Update 20D

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
28 JAN 2021	Project Control	Organizational Planning and Budgeting Unified with the Execution of Projects	Updated document. Revised feature information.
07 JAN 2021	Project Costing	Additional Accounting Sources for Creating Project Accounting Transactions	Updated document. Revised feature information.
16 NOV 2020	Project Costing	Project Asset Line Assignments Using File-Based Data Import	Updated document. Revised feature information.
16 NOV 2020	Project Management	Organizational Planning and Budgeting Unified with the Execution of Projects	Updated document. Revised feature information.
18 SEP 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

Common Project Management Features

Refined User Experience for Key Lists of Values Search for Project Management

Experience improved performance and enhanced type ahead suggestions for select lists of values in Project Management.

The following lists of values have the enhanced user experience as of this release:

• Award Template
  • Awards work area
    • Manage Awards > Create Award from Template
    • Awards > Quick Create Award
• Currency
  • Awards work area
    • Manage Awards > Create Award
    • Awards > Manage Awards > Create Award from Template
    • Quick Create Award
  • Costs work area
    • Manage Unprocessed Costs > Create Transaction > General Details
• Business Unit
  • Assets work area
    • Overview
  • Costs work area
    • Manage Unprocessed Costs > Create Transaction
    • Overview
  • Awards work area
    • Manage Awards > Overview > Edit Award Details > Edit Previous Award
  • Invoices work area
    • Generate Invoices
    • Manage Invoices > Create Manual Invoice
    • Manage Events > Create/Edit Event
    • Overview
    • Overview >Draft Invoices > Create Manual Invoice
  • Revenue work area
    • Generate Revenue
    • Manage Events > Create/Edit Event
    • Overview
• Event Type
  • Invoices work area
    • Manage Events > Create/Edit Event
  • Revenue work area
    • Manage Events > Create/Edit Event
• Legal Entity
  • Awards work area
    • Manage Awards > Create Award from Template
    • Manage Awards > Manage Award Projects > Create and Associate Project from Template
• Project Role
  • Project Financial Management work area
    • Manage Project Resources > Add/Update Project Resource
    • Manage Project Settings > Parties > Add Team Members
  • Project Management work area
    • Manage Project Resources > Add/Update Project Resource
• Project Template
  • Awards work area
    • Manage Awards > Manage Award Projects > Create and Associate Project from Template
  • Project Financial Management work area
    • Create Project

These lists of values facilitate faster manual data entry for the corresponding attributes.

Steps to Enable

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

Service Excellence Continuing Investments

Our ongoing investment in service excellence has a focus on overall resiliency, performance, and usability. This work is based on monitoring performance trends, reviewing common use patterns, analyzing service requests, and participating in many discussions with customers.

In this release, our on-going investment in service excellence includes improvements in the following areas:

• Documentation Content: Awards; Subledger accounting setup

• Performance: Manage project forecast generation; Manage Project Costs page; Update project performance data; KPI generation

• Messages: Transfer invoices to Receivables process; Planning resource breakdown structures; Awards

• Update Project Performance Data Process Simplification: Update Project Performance Data process now includes summarization for projects, contracts, and awards, so you no longer have to run 3 separate processes. The process also now generates KPIs without the need to initiate a child process.

• Usability:
  • KPI setup page simplification
  • Added display of organization classifications to organization lists of values on setup pages
  • View Approval History for budgets and forecasts now supports advanced approval actions such as request for more information, suspension, resumption, delegation, re-assignment, and escalation

• User Assistance Simplification: Added targeted links to help windows in the context of each project management business flow; Started restructuring implementation guides and enhanced the overall flow

Steps to Enable

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

REST APIs for Project Management

Project Foundation

Additional Attributes in Projects REST API

Manage additional attributes using the Projects REST API. For example, you can enter the legal entity while creating a project using the Projects REST API.

The following attributes are now supported in the Projects REST API:

• Legal Entity ID
• Legal Entity
• Project Ledger Currency Code
• Allow Capitalized Interest

You can:

• Provide values for Legal Entity or Legal Entity ID while creating a project using the Projects REST API. However, you can't update the legal entity for an existing project.

• Only view the Project Ledger Currency Code attribute. You can't provide a value for the project ledger currency while creating or updating a project.

• Provide values for the Allow Capitalized Interest attribute while creating or updating a project.

The business benefit of this feature is that you can override the legal entity defined in the template while creating a project.

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

• If you don't provide a value for the Allow Capitalized Interest attribute while creating a project, then the value for this attribute is:
  • Copied from the project template (if specified in the template) and if no capital interest attribute is provided in the request payload, for example, Capitalized Interest Rate Schedule, Capitalized Interest Stop Date, etc.
  • Set to true if capital interest attributes are provided in the payload, for example, Capitalized Interest Rate Schedule, Capitalized Interest Stop Date, etc.
  • Set to the following if not specified in the template and capital interest attributes aren't provided in the payload:
    • True if capital interest attributes are specified in the template.
    • False if capital interest attributes are not specified in the template.

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 Service (PJF_MANAGE_PROJECT_SERVICE_PRIV)
  • View Project Service (PJF_VIEW_PROJECT_SERVICE_PRIV)

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

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

Project Control

Financial Project Plan Baseline REST API

Set a financial project plan version to baseline status using the Financial Project Plan REST API. To perform the action on an existing financial project plan version, use the custom operation available for the Financial Project Plan REST API.

Use the Financial Project Plan REST API to set financial project plan baseline to track how well you executed the plan over time and improve planning efforts in future as required. Optionally, generate and set a budget to baseline budget while setting baseline for financial project plan.

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 set the financial project plan to baseline.

Optionally choose to generate a project budget and baseline project budget while a financial project plan is set to baseline.

Key Resources

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

Role Information

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

Oracle Project Management

Grants Management

Federal Financials Report Output in Current Format

Run the Federal Financials Report process with the latest changes to the SF-425 OMB Number 4040-0014 report format. The image below illustrates the updated report:

Updated Federal Financials Report

With this report format change, you will be able to run the report and provide to the federal funding agency with little or no alteration needed.

Steps to Enable

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

Key Resources

Related Help:

• Federal Financial Report Process in the Using Grants Management guide
• FAQs for Awards and Award Projects in the Using Grants Management guide

Role Information

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

• Privilege
  • Run Federal Financial Report Process

• Roles
  • Grants Administrator
  • Grants Department Administrator
  • Principal Investigator

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

Labor Schedules for Person Assignment and Payroll Element

Record labor costs at a more granular level of the payroll element for the person's assignment. For example, associate your labor schedules for the combination of a person, assignment, and payroll element to capture car allowance and salary separately.  The pay element can also be used as a source in the projects subledger for accounting rules.

As part of the labor distribution process, labor distribution administrators can setup labor schedules specific to a pay element.  Labor distribution will distribute the imported payroll costs that fit within the start and end date of active versions. 

The image below illustrates a labor schedule for Mark Williams that will distribute imported payroll costs for the pay element Car Allowance to the general ledger account specified.  This will ensure that the project is not charged for these costs based on agreements with the customer or sponsor.

You can use the View All button to get an overview of all the labor schedules for this person.  This allows for analysis of what labor schedule types are active for a given time period.  Mark Williams has three active labor schedules for the time period of July 1st, 2018 through June 30th, 2019.  Any payroll costs other than Car Allowance or Year End Bonus will distribute to the highlighted labor schedule and be charged to the Valve Design and Test project.

Labor distribution accountants can see the payroll costs and the distribution to the two different destinations in the Manage Labor Costs work area.  Mark Williams bi-weekly payroll for August 2018 was distributed based on the pay element attributes as illustrated in the image below.  This information is also available in OTBI for broader reporting and analysis. The order of precedence for labor schedules is first, to evaluate the payroll cost against the person assignment element labor schedules and second, to apply to the person assignment labor schedules.

The pay element is available as a source in the subledger accounting to allow for specific journal creation of the project based costs.  The mapping set illustrated below will override the account segment of the account string based on the pay element of "Car Allowance."

Pay Element Mapping Set

Watch a Demo

Projects that have complex rules for what costs are to be charged and billed to customers or award sponsors can leverage this more granular distribution of payroll costs to meet requirements.

Steps to Enable

• Creation of Pay Elements
  • Pay Elements are required to be created to be accessible in the labor schedule work area
    • Use the Elements setup task to efficiently create the elements needed

• The role Labor Distribution Administrator has an additional data security requirement to gain access to the Elements from the HCM Payroll area
  • Use the Assign Security Profiles to Role setup task to define a Legislative Data Group security profile for the Labor Distribution Administrator role

Tips And Considerations

• You must create pay elements using the Elements set up task. Only then they are accessible in the labor schedule work area.

• Import Assignment Labor Schedules process validates the pay element attributes for Assignment Element labor schedules to ensure they match a pay element setup in HCM Payroll

• Import Payroll Costs process validates the pay element attributes to ensure they match a pay element setup in HCM Payroll

Key Resources

Related Help:

• Watch Labor Schedules for Person Assignment and Payroll Element Demo

• Understanding of pay elements in the Set Up Elements chapter in the Oracle Global Human Resources Cloud Implementing Payroll for Global guide

• Understanding the Legislative Data Group security profile for the Labor Distribution Administrator role in the Legislative Data Group 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 Administrator (ORA_PJF_LABOR_DISTRIBUTION_ADMINISTRATOR_DISCRETIONARY) security profile assigned to the role and requisite setup

Project Billing

Expenditure Item Transaction Date Derivation for Intercompany and Interproject Invoice Lines

Derive the expenditure item date for intercompany and interproject invoice and credit memo lines transferred to payables. Payables clerks can avoid validation errors on the importing of such invoices into payables, by having the application set the expenditure item date to the earliest date among the invoice date, project end date, and task end date.

The processing of intercompany and interproject invoices and credit memos can often occur after a project or task is officially marked as complete. For tax and document sequencing reasons, the invoice date of such invoices and credit memos needs to be the date on which the invoice or credit memo was issued. To avoid validation errors when importing these invoices and credit memos into payables, however, the application will set the expenditure item date to the earliest date among the invoice date, project end date, and task end date. That way payables clerks don't need to perform corrective actions to get the invoices and credit memos imported into payables.

Steps to Enable

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

Role Information

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

• Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB).

Project Contract Invoice Approval Status Tracking from Invoice Overview and Manage Invoices Pages

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

Following onto the Project Contract Invoice Approval Status Tracking feature delivered in the 20C update, Project Billing Specialists can now also view the invoice approval history while viewing specific invoices in the Overview page of the Invoices work area, as well as on the Search Results in the Manage Invoices page.

View Approval History in Invoices Overview

View Approval History in Manage Invoices

Watch a Demo

Quickly identify the next approver(s) of an invoice to expedite delivery to your customers.

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 workflow task data is archived.

Key Resources

• Watch Project Contract Invoice Approval Status Tracking from Invoice Overview and Manage Invoices Pages Demo

Role Information

To use this feature, you need one of 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)

Transaction Business Category Derivation for Intercompany and Interproject Invoice Lines

Derive the transaction business category for intercompany and interproject invoice and credit memo lines, separate from external invoice and credit memo lines. Tax administrators can use the separate transaction business category in tax rules to more accurately derive taxes on those intercompany and interproject invoices, in both project contract billing and receivables.

Sometimes tax applicability can differ, depending on whether the parties involved are external or internal. The application will derive a different transaction business category for intercompany and interproject invoices and credit memos, which tax administrators can use to vary the tax handling from external invoices and credit memos. This avoids the need for billing specialists and receivables clerks to override the tax on project contract and receivables invoices respectively.

Steps to Enable

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

Tips And Considerations

Tax administrators may want to create new project billing and receivables tax rules, to make use of the different transaction business category value derived on intercompany and interproject invoice and credit memo lines.

Role Information

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

• Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB).

Project Costing

Accounted Cost Import When Project Periods Are Closed

Import accounted costs even when the project period is closed. Project accountants can avoid validation errors when processing accounted costs. Once costs are imported, they can easily track downstream activities, such as billing and capitalization, and take actions as required.

Transactions accounted in Payables, Cost Management or 3rd party transactions that are accounted in the source system can skip import costs validations if the project period status is equal to closed or close pending. In the case of the general ledger accounting period being closed, the applicable burden cost and accrued revenue will be accounted in the next open period.

On the Manage Project Transaction Sources task, enable the check box, Import accounted cost when project periods are closed. This check box will be available when Accounted in Source Application is one of the following:

• Raw
• Raw and burdened
• Raw and burden
• Raw, burden and burdened

Manage Project Transaction Sources

Following is an example of a validation that can be avoided by enabling the check box, Import accounted cost when project periods are closed.

Externally accounted transactions that fail because of the period is closed will also display an informational message that identifies the transaction document. Using this message, the project application administrator can easily adjust the document set up to avoid this type of error.

Message

Reduce the time to close project periods by allowing accounted transactions to be processed and imported into the project subledger when project periods are closed.

Steps to Enable

On the Manage Project Transaction Sources task, enable the Import accounted cost when project periods are closed check box.

Watch a Setup Demo

Tips And Considerations

• The Import accounted cost when project periods are closed check box is not enabled by default, Project Application Administrators can enable it on the Manage Project Transaction Sources task.

• Accounting Period Close Exceptions Report will not display pending transactions for closed periods.

• The transaction will fail processing if the period is not defined or is a never open period.

Key Resources

• Watch Accounted Cost Import When Project Periods Are Closed Setup Demo
• Transaction Document Import and Accounting Options in the Implementing Project Financial Management and Grants Management guide

Role Information

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

• Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
• Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)
• Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

Additional Accounting Sources for Creating Project Accounting Transactions

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:

• Task Work Type ID, Category and Attributes
• Work Type Billable Indicator
• Work Type Transfer Price Amount Type
• Work Type Name

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 in the Oracle Project Management Cloud Using Project Costing guide.
• Accounting Attribute Assignments in the 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)

Project Asset Line Assignments Using File-Based Data Import

Import and assign asset lines to assets for your capital projects using file-based data import when the available assignment methods do not meet your business requirements.

If the Asset Cost Allocation Method options provided in the Manage Project Type page don't satisfy your required asset line grouping needs, set the Asset Cost Allocation Method to None.  When you run the Generate Asset Line process, the asset lines will not be assigned to an asset.  The asset lines will remain unassigned. These asset lines can be easily assigned to their assets using the Import Asset Lines file-based data import, FBDI.

When using this FBDI, perform the following steps:

1. Extract a list of unassigned asset lines.
2. Populate the Import Unassigned Asset Lines per the workbook instructions.
3. Select the Generate CSV File button.
4. Run the two import processes of Load Interface File for Import and Import Unassigned Asset Lines.
5. Verify the results. Are there errors?

• No: You are finished. No output report will be created.
• Yes: An output report is created in Excel format. Correct the errors in the spreadsheet or the application and go back to Step 2. 

Sample Query of Unassigned Asset Lines

You need to get a list of all unassigned asset lines. One way you could accomplish this is by creating an OTBI analysis using the Subject Area of Project Costing - Asset Real Time to provide asset lines in which do not have an Asset ID. In other words, these are unassigned asset lines.

Import Unassigned Asset Lines Instructions

The Instructions and CSV Generation page provides details for populating the unassigned asset lines and the rules that must be adhered to for successful import.

Asset Line Assignment Page

On the Asset Line Assignment page, assign the unassigned asset lines to their correct assets by selecting the Asset ID or Asset Name.

The volume of these unassigned asset lines can be quite large, therefore manual update is not a reasonable option.  You can now update thousands of unassigned asset lines through the use of this Import Unassigned Asset Lines file-based data import spreadsheet.

Steps to Enable

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

Tips And Considerations

The Import Unassigned Assets Lines process validates and processes the data in the project asset assignment interface tables and all exceptions and warnings are exported in the process output excel report.  No excel report will be created if all unassigned asset lines successfully get imported.  The errors will need to be corrected and imported an additional time.

This template perform two actions:

• You can update unassigned asset lines to an asset.
• You can also update an assigned asset line to become unassigned. You would do this when the asset line has been assigned to an incorrect asset line.

The workbook contains the tab "Instructions and CSV Generation" that provides detailed explanations for your understanding, instructions for completing, and examples for illustrating the steps necessary for completing your workbook.

The Manage Asset Lines page remains unchanged and available for the manual assignment of unassigned asset lines.

Key Resources

Related Help:

• File-Based Data Import for PPM in the Oracle Project Management Cloud Implementation guide.
• Import Unassigned Asset Lines in the Using Project Costing guide.
• Overview of External Data Integration Services for Oracle Cloud in the Implementing Applications

Role Information

This feature is enabled by default for the following roles:

• Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_ROLE)
• Project Application Administrator (ORA_PJF_PROJECT_APPLICATION_ADMINISTRATOR_ROLE)

The Integration Specialist must have access to the PJC_RUN_IMPORT_UNASSIGNED_ASSET_LINES process.

Project Burden Cost Grouping Configuration

Configure additional grouping criteria to apply to project burden costs using the Project Process Configurator. For example, you can create a project process configurator to define that project burden costs are grouped by the transaction number. This will generate separate burden cost lines for each raw cost and you can quickly identify the exact burden cost that's generated for your raw costs.

Create Burden Cost Grouping Configurator

You can identify the exact burden cost associated with your raw cost. This helps you to effectively manage cost-reimbursable billing by ensuring that the raw and burden costs have the same expenditure item dates. This results in the raw and burden costs being included on the same invoice.

Steps to Enable

1. Navigate to the Setup and Maintenance work area.
2. Search for and select the task Manage Project Process Configurator.
3. On the Manage Project Process Configurator page, click Create in the Search Results section.
4. On the Create Project Process Configurator page, enter a name for your configurator.
5. Select the value Burden Cost Grouping in the Business Process choice list.
6. In the Configurator section, select Transaction Number in the Available Grouping Sources list.
7. Click Move to shuttle the Transaction Number to the Selected Grouping Sources list.
8. Verify that the Active check box is enabled.
9. Click Save and Close.

Watch a Setup Demo

Tips And Considerations

• You can't have more than one active Burden Cost Grouping configurator at any time.

• When you create a new or make an existing Burden Cost Grouping configurator active, then the burden costs created thereafter will be grouped based on the existing grouping method. For example, in case of adjustments, the grouping method used for the original project costs will be ignored and the resulting burden costs will follow the rule defined in the existing configurator.

• The default grouping criteria by which project burden costs are grouped currently are listed below. This criteria is implicit and can't be changed by the configurator i.e., no grouping attribute can be removed. However, additional grouping criteria can be added on top of these by using the configurator. For example, transaction number.
  • Project
  • Task
  • Organization
  • Project Accounting Period
  • Transaction Currency
  • Provider Ledger Currency
  • Burden Cost Code
  • Expenditure Type Class
  • Person Type
  • Billable
  • Capitalizable
  • PO Line
  • Data Set (For budgetary control integration)
  • Contract
  • Funding Source

Key Resources

• Watch Project Burden Cost Grouping Configuration Setup Demo

Role Information

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

• Privilege Name and Code:
  • Manage Project Process Configurator (PJF_MANAGE_PROJECT_PROCESS_CONFIGURATOR_PRIV)

• Duty Role Name and Code:
  • Project Financial Application Administration (ORA_PJF_PROJECT_FINANCIAL_APPLICATION_ADMINISTRATION_DUTY)

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

Project Control

Budget and Forecast Generation from the Resource Plan

Plan for your project resources and generate a project-level budget or forecast based on the plan. You can use project resources as the source for budget and forecast cost, revenue, or both. Include all the labor and expense resources or a subset, such as only confirmed labor resources.

You can choose to include the resources with statuses as below:

• All - Labor resources in any status and all expense resources.
• Confirmed - Labor resources in confirmed and reserved status and all expense resources.

Manage Project Resources - Labor

Manage Project Resources - Expense

Create Project Budget: Budget Generation Source - Project Resources

Budget Generation Source - Project Resources

Project Level Budget Version Generated from Project Resources

Quickly create budgets and forecasts without having to first assign resources to a project plan and subsequently use it as a source to generate a budget or forecast.

Steps to Enable

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

Tips And Considerations

• Rates for the resources will be derived from the rate schedule settings of the financial plan type planning options.

• Selecting confirmed resources selects resources in reserved status as well for financial plan generation.

• 'Retain Spread from source' option is not applicable as the periodic spread happens based on the spread curve associated to the resource in the planning and billing resource breakdown structure.

Key Resources

• Refer the Considerations for Creating Budgets and Forecasts topic in the Defining and Managing Financial Projects guide

Role Information

• Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
• Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)

Date-Effective Resource Rates for Planning Costs Using Actual Rates

Use date-effective resource rates for planning costs using actual rates in your financial project plan types and financial plan types. You can use this feature to more accurately plan for cost in financial project plans, budgets, and forecasts using the date-effective resource rates feature along with actual cost rates. This lets you define rates mid-period, typically sometime within your monthly accounting period, and have resources use the most applicable rate in planning.

Financial Plan Type with Calendar

Financial Plan Type Without Calendar

Financial Project Plan Type

If the option to use planning rates is not enabled (in the Rate Settings tab), then actual cost rates are used to compute planning costs for the resources in the following order of precedence.

1. Cost rate overrides defined at the project or task level.
2. Rates or rate schedules associated with the labor costing overrides.
3. Rate schedules associated with the organization costing rules.

If cost rate overrides are defined at the project or task level, then the relevant cost rate override that's active for the resource assignment duration is used. For example, if the resource assignment is from 1 January, 2020 to 31 December, 2020 and 3 cost rate overrides exist for the project as follows, then cost rate overrides 1 and 2 are used to compute the planning costs for the resource.

• Cost rate override 1: From 15 November, 2019 to 1 June, 2020
• Cost rate override 2: From 2 June, 2020 to 5 February, 2021
• Cost rate override 3: From 6 February, 2021 to 31 December, 2021

In the above example, cost rate override 1 is used from 1 January 2020 to 1 June 2020 to derive the cost and cost rate override 2 is used from 2 June 2020 to 31 December 2020 to derive the cost.

If cost rate overrides aren't defined but labor costing overrides are defined for the person in the Manage Labor Costing Overrides setup task, then the override that's active on the start date of the planning period (or start date of the financial project plan, budget, or forecast in case of non-periodic plans) is used to determine the rate or the rate schedule to compute the planning costs for the resource.

Lastly, if neither cost rate overrides nor labor costing overrides are defined but organization costing rules are defined for the business unit (or expenditure organization or both) in the Manage Organization Costing Rules setup task, then the rule that's active on the start date of the planning period (or start date of the financial project plan, budget, or forecast in case of non-periodic plans) is used to determine the rate schedule to compute the planning costs for the resource.

If the Use planning rates option in the Rate Settings tab isn't enabled but actual cost rates can't be determined because cost rate overrides, labor costing overrides, or organization costing rules aren't defined, then the Resource Class Raw Cost Rate defined in the Rate Settings tab is used to compute the planning costs for the resources in the financial project plans, budgets, and forecasts.

Resource Class Rate Schedule Used When No Actual Cost Rates Exist

Using this feature, you can closely simulate actual costs while planning for your projects. When you generate forecasts out of your financial project plan after interfacing actual costs with the financial plan, they will provide a more accurate picture of your costs.

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.
6. Click the tab Rate Settings.
7. Disable the Use planning rates check box for the business units for which you want to use actual cost rates.
8. Click Save and Close.

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.
6. Click the tab Rate Settings.
7. Disable the Use planning rates check box for the business units for which you want to use actual cost rates.
8. Click Save and Close.

Tips And Considerations

• 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.

• After a rate schedule is determined to calculate the planning cost for a period, if no rates are found within that rate schedule for one or more days, the application doesn't search for other rate schedules to compute cost.

Key Resources

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

Financial Project Plan Subject Area in OTBI

Add the new Financial Project Plan subject area to your existing reports or create new reports that use the new subject area to view financial project plans and report accurately on the planning of a project. For example, you can review the task structure, resource assignments, and summary planning and actual costs incurred for the tasks and resources for your projects. For details about creating and editing reports, see the Creating and Administering Analytics and Reports for PPM guide.

Sample Financial Project Plan Report

Report on your Financial Project Plan tasks and/or resource assignments, planned costs and unplanned assignments independent of other financial measures, such as Budget, Actual Cost or Revenue. 

Steps to Enable

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

Organizational Planning and Budgeting Unified with the Execution of Projects

Combine Oracle Fusion Cloud Enterprise Performance Management (EPM Planning) and Oracle Fusion Cloud Project Management (Project Management) to perform organizational planning and budgeting, and to execute projects. Develop your strategic corporate plan and budget using EPM Planning and execute and collect costs for approved projects using Project Management. Actual costs are then included in budget analysis, forecasting, and re-planning using EPM Planning.

With this out-of-the box (OOTB) integration, the same Indirect and Capital projects are visible in both EPM Planning and Project Management applications depending on the cadence of the synchronization. The capabilities include:

• Transfer project and budgets created in EPM Planning to Project Management: the strategic budget is created as a baseline budget at the resource class level.

• Use the budget approval validation to validate the detailed budgets created by project managers vs. the strategic budgets created in EPM Planning (Optional).

• Transfer actual cost amounts from Project Management to EPM Planning at the resource class level.

• Transfer re-planned budgets from EPM Planning to Project Management at the resource class level.

Diagram Showing Overall Business Flow

In EPM Planning, the portfolio manager adds projects and plans out project expenses to define the organizational budget. After approval, projects are interfaced to Project Management using the planned expenses to create a strategic budget. The project manager prepares a detailed budget in Project Management that is optionally validated against the strategic budget. As projects are executed, actual costs are collected in Project Management and passed to EPM Planning through the integration process. Portfolio managers then monitor the projects being executed; analyzing budget versus actual costs in EPM Planning. Periodically, portfolio managers re-plan the organizational budget resulting in another budget version being sent to Project Management.

Planned Expenses (Budget) created in EPM Planning

           

Budget Interfaced to Project Management

The data migration capabilities address the different phasing of implementations. The following are the supported migration flows:    

• Migrate existing projects from EPM Planning to Project Management: your company is already using EPM Planning for organizational planning and budgeting and adopts Project Management, as part of ERP, later.

• Migrate existing – inflight – projects from Project Management to EPM Planning: organizational planning and budgeting is currently being performed offline while your company already uses Project Management to execute their projects.      

IMPORTANT: If your company has already implemented both EPM Planning and Project Management - and has either built a custom integration or operated the applications independently of each other - the reconciliation of projects needs to be handled as a pre-requisite before using this integration. There will be no automated script provided to address the synchronization of existing projects themselves.

This feature will let your organization:

• Select the right projects to invest in by implementing enterprise-wide business planning using EPM Planning and, in parallel, manage and execute the approved projects in detail using Project Management without delays, duplication of effort, or manual budget validation. 

• Replan more accurately in EPM Planning using real cost data.

• Approve a detailed budget against a baselined strategic organizational budget.

Steps to Enable

Functional and configuration steps are required in Project Management and EPM Planning to enable this business flow integration. This is documented in the White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects.

Tips And Considerations

The integration flow specifically supports the following:

• Indirect, Capital, and non-sponsored projects are supported. Contract projects and Grants are not in scope.

• Accounting Calendar of 12 periods which include monthly, 4-4-5, 5-4-4, and 4-5-4. The 4-4-4 Accounting Calendar is not supported.

• Integration is with OOTB EPM Projects Module cube (No custom cube support).

• Planned expenses (budgets in Project Management) and actual costs are shared at the Resource Class level. i.e. Labor, Equipment, Material, and Financial Resources.

• Only actual costs are interfaced - not committed costs.

• Detailed budget can only be validated against the strategic budget by the total amount.

Key Resources

• White Paper:
  • Unified Planning, Budgeting, Execution, and Analysis of Projects

• EPM Planning Resources:
  • Integrating EPM Planning Projects and Project Management in Administering Planning Modules
  • Updating Projects Artifacts in Administering Planning Modules
  • Process Description for Integrating EPM Planning Projects and Project Management in Administering Data Integration for Oracle Enterprise Performance Management Cloud
  • Integrating EPM Planning Projects With Project Management in Working with Planning Modules

• Project Management Resources:
  • How Enterprise Performance Management Works with Project Management in Implementing Project Financial Management and Grants Management guide

Role Information

To run BIP Reports used in this feature, you need these roles:

• Role Name and Code:
  • Import Project Data into Third-Party Software (PJF_IMPORT_PROJECT_INTO_THIRD_PARTY_SOFTWARE_PRIV_OBI)
  • Get Project Setups (PJF_GET_PROJECT_SETUPS_PRIV_OBI)

To run the Projects and Budgets FBDI processes used in this feature, you need these privileges and roles:

• Privilege Name and Code:
  • Run Import Projects Process (PJF_RUN_IMPORT_PROJECT_PROCESS_PRIV)
  • Run Import Project Budgets Process (PJO_RUN_IMPORT_PROJECT_BUDGET_PROCESS_PRIV)

• Role Name and Code:
  • Run Import Project Process (PJF_RUN_IMPORT_PROJECT_PROCESS_PRIV_OBI)
  • Run Import Project Budgets Process (PJO_RUN_IMPORT_PROJECT_BUDGET_PROCESS_PRIV_OBI)

• Duty Name and Code:
  • FSCM Load Interface Administration (ORA_FUN_FSCM_LOAD_INTERFACE_ADMIN_DUTY)

Project-Level Resource Changes Using File-Based Data Import

Add or update resources for project-level planning resource breakdown structures using file-based data import. For example, you can add the same resource or multiple resources to a number of projects at the same time. You can also update the names, spread curves, and resource classes for the resources at the project level.

Enter a project number in the new column Project Number that appears at the end of the row in the Resources worksheet of the Resource Breakdown Structures Interface XLSM template to add a resource to a planning resource breakdown structure which allows resource changes at the project level. If no value is provided, the resource will be added to or updated in the resource breakdown structure provided in the Name column.

This feature will benefit business in the following ways.

• New people who join an organization are often assigned to multiple projects. To plan for these people, you first need to add them to the projects. Using this feature, you can add new people (or other resources) to all the primary planning resource breakdown structures at the project level.

• Existing resources on projects can change their names for personal and legal reasons. In such a case, an existing resource on a project, after the name change, should appear with the new name when you plan for that resource. This feature will allow you to update the names for such resources on your projects.

Steps to Enable

Download the latest XLSM template from the Import Resource Breakdown Structures topic in the File-Based Data Import for PPM guide.

Tips And Considerations

• You can update the resource name, spread curve, or resource class for a resource that's added to the primary planning resource breakdown structure of a project.

• Read the updated instructions in the XLSM template for more details.

Key Resources

• Related Help: File-Based Data Import for PPM guide

Role Information

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

• Privilege Name and Code
  • Run Import Resource Breakdown Structures Process (PJF_RUN_IMPORT_RESOURCE_BREAKDOWN_STRUCTURES_PROCESS_PRIV)

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

Submitted Project Budget and Forecast Versions in OTBI

View and report on project budgets and forecasts in submitted status using Oracle Transactional Business Intelligence, or OTBI. For example, review effort, quantity, and amounts of submitted financial plan versions or simply get a count on submitted financial plan versions.

My Projects Budgets

My Projects Forecasts

Using the report, you can view details of the effort, quantity, and amounts of submitted financial plan versions.

Steps to Enable

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

Project Performance Reporting

Performance Measures to Drive Budget and Forecast KPIs

Leverage additional predefined performance measures related to budgets and forecasts or create your own performance measures based on existing measures to effectively determine the overall health of your projects. Project managers can gain insight into project health by using these additional measures in KPIs. KPIs offer a measures-driven model for you to analyze specific aspects of your projects, such as planning, cost, and profitability and indicate if your project is on track or at risk.

The additional predefined measures are available across different planning metrics such as, budget labor cost, budget equipment cost, forecast labor cost, forecast equipment cost, forecast raw cost, margin percentage, cost variance, and revenue variance. Additionally, you can rename the predefined measures to make the measure names more relevant for your business needs.

You can create your own performance measures by editing one of the predefined custom measure sets on the Manage Performance Measures setup task page, for example, Custom measure 1, Custom measure 2, and so on. On the Edit Performance Measure page, select the custom member from either the Accounts Member or Scenario Member field and define a formula for your custom measure. Click the Define Formula icon to display the Custom Measure Calculator that provides an efficient way to define a formula using one or more predefined measures.

Define Formula for Custom Measures

This feature will benefit business in the following ways.

• Create your own custom measures to cater to your specific business needs using one or more predefined measures for effective tracking of your project health.

• Use one or more predefined measures to track the performance of your projects more closely.

Steps to Enable

1. In the Setup and Maintenance work area, go to the Manage Performance Measures task.
2. On the Manage Performance Measures page, select Custom in the Measure Category drop-down list, and click Search to get the list of custom performance measure sets.
3. Click the custom performance measure set that you want to define measures for.
4. On the Edit Performance Measure page, select the corresponding custom member from either the Accounts Member or Scenario Member drop-down list.
5. Enable the Use Time Dimension Member in Formula check box if you want to use a time member in the formula.
6. Enter the formula in the Formula field or click the Define Formula icon to define the formula using the custom measure calculator.
7. If you’re using the calculator, then after you select the Accounts Member, Scenario Member, and the Time Member (only if you selected the Use Time Dimension Member in Formula check box), click the Go icon to include them in the formula. Also, after you enter a number, click the Go icon next to it for the multiplier to be included in the formula.
8. Select the Enabled for Use check box to enable the performance measure for use.
9. Click Save and Close.
10. Go to the Manage Key Performance Indicators setup task and attach the custom performance measure to a KPI.
11. Go to the Manage Financial Project Settings page and attach the KPI to a project.
12. Run the Update Project Performance Data process to view the data for these performance measures for the project on the Review Project Performance page.

Watch a Setup Demo

Tips And Considerations

• Enable the Use Time Dimension Member in Formula check box if you want to embed the time member in the formula for your custom measure.

• If you enable the Use Time Dimension Member in Formula check box, then only one performance measure that's unrelated to a time member is displayed on the Edit Performance Measure page.

• Select the format of your custom measure judiciously such that it aligns with the formats of the predefined measures used in the custom measure calculation.

Key Resources

Related Help:

• Watch Performance Measures to Drive Budget and Forecast KPIs Setup Demo

• Create Performance Measures Based on Existing Measures in the Implementing Project Financial Management and Grants Management guide

• Create Key Performance Indicators in the Getting Started with Your PPM Implementation guide

Role Information

To view and create performance measures or use them in KPIs, you need these privileges and roles:

• Privilege Name and Code:
  • Manage Project Key Performance Indicators (PJS_MANAGE_PROJECT_KEY_PERFORMANCE_INDICATORS_PRIV)

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

To view KPIs that are attached to projects or to attach new KPIs to projects, you need these privileges and roles:

• Privilege Name and Code:
  • View Project Reporting Definition Information (PJF_VIEW_PROJECT_REPORTING_DEFINATION_PRIV)

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

Project Resource Management

Labor Resource Scheduling Using Hours per Week

Optimize labor resource assignments when a more flexible schedule is needed. Project managers can plan for a specified number of hours per week or a repeating weekly variable hours pattern. Once they have determined the scope and schedule for each resource, they can generate requests based on the planned resources' schedule hours either one at a time or all at once in one action. Project managers who have the privilege to directly confirm planned resources can easily create these assignments based on the resources' detailed schedule hours.

For resource requests that require a specified number of hours each week, resource managers can review available capacity based on the resource's total weekly hours available. For example if a request is for 25 hours each week, any resource that has 25 hours of remaining capacity for each week of the request would be considered fully available to fulfill the request.

Project managers face challenges when planning for resources on projects. Often, in order to secure qualified resources on their project to start work when they need them, they have to make their needs known to resource managers far in advance. They may not be at a point in planning when they know exactly what days they need a resource, however they do know they will need them for a certain amount of time each week.  It may not be important what days the resource works each week as long as the resource is allocated to the project for a certain number of hours each week. They want to be able to convey that resource demand to a resource manager to allow the resource manager to find a resource who has the weekly available capacity to meet the project's needs. In other cases, there may be resources the project manager has to plan for working specific days and hours each week. They can plan for these resources' variable hours schedules and create requests for all those resources in one action.

When the resource manager receives a request specifying weekly hours, they know there is flexibility for what days the resource will actually work on the project each week. They just need to ensure the resource has capacity to be allocated the requested weekly hours for the project. The resource manager can evaluate resource available capacity based on the weekly hours requested and the total hours the resource has available for each week.

Project Manager Can Specify Weekly Hours for a Resource

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 21B

Tips And Considerations

• Available capacity calculation will be based on the requested hours. If the request is for weekly hours, the available capacity will be based on the total remaining available hours a resource has each week of the requested duration. If the requested hours specifies using the project calendar hours, hours per day, or variable hours, the available capacity will be based on the resource's available hours each day of the requested duration.

• Assignment schedules for weekly hours can be adjusted to use variable hours, hours per day, or project calendar and vice versa.

Key Resources

• Related Help: Variable Hours Resource Request 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)

Simplified Resource Request Fulfillment

Proposing reserved, confirmed, and nominated resource requests are combined into a single nomination flow. This also allows for setting the staffing status and withdrawing a nomination for all resource requests. All final fulfillment approvals are consistently done by the resource manager or project manager based on your enterprise setting.

Resource managers can either nominate resources for the project manager to review before finally assigning the resources or directly fulfill the request when nominating, without any further action from the project manager. If your business additionally allows project managers to approve, they can fulfill their requests themselves, by approving the resources nominated by resource managers.

NOMINATING AND MANAGING NOMINATED RESOURCES

Role	Action	Purpose of the action
Resource manager	Submit	Nominates resources for the project manager to review
	Submit and Approve	Nominates and approves resources without any further action from the project manager
	Withdraw	Withdraws nominations
	Approve	Approves resources requested for assignment by the project manager
	Reject	Rejects resources requested for assignment by the project manager
Project manager	Request for Assignment	Requests for assignment the resources nominated by the resource manager
	Reject	Rejects nominated resources
	Approve	Approves nominated resources only if the set up allows

You can select the final approvers in the Nominated Resource Approvers section of the Manage Project Resource Management Implementation Options page.

Setting Implementation Options for Approval  

Resource managers can nominate resources on the request by choosing the Nominate Resources option under the Actions menu.

 Resource Manager Nominates Resources from Actions Menu

Resource managers can further set the staffing status or withdraw nominations.

Staffing Status and Withdraw Options for Resource Manager

Project managers can directly approve resources nominated by the resource manager based on the settings.

Additional Approval Option for Project Manager if the Setup Allows

Watch a Use Case Scenario Demo

Resource managers have a single and more consistent process to nominate and fulfill requests. Resource managers or project managers perform all final fulfillment approvals depending on your business process.

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 21C

Tips And Considerations

• Set the implementation option to allow either the resource manager or both the resource and project manager to approve resources. Project managers can approve resources only if the resource manager and project manager option is selected.
  • If you were previously using the nominate option, then your new choice will allow only the resource manager to perform approvals. Likewise, your earlier nominate and propose choice would now allow both resource and project managers to approve resources.

• Resource managers can nominate multiple resources for the project manager's review.

• Existing implementations - Changes to the status and saved search after opting-in

  You will now see Nominate Resources under the Actions menu instead of the Propose Resources. No further action is required to choose between Confirmed, Reserved, or Nominated options like earlier.
  Previously using Propose (Reserved or Confirmed)	Previously using Nominate
  All open requests can be fulfilled using the Nominate Resources action. You can additionally choose the assignment status for each nominated resource. Status of all  'Proposed for Confirmed Assignment' or 'Proposed for Reserved Assignment' requests will change to 'Nominated for Assignment'. Status remains the same for all 'In Process for Multiple Resources' requests. All in-process requests can be fulfilled based on the new implementation setup. There is no change to the fulfilled requests.	You can also create requests with the requested quantity of more than one. When resources are nominated on requests with quantity more than one, the status of the request changes to 'In Process for Multiple Resources'.
  Existing saved searches involving status 'Proposed for Confirmed Assignment' or 'Proposed for Reserved Assignment' need defining new criteria based on status 'Nominated for Assignment'.	No change

Key Resources

Related Help:

• Watch Simplified Resource Request Fulfillment Use Case Scenario Demo
• Considerations for Nominating Resources on a Resource Request 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 Management

Issue Management in the Project Management Work Area

Manage project-related issues using the Project Management work area. Rather than navigating to the My Work work area, the project manager can quickly review open issues, assign action items, and monitor progress on each issue while in the context of the project.

Project managers now have quick access to create and manage issues within the context of a project in the Project Management work area. In the project context, the project manager can use the issue type filter, open action items, and mark issues as closed. Team members continue to manage issues across projects in the My Work work area.

NAVIGATION

Project Managers Select Manage Issues Under the Control Heading

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 21B

Tips And Considerations

MARK AS CLOSED

If the issue is wrapped up, project managers can now immediately mark the issue as closed from the action menu in the main Manage Issue page, without the need to open the issue and action item details. The project manager can also duplicate and delete issues from the action menu.

Quickly Mark Issues as Closed from the Manage Issues Page

APPLICATION COMPOSER

The changes to the standard layout in application composer will have an impact on Manage Issue pages in both My Work work area and Project Management work area. All other functionalities in application composer remain the same.

Use Application Composer to Record Business-Specific Change Order Information

Key Resources

Related Help:

• Project Issues chapter in the Using Project Execution Management guide

Role Information

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

IMPORTANT Actions and Considerations

PROJECT CONTRACT BILLING: TRANSITION TO THE NEW DATA IMPORT/EXPORT MANAGEMENT FRAMEWORK FOR PROJECT CONTRACTS

The method for importing project contracts transitions to the CX Sales Cloud Data Import/Export Management framework in the 20D update.  This framework replaces the processes currently supported by the Manage Import and Export Activities tasks, and will provide enhanced usability, reliability, and performance.

Please be aware that this change only applies to the import of project contracts and related objects including bill plans, revenue plans, and associated projects.  All other project objects will continue to use the ERP File-Based Data Import (FBDI) framework.

If you currently use the Manage Import and Export Activities tasks in Setup and Maintenance to import project contracts, prepare to transition your import and export processes to the new Data Import / Export Management Framework along with the 20D update.

NOTE: This also includes any automated or “lights out” usage of the framework for project contract creation.

Benefits of the New Data Import / Export Management Framework for Project Contracts

• Ease of Use:  Streamlined UX, drag and drop mapping, pre-execution validations
• Integration:  REST and command-line APIs for job definition, invocation, and monitoring
• Consistency:  Object definitions aligned throughout the application (import, REST, UI), including parent-child structures
• Improved Debugging:  Easier issue diagnosis – analyzes up to the first 10 rows of your input file for validation of data type constraints and required fields
• Performance:  Reduced execution items for high-volume use cases
• Flexibility:  Support for jobs of all sizes, high-volume onboarding and initial data loads

Key Resources

• Understanding Import and Export Management for CX Sales and B2B Service