Update 19D

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

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

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

Common Technology and User Experience

REST APIs for Oracle PPM Cloud

Project Resource Management

Manage Project Resource Pools Using a REST Service

View, create, update, and delete project resource pools using the Project Resource Pools REST service. It makes it easy for you to maintain a large number of resources and resource pools. You can review payload examples for the Project Resource Pools service in the REST API for Oracle Project Portfolio Management Cloud guide.

Project Management

Delete Work Plan Templates Using a REST Service

Delete work plan templates using the Work Plan Templates REST service. Typically, you use this operation to delete obsolete work plan templates. You can review payload examples for the Work Plan Templates service in the REST API for Oracle Project Portfolio Management Cloud guide.

Read Project and Task Code Settings Using a REST Service

Read project and task code settings such as name, description, and type using the Enterprise Project and Task Codes REST service. If a project or task code is a value set, the service also retrieves the list of accepted values for it. You can review payload examples for the Enterprise Project and Task Codes service in the REST API for Oracle Project Portfolio Management Cloud guide.

Project Billing

Submit a Project Contract Invoice Using a REST Service

Submit a project contract invoice using a REST service. You can review payload examples for the Project Contract Invoices service in the REST API for Oracle Project Portfolio Management Cloud guide.

Project Costing

Create Unprocessed Project Costs Using a REST Service

Create unprocessed project costs using the Unprocessed Project Costs REST service. You can create unprocessed project costs for third-party transaction sources using this feature. You can review payload examples for the Unprocessed Project Costs service in the REST API for Oracle Project Portfolio Management Cloud guide.

Transfer Project Costs to New Expenditure Type Using a REST Service

Update the expenditure type on your project costs using the Project Costs REST service. You can perform this adjustment using the custom operation adjustProjectCosts. This allows you to retroactively transfer your project costs from one expenditure type to another and view the adjustment details, such as adjustment status, and when and by who the adjustment was made. You can review payload examples for the Project Costs service in the REST API for Oracle Project Portfolio Management Cloud guide.

Update Account Information on Project Costs Using a REST Service

Update the imported account information on project costs using the Project Costs REST service. You can perform this adjustment using the custom operation adjustProjectCosts. This feature allows you to update credit and debit accounts for raw, burden, and burdened costs on project cost transactions until the project cost is accounted. You can review payload examples for the Project Costs service in the REST API for Oracle Project Portfolio Management Cloud guide.

Project Foundation

Manage Additional Project Attributes Using a REST Service

View, create, and update project organization and additional project attributes using the Projects REST service. You can review payload examples for the Projects service in the REST API for Oracle Project Portfolio Management Cloud guide.

Manage Additional Project Task Attributes Using a REST Service

Update task owning organization for existing project tasks by using the Tasks REST service. This feature allows you to create tasks under one organization and move them to a different organization later using the service. You can also view and update other key task attributes such as burden schedule, source reference, and cross-charge attributes. You can review payload examples for the Tasks service in the REST API for Oracle Project Portfolio Management Cloud guide.

Update Burden Schedule Override for Award Project Using a REST Service

Update override burden schedule for award projects using the Awards REST service. You can review payload examples for the Awards service in the REST API for Oracle Project Portfolio Management Cloud guide.

Manage Project Plan Type for Project Templates Using a REST Service

View and create project plan type of a project template using the Project Templates REST service. You can review payload examples for the Project Templates service in the REST API for Oracle Project Portfolio Management Cloud guide.

Oracle PPM Cloud

Project Resource Management

Efficiently Create and Maintain Project Enterprise Resources

Leverage new options for creating and maintaining your project enterprise resources. You can choose which resource maintenance conditions to apply when you import HCM people as project enterprise resources. For example, in a large organization, you may choose to separate out conditions for different parts of your company. In addition, you can create conditions based on an organization and also choose whether the conditions apply to the organization's hierarchy. This feature increases efficiency and reduces overhead as you can create fewer conditions and apply them to multiple criteria.

Navigate Directly Between Your Real-Time Analysis and Project Resources Work Area

Pair deep linking with Oracle Transactional Business Intelligence to create an actionable analysis for your resource managers. A deep link is a URL to open a page without navigating through the application menu structure. Deep links provide navigation to a specific resource, resource assignment, and resource request.

Fulfill Requests and Create Assignments with Future-Hired Resources

Add employees and contingent workers with hire dates set in the future as managed resources and confirm or reserve these resources on upcoming project assignments. The future-hired resources will appear in project resource request search results and you can select them for assignments that start on or after their hire date. For example, a college hire starts in two months and you can line up an initial project assignment ahead of time.

Project Performance Reporting

Review Summarized Project Performance Insights Using a REST Service

View aggregated, high-level performance information for your project. You can review payload examples for the Project Insights service in the REST API for Oracle Project Portfolio Management Cloud guide.

Summarize Project and Contract Performance Data Using a Single Scheduled Process

Summarize project and contract performance data by using a single scheduled process. You can use either the Update Project Performance Data or the Update Project Contract Performance Data process to generate summarized data for both projects and contracts. This removes the need for you to schedule both the processes.

Project Billing

Define Receivables Accounting Rules with Additional Award Attributes

Allow for consistent treatment of account derivation between cost, revenue, and receivables. You can use additional award details to drive the generation of the receivables general ledger account while accounting for project related invoices.

Support Zero Discount Percentage for Nonlabor Rate Overrides

Override the standard discount rate with a zero discount rate in the nonlabor rate overrides. This allows customers to manage their contracts efficiently without creating additional contract lines and bill plans.

Define Multiple Bill-to Accounts for Intercompany Contracts

Select multiple bill-to accounts on an intercompany contract and transfer these to receivables on intercompany invoices. Each bill plan on an intercompany contract can have its own bill-to customer account, so that taxes can be calculated accurately. This allows customers to manage their contracts more efficiently by reducing number of contracts.

View Associated Task Dimensions in a Receivables Real-Time Analysis

View and report on Project Billing associated task dimensions in the Receivables - Transactions Real Time subject area.

View Contract Line Dimensions in a Receivables Real-Time Analysis

View and report on contract line dimensions in the Receivables - Transactions Real Time subject area.

Calculate Revenue Amounts with the Project Process Configurator Using Additional Source Filters

Use the project status, project type, expenditure type, or expenditure type class when formulating sources used as input to revenue amounts calculated by the Project Process Configurator. For example, you can choose to define a source called Total Actual Cost and exclude items with a specific expenditure type. This allows customers to restrict the conditions under which a source is used in the definition of revenue calculation.

Identify Causes of Billing Transaction Exceptions with a Zero Amount

Receive separate error messages identifying the specific reasons why a billing transaction exception with a zero amount is recorded. For example, in the case of cost reimbursable billing, you will receive a specific transaction exception when the cost on the expenditure item is zero, and hence the bill amount is calculated as zero.

Project Costing

View Construction-in-Process Account in a Real-Time Analysis

View and report on the Construction-in-Process (CIP) account for analyzing project assets lines using the Project Costing - Assets Real Time subject area. The cost account, cost balancing segment, cost center, and natural account are available to verify the CIP balances after you generate and transfer them to fixed assets.

Grants Management

Allow Budget Period Updates on Awards Without Budgetary Control

Update the duration of the award budget periods if there are no transactions, when you receive a modification from your sponsor. The Grants Administrator can update the period when projects associated with the award are not enabled for budgetary control, and then re-establish the budget and view accurate budget, actual and commitment balances for the award and associated projects.