This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Product | Feature | Notes |
|---|---|---|---|
| 16 JUN 2020 | Project Management | Enhanced Microsoft Project Capabilities for the New Project Planning User Experience | Updated document. Revised feature information. |
| 05 JUN 2020 | Created initial document. |
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 Project Management Cloud
Planning Option Descriptive Flexfields for Project Forecasts REST API
View, create, and update planning option descriptive flexfields for forecast versions using the Project Forecasts REST API.
Project Cost Adjustment REST API
Adjust costs using the Project Costs REST API. For example, you can adjust the cost to make it billable.
Project Expenditure Batches REST API
View and update expenditure batches using the Project Expenditure Batches REST API. Update the batch status to Submitted to automatically initiate the expenditure batch approvals.
Work Items and Task Association REST API
Associate Oracle Sourcing Cloud negotiations and Oracle Product Development Cloud items as work items to a task using the Project Plans REST API. Set task completion criterion for each work item to automatically mark the task as complete when all associated work items meet their criteria.
Workflow for Project Management Cloud
Project Contract Invoice Notification Configuration
Predefined Oracle Business Intelligence Publisher templates generate email and in-application notifications for Project Contract Invoices. 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 contract invoice details.
Project Contract Invoice Approval Status Tracking
Easily check the approval status when viewing your contract invoices. Review who has approved already and who is currently pending so you can follow-up if needed.
Configurable Approval Notifications and Plan Types for Financial Plan Versions
Use the predefined Oracle BI Publisher notification template for financial plan version approval or configure your own to contain the information that you need. For example, you can change the company logo or add the project number and margin. The notification template is for both email and in-application notifications. Additionally, the actions displayed in the budget and forecast pages reflect the status change workflow setting for the financial plan type. For example, the Submit button displays only when the option to use workflow for status changes is enabled. The Create Baseline displays when the option to use workflow for status changes is not enabled.
Application Composer for Project Management Cloud
Application Composer for Projects
Extend projects using Application Composer. For example, add fields in a child object to project object to document project close notes close notes, retrospectives, and lessons learned. Child objects and their attributes are available in Oracle Transactional Business Intelligence after setting up new custom subject areas.
Application Composer for Project Resource Assignments
Extend project resource assignments using Application Composer. For example, add a field to document the visa requirements. Fields added using Application Composer are instantly available for analysis using the Oracle Transactional Business Intelligence, Project Resource Management-Resource Management Real Time subject area.
Oracle Project Management Cloud
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.
For additional information about labor distribution see the 20B What's New: Distribute Payroll Amounts Using Labor Schedules
Award Number Filter for Labor Costs
Quickly get a comprehensive list of labor costs for an award using the Manage Labor Costs page. The Award Number filter displays costs that have distributions for the specified award.
Labor Schedule and Labor Cost Data in OTBI
View and report on labor schedules and costs using Oracle Transactional Business Intelligence. For example, review summary and detail information for managing labor cost distribution errors.
Quickly create a new labor schedule version by duplicating an existing one. For example, duplicate the labor schedule and then adjust the new version for small funding changes.
Standard Date-Effective Resource Rates for Planning Costs
Plan costs using the date-effective rate for resources, rather than the resource rate defined for the first day of the period, for greater control and accuracy when resources have multiple rates within a period.
Allocations Generation for a Group of Rules
Save time by submitting allocations for a group of rules at once. Project accountants assign the allocation rule to a group of similar rules. For example, create a group of allocation rules for labor or overhead expenses. Instead of submitting allocations individually for each rule, select the rule group to generate the allocations for all the rules in the group.
Capital Interest Calculation Without an Organization Hierarchy
Bypass creating an organization hierarchy for capitalized rate schedules when you don't need the complexity of an organizational hierarchical structure.
Work Item Planning for Negotiations and Project Deliverables Using the New Project Planning User Experience
Plan for Oracle Sourcing Cloud negotiations and project deliverables using the new planning user experience. Set task completion criterion for each work item to automatically mark the task as complete when all associated work items meet their criteria. To use this feature, opt in for the feature, Expedite Your Project Planning with a New User Experience.
Enhanced Microsoft Project Capabilities for the New Project Planning User Experience
The Microsoft Project integration is expanded to match the scheduling capabilities available when using the new planning user experience. These include summary task dependencies and additional constraint types for milestones. Opt in for the feature, Expedite Your Project Planning with a New User Experience, to take advantage of these new capabilities.