- Revision History
- Overview
- Oracle Project Management Cloud
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Feature | Notes |
|---|---|---|
| 13 DEC 2019 | Project Management: View Custom Fields from Application Composer in OTBI |
Updated document. Revised feature information. |
| 06 DEC 2019 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update.
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REST APIs for Oracle Project Management Cloud
View Work Types Using a REST Service
View work types using the Work Types LOV REST service. This service provides faster search and selection of work type values.
View Project Types Using a REST Service
View project types using the Project Types LOV REST service. This service provides faster search and selection of project type values.
Manage Planning Resource Breakdown Structures for Projects and Project Templates Using a REST Service
Assign project resource breakdown structures to a project or project template using the Planning Resource Breakdown Structures for Projects REST service. You can use this service to mark a planning resource breakdown structure assignment primary and add new resource elements to it.
View Projects Using a REST Service
View projects using the Projects LOV REST service. This service provides faster search and selection of project values.
View Project Organizations Using a REST Service
View project organizations using the Project Organizations LOV REST service. This service provides faster search and selection of project organization values.
Create Actual Hours for Utilization Using a REST Service
Create actual hours for tracking resource utilization using the Project Resource Actual Hours REST service. You can bring in actual hours from any external application to support your resource management utilization reporting.
Manage Work Items Using a REST Service
View, update, and delete work items for a project or a project task using the Task Work Items REST service. Included in the Project Plans service, this service gives you visibility into the work items associated to the project tasks and the automated task completion criteria. Work items originate in Oracle Innovation Management, Oracle Product Development, and Oracle Sourcing. When the work item meets the completion criteria, your project task is automatically marked as complete.
View Project Tasks Using a REST Service
View project tasks using the Project Tasks LOV REST service. This service provides faster search and selection of project task values.
Capture and Publish Progress Using a REST Service
Capture and publish project progress using the Project Progress REST service. You can use this REST service to automate progress capture and publishing, thereby eliminating the need to manually perform these actions for project progress.
View Funding Source Using a REST Service
View funding sources using the Funding Sources LOV REST service. This service provides faster search and selection of funding sources values.
Oracle Project Management Cloud
Generate Invoices for Each Project
Generate separate invoices for each project associated to a common contract line and bill plan. Configure the invoice grouping method on a contract bill plan to create a separate invoice for each project associated to the contract lines assigned to the bill plan. Consolidate separate contract lines and bill plans previously required for each project into a single contract line and bill plan.
Removal of Project Spaces and Document Library
The ability to create project spaces as a document library for projects will no longer be available in future versions of Oracle Project Management Cloud. This removal of functionality includes the ability to create and access project spaces from both the Project Financial Management and Project Management work areas. You need to move your existing documents out of project spaces so that you can continue to access them. This removal is effective as of Release 13, Update 20A and reflects a change across all of Oracle Cloud Applications using Oracle WebCenter.
Leverage Project Classifications for Workflow Approval
Configure your project status change and financial plan (budget and forecast) approval workflows using project classifications. You can use the new attributes to configure rules to conditionally route approval notifications.
Plan for Labor Resources with Variable Hours for a Single Assignment
Assign labor resources to projects with variable hours each day and repeat the weekly pattern for the entire assignment. For example, within a single assignment, a resource may work Mondays and Tuesdays for 8 hours each day, Thursdays and Fridays for 4 hours each day and not work any hours on Wednesdays.
Drill Down to Tasks, Issues, or Action Items from OTBI
Drill down from Oracle Transactional Business Intelligence, or OTBI, to tasks, issues, action items, and change orders in the My Work work area. Add an action link on a column, such as task name, to enable the drill down using a deep link. A deep link is a URL to open a page without navigating through the application menu structure. Team members can easily navigate back and forth from the analysis to the application to review details.
Filter Tasks Based on Completed Predecessors
Filter to view your tasks that have predecessor tasks whose status is complete. The filter, Tasks with completed predecessors, enables you to identify and work on tasks that are no longer blocked by predecessor tasks.
Expedite Your Project Planning with a New User Experience
Easily schedule and manage your project plans in the new powerful user interface. This new high-performance user experience offers extensive drag and drop capabilities to efficiently manage task dependencies, reorganize your tasks, and fill down the task values to multiple tasks quickly. Project managers can take advantage of new visualization and scheduling capabilities, including displaying a progress line, viewing the tasks in a timeline format, identifying the critical path, scheduling summary tasks, and expanded support for milestone scheduling. In addition, project managers can see the same task dates in both financial plan and project plan on creating new financial project from Project Financial Management work area. These dates can act as the starting point for additional work planning and scheduling.
View Custom Fields from Application Composer in OTBI
View and report on custom fields from Application Composer for project resource requests, project issues, project deliverables, and backlog items in Oracle Transactional Business Intelligence, or OTBI, analyses. Add fields to meet your business requirements using Application Composer and then include these attributes in your reports.
Drill Down to the Project Management Work Area from OTBI
Drill down from Oracle Transactional Business Intelligence, or OTBI, to project details in the Project Management work area. Add an action link on a column, such as project name or project number, to enable the drill down using a deep link. A deep link is a URL to open a page without navigating through the application menu structure. Project managers can easily navigate back and forth from the analysis to the application to review details. Drill down to the project plan, financial plan, work items, project calendar, project resources, resource requests, budgets, track financial project progress, forecasts, task exceptions, or change orders.
Track Financial Plan Version Approval Status
Track the status of your financial plan versions that you have submitted for review and approval or those that are already approved or rejected. This feature is not only applicable for budgets that are submitted for baseline and forecasts that are submitted for approval but also baseline budgets and approved forecasts. Using this feature, you can view the approver whose approval is pending for your financial plan version from the Manage Project Budget and Manage Project Forecast pages. You can also view the approval hierarchy and the actions pending or taken by the approvers.
Plan for Nonlabor Resources as Equipment with Different Units of Measure
Plan for nonlabor resources as equipment in your financial project plans, project budgets, and project forecasts using appropriate units of measure. You can define the desired units of measure on the expenditure types associated to your nonlabor resources that are classified as equipment in your planning resource breakdown structures. The planning lines for such resources will now have the unit of measures that are defined in the associated expenditure types as the default value in your financial project plans, budgets, and forecasts. This allows more flexibility for you to plan for your nonlabor resources in units of measure other than Hours, especially for resources that aren't rate based.
View Project Budgets and Forecasts at the Resource Level in a Real-Time Analysis
Analyze project budgets and forecasts at the resource level and report on budget and forecast costs and revenue at a resource level for financial projects with reports built using the Project Control - Budgets Real Time and Project Control - Forecasts Real Time subject areas. For example, you can include the Resource dimension from the subject areas in your reports and view project budget and forecast details for an expenditure type or all expenditure types for a project, or choose to drill down to view the resource-level details from a project budget or forecast report that lists multiple projects.
Project-Driven Supply Chain is an end-to-end, integrated solution across the Oracle Supply Chain Management and Project Management Cloud applications. This solution is designed to support various business processes of manufacturing and asset-intensive companies.
You can use the Project-Driven Supply Chain solution to manage your supply chain processes in the context of projects without creating separate organizations for each project. You can also capture supply chain costs as project expenditures.
In this update, the Project-Driven Supply Chain solution is comprised of 11 features. The first nine features are part of the Oracle Supply Chain Management Cloud applications, and the last two features are part of the Oracle Project Management Cloud applications:
- Segregate and Manage Project-Specific Inventory
- Receive Project-Specific Supply
- Pick Project-Specific Inventory
- Ship Project-Specific Inventory
- Transfer Project-Specific Inventory
- Purchase Project-Specific Inventory
- Execute Project-Specific Manufacturing
- Perform Project-Specific Maintenance
- Execute Project-Striped Supply Chain Without Oracle Project Financials
- Capture Project-Driven Supply Chain Material and Manufacturing Costs (Oracle Project Management Cloud feature)
- Capture and Capitalize Project-Driven Supply Chain Asset Maintenance Costs (Oracle Project Management Cloud feature)
The Project-Driven Supply Chain features in Oracle Project Management Cloud are described in this document.
Capture Project-Driven Supply Chain Material and Manufacturing Costs
Enter project information to track supply chain costs on purchase receipts, material transfers, manufacture of goods, and maintenance activities to meet your contractual compliance obligations. Adjust your project-related costs and apply burden to capture indirect costs. At any time, review the total cost of services provided and track whether your project is on budget. Invoice your customers based on either project percent complete or milestone completion. To use this functionality, Opt in to Project-Driven Supply Chain feature in the Manufacturing and Supply Chain Materials Management Offering.
Capture and Capitalize Project-Driven Supply Chain Asset Maintenance Costs
Enter project information to track supply chain costs on purchase receipts, material transfers, and maintenance activities. Adjust your project-related costs and apply burden to capture indirect costs. At any time, project accountants can review the total cost of services provided, track whether your project is on budget, and capitalize the cost of the investment. To use this functionality, Opt in to Project-Driven Supply Chain feature in the Manufacturing and Supply Chain Materials Management Offering.