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 |
|---|---|---|
| 06 MAR 2020 | Created initial document. |
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.
Quickly Navigate to Projects and Complete Your Project Management Work
Expedite accessing your project and getting to work on critical project activities. Project managers choose whether to go directly to the last project they worked on or to the project list in the Project Management work area. They can also go directly to detailed pages such as the project plan, change orders, or budgets from the project list.
Extend Project Change Orders Using Application Composer
Extend project change orders using Application Composer. For example, add a field to document the change order root cause or justification for high priority change orders. Fields added using Application Composer are instantly available for analysis using the Oracle Transactional Business Intelligence, Project Management-Change Management Real Time subject area.
Configure Project and Task Management Notifications
Predefined Oracle Business Intelligence Publisher templates generate email and in-application notifications for Project and Task Management. Project application administrators can create and use configurable templates so that the notifications contain the information you need. For example, you can change the company logo or add additional project or task details.
Configure Resource Management Notifications
Predefined Oracle Business Intelligence Publisher templates generate email and in-application notifications for Resource Management. Project application administrators can create and use configurable templates so that the notifications contain the information you need. For example, you can change the company logo or add additional resource details.
Schedule Labor Resources with Variable Hours for Multiple Assignments
Create multiple assignments for labor resources on projects with variable hours each day and repeat the weekly pattern for the length of the assignments. Adjust schedules for multiple assignments that are scheduled with variable hours. For example, resource managers can create multiple resource assignments for a project and set a variable hours pattern for each resource. Resource managers can also adjust the variable hours patterns for multiple resource assignments in a single action.
Add Project Approved Requisitions That Have Budgetary Control Enabled to an Open Purchase Order
Buyers can add new project approved requisitions that have funds reserved to an open purchase order. This allows both original demand and new demand to be consolidated into a single purchase order. To use this functionality, Opt in to Add New Approved Requisitions to Existing Open Purchase Orders feature in the Procurement Offering.
Use Additional Sources When Accounting for Project Related Cost and Revenue
Additional sources are available for project costs and revenue to allow greater flexibility when creating account rules, mapping sets, and description rules.
Distribute Payroll Amounts Using Labor Schedules
Introducing labor distribution capabilities allows for the distribution of payroll amounts to project or general ledger accounts using labor schedules. These labor schedules specify the duration and percentage to track a person's effort spent on award or project related work or any other work. Project and grant administrators can use the distributed labor cost information to satisfy audit, effort, or other reporting requirements.
Update User-Defined Attributes in Project Costs Using a REST Service
Update the user-defined attributes that you have defined for your project costs using the Project Costs REST service. Using this service, you can update character attributes USER_DEF_ATTRIBUTE1 through USER_DEF_ATTRIBUTE10 that are included in the Project Standard Cost Collection Flexfields. This enables you to easily edit the information that you capture using these attributes for your project costs according to your business requirements.
Review and Approve Expenditure Batches Before Creating Project Costs
Review and approve project expenditure batches before creating project costs. Project application administrators can use the Project Expenditure Batch Approval workflow to configure appropriate approval rules to notify approvers to explicitly review and approve expenditure batches. This provides you greater control over your expenditure batches and ensures the appropriate review of cost transactions to prevent unwarranted project costs.
Import All Pending Costs for a Source Using the Import Costs Process
Set Process Through Expenditure Item Date parameter as blank by default while running the Import Costs process to import all pending costs for a specific source.
Allow Changes to Project Attributes on an Open Purchase Order
Allow buyers to change project attributes on an open purchase order. If budgetary control is enabled, project funds checks and adjustments to funds reservations and encumbrance accounting are automatically handled based on the new values defined on the project related purchase order line.
Create Project Contract Invoice Accounting Using Project Attributes
Contract administrators and billing specialists can save time by avoiding the entry of project-related values in contract and invoice descriptive flexfields for invoice accounting purposes. Accounts receivable managers can derive the desired account segment values for invoice accounting by specifying various project attributes in Subledger Accounting rules.
Enter Project Number and Task Number on Associated Projects Page
Enter either a project name or project number and either a task name or task number when associating a project and task to a contract line. Contract Administrators can save time by directly entering the project number and task number, rather than navigating to the Search and Select page to search by project number and task number.
View a Receivables Invoice from Manage Project Invoices Page
In the Project Management work area, view the details of the corresponding receivables invoice in the Manage Project Invoices page. Project managers can see the invoice image sent to the customer, the actual invoice amounts including freight and taxes, the invoice accounting, and a summary of balances including original invoice amounts and payment receipts.
Add Persons Without HCM Assignments as Project Team Members
Add any person with or without an assignment in HCM as a project team member. It enables project managers and project administrators to add and plan for project team members before they are formally assigned an active assignment in HCM.
Quickly Configure Business Units for Projects
Accelerate the business unit setup for projects by accepting the default configuration options or overriding defaults as necessary. For example, common accounting periods is enabled by default, but can be changed to use different project accounting periods. Application administrators can now assign a single organization hierarchy for both project and task owning organizations and project expenditure organizations.
Set Up and Manage Project Organizations Using a Guided Flow
Create and maintain your project organizations using a simple flow that walks you through each step in a single page. The flow guides you through classifying an organization as a project organization, adding it to a hierarchy, and completing all other prerequisites to make the organization ready for use.
Import and Update Project Progress Using File-Based Data Import
Migrate progress data for your projects from a third-party application using the Import Project Progress file-based data import feature. Using this feature, project application administrators and project integration specialists can easily import large volumes of published project progress data from legacy systems into Project Control Cloud. They can also update draft progress data for the existing projects.