Update 19C

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.

Disclaimer

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Common Technology and User Experience

REST APIs for Oracle PPM Cloud

Project Billing

Unrelease Invoices Using a REST Service

Change the status of released invoices back to approved using a REST service.

Project Costing

Manage Project Costs Using a REST Service

View and update project costs using the Project Costs REST service. Additionally, you can update values for the project costs descriptive flexfields and bill rate override attributes such as external and intercompany bill rate and bill rate currency.

Project Foundation

Create Burden Schedule Override for Award Project Using a REST Service

Create and retrieve the override burden schedule for the award project using the Awards REST service.

Project Control

Update Project Forecasts Using a REST Service

Update project forecasts using the Project Forecasts REST service. This feature allows you to update forecast versions, planning resources that are assigned to tasks, and summary and periodic planning amounts for the forecast versions. Further, you can also approve and lock or unlock forecast versions using this feature. Thus, you have greater control while managing your project forecasts using the REST service.

Manage Task Descriptive Flexfields and Additional Task Attributes Using a REST Service

View, create, and update descriptive flexfields for project tasks as per your business needs to capture and display additional information using the existing Tasks REST service. This provides more flexibility to your project tasks by enabling you to accommodate additional information that you want to track for financial and execution tasks. Additionally, the Tasks REST service now supports more key attributes such as service type, work type, and so on for all the standard operations.

Delete Project Forecasts Using a REST Service

Delete existing project forecast versions using the Project Forecasts REST service. You can also delete planning resources that are assigned to tasks, and summary and periodic planning amounts for the forecast versions using this REST service.

Project Resource Management

Manage Resource Nominations and Fulfill Project Resource Requests Using a REST Service

Nominate resources on a project resource request using the Project Resource Request REST service. In addition, you can change the status of the resource on the request. Updating resource status on the request will fulfill the project resource request when appropriate. For example, if you change the status of a resource on the request to confirmed or reserved and the resource manager approves it, the service will fulfill the request if the requested quantity has been fulfilled. This service enables resource managers to nominate resources on a request,and project managers and resource managers to update the staffing status on the resources associated to the request.

Initiate Workflow Notifications from Request and Assignment REST Services

Initiate workflow notifications for project resource requests and project resource assignments actions using the existing Project Resource Request and Project Resource Assignment REST services. The service initiates workflow approvals and FYI notifications as applicable for these objects. For example, when a project manager requests for a resource via the REST service, the request staffing owner receives an FYI notification. When a resource manager directly assigns a resource on the project, the project manager receives an FYI notification. Similarly, approval notifications are also sent where applicable. For example, when a project manager adjusts an assignment, the resource manager receives an approval notification.

Approve and Reject Resource Assignment Adjustments Using a REST Service

Approve or reject a request for assignment schedule change or assignment cancellation using the Project Resource Request REST service.

Project Management

Manage Project Plan Baselines and Amounts Using a REST Service

Create, read, update, and delete project plan baselines using the Project Plans REST service. You can also manage labor and expense amounts and read project calendars using this service.

Create, Read, and Update Work Plan Templates Using a REST Service

Create, read, and update work plan templates using the Work Plan Templates REST service. A work plan template is a standard set of project tasks, resource assignments, and deliverables available for use across projects. You can use them to create a new project plan or to add tasks to an existing project plan.

Oracle PPM Cloud

Project Billing

Display All Existing Invoice Format Attributes When Grouping Option is All

Select the All invoice grouping method to view all existing labor, nonlabor, or event attributes for an invoice format. You can select these attributes to group transactions into invoice lines and into the invoice line description.

Set Voting Percentage and Outcomes on Parallel Approval

Set voting outcomes and related approval percentages on parallel approval workflows to define how many responses are required before an invoice is approved or rejected. The settings enable you to configure approval workflows to meet your specific business requirements.

Set Delete Invoices Default for the Generate Invoices Process

Specify the default setting of the parameter Delete Approved and Approval Rejected Invoices to No when generating invoices. Setting the default option to No enables you to avoid accidentally running the process and deleting approved and rejected invoices.

Enable Associated Task Reporting in Project Billing

Include associated tasks in addition to the transactional tasks on reports using the Project Billing Real Time Analysis subject area.

Edit Receivables Number on Transfer Rejected Invoices

Edit the receivables invoice number for rejected invoices after you have transferred them to Oracle Receivables Cloud. This ability enables you to resolve duplicate invoice number issues.

Predict Loss on Fixed Price Contracts Using Billing Events

Define business-specific calculations to create billing events to accrue predicted losses on fixed price contracts using the project process configurator.

View and Resolve File-Based Data Import Errors for Billing Events Using the Excel Template

View and resolve errors encountered while importing billing events using the file-based data import in the same XLSM template used for upload. The output file includes all error transactions and corresponding error details in the format as needed by the import process.

Record Cost Accrual Using Billing Events

Define business-specific calculations for to create billing events to record cost of goods sold using the project process configurator.

Recognize Advanced Fixed Price Revenue Using Billing Events

Define business-specific calculations to create billing events to recognize revenue for fixed price contracts using the project process configurator.

Project Costing

Conditionally Override Expenditure Item Date for Matched Supplier Invoices

For matched supplier invoices, override the expenditure item date on invoice distributions when the expenditure item date is not within the project, task, or award duration. The override for the invoice distribution is the earliest date among the project, task, and award end date.

Set Current Period by Default When Generating Project Allocations

The period parameter is no longer required when generating project allocations. If you do not specify a period, then the process uses the current period.

Update Unprocessed Project Costs for Which Funds Are Reserved Against a Control Budget Using a REST Service

Update unprocessed project costs for which funds are already reserved against a control budget using the Unprocessed Project Costs REST service.

Provide Project Numbers as Optional Parameters for the Generate and Transfer Capital Assets Process

Specify values for the From and To Project Number parameters optionally for the Generate and Transfer Capital Assets process. If you leave this parameter blank, then the process considers all projects.

Project Foundation

Change Project Status Directly from Project Basic Information Region

Change the project status while reviewing the overall project information. Project Administrators can save time and update the status directly from the Project Basic Information region of the Manage Financial Project Settings page, rather than navigating to detailed pages to make the update.

Flexibly Set Up Automatic Numbering for Projects

Configure project numbering based on your business requirements. You can set up the project numbering by one of the following dimensions; project unit, business unit or project type. You can also prefix the project numbers as needed.

Maintain a Single Source of Truth for Project Team Members and Labor Resources

Manage all your labor resources for planning, controlling access to a project and project plan assignment using a single user interface, allowing for better collaboration between the project manager and project administrator. Allow project administrators to manage the named as well as placeholder resources for the projects. With a single source of truth for project labor resources, the same information will be available to project managers and project administrators to execute project work including tracking time, and viewing the resource assignment status. You can now route your approval workflow notifications to the primary project manager for projects including those having multiple active project managers.

Project Control

Handle Large Project Budget, Forecast, and Financial Project Plan Import Volumes by Leveraging File-Based Data Import

Leverage the Import Project Budgets, Import Project Forecasts, and Import Financial Project Plans using file-based data import features to efficiently import large volumes of project budgets, forecasts, and financial project plans from third-party applications. This feature automatically divides large volumes of data into manageable batches that are processed in parallel.

Check Project Transaction Dates in Feeder Systems While Changing Project Task Dates

When you modify the task dates, the new dates are compared with the dates of transactions in not just the Project Financial Management application but also those in other feeder systems such as Procurement, thereby ensuring that none of the transaction dates get invalidated for the new task dates. So, the integrity of your project financial plan isn't disrupted when you change the project task dates.

Retain Spread Across Periods from Source While Generating Forecast Versions from Existing Plan Versions

Retain the spread of planned amounts from the source in the periodic forecast lines when you generate a forecast version from an existing plan version. If you select to retain the spread from the source version across periods, then the spread curves defined at resource level for your forecast version are ignored and the amounts are spread in a proportion that is relative to your source amounts across the remaining periods.

Project Resource Management

View Resource Management Analytics in a Real-Time Analysis Dashboard

View and report on resource management analytics using a real-time analysis dashboard for resource managers. For example, review summary information for resource supply and demand and drill down to review report details. You can also modify a copy of the dashboard to fit your own business requirements.

Optimize Scheduled Processing in Resource Management

Frequently used Project Resource Management scheduled processes for resource utilization and actual hours are streamlined to optimize processing efficiency.

Capture Rejection Reason for Proposed Resources

As a project manager, you can reject the proposed resources when they are nominated, or proposed for a confirmed or reserved assignment. Resource Managers can also reject the nominated resources when they are returned to them for their final approval. This feature allows capturing the reason for rejection if the project manager or resource manager rejects a resource.

Project Performance Reporting

Optimized Update of Project Performance Data to Handle Large Volumes

The Update Project Performance Data process is enhanced to automatically determine the optimum number of projects that must be processed by each helper process. This results in faster processing of data and also removes the need for you to enter or modify values for the various profile options related to the Update Project Performance Data process.

Task Management

Expedite Time Capture and Task Management in PPM Mobile

Select your most commonly used expenditure type in the PPM Mobile time capture preferences to accelerate time entry. You can also leverage additional search logic to find tasks that are most relevant to you.