Update 20C

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	Product	Feature	Notes
15 JUL 2020	Labor Distribution	Award Number Filter for Labor Costs	Updated document. Revised feature information.
15 JUL 2020	Labor Distribution	Labor Schedule Duplication	Updated document. Revised feature information.
19 JUN 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 using the following privileges:

• Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)
• Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)

Here’s how you opt in to new features:

1. Click Navigator > My Enterprise > New Features.
2. On the Features Overview page, select your offering to review new features specific to it. Or, you can leave the default selection All Enabled Offerings to review new features for all offerings.
3. On the New Features tab, review the new features and check the opt-in status of the feature in the Enabled column. If a feature has already been enabled, you will see a check mark. Otherwise, you will see an icon to enable the feature.
4. Click the icon in the Enabled column and complete the steps to enable the feature.

For more information and detailed instructions on opting in to new features for your offering, see Offering Configuration.

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

Common Technology and User Experience

REST APIs for Project Management Cloud

Project Control

Planning Option Descriptive Flexfields for Project Forecasts REST API

View, create, and update planning option descriptive flexfields for forecast versions using the Project Forecasts REST API.

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 Planning Options Descriptive Flexfields resource is a child of the Planning Options resource which, in turn, is a child of the Project Forecasts resource.

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 one of these privileges and roles:

• Privilege Name and Code:
  • Manage Project Financial Plans Service (PJO_MANAGE_PROJECT_FINANCIAL_PLANS_SERVICE_PRIV)
  • Manage Project Forecast (PJO_MANAGE_PROJECT_FORECAST_PRIV)

• Job Role Name and Code:
  • Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)
  • Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB)
  • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)

Project Costing

Project Cost Adjustment REST API

Adjust costs using the Project Costs REST API. For example, you can adjust the cost to make it billable.

Perform the adjustments using the custom operation adjustProjectCosts. A list of valid values that you can provide for the AdjustmentType and AdjustmentTypeCode attributes for the custom operation is defined in the lookup type PJC_ADJUSTMENT_TYPE. For example, to make a project cost billable, you must invoke the custom operation with either AdjustmentType as 'Set to Billable' or AdjustmentTypeCode as 'BILLABLE'.

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 perform all adjustments except the following using the Project Costs REST API:
  • Transfer to another project, task, contract, or funding source
  • Split
  • Split and transfer
  • Change work type

• Set the header Content-Type to application/vnd.oracle.adf.action+json while performing the custom operation.

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 duties or roles that include one or more privileges, such as Edit Project Expenditure Item Billing Status (PJC_EDIT_PROJECT_EXPENDITURE_ITEM_BILLING_STATUS_PRIV) and Edit Project Expenditure Item Capitalizable Status (PJC_EDIT_PROJECT_EXPENDITURE_ITEM_CAPITALIZABLE_STATUS_PRIV), that are required to perform the adjustments:

• 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)
  • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT)

• Job Role Name and Code:
  • Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)
  • Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
  • Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)
  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)
  • Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB)
  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)

Project Expenditure Batches REST API

View and update expenditure batches using the Project Expenditure Batches REST API. Update the batch status to Submitted to automatically initiate the expenditure batch approvals. You can view and update the project expenditure batches that belong to transaction source documents for which the Requires expenditure batch approval option is enabled.

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 update the following attributes of an expenditure batch using the PATCH operation:
  • Expenditure Batch Description
  • Status
  • Status Code

• You can update the status of an expenditure batch to Submitted.

• If you update the status of an expenditure batch to Submitted status, then the action will initiate the project expenditure batch approval workflow and the approvers defined in the Project Expenditure Batch Approval Task workflow will be notified.

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 and roles:

• Privilege Name and Code:
  • Manage Project Unprocessed Expenditure Batch (PJC_MANAGE_PROJECT_UNPROCESSED_EXPENDITURE_BATCH_PRIV)

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

Project Management

Work Items and Task Association REST API

Associate Oracle Sourcing Cloud negotiations and Oracle Product Development Cloud items and change orders as work items to a task using the Project Plans REST API. Set task completion criterion for each work item to automatically mark the task as complete when all associated work items meet their criteria.

Using the existing Task Work Items child resource of the Project Plans REST API, create these work items for tasks, milestones, and gates and then set a completion event to drive the progress.

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

• Task completion event can be set only for lowest-level tasks that aren't already complete.

• Task progress can’t be updated manually if there are work item associations for a task. A task is marked as completed and the percent complete value is updated to 100% only when all work items associated with the tasks meet the completion criteria.

• There is no change to viewing and deleting all work items for a project or a project task and updating task completion event.

• The ability to create work items for Oracle Innovation Management concepts, proposals and requirement specifications will be available in the future.

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 and roles:

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

• Privilege Name and Code for negotiation work item:

  • View Negotiation List of Values Using REST Service (PON_VIEW_NEGOTIATION_LOV_REST_SERVICE_PRIV)

Workflow for Project Management Cloud

Project Billing

Project Contract Invoice Notification Configuration

Predefined Oracle Business Intelligence Publisher templates generate email and in-application notifications for Project Contract Invoices. Project application administrators can create and use configurable templates so that the notifications contain the information you need. For example, you can change the company logo or add additional project contract invoice details.

Project contract invoices notifications now feature a fresh look that is easier to read and, more important, fully customizable. You can change the look and feel or the information displayed on project contract invoice notifications to streamline the invoice review process and make sure the information critical to approval is available.

In addition to a new and improved look and feel, we have also added approval history to the notifications and approval task for easy visibility in to where the invoice stands in the approval process. This will make it much easier to identify approvers for follow up, questions or reminders.

New Project Contract Invoice Approval Task

You can view and customize the workflow notification report in Oracle BI Publisher Enterprise application by navigating to the following location: /Shared Folders/Projects/Workflow Notifications/Project Billing/ProjectContractInvoiceApprovalReport.

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 21A

Tips And Considerations

• To manage attachments in the approval notification, click Actions > Add Attachment in the approval notification.

• By default a .pdf of the pro forma invoice is attached. Additional attachments can be added and will be available for later reviewers in a serial approval workflow (Attachments to the actual invoice are not attached.)

• To view and enter comments during approval, click Actions > Add Comments in the approval notification.

• By default changes made to a notification templates are updated every 24 hours. You can configure changes to refresh faster, refer to the Apply Change to Workflow Notifications Soon After Upload in the Creating and Administering Analytics and Reports for PPM help for details on how to change the refresh rate.

• Approval history detail will no longer be available once the data is archived. For more information, please refer to the How Workflow Tasks are Archived and Purged topic in the Implementing Common Features for Financials and Project Portfolio Management help.

Key Resources

• Related Help: Configurable Workflow Notifications topic in the Creating and Administering Analytics and Reports for PPM guide

Role Information

To administer this feature, you need these privileges:

• Privilege Name and Code:
  • Application Administrator (ORA_FND_APPLICATION_ADMINISTRATOR_JOB)
  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

Project Contract Invoice Approval Status Tracking

Easily check the approval status when viewing your contract invoices. Review who has approved already and who is currently pending so you can follow-up if needed.

Even for simple project contract invoice approval workflow it can be easy to lose track of where each invoice is in the approval process, who is assigned for approval, when it was submitted, and what actions have previously been taken. We have now solved this problem by adding the invoice approval history to the invoice page and we have also provided easy access in the Manage Project Invoices page. Now you can easily see who is assigned for approval, who is still pending approval and any actions previously taken. In addition to seeing the status, you can quickly identify approvers for follow up or questions.

Approval History on the Invoice Page

View Approval History Menu Option on the Manage Project Invoices Page

View Approval History Pop Up on the Manage Project Invoices Page

Steps to Enable

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

Tips And Considerations

• Approval history detail will no longer be available once the data is archived.

Role Information

To use this feature, you need these privileges:

• Privilege Name and Code:
  • Manage Project Contract Invoice (PJB_MANAGE_PROJECT_CONTRACT_INVOICE_PRIV)
  • View Project Contract Invoice (PJB_VIEW_PROJECT_CONTRACT_INVOICE_IN_WORK_AREA_PRIV)
  • Manage Project Invoices (PJB_MANAGE_PROJECT_INVOICES_PRIV)

Project Control

Configurable Approval Notifications and Plan Types for Financial Plan Versions

Use the predefined Oracle BI Publisher notification template for financial plan version approval or configure your own to contain the information that you need. For example, you can change the company logo or add the project number and margin. The notification template is for both email and in-application notifications. Additionally, the actions displayed in the budget and forecast pages reflect the status change workflow setting for the financial plan type. For example, the Submit button displays only when the option to use workflow for status changes is enabled. The Create Baseline displays when the option to use workflow for status changes is not enabled.

Financial plan version approval notifications now feature a fresh look that is easier to read and, more importantly, fully customizable. You can change the look and feel and the information displayed on financial plan version approval notifications to streamline the review process and make sure that the information critical to approval is available. The following screen capture illustrates the notification received by the approver for a project budget version that was submitted for baseline.

Financial Plan Version Approval Notification

You can view and customize the workflow notification report in Oracle BI Publisher Enterprise application by navigating to the following location: /Shared Folders/Projects/Workflow Notifications/Project Control/FinancialPlanVersionApprovalTemplate.

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 21A

• You must enable the feature Enhanced User Interface for Managing Project Budgets before you can enable this feature.

• Enable the option Use workflow for status changes for the financial plan types that require approval for their budget and forecast versions.

Tips And Considerations

• You can add attachments to financial plan versions on the Edit Budget and Edit Forecast pages. If you enable the feature Attach Project Documents in Financial Plan Version Approval Notifications then you can add these attachments to the financial plan version approval workflow when you submit a budget version for baseline or a forecast version for approval that belongs to a financial plan type for which the option Use workflow for status changes is enabled. To manage such attachments in the approval notifications, click Actions > Add Attachment in the approval notification.

• To view and enter comments during approval, click Actions > Add Comments in the approval notification.

• By default, changes made to notification templates are updated every 24 hours. You can configure the application to make your changes available sooner by creating relevant profile options. See the topic Apply Changes to Workflow Notifications Soon After Upload under Configurable Workflow Notifications in the Reports Modification chapter of the Creating and Administering Analytics and Reports for PPM guide.

Key Resources

• Related Help: Configurable Workflow Notifications in the Creating and Administering Analytics and Reports for PPM guide

Role Information

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

• Privilege Name and Code:
  • Manage Project Budget (PJO_MANAGE_PROJECT_BUDGET_PRIV)
  • Manage Project Budget Working Version (PJO_MANAGE_PROJECT_BUDGET_WORKING_VERSION_PRIV)
  • Manage Project Forecast Working Version (PJO_MANAGE_PROJECT_FORECAST_WORKING_VERSION_PRIV)  

• Job Role Name and Code:
  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)
  • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT)
  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)

• To customize the BI Publisher report for the workflow notification, you need the BI Author role.

Application Composer for Project Management Cloud

Project Foundation

Application Composer for Projects

Extend projects using Application Composer. For example, add fields in a child object to project object to document project close notes, retrospectives, and lessons learned. Child objects and their attributes are available in Oracle Transactional Business Intelligence after setting up new custom subject areas.

The ability to add child objects for the project object enables you to capture project-specific information that is not already part of the standard project definition. The child objects appear as additional tabs on the Manage Financial Project Settings page.

Tracking Project Status Using Application Composer

To add a project child object using Application Composer:

1. Create and enter a sandbox. Be sure to include Application Composer as a tool.

• Navigator > Configuration > Sandboxes

2. Navigate to Application Composer.

• Navigator > Configuration > Application Composer

3. Switch the application to ERP and SCM Cloud.
4. Select the PPM tag to filter for only project-related objects.
5. Expand the Standard Objects.
6. Select Project.
7. Select the Create Child Object button.
8. Complete the required fields and select the OK button.
9. Proceed with creating the attributes, links, and any other elements of the object.
10. After completing the setup for the child object, select the Pages option for the parent project object.
11. Duplicate the Standard layout.
12. Edit the new layout.
13. Select the icon to create a new tab.
14. Select Child Object option and then choose the Next button.
15. Configure the subtab.
16. Test the results on the Manage Financial Project Settings page for a project.

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

• Create one or more child objects for the project object.

• You cannot edit or create new fields for the project object outside of adding a new child object. The capabilities for the project object differ from other standard Project Management Cloud objects that allow you to create and edit fields for the object, but do not allow you to create child objects. Project is a larger object and the child object capability enables you to capture detailed information with many fields.

• If you need to add a handful of fields to a project object or a set of unrelated fields, you still have the option of using the project descriptive flexfield instead of Application Composer. The child object in Application Composer is a good choice when you need to capture large text fields, a set of related information, or information that you want to save as versions over time. For example, create a child object that represents a project status report or records project risks.

• For this release, the Manage Project Financial Settings page is the only page available to show the project child object.

• Create a custom subject area for the child object to configure reports and analytics.

Key Resources

Related Help:

• Configuring Applications Using Application Composer guide

• Configure Project Financial Management Applications in the Implementing Project Financials and Grant Management guide

• Create a Child Object in the Implementing Project Financials and Grant 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)

Project Resource Management

Application Composer for Project Resource Assignments

Extend project resource assignments using Application Composer. For example, add a field to document the visa requirements. Fields added using Application Composer are instantly available for analysis using the Oracle Transactional Business Intelligence, Project Resource Management-Resource Management Real Time subject area.

Custom fields entered on the Project Resource Assignment object will be available in the the Edit Project Resource Assignment page, in the Rates and Additional Information section of the page.

You can also populate the custom fields using the Project Resource Assignment REST service.

Custom fields that you create using Application Composer can be accessed and populated in multiple ways

1. You can view and update the fields from the Edit Project Resource Assignment page
2. You can read, create and update custom fields using Project Assignment REST service
3. You can derive values by calling an external SOAP/REST web service. The web service you want to call will need to be registered in Application Composer and it can be called using service scripts on the Assignment object.
4. You can populate values from other fields on the Assignment object using service scripts on the Assignment object.

To customize Project Resource Assignment object using Application Composer:

1. Create and enter a sandbox. Be sure to include Application Composer as a tool.

• Navigator > Configuration > Sandboxes

2. Navigate to Application Composer.

• Navigator > Configuration > Application Composer

3. Switch the application to ERP and SCM Cloud.
4. Select the PPM tag to filter for only project-related objects.
5. Expand the Standard Objects.
6. Select Project Resource Assignment.
7. Complete the required fields and select the OK button.
8. Proceed with creating the attributes, links, and any other elements of the object.
9. Duplicate the Standard layout.
10. Edit the new layout.
11. Add the custom fields to the new layout.
12. Make the new layout the default layout.
13. Test the results on the Edit Project Resource Assignment page for an assignment.

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

• For this release, the Edit Project Resource Assignment page page is the only page that will show and capture custom field values added to the Project Resource Assignment object. Hence from the Manage Resource Management Workarea, you can capture and view custom fields only when editing the assignment.

• Project Resource Assignment REST service allows you to capture custom fields in both POST and PATCH operations.

Key Resources

Related Help:

• Configuring Applications Using Application Composer guide

• Configure Project Execution Management Applications in the Implementing 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)

Oracle Project Management Cloud

Labor Distribution

Labor distribution capabilities allows for the distribution of payroll amounts to project or general ledger accounts using labor schedules. These labor schedules specify the duration and percentage to track a person's effort spent on award or project related work or any other work. Project and grant administrators can use the distributed labor cost information to satisfy audit, effort, or other reporting requirements.

For additional information about labor distribution see the 20B What's New: Distribute Payroll Amounts Using Labor Schedules

Award Number Filter for Labor Costs

Quickly get a comprehensive list of labor costs for an award using the Manage Labor Costs page. This feature is part of the broader set of labor distribution capabilities that allow labor schedules to distribute payroll as labor costs to sponsored and non-sponsored projects.  For sponsored projects, the award attribute will be useful in the Manage Labor Costs page.

The Award Number filter displays costs that have distributions for the specified award. This additional search attribute allows for efficient gathering of labor costs associated to an award and in combination with other filter criteria, enables diagnosing a problem, or understanding the entire breakdown of the cost. 

The image below illustrates how the search provides the project and non-project based distributions when the award filter is used in combination with the persons name. This provides the complete understanding of the payroll cost distribution.

Award Number with Person Name filter

Steps to Enable

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

Tips And Considerations

The search filter attributes are retrieving Labor Costs based on matching with the Distribution Rules values.

Key Resources

• Related Help: Distribute Payroll Amounts Using Labor Schedules.

Role Information

To use this feature, the following role is 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 Schedule and Labor Cost Data in OTBI

View and report on labor schedules and costs using Oracle Transactional Business Intelligence (OTBI). Enhancing the capabilities of distributing payroll costs to projects using labor schedules, two new subject areas enable the analysis of persons labor schedules as well as the associated cost distributions. This data allows for detail and summary or trend analysis as well as analytics that can be used to prevent issues. For example, reporting on projects ending in the next 30, 60, or 90 days that have labor schedules associated will prevent labor cost errors. With the volume of labor costs, the ability to summarize to analyze and troubleshoot errors in the payroll costs distribution process will be essential.

View Labor Schedules Example

View Labor Costs Example

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

If you have used these system generated roles to create custom roles prior to this release, you will need to add the privileges below to the appropriate custom roles to enable access to these subject areas:

• Project Labor Schedules Transaction Analysis Duty
• Project Labor Distributions Transaction Analysis Duty

As a Labor Distribution Accountant, to view person names in OTBI, you should assign a Person Security Profile for Public Persons

• Navigate to Assign Security Profiles to Role setup task
• Search for Role of Labor Distribution Accountant
• Click the Edit option
• In the Public Person option chose View All People to allow user to see Person Names in OTBI when looking at Labor Costs

Key Resources

Related Help:

• To learn more about the labor distribution capabilities, see Distribute Payroll Amounts Using Labor Schedules

• 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

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
  • Inherited - Project Labor Distributions Transaction Analysis Duty

• 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
  • Inherited - Project Labor Schedules Transaction Analysis Duty

Labor Schedule Duplication

Quickly create a new labor schedule version by duplicating an existing one. 

The ability to duplicate an existing labor schedule version and make needed changes will reduce data entry significantly. This allows for version changes such as start and end dates and distribution rules can be updated, removed, or added. For example, duplicate the labor schedule and then adjust the new version for just the addition of one distribution rule and a decrease to others percentages.

The images below illustrates the duplicate icon and the resulting "New" version created with the same dates and distribution rules, allowing for minor changes needed.

Original Version

New Version from Duplication (Start Date and Distribution Rule Changes)

Steps to Enable

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

Key Resources

Related Help:

• To learn more about the labor distribution capabilities, see Distribute Payroll Amounts Using Labor Schedules

• 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

Role Information

To use this feature, the following role is required:

• Labor Distribution Administrator (ORA_PJF_LABOR_DISTRIBUTION_ADMINISTRATOR_DISCRETIONARY)

Project Control

Standard Date-Effective Resource Rates for Planning Costs

Plan costs using the date-effective rate for resources, rather than the resource rate defined for the first day of the period, for greater control and accuracy when resources have multiple rates within a period.

Financial Project Plan Type

Financial Plan Type with Calendar

Financial Plan Type Without Calendar

The actual resource assignment start date is considered to determine the rate to be used for calculating planning cost. For example, if a resource assignment doesn't start on the first day of a period, then the application doesn't check for the existence of a rate for the first day of the period. Instead, it checks for the existence of a rate on the resource assignment start date. Planning costs for the period are calculated based on this rate.

Further, if there are changes in the rates within a period, then the application considers these change in rates and computes the planning cost accordingly. For example, let's say a labor resource assignment spans 3 months from 16 January, 2020 to 15 April, 2020 for a task in the financial project plan. The financial project plan uses the accounting calendar. The following table lists the rates that are defined in the Person rate schedule assigned as the planning rate for costs for these periods.

The following table lists the rates that are defined in the Job rate schedule assigned as the planning rate for costs for these periods.

For the period Jan-20, a rate of 22.5 is used because the resource assignment starts on 16 Jan, 2020 and a rate is found in the Person rate schedule for the duration within that period. For the period Feb-20, a weighted average rate of 42.5 is derived because rates of 45 and 40 are defined in the Person rate schedule for equal durations within the period. For the periods Mar-20 and Apr-20, a rate of 35 is used because there are no rates in the Person rate schedule for the duration of these periods. Therefore, the rate is retrieved from the Job rate schedule. The effective planning rates used for Amy Marlin and the planned costs for the different periods during her assignment are listed below.

Steps to Enable

For financial project plans:

1. Navigate to the Setup and Maintenance work area.
2. Search for and select the setup task Manage Project Plan Types.
3. Select a project plan type and click Edit.
4. On the Edit Project Plan Type page, in the Planning Options section, click the tab Plan Settings.
5. Select the option Effective resource rate dates as the value for the field Rate Derivation Date Type.

For budgets and forecasts:

1. Navigate to the Setup and Maintenance work area.
2. Search for and select the setup task Manage Financial Plan Types.
3. Select a financial plan type and click Edit.
4. On the Edit Financial Plan Type page, in the Planning Options section, click the tab Plan Settings.
5. Select the option Effective resource rate dates as the value for the field Rate Derivation Date Type.

Tips And Considerations

• You can select the option Effective resource rate dates only if you enable the Use planning rates option under the Rate Settings tab in the planning options of the project or financial plans.

• After you enable the option Effective resource rate dates for your financial plan versions or project plan type, you must click Refresh Rates from the Actions menu of the budget or forecast version or the financial project plan for the appropriate rates to be considered for calculating plan costs.

• The option Effective resource rate dates is available for planning cost amounts. It's not available for planning revenue amounts.

• The rates (for example, person rate and job rate) within a period must be defined in the same currency.

Key Resources

• Related Help: See Project Control Configuration: Financial and Project Plan Types in the Implementing Project Financial Management and Grants Management guide.

Role Information

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

• Privilege Name and Code
  • Manage Project Plan Type (PJO_MANAGE_PROJECT_PLAN_TYPE_PRIV)
  • Manage Project Financial Plan Type (PJO_MANAGE_PROJECT_FINANCIAL_PLAN_TYPE_PRIV)
  • Manage Project Budget (PJO_MANAGE_PROJECT_BUDGET_PRIV)
  • Manage Project Budget Working Version (PJO_MANAGE_PROJECT_BUDGET_WORKING_VERSION_PRIV)
  • Manage Project Forecast (PJO_MANAGE_PROJECT_FORECAST_PRIV)
  • Manage Project Forecast Working Version (PJO_MANAGE_PROJECT_FORECAST_WORKING_VERSION_PRIV)

• Duty Role Name and Code
  • Project Financial Application Administration (ORA_PJF_PROJECT_FINANCIAL_APPLICATION_ADMINISTRATION_DUTY)
  • Project Budget Management (ORA_PJO_PROJECT_BUDGET_MANAGEMENT_DUTY)
  • Project Budget Baseline Creation (ORA_PJO_PROJECT_BUDGET_BASELINE_CREATION_DUTY)
  • Project Plan Management (ORA_PJO_PROJECT_PLAN_MANAGEMENT_DUTY)
  • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT))
  • Award Management (ORA_GMS_AWARD_MANAGEMENT_DUTY)

• Job Role Name and Code
  • Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
  • Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB)
  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)
  • Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
  • Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)

Project Costing

Allocations Generation for a Group of Rules

Save time by submitting allocations for a group of rules at once. Project accountants assign the allocation rule to a group of similar rules. For example, create a group of allocation rules for labor or overhead expenses. Instead of submitting allocations individually for each rule, select the rule group to generate the allocations for all the rules in the group.

Optionally provide an Allocation Group Name when defining an Allocation Group. This step must be repeated for every Allocation Rule that you would like to be associated with this Allocation Group.

Manage Allocation Rule

When Generating Allocations, select an Allocation Group Name or an Allocation Rule Name.

Generate Allocations

Steps to Enable

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

Tips And Considerations

To use this feature you must:

1. Define new Allocation Rules to include Allocation Group Name.
2. Update existing Allocation Rules to include Allocation Group Name.
3. The Allocation Group Name in not validated. Therefore you have to be careful to ensure the same exact string is entered when adding to an Allocation Rule.
4. The Process Name has changed from Generate Allocations to Generate Allocation Groups.
5. When Generating Allocations you select either the Allocation Group Name OR Allocation Rule Name.
6. Select Period or leave blank to select current period.

Key Resources

• Related Help: Project Cost Allocations topics in the Using Project Costing guide

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)

Capital Interest Calculation Without an Organization Hierarchy

Bypass creating an organization hierarchy for capitalized rate schedules when you don't need the complexity of an organizational hierarchical structure.

You will now be able to create a capital interest schedule with no organization hierarchy.

If you have a simple organization structure and don't need the advanced functionality that uses organization hierarchies you can implement Project Financial Management without an organization hierarchy.

Manage Capitalized Interest Rate Schedule

Steps to Enable

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

Tips And Considerations

Prior to creating a Capitalized Interest Rate Schedule for No Organization Hierarchy you must:

1. If you haven't already implemented Project Financial Management without Organization Hierarchies, or are deciding if the best approach for a new implementation, evaluate if not implementing Organization Hierarchies is appropriate for your business.
2. Update the Manage Organization Hierarchies and Classifications - Organization Hierarchy Type to None. 
3. Run the Maintain Project Organization process.
4. Define a Rate Multiplier for each Organization with Projects that have transactions eligible for capital interest calculation on the Manage Capitalized Interest Rate Schedules page.
5. Select Build Rate Schedule from the Manage Capitalized Interest Rate Schedule page.

Key Resources

• Related Help: Options to Implement Project Financial Management Without an Organization Hierarchy in the Implementing Project Financial Management and Grants Management guide

Role Information

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

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

Project Management

Work Item Planning for Negotiations and Project Deliverables Using the New Project Planning User Experience

Plan for Oracle Sourcing Cloud negotiations and project deliverables using the new planning user experience. Set task completion criterion for each work item to automatically mark the task as complete when all associated work items meet their criteria.

Project managers can create deliverables for tasks, milestones, and gates and then set a completion event to drive the progress. For example, create a deliverable for a task and set the task to automatically complete when the deliverable reaches Completed status.

CREATING WORK ITEMS FOR NEGOTIATIONS 

• Prerequisite: Create negotiations in the Negotiations work area or allow access to an existing negotiation.
• New with this release:
  1. Open Task Details and select the Work Items tab.
  2. Create a new work item of the type negotiation and set the task completion event.

Sample showing negotiation associations to a project task with manual and automatic completion events.

• Unchanged from previous releases:
  1. Associate tasks with key negotiation activities from the Project Tasks tab in Negotiations work area.
  2. Create work items from the Manage Work Items page.

CREATING WORK ITEMS FOR DELIVERABLES 

• Prerequisite: Open Task Details > Deliverables tab and create a deliverable for a task. Save and close Task Details.

• Deliverables are automatically displayed in the Work Items tab in Task Details.

• Set the task completion event:
  • Option 1: From the Work Items tab in Task Details.
  • Option 2: From the Manage Work Items page.

Sample Showing Deliverable Associations to a Project Task with Task Completion Event Set 

Observe that the task completion event has been met.

Steps to Enable

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

Tips And Considerations

• Work items can be accessed from the Work Items tab of the Task Details dialog box. The Work Items column is no longer available on the Manage Project Plan page.

• Task completion event can be set only for lowest-level tasks.

• Task progress can’t be updated manually if there are work item associations for a task with completion event set. A task is marked as completed and the percent complete value is updated to 100% only when all work items associated with the task meet the completion criteria.

• Deliverables are treated as work items by default. Deliverables are displayed in the Work Items tab after you add deliverables and save the changes.

• Deliverables are used to track task completion only if the completion event is set. If your business doesn't require you to track progress through deliverables, you can leave the task completion event blank.

Not in scope for the current release:

• Navigation to the Negotiations work area from the Work Items tab of Task Details isn’t available in the current release. You can navigate to the Negotiations work area from the Manage Work Items page by clicking the Open Work Item icon.

• Product Development and Innovation Management work items aren't available in this release. Manage those work items on the Manage Work Items page. Revision column will be applicable to support such future work items.

Key Resources

Related Help:

• Project Plan Tasks and Schedule chapter in the Using Project Execution Management guide.
• Project Deliverables chapter in the Using Project Execution Management guide.

Role Information

To use this feature, you need the following privileges and roles:

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

Enhanced Microsoft Project Capabilities for the New Project Planning User Experience

The Microsoft Project integration is expanded to match the scheduling capabilities available when using the new planning user experience: These include summary task dependencies and additional constraint types for milestones. Opt in for the feature, Expedite Your Project Planning with a New User Experience, to take advantage of these new capabilities.

Exporting a project from Microsoft Projects 2010, 2013, and 2016 desktop versions to Project Execution Management as a new project now also supports:

• Summary tasks with dependencies. Summary tasks can be predecessors or successors.
• Multiple resource assignment for summary tasks and milestones.
• Milestones with percent complete value less than 100%.
• Constraints on milestones' start dates.
• All types of dependencies for Milestones. Milestones can have Finish-to-start, Finish-to-finish, Start-to-start, and Start-to-finish dependencies.

Importing projects from Project Management Cloud into Microsoft Project as new projects also support these capabilities.

Project in Microsoft Project Before Exported to Project Management Cloud

NOTE: All other behavior remains the same as in prior releases. Keep in mind that the exporting a project from Microsoft Project to Project Management creates a new project and the project schedule will be maintained in Oracle Project Management Cloud after that.

Steps to Enable

Opt in to the feature Expedite Your Project Planning with a New User Experience and install the latest version of Microsoft Project Integration client to be used along with Project Execution Management Cloud.

To install the latest version of the client:

1. From the Navigator, open Project Management.
2. From the Manage Project Plan page, open the Actions panel tab and select Install Microsoft Project Integration to download the latest client.
3. Save the client, extract the installation files to a local folder, and run setup from that folder. Make sure Microsoft Project is closed before running the installation.
4. After the Microsoft Project Integration client is installed, open Microsoft Project.
5. From the Oracle Fusion Projects ribbon, select the Change Environment icon and enter the URL for Oracle Project Management Cloud.

Tips And Considerations

Manual summary tasks need to be converted to automatic summary tasks before exporting them from Microsoft Project into Project Management Cloud.

Key Resources

Related Help:

• How Microsoft Project Works with Project Management topic in the Using Project Execution Management guide
• Microsoft Project Prevalidation Messages topic in the Using Project Execution Management guide
• Project Plan Tasks and Schedule chapter in the Using Project Execution Management guide

To learn more about the new project planning user experience, see:

• 20A What's New: Expedite Your Project Planning with a New User Experience
• Readiness Training: Expedite Your Project Planning with a New User Experience (update 20A)

Role Information

To use this feature, you need the Project Manager role (ORA_PJF_PROJECT_MANAGER_JOB).