Update 21C

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
14 JUL 2021	Project Costing	Project Cost Adjustment Approval Workflow	Updated document. Revised feature description.
14 JUL 2021	Resource Management	Resource Pool Owners and Managers As Eligible Staffing Owners	Updated document. Added technical role information.
18 JUN 2021			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

Service Excellence Continuing Investments

In this update, our on-going investment in service excellence includes improvements in performance and usability.

In this update, improvements are available in the following areas:

• Performance
  • Project Billing
    • Generate Revenue: Faster determination of billing event eligibility.
    • Generate Invoice: Cleanup of BIP report output.
    • Validate Project Contract: Faster validation of bill set and related bill plan attributes for contracts with multiple bill plans.
    • Contract Invoices Work Area: Overall performance enhancements based on customer usage patterns.
    • Lists of Values: Performance enhancements to the Bill-to Customer and Contract Type lists of values. 

• Usability
  • Grants Management
    • Award Overview: Added information regarding spend authorizations and receipts reserved for the award and project control budgets in the Project Control Budget Balances and Project and Top Resource Control Budget Balances views.
    • OTBI: Added the department of the assignment the Labor Schedule Details folder in the Projects - Labor Schedule Analysis Real Time subject area.
  • Project Billing
    • Generate Invoice and Generate Revenue Output Reports: Report exceptions when an automatic billing event is not generated.
  • Project Control
    • Edit Budgets and Forecast Pages: For consistency, separate labor and equipment columns are available to show when editing financial project plans, budgets, and forecasts.
    • File-Based Data Import (FBDI): While importing project tasks from a source system using Import Projects and Import Project Tasks FBDI the application now checks for uniqueness of Source Task Reference value within a project and defaults the value as null if the value provided is not unique..
  • Project Planning
    • New Manage Project Plan Page: Enable the Expedite Your Project Planning with a New User Experience feature. Usability enhancements in update 21C include:
      • Oracle Social Network for project and task is available.
      • Project managers can view and update task description and task codes from the Task Details dialog box.
    • Chargeable and Receive Intercompany and Interproject Invoices Task Options: For consistency across all task creation and update methods (user interface, REST APIs, SOAP services, FBDI, and Microsoft Project integration):
      • A task must be chargeable before you can enable the option to receive intercompany and interproject invoices.
      • When you create a subtask for a parent that is both chargeable and eligible to receive intercompany and interproject invoices, then the new child task is automatically chargeable, but you must explicitly decide whether to allow the task to receive intercompany and interproject invoices. The parent task is automatically no longer chargeable for any type of transactions.

Steps to Enable

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

REST APIs for Project Management

Project Billing

Project Contract Invoice Attachments Using a REST API

Attach documents, links, and text to project contract invoices using a REST API. For example, attach copies of invoices or other supporting documents.

This feature allows easier management of supporting documents and references to your projects contract invoices.

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

• To perform any of the supported actions on a single attachment for a project contract invoice, first perform the GET action for all the attachments of an invoice and use the self URI of the required individual attachment available in the response body. This step is recommended as every individual attachment is identified by a unique hash key generated by the service and not the attached document identifier of the attachment.

• If you are considering adding or updating a category name to an attachment using the Attachments REST API, it is recommended to provide the default attachment category name of ‘PROJECT_BILLING’ or a user-defined category name assigned to the attachment entity of Project Invoice Headers. If a category name is not provided at the time of creating an attachment using this API, the most recent category for the attachment entity will be used. Attachments created with an invalid category name will be unsuccessful.

• Use a data type code of FILE to add documents, PDF, media and other file types, WEB_PAGE to add web URLs and TEXT to add text only attachments. Attachments created with an invalid data type code will be unsuccessful. 

• The use of the Batch REST operation allows creation of multiple attachments to an invoice in a single request.

• Attachments can be created and modified irrespective of the contract invoice status using the Attachments REST API.

Key Resources

• Related Help Topic:  REST API for Oracle Project Portfolio Management Cloud guide

Role Information

The Project Contract Invoices Attachments REST API is a child resource of the Project Contract Invoices REST API. To use this feature, you need one of these privileges and roles:

• Privilege Name and Code:
  • Manage Project Contract Invoice Service (PJB_MANAGE_PROJECT_CONTRACT_INVOICE_SERVICE_PRIV)

• Job Role Name and Code:
  • Project Billing Specialist
  • Project Integration Specialist
  • Grants Accountant

Project Control

Financial Project Plan Additional Actions Using a REST API

Update actual amounts, update progress, or refresh resource and conversion rates for a financial project plan using the Financial Project Plan REST API. Specify a percentage to adjust planning amounts.

Use the Financial Project Plan REST API to refresh project costs, update progress, and refresh resource and conversion rates over time to improve planning efforts as required. Optionally, refresh only the conversion rates to derive the most up-to-date conversion rates before you baseline your financial project plan.

Perform adjustments on the financial project plan version to review a change in planned amounts.

Reduced costs from automating a resource-intensive activity to maintain and manage accurate financial project plan versions using the Financial Project Plan REST API with the latest project costs, progress, and rates.

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

• To refresh only the conversion rates, set the refreshOnlyConversionRates attribute to Y in the payload.
• To refresh actual cost amounts, specify the date range, including the minimum and maximum task assignment dates.

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 roles:

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

Manage Planning Resource Breakdown Structures At Project Level Using a REST API

Manage the planning resource breakdown structure of specific projects or project templates using the Planning Resource Breakdown Structures for Projects REST API.

Reduced efforts on managing a projects resource breakdown structure that allows changes at project level using the Planning Resource Breakdown Structures for Projects 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

• This feature extends the existing Planning Resource Breakdown Structures for Projects REST service to allow modifying the Planning Resource Breakdown Structures (PRBS) to projects and project templates.
  • Modify the option to allow resources to be added automatically to the planning resource breakdown structure when it allows changes at the project level.
  • Modify the resource name, spread curve, or disable resources on the planning resource breakdown structure assigned to the projects or project templates  when it allows changes at the project level.

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 roles:

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

Project Costing

Project Cost Transaction Validation Using a REST API

Validate project cost transactions using the Project Cost Validations REST API. For example, ensure that the combination of project attributes are valid for a given date.

This feature allows you to validate transactions and correct errors if any, in the source application or system, prior to importing them as project costs.

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

• A maximum of 500 project cost transactions can be requested for validation in a single request made to the Project Cost Validations REST API.

• A summary of the results of the validation is available as part of the response body indicating the total count of transactions requested for validation, total count of transactions that have passed, passed with warnings or failed validation. The validation status for project cost transactions including additional information on failures and warnings are available in the response body identified by the original transaction reference passed by the source application.

• While the Project Cost Validations REST API accepts ID, Name and Number or Code values as inputs for various attributes, it is recommended that ID values be used, when possible, to ensure optimal responses.

• It is not mandatory to provide values for all input attributes when validating a project cost transaction using the Project Cost Validations REST API. Review the attribute descriptions and examples provided for the Project Cost Validations REST API in the REST API for Oracle Project Portfolio Management Cloud guide to understand the applicable scenarios when an input attribute or attributes become mandatory for validating a project cost transaction.

Key Resources

• Related Help Topic:  REST API for Oracle Project Portfolio Management Cloud guide

Role Information

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

• Privilege Name and Code:
  • Validate Project Costs (PJC_VALIDATE_PROJECT_COSTS_PRIV)

• Job Role Name and Code:
  • Project Integration Specialist

Project Foundation

Project Attachments Using a REST API

Attach documents, links, and text to projects using a REST API. For example, attach a project scope or definition document or project management plan to a project.

This feature allows easier management of supporting documents and references to your projects.

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

• To perform any of the supported actions on a single attachment for a project, first perform the GET action for all the attachments of a project and use the self URI of the required individual attachment available in the response body. This step is recommended as every individual attachment is identified by a unique hash key generated by the service and not the attached document identifier of the attachment.

• If you consider adding or updating a category name to an attachment using the Attachments REST API, it is recommended to provide the default attachment category name of ‘PROJECT’ or a user-defined category name assigned to the attachment entity of Projects. If a category name is not provided at the time of adding an attachment using this API, the most recent category of the attachment entity will be used. Attachments created with an invalid category name will be unsuccessful.

• Use a data type code of FILE to add documents, PDF, media and other file types, WEB_PAGE to add web URLs and TEXT to add text only attachments. Attachments created with an invalid data type code will be unsuccessful.

• The use of the Batch REST operation allows creation of multiple attachments to a project in a single request.

Key Resources

• Related Help Topic:  REST API for Oracle Project Portfolio Management Cloud guide

Role Information

The Project Attachments REST API is a child resource of the Projects REST API. To use this feature, you need one of these privileges and roles:

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

• Job Role Name and Code:   
  • Project Application Administrator
  • Project Integration Specialist
  • Project Execution Application Administration

Project Business Events Enablement Using a REST API

Enable or disable project business events using the ERP Business Events REST API. The existing opt-in framework to enable or disable project business events will be replaced with this REST API and any saved settings for these events will be carried forward automatically from update 21C.

This feature helps to efficiently manage the enabling of project business events, before subscribing to them.

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.

The below public business events for projects can be enabled or disabled using the ERP Business Events REST API. Get the ERP Business Event ID for the Business Event Code using the ERP Business Events REST API, and then enable or disable the business event by the ERP Business Event ID.

Business Event Name	Business Event Code
Publish Public Events on Project Status Change	ProjectStatusEvent
Generate Public Events When Publishing Financial Project	PublishProgressEvent
Generate Public Events on Change in Financial Project Plan	PlanChangeEvent
Generate Public Events on Project Task Progress Status Changes	ProjectTaskProgressStatusChanged
Generate Public Events on Project Milestone Completion	ProjectMilestoneCompletion
Generate Public Events on Project Deliverable Status Changes	ProjectDeliverableStatusChanged
Generate Public Events on Project Resource Request Status Changes	ProjectResourceRequestStatusChanged

Tips And Considerations

• Use the Oracle Visual Builder Add-in for Excel to easily retrieve details for and enable or disable a business event using the ERP Business Events REST API.

Key Resources

• Related Help Topic:
  • Examples on how to use the ERP Business Events REST API to enable or disable a business event - REST API for Oracle Financials Cloud

Role Information

You need the below privilege to use the ERP Business Events REST API:

• Access FSCM Integration Rest Service (FUN_FSCM_REST_SERVICE_ACCESS_INTEGRATION_PRIV)

Project Management

Project Resources Additional Actions Using REST API

Manage assigned labor and expense resources for a project using the Project Resources REST API. For example, confirm a labor resource, replace a labor or expense resource, or cancel an existing labor resource reservation.

Project managers can confirm a planned or reserved labor resource. Additionally, requesting an extension or canceling these resources on a project is available. They can also replace both labor and expense resources. For example, as a project manager, add a resource with a specific role to the project for a task assignment. You can reserve, confirm, or replace that resource.

Project Labor Resources and Project Expense Resources REST API allows to update the following resource values:

Action	Operation	Attribute to Update	Eligible Resources
Confirm Resource	PATCH	Assignment Status	Planned and Reserved Labor Resources
Replace Resource	PATCH	Labor Resources - Project Resource ID, Name, or Email  Expense Resources - Expense Resource ID or Name	Planned and Confirmed Labor Resources Expense Resources
Request Extension	PATCH	To Date Extension Reason	Reserved and Confirmed Labor Resources
Cancel Assignment and Reservation	PATCH	Assignment Status	Reserved and Confirmed Labor Resources
Update Resource	PATCH	Assignment Type Bill and Cost Rates	Reserved Labor Resources

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

1. Confirm a planned resource with a valid email and assignment dates if the resource is allowed for scheduling. Additionally, confirm a reserved resource by updating the status.

NOTE: Confirming a resource requires additional privilege.

2. Replacing a planned or confirmed resource also updates their task assignments provided the resource is not the primary project manager or a gate approver who has participated in the approval process and submitted a response. Replacing a resource also updates the resource bill rate and cost rate.

3. When requesting an extension, additionally capture the extension reason.

4. Cancel a reserved or confirmed resource provided there is no existing task assignment for the resource or the resource selected is not the primary project manager.

5. Updating rates are available only for resources in reserved status. Resources in confirmed statuses will be supported in a future release.

Key Resources

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

Role Information

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

• Privilege Name and Code:
  • Manage Project Work Plan (PJT_MANAGE_PROJECT_WORK_PLAN_PRIV)
  • Manage Project Work Plan Resource Assignments (PJT_MANAGE_PROJECT_WORK_PLAN_RESOURCE_ASSIGNMENT_PRIV)
  • Assign Project Resource to Project (PJT_ASSIGN_PROJECT_RESOURCE_TO_PROJECT_PRIV) to confirm a resource.

Project Resource Management

Resource Calendar and Resource Pool Memberships Using Project Enterprise Labor Resource REST API

View the resource calendar and pool memberships of a labor resource using Project Enterprise Labor Resource REST API. For example, view the daily working hours of a labor resource along with any scheduled exceptions for days where the resource is not available.

A project enterprise labor resource is a resource that you can assign to multiple projects. Manage your enterprise labor resource availability and staffing in Project Resource Management Cloud, using Project Enterprise Labor Resource REST API child resources. You can view resource calendar details with any scheduled exceptions and have visibility to the resource pool memberships.

The additional child resources available under Project Enterprise Labor Resource REST API are:

Name	Sample REST Resource	Supported Action
Resource Calendars	projectEnterpriseLaborResources/{ResourceId}/child/ ResourceCalendars	GET
Resource Calendar Exceptions	projectEnterpriseLaborResources/{ResourceId}/child/ ResourceCalendars/{CalendarID}/child/CalendarExceptions	GET
Resource Pool Membership	projectEnterpriseLaborResources/{ResourceId}/child/ ResourcePoolMembership	GET

The following example shows how to get a project enterprise labor resource by submitting a GET request on the REST resource.

Example:

fscmRestApi/resources/11.13.18.05/projectEnterpriseLaborResources/00020000000EACED00057708000110F07B475DFF0000000EACED00057708000110F07B475E01

NOTE: The path parameter is a hash key that consists of ResourceId and PoolAssignmentId.

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

• Use the Resource Calendars API to view calendars linked to a resource and staff the resource on a project. The working days and total working hours in a resource calendar determine resource availability.
  • These calendars are only elapsed calendars with single shift single patterns.
  • A resource can use a different calendar than the project plan.

• Use the Calendar Exceptions API  to view exceptions on a calendar. A calendar exception defines holidays or exceptional weekend working days. A calendar could have many exceptions.

• All project enterprise labor resources who have their availability and staffing managed in Project Resource Management are members of a resource pool.
  • Resources can belong to only one pool on any given date.
  • The pool membership From Date and To Date indicates the period that a resource is a member of a resource pool. Pool membership dates for a resource are within the From Date and To Date on the resource definition.
  • Pool membership dates for a resource are contiguous and don't overlap.

Key Resources

• Related Help: REST API for Oracle Project Portfolio 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)

• Privilege Name and Code:
  • PJT_MANAGE_PROJECT_ENTERPRISE_RESOURCE_SERVICE_PRIV

Workflow for Project Management

Project Costing

Project Cost Adjustment Approval Workflow

Manage project cost adjustment approvals using the Project Cost Adjustment Approval human task. Configure approval rules for adjustments, such as split or transfer of project costs, and route notifications to the relevant approvers. Project application administrators can configure this workflow to support both single and multi-record cost adjustments.

In the Condition Browser window, the following new folders are available:

• AdjustmentApprovalSourceTransactionInfo: This includes the attributes of the project costs that are being adjusted. These attributes are valid for both single and multi-record cost adjustments.

• AdjustmentApprovalTargetInfo: This includes the attributes of the project costs that are created as a result of cost adjustments. For example, the new project costs that are created in case of a transfer or split and transfer adjustment where the new cost can have different values for the project, task, and award attributes.

Payload Attributes for Source Project Cost

Payload Attributes for New Project Cost

Additionally, the following attributes are now available to configure approval rules in the above folders:

• transactionSourceName: Name of the transaction source to which the adjusted project cost belongs.

• documentName: Name of the document to which the adjusted project cost belongs.

• documentEntryName: Name of the document entry to which the adjusted project cost belongs.

• businessUnitName: Name of the expenditure business unit for the adjusted project cost.

• expenditureComment: Comment on the adjusted project cost.

• projectName: Name of the project to which the adjusted project cost belongs. In the AdjustmentApprovalTargetInfo folder, this attribute is the name of the project to which the project cost is being transferred.

• taskName: Name of the task to which the adjusted project cost belongs. In the AdjustmentApprovalTargetInfo folder, this attribute is the name of the task to which the project cost is being transferred.

• contractName: Name of the contract associated with the adjusted project cost. In the AdjustmentApprovalTargetInfo folder, this attribute is the name of the contract to which the project cost is being transferred.

• fundingSourceName: Name of the funding source associated with the adjusted project cost. In the AdjustmentApprovalTargetInfo folder, this attribute is the name of the funding source to which the project cost is being transferred.

• personName: Name of the person on the adjusted project cost.

• personType: Indicates the person type of the person on the adjusted project cost. Valid values are Employee and Contingent Worker.

• personTypeCode: Code that indicates the person type of the person on the adjusted project cost. Valid values are EMP and CWK.

• personJobId: Identifier of the job that's assigned to the person on the adjusted project cost.

• personJobName: Name of the job that's assigned to the person on the adjusted project cost.

• nonLaborResourceName: Name of the nonlabor resource on the adjusted project cost.

• nonLaborResourceId: Identifier of the nonlabor resource on the adjusted project cost.

• nonLaborOrganizationName: Name of the organization to which the nonlabor resource on the adjusted project cost belongs.

• nonLaborResourceOrgId: Identifier of the organization to which the nonlabor resource on the adjusted project cost belongs.

• unitOfMeasureName: Indicates the unit of measure associated with the quantity on the adjusted project cost.

• unitOfMeasureCode: Code that indicates the unit of measure associated with the quantity on the adjusted project cost.

• billableStatusCode: Code that indicates the billable status of the adjusted project cost. Valid values are Y and N.

• capitalizableStatusCode: Code that indicates the capitalizable status of the adjusted project cost. Valid values are Y and N.

• batchName: Name of the project expenditure batch to which the adjusted project cost belongs.

• projectUnitName: Name of the project unit to which the project on the adjusted project cost belongs. In the AdjustmentApprovalTargetInfo folder, this attribute is the name of the project unit to which the project that the project cost is being transferred to belongs.

• invoicedStatusCode: Code that indicates the billing status of the adjusted project cost. Valid values are F (for fully invoiced), P (for partially invoiced), A (for pending invoice adjustment), and U (for uninvoiced).

• revenueStatusCode: Code that indicates the revenue recognition status of the adjusted project cost. Valid values are F (for fully recognized), P (for partially recognized), A (for pending revenue adjustment), and U (for unrecognized).

• expenditureTypeClassName: Name of the expenditure type class to which the adjusted project cost belongs. Valid values are Inventory, Supplier Invoices, Expense Reports, Burden Transaction, Miscellaneous Transaction, Overtime, Straight Time, Usages, and Work-in-Process.

• expenditureCategoryName: Name of the expenditure category to which the adjusted project cost belongs.

This feature provides the benefit of being able to configure cost adjustment workflow approval rules more accurately to meet business requirements.

Steps to Enable

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

Role Information

To use this feature, you need the following role:

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

Project Foundation

Attachments in Project Status Change Approval Workflow

Attach documents, links, and text to the project status change approval workflow for approvers to review. Project administrators can optionally include attachments for the project to the approval workflow while making a project status change.

The option to include attachments appears on the Change Project Status window when you change the project status to one that's enabled for workflow. Enabling this option attaches all the project attachments to the project status change approval workflow.

Change Project Status Window

The attachments in the project status approval workflow can be viewed by approvers in the Approval History section of the approval notification report.

Project Status Change Approval Notification Report

Alternatively, the attachments can also be viewed in the Manage Attachments window of the approval notification report by clicking Actions > Add Attachment.

Manage Attachments Window in the Project Status Change Approval Notification Report

This feature provides the benefit of being able to meet legal or operational compliance by sharing documents with project status change workflow approvers that can be audited later if required.

Watch a Demo

Steps to Enable

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

Tips And Considerations

• Attach text, files, or URLs to a project from the Attachments section of the Manage Financial Project Settings page.

• You can add, delete, or update the project attachments at any time, even though they are included in the project status change approval workflows that are pending with approvers.

• Enable the feature Manage Project Status Changes for Nonfinancial Projects using Workflow under the Project Execution Management offering in the Setup and Maintenance work area to set the project to a workflow enabled status from the Manage Project Details page.

Key Resources

• Watch the Attachments in Project Status Change Approval Workflow Demo.
• See the Project Status Change Workflow section in the Implementing Project Financial Management and Grants Management guide.

Role Information

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

• Privilege Name and Code:
  • View Project Definition Basic Information (PJF_VIEW_PROJECT_DEFINITION_PRIV)

• Duty Role Name and Code:
  • Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT)

• Job Role Name and Code:
  • 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)

Oracle Project Management

Grants Management

Additional Billing Attributes While Updating Contract for Award

Grants Administrators can provide the contract and billing attributes such as Transaction Type, Generated Invoice Status, and Bill Set Number when defining the award, saving them the need to amend the contract.

They can also provide the Bill-to Site, Bill-to Contact, and Ship-to Site when creating the award.

These new billing attributes are available in all award creation methods from the user interface, REST and file-based data import (FBDI). Default values can be setup in the Default Billing Attributes section of the Manage Grants Management Business Unit Implementation Options setup task. 

The screenshots below illustrate the fields in award creation and the business unit implementation options task:

Update and Submit Contract from Review Award

Manage Grants Management Business Unit Implementation Options

The additional attributes being available at the time of award creation increases the efficiency of setting up awards by eliminating the additional step of amending and resubmitting contracts.

Steps to Enable

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

Tips And Considerations

• Leverage the Grants Management Business Unit Implementation Options to set the default for these new attributes to the most common values used to streamline award creation.

• Download the latest Import Awards file-based data import XLSM template for use with the additional attributes.

Key Resources

Related Help:

• Overview of Grants Management Configuration topic in the Implementing Project Financial Management and Grants Management guide
• Award Management chapter in the Using Grants Management guide

Role Information

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

• Privilege
  • Create Award

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

Award Budget Period Date Updates

Update dates of the award, including award budget period dates, to ensure compliance with federal regulations when you receive modifications from sponsors. Advance or postpone the start date or the end date of the award to update the control budget and contract and ensure cost control.

Use the new Edit Budget Periods window from the Financials tab of the Edit Award Details page to update the start date, end date, preaward date, close date or dates of the budget period.

• Updating the start date or end date updates the start date of first budget period and end date of the last budget period, and vice versa.

• Updating the start date or end date initiates an update of the start date and end date of the contract.

• You must provide an amendment effective date if the contract is in Active or Expired status and the amendment effective date must be within the start date and end date.

Edit Award Details - Financial Tab - Edit Budget Periods

When submitting date changes, validations are performed that existing transactions remain within the revised date and period boundaries. Once confirmed, the following updates are performed:

• Contract is updated with the new start date or end date
• Any current working version of the budget is updated with the new dates
• Control budget is updated with the new dates and period information

A processing icon is shown to indicate that the date updates are in progress and a refresh icon is provided to refresh the page once the process completes.

Budget Period - Processing Icon and Refresh Icon

The below screenshot shows that the start date of the award is postponed to 4/1/21 as per sponsor instruction and to accommodate any costs prior to 4/1/21, the sponsor has allowed preaward spending, hence preaward date of 1/1/21 is provided. In this case, the contract was amended to change the start date to 4/1/21 and is submitted for approval.

Edit Award Details - Updated Preaward Date and Start Date

The control budget period information in Budgetary Control is updated with the changes, if any. In this case since the start date of the control budget period was already 1/1/21, hence you do not see any change.

NOTE: To view control budgets or control budget period statuses, you must be assigned to the control budget. Only project managers can access control budgets or control budget period statuses by default.

Budgetary Control - Edit Budget Period Statuses

You can add amounts for the changed dates, if needed, separately and set the budget to baseline such that the amounts are sent to Budgetary Control. Also, you must run the Update Award Performance Data process to ensure the amounts and dates are updated to view the financial details in the Award Overview page.

If transactions exist and the date updates cannot be processed then an error icon is displayed with the details of the error.

In the below example, the close date of the award is set to 3/3/21 but there is a transaction with either the expenditure item date of 4/1/21 or budget date of 4/1/21.

Edit Budget Period Dates - Errors

The business benefits of the Award Budget Period Date Updates feature are:

• Increased efficiency in managing all key dates of the award in one place, and streamlining the updates to the contract and the control budget from the award page.

• Better conformance to sponsor regulations when there are changes to the award dates.

Watch a Demo

Steps to Enable

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

Tips And Considerations

• Transactions will be always allowed after the award end date until the close date, if close date is available.

• You can prepone start date or preaward date and extend end date or close date, without any restrictions.

• You can postpone start date or preaward date and prepone end date or close date only if transactions remain within the revised date and period boundaries.
  • Similarly, budget period dates can be updated, deleted or added if no transactions fall out of the budget period.
  • Transactions considered are:
    • If using Budgetary Controls, any transaction for the award and project for which funds are reserved where the budget date is within the award dates.
    • Any cost transactions where the expenditure item date is within the award dates.
    • Any unprocessed transaction where the expenditure item date is within the award dates.
    • Any commitment transaction not yet approved where the expenditure item date is within the award dates. 

• Changes to contract start date and end date must be initiated from the Award page for award contracts.
  • When updating the start date and end date of the contract in Manage Contracts page, a validation ensures that the start date is same as the start date of the first budget period and the end date is the same as the end date of the last budget period.

• Contract is updated automatically only if one child exists – such as one contract line, one sales credit and the default billing controls. If more than one line exists then user must update the dates manually on the contract and sub entities.

• Contract dates are updated from Award page only when contract status is in Draft, Active, Under Amendment or Expired.

• Changes to project dates and task dates must be done separately, as there could be multiple projects for an award.

• The budget period name can be changed if there is no budget for the period.

• Update budget amounts in the Manage Project Budget page and set the budget to baseline to send the budget amount to control budget.

• A warning is displayed as shown below when the following conditions arise. Open the Edit Budget Periods window, edit the dates, if any and submit to update the dates on the contract or control budget.
  • When the start date and end date of the current version of the contract is not the same as the start date of the first award budget period and the end date of the last budget period, respectively.
  • When the dates of the budget period including preaward date and close date is not the same as the control budget dates (using the minimum and maximum of the control budget periods for all the projects of the award.

Edit Budget Periods - Warning Icon

• Award Budget Period REST resource will allow only end date or close date extensions or new period can be added at the end with the start date of the new period being a day after the maximum of the contract end date or close date.

• For awards created prior to R13 (May 2017), only end date or close date can be extended or new period can be added at the end with the start date of the new period being a day after the maximum of the contract end date or close date.

Key Resources

• Watch the Award Dates for Transaction Control and Processing Demo.
• Review the 21C feature Award Close Date for Transaction Processing.
• Update Control Budget Dates with Award Dates for Sponsored Projects in the Defining and Managing Financial Projects guide.

Role Information

• To use this feature, you need these roles:
  • Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
  • Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)
  • Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB)

Award Close Date for Transaction Processing

Specify an award close date to allow costs with a transaction date after the award end date. The award close date allows the team to capture late costs or make adjustments until the close date as work wraps up on the award.

The below award ended on 12/31/20 and the close date is 4/15/21.

Edit Award Details - Contract End Date and Close Date

Project cost is entered and reserved on 4/1/21, which is after the award end date but within the close date. Transactions after the award end date are recorded in the last budget period, Year 5 in this example.

To control costs after the award end date, when budgetary control is enabled for the project, you must submit the date updates from the award page. The date update process updates the close date as the end date of the last budget period of the control budget in Budgetary Control.

Manage Cost Distributions

Invoice is generated for cost and event created after the award end date.

Edit Invoice - Cost Transactions

Edit Invoice - Events

Revenue is generated for cost and events after the award end date.

Manage Revenue Distributions - Costs and Events

Benefits of adding award close date for transaction processing:

• Better control in managing late costs and cost transfers
• Enforces compliance with sponsor regulations and audit requirement

Watch a Demo

Steps to Enable

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

Tips And Considerations

• If you do not want to transact after the award end date you must ensure there is no close date for the award. Update the close date to NULL and submit the date changes so that the control budget periods are updated, if budgetary control is enabled for the projects associated to the award.

• You must extend the project and task dates manually so that it includes the close date.

• If budgetary control is enabled for the project, then you must submit the date updates from the award to send the close date to the control budget periods.

Key Resources

• Watch the Award Dates for Transaction Control and Processing Demo.

Related Help:

• Review the 21C feature Award Budget Period Date Updates.
• Grants Manage Configuration in the Overview of Implementing Project Financial Management and Grants Management guide.
• Edit an Award topic in the Using Grants Management guide.
• Can I add costs after an award end date? topic in the Using Grants Management guide.

Role Information

To use this feature, you need these roles:

• Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
• Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)
• Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB)
• Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)
• Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)

Project Billing

Advanced Item Billing Using Billing Events

Create item-based invoices for item-based billing events associated to free-form contract lines. Import, create, and update item-related attributes on billing events using Invoices Work area, FBDI or REST APIs and generate invoices which reflects the item and quantity captured on the events. Add item-related attributes on billing event subject areas in OTBI.

In release 21B, the feature Item Billing for Item Contract Lines allows for creating item-based event for item-based contract lines.  This functionality is also now available for free-form contract lines.

ITEM-BASED BILLING FLOW

Follow these steps to create item and quantity based invoices:

1. Set up Event types, Invoice Formats and Contract to allow item based transactions
2. Create item based events and capture item and its attributes
3. Generate invoice and transfer it to Receivables

Solution Details

1. Set up Event types, Invoice Formats and Contract to allow item based transactions

The setup details are given in the section Steps to Enable for this feature.

2. Create item-based events

You can create the item-based events in the following ways:

1. From Create Event page in the Invoices Work Area or Revenue Work Area.
2. Using Billing Events REST API
3. Using Project Billing Events file-based data import (FBDI)

You can create item based events for any contract line. Select an event type which allows items and enable the Item Based Event flag on the event. If the contract line associated to the event has item on it, then Item, UOM and Unit Price are defaulted from the contract line and you can update them. If the contract line doesn't have an item on it then you can enter it on the event. Item entered on the event is validated against the item master organization associated to the contract. For item-based events, Bill Transaction Currency is defaulted to contract currency and it can't be changed. 

.

The following information is validated during event creation:

• Item Master organization on the contract is same as defined in Accounts Receivables configuration
• Item and UOM code combination is valid
• Item selected is enabled for invoicing.

3. Generate Invoice

To have item, UOM, unit price and quantity reflect on the invoice line, the invoice formats associated to the contract line must have item or item description selected in the grouping. The Generate Invoices process then selects the events and groups them by items. Item and its attributes are reflected on the invoice line.

4. Project Contract Invoice

From Manage Invoices page, you can open an invoice and view the invoice line and invoice distribution line details with the item attributes.

Following item attributes are hidden by default and can be included in the table using the View menu:

• Item
• Item Description
• Quantity
• UOM
• Unit Price

5. Transfer the invoice to Receivables

Once the invoice is approved and released, the Transfer Invoice Details to Receivables process transfers the invoice to Receivables. Item related attributes are transferred as part of the invoice transfer to Receivables.

6. Accounts Receivables Invoice

View the Receivables invoice with the new item attributes on the invoice in Receivables.

Item-Based billing feature in this release is an extension to Item-Based billing feature in 21B.  Following are the highlights from 21B which are applicable for this release as well:

• You can continue to create item-based events for item-based contract lines.

• You can view item attributes for events that are item-based in the Manage Events Search Results region. The item based attributes are hidden by default and can be included using the View menu.

• If a concession or write-off is given on a released invoice line which is item based, the concession/write-off is given as amount based concession. The quantity is not reflected on the concession line.

• Change in quantity on the event results in credit memos and the quantity change is reflected on the credit and standard invoice.

• When an invoice (having amount based and/or item based lines) is cancelled, the entire invoice is cancelled. A new credit invoice is generated with the exact amount and quantity as the original invoice with negative sign.

• Partial Invoicing is not supported for item based events. If funds are not enough on the contract line for the event, the event is not selected for invoicing.

OTBI REPORTS

Item and its attributes have been added to the following subject areas:

SUBJECT AREA	Folder	Column Names
Project Billing - Event Real Time	Event Details	UOM Code
		UOM Name
		Item Based Event
		Inventory Item Id
		Item Number
		Unit Price
	Billing Event Measures	Quantity
		Revenue Quantity
		Invoiced Quantity
	Item	Item Organization
		Item Class Name
		Item Description
		Item Invoiceable Item
		Item Master Organization
		Item Name
		Item Primary Unit of Measure
		List Price
		Unit Of Measure
Project Billing - Invoices Real Time	Event Details	Exactly same as Event Details in Project Billing - Event Real Time subject area
	Invoice Details	UOM Code
		UOM Name
		Inventory Item ID
		Item Name
		Item Description
		Unit Price in Invoice Currency
	Invoice Line Transaction Measures	Invoiced Quantity
	Item	Exactly same as Item in Project Billing - Event Real Time subject area
Project Billing - Revenue Real Time	Event Details	Exactly same as Event Details in Project Billing - Event Real Time subject area
	Revenue Details	UOM Code
		UOM Name
		Inventory Item ID
		Item Name
		Item Description
		Unit Price in Revenue Currency

The business benefits for this feature are :

• Simplify the billing process as customers can bill by quantity with item-based billing events.
• Provide more meaningful invoices as details about item, quantity, unit price and unit of measure are captured accurately.
• More accurate invoices details means getting paid faster for free-form and item-based contracts. 
• Avoid implementing costly error-prone workarounds to meet customer invoicing requirements.

Steps to Enable

The setup steps are the same as what was introduced in 21B for Item Billing for Item Contract Lines feature. The details are repeated here.

SETUP STEP DETAILS

1. Create Events Types which allow item based event

Check Allow Item checkbox on Manage Event Types setup page for event types that should allow creation of item-based events.

Checking this checkbox enables you to create item-based events for this event type. It does not mandate all events to be item-based. Once item-based events are generated for event types with Allow Item flag checked, users cannot uncheck the Allow item flag.

2. Create event invoice formats with grouping including item

Select one of the following grouping options for the Event format type:

• Contract Line, All
• Contract Line, Contract Line Project/Task, Event Number
• Contract Line, Event Type

Select Item or Item Description in the grouping fields to group events by contract line and item. Contract line as a grouping option is added implicitly.

If you select the grouping options given below and select to group by item, ensure you also select contract line as it's not implicitly added.

• All
• Contract Line Project/Task, Event Number

NOTE: Grouping by Item or Item Description implicitly groups events by item's UOM and the unit price

3. Associate item-based invoice format to contract's bill plan

To group events by item, associate invoice formats which include item grouping to the bill plan associated to the contract.

Tips And Considerations

• Item and it's attributes cannot be changed on processed billing events.

• Events REST and FBDI upload supports item based billing event creation. Events SOAP service doesn't support it.

• Change in unit price on the contract will not change the unit price on created events.

• Item based events are not supported for intercompany and interproject contracts.

• Manual invoicing does not support item related attributes.

• Adjustments on multiple events via the Manage Events page is not supported for item based events.

• Soft and hard limit controls are applied on amount basis only, not quantity basis.  The quantity entered on the event is not verified or checked against the item quantity on the contract line.

Key Resources

• 21B What's new for Item Billing : Item Billing for Item Contract Lines

Role Information

• Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST)
• Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
• Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)

Editing of Event on a Deleted Invoice

Billing Specialists can update a billing event that was previously included on a subsequently deleted draft invoice. The deletion of the draft invoice deletes the billing transaction and resets the billing event to Uninvoiced. It is like the billing event was never processed.

This feature allows you to achieve better productivity by simplifying working with billing events. For example, Billing Specialists can simply change the completion date on the billing event, if the only problem was that the event was invoiced too soon. The next time Generate Invoice is run with a date range that contains the new completion date, the billing event will be invoiced.

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:

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

Inclusion of Billing Events with No Project Data in Invoice and Revenue OTBI Subject Areas

Include and display billing events without project data in ad-hoc analysis using the Project Billing real time subject areas in OTBI. This includes the Project Billing - Invoices Real Time and Project Billing - Revenue Real Time subject areas.

This feature provides more complete analysis of billing events. All invoice-applicable billing events, regardless of whether they have project, are displayed and included in invoice totals. All revenue-applicable billing events, regardless of whether they have project, are displayed and included in revenue totals.

Steps to Enable

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

Role Information

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

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

Invoice Comment Update by Project Manager on Manage Project Invoices Page

Enter or update the invoice comment on the Manage Project Invoices page. Project managers can change the text that is transferred to receivables for potential display on the invoice published to the customer. In the list view on the Manage Project Invoices page, click the Invoice Comment to add a comment as in the screenshot below.

List View on Manage Project Invoices Page

In the Table view on the Manage Project Invoices page, click the Invoice Comment to add a comment as in the screenshot below.

Table View on Manage Project Invoices Page

Project managers can enter or update the invoice comments while the invoice is Awaiting Approval prior to approving or rejecting.

Edit Comment Popup

Project managers can view comments on invoices that have been Approved (Paid or Unpaid) or Rejected.

View Comment Popup

This feature allows project managers to enter comments providing further explanation or justification of the charges included on the invoice which will be passed on to Accounts Receivable and ultimately included on the customers statement for review.

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:

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

Project Control

Budget and Forecast Planning in a Single Currency for Multi-Currency Financial Plan Types

Create a budget or forecast resource assignment in a single currency when the financial plan type is enabled to plan in multiple currencies. As the project incurs costs in multiple currencies, the costs convert to the planned currency and associate to the forecast resource assignment.

Budget - Financial Plan Type

Forecast - Financial Plan Type

This feature provides you the flexibility to control adding planning resources in a single currency to the same task in your project.

Steps to Enable

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

Tips And Considerations

When the financial plan type allows transactions in multiple currencies and this option is enabled, you can’t add resources in different currencies to the same task. For example, if a forecast line with resource and task combination is created in USD and an actual project cost for the same resource and task combination is received in EUR, then instead of creating a forecast line in EUR, the project cost is associated with the existing line that’s planned in USD.

Key Resources

• Related Help: Create Financial Plan Types in the Getting Started with Your PPM Implementation guide

Role Information

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

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

Control Budget Date Updates for Budgetary Control Enabled Projects

Control costs when the project manager advances the project start date forward or extends the project completion date. For the start date, the control budget dates become the earliest of the project start date, task start date, or budget line start date. Similarly, when the finish date changes, the control budget dates becomes the latest of the project completion date, task end date, or budget line end date.

For example, a non-sponsored project PLU-5000 starts on 4/1/21 and ends on 12/31/21. 

Manage Financial Project Settings - Project Start Date and Project Finish Date

On setting the budget to baseline, the periods for the control budgets in Budgetary Control cover the project duration. The earliest and latest budget line dates or task dates or project dates make up the control budget period duration in Budgetary Control.

NOTE: To view control budgets or control budget period statuses, you must be assigned to the control budget. Only project managers can access control budgets or control budget period statuses by default.

Edit Budget Period Statuses - Project Control Budget Dates

You get a notice from executive management to change the project start date to 3/1/21 and also extend the project finish date to 2/28/22.

Manage Financial Project Settings - Changed Project Start Date and Project Finish Date

You can edit the budget amounts and set the budget to baseline. On baseline, the new dates of the project are sent to Budgetary Control.

Edit Budget Period Statuses - Changed Project Control Budget Dates

Now, costs can be recorded and controlled for the changed project duration.

The business benefit of updating the control budget dates with the project, task, or budget line dates is it allows the team to control costs effectively.

Steps to Enable

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

Tips And Considerations

For cost control, the control budget duration is the earliest and latest of the budget line dates, task dates, or project dates.

Key Resources

• Update Control Budget Dates with Project, Task, or Budget Line Dates for Nonsponsored Projects in the Defining and Managing Financial Projects guide
• Considerations for Creating Control Budgets in the Defining and Managing Financial Projects guide

Role Information

To use this feature, you need these roles:

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

Financial Resource Planning Directly At Task Level

Plan efficiently when specifying amounts at the task level. Eliminate the need to explicitly add a Financial Resource assignment to each task.

Simply enter an amount in Planned in Project Currency (for Raw Cost) to plan a financial resource on the task.

Effortlessly plan for financial resources by specifying amounts at the task level directly instead of invoking the Manage Resources or the Assign Resources dialog box to select and assign a resource.

Watch a Demo

Steps to Enable

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

Tips And Considerations

• This mirrors the existing capability of entering Planned effort to directly add Labor to a task.
• Specifying both effort and amounts for a task creates a labor resource with rate over-ride.

Key Resources

• Watch the Financial Resource Planning Directly at Task Level Demo.

Related Help:

• Overview of Managing Resources in Financial and Planning Projects in the Defining and Managing Financial Projects guide
• Can I add a financial resource directly at the task level in the Defining and Managing Financial Projects guide

Role Information

To use this feature, you need these roles:

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

Inventory Item: Expenditure Type Resource Format Available in Planning Resource Breakdown Structures

Include the Inventory Item: Expenditure Type resource format in the planning resource breakdown structure even if the Expenditure Type resource format is already included. Project application administrators can enable the Expenditure Type and Inventory Item: Expenditure Type resource formats using the Manage Planning and Billing Resource Breakdown Structures setup task for both new and existing planning resource breakdown structures.

Planning Resource Breakdown Structure: Select Resource Formats

After adding the resource formats, project application administrators (and project managers and administrators for planning resource breakdown structures that allow changes at the project level) can add resources for these resource formats.

Expenditure Type Resource

Inventory Item: Expenditure Type Resource

This feature provides the following business benefits:

• Project administrators and managers can plan for their projects using a combination of inventory item and expenditure type even if they already plan using expenditure type only.

• Project managers and administrators have more flexibility when assigning specific resources, and entering and viewing planning costs in their financial project plans, budgets, and forecasts.

Steps to Enable

Project application administrators must enable the Expenditure Type and Inventory Item: Expenditure Type resource formats in the planning resource breakdown structure using the Manage Planning and Billing Resource Breakdown Structures setup task.

Key Resources

• See the How to Use Resource Formats and Resource Classes to Create Planning Resources section in the Implementing Project Financial Management and Grants Management guide.

Role Information

To use this feature, you need the following role:

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

Planning Resource Breakdown Structure Updates for a Project

Maintain resources for a planning resource breakdown structure that allows changes at the project level. Update the planning resource breakdown structure to automatically add resources on incurring actual amounts, modify the resource alias, update the spread curve, or disable a resource that's no longer working on the project.

Navigate to the Planning tab on the Manage Financial Project Settings page to access the resource breakdown structures assigned to the project and select the relevant planning resource breakdown structure to edit it, as shown in the screenshot below.

Manage Financial Project Settings - Planning Tab - Planning Resource Breakdown Structure which Allows Changes at Project Level

The project team gains greater control as they can update the resource breakdown structure on their project to reflect their own financial project planning needs. This applies to resource breakdown structures that allow changes at project level and augments the existing ability to add planning resources to your project. This capability is also available to Project Templates.

Watch a Demo

Steps to Enable

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

Tips And Considerations

• This feature applies to planning resource breakdown structures that allow changes at the project level and impacts both projects and project templates:
  • This feature lets the project manager update the planning resource breakdown structure on their project to allow resources to be added automatically as actual costs are incurred.
  • This feature lets the project manager update the resource name and spread curve, or disable resources on the planning resource breakdown structure assigned to the project.

Key Resources

• Watch the Planning Resource Breakdown Structure Updates for a Project Demo.

Related Help:

• How You Set Up Planning Resource Breakdown Structures in the Implementing Project Financial Management and Grants Management guide.
• More information on Dynamic Resource Addition on Incurring Actuals

Role Information

To use this feature, you need these roles:

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

Rates Refresh for Multiple Financial Project Plans, Budgets, and Forecasts

Refresh rates across a range of projects to ensure that the most accurate and current rates for resources are being used in the planning process. Current working versions of financial project plans, project budgets, project forecasts, and award budgets can be refreshed using a scheduled process.

Refresh Plan Amounts Scheduled Process

Increased efficiency by simplifying the process to refresh rates across a range of projects when rates for resources are modified periodically.

Steps to Enable

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

Tips And Considerations

• Select the 'From Date' to choose the periods from where the rates must be refreshed. The corresponding periods are used based on the calendar used in the financial project plan, budget versions and forecast versions.

• Narrow down the set of projects to be processed for refresh of financial project plans using a specific project plan type.

• Narrow down the set of projects to be processed for refresh of current working budget version or current working forecast version using a specific financial plan type.

• Optionally choose to retain rate overrides.

Key Resources

• Related Help: Process Output Reports in the Creating and Administering Analytics and Reports for PPM guide

Role Information

To use this feature, you need these roles:

• Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
• Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
• Principal Investigator(ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB)
• Grants Administrator(ORA_PJF_GRANTS_ADMINISTRATOR_JOB)

Project Costing

Improved Visibility of Commitments for Project Managers

Track committed costs more closely, accurately report on, and analyze commitments on the Manage Project Costs page. Project managers can view approved and unapproved commitments separately or together with flexibility to meet their reporting needs.

The Cost Breakdown infotile displays the approved and total commitments. On enabling the Approved check box under Commitment Status, the page displays only the approved commitments.

List View of the Manage Project Costs Page

The Approved column in the table view displays the approved status of commitments. A value of Yes indicates that the commitment is approved, and a value of No indicates that the commitment isn't approved.

Table View of the Manage Project Costs Page

This feature expedites project commitment approval by highlighting unapproved commitments, so project managers can easily identify and follow up on them.

Watch a Demo

Steps to Enable

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

Key Resources

• Watch the Improved Visibility of Commitments for Project Managers Demo.

Role Information

To use this feature you need the following role:

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

Navigation from Processed Expenditure Batches to Project Costs

Drill down from project expenditure batches into the project costs that make up the batch. Project and grants accountants can click the batch name of the processed batches on the Manage Expenditure Batches page to view, on the Manage Project Costs page, the project costs that comprise the batch.

Clickable Batch Name on the Manage Expenditure Batches Page

Project Costs for the Batch on the Manage Project Costs Page

This feature provides the ability to quickly review the project costs included in an expenditure batch.

Watch a Demo

Steps to Enable

You must opt in to the feature Review and Approve Expenditure Batches Before Creating Project Costs that was delivered in Update 20B and enable the option to require expenditure batch approval for your documents to use this feature.

Tips And Considerations

• Import costs for a batch by selecting a batch and clicking Import Costs on the Manage Expenditure Batches page.
• To view the updated status of a batch after it's imported, click Refresh in the Search Results section of the Manage Expenditure Batches page.

Key Resources

• Watch the Navigation from Processed Expenditure Batches to Project Costs Demo.

Role Information

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

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

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

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

Project Management

Public Event Generation for Gate Status Changes and Gate Approvals

Generate public events on gate status changes and gate approvals. For example, when a project gate moves from Closed to In review status, use this business event to initiate gate approval activities in Oracle Integration Cloud Service. Alternatively, when a gate goes to open status, you can use that event and Oracle Integration Cloud to send the status to stakeholders. Use the ERP Business Events REST API to enable or disable this business event from update 21C.

The application generates two types of business events that provide PaaS support for advanced workflow capabilities.

1. Gate Status Changes such as a gate going from closed to in review status or from in review to open.
2. Gate Approvals like when a gate approver approves or rejects the gate.

Gate Details Showing Gate Status and Gate Approvals on Task Details

As the gate status or gate approver's status changes, you can orchestrate your business process for additional activities in other applications in the cloud or otherwise.

Gate Status Changes and Gate Approvals Business Events Flow

A combination of application composer, Oracle Integration Cloud (OIC), REST APIs, and these business events can enable you to configure additional approvals and notifications.

Few such business scenarios are listed below:

1. Additional Notifiers: Define a list of notifiers on a gate in addition to the approvers. These notifiers may not be required to approve but get notified when the gate moves status. For example, when a gate opens, the team members or followers on any successor task get notified. Such events help in initiating the dependent activities. Additionally, send notifications to the project managers and executives if the status of a gate changes. 
2. Backward Status: Create a notification anytime a gate moves backward in status, such as from open to in review.
3. External Systems: Initiate activities in a non-Oracle system when gate status changes.

Steps to Enable

1. Use the ERP business events REST API to retrieve the business event and update the business event-enabled indicator. This indicator determines whether to initiate the business event or not.

The following examples show how to retrieve and update the business event record:

ERP Business Events REST API Definition - /fscmRestApi/resources/11.13.18.05/erpBusinessEvents/

• Submit a GET request on the REST resource to retrieve the business event handle.
• Submit a PATCH request on the REST resource to update the enabled indicator: /fscmRestApi/resources/11.13.18.05/erpBusinessEvents/100100120766717

NOTE: The Event ID shown above is only a sample

Example of contents of the request body in JSON format

{

"EnabledFlag": true

}

2. Once you enable the feature, you can subscribe to the event in Oracle Integration Cloud to start your custom flow based on gate status or gate approver status change.

Tips And Considerations

This public event initiates whenever the status for a gate or gate approver changes. For example, when a gate opens or a gate approver approves.

Below is the list of gate status with allowable forward and backward statuses:

Initial Status	Next Forward Status	Next Backward Status
Closed	In Review or Terminated	N/A
In review	Open or Terminated	Closed
Open	N/A	In Review
Terminated	N/A	Closed

Payload Attributes for the event are as follows:

Gate Status Change	Gate Approver Status Change
Task ID Project ID Gate Status Update Source	Approval ID Task ID Project ID Approver Status Last Updated By Last Updated Date

• The public event doesn't initiate when updating gates, like adding or removing gate approvers.
• You can subscribe to the events using Oracle Integration Cloud (OIC) to begin additional steps for completing your business process.

The public event doesn't initiate on the gate creation in closed status or on gate deletion.

Key Resources

Related Help:

• Administering Oracle Integration Cloud guide on Oracle Help Center
• REST API for Oracle Project Portfolio Management Cloud guide on Oracle Help Center.
• What's new for Update 21C: Feature Project Business Events Enablement Using REST API

Role Information

• Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)

Work Item Planning for Items and Product Change Orders Using the New Project Planning User Experience

Plan for Oracle Product Development items and product change orders 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. This capability is available with the feature, Expedite Your Project Planning with a New User Experience.

Business benefits include the ability to associate and plan additional work items on a project task. These added work items include:

• Items from Product Development
• Product change orders from Product Development

WORK ITEM PLANNING FOR ITEMS AND CHANGE ORDER

Prerequisite:

1. Create items in the Product Development work area or allow access to an existing item.
2. Create change orders in the Product Development work area or allow access to the existing change order.

Business Flow

1. Open Task Details and select the Work Items tab.
2. Create a new work item of the type item or change order and set the task completion event.

Item Associations to a Project Task with Task Completion Events

Change Order Associations to a Project Task with Task Completion Events

Steps to Enable

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

Tips And Considerations

WORK ITEMS SUPPORTED WITH NEW PROJECT PLANNING

Object Name	Source
Negotiations	Sourcing
Deliverables	Projects
Items	Product Development
Change Orders	Product Development

• Access work items 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 a 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.

• The revision column is applicable only for items.

• Search on item and change order name requires typing ahead at least three characters.

Access to Items

• Viewing the items requires defining data security for items. If the Public check box is checked on an item class, then data security setup isn't required.
• Define the data security at the root item class level for the person or groups.

Unchanged from previous releases:

• Creating work items from the Manage Work Items page.
• Existing work item associations with negotiations and deliverables.

Not in scope for the current release:

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

• 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:

• Project Plan Tasks and Schedule chapter in the Using Project Execution Management guide.
• Set Up Data Security for Item Classes chapter in the Implementing Product Management guide.
• What's new for Update 20A: Expedite Your Project Planning With a New User Experience.
• What's new for Update 20C: Work Item Planning For Negotiations and Project Deliverables Using The New Project Planning User Experience.

Role Information

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

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

Project Resource Management

Expanded View of Resource Details

Resource managers can view all nominations for an individual resource besides their total assigned and display range hours for resource utilization on Manage Resource Details. View resource nominations in different statuses, including any rejections and potential reasons.

The advantages are better visibility and convenience for viewing resource nominations, assignments, and utilization in a single location. Resource managers can search for the resource and see the request and assignment details, including events like PTO and training. They can also see all resource nominations and status on different projects, including the resource rejections and the reason for each rejection. This capability helps the resource manager to make informed decisions on managing the resource staffing.

UTILIZATION DETAILS

• View Total Available Hours and Display Range Hours on the Resource Details.
• Change the Display Range Dates to view data for the current week, following two, four, eight, or thirteen weeks.

Resource Details - General Tab

PROJECT REQUESTS

• Resource Managers have greater visibility to all resource requests on different projects where the resource is nominated. 

• Resource status on the request provides insight into potential assignments. For example, if the resource is nominated by the resource manager, whether the project manager has requested for resource assignment or rejected the resource. This insight helps the resource manager decide the next course of action, like approving the assignment request or redirecting the resource to another project.

• Seeing the rejection reasons give the resource manager an idea into the resource status, like the background check pending.

Project Requests on Project Experience tab

PROJECT ASSIGNMENTS AND EVENTS

• View resource events like PTO and Trainings in addition to the resource assignments.
• See additional details like Assignment Status, Assignment Type, and Total Assigned Hours.

Resource Assignments on Project Experience tab

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 22A

Tips And Considerations

• Change the Display Range Dates on the General tab on Resource Details to view utilization data for different periods.
• Project requests are shown on the Project Experience tab on Resource Details as a new sub tab.
• Use the filter on Project Assignments to view current or completed assignments. This section now additionally shows resource events.
• Assignments and Requests can be filtered using Query By Example and Export to Excel to better manage the data.

Key Resources

Related Help:

• Can I view all nominations for an individual resource across projects in the Using Project Execution Management guide

Role Information

To use this feature you need this privilege or role:

• Resource Manager (ORA_PJF_RESOURCE_MANAGER_JOB)

Project Resource Replacement Requests by Project Manager

Project Managers can request a replacement for a resource that is confirmed or reserved on their project. In some cases the project manager knows the resource they want for the replacement. In other cases, the project manager needs suggestions by the resource manager for a resource that is qualified and available. The resource manager can approve the requested replacement resource or nominate resources. Project managers with approval privileges can directly replace a resource without further approvals by a resource manager.

Replace Resource Action Available for Confirmed or Reserved Resources

Replace Resource Dialog

Resource Pending Replacement as Resource Manager Determines Replacement Resource or Approves Requested Replacement

Project managers have greater flexibility to accommodate staffing changes as they can initiate requests to replace already assigned resources after planning and task assignments have been determined. This may often happen in early planning stages when resources have been assigned to tasks but are no longer available to work on the upcoming project work. It is also possible that there is a change in qualifications needed to do the work and the current assigned resource is no longer qualified. In these cases, a project manager can request a replacement resource for the role. Once approved, that person will now be assigned to all the tasks of the original 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 22A

Tips And Considerations

• Requesting a resource replacement is available for reserved and confirmed resources

• A new request type, "Replace Resource" is used to specifically track resource replacement requests
  • "Replace Resource" requests are only created via Replace Resource - Submit Request action from Manage Project Resources in the Project Management Work area

• Project managers with the privilege PJT_ASSIGN_PROJECT_RESOURCE_TO_PROJECT_PRIV can directly replace a confirmed or reserved resource without Resource Manager approval with the Replace Resource action.

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)

Resource Manager Dashboard Personalization Improvements

Personalize the Resource Manager dashboard to select the default tab and resource pool so that the dashboard always shows information most applicable to the individual resource manager. Set the user preferences to choose the default resource pool and the landing page option for defaulting the dashboard view.

Business benefits include:

• Provides easy configuration settings for tailoring your navigation preferences to the dashboard.
• Sets default pool to view the requests, assignments, and utilization details on the dashboard for the resources in the context of the selected pool, thereby saving time and increasing efficiency in viewing data that meets your specific needs.

Preferences to Set the Resource Management Dashboard Landing Page and the Default Pool

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 22A

Tips And Considerations

• Choose the Set Preferences option on the Settings and Actions menu to select your preference. To view the Settings and Actions menu, click the down arrow next to your user name in the upper right corner of the Home screen.
  • Under Project Portfolio Management Cloud, select Projects and Grants Management Preferences.
  • Set the landing page and default pool for the dashboard under the Project Resource Management section.

• The Reset to Default button on the page undoes any changes users made since the last save and restores default preferences.

• The default option for the landing page is Resource Pool Hierarchy.

• With the Secure Resources in Project Resource Pools option checked on the Project Resource Management Implementation Options page, the default pool list shows only pools you manage.
  • The default option for the pool is Inactive Resource Pool Memberships when resources are secured and All Resources otherwise.

Key Resources

Related Help:

• How do I set my preferences in the Resource Manage Dashboard in the Using Project Execution Management guide

Role Information

To use this feature you need this privilege or role:

• Resource Manager (ORA_PJF_RESOURCE_MANAGER_JOB)

Resource Pool Owners and Managers As Eligible Staffing Owners

Ensure that a project resource request's staffing owner is a pool owner or pool manager. Project resource requests are routed to staffing owners who have authority to search for and nominate resources to the project manager. Presenting a targeted list of pool owners and pool managers from which a project manager can select as the staffing owner provides assurance the requests are routed to the right people.

Resource Pool Owners and Managers

Resource Request Staffing Owner List Targeted to Pool Owners and Pool Managers

When creating a project resource request, choosing the staffing owner from a list that is limited to pool owners and pool managers ensures that the request is sent to a recipient that can fulfill the request.

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 22A

After you opt-in to this feature, if you have not already done so, establish pool owners and, optionally, pool managers for your pool hierarchy. You define pool owners and pool managers, for your resource pools in Setup and Maintenance, Manage Resource Pools page.

Edit a Resource Pool to Add Pool Owners and Managers

After you have established pool owners and pool managers for your pools, enable the option "Allow only pool owners and pool managers as staffing owners" in Setup and Maintenance,  Project Resource Management Implementation Options task to limit the staffing owner list to just those pool owners and pool managers.

Project Resource Management Implementation Options

Tips And Considerations

• Enable the option "Allow only pool owners and pool managers as staffing owners" in Project Resource Management Implementation Options only after you have defined pool owners and pool managers.
  • Pool managers are not required to be defined. You can just define pool owners in your pools to use this feature. 

• When assigning a resource to the Staffing Owner role on a project, only those resources that are defined as pool owners or pool managers can be assigned to this role.

• If you established a Staffing Owner for a project or a project resource request prior to enabling this feature and that person is not a pool owner or pool manager, they can remain as staffing owner. You will not be required to change the staffing owner in those cases.

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 Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB) - for defining Pool owners/managers