources and documents from budgetary control.
- Navigate to the Setup and Maintenance work area.
- Search for the Manage Budgetary Control task and click the task link.
- Under Ledger, enable the desired budgetary control option for the ledger.
- Under Business Unit, enable budgetary control for the business unit.
- Enable budgetary control and select the desired level of budget check for procure-to-pay business functions.
- Under Project Accounting Business Function, by default the enable budgetary control for all transaction sources and documents is enabled.
Tips and Considerations
- Ensure all burden schedules are correctly set up to avoid budgetary control project burden exceptions.
- Release Training for Release 11: Oracle Project Portfolio Management Cloud Enhancements: Enhanced Financial Management for Controlling Project Costs
Create Assets for a Project Template Using Microsoft Excel
Use Microsoft Excel to quickly create large volumes of assets for capital projects, and then assign the assets to projects and tasks.
A new task Create Assets in Spreadsheet is available in the Tasks pane of the Project Assets work area to create assets in a spreadsheet.
The following screen captures illustrate the task pane and capital asset spreadsheet.
Task to Create Assets in Spreadsheet
Capital Assets Spreadsheet
- Download and install Oracle Fusion Desktop Integration from the Navigator Menu.
- Complete the following steps to load assets into Oracle Fusion Project Costing:
- Select the Create Assets in Spreadsheet task from the Tasks pane of the Project Assets work area to create assets in a spreadsheet.
- Download the spreadsheet when prompted.
- Open the spreadsheet and log into the application.
- Enter asset details, such as the asset book and depreciation account, and assign the assets.
- Click Upload.
Tips and Considerations
- Some columns provide a list of valid values. If an attribute has [..] in the column header, you can double click the cell to retrieve a list of valid values from the application.
None.
Create Encumbrance Accounting for Project Burden Costs
Gain financial insight by creating encumbrance accounting for project burden costs and raw costs related to commitments and obligations. For a purchase order, the application creates:
- Project burden commitment and obligation encumbrance accounting entries when the requisition and purchase order encumbrance accounting entries are generated.
- One journal that includes the project raw cost and burden cost commitment and obligation.
The following screen capture illustrates the feature and its benefits.
Use the Funds Reservation page to review the transaction lines impacted by control budgets
You must enable budgetary control for your ledger, business unit, procure-to-pay business function, and project accounting business function. For the project accounting business function, you can exclude specific transaction sources and documents from budgetary control.
- Navigate to the Setup and Maintenance work area.
- Search for the Manage Budgetary Control task and click the task link.
- Under Ledger, enable the desired budgetary control option for the ledger.
- Under Business Unit, enable budgetary control for the business unit.
- Enable budgetary control and select the desired level of budget check for procure-to-pay business functions.
- Under Project Accounting Business Function, by default the enable budgetary control for all transaction sources and documents is enabled. This also enables encumbrance accounting for project burden.
Tips and Considerations
- For project related transactions, encumbrance accounting is created on raw costs and the burden costs where the originating transactions create encumbrances such as requisition commitments or purchase order obligations. The actual accounting of the burden cost takes place in Project Costing. The Create Accounting process accounts the actual cost for the burdening and reverses the PO burden encumbrance obligations and reserve for encumbrance entries.
Key Resources
- Help Topic: Accounting Burden Costs: How They're Processed
- Release Training for Release 11: Oracle Project Portfolio Management Cloud Enhancements: Enhanced Financial Management for Controlling Project Costs
Enhanced Design for Reviewing and Adjusting Project Costs
Track project costs to monitor the financial health of the project using an enhanced list view. Gain immediate access to key cost-related information for the project, including unplanned transactions, committed cost, and actual cost. Take immediate action by initiating a cost adjustment.
The following screen capture illustrates the feature and its benefits.
Review unplanned transactions, actual cost, and committed cost in a single interface and take immediate action by initiating a cost adjustment
This feature is enabled by default.
Tips and Considerations
- The Manage Project Costs page helps you analyze your actual and committed costs for a project in a single interface. You can review the Cost Budget, Billing, and Cost Breakdown scorecards to gain immediate insight into the financial health of your project. An enhanced list view design allows you to review project costs with key information at the forefront and unplanned transactions clearly marked. A new filtering mechanism provides an improved experience, giving you the power to execute a search in a single click. You can quickly initiate a cost adjustment by making a transaction billable or nonbillable.
Key Resources
- Release Training for Release 11: Oracle Project Portfolio Management Cloud: Oracle Fusion Project Management Enhancements: Enhanced Project Lifecycle
Enhanced Integration with Oracle Fusion Payables to Include Self-Assessed Tax
Provide full visibility of project costs to include self-assessed tax recorded on supplier invoices by integrating them with Oracle Fusion Project Costing.
The following screen capture illustrates the feature and its benefits.
Transfer self-assessed taxes on supplier invoices to Oracle Fusion Project Costing
This feature is enabled by default.
- On the Oracle Fusion Payables invoice select Self-Assessed tax on the Detail Tax Lines.
- Release Training for Release 11: Oracle Project Portfolio Management Cloud: Oracle Fusion Project Portfolio Project Costing Usability Enhancements
Group Cost Transactions Into Asset Lines by Invoice
Capitalize and transfer costs from Oracle Fusion Project Costing to Oracle Fusion Assets by including the invoice number, invoice line number, and invoice line type.
The following screen capture illustrates the feature and its benefits.
Send the information, if the grouping method is Expenditure Item, or if supplier invoices don’t use the grouping method
- Navigate to the Setup and Maintenance work area.
- Search for the Manage Project Types task.
- Select a Project Type and select the Capitalization Options tab.
- Select the Asset Line Grouping Method and deselect the Use grouping method for supplier invoices.
- The ability to view invoice information on source lines in Oracle Fusion Assets is important for reconciling, auditing, and reporting. In Release 11, you can transfer the invoice information received from Oracle Fusion Payables to Oracle Fusion Assets when the Asset Line Grouping Method is Expenditure Item or when you don’t use the grouping method for supplier invoices. Capitalize and transfer from Oracle Fusion Project Costing to Oracle Fusion Assets by including the invoice number, invoice line number, and invoice line type.
- Release Training for Release 11: Oracle Project Portfolio Management Cloud: Oracle Fusion Project Portfolio Project Costing Usability Enhancements
Limit the List of Projects in Oracle Fusion Time and Labor
Improve billing accuracy by limiting the projects seen on a time card to only those projects where the team member is listed on the project-level inclusive transaction control.
The following screen capture illustrates the feature and its benefits.
Filter the list of projects an employee can select so they can see their projects only
- Navigate to the Setup and Maintenance work area.
- Search for the Manage Time and Labor Value Sets task.
- Search for a Value Set Code.
- Two new table-validated value sets for the project name and number restrict the values available to employees when entering time cards.
- Search for the Manage Time Entry Layout Components task.
- Create a new time card field that references one of the new value sets.
- Create a new timecard layout or update an existing layout and add the new timecard field. Repeat this step for each of the following layout sets:
- Time Entry
- Time Review
- Time View
- Time Approval Notification
- Calendar Entry
- Use the task Manage Worker Time Entry Profiles to create a new time entry profile, or update an existing profile with the new layout set. Enable the time entry actions that are allowed for the profile.
- Finally, assign users to the time entry profile and the time processing profile. You can do this individually or as a group using the tasks Manage Worker Time Entry Profiles and Manage Worker Time Processing Profiles.
Tips and Considerations
- With the addition of two new value sets, you can limit who charges time against your project to only those people who are granted access using project-level inclusive transaction controls. When employees select the project on their timesheet, they’ll only be able to select projects to which they’re given access. This makes it easier to select the correct project and to avoid data entry mistakes. It also allows you to control costs and ensure billing accuracy.
- Help Topic: Using Time and Labor with Project Costing: Points to Consider
- Release Training for Release 11: Oracle Project Portfolio Management Cloud: Oracle Fusion Project Portfolio Project Costing Usability Enhancements
Enforce Budgetary Control on Expenditure Item Adjustments
Perform adjustments on project costs directly in Oracle Fusion Project Costing and immediately view the updated control budget balances.
The following screen capture illustrates the feature and its benefits.
Adjust and view the results of budgetary control on adjusted project transactions
You must enable budgetary control for your ledger, business unit, procure-to-pay business function, and project accounting business function. For the project accounting business function, you can exclude specific transaction sources and documents from budgetary control.
- Navigate to the Setup and Maintenance work area.
- Search for the Manage Budgetary Control task in the All Tasks tab and click Go To Task.
- Under Ledger, enable the desired budgetary control option for the ledger.
- Under Business Unit, enable budgetary control for the business unit.
- Enable budgetary control and select the desired level of budget check for procure-to-pay business functions.
- Under Budgetary Control Exceptions, by default the enable budgetary control for all select the transaction sources and documents is enabled.
Tips and Considerations
- You can’t cancel an adjustment performed on an expenditure item for which funds are already reserved against a control budget. You must fix the error by performing another adjustment that transfers the transaction back to its original source.
- Help Topic: Expenditure Item Adjustment Statuses: Explained
- Release Training for Release 11: Oracle Project Portfolio Management Cloud Enhancements: Enhanced Financial Management for Controlling Project Costs
Enforce Budgetary Control on Project-Based Receipt Accruals
Leverage Oracle Fusion Budgetary Control to strengthen financial control in Oracle Fusion Project Costing by budget checking both raw and burdened costs on project-based receipts.
The following screen capture illustrates the feature and its benefits.
Control project budget amounts and reserve funds for both raw costs and burden costs for purchase order receipts with expense destinations
You must enable budgetary control for your ledger, business unit, procure-to-pay business function, and project accounting business function. For the project accounting business function, you can exclude specific transaction sources and documents from budgetary control.
- Navigate to the Setup and Maintenance work area.
- Search for the Manage Budgetary Control task in the All Tasks tab and click Go To Task.
- Under Ledger, enable the desired budgetary control option for the ledger.
- Under Business Unit, enable budgetary control for the business unit.
- Enable budgetary control and select the desired level of budget check for procure-to-pay business functions including Receiving.
- Under Budgetary Control Exceptions, by default, budgetary control is enabled for all transaction sources and documents.
Tips and Considerations
- For receipt accounting transactions, item burden cost and burden tax cost are liquidated together for the PO obligation encumbrance instead of being liquidated individually.
- Help Topic: Project Costing Accounts for Budgetary Control: Explained
- Release Training for Release 11: Oracle Project Portfolio Management Cloud Enhancements: Enhanced Financial Management for Controlling Project Costs
Review Impact of Making Adjustments to Previously Invoiced Transactions
View a message that informs you that you’re making adjustments to transactions that were previously invoiced.
The following screen capture illustrates the feature and its benefits.
Receive warnings when making adjustments to invoiced transactions and be sure that credit memos are not issued unexpectedly
This feature is enabled by default.
Tips and Considerations
- When project accountants adjust an expenditure item, they may not realize that it’s already invoiced. When they make the adjustment, a message is displayed warning them that a credit memo could be issued as a result. They can then decide whether to proceed with the adjustment. This feature helps ensure accuracy in customer billing.
- Release Training for Release 11: Oracle Project Portfolio Management Cloud: Oracle Fusion Project Portfolio Project Costing Usability Enhancements
Support Coexistence Between Oracle Fusion Project Costing and External Applications
Extract cost and cross-charge distribution lines when you perform accounting in an external application.
The following screen captures illustrate the feature and its benefits.
Extract cost and cross-charge transactions by period and extract new transactions incrementally
This feature is enabled by default.
Tips and Considerations
- You can export cost transactions from Oracle Fusion Project Costing so they can be accounted in an external application.
- Using two new scheduled processes, you can export cost and cross-charge distributions for a selected business unit and period. The distribution lines are exported into a CSV file along with more than 80 project, task, and transaction attributes that can be used to create the accounting. The names of the processes are Extract Cost Distributions for External Accounting and Extract Cross-Charge Distributions for External Accounting.
- When you submit the processes, you can also choose to export original distributions, adjustment distributions, or all distributions. This is especially important if you’ve already accounted the original transactions and only want to account adjustments made in Oracle Fusion Project Costing. You can also choose to export only distributions that have never been extracted before, which helps ensure all transactions are exported and that they’re only exported once.
- To help you with reconciliations, a new Export Status attribute is available in the Project Costing – Actual Cost Real Time subject area. You can use this attribute for reconciliation by filtering transactions that have or have not been extracted.
Key Resources
- Release Training for Release 11: Oracle Project Portfolio Management Cloud: Oracle Fusion Project Portfolio Project Costing Usability Enhancements
Transfer Individual Cost Transactions to Oracle Fusion Assets
Transfer asset lines at the same level of detail as the cost transaction when selecting the expenditure item grouping method. Subsequent cost adjustments are also transferred as new additions.
The following screen capture illustrates the feature and its benefits.
Add new Asset Line Grouping Method for expenditure items and send the lowest level of detail of each expenditure item to Oracle Fusion Assets as an adjustment or new addition
- Navigate to the Setup and Maintenance work area.
- Search for the Manage Project Types task.
- Select a Project Type and select the Capitalization Options tab.
- Select the Asset Line Grouping Method.
- Select to export expenditure items to Oracle Fusion Assets as new additions, or as merged additions.
Tips and Considerations
- A new Asset Line Grouping Method is available to group capital costs by expenditure item. You can now send cost information to Oracle Fusion Assets at the lowest level of granularity, which provides better traceability of asset costs. You can also choose to create a new asset for each expenditure item or to adjust an existing asset.
- Release Training for Release 11: Oracle Project Portfolio Management Cloud: Oracle Fusion Project Portfolio Project Costing Usability Enhancements
Oracle Fusion 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.
Create Contracts From External Applications with Web Services
Use the Project Contract web service to simplify integration with external applications. Automate the creation of contracts, bill plans, revenue plans, associated projects, and billing controls from your existing applications.
The Project Contract web service has the following operations:
- createContract
- updateContract
- updateContractToActive
- getContract
- deleteContract
- mergeContract
- mergeContractInAllStatus
- findContract
The following screen capture illustrates the feature and its benefits.
Review the contract service information in the Oracle Enterprise Repository
Steps to Enable
Review information regarding the service in the Oracle Enterprise Repository to learn more about how to use the service:
- Access the Oracle Enterprise Repository.
- Enter Contract as the search term.
- Select ADF Service as the type, 11.1.11.0.0 as the version and Projects as the product family.
- Click Search.
- Select the row with the service.
- Review the service details.
Tips and Considerations
- You can use the web services to create, update, or delete a single project contract or many project contracts in one go. Web services will validate all data as if it had been entered online.
Key Resources
- Oracle Enterprise Repository > ADF Service > Contract
Create Project Billing Events with a File-Based Data Loader
Use a Microsoft Excel template to quickly and efficiently create project contract billing events. For example, you can use this approach during the initial data migration to capture the project contract billing events from an external application.
The following screen capture illustrates the feature and its benefits.
Contract Billing Event .xlsm template
Steps to Enable
Assign the Run Import Project Billing Events Process privilege (PJB_RUN_IMPORT_PROJECT_CONTRACT_BILLING_EVENTS_PROCESS_PRIV) privilege that rolls up to the Project Accountant, Project Billing Specialist, Project Application Administrator, and Project Integration Specialist job roles to use this feature.
Review information regarding the file-based data import in the Oracle Enterprise Repository to learn more about how to use the data import:
- Access the Oracle Enterprise Repository.
- Enter Contract Billing Event as the search term.
- Select File Based Data Import as the type.
- Click Search.
- Select the row with the Contract Billing Event data import.
- Review the data import details.
Tips and Considerations
- You can use the file-based data import to create a single project contract billing event or many project contract billing events in one go. The file-based data import will validate all data as if it had been entered online.
Key Resources
- Oracle Enterprise Repository > File Based Data Import > Contract Billing Event
Create Project Contract Billing Details with a File-Based Data Loader
Use a Microsoft Excel template to quickly and efficiently create project contracts, contract lines, bill plans, and revenue plans, billing controls, and associated projects. For example, you can use this approach during the initial data migration to create contracts from an external application.
The following screen capture illustrates the feature and its benefits.
View Contract Import information in the Oracle Enterprise Repository
Steps to Enable
Review information regarding the file-based data import in the Oracle Enterprise Repository to learn more about how to use the data import:
- Access the Oracle Enterprise Repository.
- Enter Contract as the search term.
- Select File Based Data Import as the type.
- Click Search.
- Select the row with the Contract Import data import.
- Review the data import details.
Tips and Considerations
- You can use the file-based data import to create a single project contract or many project contracts in one go. The file-based data import will validate all data as if it had been entered online.
Key Resources
- Oracle Enterprise Repository > File Based Data Import > Contract
Create Project Contract Revenue Accounting Entries Using Additional Sources
Derive the revenue account based on user-defined attributes on the expenditure item, salesperson revenue account, item sales account, or transaction type revenue account in Oracle Fusion Receivables.
The following screen capture illustrates the feature and its benefits.
Utilize Salesperson Revenue Account in an Account Rule
Steps to Enable
- The additional accounting sources must be added to account rules in subledger accounting.
Tips and Considerations
- The salesperson revenue account, item sales account, and transaction type revenue account sources can be used directly in Segment type account rules.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11
Enhanced Limit Checking for Credit Memos
Optimize contract funding utilization by reducing funds consumption and increasing funds availability caused by credits.
The following screen capture illustrates the feature and its benefits.
Contract and contract line billing controls manage funds available for soft and hard limit checking
Steps to Enable
This feature is enabled by default.
Tips and Considerations
None.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11
Enhancements for Managing Project Contracts
Billing specialists benefit from the following usability enhancements:
- Update bill-to customer information on the contract header that overrides the bill-to customer on the bill plan.
- Create a single intercompany contract line to bill all cross-charge projects owned by the receiver.
- Efficiently review bill plan rate overrides by using advanced search capabilities.
- Accurately define sales credits by an effective date range.
The following screen captures illustrate the feature and its benefits.
Update bill-to account on contract header will update the bill plan
Create a single intercompany contract line for all projects for a receiver business unit
Specify start and end dates for sales credits.
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- Changes to the bill-to customer on the contract header can now optionally be copied to existing bill plans. If billing between the provider and receiver is identical for all projects owned by the receiver, then a single intercompany contract line can used be for an entire receiver business unit, rather than a single receiver project. Sales credits with a Quota Sales Credit type must now total 100% across the entire contract start and end date range.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11
Improve Audit Reporting for Contract Revenue and Invoices
Use the additional attributes available for last update date, last updated by, creation date, and created by, for revenue and invoices, to monitor when someone last managed revenue and invoices.
The following screen capture illustrates the feature and its benefits.
Attributes available in the Project Invoices work area
Steps to Enable
- Select the Record Information attributes you want to appear from the View menu on the Invoices and Revenue work areas.
Tips and Considerations
- The selections aren't applied for other users.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11
Provide View-Only Access to Revenue and Invoices
Create roles to enable users to view the invoice and revenue work areas using the new privileges such as, View Project Contract Invoice and View Project Contract Revenue, based on your business needs to avoid providing update access to auditors and stakeholders.
The following screen capture illustrates the feature and its benefits.
Privileges available for providing read-only access to project contract revenue and invoices
Steps to Enable
Assign the View Project Billing Event privilege (PJB_VIEW_PROJECT_BILLING_EVENT_PRIV) and View Project Contract Revenue (PJB_VIEW_PROJECT_CONTRACT_REVENUE_IN_WORK_AREA_PRIV) privileges that rolls up to the project accountant job role to use this feature.
- Add the required privileges to the roles you create for auditors and stakeholders.
Tips and Considerations
None.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11
Review and Approve Project Billing Invoices
Examine invoices and track aged receivables and remaining funding for projects. Project managers can review billing invoices for a project, including transactions details and estimated tax, and quickly decide whether to approve or reject each invoice.
The following screen captures illustrate the feature and its benefits.
Project managers can drill down into invoice details and take action
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- The Manage Project Invoices page is available to help you review and approve invoices for a project in a single interface. You can review the Awaiting Action, Receivables, and Funding scorecards to gain immediate insight into the financial health of your project. An enhanced list view design allows you to review project invoices with key information at the forefront and invoice status clearly marked. A new filtering mechanism provides an improved experience, giving you the power to execute a search in a single click. You can quickly approve or reject invoices or drill down to see more invoice details.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11
Review Estimated Invoice Tax in Notifications
Invoice approvers can now review estimated tax for the invoice in e-mail notifications before approving the invoice.
The following screen capture illustrates the feature and its benefits.
Invoice Approval E-mail Notification Displaying Tax
Steps to Enable
This feature is enabled by default, if you are using e-mail notifications for invoice approvals.
Tips and Considerations
- Taxes on project contract invoices are estimates only to assist in the review and approval of these invoices.
Key Resources
Support Coexistence Between Oracle Fusion Project Billing and External Applications
Extract project billing invoices and revenue when you perform accounting in an external application.
You can export revenue distributions from Oracle Project Billing Cloud so they can be accounted in an external application. You can export released invoices from the Oracle Project Billing Cloud so they can be integrated with an external application.
The following screen captures illustrate the feature and its benefits.
Submit the Export Revenue Details or Export Invoice Details to facilitate coexistence
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- The Export Revenue Details process allows you to extract revenue for a business unit and range of contracts, for a specific billing type; External, Intercompany, or Interproject. The details are exported into a CSV file along with a number of contract, project, task, and transactions attributes that can be used to create the revenue accounting in the external application.
- The Export Invoice Details process you to extract invoice for a business unit and range of contracts, for a specific billing type; External, Intercompany, or Interproject. The details are exported into a CSV file along with a number of invoice attributes that can be used to create the receivables invoices and invoice accounting in the external application.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11
Oracle Fusion Project Control provides full-function project planning, progress management, budgeting and forecasting, as well as delivered integration to Microsoft Project.
Create Budgets From External Applications with Web Services
Use the Project Budget web service to simplify integration with external applications and automate the creation of budgets from your existing applications.
Create project budgets by defining amounts at the periodic level for each plan line in the budget, or by directly defining amounts at the plan line level. You can create a project budget as a working version, or set it to baseline.
The following screen capture illustrates reviewing the Project Budget service information in the Oracle Enterprise Repository.
View Information in the Oracle Enterprise Repository
Assign the Manage Project Financial Plans Service privilege (PJO_MANAGE_PROJECT_FINANCIAL_PLANS_SERVICE_PRIV) to the Project Integration Specialist job role to use this feature.
Review information regarding the service in the Oracle Enterprise Repository to learn more about how to use the service:
- Access the Oracle Enterprise Repository.
- Select ADF Service as the type, 11.1.11.0.0 as the version and Projects as the product family.
- Click Search.
- Select the row for the Project Budget service.
- Review the service details.
- None
- Release Training for Oracle Fusion Project Control Enhancements: Enhanced Usability on Financial Project Plan and Budget
Create Forecast Versions with a File-Based Data Loader
Use a Microsoft Excel template to quickly and efficiently create forecasts. For example, you can use this approach during initial data migration to create forecasts from an external application. It can be used to bring in legacy data from other applications into Oracle Fusion Project Control.
You can specify the forecast details using the Microsoft Excel workbook, load it into the interface table, and then import it into the application.
The application validates data during import.
The following screen capture illustrates the Excel worksheet for the file-based data loader which is used to upload the project forecasts.
The following screen captures illustrate reviewing the Project Forecast file-based data loader information in the Oracle Enterprise Repository.
View Information in the Oracle Enterprise Repository
This feature is enabled by default.
Assign the Run Import Project Forecasts Process privilege (JO_RUN_IMPORT_PROJECT_FORECASTS_PROCESS_PRIV) that rolls up to the Project Integration Specialist job role to use this feature.
To use this feature, you must:
- Install the ADFdi Microsoft Excel Runtime Client.
- Enable the lowest security settings for Microsoft Excel in Excel Options > Trust Center > Trust Center Settings > Macro Settings.
To download the Microsoft Excel workbook:
- Access the Oracle Enterprise Repository.
- Select File-Based Data Import as the type, 11.1.11.0.0 as the version and Projects as the product family.
- Click Search.
- Select the row for the Project Forecast Import.
- Download the XLSM template from the Details tab.
- Release Training for Oracle Fusion Project Control Enhancements: Enhanced Usability on Financial Project Plan and Budget
Enhancements for Managing Financial Project Plans
Increase the productivity of project managers while managing financial project plans:
- Assign multiple planning resources to tasks by allocating quantities for each resource assigned to a task.
- Efficiently update multiple planned quantities for existing resource assignments.
- Select how to distribute quantities from the current period among planned resources while converting unplanned resources to planned.
The following screen captures illustrate the feature and its benefits.
Assign multiple planning resources by allocating quantities for each resource assigned to a task
Update multiple planned quantities for existing resource assignments
Convert unplanned resources to planned
This feature is enabled by default.
- You must have the project manager or project administrator role to access these features.
None.
Perform Adjustments on Control Budgets
Manage control budget adjustments including control budget amounts, control levels, and project managers. Preview control budget amount changes before setting the project budget to baseline.
The following screen capture illustrates the feature and its benefits.
Change the control level from the planning options on the Edit Version page
This feature is enabled by default.
None.
None.
Streamline Budget Creation User Experience
Use the default financial plan type to streamline and optimize budget creation. Leverage a new setting to automatically create the budget with minimum number of steps.
The following screen capture illustrates the financial plan type settings that allow you to create the budget with minimum number of steps.
Review the financial plan type settings
This feature is enabled by default.
- Define a default financial plan type.
None.
Oracle Fusion Project Foundation includes common components that are shared across products within Oracle Fusion Project Portfolio Management. It includes the basic project plan structure and components such as resource breakdown structures, rate schedules, pricing, burdening, and cross-charge processing.
Calculate Units When Importing New Resource Assignments in Microsoft Project
Allow Microsoft Project to calculate dates, work, or units during the import of new resource assignments from the financial project plan. For example, if you choose to calculate units, the dates and work are used in Microsoft Project to calculate the units.
Immediately after importing a new project or template into Microsoft Project, the schedule may not match the project plan in Oracle Fusion Project Control. These differences occur because Microsoft Project calculates the schedule using resource calendars and other options that aren’t available in Oracle Fusion Project Control. Scheduling is based on a relationship between dates, work, and units. Microsoft Project accepts two of these values during import and then calculates the third value in compliance with its scheduling rules.
In Release 11, you now have the option to import assignment dates and work while letting Microsoft Project calculate the units. This feature helps ensure that when you initially import a project or template, it’s as close as possible to the project or template in Oracle Fusion Project Control.
The following screen capture illustrates the new option available when importing new resource assignments.
Scheduling Option Available When Importing New Task Assignments
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- Select Calculate Units to most closely match the dates and work from the project plan in Oracle Fusion Project Control.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Foundation Enhancements: Usability Enhancements
Deliver Predefined Values for Setup Objects
Minimize the time required to set up your application by using predefined values for revenue categories, financial plan types, project plan types, revenue methods, invoiced methods, billing cycles, and event types. These predefined values are commonly used values based on industry best practices; however, you can easily disable any value that isn’t applicable to your organization.
The following screen capture illustrates the predefined financial plan types.
Predefined financial plan types
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- Disable any values that aren’t applicable to your organization.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Foundation Enhancements: Rapid Implementation
Enhanced Control for Creating Non-Billable Tasks
Increase control of creating non-billable financial tasks through the introduction of a new security privilege for the project manager role. Controlling the ability to create a non-billable task provides better control over project revenue and profitability.
The following screen capture illustrates that the billable indicator can’t be modified without the new privilege.
Disabled Billable indicator on the Manage Financial Project Plan page
Steps to Enable
This feature is enabled by default.
Assign the Manage Project Task Structure for Nonbillable Tasks privilege (PJF_MANAGE_PROJECT_TASK_STRUCTURE_FOR_NONBILLABLE_TASKS_PRIV) that rolls up to the Project Administrator, Project Team Member, Project Management Duty, and Project Creator to job roles to use this feature.
Tips and Considerations
- You can create a new custom role without the privilege to restrict the creation of nonbillable tasks.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Control Enhancements: Enhanced Usability on Financial Project Plan and Budget
Implement Project Hierarchy-Based Security for Project Executives
Designate who can view information at each level of the project hierarchy to control reporting visibility across the organization. Application administrators can assign and remove owners and viewers to each element within the enterprise project structure. Owners can, in turn, manage the viewers for their elements.
The following screen captures illustrate the feature and its benefits.
View labor demand for project executives on the Project Hierarchy Dashboard
Add participants with different levels of access using the Manage Participants window
Steps to Enable
- This feature is enabled by default. You must set up the project structure of your enterprise and run the Update EPS Data process to view data on this dashboard. See the help topic, Setting Up your Enterprise Project Structure: Procedure, for setting up your enterprise project structure.
Tips and Considerations
- You must have project executive access to view this dashboard.
Key Resources
- Help Topic: Enterprise Project Structures: Explained
- Help Topic: Setting Up your Enterprise Project Structure: Procedure
Leverage a Common Project Definition for Work Plan and Financial Planning
Quickly create a project with minimal information for initial planning, staffing, and scheduling purposes. When you’re ready to move ahead on the project, optionally enable financial management capabilities for the project to collect costs, generate budgets and forecasts, and bill customers. For example, create projects for sales opportunities with no financial impact, and when the opportunity matures, enable financial management capabilities for the project.
For example, as a project manager, you can create projects for sales opportunities with no financial impact from within the Project Management work area. When the opportunity matures, the project administrator can then enable it for financial management from within the Project Financial Management work area. Alternatively, if you know from the beginning that you plan to manage the financial aspects of the project, then the project administrator can create the project from within the Project Financial Management work area.
The following screen captures illustrate this feature.
Create a project for planning and scheduling
Enable a project for financial management
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- Work plan templates can contain both financial tasks and tasks for planning and scheduling purposes.
- All projects are immediately available for planning and scheduling on the Manage Project Plan page in the Project Management work area. You can then choose which projects to enable for financial management and when to enable financial management.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhanced Project Lifecycle
Leverage a Single Project Status Lifecycle for Work and Financial Planning
Leverage a single set of statuses for all projects to track the project lifecycle. Use the set of predefined statuses for all projects across all business and project units, and create user-defined statuses.
For the Project Management Office, you can use consistent statuses. You can use a single set of statuses across the project life cycle and, during implementation, optionally create additional statuses to adapt to your individual business needs.
The following screen capture illustrates this feature.
Manage predefined and user-defined project statuses
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- The predefined statuses are Draft, Rejected, Submitted, Active, Pending Close, and Complete. You can optionally create new project statuses to represent your project lifecycle.
- For customers upgrading from an earlier release, the new statuses Draft and Active statuses are automatically added. If you previously created custom statuses named Draft or Active, the new statuses are named Draft_1 or Active_1. You can inactivate the predefined statuses at any time.
- The Unapproved system status was renamed Draft, and the Approved system status was renamed Active.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhanced Project Lifecycle
Maintain Financial Tasks in a Detailed Project Work Plan
Create financial tasks in the project work plan and add detailed non-financial tasks for planning and scheduling purposes. Manage key financial task attributes, including specifying whether a task is billable and chargeable, while planning and scheduling the work on the project. Include financial tasks on work plan templates to accelerate project creation.
As you start planning your project, you start by building out the tasks required for your financial management purposes. For example, add tasks that you need for collecting costs, generating revenue, budgeting, and forecasting. Within the project plan, you can maintain key financial task attributes such as whether a task is billable or chargeable and specify the task numbers. Then you can optionally continue adding more granular tasks specifically to manage and schedule the project work.
If you know that you will always track a particular set of financial tasks in your project, you can add them to your work plan template.
The following screen capture illustrates the feature and its benefits.
Manage financial tasks on the Manage Project Plan page
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- The application provides a default task number for each task, but you can change that number. To edit task numbers on the Manage Project Plan page, from the Action menu, select the Manage Columns option and select the Task Number column.
- When you create a financial task, it’s automatically available on both the Manage Project Plan page and the Manage Financial Plan page. You can add as many subtasks under a financial task for planning and scheduling as you need to manage your project work on the Manage Project Plan page.
- You can include financial tasks on your work plan templates to decrease the time it takes to build out your projects.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhanced Project Lifecycle
Manage Project Finances and Execute Projects in a Single Work Area
Perform all project work from a single work area, including project planning and scheduling, staffing the project, managing project finances, and tracking performance. After selecting a project, the project manager can perform all necessary actions relevant to a project to keep the project on schedule and within budget.
As a project manager, you can perform all project work from a single, simple, and intuitive work area. For example, you can:
- Plan the project work with the help of work plan templates.
- Collaborate with project team members to build out the plan.
- Schedule tasks quickly and intuitively with the interactive Gantt chart.
- Manage project financial plans, budget, and forecast.
- Review actual and committed costs, and adjust cost transactions as billable or nonbillable.
- Preview, approve, and reject project invoices.
- Monitor project financial health, including KPI trends.
The following screen capture illustrates this feature.
Select tasks from the Actions panel tab to manage all aspects of a project
Steps to Enable
This feature is enabled by default.
Assign the View My Assigned Projects privilege (PJF_VIEW_MY_ASSIGNED_PROJECTS_PRIV) that rolls up to the Project Management Duty and Project Execution job roles to use this feature.
Tips and Considerations
- The Actions panel tab only contains financial options for projects enabled for financial management. You must also have the appropriate security to access the financial options.
- After you plan the project, you can select the action to Update Financial Project Plan and Progress from the Actions menu on the Gantt table. For more information, see the feature Update the Financial Plan and Progress from the Project Plan in this document (listed under Project Management).
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhanced Project Lifecycle
Manage Projects Using a Representational State Transfer (REST) Service
Create and maintain projects from any third-party application using a Representational State Transfer (REST) web service. Create projects with a minimum set of attributes, such as a project name, start date, and project manager. Optionally specify a project template to manage the financial aspects of the project. Projects created without a project template are available for planning and scheduling, while projects with a template are also available for financial management purposes, such as tracking costs and generating invoices.
Using the REST web service, you can view, create, and update:
- Projects
- Tasks
- Team members
- Labor resource assignments
- Expense resource assignments
- Project opportunities
- Project customers
Additionally, you can also delete project tasks.
The following tables illustrate the REST service request payload to create a project and the generated response.
| { "ProjectName": "Project_1", "SourceTemplateId": 100000019578034, "SourceTemplateName": "T, Consulting & Construction (VO)", "ProjectStatus": "Approved", "ScheduleName":"PJT Standard US Calendar" } |
Request payload to create a project with project name, status, and project template
| { BusinessUnitId: 204 BusinessUnitName: null ExternalProjectId: null HoursPerDay: null LegalEntityId: 204 LegalEntityName: null OwningOrganizationId: 204 OwningOrganizationName: null ProjectCalendarId: 300100010293735 ProjectCalendarName: null ProjectCurrencyCode: "USD" ProjectDescription: "Contract and Capital Template with same line burdening" ProjectEndDate: null ProjectId: 300100074907364 ProjectManagerEmail: null ProjectManagerName: null ProjectManagerResourceId: null ProjectName: "Project_1" ProjectNumber: "300100074907364" ProjectPriorityCode: null ProjectStartDate: "2015-12-02" ProjectStatus: "Approved" ProjectStatusCode: "APPROVED" ProjectTypeId: 100000010019070 ProjectTypeName: null ProjectUnitId: 100010023900163 ProjectUnitName: null SourceApplicationCode: "ORA_PROJECT_SERVICE" SourceProjectReference: null SourceTemplateId: 100000019578034 SourceTemplateName: "T, Consulting & Construction (VO)" … } |
Receive the response for the request payload
This feature is enabled by default.
Assign the Manage Project Service privilege (PJF_MANAGE_PROJECT_SERVICE_PRIV) and View Project Service privilege (PJF_VIEW_PROJECT_SERVICE_PRIV) that roll up to the Project Application Administrator and Project Integration Specialist job roles to use this feature.
- Use the batch payloads to create or update multiple projects, tasks, team members, labor resource assignments, expense resource assignments, opportunities, and customers.
- The REST API for Oracle Project Portfolio Management Cloud document on Oracle Help Center includes the overview of REST web services and the technical details of the REST APIs that you can implement.
Perform Rapid Implementation of Project Financial Management Applications
Rapidly implement the Project Financial Management applications by entering and uploading key setup data using Microsoft Excel. The setup includes all key business objects, including business unit options, organizations, resources, burdening, and subledger accounting. After uploading the workbook, the application is fully configured and ready for you to create project templates and to enter transactions. You can load the workbook multiple times during the initial implementation until your setup is finalized. If you need to modify the default settings, you can easily adjust them in the Setup and Maintenance work area. With this new tool, the implementation of the Project Financial Management applications has gone from weeks to days.
The following screen captures illustrate the feature and its benefits.
Rapid Implementation Task List
Options in the Rapid Implementation Workbook
Worksheet for the Planning Resource Breakdown Structure
Steps to Enable
This feature is enabled by default.
Assign the Manage Project Financial Management Configuration for Rapid Implementation privilege (PJF_MANAGE_PROJECT_FINANCIAL_MANAGEMENT_CONFIGURATION_FOR_RAPID_IMPLEMENTATION_PRIV) that rolls up to the project application administrator job role use this feature.
Tips and Considerations
- You must set up charts of accounts, legal entities, ledgers, and business units as part of the Project Financial Management offering before using the rapid implementation spreadsheets.
- The task list Define Project Financial Management Configuration for Rapid Implementation is not part of the Project Financial Management offering. You must search for the task list in the Setup and Maintenance work area.
- You can load the workbook multiple times during the initial implementation, but you should not use it for ongoing maintenance. The loading process automatically populates many settings behind the scenes. If you try to use the spreadsheet for ongoing maintenance, changes made after the initial implementation could be lost without warning. You should perform all ongoing maintenance in the Setup and Maintenance work area.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Foundation Enhancements: Rapid Implementation
Quickly Find and Select Persons Using Autocomplete
As you enter a person's name, the application suggests persons whose last names or first names start with the letters you entered. Select a suggested name from the list or press Tab to select the person when a single person is suggested. You can differentiate people in the suggestion list by their e-mail address.
The autosuggest drop down contains person name, job and e-mail address.
The following screen capture illustrates the feature and its benefits.
Use the autosuggest drop down to quickly find and select a team member
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- The name displayed in the autosuggest dropdown is in the List Name format, which is set up in Oracle Fusion HCM using the Manage Person Name Formats task.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Foundation Enhancements: Usability Enhancements
Set Up Project Organizations Without Hierarchies
Optionally implement Project Financial Management applications without organization hierarchies. When hierarchies are not used, all project and task owning organizations, and expenditure organizations are available across business units.
Making the hierarchy optional simplifies the setup when your organization structure is not complex and when you don’t need the advanced hierarchy functionality for pricing, burdening, and capitalized interest. Without a hierarchy, you can still define pricing rules and burden multipliers for each organization or across all organizations.
The following screen capture illustrates the selection of the organization hierarchy type.
Select an Organization Hierarchy Type of None. if you don’t want to use organizations
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- You must use organization hierarchies if you need to capitalize interest on capital projects. Capital interest functionality is only available with a hierarchy.
- As your organization structure and requirements become more complex, you can switch to an organization or department hierarchy, as long as you ensure that all existing organizations are included in the new hierarchy.
- If you already use a hierarchy, you can simplify your setup by switching to no hierarchy.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Foundation Enhancements: Rapid Implementation.
Specify Service Type and Work Type While Creating Tasks with a File-Based Data Loader
Enter the service type and work type when you create tasks with the file-based data loader. Work type and service type are important attributes that help you to manage and report on project tasks.
Addition of these attributes in the Project Tasks worksheet of the file-based data import template minimizes manual entry after the tasks are created.
The following screen capture illustrates the service type code and work type attributes in the Project Tasks worksheet.
View Service Type Code and Work Type columns on the File-Based Data Import template
This feature is enabled by default.
None.
None.
Oracle Fusion Grants Management provides a robust and integrated solution for managing the complete post-award lifecycle. Integration with the ERP Cloud provides unprecedented efficiency and data accuracy. Grants related transactions are fully validated at the point of entry, ensuring that a 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 reporting platform is available to track all grant funding and expenditures.
Account Sponsored Project Transactions Using Award Attributes
Ensure proper accounting by specifying account rules based on award attributes including award organization, award type, and user-defined attributes, to generate account journals for both direct and indirect costs.
You can derive accounts for sponsored project transactions using award attributes across applications such as Procurement, Payables, and Project Costing, to enable consistent account derivation.
You can use award-related sources as:
- Input sources for mapping sets
- Values for account rules priorities
- Part of account rule conditions
The following screen captures illustrate the feature and its benefits.
Create account rules as input sources for mapping sets
Assign values for account rule priorities
Create a mapping set based on award attributes
Steps to Enable
- Navigate to the Setup and Maintenance work area.
- Search for and enable the following tasks associated with the setup:
- Define Transaction Accounting for Procurement
- Define Subledger Accounting for Invoicing and Payments
- Define Subledger Accounting Rules for Project Financial Management
Tips and Considerations
None.
Key Resources
- White paper for Transaction Account Builder for Oracle Fusion Procurement
- Release Training for Release 11: Oracle Procurement Cloud: Oracle Fusion Purchasing Enhancements: Grants Management Integration
Approve Sponsored Project Transactions Using Award Attributes
Effectively route approvals of sponsored project expense reports, requisitions, and purchase orders to appropriate personnel based on award attributes. For example, send requests for supplies or equipment to the principal investigator of the award for review and approval.
The following screen capture illustrates the feature and its benefits.
Manage requisition and purchasing approvals
Steps to Enable
- Navigate to the Setup and Maintenance work area.
- Search for and enable the following tasks associated with the setup:
- Manage Requisition Approvals
- Manage Purchasing Document Approvals
Tips and Considerations
None.
Key Resources
- Whitepaper for Setting up Document Approvals for Oracle Fusion Procurement.
- Release Training for Release 11: Oracle Procurement Cloud: Oracle Fusion Purchasing Enhancements: Grants Management Integration
Create Sponsored Project Requisitions and Purchase Orders with a File-Based Data Loader and Services
Use a Microsoft Excel template to quickly and efficiently create project requisitions and purchase orders using the file-based data loader in Oracle Fusion Procurement. Alternatively, use services to simplify integration and automate the creation of project requisitions and purchase orders from external applications.
The following screen capture illustrates the feature and its benefits.
Import procurement transactions with award information
Steps to Enable
None.
Tips and Considerations
None.
Key Resources
- Download the File-Based Data Import templates for purchasing and self-service procurement from Oracle Enterprise Repository.
- Release Training for Release 11: Oracle Procurement Cloud: Oracle Fusion Purchasing Enhancements: Grants Management Integration
Report Indirect Cost as Direct Cost in Federal Financial Reports
Easily report fringe benefit costs as direct costs in the Federal Financial Report. Specify other indirect costs as direct costs for reporting purposes.
In the following example, the indirect (burden) cost Fringe is included in the Cash Disbursements (column 10 a) and only the other indirect cost Overhead is reported in the Indirect Expense (column 11).
The following screen captures illustrate the feature and its benefits.
Import procurement transactions with award information
Report Fringe as Direct Cost in the Federal Financial Report
Steps to Enable
- Navigate to the Setup and Maintenance work area.
- Search and select the Manage Burden Cost Codes task.
- Indicate if burden cost code should be reported as direct cost in the Federal Financial Report using Report as Direct Cost as seen below.
Tips and Considerations
None.
Key Resources
None.
Oracle Fusion 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, manage changes, and monitor the status of the project to ensure that objectives are realized.
Analyze and Take Action on Project Milestones
Analyze milestones for your projects in a timeline view to immediately see the milestones that are past due and those requiring action. Take action to set milestones as complete.
You can now analyze project milestones in a timeline view on the new Project Milestones page. This helps you view milestones from multiple projects at the same time without navigating to each one separately. Filtering on milestone status allows the project manager to focus on milestones that are past due, coming due, or are unscheduled. Use the Project Milestones page to mark milestones as complete and ensure accountability within teams.
The following screen capture illustrates the Analyze and Take Action on Project Milestones feature.
View project milestones on the timeline according to their completion dates
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- To navigate to the Project Milestones page, from within the Project Management work area, select the My Projects option from the task panel drawer and then select the second tab on the left-hand side of the page.
- You can mark a milestone as complete or select the milestone name to navigate to the Manage Project Plan page.
- Unscheduled milestones appear on the current date.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhancements to Effectively Executing Projects
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhanced Project Lifecycle
Analyze Project Change Orders Using Oracle Transactional Business Intelligence
Analyze project change order details such as status, priority, and impact assessments using the Project Management - Change Management Real Time subject area for project managers and team members in Oracle Transactional Business Intelligence.
The Project Change Management - Real Time subject area helps project managers, change order owners, creators, and assigned participants to evaluate, follow up, and keep track of change orders. For example, you can group change orders by project and track the ones that are pending for impact assessments, reviews, approvals, and implementations. You can use predefined metrics to see the number of change orders that are closed, completed, or canceled in the last 30 days.
You can use predefined sample reports to highlight the various ways in which you might want to analyze your change order data. You can use the predefined reports or customize them to suit your specific needs.
The following screen capture illustrates the Analyze Project Change Orders Using Oracle Transactional Business Intelligence feature.
Create an analysis using the Project Management – Change Management Real Time subject area
Steps to Enable
This feature is enabled by default.
Tips and Considerations
The following sample reports are available in the Project Execution Sample Reports folder in the business intelligence catalog:
- Change Order Details: Displays the change order name, owner, priority, reason, status, stage, effort, and impact assessments by project.
- Change Orders by Participant Status: Displays the project, change order name, priority, status, stage, participant name, and participant status.
- Change Orders by Reason: Displays change orders by reason for change such as design or general modifications, budget or scope revisions, or schedule modifications.
- Change Orders Summary: Displays the number of change orders that are pending for impact assessments, reviews, approvals, or implementations by project.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Release Training for Oracle Fusion Project Management Enhancements: Efficiently Manage Change Orders
- Creating Analytics and Reports: http://docs.oracle.com/cloud/latest/projectcs_gs/FACRA/toc.htm
- Using Analytics and Reports: http://docs.oracle.com/cloud/latest/projectcs_gs/FAUAR/toc.htm
Analyze Project Requirements Using Oracle Transactional Business Intelligence
Analyze project requirements and backlog items using the Project Management - Requirements Real Time subject area for project managers in Oracle Transactional Business Intelligence. Create reports to analyze data using dimensions such as requirement hierarchy levels, project, sprint, release, product, product owner, and scrum master. View details of backlog items, including user stories, story points, and acceptance criteria.
For example scrum masters can create a report to track the velocity of the scrum team over time. A product owner can create a report to see all of the future backlog items for a product to help with planning.
The following screen capture illustrates the Project Management - Requirements Real Time subject area feature. 
Creating an analysis using the Project Management – Requirements Real Time subject area
Steps to Enable
This feature is enabled by default.
Tips and Considerations
The following sample reports are available in the Project Execution Sample Reports folder in the business intelligence catalog:
- Backlog Completeness Check Analysis: The analysis displays the total number of the backlog items with exceptions under every requirement, for every product owner and scrum master.
- Backlog Item Sprint Velocity Analysis: Displays the total number of story points closed in every sprint for a release. This information helps the product owner plan new work for upcoming release.
- Backlog Items Status Analysis: Displays the total number of backlog items by status for every product owner and scrum master.
- Project Hours by Backlog Item Analysis: This analysis displays the effort in hours, actual hours and remaining hours for all backlog items.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhancements to Effectively Executing Projects
- Creating Analytics and Reports: http://docs.oracle.com/cloud/latest/projectcs_gs/FACRA/toc.htm
- Using Analytics and Reports: http://docs.oracle.com/cloud/latest/projectcs_gs/FAUAR/toc.htm
Analyze the Product Backlog Burnup and Sprint Velocity in the Requirements Work Area
Monitor sprint velocity and track product backlog burnup graphically in the Requirements work area. Use the View Requirements Analytics page to view the graphs and set filters to analyze the progress from sprint to sprint.
The Sprint Velocity graph charts the story points of achieved backlog items per sprint in Agile environments. It also calculates the average number of story points you can achieve in one sprint. The graph is most useful when you have consistent sprints and uniformly apply story point determination across all backlog items. The product backlog burnup chart represents the completion status of backlog items within sprints. The completed story points appear green, and the pending backlog items appear red. The dotted velocity trend line indicates the estimated time of completion. This helps in providing an Agile team a holistic idea of how much work can be taken per sprint.
The following screen capture illustrates the product backlog burnup chart feature.
Product Backlog Burnup Chart
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- Ensure that backlog items have story points and a sprint assigned. For future backlog items, you can always create a “Future Sprint” with a date in the future to hold backlog items awaiting sprint assignments during the sprint planning meeting.
- Backlog items with the status of Done show as achieved, while backlog items with the status of Draft or Ready, or a user-defined status, show as remaining. Obsolete backlog items are not tracked on this graphic.
Key Resources
- Related Help Topic: Sprint Velocity: How It’s Calculated
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhancements to Effectively Executing Projects
Assign Multiple Labor Resources to Project Tasks
Staff multiple labor resources on project tasks for quick project planning and to meet your project goals. Maintain short and crisp project plans by assigning multiple labor resources to tasks. Hover on the Resource column to quickly view all the resource assignments for a task. The primary resource for a task can report progress and propose new dates or effort needed to complete the task. Other resources assigned on the task can view the task details in read-only mode.
The new and updated user interface enables project managers to seamlessly view all the resource assignments for a task. After you assign a task to a resource, the primary resource can enter progress on tasks for themselves and the other resources assigned to the same task.
The following screen capture illustrates the Assign Multiple Labor Resources to Project Tasks feature.
Manage labor resources on the Manage Project Plan page
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- When you add another resource to the task, the application obtains the resource’s allocation from the value defined on the Manage Project Resources page. The application distributes the effort across the resources in the ratio of their allocation on the project and then calculates the finish date and duration of the task based on new effort, allocation, and project calendar.
- The task dates determine when each resource is working on the task. If you need to have resources working on different dates, then you can create subtasks to divide the effort.
- If you remove a resource from a task, then the application redistributes the effort amongst the remaining resources and recalculates the finish date and duration of the task. If the task is already in progress, then the remaining effort is redistributed.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhancements to Effectively Executing Projects
Associate Project Tasks with Work Items Within Oracle Fusion Innovation Management and Oracle Fusion Product Development
Product managers, product design managers, and product design engineers can create work items and monitor task progress without switching to the Project Management work area.
The tasks associated with a work item are now visible in Oracle Fusion Innovation Management and Oracle Fusion Product Development. Product managers can create a new task relationship or remove older ones on the relationship tables that appear on the pages for Proposal, Concept, Requirements Specification, and Item. You can see additional task details when you hover on the task.
Product lifecycle management is a collaboration of a number of different roles. The relationships table helps the product manager see related project tasks created by the project manager. The product manager can see all the related tasks, and view details of task dates, task resources, and progress without leaving the context of the work they’re performing.
The following screen capture illustrates the Associate Project Tasks with Work Items within Oracle Fusion Innovation Management and Oracle Fusion Product Development.
View the relationships table for the details of a proposal in Oracle Fusion Innovation Management
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- This feature enables the product manager to remain in the context of the work and quickly review project-related information.
- The project manager can also create the work item relationships from within the context of the project either from within the context of the task or on the Manage Work Items page for the project.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhanced PPM for PLM Projects
Automatically Update Work Item Version References
Automatically update draft work items to ensure that the work items are always associated with the latest version of a Concept, Proposal, or Requirements Specification. As the product manager creates new versions, the application automatically updates the version reference for the work item. All subsequent tracking of completion criteria will refer to the latest version.
The new enhancement ensures that the application always references the current version and doesn’t require manual monitoring.
The following screen capture illustrates the Automatically Update Work Item Version References feature.
Save new versions of a concept that has project task relationships
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- This feature applies to proposals, concepts, and requirement specifications in Oracle Fusion Innovation Management.
- You see the latest version when you navigate from the work item to view the details of a proposal, concept, or requirement specification.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhanced PPM for PLM Projects
Collaborate on Project Change Orders Using Oracle Social Network
Collaborate socially on change orders to track and discuss the impacts on project scope. Change order creators, owners, and other interested participants can start conversations and interact with each other using the integration with Oracle Social Network. Team members can collaboratively upload and review documents, highlight critical information, and communicate in real time to get change orders approved for faster implementation.
You can start, view, and contribute to change order conversations directly from the Edit Change Order page. You can add executives and other stakeholders who are not associated to the project to these conversations.
The following screen capture illustrates the Collaborate on Project Change Orders Using Oracle Social Network feature.
Start Oracle Social Network conversations for Change Orders
Steps to Enable
- To enable social collaboration for change orders and deliverables:
- Navigate to the Setup and Maintenance work area.
- Search for the Manage Oracle Social Network Objects for Project Execution Management task.
- Click the name hyperlink for the task.
- Expand the Project Management row.
- Select the Change Orders row.
- In the Attributes Detail region, select the Add icon.
- Select the attributes you want to enable and click OK. These attributes appear on the wall in Oracle Social Network when you start a conversation for a change order.
- Click Enable Object.
- Select either the Manual or Automatic option and click OK.
- Select Manual to let users decide whether to create a wall for a change order Oracle Social Network. Select Automatic to automatically create a wall for each change order in Oracle Social Network.
- Click Save.
- Wait for the Confirmation message to appear, and then click OK.
Tips and Considerations
- You can enable or disable attributes to share on the change order wall over time if your requirements change.
- When you synchronize business objects, you resend the definitions of business objects having the enablement option as Manual or Automatic to Oracle Social Network. Run the Synchronize process after you use customization sets to import the setup from the Manage Oracle Social Network Objects page in another environment. You can also run the process any time you want to synchronize the settings of business objects with Oracle Social Network without making any changes in the Manage Oracle Social Network objects page.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Release Training for Oracle Fusion Project Management Enhancements: Efficiently Manage Change Orders
Collaborate on Project Deliverables Using Oracle Social Network
Collaborate socially on project deliverables to track and discuss the outcome of project work. Using the integration with Oracle Social Network, deliverable owners, and other interested participants can start conversations and interact with other participants and interested parties. Team members can collaboratively upload and review documents, highlight critical information, and communicate in real time to get deliverables completed in time.
When leveraging the Oracle Social Network, you can interact with other team members on specific deliverables. For example, in directed conversations you gather feedback from all stakeholders on the test plan. You write your test plan document, upload it to Oracle Social Network and start a conversation and ask for feedback by a specific date. After the deadline is reached, you can incorporate their feedback into the document, and then republish it.
The following screen captures illustrate the Collaborate on Project Deliverables Using Oracle Social Network feature.
Start Oracle Social Network conversations for deliverables
Steps to Enable
- To enable social collaboration for deliverables:
- Navigate to the Setup and Maintenance work area.
- Search for the Manage Oracle Social Network Objects for Project Execution Management task.
- Click the name hyperlink for the task.
- Expand the Project Management row.
- Select the Project Deliverable row.
- In the Attributes detail region, click the Add Icon.
- Select the attributes you want to enable and click OK. These attributes appear on the wall in Oracle Social Network when you start a conversation for a change order.
- Click Enable Object.
- Select either the Manual or Automatic option, and click OK.
- Select Manual to let users decide whether to create a wall for a deliverable Oracle Social Network. Select Automatic to automatically create a wall for each deliverable in Oracle Social Network.
- Click Save.
- Wait for the Confirmation message to appear, and then select OK.
Tips and Considerations
- You can enable or disable attributes to share on the deliverable wall over time if your requirements change.
- When you synchronize business objects, you resend the definitions of business objects having the enablement option as Manual or Automatic to Oracle Social Network. Run the Synchronize process after you use customization sets to import the setup from the Manage Oracle Social Network Objects page in another environment. You can also run the process any time you want to synchronize the settings of business objects with Oracle Social Network without making any changes in the Manage Oracle Social Network objects page.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhancements to Effectively Executing Projects
Create Project Enterprise Expense Resources in Oracle Fusion from Oracle E-Business Suite Expenditure Types
As part of the Oracle Fusion Project Management setup, create project enterprise resources in Oracle Fusion Project Management based on the expenditure types in Oracle E-Business Suite.
In Oracle Fusion Project Management, you must set up the project enterprise resources to maintain a common set of resources between Oracle E-Business Suite and Oracle Fusion Project Management. You can create the expense resources in Oracle Fusion Project Management for all expenditure types in Oracle E-Business Suite.
The following screen captures illustrate the feature to create project enterprise expense resources in Oracle Fusion from Oracle E-Business Suite Expenditure Types.
Create an expense resource manually in Oracle Fusion Project Management
Steps to Enable
- You can create expense resources in Oracle Fusion Project Management using file-based data import, web services, or user interface or any combination of these.
- To create expense resources manually in Oracle Fusion Project Management:
- Navigate to the Setup and Maintenance work area.
- Search for the Manage Project Enterprise Resources task.
- Click the name hyperlink for the task.
- Click the Create icon.
- Change the Type to Expense.
- Deselect the Create from Expenditure Type option as you will not be creating these resources based on expenditure types in Oracle Fusion Project Foundation.
- Enter the name and description of the resource.
- Click Save and Close.
Tips and Considerations
- Ensure that the name of the expense resource in Oracle Fusion Project Management exactly matches the name of the expenditure type in Oracle E-Business Suite.
- Oracle Fusion Project Management only supports expense resources that use the Currency unit of measure.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Execution Management Enhancements: Coexistence with EBS Projects
Create Projects to Manage Sourcing Negotiations
Create a project from the context of a negotiation in Oracle Fusion Sourcing to track and manage work related to the negotiation. Drive task completion based on key events in the negotiation lifecycle and facilitate the collaboration of the entire negotiation team.
A strategic sourcing initiative contains multiple stages from spend analysis to contract award, and contract creation. Many organizations manage these stages as a project with numerous project members, tasks, and deliverables. Project management is often necessary to coordinate and execute on sourcing initiatives including managing tasks, allocating resources, and reporting on actual savings. Managing sourcing initiatives often requires coordination among various internal stakeholders such as category managers and suppliers.
You can:
- Manage strategic sourcing initiatives using a project plan
- Tie project task progress to negotiation events
- Add project resources as collaboration team members
The following screen captures illustrate the feature and its benefits.
Negotiate with Associated Project Tasks
Steps to Enable
To view the Project Tasks tab in the negotiation:
- The negotiation must support project tasks. This capability is derived from the negotiation style when the negotiation is created. In the predefined Standard Negotiation and Two Stage Negotiation styles, the Project Tasks option is selected as a default. When you create a new negotiation style, then you must enable this option to enable this feature.
- The Project Management offering must be implemented and enabled in the Functional Setup Manager.
Tips and Considerations
- By tying a project task to corresponding negotiation events, you can track the project progress in real time. This reduces manual updating of the project plan progress which saves times and improves accuracy.
Key Resources
- Oracle Fusion Procurement Cloud Release 11: Oracle Fusion Sourcing Enhancements: Sourcing Projects
- Implementing Procurement Guide- Negotiation Styles: Explained
Efficiently Maintain Project Enterprise Resources
Leverage the latest enhancements for maintaining project enterprise resources. Enhancements include a web service to read project enterprise resource information, the ability to update project enterprise resource information using file-based data import, and an option to update cost rates of HCM-linked resources based on financial rates logic.
Using the new enhancement, project application administrators and integrators can:
- Update the cost rates of all the resources belonging to a business unit using a rate schedule defined in Project Financial Management as of a specified effective date.
- Retrieve information about every project enterprise resource to easily integrate with other applications.
- Update information using file-based data import capabilities.
- Upload a single file containing information about new resources and updates about old resources without having to make distinctions between the two.
The following screen capture illustrates the Update Resource Cost Rates feature.
Update resource cost rates
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- You can only use the feature to update resource cost rates if you’re also using Oracle Fusion Project Costing.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Resource Management Enhancements: Managing Your Resources in a Dynamic Environment
- Related Help Topics:
- Updating Project Enterprise Resource Information with HCM Information: Procedure.
- Importing HCM Resources to Create Project Enterprise Resources: Procedure.
Efficiently Manage Project Resources and Dependencies
Manage project plans using an updated user interface with all of the key information available directly in the context of each task. Quickly manage labor and expense resources and task dependencies in the main task table.
You can now make key decisions by viewing task dependencies, labor, and expense resources on the same table. Project plans are created in the context of tasks, and resources are linked to those tasks for accountability and management of risk.
The following screen capture illustrates the Efficiently Manage Project Resources and Dependencies feature. 
Manage tasks and resources on the Manage Project Plan page
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- You can add a single labor resource using the list of values in the column. To add multiple labor resources to a lowest-level task select the edit icon to open a dialog window.
- Click the Edit icon to edit details of the dependencies between predecessors and successors.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhancements to Effectively Executing Projects
Efficiently Manage Work Items on a Project
Manage all work items for a project on a single page. In addition to managing work items in the context of a task, project managers can now edit work item associations and task completion rules for all project work items in the same location. The project manager can monitor the progress of each work item as the application automatically completes tasks based on activity in Oracle Fusion Innovation Management, Oracle Fusion Product Development, or Oracle Fusion Sourcing. Since the updates occur automatically instead of manual input for every change, more accuracy and efficiency is guaranteed.
On the Manage Work Items page, the project manager can see the connections between Oracle Fusion Innovation Management and Oracle Fusion Product Development integration points, dependencies on PLM events, current status of the PLM objects, status of the tasks, and the target completion date and person responsible. Similarly, the project manager can manage work items related to negotiations in Oracle Fusion Sourcing.
The following screen capture illustrates the Efficiently Manage Work Items on a Project feature.
View work items and their statuses on the Manage Work Items page
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- This page provides a way to view and manage work items across tasks. You can also view and manage work items in the context of a task from the Manage Project Plan page.
- Select the icon in the Open column to open the details about the work item.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhanced PPM for PLM Projects
- Related Help Topic: Work Items: Explained.
Enhanced Design for Managing Project Resources
View labor and expense resources in a graphical card format or in a list view. The project manager can quickly take action to add resources, confirm resource assignments, or update resource details.
Additional enhancements include calculating hours per day from percent allocation according to the project calendar, using the project role specified for a resource in the Project Enterprise Resource definition as the default role of the resource on the project, and setting the initial resource assignment status to Planned.
You can:
- Request a specific resource, add the resource to your project plan, confirm their availability, and manage their schedule all in one place.
- Quickly add resources and confirm assignments using the assignment status column or by simply hovering over the graphical card.
- Change project roles and set a resource’s specific time on project.
- Plan your resource’s time by hours per day and view percent allocation with the ability to view effort.
- View essential information about your project team, their schedule, and role in a single card.
The following screen capture illustrates the Enhanced Design for Managing Project Resources feature.
Manage project resources for a project
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- Use the icons on the upper right corner of the page to switch between a card view and a list view.
- Use the icons on the upper left corner of the page to switch between labor and expense resources.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhancements to Effectively Executing Projects
- Related Help Topic: Can I Request a Resource Directly from a Project?
Enhanced Microsoft Project Integration with Oracle Fusion Project Management
Leverage the latest enhancements when creating projects in Oracle Fusion Project Management from Microsoft Project. The integration supports multiple resources for lowest-level tasks in a project plan, validates the dependencies and constraints for milestones, and supports negative lag.
You can transfer tasks that are identified as financial tasks, containing information on whether they’re chargeable and billable. The enhanced integration helps you to migrate project plans, reduce risk, better manage project schedules, and use financial tasks. Prevalidations provide you with warnings during project export, for example, when your task notes are longer than 2000 characters or a milestone has duration greater than zero. You can move project schedules ahead of time and better utilize time and resources by leveraging the use of negative lags.
The following screen capture illustrates the prevalidation feature on Enhanced Microsoft Project Integration with Oracle Fusion Project Management.
Example of a prevalidation message during project export
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- After you export a project from Microsoft Project to Oracle Fusion Project Management, you then maintain the schedule for that project in Oracle Fusion Project Management from that point forward.
- Show additional columns in Microsoft Project to help you manage the financial attributes for financial tasks.
- If you create a project plan using time-phased tracking in Microsoft Project 2007, then when you export the project plan to Fusion Project Execution the allocation number may not match the formula: Work = Duration * Allocation.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhancements to Effectively Executing Projects
Enhanced User Interface for Managing Task Exceptions
Review and act on task exceptions on a user interface optimized for quick assessment of exceptions. For example, review overdue tasks or proposed changes in dates or effort from team members. The project manager can choose to immediately accept or reject proposed changes or preview the impact of the changes on the project schedule before making a decision.
The enhanced user interface enables you to easily review and act on task exceptions. You can review and act on task exceptions that are overdue, delayed, or have an increase in effort. You can now quickly assess exceptions and better manage the risk of changing schedules.
The following screen capture illustrates the Enhanced User Interface for Managing Task Exceptions feature.
Manage task exceptions on the new enhanced interface
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- To navigate to the Manage Task Exceptions page, from within the Project Management work area, select the Manage Task Exceptions option from the task panel drawer.
- Select the task name to open a window where you can preview the impact of the exception before you take action. You can select the Preview Total Impact button to see the cumulative impact of the set of exceptions.
- Select the social icon for the task to access the Oracle Social Network conversations related to the task. For example, the project manager and team member can discuss the reason for an exception and how to resolve it.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhancements to Effectively Executing Projects
Enhancements for Managing Project Plans
Increase the productivity of project managers while managing project plans. You can:
- Use the Effort in Hours column to enter planning effort.
- Leverage the enhanced scheduling business rules that enable the application to calculate the task duration only when the task has a start and finish date. If the task has a dependency on a predecessor task, then the application calculates the start or finish date when the predecessor has the appropriate date present to drive the dependency.
- Use the task number to uniquely identify a task in the project. The application provides a default task number and you can choose to update it as needed.
The following screen capture illustrates the Enhancements for Managing Project Plans feature.
Manage a project plan with task numbers and effort in hours
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- If you don’t use task numbers, then the application automatically assigns a unique number and you can hide the column.
- For planning, you can continue to enter effort in days or you can show the new column and plan for effort in hours.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Release Training for Oracle Fusion Project Management Enhancements: Enhancements to Effectively Executing Projects
Expedite Change Order Approval and Completion
Review pending change orders which are in various stages such as impact assessment, review, and approval. Drill down to view details of the change order and take action to expedite the process of approval.
You can easily search for change orders requiring attention and view the latest information at a glance. You can sort the change orders based on your search criteria and view all the pertinent details of the change order in a user-friendly layout.
The search results display change orders that meet the search criteria and facilitate quick action by focusing attention on critical information such as priority, total impact to cost and effort, and number of participants with pending work in each stage. You can also view details of the participants who have completed their work.
The following screen capture illustrates the Expedite Change Order Approval and Completion feature. 
Manage Change Orders page with information at-a-glance for each change order
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- Information about a change order varies by stage. For example, if the stage is Impact Assessment, the participants pending action are those with outstanding impact assessments. Similarly, if the stage of the change order is Approval, then the participants are approvers.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Release Training for Oracle Fusion Project Management Enhancements: Efficiently Manage Change Orders
Integrate Oracle E-Business Suite Projects with Project Execution Management
Leverage the streamlined integration to plan and schedule your projects using Oracle Fusion Project Management and manage the financial aspects of the project using Oracle E-Business Suite Projects. Create the project in Oracle Fusion Project Management and, when the project is ready for financial activities to begin, import the project into Oracle E-Business Suite Projects. Only financial tasks are imported into Oracle E-Business Suite Projects so you can plan and schedule at a low level of detail and collect costs and bill at a higher level of the task structure. You can also import project-level resource assignments into Oracle E-Business Suite to a project-level budget.
As you collect actual hours worked in Oracle E-Business Suite Projects, you can import the hours into Oracle Fusion Project Resource Management for reporting the actual utilization of resources.
The following screen captures illustrate the feature and its benefits.
View new and integrated financial tasks on the Manage Project Plan page
Import projects into Oracle E-Business Suite
Steps to Enable
The first steps to enable this integration take place in Oracle E-Business Suite. See the section named Oracle Fusion Project Management and E-Business Suite Projects Coexistence in Chapter 5 of the Release 12.2 version of the Oracle E-Business Suite Upgrade Guide for details. In summary, the steps include:
- Apply appropriate patches.
- Import the SSL Certificate for Oracle Fusion Project Management to Oracle E-Business Suite.
- Register Fusion Web Services in Oracle E-Business Suite.
- Setup the username token authentication credentials for the service.
- Store Fusion service credentials in Oracle E-Business Suite fndvault.
- Add the service invocation subscription for various events.
Tips and Considerations
- In Oracle Fusion Project Management, you need to create and maintain project enterprise labor resources to ensure a common set of resources between Oracle E-Business Suite and Oracle Fusion Project Management. You can create project enterprise labor resources for all project-related employees and contingent workers in Oracle E-Business Suite. Alternatively, if you already have Oracle E-Business Suite HRMS and Oracle Fusion HCM integration in place, then you can use create project enterprise labor resources based on the Oracle Fusion HCM employees and contingent workers.
- For information regarding maintaining common expense resources, see the feature name d Create Project Enterprise Expense Resources in Oracle Fusion from Oracle E-Business Suite Expenditure Types in this document.
- Ensure that you have a common definition for project roles in both Oracle E-Business Suite and Oracle Fusion Project Management.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Execution Management Enhancements: Coexistence with EBS Projects
- Oracle E-Business Suite. See the section named Oracle Fusion Project Management and E-Business Suite Projects Coexistence in Chapter 5 of the Release 12.2 version of the Oracle E-Business Suite Upgrade Guide.
Manage Negotiation Project Tasks and Collaboration Team
Associate project tasks with a negotiation to manage work on the negotiation and track progress. Category managers can add project resources to the negotiation collaboration team.
When you’re associating a project task to a negotiation, you have the option to choose a task completion event. When this event occurs, the application automatically updates the task progress. These negotiation events are predefined.
Some task completion events are automatic. For example, if there is a “Publish negotiation” project task in the project plan for RFQ 123, then you can associate the completion of this task to the “Negotiation published” task completion event for RFQ 123. In the Negotiations work area, when you publish RFQ 123, the application marks the project task associated to this event as complete, setting the progress to 100% complete. Other task completion events such as “Collaboration team defined” are manual. When a project task is associated to this event and the collaboration team defined, you must select this project task and manually perform use the Complete Task action to mark this as complete from the Negotiation work area.
The following screen captures illustrate the Manage Negotiation Project Tasks and Collaboration Team feature.
Define Task Completion Events for a project task associated with a negotiation
Add Project Resources to the Negotiation Team
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- If you amend a negotiation, then the application automatically associates all incomplete tasks to the new amendment. All completed tasks remain associated with the old negotiation.
- After you create project tasks to track key negotiation events, you assign labor resources to the tasks. Normally, these resources are also part of the collaboration team for that negotiation. On the negotiation, you can choose to quickly search and add project resources as collaboration team members. You must ensure that the project enterprise labor resources assigned to the tasks are also Human Capital Management (HCM) people.
- By tying a project tasks to corresponding negotiation events, you can track the project progress in real time. This reduces manual updating of the project plan progress which saves times and improves accuracy.
Key Resources
- Release Training for Oracle Fusion Procurement Cloud Release 11: Oracle Fusion Sourcing Enhancements: Sourcing Projects
Notify Change Order Participants of Key Events
Notify change order participants and owners at critical points in the lifecycle of a project change order. Inform change order participants when they’re assigned a role on the change order or if a change order is completed or canceled by the owner. Send notifications to change order owners when participants complete their work on the change order such as when they complete the impact assessment or approve or reject the change order.
As a participant, you can choose to receive e-mail notifications for change orders when a change order moves to a stage where you have a role and are required to complete work. For example, if you’re added as an impact assessor you receive an e-mail notification informing you about this. The notification helps you plan your work and expedite the completion of this task in time.
Participants also get notifications when the owner cancels the change order or closes the change order upon completion. Any time the owner removes you as a participant from a certain role; you will be notified of the change.
As an owner, you can choose to receive e-mail notifications for change orders when various participants complete their work on a change order. For example, after an approver approves or rejects a change order, the owner receives an e-mail notification with this information. Similarly, when an impact assessor enters the impact of a change order, the owner receives an e-mail notification containing the impact details entered by the assessor. The notification also includes the impact of all other assessors on the change order to help the owner decide the required action to move the change order to the next stage and towards completion.
The following screen capture illustrates the change order email notification feature.
Receive notifications when added as an assessor on a change order
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- Participants and owners can determine whether to receive notifications for change orders. Navigate to the Team Member Dashboard and select the option to Edit E-Mail Notification Settings in the My Profile region to update the options.
Receive notifications when added as an assessor on a change order
Receive notifications when added as an assessor on a change order
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Release Training for Oracle Fusion Project Management Enhancements: Efficiently Manage Change Orders
Track Active Dates for Project Enterprise Resources
Track the dates for which each project enterprise labor resource is active and available for project assignments. The resource pool membership dates of the resource would be set within these dates.
For a resource created based on an HCM person, the project enterprise from date is set to the resource’s hire date when the resource is an employee. For contingent workers, the from date is set to the resource’s placement date.
The following screen capture illustrates the Track Active Dates for Project Enterprise Resources feature.
Manage the availability of a project enterprise resource on the Edit Project Enterprise Resource page
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- Use of dates is optional. If you leave the dates blank, then the resource is always active.
- On the termination of the resource in Oracle Fusion HCM, the Maintain Project Enterprise Labor Process updates the resource’s project enterprise resource to date based on the termination date in Oracle Fusion HCM.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Resource Management Enhancements: Managing Your Resources in a Dynamic Environment
- Related Help Topic: Project Enterprise Labor Resource Components: How They Work Together
Track the Progress of Items, Product Change Orders, and Negotiations
Create project work items to track the progress of items and product change orders in Oracle Fusion Product Development and negotiations in Oracle Fusion Sourcing. Project managers can manage work items and quickly navigate to view additional details about each work item. This enhancement is in addition to the existing integration with Oracle Fusion Innovation Management.
The following screen capture illustrates the Track the Progress of Items, Project Change Orders, and Negotiations feature.
Create work items for a task
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- For the product lifecycle management integration, two additional objects – Item and Product Change Order have been added as project work item types. These objects from Oracle Fusion Product Development are now integrated with Oracle Fusion Project Management along with Concept, Proposal, and Requirements Specification from Oracle Fusion Innovation Management.
- For Oracle Fusion Sourcing, the negotiation has been added as a work item.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhanced PPM for PLM Projects
- Release Training for Oracle Fusion Procurement Cloud Release 11: Oracle Fusion Sourcing Enhancements: Sourcing Projects
Update the Financial Plan and Progress From the Project Plan
Create a detailed project plan to define and schedule project work. When the plan is ready, the project manager can update the financial plan and set the financial plan baseline from the summarized project plan information, including resources, effort, and task dates. As the project team reports progress, the project manager can choose to update the financial project plan and financial progress.
The reported progress (physical percent complete and start and finish dates) and resource assignments are reflected against higher level financial tasks. You can capture and optionally publish financial progress based on the information collected on the project plan. You can:
- Maintain a detailed work plan summarized for financial management.
- Manage the schedule using the project plan.
- Keep the financial project plan updated with data from the project plan.
- Manage project finances and track project performance with the updated financial data.
The following screen capture illustrates the Update Financial Project Plan and Progress from the Project Plan feature.
Update financial project plan and progress from the Manage Project Plan Page
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- You must update the physical percent complete for the lowest-level financial tasks in order to send this information to update financial progress. You can display the Physical Percent Complete column on the Manage Project Plan page to view and update the physical percent complete for tasks.
- All financial tasks must have a start date and a finish date before you can update the financial project plan and progress. The financial project plan requires that financial tasks have both dates.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhanced Project Lifecycle
Oracle Fusion Task Management lets 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.
Mark a task as started or finished with a single click from the Team Member Dashboard. The dashboard is enhanced to present the list of tasks starting or finishing in the current week. You can choose to review all overdue or unscheduled tasks and use the task type to quickly filter tasks.
For example, team members can filter to see all of their tasks due this week on a particular project and then mark each task started or finished.
The following screen capture illustrates the Quick Progress section on the Team Member Dashboard.
Mark the completion status of tasks in the Quick Progress section of the Team Member Dashboard
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- Unscheduled tasks are tasks without start and finish dates.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Task Management Enhancements: Managing Tasks Enhancements
Tag Tasks with a Streamlined User Interface
Organize tasks in a streamlined and efficient manner with enhancements to task tagging for team members. Use tags to filter and focus your task list and easily view, add, and remove tags for a task.
Tags are now visible on the task list and to enable team members to easily see their tags. Team members can also easily add and remove tags which allows for efficient tagging capability.
The following screen captures illustrate entering and viewing tags and filtering by tags on the Manage Tasks page.
Entering Tags for a Task
Filter Tasks Using Tags
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- Use tags as a dimension for filtering and reporting on tasks in the Project Management - Task Management subject area in Oracle Transactional Business Intelligence.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Task Management Enhancements: Managing Tasks Enhancements
View Additional Information in Task Notifications for Team Members
Notify team members of important task updates. Team members receive e-mails when they’re assigned a task, added as a follower to a task, or when a task that they follow is completed. This enhancement displays the task type in the e-mail notification subject line.
The following screen capture illustrates a notification to Mark Taylor that he has been assigned the milestone Prototype Approved.
Receive task notification when added to tasks
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- You can change the banner for task notifications on the Manage Project Management Implementation Options page.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Task Management Enhancements: Managing Tasks Enhancements
View Confirmed and Reserved Assignments on the Team Member Dashboard
View details about confirmed and reserved assignments from the calendar on the Team Member Dashboard. In addition, you can quickly add to-do tasks while reviewing your calendar.
For example, after the resource manager proposes a resource for an assignment and the assignment is approved, then the confirmed assignment appears on the calendar. If the assignment is only a reservation, then that assignment will appear on the calendar as well. This provides team members with a complete picture of their assignments, tasks, absences, and project events.
The following screen capture illustrates the Calendar region on the Team Member Dashboard.
View confirmed project assignments in the Calendar section
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- Confirmed and reserved assignments come from resource management assignments for resources.
- Team members also receive a notification when they’re confirmed or reserved on a project.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Task Management Enhancements: Managing Tasks Enhancements
With Oracle Fusion 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.
Activate Resource Pool Memberships on Specific Dates
Track resource and resource pool utilization by using date ranges for resource pool memberships. Calculate resource utilization in a specific resource pool for the dates that the resource is a member of the pool. When a resource manager searches for resources in a resource pool, only resources who are active as of the assignment start date will appear in the search results.
Application administrators can add resources to a resource pool and specify the date range the resource will be part of the pool. Resource pool memberships will always have a start date assigned to the membership, and can also have an end date. A resource can belong to multiple resource pools for non-overlapping date ranges. The membership dates must always be within the resource’s active dates as a project enterprise resource.
Utilization for a resource pool will take into consideration the dates the resource is part of the pool to report utilization for the pool.
The following screen capture illustrates the feature and its benefits.
View From and To Dates for Resource Pool Memberships
Steps to Enable
- The feature Track Active Dates for Project Enterprise Resources is automatically available after upgrade and accessible using shipped job roles. There is an optional setup that is available to gain full benefits of these features.
- Navigate to the Setup and Maintenance work area.
- Search for the task: Manage Resource Pools.
- Navigate to the Manage Resource Pools page.
- To modify the resource pool membership dates for a resource:
- Select the resource.
- Select the action: Manage Resource Pool Memberships
- Edit the memberships and dates and as needed.
- Click Save and Close.
OR
- Alternatively, you can edit resource pool membership dates from the Manage Project Enterprise Resources page in the context of an individual resource.
- Navigate to the Setup and Maintenance work area.
- Search for the task: Manage Project Enterprise Resources.
- Navigate to the Manage Project Enterprise Resources page.
- To modify the resource pool membership dates for a resource:
- Find and select the resource.
- Select the action: Manage Resource Pool Memberships
- Edit the memberships and dates and as needed.
- Click Save and Close.
Tips and Considerations
- If you need to make a resource unavailable for staffing for a period of time, then you can move the resource to the Inactive Resource Pool Memberships pool for a period of time.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Resource Management Enhancements: Managing Your Resources in a Dynamic Environment
Assign a Default Staffing Owner to a Project
Assign a default project staffing owner who is responsible for searching and evaluating labor resources to fulfill open resource requests for the project. The default staffing owner is automatically added to all resource requests for the project.
Project managers can specify one or more staffing owners on a project. The first staffing owner added to the project is marked as default staffing owner for that project. All the resource requests submitted from this project will be assigned to the resource manager designated as the default staffing owner on the project. The project manager can change the staffing owner on a request before it’s submitted.
The following screen capture illustrates the feature and its benefits.
Assign a resource as Default Project Staffing Owner on the Manage Project Resources page
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- You can add or change the default staffing owner for a project at any time, but it does not affect any existing resource requests. The new default staffing owner applies to the next request that you create for the project.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Resource Management Enhancements: Managing Your Resources in a Dynamic Environment
Consider Resource Travel Preferences When Searching and Evaluating Resources
Review and filter on resource travel preferences when searching for and evaluating candidates to fulfill a project resource request. Considering a resource's interest in traveling ensures job satisfaction and success on a project assignment.
When searching for and evaluating candidates to fulfill a project resource request, resource managers can view the results based on the travel preferences of the resources. Resource travel preferences are in the worker portrait in Oracle Fusion Human Capital Management, or HCM, and are used to filter resources based on whether they want to travel for project assignments.
The following screen captures illustrate the feature and its benefits.
View travel preferences on the Search and Evaluate and Resource Details page
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- If the resource has not declared any travel preferences, then the resource is grouped in a filter category called Unspecified on the Search and Evaluate Resources page.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Resource Management Enhancements: Managing Your Resources in a Dynamic Environment
Create and Update Resource Assignments with a File-Based Data Loader
Use a Microsoft Excel template to create project resource assignments or update existing assignments using the file-based data loader. For example, you can use this approach during the initial data migration or when required if you capture assignment information in an external application. After import, you can view and maintain resource assignments in Oracle Fusion Project Resource Management.
The file-based loader brings data from external applications to Oracle Fusion Project Resource Management. Initial data creation and ongoing updates are supported.
The import process creates assignments that the resource manager can view. You can create project resource assignments in another system and track resource utilization in Oracle Fusion Project Resource Management. This enables you to maintain your current infrastructure and still get the feature benefits in Oracle Fusion Project Resource Management.
The Project Application Administrator job role has the duty roles required to perform the Load Interface File and Import Project Resource Assignments process.
The following screen captures illustrate the feature and its benefits.
Update or confirm existing assignments using file-based loader tab
Use the Job Set to load the interface file and import assignments
Steps to Enable
This feature is enabled by default.
Tips and Considerations
Data Loading and Importing the Loaded Data Using the Job Set
- Download the template from the Oracle Enterprise Repository.
- Search for and select: Project Resource Assignments Import.
- Select the Details tab.
- Click the hyperlink for the ProjectResourceAssignmentImportTemplate.xlsm file to download the template.
- After you prepare the data in the create and update assignment sheets, click the Generate CSV File button and generate a CSV file.
- Load the data using the Load Interface File for Import program.
- Sign in to Oracle Fusion Applications.
- Navigate to File Import and Export.
- Upload the file to UCM under prj/projectResourceManagement/import account.
- Navigate to Scheduled Processes.
- Select the Load Interface File and Import Project Resource Assignments process.
- Select the uploaded file as data file.
- Review the process results.
- If necessary, correct any errors in the CSV file and rerun the Load Interface File and Import Project Resource Assignments process. To correct errors, review the error message details in the output text report and correct the data in the CSV file. Load the data again and submit the import process. Include only the records that can’t be processed and delete the remaining records which were successfully processed in the CSV file.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Resource Management Enhancements: Managing Your Resources in a Dynamic Environment
Create, Update, and View Resource Assignments with Web Services
Create, update, and view project resource assignments using web services. For example, you can use this approach during the initial data migration or when required if you capture assignment information in an external application.
The Project Resource Assignment web service enables you to perform create and update operations on the resource assignment. You can use the web service to create, update, and read assignments in Oracle Fusion Project Resource Management.
For example, you can create and maintain project resource assignments in another application and use the service to integrate them with Oracle Fusion Project Resource Management. This includes the ability to update reserved assignments to confirmed status. You can also use the service to bring in legacy data from other applications into Oracle Fusion Project Resource Management.
The Project Resource Assignment service has the following operations:
- createResourceAssignment: Use this operation to create project resource assignments.
- findAssignmentByProject: Use this operation to read project resource assignment information.
- findAssignmentByResource: Use this operation to read project resource assignment information.
- cancelResourceAssignment: Operation to cancel a resource assignment from a web service.
- confirmResourceAssignment: Operation to confirm a resource assignment from a web service.
- updateResourceAssignment: Operation to update a resource assignment from a web service.
The following screen captures illustrate the feature and its benefits.
View Project Resource Assignment service information on the Oracle Enterprise Repository
Steps to Enable
Assign the Run Import Project Resource Assignments Process privilege (PJR_RUN_IMPORT_PROJECT_RESOURCE_ASSIGNMENTS_PROCESS_PRIV) that rolls up to the Project Execution Application Administration job role (ORA_PJT_PROJECT_EXECUTION_APPLICATION_ADMINISTRATION_DUTY) to use this feature.
- Review information regarding the service in the Oracle Enterprise Repository to learn more about how to use the service:
- Access the Oracle Enterprise Repository.
- Enter Project Resource Assignment as the search term.
- Select ADF Service as the type, 11.1.11.0.0 as the version and Projects as the product family.
- Click Search.
- Select the row with the service.
- Review the service details.
Tips and Considerations
- None
Key Resources
- Oracle Enterprise Repository > ADF Service > Project Resource Assignment
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Resource Management Enhancements: Managing Your Resources in a Dynamic Environment
Enable Project Managers to Confirm Resource Assignments
Project managers who manage both projects and resources can confirm and maintain resource assignments on projects without requiring approval from a resource manager. These assignments are reflected in the resource available capacity and projected utilization.
For example, some organizations don’t have separate resource managers and project managers perform many resource management tasks. This feature enables project managers to quickly staff a project with resources and, as a result, reports and the Resource Manager Dashboard can provide timely information regarding resource utilization. Resource available capacity calculations also reflect assignments that a project manager creates. As project needs change, project managers can quickly change these assignments.
The following screen captures illustrate the feature and its benefits.
Confirm a Resource on a Project on the Manage Project Resources page
Steps to Enable
- This feature is enabled by default.
- Assign the Assign Project Resource to Project privilege (PJT_ASSIGN_PROJECT_RESOURCE_TO_PROJECT_PRIV) that rolls up to the Project Application Administrator job role to confirm a resource without approval from a resource manager.
Tips and Considerations
- Project managers still have the option of creating a resource request in cases where they don’t have a resource available or need to request a resource with a particular skill.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Resource Management Enhancements: Managing Your Resources in a Dynamic Environment
Enhanced User Interface for the Manage Project Resources Page
Leverage the latest user interface design innovation to enhance the overall user experience when searching for resources to fulfill project resource requests and assign resources.
With this enhanced page, you can view your resources in a graphical card format or as list view. You can view your resources’ details like their billing and cost rates with great ease and quickly perform actions such as adding or replacing resources and confirming assignments.
The following screen captures illustrate the feature and its benefits.
View resource details in the card view format on the Manage Project Resources page
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- You can choose to view your labor and expense resources in either a card view or a table view. For labor resources you can track how much of the expense amount you have currently allocated on tasks.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhancements to Effectively Executing Projects
Generate Requests for Specific Resources
Project managers plan for named resources in the project plan and generate project resource requests for these resources. The resource manager receives a request for a specific resource and can evaluate that resource's suitability and approve the resource for the assignment in a timely manner.
For example, the project manager may regularly work with set of resources and want to plan the draft project with those resources in mind. Project managers can plan project resources by specifying the desired resource names and allocation details, and generate requests for those specific resources using the planning data without leaving the Manage Project Resources page.
The following screen captures illustrate the feature and its benefits.
Create Resource Requests for resources on the Manage Project Resources page
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- You must specify the resource name, dates, and role before you can request a resource. In addition, the resource must be in Planned status. Before you submit the request, you have the opportunity to update the staffing owner and note any special instructions. You can also submit the request without a specific named-person resource.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhancements to Effectively Executing Projects
Monitor Resource Assignments Ending Soon By Pool Owner
Monitor and maintain resource assignments that are ending soon on behalf of any resource pool owner from the Project Resources work area. You can filter resource assignments ending in the next 14 days by pool owner to enable others to assist the pool owner in assignment maintenance when the pool owner is not available.
For example, by default resource managers see their own resources, but if a resource manager is out of the office, another resource manager can easily step in and help out.
The following screen captures illustrate the feature and its benefits.
Switch the resource manager when viewing Project Resource Assignments Ending Soon
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- The default value for displaying resources is the logged in user. You can then change the value to view resources from pools that other resource managers own.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhancements to Effectively Executing Projects
Provide a Single Source of Entry for Absence Management Events
Enter, review, and cancel absences in Oracle Fusion Absence Management and leverage this information in Oracle Fusion Project Portfolio Management. For example, when employees or contingent workers enter their upcoming absence in Oracle Fusion Absence Management, the absence is also considered when calculating the available capacity for people in Oracle Fusion Project Resource Management. Resource managers and project managers can view the absence in the resource's schedule and on the project calendar. Team members can see the absence on their calendar on the Team Member Dashboard.
This feature means that Oracle Fusion Absence Management is the single entry source and used throughout Oracle Fusion Project Management, Oracle Fusion Task Management, and Oracle Fusion Resource Management. For example, when resources enter their upcoming summer vacation, available capacity calculations consider that time as unavailable.
The following screen captures illustrate the feature and its benefits.
View absences for the resource Rose Williams in Oracle Fusion Project Resource Management
Steps to Enable
SECURITY
- Assign the Run Transfer Absence Records to Oracle Fusion Project Execution Process privilege (PJT_RUN_TRANSFER_ABSENCE_RECORDS_TO_ORACLE_FUSION_PROJECT_EXECUTION_PROCESS_PRIV) that rolls up to the resource manager job role to transfer records from Oracle Fusion Absence Management to Project Execution Management applications.
- Assign the Time and Labor Administrator role to users who will set up this integration.
SET UP THE INTEGRATION
Setup tasks for this feature are available in the Workforce Deployment offering. You can use the predefined time consumer set Project Execution Management Set Only. A worker time processing profile called Project Execution Management Time Processing Profile is also predefined. You don’t need to perform additional setup steps to use this feature.
Time Consumer Set for Project Execution Management
Worker Time Processing Setup Profile for Project Execution Management
CREATING YOUR OWN SETUP CRITERIA
You can define your own setup criteria to meet your specific business needs. If you choose to define your own setup criteria, then consider performing the following setup tasks:
- Manage Time Layout Sets: Defines a group of layouts that determine which fields appear and in what order on the Time work area.
- Optionally, reuse a predefined layout set.
- If you create a new layout set, then you must include the Time Type field or absence management fields to store time entries for transfer to Oracle Fusion Project Execution Management.
- Manage HCM Groups: Categorizes one or more workers either with condition criteria or by explicit inclusion or exclusion of the worker. Assign HCM Groups to time entry profiles to associate time layout sets with appropriate workers.
- Optionally, reuse a predefined HCM Group such as Projects Usage or Projects and Payroll Usage.
- If you create a new group to identify the universe of people that you want to include in the integration, then after you create the group return to the main page, select the group, and select the action to Refresh Group Membership. This action includes all the users in the new group you created.
- Manage Worker Time Entry Profiles: Associates people from an HCM Group with a time entry profile.
- The predefined Projects and Payroll Time Entry Profile enables your workers to enter time for Oracle Fusion Project Costing, Project Execution Management applications, and payroll.
- Optionally, create your own profiles to use different groups or layout sets. Profiles enable you to configure the actions allowed to the workers on time cards such as create, view, edit, and delete.
- Manage Time Consumer Sets: Specifies the consumers of time reporting data.
- Optionally, reuse a predefined time consumer set.
- Create a new set to specify the appropriate time consumers -- Project Costing, Project Execution Management, and Payroll. The time consumer set can transfer the project time entries to Oracle Fusion Project Costing and payroll time entries to Oracle Fusion Global Payroll. It also can transfers absence time entries to Project Execution Management.
- For Oracle Fusion Project Execution Management, the time category is automatically set to All Absence Entries.
- Manage Worker Time Processing Profiles: Associates layout sets with workers to identify the time entry and calculation rules to run for time reported by those workers.
- Optionally, reuse a predefined worker time processing profile.
- If you create a profile, then select one of the predefined or newly created time consumer sets and then select the appropriate HCM group.
- Ensure that the profile has the lowest profile number for the workers whose absences you want to transfer. In other words, move the profile that you are creating to the top of the list on the Profile Priority train stop.
Tip: Override the worker time entry and processing profiles for a person by using the Troubleshoot option on the profiles.
TRANSFERRING PROJECT EXECUTION MANAGEMENT TIME DATA
Run the Initiate Absence Records Transfer to Oracle Fusion Project Execution process to retrieve absence time data.
To monitor and troubleshoot time data transfers, use the Time Management work area:
- View the time entries that failed during the transfer process in the Resolve Time Cards with Transfer Failures section of the Overview page.
- Monitor time data transfer processes that failed or terminated abruptly in the Incomplete Time Transfer Processes section of the Overview page.
- The project application administrator notifies the time and labor administrator of any failed process. The time and labor administrator resets the status to Unprocessed for the time data that didn't transfer successfully.
- The transfer process retrieves the unprocessed time data the next time that the project administrator runs it.
Tips and Considerations
- Absences in a submitted status are eligible for transfer.
- Continue to use the My Calendar page on the Team Member Dashboard to enter non-absence events such as meetings and training.
- When you transfer absences, the process generates a report that shows the parameters used, and number of records read, created, withdrawn, or with errors.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhancements to Effectively Executing Projects
Reserve Resources for Project Assignments
Plan and reserve project resources early in the project planning lifecycle. The Reserved assignment status indicates that a resource is soft-booked on the project. The resource's available capacity and schedule reflect the reserved assignment. When the time is right to fully commit the resource, either the resource manager or the project manager can confirm the assignment.
Resource managers and project managers can plan for and reserve project resources early in the project planning process. For example, the contract to deliver services to a customer may not be signed yet, but the opportunity is far enough advanced to start finding resources to staff on the project. The reserved status on an assignment indicates an agreement between a resource manager and project manager that specific resources are soft-booked on the project. Resources’ available capacity will take into account the reserved assignments. These reserved assignments will show in the resource’s schedule. Resource managers or project managers can confirm the resource to the project when project planning is finalized and work is ready to start.
The following screen captures illustrate the feature and its benefits.
Reserve resources for upcoming projects
Steps to Enable
This feature is enabled by default.
Tips and Considerations
- You can choose to either confirm or cancel a reserved resource. Project managers can monitor reserved resources from the Assignments infolet on the dashboard and confirm or cancel directly from the infolet.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhancements to Effectively Executing Projects
Resource Management Usability Enhancements
Streamline the management of your resources with a set of enhancements to increase your efficiency.
- Use the new top resources view. When evaluating resources for a request, resource managers can immediately focus in on the top five scoring candidates based on the requested criteria. They can compare various attributes about these resources and assign the best fit.
- Adjust the resource’s hours per day on a project and submit the changes for review and approval.
- Filter open project resource requests by staffing owner on the resource manager's dashboard to provide a more focused view of requests owned by a resource manager.
- Stay informed when a resource's assigned hours exceed the resource's capacity hours when you reserve or confirm a resource on a project or update the resource's assignment schedule.
- View resource organization when evaluating resource for a project resource request.
- Search for project resource requests by project owning organization.
- Help resources prepare for the upcoming work and travel requirements with notifications sent to the resource when they’re reserved or confirmed for a project assignment.
In addition, workflow is enhanced to enable project application administrators to configure the workflow participants that approve a resource for an assignment and receive FYI notifications about the resource proposal and approval. In addition, resources are notified when they’re reserved or confirmed for a project assignment.
The following screen captures illustrate the feature and its benefits.
View the top resources on the Search and Evaluate Resources page
Steps to Enable
- The enhanced usability feature for workflow is not automatically available. The option to use workflow must be selected in setup to use the workflow feature. To enable workflow, set your preferences in Manage Project Resource Management Implementation Options. To specifically enable resource assignment approval workflow, enable the option Notify requester when a resource is proposed to fulfill a project resource request.
Tips and Considerations
When implementing project resource management, you can determine if you want to use workflow to route resource approvals for project resource requests. If you use workflow, you should consider the following:
- Which participants will receive the workflow to approve proposed resources?
- Are there any specific business rules or conditions needed to determine which participants should receive approval workflow? For example, if the duration of the assignment is longer than 10 days, the resource’s line manager must approve.
There are a few items to note when implementing this workflow:
- Workflow participants must be set up as project enterprise resources.
- If workflow participants are not project managers or are not provisioned with the Resource Manager or Project Execution security roles, then you can create a custom application role with the Manage Project Resource Requests privilege to assign to the participants.
Key Resources
- Release Training for Oracle Project Portfolio Management Cloud Release 11: Oracle Fusion Project Management Enhancements: Enhancements to Effectively Executing Projects
---
Copyright © 2017, Oracle and/or its affiliates. All rights reserved.
This document is provided for information purposes only, and the contents hereof are subject to change without notice.This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced ortransmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission.
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.
Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation.All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.
11.14