Update 19A

Revision History

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

Overview

This guide outlines the information you need to know about new or improved functionality in this update.

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Common Technology and User Experience

REST APIs for Oracle PPM Cloud

Project Foundation

Manage Project Templates Using a REST Service

View and create project templates using the 'Project Templates' REST service. You can perform the specified actions on multiple project templates at once using the batch mode of this REST service.

View Project Roles Using a REST Service

Using a REST service, users can view project roles through various queries and filters. Additionally, the project role LOV in the UI will be enhanced to have a cached search for the Project Role REST service.

View and Add Resources to Planning Resource Breakdown Structures at the Project Level Using a REST Service

View the details of all the resource breakdown structures assigned to projects, drill down into a planning resource breakdown structure (PRBS) to view the selected resource formats and resources, and add new resources to the non-centrally controlled PRBS using the 'Planning Resource Breakdown Structures for Projects' REST service.

Project Control

Manage Financial Project Plan Using a REST Service

View, create, and update financial project plans using the Financial Project Plans REST service. Using this service you can also view, create, update, and delete resource assignments, planning amounts, and planning amount details for a financial project plan. Additionally, you can view the errors for financial project plans using this service.

View and Create Project Forecasts Using a REST Service

View and create project forecasts using the Project Forecasts REST service. Using this service, you can create forecasts by either copying from existing forecast versions or generating from existing financial project plans, budgets, or forecast versions. You can also view planning resources, planning amounts, planning amount details, and errors for project forecast versions using this service.

Project Costing

Manage Unprocessed Project Costs Using a REST Service

View, update, and delete unprocessed project costs using the Unprocessed Project Costs REST service. Using this service, you can also view the errors for unprocessed project costs and, view and update project standard cost collection and additional information captured for unprocessed project costs.

Project Billing

Release Invoices Using a REST Service

Release invoices in Approved status using the Release Project Contract Invoice REST service.

Grants Management

Manage Awards Using a REST Service

Create, update, and retrieve awards using a REST service. You can also associate projects to awards and create, update, and retrieve award funding using a REST service. Additionally, you can create, update and retrieve the award keywords, award references or award project keywords that exist as child resources of the Awards REST resource.

Project Resource Management

Manage Project Resource Assignments Using a REST Service

Create, update, and read project resource assignments using the Project Resource Assignment REST service.

Search and Evaluate Resources Using a REST Service

Search and evaluate resources to fulfill a project resource request using the Project Resource Request Matches REST service. You can find the best matched resources to fulfill a request, including the overall score, availability percentage, and qualification match percentage.

Manage Issues and Action Items Using a REST Service

Manage issues and action items using the Project Issues REST service. Create and maintain issues and action items from third-party applications using this REST service.

Manage Project Resource Requests Using a REST Service

Create, update, read, and delete project resource requests using the Project Resource Request REST service. You can use the service during the initial data migration or for integration with any external application.

Project Management

Update and Delete Project Enterprise Resources Using a REST Service

Update and delete project enterprise resources using the Project Enterprise Resources REST service.

View Project Labor and Expense Resources Using a REST Service

View the list of the labor and expense resources assigned to projects as a project manager using the Project Labor Resources REST service and the Project Expense Resources REST service respectively.

Add Tasks to Projects with a Work Plan Template Using the Projects REST Service

Add tasks to an existing project from a work plan template using the Projects REST Service. For example, after you create a project from a sales opportunity, each line on the opportunity needs a corresponding set of tasks in the project to complete the work. You can use this service to create the project from the sales opportunity, and then incrementally add tasks to automate the creation of the project's complete work breakdown structure.

Create and Update Tasks Within a Project Plan Using REST Service

Create and update tasks, gates, and milestones as a project manager using the Project Plans REST service. You can also use this service to read extensible fields for projects.

Oracle PPM Cloud

Project Foundation

Search Projects Using Faceted Search in Project Financial Management

Allow users to search projects using faceted search in Project Financial Management, and provide additional navigation functionalities to project related pages such as a list of recently accessed projects.

Gain Real-Time Insight from Analyses Using Project Team Member Dimension

Create reports using Oracle Transactional Business Intelligence (OTBI) by the project team member dimension to provide real-time insight to the business users into the project team membership data.

Manage External Project Party Contacts Efficiently

Manage the customer, partner, and supplier contacts in the respective regions on the project and project template so that only the internal project team members appear in the team members region, clearly distinguishing them with the external parties.

Project Control

Manage Project Forecast Lines Descriptive Flexfields Using File-Based Data Import

Capture additional information on project forecast lines when you create or import project forecasts using the Import Project Forecasts file-based data import feature. You can use up to 30 alphanumeric descriptive flexfield attributes to capture this additional information.

Manage Financial Project Plan Resource Assignment Descriptive Flexfields Using File-Based Data Import

Capture additional information on financial project plan resource assignments when you create or import financial project plans using the Import Financial Project Plans file-based data import feature. You can use up to 30 alphanumeric descriptive flexfield attributes to capture this additional information.

Manage Project and Award Budget Lines Descriptive Flexfields Using File-Based Data Import

Capture additional information on project and award budget lines when you create or import project and award budgets using the Import Project Budgets file-based data import feature. You can use up to 30 alphanumeric descriptive flexfield attributes to capture this additional information.

Automatically Update Tolerance Percentage and Date Rate Type on Control Budgets

You can update the budgetary control tolerance percentage and default rate type on project and award budgets. These modifications take effect on the respective control budgets after you set the budget versions to baseline.

Enhance Financial Plan Approval to Support Additional Integrations

You can configure the financial plan approval rules to support integration with other Oracle Cloud services. For example, you can add workflow rules to validate that the total budget amount does not exceed the amount of the strategic budget imported from the Enterprise Planning and Budgeting Cloud Service.

Project Costing

Capture the Cost of the Goods Shipped on a Project Sales Order

Capture project attributes on sales orders so that you can track the cost of the shipment of goods from a common inventory against a project. Review the costs of services provided and goods shipped for a project to have visibility of the total cost of the project, perform budget versus actual analysis, and invoice your customer based on the percentage of completion or milestones achieved.

Project Billing

Create Project Cost Analysis Based on the Project Contract Association

Create an analysis using the Project Costing - Actual Costs Real Time subject area based on the association of projects to the contract lines. For costs with a direct relationship of one project to one contract line, this enhancement can improve report processing and generate better reports on expenditure item costs for contracts and contract lines.

Use Additional Bill Plan Attributes with Real-Time Analysis

View and report on bill plan descriptive flexfield attributes and additional bill plan attributes using real-time analytics. For example, if you have set up any descriptive flexfields for bill plans, you can also include those values in your analysis.

Validate Invoice Approval from the Worklist, Notifications, and Email

When approving invoices, additional validations have been added to confirm invoice status consistently across the application. Invoices can be approved in multiple places and, as a result, the worklist, notification, or email could be out of sync with the current status of an invoice. Validations have been added along with appropriate messaging to confirm the status and notify the user.

Recalculate Released Invoices During Generate Invoice

You can recalculate an invoice, invoice line, or transaction on a released or higher status invoice already marked for adjustment or already credited, prior to running the Generate Invoice process. This is because you only mark the transactions for adjustment when you perform the recalculate action. The actual adjustment processing happens the next time you run the Generate Invoice process.

Allow Updates to Associated Projects with Billing Transactions

You can inactivate the association of projects and tasks with a contract line that has billing transactions. You can also associate a task at a different level within the same branch of task hierarchy for the same contract line or a different contract line.

Amend Internal Billing for an Interproject Contract Line

You can update the internal billing attributes for an inter-project contract line when you amend an inter-project contract.

Improved Usability for Contract Revenue Overview Page

You can now quickly navigate to the Contract Revenue Overview page.

Task Management

Set User Preferences on PPM Mobile

Project team members can set preferences for including actuals when they copy their time card from a previous period and when project and task time entries are automatically added to the time card. You can also configure your PPM mobile application to show project number and task number on the Time Card Detail page.

Grants Management

Allow Negative Funding Amount for Supplement Funding

Grants administrators and principal investigators can add a negative funding amount for the Supplement funding type on the Manage Awards Funding page. This allows users to keep an audit trail of the funding amount, when they decrease the funding amount according to the requirements of the sponsor or move the funding amount between award budget periods or funding sources.

Project Resource Management

Track Task for Change Orders

You can associate a task to the change order. Allowing project managers the capability to track tasks for change orders helps in better reporting and detailed analysis of change orders. For example, you can report on new, approved, and rejected change orders by task in a project.

Project Management

Generate Public Events on Project Milestone Completion

Create public business events for project milestone completion. For example, when a milestone is completed the public event can be used to initiate billing activities related to the milestone.

Generate Public Events on Project Deliverable Status Changes

Create public business events for status changes to project deliverables. For example, when a deliverable is complete, the event is used to initiate activity in another application.

Generate Public Events on Project Task Progress Status Changes

Create public business events for progress status changes to project tasks. For example, when a task moves from Not Started to In Progress status, the public event initiates activity in another application.

Quickly Add Resources to a Project

Use the Save and Add Another button to quickly add multiple resources and save time while creating project resources for resource assignment. This reduces the time needed to create project resources during the resource assignment process.

Define Project Roles with Limited Actions for Managing Resources on a Project

Create additional project roles that limit the actions available to manage resources on a project. For example, while the project manager has full access to create resource requests and manage project resource request details, a junior project manager does not have these capabilities.