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:

Date	Feature	Notes
20 SEP 2019		Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

Optional Uptake of New Features (Opt In)

Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users in a couple of ways:

Access the Opt In page from the New Features Work Area

1. Click the Navigator, and then click New Features (under the My Enterprise heading)
2. On the New Features page, select the offering that includes new features you’d like to review
3. Click Go to Opt In for any feature you want to opt in
4. On the Edit Features page, select the Enable option for the feature, and then click Done

or...  Access the Opt In page from the Setup and Maintenance Work Area

1. Click the Navigator, and then click Setup and Maintenance
2. On the Setup page, select your offering, and then click Change Feature Opt In
3. On the Opt In page, click the Edit Features icon for any area that includes features you want to opt in
4. On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close. 
5. Click Done.

Opt In Expiration

Occasionally, features delivered Disabled via Opt In may auto enable in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially auto enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.

Feature Summary

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.

The service has a parent resource and 2 child resources as follows:

REST Resource	Description
Project Resource Pools	The Project Resource Pools REST resource is used to view, create, and manage project resource pools.
Project Resource Pool Managers	The Project Resource Pool Managers REST resource is used to view, create, and delete project resource pool managers associated to a resource pool.
Project Resource Pool Members	The Project Resource Pool Members REST resource is used to view, create, and update project resource pool members assigned to a resource pool.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Tips And Considerations

The Resource Pool object has a composite key as its primary key. To update or delete a resource pool, you need to get the composite key to pass it in the PATCH and DELETE URL. Follow these steps:

1. Perform a GET operation passing using a query parameter.

For example, add this to your GET URL to query resource pool by resource pool name: q=ResourcePoolName='A6 Resource pool'

The query result displays all the attributes of the resource pool and includes a link with the hash key to the resource pool record:

    

2. Use the URL given in the "href" link in the PATCH or DELETE operation to update or delete the resource pool record.

Key Resources

• Related Help: REST API for Oracle Project Portfolio Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need this privilege and one of the roles:

• Privilege Name and Code:
  • Manage Project Resource Pools (PJR_MANAGE_PROJECT_RESOURCE_POOLS_PRIV)

• Job Role Name and Code:
  • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
  • Project Application Administrator ( ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB )

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.

A work plan template is a standard set of project tasks, resource assignments, and deliverables available for use across projects. They are used to create a new project plan or to add tasks to an existing project plan.

Payload examples for this REST service are available in the REST API for Oracle Project Portfolio Management Cloud guide.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Review the changes to the Work Plan Templates service, and update your REST client.

Tips And Considerations

You can only delete the work plan templates that you have created.

Key Resources

• Related Help: REST API for Oracle Project Portfolio Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need this privilege or role:

• Job Role Name and Code
  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)

• Privilege Name and Code
  • Create Project Work Plan Template (PJT_CREATE_PROJECT_WORK_PLAN_TEMPLATE_PRIV)

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.

During implementation, project application administrators can create enterprise project codes and enterprise task codes to track additional project or project task details that need to be captured. For example, they can create a task code to capture the type of work done for each project task. And, if there is a finite set of values to capture the type of work done, they also define a list of accepted values for it.

Payload examples for this REST service are available in the REST API for Oracle Project Portfolio Management Cloud guide.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Tips And Considerations

• The Enterprise Project and Task Codes REST service only provides access to the enterprise project code settings and the enterprise task code settings: It does not provide access to enterprise project codes values or enterprise task codes values assigned to a particular project or task, respectively. You can access the enterprise project code values assigned to a project using other REST services such as the Projects and the Project Plans REST services depending on the role needs. Similarly, you can access enterprise task code values assigned to a project using the Tasks resource of the Projects and the Project Plans REST services.

Key Resources

• REST API for Oracle Project Portfolio Management Cloud guide available on the Oracle Help Center.

Role Information

To read Enterprise Project Code Settings, you need this privilege or role:

• Job Role Name and Code
  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)

• Privilege Name and Code
  • Manage Project Work Plan (PJT_MANAGE_PROJECT_WORK_PLAN_PRIV)

To read Enterprise Task Code Settings, you need this privilege or role:

• Job Role Name and Code
  • Team Collaborator (ORA_PJF_TEAM_COLLABORATOR_ABSTRACT)

• Privilege Name and Code
  • Manage Project Tasks (PJL_MANAGE_PROJECT_TASKS_PRIV)

Project Performance Reporting

Review Summarized Project Performance Insights Using a REST Service

The Project Insights REST service highlights 29 points of interest for your project. These include the overall project health, budget and spend, and project progress. View the details for items that require your attention such as over and under resource allocations, missing time cards, invoice approvals, and task exceptions. Be prepared with details about resource assignments ending soon and upcoming milestones that are due.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Submit or schedule one of the following processes to collect and summarize the project insights.

• Update Project Performance Data
• Update Project Performance Data Without Producing Report (recommended)

Tips And Considerations

Key Resources

• Related Help: REST API for Oracle Project Portfolio Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need these privileges or roles:

• Job Role Name and Code
  • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY)

• Privilege Name and Code
  • Manage Project Performance (PJS_MANAGE_PROJECT_PERFORMANCE)

You can only view insights for the projects for which you are assigned.

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.

Change the status of a draft invoice to submitted using a REST Service. If you have enabled invoice approval workflow, the service will call invoice approval workflow to automatically notify the appropriate people and add the invoice to those individuals’ worklist for approval or rejection.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• Related Help: REST API for Oracle Project Portfolio Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need one of these roles:

• Job Role Name and Code:
  • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)

Project Costing

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.

Adjustment History Tab Displaying the Update Accounts Adjustment Performed Using the REST Service

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Tips And Considerations

• When you update the imported accounts on a project cost, the existing accounts are replaced with the new accounts on the existing cost distributions.

• You can't perform this adjustment on a project cost that's already accounted or adjusted.

• If you provided incorrect accounts (for example, incorrect value for company or department code segments) while creating the project costs due to which you can't account and post the cost to the general ledger, then instead of having to edit your SLA rules as a workaround, you can simply update the accounts on the project cost using this feature.

Key Resources

• Related Help: REST API for Oracle Project Portfolio Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need these privileges or roles:

• Privilege Name and Code:
  • Edit Project Expenditure Item Costing (PJC_EDIT_PROJECT_EXPENDITURE_ITEM_COSTING_PRIV)

• Duty Role Name and Code:
  • Project Cost Transaction Processing (ORA_PJC_PROJECT_COST_TRANSACTION_PROCESSING_DUTY)

• Job Role Name and Code:
  • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)
  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)

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.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• Related Help: REST API for Oracle Project Portfolio Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need these privileges or roles:

• Privilege Name and Code:
  • Manage Project Unprocessed Expenditure Item (PJC_MANAGE_PROJECT_UNPROCESSED_EXPENDITURE_ITEM_PRIV)

• Job Role Name and Code:
  • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
  • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)

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.

Adjustment History Tab Listing the Transfer of a Project Cost to a New Expenditure Type Performed Using the REST Service

Resulting Costs on the Manage Project Costs Page

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Tips And Considerations

• When you transfer a project cost to a different expenditure type, two new project costs are created by the application:
  • Reversal for the existing project cost with the original expenditure type
  • New project cost with the updated expenditure type
• The REST service returns the transaction number of the new project cost in the response for easy reference. For example, The project cost with transaction number 7861598 was adjusted and as a result the following project costs were created with transaction numbers: 7876610.

Key Resources

• Related Help: REST API for Oracle Project Portfolio Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need these privileges or roles:

• Privilege Name and Code:
  • Transfer Project Expenditure Item (PJC_TRANSFER_PROJECT_EXPENDITURE_ITEM_PRIV)

• Duty Role Name and Code:
  • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT)
  • Project Cost Transaction Processing (ORA_PJC_PROJECT_COST_TRANSACTION_PROCESSING_DUTY)

• Job Role Name and Code:
  • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)
  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB)

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.

Following is the list of attributes that will now be available in Projects REST service.

• Planning Project
• Project Currency Conversion Rate Type
• Project Currency Conversion Date Type Code
• Project Currency Conversion Date
• Capitalized Interest Rate Schedule ID
• Capitalized Interest Rate Schedule
• Capitalized Interest Stop Date
• Asset Cost Allocation Method Code
• Capital Event Processing Method Code
• Burden Schedule ID
• Burden Schedule
• Burden Schedule Fixed Date
• KPI Notifications Enabled
• Include Notes in KPI Notifications

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• Related Help: REST API for Oracle Project Portfolio Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need these privileges or roles:

• Job Role Name and Code:
  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
  • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)

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.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Tips And Considerations

You can now view and update the following attributes using the Tasks REST service:

• Organization
• Organization ID
• Allow Cross-Charge Transactions from Other Business Units
• Process Cross-Charge Transactions for Labor
• Process Cross-Charge Transactions for Nonlabor
• Burden Schedule
• Source Reference
• Source Application

Key Resources

• Related Help: REST API for Oracle Project Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need these privileges or roles:

• Privilege Name and Code:
  • Manage Project Service (PJF_MANAGE_PROJECT_SERVICE_PRIV)
  • View Project Service (PJF_VIEW_PROJECT_SERVICE_PRIV)

• Duty Role Name and Code:
  • Project Execution Application Administration (ORA_PJT_PROJECT_EXECUTION_APPLICATION_ADMINISTRATION_DUTY)

• Job Role Name and Code:
  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
  • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)

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.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• Related Help: REST API for Oracle Project Portfolio Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need these privileges or roles:

• Job Role Name and Code:
  • Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR)
  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)

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.

Steps to Enable

Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• Related Help: REST API for Oracle Project Portfolio Management Cloud guide available on the Oracle Help Center.

Role Information

To use this feature, you need these privileges or roles:

• Job Role Name and Code:
  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
  • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)

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.

Here are the options available in the Manage Project Enterprise Labor Resource Maintenance Conditions setup page to use this feature.

1. Enable the conditions that you want the Maintain Project Enterprise Labor Resource process to pick up. By default, all the conditions are selected.

2. Select the Include organization hierarchy checkbox to indicate if you want to include hierarchy under the selected organization. Enter the hierarchy from which the organization and it's child nodes will be selected. Your organization hierarchy could be a single hierarchy that includes organizations of all classifications which is the Generic organization hierarchy, or a department hierarchy which includes only organization which has department classification.

Organizations and organization hierarchy are part of HCM workforce structures setup as part of Global Human Resources implementation.

Steps to Enable

The new features are available by default on the Manage Project Enterprise Labor Resource Maintenance Conditions setup page.

Tips And Considerations

After upgrade to this release, all existing conditions will continue to work as before. They are all selected by default. You can disable a condition if required.

Key Resources

• Related Help: Project Enterprise Labor Resource Maintenance Conditions in the Implementing Project Execution guide available on the Oracle Help Center.

Role Information

To use this feature, you need this role:

• Job Role Name and Code:
  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

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

Resource Managers can use Oracle Transactional Business Intelligence (OTBI) to provide real-time insights for your project resourcing needs. When the insights require action, you can now navigate to the actionable item easily using deep linking. A deep link is a URL to open a page without navigating through the application menu structure. By adding deep link URLs to your analysis, you can navigate directly to the Edit Resource Request, Edit Resource Assignment, and Resource Details pages.

Steps to Enable

Leverage new subject area(s) by adding to existing reports or using in new reports. For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Tips And Considerations

Adding a deep link interaction to your analysis takes just a few steps.

1. Create an analysis using the Project Resource Management - Resource Management Real Time subject area. Add the desired unique key as a column in your analysis.

• Resource > Resource ID
• Request > Project Request Details > Project Resource Request ID
• Assignment > Project Assignment > Project Resource Assignment ID

2. Select the Column Properties for the resource, request, or assignment attribute that you want to associate the deep link to. This can be the unique key or any other attribute such as the name or number.

3. On the Column Properties, Interaction tab, select Action Links for the Value Primary Interaction.

4. Select the Add icon. Enter a name for the action link and then choose the Navigate to a Web Page action

5. Enter the deep link URL. Replace the host name with your host name.

Application Page	URL
Edit Project Resource Request	//<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=requestId=@{2}&action=@{3}
Resource Details	//<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=resourceId=@{2}&action=@{3}
Edit Project Resource Assignment	//<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=assignmentId=@{2}&action=@{3

6. Add the three token parameters for the object type, object key, and action.

.

Application Page	Object Type	Object Key	Action
Edit Project Resource Request	PROJECT_RESOURCE_REQUEST	Project Request Details.Request Number	EDIT
Resource Details	PROJECT_RESOURCE	Resource.Resource Key	EDIT
Edit Project Resource Assignment	PROJECT_RESOURCE_ASSIGNMENT	Project Assignment.Assignment Number	EDIT

 7. Save your changes.

Key Resources

• Related Help: Additional options are available to go back and forth between the analysis and the application page. For more information, see the Creating and Administering Analytics and Reports guide available on the Oracle Help Center.

Role Information

To use this feature you need this role:

• Job Role Name and Code
  • Resource Manager (ORA_PJF_RESOURCE_MANAGER)

Resource requests are further secured by resource pools when the Secure resources in project resource pools is enabled using the Setup and Maintenance Manage, Project Resource Management Implementation Options task.

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.

When resources are hired or transfer into a position to work on project assignments, resource managers are able to allocate these resources to projects that coincide with their hire or transfer date. Often, the hire or transfer date is set as a date in the future. Planning  projects and resource requirements take place before the work is scheduled to start. Having visibility into all resources, including those joining or transferring in the future, give resource managers clear visibility into the full resource supply in their resource pool for a given point in time. Resource managers are able to maximize resource utilization for the future hired or transferred resources. Project managers are able to plan for and secure these resources for their project.

Resource managers can review accurate resource pool utilization that takes into account future resources.Utilization for a resource pool is based on those resources that are active pool members during the utilization time period.

Establish Future-Hired Project Enterprise Resources

View Future-Hired Resource Details

Search for Resources for Future Assignments

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Project Execution Management  No Longer Optional From: Update 20A

Tips And Considerations

1. When searching for resources for a project resource request, qualified resources will appear if they are active as a project enterprise resource as of or earlier than the requested start date.
2. You can view future-hired resources in Manage Project Resources for the pool the resource is assigned to as of their project enterprise resource active date.
3. You can create a resource assignment with an assignment start date equal or later than the date the resource is active as a project enterprise resource.

Key Resources

• Related Help:  Can I assign a future-hired resource to a project resource request? in the Using Project Execution Management guide available on the Oracle Help Center.

Role Information

To use this feature, you need one of these roles:

• Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
• Resource Manager (ORA_PJF_RESOURCE_MANAGER_JOB)

Project Performance Reporting

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.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Project Financial Management  No Longer Optional From: Update 20B

Submit or schedule either the Update Project Performance Data or the Update Project Contract Performance Data process as required.

Tips And Considerations

• You must submit or schedule either the Update Project Performance Data or the Update Project Contract Performance Data process without specifying any parameters that determine the range of projects or contracts for the process. You must leave any such parameters (for example, project unit, business unit, and so on) blank so that the application can summarize the eligible projects and contracts.

• If you have already scheduled runs for either the Update Project Performance Data or the Update Project Contract Performance Data process for a business unit, project unit, a single or a range of projects or contracts, then you must delete these schedules and reschedule only one of the processes without specifying any parameters for the range of projects or contracts to be summarized.

Key Resources

• Related Help: Project Performance Data Summarization in the Using Project Performance Reporting guide available on the Oracle Help Center.

Role Information

To use this feature, you need these roles:

• Duty Role Name and Code:
  • Project Cost Transaction Processing (ORA_PJC_PROJECT_COST_TRANSACTION_PROCESSING_DUTY)
  • Project Contract Invoice Management (ORA_PJB_PROJECT_CONTRACT_INVOICE_MANAGEMENT_DUTY)
  • Project Contract Revenue Management (ORA_PJB_PROJECT_CONTRACT_REVENUE_MANAGEMENT_DUTY)

• Job Role Name and Code:
  • Project Execution (ORA_PJF_PROJECT_EXECUTION_ABSTRACT)
  • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT)
  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)
  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
  • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)
  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)

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.

You can now configure receivable subledger accounting using sources from attributes of awards related to project contract invoices passed to receivables. The following award attributes can now be used to define subledger accounting:

• Award Institution
• Award Purpose
• Award Purpose Name
• Award Type Name
• Award Descriptive Flexfields

Steps to Enable

You don't need to do anything to enable this feature.

Role Information

To use this feature, you need these privileges:

• Privilege Name and Code:
  • Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB)
  • Integration Specialist (ORA_FND_INTEGRATION_SPECIALIST_JOB)

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.

Contract administrators can create nonlabor rate overrides on a bill plan for specific expenditure types, nonlabor resources, and/or organizations that contain a zero discount percentage. This enables billing specialists to bill customers at standard rates with no discount for exceptional expenditures.

This image shows an override of the standard discount percentage of 20 for the entire bill plan with zero for the Lab Equipment expenditure type.

Edit Contract - Create Bill Plan

Steps to Enable

You don't need to do anything to enable this feature.

Role Information

To use this feature, you need one of these roles:

• Job Role Name and Code:
  • Customer Contract Administrator (ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB)
  • Customer Contract Manager (ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB)

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.

The following image shows each bill plan on an intercompany contract can have a different bill-to customer account.

Edit Contract: Billing

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Ensure you:

• Create multiple bill-to accounts, bill-to contacts, and bill-to sites for the desired internal customers.
• Define the multiple bill-to accounts in the Manage Intercompany Customer Supplier Association page.

Role Information

To use this feature, you need one of these roles:

• Job Role Name and Code:
  • Customer Contract Administrator (ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB)
  • Customer Contract Manager (ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB)

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.

Now that this dimension is included, you can add these attributes and create analysis that will show receivables transaction values based on the associated task. This attribute also exists in the Projects - Invoices Real Time subject area and, as a result, will allow more options for cross-pillar reporting with analysis that include columns from both subject areas. You can find the new dimension as shown in the image below:

Associated Task Dimension

The following report sample illustrates a simple project contract invoice with a single line using the Associated Task - Task Name column.

Receivables - Transactions Real Time Subject Area Sample Report

Steps to Enable

Leverage new subject area(s) by adding to existing reports or using in new reports. For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).

Tips And Considerations

• Before this attribute can be used in receivables, the project contract invoice must be defined with an invoice format that includes project and task in the line grouping. Once this configuration is in place, contract lines will include this information which is passed to receivables and available for reporting.

• This attribute exists on transaction and project contract invoice lines and is not included for the invoice header. As a result, when these attributes are included in an analysis, corresponding values at the line level will appear while transaction totals will appear on a separate line.

Role Information

To use this feature, you need these privileges:

• Privilege Name and Code:
  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)
  • Accounts Receivable Specialist (ORA_AR_ACCOUNTS_RECEIVABLE_SPECIALIST_JOB)

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.

Now that this dimension is included you can add these attributes and create analysis that will show receivables transaction values based on the contract line. This attribute also exists in the Projects - Invoices Real Time subject area and, as a result, will allow more options for cross-pillar reporting with analysis that include columns from both subject areas. You can find the new dimension as shown in the image below:

Contract Line Dimension

The following report sample illustrates a simple project contract invoice with a single line using the Contract Line column.

Receivables - Transaction Real Time Sample Repot with Contract Line

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• This attribute exists on transaction and project contract invoice lines and is not included for the invoice header. As a result, when these attributes are included in an analysis, corresponding values at the line level will appear while transaction totals will appear on a separate line.

Role Information

To use this feature, you need these/or one of these privileges:

• Privilege Name and Code:
  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)
  • Accounts Receivable Specialist (ORA_AR_ACCOUNTS_RECEIVABLE_SPECIALIST_JOB)

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.

Project Type and Project Status filters are available for the following sources:

• Calculation Level Labor Raw Cost in Project Functional Currency - ITD
• Calculation Level Labor Raw Cost in Project Functional Currency - PTD
• Calculation Level Labor Raw Cost in Project Functional Currency - Run
• Calculation Level Nonlabor Raw Cost in Project Functional Currency - ITD
• Calculation Level Nonlabor Raw Cost in Project Functional Currency - PTD
• Calculation Level Nonlabor Raw Cost in Project Functional Currency - Run
• Calculation Level Labor Burdened Cost in Project Functional Currency - ITD
• Calculation Level Labor Burdened Cost in Project Functional Currency - PTD
• Calculation Level Labor Burdened Cost in Project Functional Currency - Run
• Calculation Level Nonlabor Burdened Cost in Project Functional Currency - ITD
• Calculation Level Nonlabor Burdened Cost in Project Functional Currency - PTD
• Calculation Level Nonlabor Burdened Cost in Project Functional Currency - Run
• Calculation Level Labor Quantity - ITD
• Calculation Level Labor Quantity - PTD
• Calculation Level Labor Quantity - Run
• Calculation Level Planned Revenue in Project Functional Currency
• Calculation Level Planned Quantity
• Calculation Level Planned Raw Cost in Project Functional Currency
• Calculation Level Planned Burdened Cost in Project Functional Currency

Project Status, Project Type, Expenditure Type and Expenditure Category filters are available for the following sources:

• Calculation Level Planned Revenue in Project Functional Currency
• Calculation Level Planned Quantity
• Calculation Level Planned Raw Cost in Project Functional Currency
• Calculation Level Planned Burdened Cost in Project Functional Currency

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• The inception to date and period to date sources don't include the revenue amounts for transactions being recognized in the current process.
• Refine the amount values used in the configurator formulas by using the filters for a source.
• The event type to use for events created by a configurator are assigned to the revenue method.
• Use conditions in the Account Rules associated to the External Revenue and External Revenue Clearing Journal Line Rules to ensure that the resulting accounting entries are based on the event type.

Role Information

To use this feature, you need these roles:

• Job Role Name and Code:
  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
  • Customer Contract Administrator (ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB)
  • Customer Contract Manager (ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB)

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.

On the Invoices Overview and Manage Billing Transaction Exceptions pages, you will now be able to distinguish between the following reasons why a billing transaction exception with a zero amount is recorded:

• Billing is based on rates and the derived bill rate is zero.
• Billing is based on rates and quantity is zero.
• Billing is based on rates and the rounded calculated bill amount is zero.
• Billing is based on rates but a rate couldn’t be found.
• Billing is based on cost and cost is zero.

The following image shows one of the new error messages.

Manage Billing Transaction Exceptions

Steps to Enable

You don't need to do anything to enable this feature.

Role Information

To use this feature, you need these roles:

• Job Role Name and Code:
  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)
  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)

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.

The following screenshot shows the new dimensions for the Accounting Key Flexfield related to the CIP Account in the Project Asset Line folder of the Project Costing - Asset Real Time subject area.

Construction-in Progress dimension

The following screenshot is a sample report illustrating these new dimensions.

Sample CIP Report

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The process "Import Oracle Fusion Data Extensions for Transactional Business Intelligence must be run prior to viewing the values for these dimensions.

Key Resources

• Related Help Topics: See Oracle Project Portfolio Management Cloud Creating and Administering Analytics and Reports for PPM: Configure Key Flexfields for Transactional Business Intelligence available on the Oracle Help Center.

Role Information

To use this feature, you need one of the following roles:

• Project Role Name and Code:
  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
  • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)

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.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

This feature works when budgetary controls aren’t enabled on the award or project budget. This is a user interface only change, REST/SOAP services have not been updated to allow for this update.

Key Resources

• Related Help:  Award and Award Project Financial Details in the Using Grants Management guide available on the Oracle Help Center.

Role Information

To use this feature, you need these roles:

• Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR)
• Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
• Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)

Project Management

Removal of Project Spaces and Document Library in Update 20A

The ability to create project spaces as a document library for projects will no longer be available in future versions of Oracle Project Portfolio 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.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Move your documents out of Project Spaces and into another location of your choosing in order to continue to access them.