Upload
andy-fry
View
15
Download
2
Tags:
Embed Size (px)
Citation preview
Copyright © 2015 Quantas Consulting Corp.
Who Changed My Project Classification
Tracking Changes of Classifications in Oracle Projects with the Quantas Classification Tracker
Andy [email protected]
Copyright © 2015 Quantas Consulting Corp.
Introduction
• Andy Fry• Oracle Projects Consultant • Quantas Consulting• Over 17 years of consulting primarily in the Oracle Projects Suite• Various industries including:
• Utilities• Pipelines• Engineering & Construction• Oil and Gas• Professional Services
Copyright © 2015 Quantas Consulting Corp.
Purpose of Quantas Classification Tracker• Records and stores any changes, additions or deletions to the
classifications on a project in Oracle Projects• Identifies changes to the classifications including, who changed it,
when it was changed, what the values was changed to and from• Helps trouble shoot auto accounting and reporting issues• Reduces a tremendous amount of time on confirming what was
changed• Removes the unknown at least for classification changes
Copyright © 2015 Quantas Consulting Corp.
Organizations That Can Benefit
• Regulated companies such as Utility firms that report to regulators• Companies dependent on classifications for auto accounting
generation• Organizations that use classifications for reporting• Any organization that can not afford time trouble shooting accidental
or undocumented changes to their projects
Copyright © 2015 Quantas Consulting Corp.
Overview of Presentation
• Discuss the problem trying to be resolved• Discuss how the problem has been resolved• Terminology• Demonstrate and discuss the following features:• Tracking Changing of Class Codes• On Line Query Tool for Changes of Class Codes• Tracking the Deleting of Class Codes• On Line Query Tool for Deletion of Class Category and Class Codes• Project Classification Audit Trail Report
• Questions & Contact Information
Copyright © 2015 Quantas Consulting Corp.
Problem• Oracle Projects does not have an out of the box method to track Project
Classifications Changes• Can be changed by any user that has access to update Classifications on a project
• Class Categories and Class Codes (Classifications) are important and sometimes critical project attributes that can be changed on a project• Classifications can be used for sorting, Auto Accounting/SLA rules and
reporting• Identifies groupings of projects
• Changes can have adverse affects for Project Related Organizations• Legitimate classification changes may need to be tracked
Copyright © 2015 Quantas Consulting Corp.
Resolution• A method exists to track classification changes (Quantas Classification
Tracker)• The tracking method will record the information:• When an addition, change or deletion occurs to a Project Classification• Who made the change - by Oracle User ID• The time and date of the change• Keep a history of all changes • Store the changes of any attribute including the percentage or DFF
• A report is available to share the information with non-Oracle Projects users• Online query tool is also available
Copyright © 2015 Quantas Consulting Corp.
Terminology • Classifications• The combination of Class Category and Class Code on a project in Oracle
Projects.
• Report• An output produced via the concurrent manager in Oracle.
• Form • A screen in Oracle.
• PA• Oracle Projects
• DFF• Descriptive Flexfield which is an additional field that can be added in Oracle
forms.
Copyright © 2015 Quantas Consulting Corp.
Changing a Class Code on a Project
Copyright © 2015 Quantas Consulting Corp.
Accessing the Project
Copyright © 2015 Quantas Consulting Corp.
Project Classifications
Copyright © 2015 Quantas Consulting Corp.
Tools>Change History to Access the Change History Screen
Copyright © 2015 Quantas Consulting Corp.
Summary of Change History
Copyright © 2015 Quantas Consulting Corp.
Full Change History Screen
Copyright © 2015 Quantas Consulting Corp.
Additional Fields
Copyright © 2015 Quantas Consulting Corp.
Change a Value
Copyright © 2015 Quantas Consulting Corp.
Recorded Detailed Change
Copyright © 2015 Quantas Consulting Corp.
Change Value Second Time
Copyright © 2015 Quantas Consulting Corp.
Recorded Change
Copyright © 2015 Quantas Consulting Corp.
Recorded Detailed Change
Copyright © 2015 Quantas Consulting Corp.
Project Classification Change History
Copyright © 2015 Quantas Consulting Corp.
Query Screen
Copyright © 2015 Quantas Consulting Corp.
Query by Project Type Class
Copyright © 2015 Quantas Consulting Corp.
Query by Project type
Copyright © 2015 Quantas Consulting Corp.
Query by Project
Copyright © 2015 Quantas Consulting Corp.
Summary Change History
Copyright © 2015 Quantas Consulting Corp.
Full Change History Screen
Copyright © 2015 Quantas Consulting Corp.
Deleting a Classification on a Project
Copyright © 2015 Quantas Consulting Corp.
Deleting Values
Copyright © 2015 Quantas Consulting Corp.
Summary Change History
Copyright © 2015 Quantas Consulting Corp.
Full Change History
Copyright © 2015 Quantas Consulting Corp.
Delete the Value
Copyright © 2015 Quantas Consulting Corp.
Query Deleted Value in Project Classification Change History
Copyright © 2015 Quantas Consulting Corp.
Summary Change History – Deleted Value
Copyright © 2015 Quantas Consulting Corp.
Full Change History – Deleted Value
Copyright © 2015 Quantas Consulting Corp.
Reporting Capabilities
The following shows a report available to display classification changes.
Copyright © 2015 Quantas Consulting Corp.
Concurrent Request
Copyright © 2015 Quantas Consulting Corp.
Report Parameters
Copyright © 2015 Quantas Consulting Corp.
Report Output
Copyright © 2015 Quantas Consulting Corp.
View of Report Including DFF’s
Copyright © 2015 Quantas Consulting Corp.
Values Changed In The Example
Copyright © 2015 Quantas Consulting Corp.
Summary
• Quantas Classification Tracker will:• Record all additions, changes and deletions of Project Classifications• Stamp all Project Classification records with the User ID who made the change as
well as the date and time of the change• Record all attributes that have been changed• Report on the history of the Project Classifications from the project, via a query
screen as well as a report
• Provide Oracle Projects users the ability to know what changes were made to better manage their projects and report to the responsible parties• Saves time and removes the unknown on classification changes
Questions and Contact Information
• For any questions or information please contact:Andy [email protected]://www.quantasconsulting.com
• For more articles please visithttp://www.quantasconsulting.com/articles
Copyright © 2015 Quantas Consulting Corp.