Update 20B

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
14 JUN 2021	Project Costing: Review and Approve Expenditure Batches Before Creating Project Costs	Updated document. Revised opt in expiration.
20 MAR 2020		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.

Security and New Features

The Role section of each feature identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are required to use the feature.)

If you have created job roles, then you can use this information to add new privileges to those roles as needed.

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 by stepping through the following instructions:

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

Opt In Expiration

Occasionally, features delivered Disabled via Opt In may be enabled automatically 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 automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.

Feature Summary

Project Management

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.

You can set My Projects, Manage Project Plan, or Manage Financial Project Plan as the Project Management home page. To set the Project Management home page:

1. Open the Settings and Actions menu and click Set Preferences.
2. Click Project and Grants Management Preferences.
3. In the Project Management section, select the preferred page from the Home Page drop-down.

If you select the Manage Project Plan page or the Manage Financial Project Plan as the default home page, the corresponding page of the last visited project will be displayed.

The functionality of the My Projects page has also been enhanced. You can use the saved search Recent Projects to view the list of projects that you recently accessed. You can also navigate to detail pages of a project using the menu in the Actions column or the Actions panel tab.

My Projects page

Steps to Enable

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

Tips And Considerations

• By default, the Manage Project Plan page is set as the Project Management home page.

• The Project Management home page appears when you close a detail page. For example, If My Projects is set as the Project Management home page, the My Projects page appears when you close the Manage Project Budget page.

• The actions available on the My Projects page depend on your privileges and the implementation status of the offerings Project Execution Management and Project Financial Management.

• The Recent Projects list contains the last 15 projects you accessed from both Project Financial Management and Project Management.

• You can’t use additional filters when using the saved search Recent Projects. Any filters you use will be applied to all the projects that you have access to.

Role Information

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

• Privilege Name and Code:
  • Manage Project Tasks (PJT_MANAGE_PROJECT_WORK_PLAN_PRIV)
  • View My Assigned Projects (PJF_VIEW_MY_ASSIGNED_PROJECTS_PRIV)
  • Manage Project Task Structure for Billable Tasks (PJF_MANAGE_PROJECT_TASK_STRUCTURE)
  • Manage Project Task Structure for Nonbillable Tasks (PJF_MANAGE_PROJECT_TASK_STRUCTURE_FOR_NONBILLABLE_TASKS)

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

Extend Project Change Orders Using Application Composer

Extend project change orders and change order impact assessments using Application Composer. For example, add a field to document the change order root cause or justification for high priority change orders. Once published, the changes are available in both the the Project Management and My Work work areas. Most fields added using Application Composer are instantly available for analysis using the Oracle Transactional Business Intelligence, Project Management-Change Management Real Time subject area.

Example Edit Change Order Page with Four Custom Fields

Steps to Enable

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

Tips And Considerations

1. You can quickly create a change order and then capture additional information as you manage the change order. As a result, there is one layout for the create page and another for the edit page in Application Composer. Adding a field to the create page is optional. When you need both pages to display a new field, define the field once and then add it to both custom layouts.

2. Some Application Composer field types, such as dynamic choice lists, are not available for analysis in Oracle Transactional Business Intelligence. You can review your custom fields with eligible field types in the Change Order Extension folder in the Project Management-Change Management Real Time subject area.

Key Resources

Related Help:

• Application Composer in the Implementing Project Execution Management guide
• Project Changes in the Using Project Execution Management guide

Role Information

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

• Privilege Name and Code:
  • Manage Extensible Object (ZCX_MANAGE_EXTENSIBLE_OBJECT_PRIV)

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

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 an additional project or task details.

Generating configurable notifications through BI Publisher involves various types of objects in the BI catalog, including data models, subtemplates, style templates, and reports. Here’s how the various components work together:

The figure above shows BI model to generate the notification content.

To modify the notifications, edit the copies of the predefined report to determine -

• Which attributes appear in the notification, from the data model used for the report.
• What the notification looks like, leveraging components from the sub-template and style from the style template used for the report.

The format of report-based notifications is optimized for mobile devices.

Configurable email and in-application notifications are available for use for the following Project and Task Management workflows. The templates used for the generation of the workflow notifications are located in the Reports and Analytics > Shared Folders > Projects > Workflow Notifications > Project Management Control folders.

S.no	Report Name	Report Description
1	Change Order Status Change Notifications	Information notification that’s sent when a change order is assigned, closed, or canceled.
2	Change Order Participant Notifications	Information notification that’s sent when participants are assigned or removed from a change order.
3	Change Order Stage Completion Notifications	Information notification that’s sent when a participant completes a stage, approves a change order or rejects a change order.
4	Issue  Notifications	Information notification that’s sent when an issue is assigned, closed, or reopened.
5	Deliverable Notifications	Information notification that’s sent when a deliverable is assigned or completed.
6	Task Details Notification	Information notification that’s sent when a follower is added, a followed task is completed, or a project task, action item, to-do task, or milestone is assigned.
7	Gate Approval Request Notification	Action notification that’s sent when an approver is assigned to a gate.

Sample Gate Approval Notification

Sample Change Order Stage Completion Notification

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 20C

Tips And Considerations

• A single template is used to generate both the email and in-app notifications for a particular workflow. Any modifications that you make to the template, will be reflected in both types of notifications.

• To use a custom template, it’s recommended that you create a copy of the predefined template. Then, edit, upload, and set the custom template as the default template.

• Customizing Project Manager Daily Digest is not currently supported.

Key Resources

Related Help:

• The How You Modify Copies of Predefined Reports topic in the Creating and Administering Analytics and Reports for PPM guide.

• Oracle Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher available on the Oracle Help Center.

• How You Modify Copies of Predefined Reports available on the Oracle Help Center.

Role Information

Modify reports and data models for workflow notifications, using BI Administrator Role (BIAdministrator).

Project Resource Management

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.

Generating configurable notifications through BI Publisher involves various types of objects in the BI catalog, including data models, subtemplates, style templates, and reports. Here's how the various components work together : 

The figure above shows BI model to generate the notification content.

To modify the notifications, edit the copies of the predefined report to determine

• Which attributes appear in the notification, from the data model used for the report.
• What the notification looks like, leveraging components from the sub-template and style from the style template used for the report.

The format of report-based notifications is optimized for mobile devices.

Configurable email and in-application notifications are available for use for the following Resource Management workflows. The templates used for the generation of the workflow notifications are located in the Reports and Analytics > Shared Folders > Projects > Workflow Notifications > Project Resource Management folders.

S.No	Report Name	Report Description
1	Resource Request Notification	Information notification to the resource manager when a project resource request is created.
2	Proposed Resource Approval Notification	Approval notification to the project manager when the resource manager proposes a resource on a project resource request.
3	Proposed or Nominated Resource Notifications	Information notification to the project manager when the resource manager proposes or nominates a resource on a project resource request.
4	Resource Assignment Notifications	Information notification when a project resource assignment is created directly, or when a proposed or nominated resource is approved on a request.
5	Proposed or Nominated Resource Reject Notification	Information notification when a proposed resource is rejected, or when an assignment request for a nominated resource is rejected.
6	Assignment Notifications Notifying Resource	Information notification to the resource when the resource is assigned to a project, or when an existing project resource assignment is rescheduled or canceled.
7	Assignment Cancellation Approval Notification	Approval notification to the project manager when the resource manager requests a project resource assignment cancellation.
8	Assignment Cancellation Notifications	Information notification that informs that a project resource assignment is directly canceled, or a cancellation request is approved.
9	Assignment Adjustment Rejection Notifications	Information notification that informs that a project resource assignment schedule change or cancellation request is rejected.
10	Assignment Schedule Change Approval Notification	Approval notification to the project manager when the resource manager requests a project resource assignment schedule change.
11	Assignment Schedule Change Notification	Information notification when a project resource assignment is adjusted, or the request for adjustment is approved.
12	Nominated Resource Approval Notification	Approval notification to the resource manager when the nominated resource is requested for assignment by the project manager.
13	Resource Staffing Unavailability Notification	Information notification to the resource pool manager when a resource is no longer available for staffing on project resource assignments.

Sample Notification for Proposed Resource Approval

Sample Notification for Project Resource Nomination

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 20C

Tips And Considerations

• A single template is used to generate both the email and in-app notifications for a particular workflow. Any modifications that you make to the template, will be reflected in both types of notifications.

• To use a custom template, it’s recommended that you create a copy of the predefined template. Then, edit, upload, and set the custom template as the default template.

Key Resources

Related Help:

• The How You Modify Copies of Predefined Reports topic in the Creating and Administering Analytics and Reports for PPM guide.

• Oracle Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher available on the Oracle Help Center.

• How You Modify Copies of Predefined Reports available on the Oracle Help Center.

Role Information

Modify reports and data models for workflow notifications, using BI Administrator Role(BIAdministrator)

Schedule Labor Resources with Variable Hours for Multiple Assignments

Resource manager can create multiple assignments for labor resources on a project and specify variable hours each day in a repeating weekly pattern for the length of the assignments. This allows resource managers to efficiently assign resources to complex schedules to meet a project's unique demands.

Resource managers can also adjust schedules for multiple variable hours assignments. They can edit each individual schedule in a tabular format or apply the same variable hours pattern to all selected assignments.

In addition, a project manager or resource manager can edit multiple open requests to update or define variable hours patterns.

Create Multiple Assignments for Variable Hours

Adjust Multiple Resource Assignment Schedules

Watch a Demo

Steps to Enable

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

Tips And Considerations

• The variable hours pattern can include hours for non-working days such as weekend days.
• If the variable hours schedule contains hours for non-working days for the resource, an overbooking message will appear.
• Assignment adjustments can be made to the variable hours pattern for confirmed or reserved assignments.
• Request updates can be made for requests in open status.

Key Resources

• Watch Schedule Labor Resources with Variable Hours Readiness Training
• Related Help Topic: Can I assign variable hours to a resource? in the Using Project Execution Management guide

Role Information

To use this feature, the following privileges or roles are required:

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

Project Costing

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.

On the Process Requisition page, select an open purchase order from the Order list of values.

Process Requisition

A change order is created when adding approved requisition line to an open purchase order.

You can view the new line on the purchase order, after the change order is approved. Click the Funds Status link to see the details of the Control Budget.

Control Budget

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: Procurement

Key Resources

• Amend Purchase Order topic in the Using Procurement guide available on the Oracle Help Center.

Role Information

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

• Buyer (ORA_PO_BUYER_JOB)

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.

Here are the attributes you can now use to define subledger accounting:

• At-Risk Contract Line
• Department Name
• Expenditure Item Comments
• Person Assignment Name
• Person Assignment Number
• Sponsored Project Indicator
• Award Project Descriptive Flexfields
• Expenditure Category Descriptive Flexfields
• Expenditure Organization Descriptive Flexfields
• Nonlabor Resource Descriptive Flexfields
• Nonlabor Resource Organization Descriptive Flexfields
• Project Class Category Descriptive Flexfields
• Project Class Code Descriptive Flexfields
• Project Organization Descriptive Flexfields
• Work Type Descriptive Flexfields

In addition to the above, all Project and Task descriptive flexfields are now available.

Steps to Enable

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

Tips And Considerations

You can find a complete list of available sources in the Setup and Maintenance task Manage Subledger Application Transaction Objects for Project Costing. Select the Event Class and the View Source Assignments button for a complete list of available sources for each event class.

Key Resources

Related Help:

• Accounting for Project Transactions: Oracle Project Management Cloud Using Project Costing guide.
• Accounting Attribute Assignments: Implementing Subledger Accounting guide.

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)

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.

Labor distribution administrators manage labor schedules in the Labor Distribution work area.

You can import payroll costs from any payroll system and distribute based on the labor schedules defined.  Labor distribution accountants can manage the imported and distributed costs in the Manage Labor Costs page in the Labor Distribution work area. You can evaluate errors and perform root cause analysis to determine the appropriate resolution. After resolving the cause, select one or more records and process the costs. For larger volume of errors, fix the root cause and run the Import Payroll Costs process with identified parameters.

You can adjust Labor costs that succeed in distribution. Create the new labor schedules and select one or more records and process the costs again, generating the reversing entries and new distributions. For larger volume of adjustments, run the Import Payroll Costs process with the identified parameters.

Steps to Enable

• Assign a Person Security Profile to the Labor Distribution Administrator role

• Assign Roles to Users
  • Labor Distribution Administrator roles require a Scope of Responsibility defined on their person record to enable visibility into labor schedules
  • Labor Distribution Accountant roles require Business Unit access assigned in Manage Data Access for Users

Tips And Considerations

• To enable accounting of general ledger based distributions, ensure the Journal Entry Rule Set (or comparable rule set including the same Journal Line Rules) named Non-Project Labor Cost, is assigned to your accounting method.

• There are four new REST APIs available with this feature:
  • Person Assignment Labor Schedules
  • Labor Schedule Cost Distributions
  • Labor Schedule Costs
  • Labor Schedule Costs Total Errors

Key Resources

Related Help:

• Understanding the Scope of Responsibility and Person Security Profile setup for the Labor Distribution Administrator role in the Person Security Profiles chapter in the Securing HCM guide

• Understanding the accounting setup in the Implementing Subledger Accounting guide

• Labor Distribution chapter in the Using Project Costing guide

Role Information

To use this feature, the following roles are required:

• Labor Distribution Accountant (ORA_PJF_LABOR_DISTRIBUTION_ACCOUNTANT_DISCRETIONARY)
  • Labor Distribution Accountant roles require Business Unit access assigned in Manage Data Access for Users

• Labor Distribution Administrator (ORA_PJF_LABOR_DISTRIBUTION_ADMINISTRATOR_DISCRETIONARY)
  • Labor Distribution Administrator roles require a Scope of Responsibility defined on person records to enable visibility into labor schedules

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 Flexfield. This enables you to easily edit the information that you capture using these attributes for your project costs according to your business requirements.

User-Defined Attribute on the Expenditure Item Details 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.

Review the changes to the Project Costs service, and update your REST client.

Tips And Considerations

• Use the PJC: All context to configure the user-defined attributes for project costs using the Project Standard Cost Collection Flexfield.

• When you use the PATCH operation to update the user-defined attributes for a project cost, you must include the transaction number twice in the URL. For example, https://<host>:<port>/fscmRestApi/resources/11.13.18.05/projectCosts/<transaction number>/child/ProjectStandardCostCollectionFlexFields/<transaction number>

• To view the configured user-defined attributes on the UI, drill down from the Manage Project Costs page to the General tab of the Expenditure Item page using the Transaction Number hyperlink.

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 privileges and roles:

• Privilege Name and Code
  • Manage Project Expenditure Items Service (PJC_MANAGE_PROJECT_EXPENDITURE_ITEMS_SERVICE_PRIV)
  • Manage Project Expenditure Item (PJC_MANAGE_PROJECT_EXPENDITURE_ITEM_PRIV)

• Job Role Name and Code
  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
  • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)
  • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)
  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
  • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT)
  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB)
  • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)

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.

You can manage project expenditure batches that are eligible for review and approval on the Manage Expenditure Batches page.

Manage Expenditure Batches Page

Track the approval of batches by clicking View Approval History at the beginning of the row.

You can use the Project Expenditure Batch Approval Task workflow to configure approval rules for your expenditure batches. Use various attributes of expenditure batches, such as, expenditure business unit, transaction source, document, document entry, and quantity to define appropriate approval rules. You can define a serial or a parallel hierarchy of approval for your batches.

Further, you can configure the Project Expenditure Batch Approval Report in the BI Reports and Analytics catalog to display relevant information for your batches. For example, you can change the report layout, add a company logo, include or remove information from the report based on your business needs.

Project Expenditure Batch Approval Report

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 22A

• Enable the Requires expenditure batch approval option in the transaction source document for which you want to allow review and approval of cost transactions using the Manage Project Transaction Sources setup task.

• Configure the Project Expenditure Batch Approval Task workflow with appropriate approval rules in the BPM Worklist using the Define Approval Management for Project Financial Management setup task.

Tips And Considerations

• Release or delete any existing expenditure batches before opting in to use this feature. If unreleased batches exist when you opt-in to this feature, then the status of these batches will be updated to Draft. You must then explicitly submit these batches for review and approval if you enabled the Requires expenditure batch approval option on the transaction source document of the batch.

• You can't disable the Requires expenditure batch approval option after enabling it for a document. Project expenditure batches belonging to such documents will always require an explicit approval before they can be processed.

• Review and approve expenditure batches and cost transactions that are created using file-based data import or desktop integration spreadsheets only. Expenditure batches created using the Manage Unprocessed Costs page, Unprocessed Project Costs REST API, or SOAP services aren't currently supported by this feature.

• You can review and approve project expenditure batches belonging to Oracle Fusion Projects and third-party transaction sources.

• An expenditure batch that includes transactions belonging to a document that requires expenditure batch approval can't include transactions that belong to other documents. An expenditure batch that should undergo approval must include transactions belonging to a single transaction source, document, and business unit.

• The default approval rule delivered for the project expenditure batch approval task workflow is set to auto-approve the expenditure batch. Define approval rules using the available attributes to meet your specific business needs.

• The expenditure batch attributes are included in the Task > payload > batchInfoPayload folder in the payload of the Project Expenditure Batch Approval Task workflow.

• The Project Expenditure Batch Approval notification report is present in the Reports and Analytics catalog in the following location: Shared Folders > Projects > Workflow Notifications > Project Cost.

Key Resources

• Related Help: Workflows in Oracle Project Portfolio Management Cloud in the Getting Started with Your Project Portfolio Management Cloud Implementation guide

Role Information

To view, create, update, and delete project expenditure batches using this feature, you need one of these privileges and roles:

• Privilege Name and Code:
  • Manage Project Unprocessed Expenditure Item (PJC_MANAGE_PROJECT_UNPROCESSED_EXPENDITURE_ITEM_PRIV)
  • Enter Project Unprocessed Expenditure Item (PJC_ENTER_PROJECT_UNPROCESSED_EXPENDITURE_ITEM_PRIV)
  • Manage Project Unprocessed Expenditure Batch (PJC_MANAGE_PROJECT_UNPROCESSED_EXPENDITURE_BATCH_PRIV)
  • Enter Project Unprocessed Expenditure Batch (PJC_ENTER_PROJECT_UNPROCESSED_EXPENDITURE_BATCH_PRIV)
  • View Project Unprocessed Expenditure Batch (PJC_VIEW_PROJECT_UNPROCESSED_EXPENDITURE_BATCH_1_PRIV)

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

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

To view the workflow approval notification, you need the following privilege:

• View Projects Information (PJF_VIEW_PROJECTS_INFORMATION)

To configure the approval workflow, you need the following job role:

• Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

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. This lets you import transactions from other modules, such as Payables, providing the project team with full visibility on the project actual cost.

After the process is complete, you can view the cost transactions in Manage Project Costs page including the transactions that have Expenditure Item Date set as a future date.

Import Costs

Note that, if you want to import transactions until a specific date, you can still define a value for Process Through Expenditure Item Date. You can also schedule the Import Cost process to import transactions up to the current date using the auto increment option available in the process schedule. This option automatically increments the Process Through Expenditure Item Date to the current date.

Schedule Process

Steps to Enable

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

Tips And Considerations

• The Import Costs process uses the Expenditure Item Date of the transaction to identify which transactions should be imported. If the parameter Process Through Expenditure Item Date is blank, all the transactions will be imported including the transactions that have the expenditure item date set in a future date. For example:
  • Today's date is February 19th, 2020
  • Invoice Expenditure Item Date is February 21st, 2020
  • Process Through Expenditure Item Date is blank
  • Result: The Invoice will be imported and can be viewed in the Manage Project Costs page.

• If you already have scheduled processes to Import Costs, these processes won't be impacted.

Key Resources

• Import Costs topic in the Using Project Costing guide available on the Oracle Help Center.

Role Information

To use this feature, the following privileges or roles are required:

• Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
• Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)

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 a change order to edit project related attributes in an open purchase order, resubmit the document for approval after the changes are complete.

Change Order

Click the Funds Status link to view the adjustments to funds reservations.

Funds Status

Steps to Enable

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

Key Resources

• Amend Purchase Order topic in the Using Procurement guide available on the Oracle Help Center.

Role Information

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

• Buyer (ORA_PO_BUYER_JOB)

Project Billing

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.

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

• Project Business Unit Company Segment
• Project Business Unit Name
• Project Capitalizable Indicator
• Project Legal Entity Name
• Project Name
• Project Number
• Project Organization Name 
• Project Organization Company Segment
• Project Organization Cost Center Segment
• Sponsored Project Indicator
• Project Organization Descriptive Flexfields
• Project Type Descriptive Flexfields
• Project Descriptive Flexfields

These project related sources can only be used with project contract invoices grouped by project. A project contract invoice grouped by project will include the project information on the invoice. If the project information does not appear, then project related SLA sources will not return any value.

Project Contract Invoice Grouped by Project

To generate an invoice by project, the Bill Plan used for the invoice must have Associated Project selected as the Grouping option.

Bill Plan with Invoice Grouping Set to Associated Project

Steps to Enable

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

Tips And Considerations

• Project Contract Invoices must be grouped by project before project and project organization SLA sources can return a value.

• Project contract invoices grouped by project can be identified by confirming the invoice has project information on the invoice.

• You can find a complete list of available sources in the Setup and Maintenance task Manage Subledger Applications Transaction Objects for Receivables. Select the Event Class and the View Source Assignments button for a complete list of available sources for each event class.

Key Resources

• Related Help: Generate Invoices for Each Project What's New topic for Project Billing Release Readiness for 20A on the Oracle Help Center.

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)

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.

The following image illustrates the changes to the Associated Projects tab:

Project Number and Task Number on Associated Projects Tab

Steps to Enable

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

Tips And Considerations

You can use the View menu options for the table in Associated Projects tab of a contract line to display or hide either a project name or project number and either a task name or task number.

Role Information

To use this feature, you need 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 a Receivables Invoice from Manage Project Invoices Page

In the Project Management work area, view the details of the corresponding receivables invoice from the Manage Project Invoices page. Project Managers can see the invoice image sent to the customer, the actual invoice amounts including freight and taxes, and a summary of balances including original invoice amounts and payment receipts.

Selecting the Unpaid Invoice Status filter on the Manage Project Invoices page displays project contract invoices with a status of approved, released, transferred, transfer rejected, and accepted. For project contract invoices accepted in receivables, Project Managers can click the Receivables Number link to view the receivables invoice. Receivables Number value is read-only when the project contract invoice status is not accepted or the invoice was exported to an external receivables application.

Here are examples of the Manage Project Invoices page with the Receivables Number link and the Receivables View Transaction page accessed by clicking that link.

Manage Project Invoices

View Transaction

Steps to Enable

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

Tips And Considerations

Project Managers are not granted accounting related privileges for the receivables transactions and therefore cannot:

• View Accounting while on the Transaction page.
• View the Accounted status while on the Status Tracker dialog window.

Role Information

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

• Privilege Name and Code:
  • View Receivables Invoice (AR_VIEW_RECEIVABLES_INVOICE_PRIV)
  • View Receivables Credit Memo (AR_VIEW_RECEIVABLES_CREDIT_MEMO_PRIV)
  • Preview Receivables Invoice (AR_PREVIEW_RECEIVABLES_INVOICE_PRIV)

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

• Other Role Name and Code:
  • Preview Receivables Invoice (AR_PREVIEW_RECEIVABLES_INVOICE_PRIV_OBI)
  • Print Bills (ARB_PRINT_BILLS_PRIV_OBI)

Project Foundation

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.

Steps to Enable

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

Tips And Considerations

• Any active person can be added as a project team member, an active assignment in HCM is no longer mandatory.
• If you don't want a person to be available as a project team member, you must enter an end date for the person.

Key Resources

• Related Help: Manage Project Resources in the Defining and Managing Financial Projects guide

Role Information

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

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

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.

Basic Options

Advanced Options

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 20D

Tips And Considerations

• The Project and Task Owning Organization details will be copied to the Project Expenditure Organization details. Select the Use different details for project expenditure organization option to specify a different tree, hierarchy, and organization.

• If a more granular period definition is required for project planning and reporting purposes, select the Use different accounting and project accounting periods option and specify the appropriate calendar.

Key Resources

• Related Help: Project Business Unit Options in the Implementing Project Financial Management and Grants Management guide

Role Information

To use this feature you need this role:

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

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.

To access the guided flow to set up project organizations

1. Navigate to the Setup and Maintenance work area
2. Search for the Manage Project Organization Classifications task.
3. Click the Manage Project Organization Classifications task link.
4. Search for organizations you want to add or update as project organizations.
5. Select one or more organizations.
6. Click Edit.

Guided Flow - Step 1

Guided Flow - Step 2

Guided Flow - Step 3

Guided Flow - Step 4

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 20D

Tips And Considerations

• If you are adding or updating multiple organizations, it is recommended that you add all organizations and submit the Maintain Project Organizations process in the last step of the flow.

Key Resources

• Related Help: Project Organizations in the Implementing Project Financial Management and Grants Management guide

Role Information

To use this feature you need this role:

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

Project Control

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 existing projects.

You can update the following attributes of draft progress for projects and summary tasks.

• Physical Percent Complete
• Progress Status
• Progress Status Code

You can update the following attributes of draft progress for lowest level tasks without resource assignments.

• Physical Percent Complete
• Progress Status
• Progress Status Code
• Estimated Start Date
• Estimated Finish Date
• Actual Start Date
• Actual Finish Date

Further, you can delete published progress from the View Progress History window on the Progress tab of the Manage Financial Project Plan page if the published progress was imported using this feature.

Delete Option on View Progress History Window

Steps to Enable

Download and review the latest import template in the File-Based Data Import for Oracle Project Portfolio Management Cloud guide. To prepare and import data using the template, follow the instructions in the Instructions and CSV Generation tab within the template.

Tips And Considerations

• You can import published progress or update draft progress only at the project and task levels.

• The application doesn't validate the data for published progress that you import using this feature. For example, if you import published progress for subtasks, summary tasks, and the project that they belong to, then the application doesn't validate if the progress measures correctly roll up to the summary task and project levels.

• If you import published progress for a project or task with a progress as of date, and if a published progress for the same project or task already exists from import of file-based data, then the imported progress will replace the existing progress without affecting any rollup amounts.

• You can import published progress with progress as-of date that's earlier than the current date (if draft progress doesn't exist) or the progress as-of date for existing draft progress.

• The output reports for the Import Project Progress process are generated by the Import Project Progress: Generate Report subprocess. In case of rejections, you can use the Import Project Progress Rejections file generated by the process to correct and re-upload the data.

Key Resources

• Related Help: Import Project Progress in the File-Based Data Import for Oracle Project Portfolio Management Cloud guide

Role Information

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

• Privilege Name and Code:
  • Run Import Project Progress Process (PJO_RUN_IMPORT_PROJECT_PROGRESS_PROCESS_PRIV)

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