1. Document History
  1. Update 18C
  1. Revision History
  2. Overview
  3. Optional Uptake of New Features (Opt In)
  4. Feature Summary
  5. Common Technology and User Experience
    1. REST APIs for Oracle PPM Cloud
      1. Project Foundation
        1. Delete Project Customers Using a REST Service
        2. Delete Project Team Members Using a REST Service
        3. Manage Additional Project Attributes and Resources Using a REST Service
        4. Manage Project Classifications Using a REST Service
        5. View Expenditure Types Using a REST Service
      3. Project Control
        1. Manage Project and Award Budgets Using a REST Service
      5. Project Costing
        1. Manage Project Assets Using a REST Service
        2. Manage Transaction Controls Using a REST Service
        3. Manage Project Commitments Using a REST Service
      7. Project Billing
        1. Manage Billing Events Using a REST Service
        2. View Project Contract Invoices Using a REST Service
        3. View Project Contract Revenue Using a REST Service
      9. Project Performance Reporting
        1. View Project Performance Using a REST Service
        2. View Resource Performance Using a REST Service
        3. View Task Performance Using a REST Service
      11. Grants Management
        1. Manage Grants Personnel Using a REST Service
      13. Project Management
        1. Add Tasks to Projects with a Work Plan Template Using the Project Plan REST Service
        2. Create and Read Project Enterprise Resources Using a REST Service
        3. Manage Deliverables Using a REST Service
        4. Update and Delete Change Orders Using a REST Service
        5. View Project Plan Data Using a REST Service
  7. Oracle PPM Cloud
    1. Project Foundation
        1. Create Planning Resource Breakdown Structure Using File Based Data Import
        2. View the Root Cause Message of a Period Close Exception
        3. Drill Down to Project Details from a Real-Time Analysis
        4. Configure Financial Project Pages Based on Business Requirements
        5. Generate Invoice and Revenue Based on Rates Defined for Project and Task
        6. Calculate Cost Based on Rates Defined for Project and Task
    2. Project Control
        1. Manage Financial Project Plan Using a SOAP Service
        2. Automatically Defer Financial Plan Creation
        3. Drill Down to Budgets, Forecasts, and Progress from a Real-Time Analysis
        4. Generate Public Events on Change in Financial Project Plan
        5. Generate Public Events When Publishing Financial Project Progress
    3. Project Costing
        1. View Project Cost Comments in Real-Time Analyses
        2. Manage Project Assets Using File-Based Data Import
    4. Project Billing
        1. Improved Usability for Invoice Overview Page
        2. Parallel Invoice Generation
        3. Perform Project Contract Revenue Accounting in Revenue Management
        4. Delete Associated Projects for Unprocessed Contract Lines
        5. Support Partner Tax Integration for Project Contract Invoices
        6. Ensure Invoice Dates Are in Chronological Order
        7. Use Receipt Amount for Billing
        8. Transfer Performance Obligation Identifier to Receivables
        9. Import Internal Contract Lines Using File-Based Data Import
        10. Schedule Generate Revenue Process
    5. Project Performance Reporting
        1. Access Project Performance Dashboard Using Custom Roles
        2. View Project Performance Reporting Data Using Project Calendar in Real-Time Analyses
    6. Grants Management
        1. Access Awards by Award Organization Hierarchy
        2. Fund Award and Award Project in a Different Currency than Ledger Currency
        3. Warn Users When Supplement Funding is Added Instead of Base Funding
        4. View Billing Information on the Review Award Page
    7. Project Management
        1. Designate New Tasks as Automatically Scheduled Tasks
        2. Enhance Project Manager Experience to Directly Plan for HCM Resources
        3. Manage Custom Objects Using Application Composer
        4. Manage Project Status Changes for Nonfinancial Projects Using Workflow
        5. Specify a Default Project Starting Status in Project Execution Management
        6. Allow Project Managers to Associate the Project to a Project Hierarchy Element
        7. Report on Gate Approvers in Oracle Transactional Business Intelligence (OTBI)
        8. Secure the Ability to Create Projects
        9. Track Actual and Remaining Expense Amounts Separately from Planned Expense Amounts
        10. Manage Gate Approvers in Work Plan Templates
    8. Project Resource Management
        1. Nominate and Review Resources
    9. Task Management
        1. Oracle PPM Cloud Mobile Innovation
        2. Control Progress Reporting by Project Team Members Based on Project Status
        3. Display Project-Level Information in the View-Only Project Plan
        4. Display Deliverables in the View-Only Project Plan
        5. Provide Access to View-Only Project Plans for Participants of the Project Hierarchy
  1. Update 18B
  1. Revision History
  2. Overview
  3. Optional Uptake of New Features (Opt In)
  4. Feature Summary
    1. Project Foundation
        1. Leverage New Project Contextual Action
        2. Quickly Access Another Project from Anywhere in Project Financial Management Work Area
        3. Review Project Period Close Exceptions in an Analysis
        4. Allow Negative Burden Multipliers
        5. Use the Project Customer Dimension with the Projects - Cross Subject Area Analysis - Real Time Subject Area
        6. Allow Percentage Field in Project Classification Codes to Contain Decimals
        7. Save Time Searching for Projects Due to Retained Search Results
        8. Enhanced Exception Handling for Projects Import Using File-Based Data Import
    2. Project Control
        1. Refresh Currency Conversion Rates
        2. Assign Resource at Line Level or Periodic Level Using File-Based Data Import
        3. Defer Budget Generation When Setting a Financial Project Plan Baseline
        4. Derive Amounts Automatically Using File-Based Data Import
        5. Create and Assign Resources to a Project Forecast Using a SOAP Service
        6. Automatically Add Resources to Planning Resource Breakdown Structures
        7. Maintain Workflow and Multicurrency Settings on Financial Plan Types
    3. Project Costing
        1. View Bill Rate Overrides for Managing Project Costs
        2. Review and Approve Project Cost Adjustments
        3. Create External Project Commitment Transactions Incrementally Using a SOAP Service
        4. Mobile Project-Based Time Capture Ease of Entry and Navigation
    4. Project Billing
        1. Drill Down to a Project Contract Invoice and Billing Event Detail from Real-Time Analysis
        2. Invoice Internal Contracts with Open Receivables or Post to GL Indicators Unchecked
        3. Contract Amendment Without Versioning
        4. Expanded Cross-Subject Area Reporting Between Project Billing and Receivables
        5. Allow Invoice Processing in Any Sequence
        6. Performance Obligation Accrual
        7. Identify a Contract for Migration of Invoice and Revenue Details
        8. Project Optionally Required on Billing Event
    5. Project Performance Reporting
        1. View Project Performance Reporting Data in Real-Time Analyses
    6. Project Management
        1. Use Facet Filters to Efficiently Manage Project Resources
        2. As-of-Date Scheduling
        3. Create and Read Change Orders Using a REST Service
    7. Task Management
        1. Track Work Items in View-Only Project Plan
    8. Project Resource Management
        1. Propose Multiple Resources for Project Resource Request
        2. Secure Resource Supply
    9. Grants Management
        1. Drill Down to Award Overview from Real-Time Analysis
        2. Allow for Projects not Enabled for Budgetary Control to be Created in Quick Create Award
        3. Enhanced User Interface for Grants Management
  1. Update 18A
  1. Revision History
  2. Overview
  3. Optional Uptake of New Features (Opt In)
  4. Feature Summary
    1. Project Foundation
        1. Simplified Microsoft Project Integration for Project Financial Management
        2. Use Facet Filters to Search for Your Projects
        3. Enhanced Exception Handling for Project Rate Schedule Import
    2. Project Costing
        1. Project and Task Search Enhancements in Oracle Time and Labor Cloud
        2. Add Time Entries from Favorite Time Cards in Oracle Time and Labor Cloud
        3. Assignment of Assets to Multiple Tasks Within Application Development Framework Desktop Integration
        4. Support Provider and Receiver Fiscal Calendar as Valid Dimensions to Commitment Fact
    3. Project Management
        1. Application Composer for Project Execution Management
    4. Project Resource Management
        1. Automatically Capture Hours Worked from Project Costing for Utilization
        2. Edit Multiple Project Resource Assignments and Requests

Document History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Update Version Notes
29 NOV 2018 Update 18C Revised update 18C.
20 APR 2018 Update 18B Delivered new features in update 18B.
03 APR 2018 Update 18A Revised update 18A.

Update 18C

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Feature Notes
29 NOV 2018 Manage Custom Objects Using Application Composer Updated document.  This feature does not provide the ability to create custom OTBI subject areas for customer objects for 18C.  This ability is postponed to a future release.
21 SEP 2018   Created initial document.

Overview

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

Give Us Feedback

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

Optional Uptake of New Features (Opt In)

We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways:  by using the New Features work area, or by using the Setup and Maintenance work area.

To opt in using the New Features work area:

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

To opt in using the Setup and Maintenance work area:

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

Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.


Opt In Only = These features are made available for use via Opt In. No additional setup steps are required.

Opt In, Plus Additional Steps Required = To use these features you must first Opt In, then perform additional setup steps.

Steps Required (No Opt In) = Setup steps must be performed before these features can be used. For example, new or expanded BI subject areas need to first be incorporated into reports. Integration is required to utilize new web services.

New Features Delivered Ready to Use
(Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

New Features That Customer Must Take Action to Use (Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Customer Action:
Opt In Only

Customer Action:
Opt In, Plus Additional Steps Required

Customer Action:
Steps Required (No Opt In)

Common Technology and User Experience

REST APIs for Oracle PPM Cloud

Project Foundation

Delete Project Customers Using a REST Service

Delete Project Team Members Using a REST Service

Manage Additional Project Attributes and Resources Using a REST Service

Manage Project Classifications Using a REST Service

View Expenditure Types Using a REST Service

Project Control

Manage Project and Award Budgets Using a REST Service

Project Costing

Manage Project Assets Using a REST Service

Manage Transaction Controls Using a REST Service

Manage Project Commitments Using a REST Service

Project Billing

Manage Billing Events Using a REST Service

View Project Contract Invoices Using a REST Service

View Project Contract Revenue Using a REST Service

Project Performance Reporting

View Project Performance Using a REST Service

View Resource Performance Using a REST Service

View Task Performance Using a REST Service

Grants Management

Manage Grants Personnel Using a REST Service

Project Management

Add Tasks to Projects with a Work Plan Template Using the Project Plan REST Service

Create and Read Project Enterprise Resources Using a REST Service

Manage Deliverables Using a REST Service

Update and Delete Change Orders Using a REST Service

View Project Plan Data Using a REST Service

Oracle PPM Cloud

Project Foundation

Create Planning Resource Breakdown Structure Using File Based Data Import

View the Root Cause Message of a Period Close Exception

Drill Down to Project Details from a Real-Time Analysis

Configure Financial Project Pages Based on Business Requirements

Generate Invoice and Revenue Based on Rates Defined for Project and Task

Calculate Cost Based on Rates Defined for Project and Task

Project Control

Manage Financial Project Plan Using a SOAP Service

Automatically Defer Financial Plan Creation

Drill Down to Budgets, Forecasts, and Progress from a Real-Time Analysis

Generate Public Events on Change in Financial Project Plan

Generate Public Events When Publishing Financial Project Progress

Project Costing

View Project Cost Comments in Real-Time Analyses

Manage Project Assets Using File-Based Data Import

Project Billing

Improved Usability for Invoice Overview Page

Parallel Invoice Generation

Perform Project Contract Revenue Accounting in Revenue Management

Delete Associated Projects for Unprocessed Contract Lines

Support Partner Tax Integration for Project Contract Invoices

Ensure Invoice Dates Are in Chronological Order

Use Receipt Amount for Billing

Transfer Performance Obligation Identifier to Receivables

Import Internal Contract Lines Using File-Based Data Import

Schedule Generate Revenue Process

Project Performance Reporting

Access Project Performance Dashboard Using Custom Roles

View Project Performance Reporting Data Using Project Calendar in Real-Time Analyses

Grants Management

Access Awards by Award Organization Hierarchy

Fund Award and Award Project in a Different Currency than Ledger Currency

Warn Users When Supplement Funding is Added Instead of Base Funding

View Billing Information on the Review Award Page

Project Management

Designate New Tasks as Automatically Scheduled Tasks

Enhance Project Manager Experience to Directly Plan for HCM Resources

Manage Custom Objects Using Application Composer

Manage Project Status Changes for Nonfinancial Projects Using Workflow

Specify a Default Project Starting Status in Project Execution Management

Allow Project Managers to Associate the Project to a Project Hierarchy Element

Report on Gate Approvers in Oracle Transactional Business Intelligence (OTBI)

Secure the Ability to Create Projects

Track Actual and Remaining Expense Amounts Separately from Planned Expense Amounts

Manage Gate Approvers in Work Plan Templates

Project Resource Management

Nominate and Review Resources

Task Management

Oracle PPM Cloud Mobile Innovation

Control Progress Reporting by Project Team Members Based on Project Status

Display Project-Level Information in the View-Only Project Plan

Display Deliverables in the View-Only Project Plan

Provide Access to View-Only Project Plans for Participants of the Project Hierarchy

Common Technology and User Experience

REST APIs for Oracle PPM Cloud

Project Foundation

Delete Project Customers Using a REST Service

Use a REST service to delete project customers. The current Project Customers REST service is enhanced to support deletion of one or more project customers of an existing project. Use the batch mode to delete multiple project customers of a project or to delete a project customer across multiple projects.

Steps to Enable

If you are using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Project Portfolio Management Cloud guide.

Tips And Considerations

Key Resources

Role Information

Delete Project Team Members Using a REST Service

Use a REST service to delete project team members. The current Project Team Members REST service is enhanced to support deletion of one or more project team members of an existing project. Use the batch mode to delete multiple project team members of a project or to delete a project team member across multiple projects.

Steps to Enable

If you are using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Project Portfolio Management Cloud guide.

Tips And Considerations

Key Resources

Role Information

Manage Additional Project Attributes and Resources Using a REST Service

View, create, and update project descriptive flexfields and additional project attributes using the Projects REST service.

Using the existing project service you can update additional attributes such as:

Example Input Payload:

{

"ProjectName":"financialproject",

"ProjectNumber":"financialproject",

"SourceTemplateName":"T, Time and Materials",

"EnableBudgetaryControlFlag":true,

"AllowCrossChargeFlag":true,

"CrossChargeLaborFlag":true,

"CrossChargeNonLaborFlag":true,

"LaborTpFixedDate":"2011-10-07",

"TransactionControlFlag":true,

"NlTransferPriceFixedDate":"2011-10-07",

"LaborTpScheduleId":100000016868013,

"NlTransferPriceScheduleId":100000016868013,

"ServiceTypeCode":"ADMINISTRATION",

"WorkTypeId":"100000015139194"

}

Using the existing project service you can now create, update and view descriptive flex fields configured for the project.

Example Input Payload:

{

"ProjectName": "sk_DFF_test_7",    "SourceTemplateName" : "T, Time and Materials",

"ProjectDFF":[{

"textBox":"sk_global_segment3",

"yesNo":"YES",

"__FLEX_Context":"Project Context1",

"contextSensitiveSegment1": "sk_testin3"

}]

}

Steps to Enable

This is an update to an existing service. You must uptake the latest release to leverage this new feature.

Tips And Considerations

Example Path:

~/projects/<project id>/child/ProjectDFF/

Key Resources

Role Information

Manage Project Classifications Using a REST Service

View, create, update, and delete project classifications using REST service. Using this service, you can add, update, and delete the project classifications (comprised of predefined project class categories and class codes) to existing projects and during project creation.

Sample request payloads:

  1. Create a project classification for an existing project.

{

"ClassCategoryId":"10000",

"ClassCategory":"Funding Source",

"ClassCodeId":"5",

"ClassCode":"Internal",

"CodePercentage":20

}

  1. Create a project with a project classification.

{

"ProjectName":"Project_ABC",

"ProjectNumber":"Project_ABC",

"SourceTemplateName":"T, Time and Materials",

"ProjectClassifications": [

{

"ClassCategoryId":"10000",

"ClassCategory":"Funding Source",

"ClassCodeId":"1",

"ClassCode":"Federal",

"CodePercentage":30

}

]

}

Steps to Enable

The Project Classifications REST service is a child resource of the Projects REST service and hence, it is an update to the existing Projects REST service. You must uptake the latest version of the Projects REST service to leverage this new feature.

Tips And Considerations

This REST service doesn't create new project class categories or class codes. Instead, it adds the existing setup data (combination of project class categories and codes) to a project.

Key Resources

Role Information

View Expenditure Types Using a REST Service

View expenditure types using a REST service. Using a REST service, users can view expenditure types through various queries and filters. Additionally, finders are provide so you can view all active expenditure types by class or date range.

You can use many attributes to search and view projects such as:

Example Path: ~/expenditureTypesLOV?onlyData=True&q=UnitOfMeasure=Currency'

Results:

{"items": [{

"ExpenditureTypeId" : 1000000,   

ExpenditureTypeName" : "Communications Equipment",   

"RevenueCategory" : "Other",   

"RevenueCategoryCode" : "Other",

...

},...]

.}

Steps to Enable

This is a new service. You must uptake the latest release to leverage this new feature.

Tips And Considerations

This service also contains information about the expenditure type class in relations to the expenditure type.

Example Path: /expenditureTypesLOV/<exp_typ_id>/child/ExpenditureTypeClassLOV

This path will get all the expenditure type classes that the expenditure type belongs to.

Key Resources

Role Information

Functional Privilege:

Data Privilege:

Project Control

Manage Project and Award Budgets Using a REST Service

Manage project and award budgets using REST services. Use the Award Budgets REST service to view, create, update, and delete award budgets. Use the Project Budgets REST service to view, create, update, and delete project budgets.

Additionally, to view the award budget summary amounts, you can use the Award Budget Summary REST service. Using this service, you can view award budget amounts for the tasks in the task hierarchy and resources in the resource breakdown structure. Similarly, to view the project budget summary amounts you can use the Project Budget Summary REST service. Using this service, you can view project budget amounts for the tasks in the task hierarchy and resources in the resource breakdown structure.

Sample URL to view all the award budget versions for the project Dreamliner Initiative using the Award Budget Summary REST service:

https://hostname/fscmRestApi/resources/latest/awardBudgetSummary?q=ProjectNumber=Dreamliner Initiative

Sample response to the above query:

{

...

"FinancialPlanType": "Award Cost Budget - Approved",

"PlanVersionId": 300100168929179,

"PlanVersionNumber": 1,

"PlanVersionName": "Version 1",

"PlanVersionDescription": null,

"PlanVersionStatus": "Current Working",

"AwardId": 300100052317349,

"AwardNumber": "Award 001",

"AwardName": "Diabetes study on mice",

"ProjectId": 300100168929164,

"ProjectNumber": "Dreamliner Initiative",

"ProjectName": "Dreamliner Initiative",

"PlanningAmounts": "COST",

"PCRawCostAmounts": 1000,

"PCBurdenedCostAmounts": 1500,

"PCRevenueAmounts": 0,

"PFCRawCostAmounts": 1000,

"PFCBurdenedCostAmounts": 1500,

"PFCRevenueAmounts": 0,

...

}

Sample URL to view all the project budget versions for the project Rudycorp Software Install using the Project Budgets REST service:

https://hostname/fscmRestApi/resources/latest/projectBudgets?q=ProjectName=Rudycorp Software Install

Sample response to the above query:

{

...

"FinancialPlanType": "PSR CostRev Budget",

"PlanningAmounts": "COST_AND_REV_TOGETHER",

"PlanVersionId": 100000043671551,

"PlanVersionNumber": 11,

"PlanVersionName": "Version 11",

"PlanVersionDescription": null,

"PlanVersionStatus": "Baseline",

"ProjectId": 99999,

"ProjectNumber": "TM001",

"ProjectName": "Rudycorp Software Install",

"BudgetCreationMethod": null,

"SourcePlanVersionId": null,

"BudgetGenerationSource": null,

"SourcePlanType": null,

"SourcePlanVersionStatus": null,

"SourcePlanVersionNumber": null,

"CopyAdjustmentPercentage": null,

"PCRawCostAmounts": 1278040,

"PCBurdenedCostAmounts": 1917060,

"PCRevenueAmounts": 2556080,

"PFCRawCostAmounts": 1278040,

"PFCBurdenedCostAmounts": 1917060,

"PFCRevenueAmounts": 2556080,

"DeferFinancialPlanCreation": null,

"AdministrativeCode": null,

...

}

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Award Budget Summary Service:

Award Budgets Service:

Project Budget Summary Service:

Project Budgets Service:

Key Resources

Related Help Topics:

Role Information

You can access these REST services by using the privilege:

This privilege is granted by default to the following job roles:

Project Costing

Manage Project Assets Using a REST Service

View, create, update, and delete project assets and project asset assignments using the Project Assets REST service.

Project Assets: The project asset resource is used to view, create, update and delete project assets. This includes viewing, creating, updating and deleting project assets that are from Project Portfolio Management and those imported from third-party applications.

Project Asset Assignments: The project asset assignment resource is used to view, create and delete project asset assignments.  This includes viewing, creating and deleting project asset assignments that are from Project Portfolio Management and those imported from third-party applications.

Sample request URL to update project assets that originate from third-party application for the project asset 100000016707668:

https://hostnhame/fscmRestApi/resource/latest/projectAsset/10000000016707668

{

"AssetDescription": "AirConditionerCommercial"

}

Sample Response:

{

"ProjectAssetId": 1000000167007668

“ProjectID”: 100000016707275,

“ProjectName”: “T, Construction  (VS)”,

“ProjectNumber”: “T, Construction  (VS)”,

“ProjectAssetType”: “ESTIMATED”,

“AssetName”: “Air Conditioner”

“AssetNumber”: null,

“AssetDescription”: “AirConditionerCommercial”

“CapitalEventID”: null,

“EventName”: null,

“CapitalEventNumber”: null,

“EstimatedInServiceDate”: null,

“DatePlacedInService”: null,

“CapitalizedFlag”: false,

“CapitalizedDate”: null,

“CapitalizedCost”: 0,

“TotalAssetCost”: 0,

“ReversFlag”: false,

“ReversalDate”: null,

}

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Role Information

You can access the REST service by using the privileges:

This privilege is granted by default to the following job roles:

Manage Transaction Controls Using a REST Service

View, create, update, and delete project and task transaction controls using the Transaction Controls REST services. Using these services you can view and update attributes such as expenditure category, expenditure type, nonlabor resource, person, job, organization, system person type, and chargeable and billable indicators for existing project and task transaction controls.

This feature enables you to easily control what costs can or can't be charged to your projects and tasks. Use the Project Transaction Controls REST service to manage project level transaction controls and the Task Transaction Controls REST service to manage task level transaction controls.

Sample request payload to create a transaction control that allows only employees to charge costs to a project:

{  

"BillableHint": "Task",

"ChargeableHint": "Yes",

"PersonTypeHint":"Employee"

}

Sample response to the above payload that confirms that the transaction control was created successfully:

{

"TransactionControlId": 300100152011667,

"RuleNumber": 1,

"ProjectId": 300100005141135,

"StartDateActive": "2010-10-01",

"EndDateActive": null,

"BillableHint": "Task",

"Billable": "T",

"ChargeableHint": "Yes",

"Chargeable": "Y",

"CapitalizableHint": "Task",

"Capitalizable": "T",

"ExpenditureCategoryId": null,

"ExpenditureCategoryName": null,

"ExpenditureTypeId": null,

"ExpenditureTypeName": "null",

"NonLaborResourceId": null,

"NonLaborResourceName": null,

"PersonName": null,

"PersonId": null,

"PersonNumber": null,

"EmailAddress": null,

"JobId": null,

"Job": null,

"PersonTypeHint": "Employee",

"PersonType": "EMP",

"OrganizationId": null,

"Organization": null,

...

...

}

Steps to Enable

No steps are required to enable this feature.

Key Resources

Role Information

Manage Project Commitments Using a REST Service

Manage project commitments using the Project Commitments REST service. This service enables you to view, create, and delete project commitments that are imported from third-party applications and view commitments that are created in other Oracle Cloud applications such as supplier invoices, requisitions, and purchase orders.

Sample request URL to view project commitments that originate from third-party applications for the project Dreamliner Initiative:

https://hostname/fscmRestApi/resources/latest/projectCommitments?q=ProjectName=Dreamliner Initiative;CommitmentSourceType=External

Sample response to the above request that returns the commitments for the project that were imported from third-party applications:

{

"CommitmentId": 2383,

"CommitmentNumber": "130",

"BusinessUnit": "Vision Operations",

"Organization": "Vision Operations",

"TransactionSource": "Commitment Source",

"Document": "Purchase Order",

"DocumentEntry": "Item Cost",

"ProjectNumber": "Dreamliner Initiative",

"ProjectName": "Dreamliner Initiative",

"TaskNumber": "1.1",

"TaskName": "Project Kickoff",

"CommitmentSourceType": "External",

"CommitmentType": "Purchase order",

"ProcessingStatus": "Processed",

"ApprovedFlag": null,

"CommitmentCreationDate": "2016-01-01",

"OriginalTransactionReference": "CMT_RECEIVE_V9087",

"Quantity": 10,

"Currency": "USD",

"BurdenedCostInTransactionCurrency": 3000,

"RawCostInTransactionCurrency": 3000,

"RawCostInProjectCurrency": 3000,

"BurdenedCostInProjectCurrency": 3000,

"RawCostInReceiverLedgerCurrency": 3000,

"BurdenedCostInReceiverLedgerCurrency": 3000,

"RawCostInProviderLedgerCurrency": 3000,

"BurdenedCostInProviderLedgerCurrency": 3000,

"ExpenditureType": "Construction",

"ExpenditureItemDate": "2016-01-01",

...

}

Steps to Enable

No steps are required to enable this feature.

Key Resources

Role Information

Access to all operations:

Access to only GET operation:

Project Billing

Manage Billing Events Using a REST Service

Create, update, delete, and view project billing events using the Billing Events REST service. Using this service, you can update amounts, descriptions, and update any editable attribute. Using this service you can automate creation of billing events.

In addition to using the service for billing events, descriptive flexfields, adjustment history, and billing extension event details are available as children of the billing event.

The following sample payload includes the minimum attributes required when creating a billing event:

The following sample payload includes the minimum attributes required when creating a billing event. Depending on your implementation, additional attributes such as Project Name may be required.

{

"BusinessUnitName": "Vision Corporation",

"ContractTypeName": "Sell: Project Lines",

"ContractNumber": "EWS PUC1 Contract A",

"ContractLineNumber": "1",

"EventTypeName": "Bonus",

"CompletionDate": "2018-05-10",

"BillTrnsAmount": 100,

"BillTrnsCurrencyCode": "USD",

}

Steps to Enable

You must uptake the REST service change in any integration to leverage this new feature.

Tips And Considerations

If you are using Descriptive Flexfields (DFF) for Additional Information, they exist as child records in the service architecture. When creating a billing event, the event must be created first and then the DFF values updated after creation.

Key Resources

Role Information

The following roles provide access to this feature:

The following privileges provide access to this feature:

Data access is determined by the data privileges assigned to the role.

View Project Contract Invoices Using a REST Service

View project contract invoices using a REST service. Using this REST service, you can export the project contract invoice data to other applications such as mobile or third-party applications.

In addition to using this service to view invoice header and invoice line details, you can also access invoice distributions for each line.

Steps to Enable

You must uptake the REST service change in any integration to leverage this new feature.

Key Resources

Role Information

The following roles provide access to this feature:

The following privileges provide access to this feature:

Data access is determined by the data privileges assigned to the role.

View Project Contract Revenue Using a REST Service

View project contract revenue using a REST service. Using this REST service, you can export the project contract revenue data to other applications such as mobile or third-party applications.

Steps to Enable

You must uptake the REST service change in any integration to leverage this new feature.

Key Resources

Role Information

The following roles provide access to this feature:

The following privileges provide access to this feature:

Data access is determined by the data privileges assigned to the role.

Project Performance Reporting

View Project Performance Using a REST Service

View project performance data for a specific project or a group of projects using the Project Performance REST service. You can also view the ITD, PTD, QTD, and YTD performance metrics for specific periods or all periods in the project duration. Using this REST service, you can export the project performance data to other applications such as mobile or third-party applications.

Use this feature to track the performance of your projects, based on a number of predefined measures using a lightweight REST service. You can view summary performance data using the Project Performance parent resource and view periodic performance data using the Periodic Project Performance child resource.

Sample request URL to view performance data for the project Dreamliner Initiative:

https://hostname/fscmRestApi/resources/latest/projectPerformance?q=ProjectName=Dreamliner Initiative

Some key project attributes included in the response are:

Some key summary attributes included in the response that determine what data is returned are:

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Role Information

You can access the REST service by using the privilege:

This privilege is granted by default to the following job roles:

View Resource Performance Using a REST Service

View resource performance data for a specific project or all projects using the Resource Performance REST service. You can also view the ITD, PTD, QTD, and YTD performance metrics for specific periods in the project resource assignment duration. Using this REST service, you can export the resource performance data to other applications such as mobile or third-party applications. Use this feature to track the performance of your project resources, based on a number of predefined measures using a lightweight REST service.

Sample request URL to view performance data for the resources included in the primary reporting resource breakdown structure of the project Dreamliner Initiative that belong to the Labor resource class:

https://hostname/fscmRestApi/resources/latest/resourcePerformance?q=ProjectName=Dreamliner Initiative;PrimaryReportingFlag=true;ResourceClass=Labor

Some key resource attributes included in the response are:

Some key summary attributes included in the response that determine what data is returned are:

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Role Information

You can access the REST service by using the privilege:

This privilege is granted by default to the following job roles:

View Task Performance Using a REST Service

View task performance data for a specific task or across tasks using the Task Performance REST service. You can also view the ITD, PTD, QTD, and YTD performance metrics for specific periods in the task duration. Using this REST service, you can export the task performance data to other applications such as mobile or third-party applications. Use this feature to track the performance of your tasks, based on a number of predefined measures using a lightweight REST service.

Sample request URL to view performance data for the task number 1.0 that belongs to the project Dreamliner Initiative:

https://hostname/fscmRestApi/resources/latest/taskPerformance?q=ProjectNumber=Dreamliner Initiative;TaskNumber=1.0

Some key task attributes included in the response are:

Some key summary attributes included in the response that determine what data is returned are:

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Role Information

You can access the REST service by using the privilege:

This privilege is granted by default to the following job roles:

Grants Management

Manage Grants Personnel Using a REST Service

Create, update, or retrieve Grants personnel using a REST service. You can indicate if a person is eligible to become a principal investigator or search for eligible principal investigators using the REST service.

Sample payload to create a Grants personnel:

{"EmailAddress" : "john.doe@oracle.com", 

"EligiblePiFlag": "true", 

"CertifiedDate": "2018-01-01", 

"ReviewCompleted": "true"}

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Role Information

Project Management

Add Tasks to Projects with a Work Plan Template Using the Project Plan REST Service

Leverage the project plan REST Service to add tasks to an existing project from a work plan template. For example, after you create a project from a sales opportunity, each line on the opportunity needs a distinct set of tasks on the project to complete the work. You can use a service to create the project in an integration with the source of the sales opportunity, and then incrementally add tasks to automate the creation of the project's complete work breakdown structure.

This feature enables the project managers to quickly create tasks from the work plan template from external systems thus increasing the project planning efficiency.

Sample payload to create tasks from the work plan template “Report Design and Test” with task prefix as “RDT”:

Tasks:

{

"TaskID": "1109876577980",

"WorkPlanTemplateName": "Report Design and Test Template",

"TaskNumberPrefix": "RDT"

}

Steps to Enable

You must uptake the REST service change in any integrations to leverage this new feature. Existing use of the service is not impacted.

Tips And Considerations

Key Resources

Role Information

Create and Read Project Enterprise Resources Using a REST Service

Create and read project enterprise resources using a REST service. You can use the service during the initial data migration or for integration with any external application.

Sample Payload

Create Project Enterprise Labor Resources:

Non HCM resource :

Input:

{

"FirstName" : "Steve" ,

"LastName" : "Williams" ,

"Email" : "Steve.Williams@oracle.com" ,

"FromDate" : "2017-01-01",

"CalendarName" : "PJT Standard US Calendar",

"PrimaryProjectRoleName" : "Oracle DBA",

"BillRate" : 200,

"BillRateCurrencyCode" : "USD",

"CostRate" : 200,

"CostRateCurrencyCode" : "USD",

"ManageResourceStaffingFlag" : "Y",

"ResourcePoolName" : "Development Resources",

"PoolMembershipFromDate" : "2017-06-06"

Create Project Enterprise Expense Resources :

Expense Resource

Input :

{

"Description": "Exepenses for construction work",

"ResourceName" : "Construction",

"ExternalId"  : "1234"

}

Steps to Enable

If you are using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Project Portfolio Management Cloud guide.

Tips And Considerations

Project Application Administrators can create project enterprise resources using the REST APIs. The administrator can create a project enterprise resource from an existing HCM Cloud person, or create it directly as a project enterprise resource without any link to HCM Cloud person.

Key Resources

Role Information

Manage Deliverables Using a REST Service

Create and maintain project deliverables from third-party applications using a REST service. This service enables project managers, team members, and project administrators to transfer or manage deliverables from external applications.

Use this service when you need to import deliverable data during a conversion, or to provide users with an alternate user interface for managing deliverables. This service can also be used to manage attachments to a deliverable and to manage the association of a deliverable to project tasks and requirement backlog items.

Sample request to find deliverables that are In progress, for the deliverable owner Connor Horton:

/deliverables?onlyData=true&q=Status='In progress';OwnerName='Connor Horton'&fields=DeliverableName,Status,NeedByDate

"items": [

{

"OwnerEmail": "prj_connor_horton_us_grp@oracle.com",

"NeedByDate": "2018-11-17",

"Status": "In progress",

"DeliverableName": "Competitor Review"

},

{

"OwnerEmail": "prj_connor_horton_grp@oracle.com",

"NeedByDate": "2018-12-16",

"Status": "In progress",

"DeliverableName": "Timeline Draft"

}

]

Steps to Enable

This is a new service. You must uptake the latest release to leverage this new feature.

If you are using REST services with your Oracle Cloud implementation for the first time, then follow the instructions in the Quick Start section of the REST API for Oracle Project Portfolio Management Cloud guide

Tips And Considerations

Key Resources

Role Information

Update and Delete Change Orders Using a REST Service

Update or delete project change orders from third-party applications using a REST service.

Optionally, you can delete any redundant change orders using a Representational State Transfer service. This service enables Integration Specialists and Project Administrators to update or delete change orders from external systems.

URL: {Host}:{Port}/fscmRestApi/resources/11.13.18.05/changeOrders/{ChangeDocumentId}/child/ChangeParticipants/{ParticipantId}

Sample payload to update the review status as Completed for the participant specified in the PATCH service URL:

{

"ReviewStatus": "Completed:

}

Steps to Enable

You must uptake the REST service change in any integrations to leverage this new feature. Existing use of the service is not impacted.

Tips And Considerations

Key Resources

Role Information

View Project Plan Data Using a REST Service

Enable project managers to view the list of the projects they manage and read the project plan data using the Project Plans REST resource. Information about each project plan includes: general project information, list of project tasks, dependencies between tasks, and labor and expense resources assigned to the project tasks.

You can use many attributes to search and view projects such as:

Payload Request to find projects starting on January 1st, 2018:

/projectPlans?onlyData=true&q=StartDate>"2018-01-01"&fields=Name,ProjectId,PercentComplete

Results:

{"items": [{

            "Name": "Customer Service Android Application",

            "ProjectId": 300100148052007,

            "Status": "Approved"

            },...]

  ...}

Steps to Enable

This is a new service. You must uptake the latest release to leverage this new feature.

The projects in projectPlans service contains also information about:

Request Payload example to get the tasks of a specific project:

/projectPlans/{projectId}/child/Tasks

Tips And Considerations

To use this service, you should either be the project manager or have any custom project manager project role in the projects you need to query.

Key Resources

Role Information

Oracle PPM Cloud

Project Foundation

Create Planning Resource Breakdown Structure Using File Based Data Import

Create planning resource breakdown structure using file-based data import template. Additionally, add new resources to existing planning and billing resource breakdown structures and edit the existing resources.

You can create both centrally and non-centrally controlled planning resource breakdown structures using this file-based data import template.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Role Information

View the Root Cause Message of a Period Close Exception

Project accountants can analyze the root cause of an exception using the Projects-Period Close Exceptions subject area in Oracle Transactional Business Intelligence (OTBI).

All period close related messages are available in a centralized repository. You can create your own analysis using the Root Cause Message Details dimension that is available in the Projects-Period Close Exceptions subject area in OTBI to have great visibility of all pending transactions and their related messages.

You can also add additional attributes to view the project and task names, transaction type, and amounts.

Root Cause Message Details

Embed your analysis in your own dashboard to have a consolidated view of all pending transactions that impact the period closure, you can use different key performance indicators and drill down to the transaction details.

Period Close Exceptions Dashboard

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Related Help Topics:

Role Information

Drill Down to Project Details from a Real-Time Analysis

You can drill down from an Oracle Transactional Business Intelligence analysis to the Project Details page.

Enable an action link on a column, such as Project Number, to enable the drill down.

You can easily navigate back and forth from an OTBI analysis to the application to review multiple projects and make additional edits.

Select the Project Name Hyperlink to see the financial details of the Project.

Project Report

Drilled Down Page - Once you open the Project, you can view or edit the project or navigate to view or edit the financial plan, setting and costs for the project.

If you have configured the return application attribute then you will have the return button  available on the top right corner near the Home icon.

Steps to Enable

Enabling deep linking:

  1. Create an OTBI Report that includes the project object key.

  2. Select the Format tab for Project ID and set the Decimal places to 0. (Note: This needs to be set on the Project ID column even if a different column is used for the action link).

  1. Define an Action Link on the Project Name Column by going to the Column Properties page. Project Name > Column Properties > Interaction > Action Links.   

             

  1. Create Action Link with this URL: https://hostname/fscmUI/faces/deeplink?objType=@{1}&objKey=ProjectId=@{2}&action={3}&returnApp=@{4}&returnAppParams=PortalGo%26path=/users/@{5}/@{6}

  2. Replace the "hostname" with the name of your local environment.

  1. The action={3} value will determine which page the deep link will go to. Potential values for {3}

OBJ_TYPE

 ACTION RESULTS
PROJECT

NONE

 Navigates to Project Overview Page (Default)
PROJECT OVERVIEW Navigates to Project Overview Page
PROJECT MANAGE_FIN_PLAN Navigates to Manage Financial Plan Page
PROJECT MANAGE_BUDGET Navigates to Manage Project Budget Page
PROJECT TRACK_PROGRESS Navigates to Track Financial Project Progress Page
PROJECT MANAGE_PROGRESS Navigates to Manage Project Forecast Page

ATTRIBUTES FOR THE ACTION LINK

1 objType Value PROJECT X X  
2 objKey Column Value "Project"."Project Key" X X  
3 action Value NONE* X X  
4 returnApp Value AnalyticsApp** X X  
5 Logged in User Session Variable USER X X  
6 Report Name Value Project Drill Down *** X

X

  

*Change parameter 3 if you want to navigate to another page The default value is none which is the project overview page.

**Change parameter 4 if you have a different name for your analytics app registered as a third-party application.

*** Change parameter 6 and put the name of the report that you created.

Registering analytics application, for example, AnalyticsApp as a third-party application in Fusion:

End User Task:

Tips And Considerations

Key Resources

Role Information

Configure Financial Project Pages Based on Business Requirements

Configure the user interface to create projects, duplicate projects, view project overview, and manage financial project settings based on your business requirements using Oracle Page Composer. For example, if the business requirement is to make the project end date mandatory during project creation, the users can now use Oracle Page Composer to make the end date field, already present in the Create Project user interface, mandatory. Similarly, a set of project attributes such as business unit will now be available for configuring the Create Project, Duplicate Project, Project Overview, and Manage Financial Project Settings pages.

Use Page Composer to Set Project Finish Date Mandatory During Project Creation for a Specific Business Unit

Steps to Enable

The capability to configure the Create Project, Duplicate Project, Project Overview and Manage Financial Project Settings user interfaces is enabled by default. However, you will have to use the Page Composer framework to access the properties of these pages in order to configure them based on your business requirements. Following are the steps to use the Page Composer based customization.

  1. Enable a Sandbox.
  2. Navigate to the Project Financial Management work area. 
  3. Go to the page which you want to configure.
  4. Select Customize Pages from the dropdown menu by the user name on the top right of the screen.
  5. Select Structure on the top left. Find the Source region and expand it.
  6. While in the Structure view, click the region component you want to configure and select Edit to make the changes.
  7. After making the desired changes, close out of Page Composer.
  8. After testing successfully, publish the sandbox.

Tips And Considerations

Key Resources

Role Information

Generate Invoice and Revenue Based on Rates Defined for Project and Task

Invoice labor and nonlabor transactions based on rates defined for the project and task associated to the contract, when using rate-based invoice methods. You can generate revenue for labor and nonlabor transactions based on rates defined for the project and task associated to the contract, when using rate-based revenue methods.

Project and Task Level Bill Rate Overrides

Project and Task Level Revenue Rate Overrides

Steps to Enable

Once the Project Application Administrator enables this feature, no additional setup is required to invoke the events.

  1. Navigate to the Setup and Maintenance work area.
  2. Select Project Financial Management offering in the Setup offering choice list.
  3. Click on the Change Feature Opt In link.
  4. Click on the Features icon in the Project Billing functional area row available under the Features column.
  5. In the Edit Features: Project Billing page, enable the Generate Invoice and Revenue Based on Rates Defined for Project and Task feature.

Tips And Considerations

Key Resources

Role Information

Calculate Cost Based on Rates Defined for Project and Task

Calculate actual labor and nonlabor transactions based on the rates defined for the person, job, or expenditure type at project and task level. Further, plan, budget, and generate forecasts for labor and nonlabor transactions based on the rates defined at the project and task levels.

Project and Task Level Cost Rate Overrides

Steps to Enable

Once the Project Application Administrator enables this feature, no additional setup is required to invoke the events.

  1. Navigate to the Setup and Maintenance work area.
  2. Select Project Financial Management offering in the Setup offering choice list.
  3. Click the Change Feature Opt In link.
  4. Click the Features icon in the Project Financial Management offering row available under the Features column.
  5. In the Edit Features: Project Financial Management page, enable the Calculate Cost Based on Rates Defined for Project and Task feature.

Tips And Considerations

Key Resources

Project Control

Manage Financial Project Plan Using a SOAP Service

Read, create, delete, and replace multiple resources for financial tasks using the Project Plan SOAP service. You can leverage the following operations to perform these actions:

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

You can use the StartDate and EndDate attributes for filtering the results while searching for resource assignments in the financial project plan.

Key Resources

Role Information

The functional security privilege Manage Project Financial Plans Service (PJO_MANAGE_PROJECT_FINANCIAL_PLANS_SERVICE_PRIV) grants access to this feature and is available to the following job roles by default:

Automatically Defer Financial Plan Creation

Using historical data, the application automatically determines when to defer the generation of financial plans so that you can continue with your work and not wait for the lengthy processing to complete.

Steps to Enable

  1. Navigate to the Setup and Maintenance work area.
  2. Select Project Financial Management offering in the Setup offering choice list.
  3. Click on the Change Feature Opt In link.
  4. Click on the Features icon in the Project Control offering row available under the Features column.
  5. In the Edit Features: Project Control page, enable the Automatically Defer Financial Plan Creation feature.

Tips And Considerations

Key Resources

Role Information

Drill Down to Budgets, Forecasts, and Progress from a Real-Time Analysis

You can drill down from multiple real-time analyses that display financial plan information to manage project budgets and forecasts, and track financial project progress. You can enable an action link on a column, such as version identifier, name, or number to enable the drill down. You can easily navigate back and forth from the analysis to the application to review the respective financial plan versions.

Steps to Enable

No steps are required to enable this feature.

Key Resources

Generate Public Events on Change in Financial Project Plan

Create public events when you create or modify task assignments in financial project plan. You can list the resources that contributed to changes to amounts on the financial project plan from any interface such as the Project Financial Management or the Project Management work area or the Microsoft Project application.

By subscribing to this public event, additional business processes can be triggered utilizing the details of the changes made to the financial project plan.  For example, the burden amounts associated to each changed resource can be recalculated and updated using a web service.

Steps to Enable

Once the Project Application Administrator enables this feature, no additional setup is required to invoke the events.

  1. Navigate to the Setup and Maintenance work area.
  2. Select Project Financial Management offering in the Setup offering choice list.
  3. Click on the Change Feature Opt In link.
  4. Click on the Features icon in the Project Control offering row available under the Features column.
  5. In the Edit Features: Project Control page, enable the Generate Public Events on Change in Financial Project Plan feature.

Tips And Considerations

Key Resources

Role Information

Generate Public Events When Publishing Financial Project Progress

Create public events when you publish financial progress. For example, you can generate revenue when you publish the financial project progress from any interface such as the Project Financial Management or Project Management work area or the Microsoft Project application.

Steps to Enable

Once the Project Application Administrator enables this feature, no additional setup is required to invoke the events.

  1. Navigate to the Setup and Maintenance work area.
  2. Select Project Financial Management offering in the Setup offering choice list.
  3. Click on the Change Feature Opt In link.
  4. Click on the Features icon in the Project Control offering row available under the Features column.
  5. In the Edit Features: Project Control page, enable the Generate Public Events When Publishing Financial Project Progress feature.

Tips And Considerations

Key Resources

Role Information

Project Costing

View Project Cost Comments in Real-Time Analyses

You can view and report on comments entered for project costs using the Project Costing - Actual Costs Real Time and Project Costing - Expenditure Item Performance - Real Time subject areas in Oracle Transactional Business Intelligence. You can view the project cost comments by including the attribute Expenditure Comments in the analyses and dashboards that you build using these subject areas.

Example of an Analysis Built Using the Project Costing - Expenditure Item Performance - Real Time Subject Area

Steps to Enable

Add the Expenditure Comments attribute to the BI analytics where you want to view the project cost comments.

Tips And Considerations

Role Information

Manage Project Assets Using File-Based Data Import

Create, update, and delete large volumes of project assets and project asset assignments using the Import Project Assets file-based data import.

The project asset and project asset assignments interface allows you to integrate asset and asset assignment transactions from 3rd party systems to Oracle Fusion Project Portfolio Management. Use this template to prepare the comma separated values (CSV) files.

Project Assets

Project Asset Assignments

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

The Import Project Assets process validates and processes the data in the project asset interface tables and all exceptions are exported in the process output report.

This template supports three modes: Create new records, Update existing records for Project Assets only, and Delete Obsolete records. Although this spreadsheet supports mixing of these three modes in one worksheet, we suggest you perform one operation per workbook for convenience of management. You can check the detailed error messages and suggestions in the report.

The output report will also generate the excel file that will have the failed records. You can correct the errors and reimport them.

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.

Key Resources

Role Information

This feature is enabled by default for the following roles:

The Integration Specialist must have access to the PJC_RUN_IMPORT_ASSET_AND_ASSIGNMENTS_PROCESS.

Project Billing

Improved Usability for Invoice Overview Page

You can experience an improved response time and access information faster with the usability enhancements to the Invoice Overview page.

To improve response time, by default the Error Billing Transaction Exceptions and Process Monitor sections of the page remain closed and you can expand them to load the sections. This allows the page to load faster by only getting the related details when you expand the sections.

In addition, Totals fields that appeared in these regions have been removed to streamline performance and the impact related to this data.

Steps to Enable

The Project Billing feature Improve Usability for Invoice Overview Page can be enabled through the Project Financial Management setup opt in. No additional setup is required.

NOTE:  This enhancement will be activated for all customers in the release 11.13.19.04.0 as noted in the Not Optional From column in opt in.

Role Information

This enhancement is available to all roles and users given access to the Invoice Overview work area.

Parallel Invoice Generation

You can now generate invoices more quickly by specifying a number of instances of the process to be run in parallel. Each instance will process a subset of the contracts, using a system-generated contract number range.

Steps to Enable

This enhancement can be enabled through the setup of a new profile option.

  1. Navigate to Setup and Maintenance work area.
  2. Click the Tasks icon and click Search.
  3. Search for Manage Administrator Profile Values and click the Manage Administrator Profile Values link in the Name column.
  4. Search for the Number of Parallel Invoice Generation Programs profile display name.
  5. Update the Site Profile Value to a number between 2 and 5 inclusive.

Tips And Considerations

Role Information

Perform Project Contract Revenue Accounting in Revenue Management

You can perform external project contract revenue accounting in the Revenue Management Cloud Service to meet the more complex accounting requirements of International Financial Reporting Standard 15 and Accounting Standards Codification 606.

You can utilize integration between Enterprise Contracts, Project Billing, and Revenue Management to:

When you use the integrated solution, Revenue Management must perform the revenue accounting for external customer contracts. This feature, when enabled, instructs the Generate Revenue process within Project Billing to bypass the creation of Subledger Accounting events for external contracts. When you later run Create Accounting in Project Billing, you don't create any Subledger Accounting revenue accounting entries. Instead, you create revenue accounting entries by running Create Accounting in Revenue Management.

Steps to Enable

This enhancement can be enabled through opt in.  The following additional setup is required within Revenue Management:

  1. Navigate to Setup and Maintenance work area.
  2. Click the Tasks icon and click Search.
  3. Search for Manage System Options for Revenue Management and click the corresponding link in the Name column.
  4. For each ledger matching the ledgers on the project contract revenue distributions for which you want Revenue Management to create the accounting:
    1. Add a Source Document Type of Oracle Fusion Contracts, with the appropriate Extraction Start Date.
    2. Add a Revenue Accounting and Thresholds with the appropriate Adoption Period.
  5. Click Save and Close.

Manage System Options for Revenue Management - Source Document Types

Manage System Options for Revenue Management - Revenue Accounting and Thresholds

Tips And Considerations

You can leave this feature disabled if all the following points are true:

Role Information

Delete Associated Projects for Unprocessed Contract Lines

You have more freedom to modify existing associated projects and tasks. You can delete unwanted associated projects if no billing transactions exist, even if the contract has been made active. You can change the level of a specified branch of the task hierarchy at which an association has been made, if the otherwise conflicting association has been inactivated or is on a canceled or closed contract line. You can reopen a closed contract line if no conflicting active associated projects and tasks exist.

Deleting an associated project or task during contract amendment process would update the associated projects and tasks from a previously active version of the contract as inactive. This will prevent revenue and invoice generation of the transactions that were created using the deleted associated project or task.

You can perform the delete action both during the initial drafting of the contract and during contract amendment process.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Deleting an associated project or task during contract amendment process would update the associated projects and tasks from a previously active version of the contract as inactive. This will prevent revenue and invoice generation of the transactions that were created using the now deleted associated project or task.

Role Information

Support Partner Tax Integration for Project Contract Invoices

You can now use third party tax applications for calculation from within the Invoices Work Area UI, but not during the Generate Invoice process.

You can define tax rates for the contract, contract line, and transaction type and use the rates to calculate tax for an invoice line. In the Invoices Work Area, you can even override the tax code for an invoice line and recalculate tax amounts.

The Calculate Tax option is available in the Action menu at both invoice header and line levels. The following screen capture illustrates the calculate tax action.

Calculate Tax

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Tax calculation honors partner tax integration only through the Calculate Tax action in the Invoices Work Area. The Generate Invoices process continues to use the Oracle Fusion Tax setup.

Key Resources

Role Information

Ensure Invoice Dates Are in Chronological Order

You can optionally ensure invoice dates on released invoices are in chronological order. After you enable the option, the invoice dates are automatically set to the current date and you cannot change this date when the invoices are released.

In some countries, you must numerically sequence public documents, like customer invoices. Often you are not allowed to have gaps in the sequence numbering and you are not allowed to backdate the documents. When enabled, this feature prevents such backdating.

The following page shot shows the invoice date as display only and defaulting to today. The same handling applies to the Release All action.

Release Invoices

Steps to Enable

This enhancement can be enabled through opt in. No additional setup is required.

Tips And Considerations

This feature mainly applies for companies:

Role Information

Use Receipt Amount for Billing

You can use the receipt amount of expenses as the basis for billing external contracts where the receipt currency matches the invoice revenue currency.

Currently, after entering the expenses the application converts the entered receipt amount in the expense report to the transaction amount. If the expense is billable, then while generating invoices the application uses the raw cost in transaction currency to determine the amount to bill.

In multi currency scenarios the expense receipt is entered with a conversion rate that is used to convert the receipt amount to the transaction currency. When the invoice is created, the transaction amount is converted to the invoice amount based on the conversion settings defined on the project contract. In situations in which the currency of the invoice is the same as the currency of the receipt, this can result in a billable amount that deviates from the receipt based on variations of the conversion rate entered on the expense report and the conversion rate used to convert the transaction amount to the invoice amount.

If you want the invoice amount to exactly match the amount used to bill, then enable this feature to change the way the invoice is generated. The application copies the exact receipt amount from the expense report which results in the exact amount used on the invoice and ensures that the receipt and the invoice match.

Steps to Enable

The Project Billing feature Use Receipt Amount for Billing can be enabled through the Project Financial Management setup opt in. No additional setup is required.

  1. Navigate to Setup and Maintenance.
  2. Select the Project Financial Management setup.
  3. Click on the Change Feature Opt In link.
  4. Click on the Features pencil icon for Project Billing.
  5. Select the Enable check box for the Improve Use Receipt Amount for Billing feature.

Tips And Considerations

Role Information

The following role has access to enable this feature. Once enabled, the feature will use the receipt amount for billing for all users.

Transfer Performance Obligation Identifier to Receivables

You can transfer the project contract line number, which represents the performance obligation, to Receivables.

With the new International Financial Reporting Standard 15 and Accounting Standards Codification 606, you are to record contract assets and contract liabilities at a performance obligation level.  In Enterprise Contracts and Project Billing, a performance obligation is best modeled as a contract line.  As contract assets are replaced by customer payment obligations, each invoice line needs to be assigned to a specific performance obligation.

With this feature enabled:

The following page shots illustrate the benefits of the feature.

Review Invoice Line

Oracle Business Intelligence

Steps to Enable

This enhancement is automatically enabled through opt in. You can disable it, however, if you choose.  The following additional setup is required within Receivables:

  1. Navigate to Setup and Maintenance work area.
  2. Click the Tasks icon and click Search.
  3. Search for Manage Receivables Descriptive Flexfields and click the corresponding link in the Name column.
  4. Select Transactions in the Module LOV and click Search.
  5. Select the Line Transactions row and click Edit.
  6. Select Contract Invoices in the Context LOV and click Create in the Context Sensitive Segments region.
  7. Enter the following data into the Create Segment page:
    1. Name: Contract Line ID.
    2. Code: Contract Line ID.
    3. API Name: contractLineId.
    4. Enabled: Yes.
    5. Data Type: Character.
    6. Table Column: INTERFACE_LINE_ATTRIBUTE9.
    7. Value Set: FND_FLEX_UPGRADE_FORMAT_ONLY_VARCHAR2_L30.
    8. Required: No.
    9. Prompt: Contract Line ID.
    10. Display Type: Text Box.
    11. Display Size: 18.
    12. Click Save and Close.
  8. Click Save.
  9. Select Contract Internal Invoices in the Context LOV and click Create in the Context Sensitive Segments region.
  10. Repeat step 7.
  11. Click Save and Close.
  12. Click Deploy Flexfield.
  13. Click Done.
  14. Create an Analysis in Transactional Business Intelligence containing the Line Transaction Interface Flexfield Segment 9 attribute.

Manage Receivables Descriptive Flexfields

Edit Descriptive Flexfield: Line Transactions

Create Segment

Tips And Considerations

This feature is a prerequisite to upcoming features that will enable you to see contract line number and contract line name in the invoice UI and reports in Receivables.

Key Resources

Role Information

Import Internal Contract Lines Using File-Based Data Import

You can import billing attributes for an intercompany contract using file-based data import.

You can import and update the following attributes:

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

You can use the action code column in LineInternalBillingAttributes.csv to create a new record or update an existing record. The following table explains the value and behavior of each option: 

 Value  Behavior
 INSERT  Creates a new record for billing internal attributes
 UPDATE  Updates existing billing internal attributes

Key Resources

Role Information

Schedule Generate Revenue Process

You can schedule the Generate Revenue process to run on a user-specified frequency and recognize revenue for new eligible transactions without having to manually increment the transaction date range.

With this feature enabled:

The following page shots illustrate the feature:

Generate Revenue - Parameters

Generate Revenue - Schedule

Steps to Enable

This enhancement can be enabled through opt in. No additional setup is required.

Tips And Considerations

Role Information

Project Performance Reporting

Access Project Performance Dashboard Using Custom Roles

Users other than project managers can access the Project Performance Dashboard and view the projects that they have access to by using a custom role that includes the relevant security privilege. For example, project team members can view the projects to which they are added, project accountants can view the projects that belong to the business units to which they have access, and business unit administrators can view the projects that belong to the business units which they administer.

Project Performance Dashboard

Steps to Enable

Assign the functional security privilege Manage Project Performance (PJS_MANAGE_PROJECT_PERFORMANCE_PRIV) to custom roles and grant these custom roles to users who require to access the Project Performance dashboard.

Tips And Considerations

Role Information

View Project Performance Reporting Data Using Project Calendar in Real-Time Analyses

You can use the Project Calendar dimension in analyses and dashboards that you build in Oracle Transactional Business Intelligence (OTBI) using the Projects - Performance Reporting Real Time subject area. Use this information to gain a more accurate picture of the performance of your projects through the ITD, PTD, and EAC performance measures, based on project calendar periods.

Example of an Analysis Built Using the Projects - Performance Reporting Real Time Subject Area

Steps to Enable

Include attributes from the Projects Calendar dimension in the BI analytics built using the Projects - Performance Reporting Real Time subject area.

Tips And Considerations

Key Resources

See the following topics in the chapter Subject Areas and Predefined Analyses of the Oracle Project Portfolio Management Cloud Creating and Administering Analytics and Reports guide:

Role Information

Grants Management

Access Awards by Award Organization Hierarchy

As a department-level award administrator, manage awards belonging only to the organizations granted to you, instead of all the organizations in the entire business unit. Use the new Grants Department Administrator role to efficiently manage the awards similar to the current business unit level Grants Administrator role.

For example, Sophie can manage awards and projects belonging to College of Science, Physics and Biology organizations because as grants department administrator she is assigned to the College of Science parent organization. Whereas Jack and Alex can only manage awards belonging to their organizations, Physics and Biology respectively. Jack and Alex cannot manage awards that belong to the College of Science parent organization. As the grants department administrator they can view costs and commitments for their awards.

Data Access Assignments for Grants Department Administrator User

If the project organization is not the same as the award organization then the user must be assigned to the project organization using the Project Administrator role and Project Organization Classification context in the Manage Data Access page. By doing so, they can manage project financial settings, project plan and other functions in the Project Financial Management work area. The users require similar access to manage the budget for the award project in the Awards work area.

Steps to Enable

Use the job role Grants Department Administrator to manage awards belonging to certain organizations and not the entire business unit. For data access, assign the user to the Award Organization Hierarchy context available to the Grants Department Administrator role and provide the organization hierarchy, version, and starting organization. The starting organization can be any node in the organization hierarchy. If a higher level organization is selected, then the user can access awards that belong to the starting organization and any of the organizations under the starting organizations.

Assign Data Access to the Grants Department Administrator

Tips And Considerations

NOTE: The seeded Project Administrator role does not have access to set the budget to baseline.

Key Resources

Related Help Topics:

Role Information

Fund Award and Award Project in a Different Currency than Ledger Currency

Manage awards in a different currency other than the ledger currency. The projects associated with the award have the same currency as the award currency. Use this feature by clicking the Enable Multicurrency option on the Specify Customer Contract Management Business Function Properties page for the corresponding contract business unit.

You can create an award in a different currency other than the ledger currency using the user interface or file-based import. When using FBDI, if currency is not provided in the XLSM, then the currency from the award template is used. If an award template is not provided in the XLSM, then the ledger currency of the contract business unit is used as the award currency.

Create Award in Different Currency than the Ledger Currency

The budget and the control budgets for award project are created and managed in the project currency.

View the financial details for the award in both award and award ledger currency on the Award home page. Drill down to the Manage Project Costs or Manage Committed Costs page to see the costs and commitments in all currencies.

Financial Details of the Award

Steps to Enable

Select the Enable Multicurrency option on the Specify Customer Contract Management Business Function Properties page for the corresponding contract business unit.

Enable Multicurrency for Contract Business Unit

Tips And Considerations

Key Resources

Related Help Topics:

Role Information

Warn Users When Supplement Funding is Added Instead of Base Funding

Warn users if they attempt to create the Supplement funding type as initial funding for a funding source instead of the Base funding type.

A warning message displays when grants administrators and principal investigators create the initial funding for a funding source with the funding type as Supplement. If they don't want to continue, they should select the funding type as Base to create the initial funding.

Warn User When Initial Funding is Supplement Funding Type

Steps to Enable

No steps are required to enable this feature.

Role Information

View Billing Information on the Review Award Page

Grants administrators and principal investigators can view key billing information of an award, such as invoice method and revenue method, on the Review Award page.

You can view the billing details for a draft award contract as soon as the bill plan and revenue plan is created for the contract line. For active, pending approval and under amendment award contracts, the billing details are shown from the current active version of the contract.

Review Billing Details

Steps to Enable

No steps are required to enable this feature.

Role Information

Project Management

Designate New Tasks as Automatically Scheduled Tasks

Create new tasks and have them designated as automatically scheduled tasks as the default schedule mode. For example, you can create a series of tasks and link them in a dependency chain. When the first task in the chain is designated as automatic, the work plan schedules without the need to enter or modify the date for the first task. This approach modifies the existing default approach where new tasks are designated as manually scheduled tasks until either a predecessor exists or the project manager manually changes the option.

This feature makes planning more streamlined and less confusing as it eliminates the need to enter a start date on the first task in a dependency chain for subsequent tasks to be scheduled.

Show the Schedule Mode Column to View and Edit the Mode for a Task

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Role Information

Enhance Project Manager Experience to Directly Plan for HCM Resources

Directly select employees and contingent workers from HCM when planning your projects. When you select the person, the application automatically adds the person as a project enterprise resource with the project team member role. This automation eliminates the need for a project application administrator to get involved and streamlines the project planning process.

This feature allows project managers to find labor resources in the list of employees and contingent workers in HCM directly without waiting for them to be added as Project Enterprise Resource first. Project Managers can now see all the labor resources and whether they come from the Project Enterprise Resource directory or from HCM directly in a single list. And whenever the project manager selects a labor resource directly from HCM, it gets added to the Project Enterprise Resource list with default attributes from HCM.

Selecting an HCM Person for Project Planning

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Role Information

Manage Custom Objects Using Application Composer

Create custom objects to track data about an object that is not already delivered with Oracle Project Portfolio Management Cloud. After you create the object, you can then add new fields and design user interface pages where your users can enter object records. Generate REST services for your new objects. For example, you can create a new project risk object to capture and track risks.

When you create a custom object, you can:

Creating a Custom Object Using Application Composer

Steps to Enable

You must create new custom objects to take advantage of this feature. Existing use of application composer is not impacted.

High level steps for creating a custom object:

  1. Create and activate a sandbox.
  2. Create a custom object.
  3. Add fields to the custom object.
  4. Create actions for the custom object.
  5. Create pages for the custom object.
  6. Optionally create one or more child custom objects and build out those objects.
  7. Add the main custom object page to the springboard and navigator as needed.
  8. Test.
  9. Publish the sandbox.

Tips And Considerations

When you navigate to Application Composer, select the ERP and SCM Cloud application.

Selecting the ERP and SCM Cloud Application

Key Resources

Role Information

Manage Project Status Changes for Nonfinancial Projects Using Workflow

Manage the complete project status life cycle for nonfinancial projects with an enhanced project status model. With the enhanced model, you can define approval workflow for a status, control the actions allowed in any status, and define what the next allowable status is in the life cycle of the project.

With this feature, the project status approval workflow can also be configured for nonfinancial projects. Additionally, when a project is enabled for financial management the project status remains unchanged as it is no longer inherited from the project template.

Steps to Enable

To enable workflow for a particular project status:

  1. Navigate to the Setup and Maintenance work area.
  2. Search for the Manage Project Statuses setup task and open it.
  3. Select the Enable Workflow for a status check box which needs to be enabled for workflow. 
  4. Select statuses for the Status After Change Accepted and Status After Change Rejected.
  5. Save and close the page.

To configure the workflow for the project status change:

  1. Navigate to the Setup and Maintenance work area.
  2. Search for the Manage Task Configurations for Project Execution Management setup task and open it.
  3. Search for the ProjectStatusNotificationApproval task.
  4. Change the workflow rules as needed.

Tips And Considerations

Key Resources

Related Help Topics:

Role Information

Specify a Default Project Starting Status in Project Execution Management

Specify a default initial status for projects created for planning and scheduling work such as nonfinancial projects. You can specify the default initial status for these new projects to be created using the Manage Project Statuses setup task. If there are multiple or no eligible initial project statuses defined, then new nonfinancial projects are assigned the Active status.

With this feature, if you have just one of the Project Statuses marked as Initial Project Status, then all nonfinancial projects created from user interface are created in the default initial status. Whenever a project is created using REST services or File Based Data Import, the project will be created in the default status if no project status is specified in the payload and if no project template is specified.

Set Initial Project Status on Manage Project Statuses Page

Steps to Enable

After opting-in, follow these steps to enable the feature:

  1. Navigate to Setup and Maintenance from the Settings and Actions menu.
  2. From the Tasks panel, select Search.
  3. Enter Manage Project Statuses in the search box and click the Search icon.
  4. Navigate to Manage Project Statues setup page.
  5. Select Initial Project Status checkbox for the appropriate project status and ensure it's unchecked for all the other project statuses.
  6. Save the changes.

Key Resources

Role Information

Allow Project Managers to Associate the Project to a Project Hierarchy Element

Project Managers can associate their projects to the project hierarchy element allowing the PMO and other executives to view project information within a project hierarchy. Expanding the outreach of project information keeps the extended virtual team invested in the success of the project.

Updating the Enterprise Project Hierarchy Element on the Project Details Page

Steps to Enable

Upgrade customers need to opt-in for this feature using the option Allow Project Managers to Associate the Project to a Project Hierarchy Element as part of the Project Execution offering. For new customers, this feature will be opted-in automatically.

Once the feature has been opted-in, then you can:

  1. Navigate to Manage Project Plan.
  2. Select the Project Name.
  3. From Edit Project Details, edit the Project Hierarchy Element to associate the project.

Tips And Considerations

Pre-Requirement: Opt-in Allow Project Managers to Associate the Project to a Project Hierarchy Element needs to be opted-in.

Key Resources

Role Information

Report on Gate Approvers in Oracle Transactional Business Intelligence (OTBI)

Report on gate approver statuses using Oracle Transactional Business Intelligence (OTBI). You can use OTBI to create reports and analytics showing gate approver details such as approver name, status, comments, and approval date.

You can see quickly across multiple projects the detailed state of gates that are currently in the In Review status, including which approvers have and have not approved the opening of a gate. You can also see historical statistics on approvals and elapsed time, by approver or by gate name.

Example of a Report You Can Create with This Feature

Steps to Enable

To use this feature, update an existing report in OTBI, or create a new report, and make use of the new columns.

Tips And Considerations

Key Resources

Role Information

Secure the Ability to Create Projects

Restrict which project managers have the ability to create projects using a security privilege and implementation-defined user roles. For example, the project management office can create a new role for associate project managers so that they can maintain existing projects, but not create any new projects, while allowing senior project managers to create and update projects.

The new privilege Create Project Work Plan now secures the create project access for non-financial projects. You can create new roles and remove this privilege to restrict the ability to create projects based on your business needs.

Note that the Create Project Work Plan privilege is automatically available for the users with Project Execution role. You must update any existing custom roles to add this privilege if you want users with the roles to continue to have access to creating projects.

Dove John is an Associate Project Manager Who Manages the Projects but Cannot Create New Projects

Steps to Enable

If you have defined custom roles prior to this release, ensure that you add the Create Project Work Plan privilege manually to the custom roles.

Create Project Work Plan Privilege Allows Users to Create New Non-financial Projects and the Privilege is Rolled up to the Project Execution Role by Default

Key Resources

Role Information

Track Actual and Remaining Expense Amounts Separately from Planned Expense Amounts

Capture actual and remaining expense amounts separately from the planned expense amount for the project tasks. For example, project managers can now capture the actual or remaining expense amounts that are beyond or within the planned expense amount. Project managers can compare planned, actual, remaining, and current expense amounts on the Manage Project Plan page or use Oracle Transactional Business Intelligence to analyze project expenses in detail.

This feature gives project managers greater visibility into project performance to identify potential execution issues sooner.

Project Manager Tracks Actual and Remaining Expense Amounts Separately from Planned Expense Amounts

Project Manager Reviews the Current Labor and Expense Amounts at the Task Level on the Manage Project Plan Page

Steps to Enable

To use this feature, you must enable the option “Capture actual and remaining expense amounts above or below planned expense amounts” on the Define Project Management Implementation Options page.

Once you enable the option, you cannot revert at a later point in time.

Enable the Option on the Define Project Management Implementation Options Page

Tips And Considerations

Key Resources

Role Information

Manage Gate Approvers in Work Plan Templates

Add gate approvers to projects when gates are added from work plan templates. Maintain current gate approvers for individual gates in work plan templates.

This feature allows you to streamline and standardize the management of gate approvers on projects. This is helpful when you have the same approvers on a type of gate across multiple projects.

Gate Approvers for a Gate in Work Plan Template

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Role Information

Project Resource Management

Nominate and Review Resources

Resource managers can nominate resources for a project resource request. Project managers review the nominated resources and update the status of nominated resources as the evaluation process progresses. Resource managers can also update the resource status on the request as needed. Project managers select the resource that best fits the needs of the project, determine the desired assignment status, and request approval of the resource from the resource manager. Resource managers review the requested resource and approve or reject the resource's assignment to the project based on the most current staffing demands.

When responding to a project resource request, resource managers have the option to nominate resources to a project manager for a detailed evaluation process. The project manager can communicate the status of each nominated resource while proceeding through the evaluation process. The resource manager will be apprised of the progress of each resource to gain insight into the evaluation conducted by the project manager. The resource manager can also set statuses for resources on the request to inform the project manager of things that may impact the resource on the request. The resource manager can withdraw a resource if more urgent or higher priority staffing needs arise. Having the knowledge of the resource's status in the evaluation process allows the resource manager to make informed decisions if the need to withdraw a resource occurs.

When the project manager decides on the desired resource, the project manager can request assignment approval from the resource manager. At that time, the project manager can decide whether it is most appropriate to have the resource fully confirmed or reserved on the project. The resource manager can approve or reject the resource based on the most current staffing demands, which may have changed from when the resource was originally nominated. This allows for more accurate staffing decisions in the midst of fluctuating supply and demand.

Resource Manager Nominates Resources for Request

Project Manager and Resource Manager Update Resource Status

Resource Manager Reviews Resource Requested by Project Manager

Steps to Enable

This feature is enabled by default for the resource manager and project manager, however, there is optional setup available to fully utilize the feature.

The project application administrator can select the project resource request fulfillment option that is most suitable to the organization:

  1. Navigate to the Setup and Maintenance work area.
  2. Search for the Manage Project Resource Management Implementation Options setup task.
  3. Under Project Resource Request Fulfillment section, choose one of the following options:

The project application administrator can also define staffing statuses that resource managers and project managers can use for nominated resources:

  1. Navigate to the Setup and Maintenance work area.
  2. Search for the Manage Project Resources Staffing Statuses work area.
  3. Select the Add Row icon to add staffing statuses.

Tips And Considerations

Key Resources

Role Information

Task Management

Oracle PPM Cloud Mobile Innovation

Project team members want actual time to be included with the time entries that are automatically populated to a new time card to streamline the entry and accuracy of collecting time. Actual time is based on the hours entered to the same time entries (tasks) on prior time cards when the user is charging the same couple of tasks week after week.  Additionally, users can quickly add time entries from the main time card page and create time entries while not connected to the internet. Finally, they can preview a summary of the time entered before submitting their time card.

.

Quickly Add Time Entries from the Time Card

     

Preview Your Time Entries Before Submitting

Steps to Enable

  1. Search for Oracle PPM Cloud Mobile in the Google Play or Apple App Store to find the application.
  2. Ensure that user has Projects Time Entry Profile for their time card.

Tips And Considerations

This feature is enabled by giving users the Project Time Entry Mobile Duty. This duty has all the privileges needed to access PPM and HCM rest services. The duty is rolled-up to the employee and contingent worker abstract roles out of the box.

This feature only supports the following set up:

Ensure the logged in user can enter and submit time on the web app (Navigator > About Me > Time > Manage Time Cards > Create Time Card)

Key Resources

Role Information

Control Progress Reporting by Project Team Members Based on Project Status

Specify the project statuses in which team members can report progress against the project tasks they are assigned. Team members will not be able to access tasks to progress them for a project with a status for which progress reporting by team members is not allowed. This applies to web application, REST services and Oracle PPM Cloud Mobile applications.

This feature gives greater control to the businesses in deciding when to allow team members to report progress in a project's life cycle based on their business processes. In the My Work work area, team members can only view their assigned tasks from a project if the current project status allows reporting progress by team members.

Project Status Control to Allow Progress Reporting by Team Members

Steps to Enable

To allow progress reporting by Project Team Members for a particular project status:

  1. Navigate to the Setup and Maintenance work area.
  2. Search for the Manage Project Statuses setup task and open it.
  3. Select the particular project status and refer to its details section. 
  4. Check the checkbox for 'Progress reporting by team members' in Status Controls section.
  5. Save and close the page.

Key Resources

Role Information

Display Project-Level Information in the View-Only Project Plan

Display project-level information, such as project manager, calendar, and schedule type along with extensible project attributes from the view-only project plan.

If you have access to view a project plan, you can easily view project level information through the link on the first row of the project plan.

Project Information from the View-Only Project Plan

Steps to Enable

Upgrade customers need to opt-in for this feature using the option Display Project-Level Information in the View-Only Project Plan as part of the Project Execution offering. For new customers, this feature will be opted-in automatically.

Once the feature has been enabled, any person with access to view a project plan can see the project-level information from the first row on the project plan.

Link for the Project-Level Information from the View-Only Project Plan

Tips And Considerations

Key Resources

Role Information

Display Deliverables in the View-Only Project Plan

Display deliverables associated to tasks from the view-only project plan. This enables anyone with access to the view-only project plan to see the latest information about key project deliverables.

You can track the deliverables for each task in the project context and view the information of each deliverable including the name, owner, status, need-by date, and attachments if they were entered.

Deliverables for a Project Task

Steps to Enable

Upgrade customers need to opt-in for this feature using the option Display Deliverables in the View-Only Project Plan as part of the Project Execution offering. For new customers, this feature will be opted-in automatically.

Once the feature has been opted-in, if you have access to view a project plan, then you can:

  1. Navigate to My Work work area.
  2. From Tasks Panel tab, choose View Projects to search for any project. 
  3. Select the project name for which you want to view the deliverables.
  4. Make sure the column Deliverables is visible.
  5. Identify the deliverables that you need to view for each task and click on one of them to view the details.

Tips And Considerations

Pre-Requirement: Opt-in Extended Access to View Project Plans needs to be opted-in.

Key Resources

Role Information

Provide Access to View-Only Project Plans for Participants of the Project Hierarchy

Provides access to the project plan in view-only mode to participants of an element in the Enterprise Project Structure project hierarchy. Access to the view-only project plan is through Oracle Task Management Cloud.

All participants in an enterprise project structure element can easily view all information available about a project plan such as general details, task details, work items, and deliverables. If you are a participant on a parent element, then you can view this information for all projects for that element and for its child elements.

Participants of an Element in Enterprise Project Structure

Steps to Enable

Upgrade customers need to opt-in for this feature using the option Provide Access to View-Only Project Plans for Participants of the Project Hierarchy as part of the Project Execution offering. For new customers, this feature will be opted-in automatically.

Once the feature has been opted-in, you need to add participants on the corresponding enterprise project structure elements to give them access to view the project plans for those projects. You can view project plan information from anywhere where the project contextual information icon is displayed, for example, from the Project Hierarchy Dashboard, open the project contextual action:

  1. In the project contextual action popup, open the second tab called Actions.
  2. Open the View Project Plan link.

Tips And Considerations

Pre-Requirement: Opt-in Extended Access to View Project Plans needs to be opted-in.

Key Resources

Role Information

Update 18B

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Feature Notes
20 APR 2018   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.

Customers Upgrading from Release 12

If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13.

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)

We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways:  by using the New Features work area, or by using the Setup and Maintenance work area.

To opt in using the New Features work area:

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

To opt in using the Setup and Maintenance work area:

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

Feature Summary

Action Required to Enable Feature

Feature

None (Automatically Available)

Enable via Opt In UI Only

Enable via Opt In UI Plus Additional Steps

Not Enabled via Opt In UI but Setup Required

Issue Service Request

Project Foundation

Leverage New Project Contextual Action

Quickly Access Another Project from Anywhere in Project Financial Management Work Area

Review Project Period Close Exceptions in an Analysis

Allow Negative Burden Multipliers

Use the Project Customer Dimension with the Projects - Cross Subject Area Analysis - Real Time Subject Area

Allow Percentage Field in Project Classification Codes to Contain Decimals

Save Time Searching for Projects Due to Retained Search Results

Enhanced Exception Handling for Projects Import Using File-Based Data Import

Project Control

Refresh Currency Conversion Rates

Assign Resource at Line Level or Periodic Level Using File-Based Data Import

Defer Budget Generation When Setting a Financial Project Plan Baseline

Derive Amounts Automatically Using File-Based Data Import

Create and Assign Resources to a Project Forecast Using a SOAP Service

Automatically Add Resources to Planning Resource Breakdown Structures

Maintain Workflow and Multicurrency Settings on Financial Plan Types

Project Costing

View Bill Rate Overrides for Managing Project Costs

Review and Approve Project Cost Adjustments

Create External Project Commitment Transactions Incrementally Using a SOAP Service

Mobile Project-Based Time Capture Ease of Entry and Navigation

Project Billing

Drill Down to a Project Contract Invoice and Billing Event Detail from Real-Time Analysis

Invoice Internal Contracts with Open Receivables or Post to GL Indicators Unchecked

Contract Amendment Without Versioning

Expanded Cross-Subject Area Reporting Between Project Billing and Receivables

Allow Invoice Processing in Any Sequence

Performance Obligation Accrual

Identify a Contract for Migration of Invoice and Revenue Details

Project Optionally Required on Billing Event

Project Performance Reporting

View Project Performance Reporting Data in Real-Time Analyses

Project Management

Use Facet Filters to Efficiently Manage Project Resources

As-of-Date Scheduling

Create and Read Change Orders Using a REST Service

Task Management

Track Work Items in View-Only Project Plan

Project Resource Management

Propose Multiple Resources for Project Resource Request

Secure Resource Supply

Grants Management

Drill Down to Award Overview from Real-Time Analysis

Allow for Projects not Enabled for Budgetary Control to be Created in Quick Create Award

Enhanced User Interface for Grants Management

Project Foundation

Leverage New Project Contextual Action

Use the project contextual actions throughout Oracle PPM Cloud. Project contextual actions enable you to view information and navigate and perform project-related actions while in the context of your current work.

This replaces the previous project contextual action and expands it to additional pages with alternate navigation options. For example, a resource manager can use the project contextual action on the project resource request to get a quick snapshot of key project details. Similarly, anyone reviewing a change order can learn about the project from the contextual action and, with appropriate access, navigate to view the project plan details.

View the Project Contextual Action on a Project Resource Request

Navigate to View the Project Plan

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Role Information

Quickly Access Another Project from Anywhere in Project Financial Management Work Area

Access a project from anywhere within the Project Financial Management work area by simply searching by project name. When you select a project, you will navigate to the Project Overview page in the context of that project.

This minimizes the number of clicks and time to select another project, while working on a specific project function. For example, if you are in the Manage Financial Project Settings page to add a team member to a project, you can quickly select another project to add team members to another project using this feature. You can find the Open Project option in the panel drawer of the Project Financial Management work area. The Open Project window allows you to search and select a project, while also suggesting projects as you type.

The 'Open Project' Link in the Panel Drawer

Quickly Search and Open a New Project Using the 'Open Project' Feature

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Role Information

Review Project Period Close Exceptions in an Analysis

Project accountants can review project period close exceptions using the Projects - Period Close Exceptions subject area in Oracle Transactional Business Intelligence. They can create their own analysis and view pending transactions by using dimensions such as project, task, expenditure type, project organization, and type of message.

The subject area displays data after you run the Project Accounting Period Close Exceptions Report or the Accounting Period Close Exceptions Report process from the Actions panel tab in Project Costing. You can simply schedule to run the reports and all data will be automatically refreshed in Oracle Transactional Business Intelligence.

Create an analysis or consolidate different indicators into a single dashboard. You can group the exceptions by the message name to create different representation of the same data. Use filters for a better analysis and prioritize the actions by the message type.

Accounting Period Close Exceptions Dashboard - Overview

Get visibility of pending transactions by project and work with project managers to fix or reduce the number of exceptions. Review the source of the transaction to identify possible bottlenecks. Schedule an Agent in Oracle Transactional Business Intelligence to send the exceptions report to the main stakeholders on a regular basis, the collaboration on the exception resolution can help closing the period quickly.

Accounting Period Close Exceptions Dashboard - Project Detail

If you want to take a closer look into the transactions, you can drill down from the dashboard to a detailed analysis, and then open the Expenditure Item details to edit the data or initiate an action. Creating detailed analysis and links between the dashboard and analysis gives you more flexibility to act upon the issue and fix the exception.

Detailed Analysis

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Related Help Topics:

Role Information

Allow Negative Burden Multipliers

Apply negative burden multipliers to calculate the burdened cost, revenue, or bill amount of expenditure items that are only partially reimbursable.

In scenarios where the sponsor of a project agrees to pay only a certain percentage of the total project costs, you can now apply appropriate burden multipliers to account for the portion of the costs that is not recoverable. For such cases, you can apply a negative burden multiplier to calculate the burdened cost, revenue, or bill amount of each expenditure item.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Role Information

Use the Project Customer Dimension with the Projects - Cross Subject Area Analysis - Real Time Subject Area

Added dimensions for Project Customer added to the Projects – Cross Subject Area Analysis – Real Time for enhanced ability to create Analysis based on the Project Customers associated with Projects.

Previously this subject area included all the key financial measures for forecast, cost, budget, revenue but lacked effective ways to create analysis to show this information based on Project Customers. As a result, it was not possible to show these measured by customer.

With the addition of these new Project Customer dimensions, it is now possible to more effectively report on project financials by the Customer associated to the project on the Parties tab found by selecting Manage Financial Project Plan from the Tasks menu on the Project Overview.

Steps to Enable

Create a reporting analysis with the Project - Cross Subject Area Analysis - Real Time. Open the Projects Folder and then open the Project Customers folder to find the new attributes available to add to an analysis.

Allow Percentage Field in Project Classification Codes to Contain Decimals

Users can now assign project classifications and codes to a project using percentages in decimals (Example: 20.5% Internal 79.5% Federal).

This feature is enabled both on the UI and File-Based Data Import. It will allow users more granular control over their project classifications and assignments. 

Steps to Enable

This feature is enabled by default.

Tips And Considerations

Key Resources

Save Time Searching for Projects Due to Retained Search Results

Allows user to search for a set of projects using a search criteria, and then retain the search in order to work efficiently on them without querying for them again.

Generally, the project administrators and project team members search for a list of projects to view or update details on a subset of those projects, if not all. For example, if the project administrator wants to change the project manager on all the projects related to the customer 'Dixon', they can search for projects starting with Dixon, and navigate to the Manage Financial Project Settings page to add a new project manager. When they return to the My Projects page, the search results are retained and they can then select the next Dixon project to repeat the action, without having to search for the project again.

Retained Search Results

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

If you need to work on multiple projects, use a specific search criteria to search the projects such that you don't have to search for the projects again.

Role Information

Enhanced Exception Handling for Projects Import Using File-Based Data Import

File-Based Data Import lets users load data into Oracle Cloud Applications from external sources such as legacy systems or third-party applications. In the current reporting framework, users upload data from an Excel template and the success or error report data is shown in the form of a PDF report. The new framework additionally provides end users with a downloadable Excel file containing the error report. The users can use the Excel file to correct the errors and upload the data into the application.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Correct the errors in the Import Projects Rejections report and generate the CSV files again. If the Import Projects Rejections report is not generated due to large volume of failed records (greater than the 65535 Excel limit), correct the errors in the original Import Projects template and generate the CSV files.

Key Resources

Role Information

Project Control

Refresh Currency Conversion Rates

Retrieve the latest currency conversion rates defined in the application during financial project planning, budgeting, and forecasting. For example, you plan for the next five years with the current currency conversion rates. Later, you can choose to refresh the rates to update your plan based on the latest available information.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Role Information

Assign Resource at Line Level or Periodic Level Using File-Based Data Import

You can choose whether to enter data for resource assignments at line level or periodic level for budget lines or forecast lines using file-based data import.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Role Information

Defer Budget Generation When Setting a Financial Project Plan Baseline

Set the financial project plan baseline and continue with other activities such as capturing progress without waiting for the generation of a budget version to be completed. The application will either immediately generate the budget version or defer the generation using background processing based on the size of the project.

Steps to Enable

No steps are required to enable this feature.

Key Resources

Role Information

Derive Amounts Automatically Using File-Based Data Import

Calculate amounts for rate-based resources while creating budget or forecast lines using file-based data import. When specifying only quantity, the import process will determine the rate and calculate the amounts for the line based on the rate settings of the respective financial plan type.

Steps to Enable

No steps are required to enable this feature.

Key Resources

Role Information

Create and Assign Resources to a Project Forecast Using a SOAP Service

Create and assign new resources to a project forecast when you create forecasts using the Project Forecast SOAP service.

Using the Project Forecast SOAP service you can now perform multiple operations in a single flow. For example, in a single operation, you can now add new resources to a project-specific planning resource breakdown structure while creating the forecast lines.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Role Information

Automatically Add Resources to Planning Resource Breakdown Structures

Add resources to the planning resource breakdown structure of a project after you complete planning and scheduling and choose the action to update the financial plan. If a project uses a project-specific planning resource breakdown structure, then the update process automatically adds any missing resources for named-person and expenditure type resource formats.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Role Information

Maintain Workflow and Multicurrency Settings on Financial Plan Types

Project application administrators can easily maintain the existing financial plan types by allowing modifications to the workflow status change attribute. They can also enable a financial plan type for multicurrency after creating a financial plan type version.

The flexibility to modify the workflow status change and multicurrency attributes in an existing financial plan allows the users to address any required changes based on the organization requirements.

Edit Financial Plan Type

Steps to Enable

No steps are required to enable this feature.

Key Resources

Role Information

Project Costing

View Bill Rate Overrides for Managing Project Costs

You can view the bill rate override values for an expenditure item in the Manage Project Costs page. These values are also available for reporting within the Project Costing – Actual Costs Real Time and the Project Costing – Expenditure Item Performance - Real Time subject areas. The values that are now displayed are Override Source Application, Source Reference Identifier, Override Bill Rate, and Override Bill Rate Currency.

You can identify which Expenditure Items were updated with Bill Rate Override values that were used to generate revenue labor and nonlabor transactions when using rate-based billing methods.

The following screen captures illustrates the feature and its benefits.

Manage Project Costs Expenditure Item - Billing

Project Costing - Actual Costs Real Time

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Expenditure item bill rate override values are populated and updated through the use of Project Expenditure Items REST Endpoints.

Role Information

Users must be assigned to a role that has access to the privilege "PJC_MANAGE_PROJECT_EXPENDITURE_ITEM_PRIV".

Review and Approve Project Cost Adjustments

Review the pending adjustments performed on your project costs and then approve or reject the adjustments based on your business rules. You can use the newly added project cost attributes such as expenditure type, project type, expenditure organization, and funding source to configure your business rules appropriately in the approval workflow.

Available Workflow Payload Attributes

Available Workflow Payload Attributes

You can use the following 47 new attributes that are available in the project cost adjustment workflow to define approval rules:

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

  1. The following attributes that are prefixed with New are applicable only for the Transfer and Split and Transfer cost adjustments. For example, the New Project Number attribute maps to the project number of the new project to which a project cost was transferred.
  1. The attribute New Work Type indicates the classification of the new work associated with the project cost.

Key Resources

Role Information

This feature is enabled by default for the Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB) role who can perform administrative actions in the workflow such as creating and editing approval rules.

Create External Project Commitment Transactions Incrementally Using a SOAP Service

Use the Project Unprocessed Commitment Transaction SOAP service to create external project commitment transactions incrementally. You don't have to purge existing external commitment transactions for a transaction source or project to create new external commitment transactions for the project. This feature enables you to create only the new external commitment transactions without having to manually track and maintain existing external commitment transactions outside the application.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

If you don't want to delete existing external project commitments for a project or transaction source, then you must pass a value of Y for the new parameter incrementallyReceiveTransactions in the service request payload. This parameter determines if the existing external project commitments are retained in the application or not.

If you provide the value:

Key Resources

Role Information

This feature is enabled by default for the following roles:

Additionally, the feature is also available for the Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT) abstract role.

Mobile Project-Based Time Capture Ease of Entry and Navigation

Project team members want to be able to quickly navigate and easily enter their actual time worked. Team members can add time entries for a selected day and those same time entries will automatically be included for the remaining days within the time period. The start day of the mobile time card user's standard work week will be determined by the start day of the time period in the web application.

As executives digitally transform their organizations, one of their focus areas is mobilizing their employees' day-to-day activities. One important daily activity is understanding what employees are working on and how billable they are. A simplified mobile time capture capability on an employee’s smartphone provides value into downstream activities that rely on accurate time capture such as revenue forecasts, labor costs, and resource utilization. Capturing time also increases the accuracy in estimating future work on similar projects and tasks.

Mobile Time Card Now Supports Any Time Period Start Day

Steps to Enable

  1. Search for Oracle PPM Cloud Mobile in the Google Play or Apple App Store to find the application
  2. Ensure that user has Projects Time Entry Profile for their time card.

Tips And Considerations

This feature is enabled by giving users the Project Time Entry Mobile Duty.  This duty has all the privileges needed to access PPM and HCM rest services.  The duty is rolled-up to the employee and contingent worker abstract roles out of the box.

This feature only supports the following set up

Ensure the logged in user can enter and submit time on the web app (Navigator > About Me > Time > Manage Time Cards > Create Time Card)

Key Resources

Role Information

Project Billing

Drill Down to a Project Contract Invoice and Billing Event Detail from Real-Time Analysis

You can now navigate from an Oracle Transactional Business Intelligence (OTBI) report containing project contract billing information to view a specific invoice or billing event in the application.

Using deep linking, you can use an Action link to configure the ability to link directly to the related record as shown below.

Billing Event Deep Link Landing Page

Steps to Enable

Deep linking to project contract invoices and billing events can be enabled by configuring Action links in Oracle Transactional Business Intelligence (OTBI). For deep linking to project invoices, the subject area must include the Invoice ID attribute and, for billing events, the subject are must include the Event ID attribute.

For example, the subject area Project Billing -  Invoices Real Time has the Invoice ID attribute. The Project Billing - Events Real Time has the Events ID attribute and can be used to deep link to billing events.

  1. Create an analysis and make sure the Invoice ID or Event ID is included in the analysis. (Note: The Action Link can be added to any column in the report and, if desired, the Invoice ID/Event ID attribute can be hidden from the result, but must be included to support deep linking.)
  2. From the column gear icon menu, select Column Properties.
  3. Select the Format tab and set the Decimal places to 0. (Note: This needs to be set on the Invoice ID or Event ID column even if a different column is used for the action link).
  4. Select the Interaction tab.
  5. Select Action Links from the Primary Interaction menu.
  6. Give the action link a name and select the Create New Action icon and select Navigate to a Web Page.
  7. Copy in the URL as described below.
  8. Define the Parameters using the parameters provided in the table below.
  9. Select the Options button and check the Open in New Window check box.
  10. Select OK to close the pop ups and return to the report.

Your done! Now from the Results tab you can click on a value in one of the attributes in the column and the Action Menu item will appear. Select the Action link to open the related Invoice or Billing Event in the application.

DEEP LINK URL

Use the following URL with the associated parameters for your environment depending on whether you are creating a deep link for contract invoices or billing events. Replace the <> and text as defined below.

https://<your environment path>/fscmUI/faces/deeplink?objType=@{1}&action=NONE&objKey=@{2}=@{3}

To get <your environment path> log into the application and select the Home page to get the unique address for your environment.

DEEP LINK PARAMETERS

Use the following parameters to complete the Action Link for project invoices.

Name Prompt Type Value Fixed Hidden Optional
1   Object Type   Value   PROJECT_INVOICES X X  
2   Object Key   Value   InvoiceId X X  
3   Invoice ID   Column Value   "Invoice details"."Invoice ID" X X  

Use the following parameters to complete the Action Link for project billing events.

Name Prompt Type Value Fixed Hidden Optional
1   Object Type   Value   INV_BILLING_EVENTS X X  
2   Object Key   Value   eventId X X  
3   Invoice ID   Column Value   "Event details"."Event Key" X X  

Tips And Considerations

Key Resources

Role Information

Users must have privileges with access to project invoices or billing events and OTBI to use deep linking.

Invoice Internal Contracts with Open Receivables or Post to GL Indicators Unchecked

You can choose to set the Open Receivables or Post to GL indicators on the Accounts Receivable Transaction Type setup to Yes or No for Intercompany and Interproject contracts.

Currently you must set the Open Receivables and Post to GL indicators to Yes for Oracle Receivables Cloud to process the invoices. Uncheck the Open Receivables indicator on the Receivables Transaction Type if you want to transfer funds to clear balances, rather than paying individual invoices. You can also choose to leave the Post to GL indicator unchecked to prevent accounting of these invoices in Oracle Receivables Cloud.

Steps to Enable

This feature is enabled by default. The following screen capture illustrates the indicators to be unchecked on the Accounts Receivable Transaction Type

Open Receivables and Post to GL Indicators on the Accounts Receivable Transaction Type

Key Resources

Role Information

Contract Amendment Without Versioning

You can now decide if you want a new version created each time you amend a contract. Versioning provides a historical record of the changes made to a contract and allows you to abandon the changes made and revert to the previous version. Versioning also allows you to generate invoices and recognize revenue from a previously active version without reactivating the current version. Not versioning a contract may contribute to better performance as there is less historical data to retrieve and process, but prevents invoicing and revenue recognition for the contract while it is under amendment.

When you amend a contract without versioning, you set the contract status to Under Amendment and you change the values of attributes directly on the latest version. Until you approve the amendment and because the application does not know the previously approved values, you cannot generate invoices or revenue, nor even further process or adjust existing invoices or revenue for such a contract. When you do approve the amendment, the application cannot identify what attributes you have changed, so no previously processed transactions are marked for adjustment processing.

The following screen captures illustrate the feature and its benefits.

Edit Contract Type

Amend Contract

Steps to Enable

Select the option Allow amendment without versioning on the Edit Contract Type page for the applicable contract types.

Tips And Considerations

You should amend a contract with versioning, whenever amendments may affect past invoicing and revenue recognition.

You should amend a contract without versioning only when users can complete the amendment from end to end in minutes and past invoicing and revenue recognition is unaffected. Good examples include:

Role Information

Expanded Cross-Subject Area Reporting Between Project Billing and Receivables

Create more robust cross-subject are reports between project billing and receivables subject areas leveraging new common dimensions for enhanced ability to bring data from both areas together in a single analysis.

The Project Contract Header folder and related dimensions has been added to the Receivables - Transaction Real Time subject area and the Transaction Date and Transaction number have been added to the Project Billing - Invoices Real Time subject area.

In addition to Project Billing - Invoices Real Time, many other project billing subject areas include the Project Contract Header folder and common dimensions. Below is an example of an analysis now possible with this enhancement.

Steps to Enable

The following table shows the new common dimensions shared between the subject areas.

Project Billing - Invoices Real Time Receivables - Transactions Real Time
  •   Receivables Invoice Detail
    • Transaction Date
    • Transaction Number
  • Project Contract Header Details
  •   Transaction Details
    • General Information
      • Transaction Date
      • Transaction Number
    • Project Contract Header Details

Tips And Considerations

Key Resources

Role Information

The Role for Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB) includes the ability to access Receivables transaction data related to invoices and revenue transactions they have access to in Projects Billing.

Allow Invoice Processing in Any Sequence

You can choose to allow project contract invoices to be processed through their normal life cycle in any order. You no longer need to submit, approve, or release invoices in ascending invoice number sequence.

Previously, you had to process invoices in ascending invoice number sequence, so your customers would see the oldest transactions and invoices first and there would not be any gaps in the invoice number sequence in Project Billing. Now you can process the project contract invoices in any order.  This allows you to decentralize invoice approval, approve invoices more quickly, and improve cash flow.

Steps to Enable

Set the Allow invoice processing in any sequence profile option to Yes. The following screen capture illustrates the setup.

Manage Administrator Profile Values

Tips And Considerations

By enabling invoice processing in any sequence, you can end up with the following results:

Role Information

The profile option is defaulted to No, but can be overridden by the Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB).

Performance Obligation Accrual

You can now record the initial performance event that accrues the contract asset and contract liability for a performance obligation, under the new IFRS 15 and Accounting Standards Codification 606 revenue guidelines.

The new revenue standard calls for an end to the use of Unbilled Receivables and Deferred Revenue, as of day 1 of your fiscal year starting in 2018. In its place, the revenue standard mandates you accrue the full value of a performance obligation once performance has begun.

We have renamed the Reclassify Billing Offset Balances process Create Accounting Transactions. When you run Create Accounting Transactions, you:

The following screen captures illustrate the feature and its benefits.

Create Accounting Transactions

Manage Accounting Transactions

View Original Accounting Transaction Details

Steps to Enable

Insert rows for applicable ledgers and Oracle Fusion Contracts source document type, with Extraction Start Dates that are the first day of the accounting period in which you need performance obligations to be accrued. 

The following screen capture illustrates the setup needed.

Manage System Options in Revenue Management

Tips And Considerations

When you accrue performance obligations, you create Project Billing accounting transactions, similar to billing offset reclassifications, but with a unique accounting type. You should change your Subledger Accounting (SLA) setup for the reclassify billing offsets accounting event class to derive contract asset and contract liability accounts for external contracts. You should similarly change your SLA setup for the external revenue and invoice accounting event classes.

Role Information

Identify a Contract for Migration of Invoice and Revenue Details

You can identify a contract in Oracle Sales Cloud to migrate invoicing and revenue details from an external system to Oracle PPM Cloud. The identified contract generates revenue and invoice only for events marked for migration. Invoicing and revenue recognition for new transactions is processed only if the Migration in progress indicator is turned off.

You can summarize revenue and invoice amounts at the project or associated task level in the existing system and then create migration billing events in Oracle PPM Cloud with event amount equal to the summary amount. The identified contract generates revenue and invoice only for events marked for migration. You cannot make adjustments to invoices and revenue that contain migration events.

You can reconcile revenue and invoice balances in Oracle PPM Cloud with the corresponding balances in the existing system. After successful reconciliation, you can turn off Migration in progress indicator for the identified contract and process new transactions for invoicing and revenue recognition.

Steps to Enable

Enable the Migration in progress indicator in the billing setup for a contract. The following screen capture illustrates the indicator to be enabled.

Identify a Contract for Migration of Invoice and Revenue Details

Tips And Considerations

Invoicing and revenue recognition for new transactions is processed only if the Migration in progress indicator is turned off.

Role Information

Project Optionally Required on Billing Event

You can now choose to require each active contract line to have at least one associated project and every billing event to have a project specified. A new Manage Administrator Profile option has been added which includes the option to enforce projects on all events. This be a crucial benefit for organizations that rely on this information to, for example, define subledger accounting based on the project selected on the event. Enabling this feature enforces validation on all entry points including FBDI and services.

Steps to Enable

  1. Navigate to Setup and Management from the Settings and Actions menu.
  2. From the task panel, select Search.
  3. Enter "Manage Administrator Profile Values" in the search box and select the search icon.
  4. Select Project Billing in the Application search field and select the Search button.
  5. Select the new PJB_PROJ_REQUIRED profile option.
  6. Set the Site option to Yes.
  7. Select Save and Close.

Now you can confirm the setting by navigating to the Create Billing Events page and attempt to save the event without selecting a Project and the following error will now appear.

Tips And Considerations

Role Information

To set the new profile, the user must have existing roles with access to the Setup and Administration work area.

Project Performance Reporting

View Project Performance Reporting Data in Real-Time Analyses

View project performance reporting data by creating analyses and dashboards using the Projects - Performance Reporting Real Time subject area in Oracle Transactional Business Intelligence. You can create real-time analyses to view metrics, such as ITD actual cost, ITD revenue, and EAC budget cost for projects in both project and ledger currencies. You can also view summarized data for the task hierarchy, resource hierarchy, and specific tasks and resources for a project or group of projects.

Example of an Analysis Built Using the Subject Area

Example of an Analysis Built Using the Subject Area

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

See the following topics in the chapter Subject Areas and Predefined Analyses of the Oracle Project Portfolio Management Cloud Creating and Administering Analytics and Reports guide:

Role Information

Project Management

Use Facet Filters to Efficiently Manage Project Resources

Use the facet filter on the Manage Project Resources page to filter and search on a variety of resource-related fields. As the project manager, use keyword search to locate resources by name, status, and role to display specific resources in the search results when sorting through larger quantities of resources on projects. Project Managers can organize and find their resources in a meaningful way using keyword search and filtering options. Filtering makes it easy for project managers to narrow down resources.

Keyword search and filtering is an essential feature for enhancing the user experience for project managers. Filters and keyword search empower project managers to narrow down resources to only the resources that match their unique preferences. Project managers can better analyze data when using filters to expose only the information relevant at a given time. Project managers can minimize and maximize filters and completely hide all filters from view.

All Labor Resources

Filtered for Planned and Confirmed Labor Resources

Steps to Enable

The filters are available to project managers automatically.

  1. Navigate to the Manage Project Resources page.
  2. On the left hand side of the page, choose the option to Show Filters.
  3. Update filters as appropriate.

Tips And Considerations

The project manager can enter a resource’s name in the keyword search tool to locate resources. Project managers can filter by resource type, status, start date, end date, and role.

Role Information

As-of-Date Scheduling

Schedule projects as of a specific date in the past or future. For example, project managers can schedule legacy projects as of a past date, or pipeline projects that are yet to start on a future date.

This feature enhances the project manager's capability to efficiently schedule projects and eliminates the need to manually track the project schedules for past or future dated projects.

Project Manager Chooses the Schedule Date From Schedule as-of Date Pop-Up

Project Manager Reviews the Plan After Scheduling the Project as-of a Specific Date

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Related Help Topics:

Role Information

Create and Read Change Orders Using a REST Service

Create and read project change orders using a Representational State Transfer (REST) Service. This service enables you to transfer or read change orders from external applications.

Request Payload to Create the Change Order

Response for the Request Payload

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

The REST API for Oracle Project Portfolio Management Cloud document on Oracle Help Center includes the overview of REST web services and the technical details of the REST APIs that you can implement.

Role Information

Task Management

Track Work Items in View-Only Project Plan

Exposes information on the work items related to a task in the View-Only Project Plan. Viewers of the project plan can track work items that drive the completion of the task without having to navigate to the Task Details page for each task, and can also use the work items to navigate to the associated objects.

The read-only information about work items include: the type of object and name, its revision, the current status, and the event that would complete the task. Also, if you have the appropriate privileges, you can navigate to the associated object using the Open Work Item icon.

Viewing Work Items Details

Steps to Enable

There are no steps to enable this feature, but you must display the "Work Items" column in View-Only Project Plan if you want to see the work items related to the tasks:

Tips And Considerations

The Work Items column is available in the View-Only Project Plan only if at least one of the following functional areas under either the Product Management or Procurement offerings have an implementation status of In Progress or Implemented:

Role Information

Project Resource Management

Propose Multiple Resources for Project Resource Request

Resource managers can propose multiple resources for a project resource request. Project managers can review the proposed resources and select and approve the resource that best fits the project. In the case of a request for multiple resources, project managers can select and approve up to the number of resources requested.

Selecting the most capable resource for a project can be a challenging task. Many factors are considered when determining the right resource for a particular role. Resource managers use the information provided from the project manager to find the best resource. Many times there is more than one resource that's a great fit. Resource managers can propose several candidates and allow the project manager to pick from this list. Resource managers don't have to restrict the project manager's choice to just one resource to approve or reject. This gives both the resource manager and the project manager greater flexibility and control in how a project is staffed. In addition, by providing a choice of candidates, both the chances of staffing the best resources for the project and overall staffing efficiency are increased.

Resource Manager Proposes Multiple Resources

.

Project Manager Reviews Proposed Resources to Determine the Best Fit Resource for the Project

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Key Resources

Role Information

Secure Resource Supply

Define security so that resource managers can only view and select resources from a limited set of resource pools. When security is enabled, resource managers can't see or assign resources from other resources pools. This approach secures resources across the organization and increases resource managers' efficiency in searching and staffing resources that they are authorized to staff.

To secure resources in Project Resource Management, the project application administrator needs to Enable security in the Manage Project Resource Management Implementation Options setup page and assign resource pool managers in the Manage Resource Pools setup page.

Resource Pool Managers for a resource pool is introduced in Manage Resource Pools setup page. Resource Managers can manage only those resources who belong to the resource pools to which they are assigned as resource pool managers. 

Add Resource Pool Managers to Resource Pools

A person becomes a resource pool manager for a resource pool in the following ways:

  1. When the person is assigned as a resource pool manager in the Resource Pool Managers region in the Create or Edit Resource Pools window.
  2. When the person is a resource pool owner for a resource pool. Resource pool owners become resource pool managers for the pools they own.
  3. When the person is a resource pool manager on a parent resource pool. The person becomes resource pool manager on all the child resource pools.

The seeded resource pool Resources with No Pool Membership is available to all resource managers. You don't need to explicitly assign resource pool managers to this pool.

Resource Management Pages Impacted by Resource Supply Security

Once security is enabled, resources, resource pools, resource assignments and certain actions are secured. The table below gives the details of all secured areas:

Page Functionality Description

Manage Resources page

Search and View Resources

Resource Managers can search and view resources that belong to the resource pools for which they are resource pool managers.

Manage Resource Request page

Propose Resource on a Request

Resource Managers can propose resources that belong to the resource pools for which they are resource pool managers.

Search and Evaluate Resources Page

Search and Evaluate Resources

Resource Managers can search and evaluate resources that belong to the resource pools for which they are resource pool managers.

Manage Resource Assignments page

Search and View resource assignments

Resource Managers can search for assignments for resources that currently belong to, or for resources that in the past belonged to the resource pools for which they are resource pool managers. 

Manage Resource Assignments page

Create Assignments

 Resource Managers can create assignments for resources that belong to the resource pools for which they are resource pool managers.

Manage Resource Assignments page

Cancel Assignments

Resource Managers can cancel assignments for resources that belong to the resource pools for which they are resource pool managers.
Manage Resource Assignments page

Change Assignment Schedule

Resource Managers can change assignment schedules for resources that belong to the resources pools for which they are resource pool managers.
Resource Details Page All actions on the page

The Resource Details page is available to all users. The actions on the page are secured. Resource Managers can perform actions on the page, such as Create Assignment, only if the resource belongs to the resource pool for which they are resource pool managers.
Manage Project Resources page Actions Confirm Resource and Confirm Assignment Actions Confirm Resource and Confirm Assignment are secured. A project manager can perform the actions only if the resource on the assignment belongs to the resource pool on which the project manager is a resource pool manager. 

Resource Manager Dashboard

Hierarchy Viewer

The hierarchy viewer shows all resource pools because the tree can't be broken, but the data is masked for resource pools the resource manager doesn't have access to.

Resource Manager Dashboard

Resource Manager Dashboard

The Resource Pool list of values in the Resource Manager Dashboard is secured to show only the resource pools on which the resource manager is a resource pool manager.

Steps to Enable

To secure resources in Project Resource Management, the project application administrator must do the following:

  1. Enable security in the Project Resource Management Implementation Options page.
  2. Assign resource pool managers in the Manage Resource Pools page.

To enable security:

  1. Navigate to the Setup and Maintenance work area.
  2. Search for the Manage Project Resource Management Implementation Options setup task and open it.
  3. Select the check box Secure resources in project resource pools. 
  4. Save and close the page.

To assign resource pool managers:

  1. Navigate to the Setup and Maintenance work area.
  2. Search for the Manage Resource Pools setup task and open it.
  3. Choose to create a new resource pool or edit an existing resource pool.
  4. Enter resource pool managers for the resource pool.
  5. Save and close the page.

Key Resources

Role Information

After the feature is enabled in the Manage Project Resource Management Implementation Options page, the feature is available for:

Grants Management

Drill Down to Award Overview from Real-Time Analysis

You can now drill down from an Oracle Transactional Business Intelligence analysis to the Award Overview page.

You can enable an Action link on a column, such as Award Number, to enable the drill down.

You can navigate back and forth from the report to the application to review multiple awards.

Select the Award Number hyperlink to see the financial details of the award.

Award Report - Award Number Link

Award Overview Page

Once you open the Award, you can view or edit the Award or drilldown to view or edit the budget, cost and commitments for the award project.

If you have given the Return Application name then you will have the return button available on the top right corner near the Home icon.

Steps to Enable

Enabling deep linking:

ACTION LINK

Name Prompt Type Value Fixed Hidden Optional
1 objType Value Awardoverview X X  
2 objKey Column Value "Award"."Award ID" X X  
3 searchInd Value O X X  
4 action Value EDIT X X  
5 returnApp Value AnalyticsApp X X  
6 Logged in User Session Variable USER X X  
7 Report Name Value Award Drill Down ** X

X

  

** Change parameter 6 and put the name of the report that you created.

Registering analytics application, for example, AnalyticsApp) as a third-party application in Fusion:

End User Task:

Tips And Considerations

  1. You must have privileges to access the Oracle Transactional Business Intelligence analysis and the Award Overview page.
  2. You can reuse the same Action link for other analyses that you build if you want to navigate to the same page using the same column. When you assign this Action link to a column in a report. You can then choose to specify for all reports by selecting the appropriate Save as Default option on the Interaction page.

Key Resources

Role Information

Users must be assigned to a role that has access to the privilege "GMS_MANAGE_AWARD_PERFORMANCE_PRIV".

Allow for Projects not Enabled for Budgetary Control to be Created in Quick Create Award

Grants administrators and principal investigators can create and associate projects that are not enabled for Budgetary Control on the Create Award page.

Project Not Enabled for Budgetary Control

You can either create a project in the quick Create Award page or select an existing project to be associated with the new award.

Create and Associate Project with Award in Quick Create Award Page

Award Overview

The award is created successfully and the project that is not enabled for budgetary control is associated with the award.

Steps to Enable

No steps are required to enable this feature.

Role Information

Enhanced User Interface for Grants Management

Grants Administrators and Principal Investigators can define their own landing page. By using this enhanced user interface and the specific search function, they can quickly and more efficiently access information and complete daily activities. Additionally, they can get an overview of the most recent awards or initiate actions from a single window.

Click Set Preference and select either Award Overview or Manage Awards as your preferred landing on the Grants Management Preferences page. The selected page will appear whenever you navigate to the Awards work area.

User's Preferences

You can now use the Panel Drawer to initiate an action or open a report from Analytics.

Panel Drawer

By default, the Manage Awards page lists the twenty most recent awards. You can use the keyword search option to find your awards from the Award list. You can also use Show Filters to open the filters panel and predefine a different saved search.

To drill down into the details of an award, select the row that contains the award and click the Edit button on the tool bar. To navigate to the Award Financial page, click the name of the award.

Manage Awards

You can now add financial metrics for awards, such as elapsed days and remaining days, and for projects, such as budget amount and commitment amount, on the Manage Awards page. You can now get a complete overview of the performance of awards in a single view.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Role Information

Update 18A

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Feature Notes
03 APR 2018 Automatically Capture Hours Worked from Project Costing for Utilization Updated document. Revised screenshot in the Steps to Enable section.
19 JAN 2018   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.

Customers Upgrading from Release 12

If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (updates 17B - 17D, as well as, updates 18A - 18B) to learn about all of the features available in release 13.

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)

We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways:  by using the New Features work area, or by using the Setup and Maintenance work area.

To opt in using the New Features work area:

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

To opt in using the Setup and Maintenance work area:

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

Feature Summary

Action Required to Enable Feature

Feature

None (Automatically Available)

Enable via Opt In UI Only

Enable via Opt In UI Plus Additional Steps

Not Enabled via Opt In UI but Setup Required

Issue Service Request

Project Foundation

Simplified Microsoft Project Integration for Project Financial Management

Use Facet Filters to Search for Your Projects

Enhanced Exception Handling for Project Rate Schedule Import

Project Costing

Project and Task Search Enhancements in Oracle Time and Labor Cloud

Add Time Entries from Favorite Time Cards in Oracle Time and Labor Cloud

Assignment of Assets to Multiple Tasks Within Application Development Framework Desktop Integration

Support Provider and Receiver Fiscal Calendar as Valid Dimensions to Commitment Fact

Project Management

Application Composer for Project Execution Management

Project Resource Management

Automatically Capture Hours Worked from Project Costing for Utilization

Edit Multiple Project Resource Assignments and Requests

Project Foundation

Project Foundation includes common components that are shared across products within Oracle Project Portfolio Management Cloud. It includes the basic project plan structure and components such as resource breakdown structures, rate schedules, pricing, burdening, and cross-charge processing, as well as delivered integration to Microsoft Project.

Simplified Microsoft Project Integration for Project Financial Management

Allow users with the Project Administrator role to download and use the Microsoft Project client from the Project Financial Management work area.

As a Project Administrator, use the Microsoft Project integration client to integrate Microsoft Project versions 2010, 2013, and 2016 for desktop with Project Financial Management applications.

Steps to Enable

This feature is enabled by default.

Role Information

This feature is enabled by default for Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB) role.

Use Facet Filters to Search for Your Projects

Use the facet filters and keyword search capabilities to quickly find the projects that you want to view. You can filter for projects by their status and other key attributes. You can also do a text search by project number, name, or saved search query. In the example below, we are searching for the name 'Newton' in either the project name, number, or saved search name. You are able to filter for projects based on project status including those in Closed status. 

Searching on Project Name with Autosuggestion

If you have particular searches that you tend to use over and over again, you can save your search criteria, and recall the search easily. There is one saved search that is automatically available to you, My Open Projects. 

Saved Searches

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

You can save your filter selections as a saved search. This enables you to search quickly and consistently for projects you manage.

Role Information

This feature is enabled by default for the Project Manager (ORA_PJF_PROJECT_MANAGER_JOB) role.

Enhanced Exception Handling for Project Rate Schedule Import

Use the new Excel based error report generated for the Import Project Rate Schedules process to review the reported errors, correct them and resubmit the file for import processing. In case of no errors, the output section of the scheduled process will only show the PDF report; otherwise the output section will have both the Excel and PDF reports.

This feature enhances the capability of the Import Project Rate Schedules process to produce an output file, which will has all error transactions and corresponding errors in the same format as needed by the import process.

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Correct the errors in the Import Project Rate Schedules Rejections report and generate the CSV files again. If the Import Project Rate Schedules Rejections report is not generated due to large volume of failed records (greater than the 65535 Excel limit), correct the errors in the original Import Project Rate Schedules template and generate the CSV files.

Key Resources

Role Information

This feature is enabled by default for the Project Application Administrator (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB) and the Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB) roles.

Project Costing

Oracle Project Costing Cloud captures commitments and costs from across Oracle Cloud applications and supports third-party integrations. The unique cost collection and processing needs of different sources are streamlined to provide timely insight into validated project costs.

Project and Task Search Enhancements in Oracle Time and Labor Cloud

Efficiently search for project-related time cards in Oracle Time and Labor Cloud based on project number and task number. Quickly retrieve the list of time cards that have entries for a particular project or task.

Workers and managers both have the option to search for time cards that have time entries for a specific project or project and task combination. This search option makes it easy to find and review time cards of interest.

Worker Search for Time Cards by Project and Task Number

Manager Search for Time Cards by Project and Task Number

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Create a Saved Search for Project Time Cards

Role Information

This feature is enabled by default for the following roles:

Add Time Entries from Favorite Time Cards in Oracle Time and Labor Cloud

Identify your favorite time cards and later select from a list of favorite time cards to quickly add entries to a time card. You have an option to either replace existing time card entries or add to any existing time card entries. You can then update the hours per day, modify or remove entries, or add additional entries as needed. The entries can be project or non-project related, depending on the time card format. The favorite can represent recurring project work, a training week, or any other repeating pattern that you want to reuse in the future to accelerate time entry.

Specify Your Favorite Time Cards and Optionally Provide a Name

Select a Favorite Time Card From Which to Copy Time Entries

Navigate to Favorite Time Cards From the Favorites and Recent Items Menu

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Optionally Change the Default Name for a Favorite

Role Information

This feature is enabled by default for the following roles:

Assignment of Assets to Multiple Tasks Within Application Development Framework Desktop Integration

You can now assign an asset to multiple tasks using the Create and Assign Assets Application Development Framework Desktop Integration (ADFdi) spreadsheet.

Create and Assign Assets

Steps to Enable

No steps are required to enable this feature.

Key Resources

Role Information

This feature is enabled by default for the Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB) role.

Support Provider and Receiver Fiscal Calendar as Valid Dimensions to Commitment Fact

You can now report on Project Commitments using the Fiscal and Receiver Fiscal Calendars using the Project Costing - Commitments Real Time subject area.

OTBI Reporting Subject Area: Project Costing - Commitments Real Time

Steps to Enable

No steps are required to enable this feature.

Key Resources

Role Information

This feature is enabled by default for the Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB) role.

Project Management

Project Management extends project planning, management, and scheduling capabilities to all individuals within the enterprise who are required to manage project-based work. Project managers can engage with team members to develop tasks, resolve issues, report progress, and monitor the status of the project to ensure that objectives are realized.

Application Composer for Project Execution Management

Include business-specific attributes on project resource requests, deliverables, issues, and backlog items using Application Composer. You can quickly and easily add attributes in addition to meet your specific business needs.

Application Composer provides you with abilities such as:

For example, using Application Composer, you can:

Use Application Composer for Backlog Items, Deliverables, Issues, and Resource Requests

Create New Fields to Add to Pages

Add Fields to Pages for the Selected Object

Copy the Page Layout and Create a New Layout for Users

Steps to Enable

While Application Composer is available automatically, you must carefully plan, implement, and test all changes in a sandbox before publishing the changes.

  1. Plan: Collect requirements from users and determine the scope of change that you intend to implement.
  2. Create and activate a sandbox: In a sandbox, you can implement and test your changes without affecting other users. For example, if you are adding fields to a page, you don't want others to see your work until you have added all the fields. To prevent others from seeing your changes, you work in a sandbox. To work in a sandbox, you create a sandbox and make it active. Anyone who makes a sandbox active can see the changes that are made in that sandbox. When a sandbox is published, the changes that are made in that sandbox are visible to all users who have the permissions to view the affected pages and fields.

  3. Implement: You have two tools for working with pages:

    1. Application Composer: Use Application Composer to add custom attributes to an object and add business rules for the object. Using Application Composer you can:

      1. Add custom attributes to existing objects.

      2. Add custom attributes in the user interface alongside predefined standard attributes.

      3. Add validation rules for the custom attributes.

    2. Page Composer: Use this tool to make a change that's specific to a job role, or if you want to make a field change to only the internal or external version of a page. Also use this tool if you want to make a site-wide change to the field only on a specific page. The changes affect the field only on the page where you make the change. The field changes that you can make with this tool are:

      • Make a field required

      • Show or hide a field

      • Change a field label

      • Make a field read-only

      • Reorder fields

  4. Test: Thoroughly test all changes from within the sandbox.
  5. Publish: After completing the testing in the sandbox, publish the changes to make them available in the application.

Tips And Considerations

Selecting a Field Type for a New Field

Key Resources

Related Help:

Role Information

To use this feature you must create and provision the user with a custom role that includes the privilege Manage Extensible Objects (ZCX_MANAGE_EXTENSIBLE_OBJECT_PRIV) in addition to the seeded Project Application Administrator role (ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB).

Project Resource Management

Organizations can optimize the allocation and utilization of their most precious resource: their people. Innovative and intuitive tools let resource managers and project managers ensure that the best-fit resource is identified and placed on each and every project assignment, to the benefit of the organization, the project resource, and the end customer, whether it be for internal or external billable projects.

Automatically Capture Hours Worked from Project Costing for Utilization

Capture actual hours worked for resources as part of the financial management of a project and use that information for utilization calculations. You can schedule regular updates to resource utilization metrics from actual hours captured on time cards.

You now have the option of importing resource actual hours worked from either spreadsheets or directly from the information in Project Costing. You choose which source your actual hours will come from as an implementation option in Setup and Maintenance.

The import is done through a scheduled process Job Set, called “Import Resource Actual Hours and Update Utilization Data.”

The Job Set Used to Import Actual Hours

Steps to Enable

The setup for this feature is achieved in Manage Project Resource Management Implementation Options, by setting the value of Actual Hours Source to Project Costing.

Selecting the Option to Import Actual Hours from Project Costing

Tips And Considerations

Key Resources

Role Information

This feature is enabled by default for the following roles:

Edit Multiple Project Resource Assignments and Requests

Resource managers can update multiple assignment schedules or requests either as a group or individually. When the resource manager updates assignment schedules or requests as a group, the same changes specified are made to all the selected items. In addition, when making changes to start or finish dates, it is possible to shift the existing dates by a number of working days or to a date specified.

When resource managers choose to update these items individually, all the selected assignments or requests are presented in an editable table. This allows the resource manager to update individual values for each of the selected assignments or requests.

Project managers have the same ability to update requests for their project either as a group or individually.

Resource managers can quickly respond to changes in project scope and schedule. Being able to apply changes to multiple requests or assignments keeps all parties up to date on the changing needs of a project. When varying changes are needed, resource managers can view multiple request or assignment details and make the needed updates in one table form, which saves time from opening up individual requests and assignments.

Project managers benefit from being able to update multiple requests so that they can keep staffing owners apprised of updates as project needs change. For example, as project planning proceeds, project dates may shift. When these changes occur, it is easy to update requests by shifting the requested start and or finish dates by a number of working days relative to the project date change.

Update Project Resource Requests as a Group

Update Project Resource Requests Individually

Change Assignment Schedules as a Group

Change Assignment Schedules Individually

Steps to Enable

No steps are required to enable this feature.

Tips And Considerations

Role Information