User Guide Project Management

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Oracle® Project Management

User Guide

Release 12

Part No. B25621-02

December 2006


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Oracle Project Management User Guide, Release 12

Part No. B25621-02

Copyright © 1994, 2006, Oracle. All rights reserved.

Primary Author: Asad Halim, Janet Buchbinder, Jeffrey Colvard, Juli Anne Tolley, Rinku Mohapatra,

Stephen A. Gordon

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Wu, Jeanne Lowell, Koushik Banerjee, Majid Ansari, Marian (Wei) Feng, Mary Sun, Nalin Chouhan, Prithi

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Contents

Send Us Your Comments

Preface

1 Overview of Project Management

Features of Project Management............................................................................................... 1-1

Workplan and Progress Management..................................................................................1-2

Integrating with Microsoft Project....................................................................................... 1-3

Budgeting and Forecasting.................................................................................................. 1-3

Project Status Reporting....................................................................................................... 1-4

Issue and Change Management........................................................................................... 1-4

Document Management.......................................................................................................1-5

Expenditure Review.............................................................................................................1-6

Billing Review...................................................................................................................... 1-6

Project Performance Reporting............................................................................................ 1-6

Performance Exceptions Reporting......................................................................................1-7

Project Status Inquiry........................................................................................................... 1-7

2 Workplan and Progress Management

Overview of Workplan and Progress Management................................................................. 2-1

Enabling the Workplan Structure........................................................................................ 2-2Task Attributes for Your Workplan..................................................................................... 2-2

Creating and Updating Workplans...........................................................................................2-2

Setting Up Workplans..........................................................................................................2-3

To Set Up Workplan Structure Information.................................................................. 2-3

Defining Additional Workplan Settings........................................................................2-5


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Defining Workplan Multicurrency Settings.................................................................. 2-7

Selecting Workplan Rate Schedules...............................................................................2-7

Creating Tasks..................................................................................................................... 2-8

Selecting Task Types..................................................................................................... 2-8

Controlling the Task Outline Level for New Tasks....................................................... 2-8

Defining Task Details.................................................................................................... 2-9

Summary of Task Effort, Cost, and Earned Value Information............................ 2-10

Managing the Task Schedule................................................................................ 2-14

Creating Resource Assignments..................................................................................2-15

Defining Resource Assignment Details.................................................................2-16

Integrating Work Planning with the Project Team...................................................... 2-16

Reviewing Resource Usage................................................................................... 2-17

Planning Resources From The Bottom Up............................................................ 2-18

To Plan Resources From The Bottom-Up....................................................... 2-18

Creating Team Roles.......................................................................................2-19

Planning Resources From The Top Down.............................................................2-19

Defining Task Dependencies....................................................................................... 2-20

Mapping Tasks............................................................................................................ 2-22

Creating Task-to-Project and Task-to-Task Associations.............................................2-22

Using Task Execution Workflow Processes................................................................. 2-22

Managing Tasks................................................................................................................. 2-23

Copying Tasks............................................................................................................. 2-23

Moving Tasks.............................................................................................................. 2-25

Updating Tasks ...........................................................................................................2-25

Deleting Tasks............................................................................................................. 2-25

Managing Workplan Effort and Cost..................................................................................... 2-26

Defining Planned Effort at the Task Level......................................................................... 2-26

Defining Planned Quantity and Cost for Resource Assignments on Tasks....................... 2-26

Calculating Costs and Refreshing Rates...................................................................... 2-28

Example of Task Effort Calculation............................................................................. 2-28

Updating Periodic Amounts........................................................................................2-29

Reviewing Workplan Cost................................................................................................. 2-30

Reviewing Workplan Cost and Effort......................................................................... 2-31

Adjusting Cost and Quantity for Resource Assignments............................................ 2-32

Versioning a Workplan........................................................................................................... 2-33Designating a Baseline Workplan Version......................................................................... 2-33

Workplan Statuses............................................................................................................. 2-34

Approving and Publishing Workplans..............................................................................2-34

Viewing Workplans................................................................................................................ 2-35

Using the Hierarchy View..................................................................................................2-36

Using the List View............................................................................................................2-36


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Using the Gantt Display View........................................................................................... 2-36

Managing Progress.................................................................................................................. 2-37

Overview of Progress Management...................................................................................2-37

Understanding Progress.............................................................................................. 2-38

Understanding Earned Value Measures......................................................................2-40

Selecting Progress Options.................................................................................................2-40

Selecting Progress Options for a Workplan Structure................................................. 2-41

Selecting Progress Options for Tasks...........................................................................2-42

Selecting Progress Options for a Financial Structure...................................................2-43

Collecting and Managing Progress ................................................................................... 2-44

Choosing an Approach for Collecting Progress ..........................................................2-44

Collecting Actual Quantities and Costs.......................................................................2-46

Collecting Progress for Deliverables............................................................................2-48

Collecting Progress for Resource Assignments........................................................... 2-50

Collecting Progress for Tasks...................................................................................... 2-52

Deriving Physical Percent Complete.....................................................................2-55

Using Cost to Derive Physical Percent Complete........................................... 2-55

Using Effort to Derive Physical Percent Complete......................................... 2-56

Using Deliverables to Derive Physical Percent Complete.............................. 2-57

Using Work Quantity to Derive Physical Percent Complete.......................... 2-58

Collecting Progress for Workplans..............................................................................2-59

Rolling Up Physical Percent Complete................................................................. 2-60

Using Duration or Manual Option to Roll Up Physical Percent Complete.....2-60

Using Cost or Effort to Roll Up Physical Percent Complete........................... 2-61

Correcting and Backdating Progress........................................................................... 2-66

Using Progress to Replan Workplans.......................................................................... 2-67

Integrating with Scheduling Tools.............................................................................. 2-70

Deriving Physical Percent Complete for Financial Structures.....................................2-71

3 Program Management

Overview of Program Management..........................................................................................3-1

Enabling Program Management............................................................................................... 3-2

Creating and Maintaining a Program Hierarchy......................................................................3-2

Linking Projects to a Program.............................................................................................. 3-3

Using Workplan Versions within a Program Hierarchy...................................................... 3-3Rolling Up Program Information..............................................................................................3-4

Rolling up Program Workplan Information........................................................................ 3-5

Rolling up Program Progress Information...........................................................................3-5

Rolling Up Program Financial Information ........................................................................ 3-7

Viewing Program Information..................................................................................................3-8


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Viewing Program Workplan Information............................................................................3-9

Viewing Program Financial Information ............................................................................ 3-9

4 Project Deliverables Management

Overview of Project Deliverables Management...................................................................... 4-1

Creating and Managing Project Deliverables.......................................................................... 4-4

Tracking Deliverable Progress................................................................................................4-15

5 Microsoft Project Integration

Overview of Microsoft Project Integration...............................................................................5-1

Protecting Data Integrity........................................................................................................... 5-7

Ensuring Synchronization....................................................................................................5-7

Sending Information to Oracle Projects................................................................................... 5-9

Sending New Project Data to Oracle Projects.....................................................................5-11

Attaching a Microsoft Project File...................................................................................... 5-12Sending Revised Project Data to Oracle Projects................................................................5-12

Sending Progress Information to Oracle Projects...............................................................5-13

Enable Percent Complete Progress for Task Types..................................................... 5-14

Enable Progress Options for the Workplan................................................................. 5-15

Set the Status Date in Microsoft Project....................................................................... 5-15

Sending Cost Information to Oracle Projects..................................................................... 5-16

Sending New or Revised Budget Data to Oracle Projects.................................................. 5-17

Receiving Information from Oracle Projects.......................................................................... 5-18

Receiving Project Information from Oracle Projects.......................................................... 5-18

Receiving Progress Information from Oracle Projects.................................................5-19

Receiving Resource Lists from Oracle Projects.................................................................. 5-21

Receiving List of Values from Oracle Projects ...................................................................5-23

Receiving Actuals from Oracle Projects............................................................................. 5-24

Deleting a Task........................................................................................................................5-26

Clearing the Link to Oracle Projects....................................................................................... 5-27

Clearing the Resource List................................................................................................. 5-27

Clearing the Project Link....................................................................................................5-28

Oracle Projects Views..............................................................................................................5-28

Tools........................................................................................................................................ 5-29

Setting Preferences.................................................................................................................. 5-29

Send Work Breakdown Structure...................................................................................... 5-29

Task Numbering Options.................................................................................................. 5-30

Calculate Costs...................................................................................................................5-33

Send Time Phased Data..................................................................................................... 5-33

Examples: The WBS Level and Transferred Tasks and Budgets........................................ 5-33


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Attributes Transferred.............................................................................................................5-35

6 Budgeting and Forecasting

Overview of Project Budgeting and Forecasting......................................................................6-1

Building Budgets................................................................................................................. 6-1

Building Forecasts................................................................................................................6-4

Understanding Plan Types and Plan Versions.....................................................................6-6

Planning for Cost and Revenue........................................................................................... 6-7

Determining the Level of Detail for Budgets and Forecasts.................................................6-8

Selecting Planning Levels for Budgets and Forecasts.................................................... 6-8

Categorizing Budget and Forecast Amounts by Resources........................................... 6-9

Selecting Time Phases for Budgets and Forecasts .......................................................6-10

Using Period Profiles......................................................................................................... 6-10

Using Spread Curves......................................................................................................... 6-11

Using Budgetary Controls and Budget Integration........................................................... 6-12Calculating and Adjusting Budget and Forecast Amounts................................................6-13

Options for Copying Budgets and Forecasts......................................................................6-14

Entering Budgets and Forecasts in Multiple Currencies.................................................... 6-14

Creating Baselines for Budgets and Approving Forecasts................................................. 6-14

Understanding Budget and Forecast Security....................................................................6-15

Using Budgeting and Forecasting........................................................................................... 6-15

Defining Planning Options................................................................................................ 6-16

Defining Plan Settings................................................................................................. 6-17

Defining Currency Settings......................................................................................... 6-19

Selecting Rate Schedules..............................................................................................6-20Selecting Generation Options...................................................................................... 6-20

Defining Microsoft Excel Options............................................................................... 6-21

Adding Plan Types to a Project..........................................................................................6-22

Creating Plan Versions.......................................................................................................6-23

Maintaining Plan Versions.................................................................................................6-24

Generating Budgets........................................................................................................... 6-27

Overview of Budget Generation.................................................................................. 6-27

Determining Budget Sources.......................................................................................6-28

Generating Budget Amounts.......................................................................................6-30

Generating Budget Cost ....................................................................................... 6-30Generating Budget Revenue ................................................................................ 6-31

Mapping Budget Amounts Across Different Planning Resource Lists ................ 6-33

Determining the Planning Level for Generated Budgets...................................... 6-34

Determining Period Types and Defining Periods for Generated Budgets............ 6-35

Regenerating and Updating Budgets....................................................................6-35


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Generating Forecasts..........................................................................................................6-36

Overview of Forecast Generation................................................................................ 6-36

Determining Forecast Sources..................................................................................... 6-38

Generating Forecast Amounts..................................................................................... 6-41

Generating Forecast Cost ..................................................................................... 6-42

ETC Calculation Methods for Planning Resources......................................... 6-43

Generating Forecast Revenue ...............................................................................6-45

Mapping Forecast Amounts Across Different Planning Resource Lists................6-47

Determining the Planning Level for Generated Forecasts.................................... 6-47

Regenerating and Updating Forecasts ................................................................. 6-49

Entering Amounts and Editing Plan Versions................................................................... 6-50

Selecting Planning Elements........................................................................................6-51

Editing Budget and Forecast Amounts........................................................................6-52

Editing Budgets and Forecasts in Microsoft Excel.......................................................6-53

Adjusting Version Amounts........................................................................................6-56

Copying Budgets and Forecasts.........................................................................................6-56

Copying Budgets and Forecasts from a Project Template or Project........................... 6-57

Copying Baseline Plan Versions from Project Templates and Projects................. 6-57

Copying Dates or Periods for Time-Phased Budgets and Forecasts..................... 6-57

Copying Budget and Forecast Amounts Within a Project........................................... 6-58

Including and Viewing Change Documents...................................................................... 6-59

Viewing Budgets and Forecasts......................................................................................... 6-61

Viewing Plan Types.....................................................................................................6-61

Viewing Budget and Forecast Versions - Task Options...............................................6-62

Viewing Budget and Forecast Versions - Resource Options........................................6-62

Viewing Plan Versions When Cost and Revenue Are Planned Separately..................6-63

Viewing Workplan Cost and Effort............................................................................. 6-63

Submitting Budgets and Forecasts..................................................................................... 6-63

Understanding the Submit Process............................................................................. 6-64

Creating Baselines for Budgets and Approving Forecasts................................................. 6-65

Creating Budgets With Budgetary Controls and Budget Integration.................................... 6-67

Budget Entry...................................................................................................................... 6-68

Entering or Revising a Budget Draft.................................................................................. 6-69

Entering a Project or Task Level Budget......................................................................6-72

Entering Budget Lines........................................................................................................6-72Entering Budget Lines for Period-Phased Budgets......................................................6-73

Viewing Calculated Budget Amounts.................................................................. 6-75

Entering Budget Lines for Non-Time-Phased or Date Range Budgets........................ 6-76

Revising Budget Lines................................................................................................. 6-77

Copying Budgets from a Project Template or Existing Project.......................................... 6-77

Copying Budgets from Earlier Budget Versions................................................................ 6-79


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Copying Actual Amounts to Budget Amounts..................................................................6-80

Deleting a Draft..................................................................................................................6-83

Submitting a Draft............................................................................................................. 6-83

The Submit Draft Budget Process................................................................................6-84

Creating a Baseline for a Budget Draft...............................................................................6-87

The Draft Budget Baseline Process.............................................................................. 6-88

Creating a Baseline for an Integrated Budget.....................................................................6-89

Revising a Budget Baseline................................................................................................ 6-92

Revising an Original Budget.............................................................................................. 6-92

Reviewing a Budget .......................................................................................................... 6-93

Reviewing and Overriding Budget Account Details for Integrated Budgets.....................6-93

Troubleshooting Baseline Failures for Integrated Budgets..........................................6-95

Using Budgetary Controls....................................................................................................... 6-95

Budgetary Control Settings................................................................................................ 6-97

Entering Budget Amounts for Controlled Budgets..........................................................6-100

Budget Definition Strategies............................................................................................ 6-102

Transaction Processing With Controlled Budgets............................................................6-103

Viewing Transaction Funds Check Results......................................................................6-105

Maintaining Budgetary Control Balances ....................................................................... 6-107

Budgetary Controls Cross Charge Restriction................................................................. 6-110

Funds Check Result Messages......................................................................................... 6-111

Integrating Budgets............................................................................................................... 6-117

Using Bottom-Up Budget Integration.............................................................................. 6-119

Using Top-Down Budget Integration.............................................................................. 6-123

Top-Down Budget Integration Example................................................................... 6-127

Creating Project Budgets for Top-Down Budget Integration.................................... 6-132

Transaction Processing....................................................................................... 6-135

Burden Cost Encumbrance..................................................................................6-136

Same Line Burden Cost Encumbrance Accounting...................................... 6-136

Separate Line Burden Cost Encumbrance Accounting................................. 6-139

Accounting For Burden and Total Burdened Cost Encumbrances in Oracle

Subledger Accounting.................................................................................. 6-143

Budgetary Control Balances................................................................................6-143

Maintaining the Project Budget...........................................................................6-144

Year-End Processing........................................................................................... 6-145

7 Issue Management

Overview of Issue Management............................................................................................... 7-1

Issue Participation................................................................................................................ 7-2

Issue Statuses....................................................................................................................... 7-3


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Issue Attributes.................................................................................................................... 7-4

Using Issue Management.......................................................................................................... 7-6

Creating Issues..................................................................................................................... 7-6

Copying Existing Issues................................................................................................ 7-7

Attaching Documents and Relating Other Items to Issues............................................ 7-7

Creating and Assigning Actions to Issues..................................................................... 7-7

Managing Issues.................................................................................................................. 7-8

Viewing Issues and Progress......................................................................................... 7-8

Updating Issue Progress................................................................................................7-9

Changing and Viewing Issue Ownership......................................................................7-9

Resolving and Closing Actions for Issues....................................................................7-10

Resolving Issues................................................................................................................. 7-11

Reworking and Canceling Issues.................................................................................7-11

8 Change Management

Overview of Change Management........................................................................................... 8-1

Change Document Participation.......................................................................................... 8-2

Change Document Statuses................................................................................................. 8-3

Change Document Attributes.............................................................................................. 8-5

Using Change Management...................................................................................................... 8-8

Creating Change Documents............................................................................................... 8-9

Copying Existing Issues and Change Documents....................................................... 8-10

Attaching Documents to Change Documents............................................................. 8-10

Creating and Assigning Actions to Change Documents............................................. 8-10

Defining Change Document Impacts.......................................................................... 8-11Managing Change Documents...........................................................................................8-12

Viewing Change Documents and Progress................................................................. 8-12

Updating Change Document Progress........................................................................8-13

Changing and Viewing Change Document Ownership.............................................. 8-14

Resolving Change Documents........................................................................................... 8-14

Resolving and Closing Actions for Change Documents'............................................. 8-14

Including Change Requests in Change Orders............................................................8-15

Reworking Change Documents................................................................................... 8-16

Canceling Change Documents.................................................................................... 8-16

Implementing and Closing Change Documents..........................................................8-16

9 Document Management

Overview of Document Management.......................................................................................9-1

Using Document Management................................................................................................. 9-2

Attaching and Editing Documents.......................................................................................9-2


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Defining Attachment Categories..........................................................................................9-3

Integrating with Document Repositories............................................................................. 9-3

10 Project Performance Management

Overview of Project Performance Management.....................................................................10-1

Project Performance Reporting............................................................................................... 10-2

Reporting by Project.......................................................................................................... 10-3

Reporting by Task..............................................................................................................10-4

Reporting by Resource....................................................................................................... 10-4

Reporting by Time............................................................................................................. 10-5

Analyzing Performance .................................................................................................... 10-6

Viewing Detailed Amounts for Project Performance Reporting........................................10-7

Customizing the Display of Project Performance Reporting Pages................................... 10-7

Using Personalization Features................................................................................... 10-8

Adding Row Sets to a Tabular Region.........................................................................10-8Adding Page Layouts.................................................................................................. 10-8

Project Status Inquiry..............................................................................................................10-9

Project Status Inquiry Overview........................................................................................ 10-9

Reviewing Project, Task, and Resource Summary Amounts.....................................10-10

Using Factoring to Control Currency Display...........................................................10-12

Comparing Budget to Actual Commitments.............................................................10-12

Drilling Down to Actuals, Commitments, and Events Detail....................................10-13

Reviewing Customer Invoices for a Contract Project................................................ 10-16

Project Summary Amounts.............................................................................................. 10-16

Maintaining Summary Amounts...............................................................................10-17Maintaining To-Date Amounts..................................................................................10-21

Setting The Current Reporting Period....................................................................... 10-22

Updating Project Summary Amounts....................................................................... 10-22

Creating Project Summary Amounts after Conversion............................................. 10-24

Troubleshooting Project Summary Amounts............................................................ 10-25

Summarizing Actuals and Commitments by Resource............................................. 10-25

Case Study: Summary Amounts for Reporting................................................................10-27

Background of Market Analysis Project.................................................................... 10-27

Reviewing Amounts in Project Status Inquiry.......................................................... 10-34

Summary Amounts After Current Reporting Period Changes..................................10-36Summary Amounts After Budget Changes............................................................... 10-37

Performance Exceptions Reporting.......................................................................................10-38

Adding Performance and Scoring Rules.......................................................................... 10-39

Calculating Scores on Demand for Key Performance Areas............................................ 10-40

Managing Exceptions.......................................................................................................10-41


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Sending Automated Status Report Notifications............................................................. 10-42

Earned Value Management................................................................................................... 10-42

11 Project Status Reporting

Overview of Project Status Reporting.................................................................................... 11-1

Report Types...................................................................................................................... 11-1

Reporting Cycles................................................................................................................11-2

Status Report Security........................................................................................................ 11-2

Reminder Rules..................................................................................................................11-3

Project Status Report Statuses............................................................................................ 11-3

Defining Status Reporting Options........................................................................................11-4

Creating and Updating Status Reports................................................................................... 11-5

Submitting and Approving Reports....................................................................................... 11-5

Routing Reports for Approval........................................................................................... 11-6

Publishing Status Reports.......................................................................................................11-6Making Status Reports Obsolete........................................................................................ 11-6

A Performance Measures and Graphs

Performance Measures..............................................................................................................A-1

Graphs in Performance Reports............................................................................................. A-17

Index


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Send Us Your Comments

Oracle Project Management User Guide, Release 12

Part No. B25621-02

Oracle welcomes customers' comments and suggestions on the quality and usefulness of this document.Your feedback is important, and helps us to best meet your needs as a user of our products. For example:

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Preface

Intended Audience

Welcome to Release 12 of the Oracle Project Management User Guide.

This guide contains the information you need to understand and use Oracle Project

Management.

See Related Information Sources on page xvii for more Oracle Applications product

information.

TTY Access to Oracle Support Services

Oracle provides dedicated Text Telephone (TTY) access to Oracle Support Services

within the United States of America 24 hours a day, seven days a week. For TTY

support, call 800.446.2398.

Documentation Accessibility

Our goal is to make Oracle products, services, and supporting documentation

accessible, with good usability, to the disabled community. To that end, our

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conventions for writing code require that closing braces should appear on an otherwise

empty line; however, some screen readers may not always read a line of text that

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This documentation may contain links to Web sites of other companies or organizations

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representations regarding the accessibility of these Web sites.

Structure1 Overview of Project Management

This chapter provides a brief overview of Oracle Project Management.

2 Workplan and Progress Management

This chapter describes how to create and manage workplans and track their progress in

Oracle Projects.

3 Program Management

This chapter explains how you can use Oracle Projects to set up and manage programs.

4 Project Deliverables Management

This chapter describes how you can use Oracle Projects to track and manage

deliverables for projects.

5 Microsoft Project Integration

This chapter is an overview of the integration with Microsoft Project. The chapter

describes features and control issues that you should consider before using the

application.

6 Budgeting and Forecasting

This chapter describes how to create and manage budgets and forecasts in Oracle

Projects.

7 Issue Management

This chapter describes how to manage issues related to projects or tasks in Oracle

Projects.

8 Change Management

This chapter describes how to manage change requests and change orders in Oracle

Projects.

9 Document Management

This chapter describes how to attach and manage documents for projects and tasks.10 Project Performance Management

This chapter describes features that enable project managers to monitor the

performance of a project, identify problem areas and determine their severity, and track

variances of actual performance against budgets, forecasts, and schedules.

11 Project Status Reporting


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This chapter describes how to set up and use project status reports.

A Performance Measures and Graphs

This appendix describes the measures and graphs that are used in project performance

reporting.

Related Information Sources

You can choose from many sources of information, including online documentation,

training, and support services, to increase your knowledge and understanding of Oracle

Projects.

Integration Repository

The Oracle Integration Repository is a compilation of information about the service

endpoints exposed by the Oracle E-Business Suite of applications. It provides a

complete catalog of Oracle E-Business Suite's business service interfaces. The tool lets

users easily discover and deploy the appropriate business service interface forintegration with any system, application, or business partner.

The Oracle Integration Repository is shipped as part of the E-Business Suite. As your

instance is patched, the repository is automatically updated with content appropriate

for the precise revisions of interfaces in your environment.

Online Documentation

Oracle Applications documentation, including online help patches (HTML) and guides

(PDF), is available on Oracle MetaLink.

Guides Related to All Products

Oracle Applications User's Guide

This guide explains how to enter data, query, run reports, and navigate using the

graphical user interface (GUI) available with this release of Oracle Projects (and any

other Oracle Applications products). This guide also includes information on setting

user profiles, as well as running and reviewing reports and concurrent programs.

You can access this user's guide online by choosing "Getting Started with Oracle

Applications" from any Oracle Applications help file.

Oracle Projects Documentation Set

Oracle Projects Implementation Guide

Use this manual as a guide for implementing Oracle Projects. This manual also includes

appendixes covering function security, menus and responsibilities, and profile options.


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User Guides Related to This Product

Oracle Assets User Guide

This guide provides you with information on how to implement and use Oracle Assets.

Use this guide to understand the implementation steps required for application use,

including defining depreciation books, depreciation method, and asset categories. It

also contains information on setting up assets in the system, maintaining assets, retiring

and reinstating assets, depreciation, group depreciation, accounting and tax accounting,

budgeting, online inquiries, impairment processing, and Oracle Assets reporting. This

guide also includes a comprehensive list of profile options that you can set to customize

application behavior.

Oracle Business Intelligence System Implementation Guide

This guide provides information about implementing Oracle Business Intelligence (BIS)

in your environment.

Oracle Financials Implementation Guide

This guide provides you with information on how to implement the Oracle Financials

E-Business Suite. It guides you through setting up your organizations, including legal

entities, and their accounting, using the Accounting Setup Manager. It covers

intercompany accounting and sequencing of accounting entries, and it provides

examples.

Oracle General Ledger Implementation Guide

This guide provides information on how to implement Oracle General Ledger. Use thisguide to understand the implementation steps required for application use, including

how to set up Accounting Flexfields, Accounts, and Calendars.

Oracle General Ledger User's Guide

This guide provides you with information on how to use Oracle General Ledger. Use

this guide to learn how to create and maintain ledgers, ledger currencies, budgets, and

journal entries. This guide also includes information about running financial reports.

Oracle Grants Accounting User Guide

This guide provides you with information about how to implement and use OracleGrants Accounting. Use this guide to understand the implementation steps required for

application use, including defining award types, award templates, allowed cost

schedules, and burden set up. This guide also explains how to use Oracle Grants

Accounting to track grants and funded projects from inception to final reporting.


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Oracle HRMS Documentation Set

This set of guides explains how to define your employees, so you can give them

operating unit and job assignments. It also explains how to set up an organization

(operating unit). Even if you do not install Oracle HRMS, you can set up employees and

organizations using Oracle HRMS windows. Specifically, the following manuals willhelp you set up employees and operating units:

• Oracle HRMS Enterprise and Workforce Management Guide

This user guide explains how to set up and use enterprise modeling, organization

management, and cost analysis.

• Managing People Using Oracle HRMS

Use this guide to find out about entering employees.

Oracle Internet Expenses Implementation and Administration GuideThis book explains in detail how to configure Oracle Internet Expenses and describes its

integration with other applications in the E-Business Suite, such as Oracle Payables and

Oracle Projects. Use this guide to understand the implementation steps required for

application use, including how to set up policy and rate schedules, credit card policies,

audit automation, and the expenses spreadsheet. This guide also includes detailed

information about the client extensions that you can use to extend Oracle Internet

Expenses functionality.

Oracle Inventory User Guide

If you install Oracle Inventory, refer to this manual to learn how to define

project-related inventory transaction types and how to enter transactions in OracleInventory. This manual also describes how to transfer transactions from Oracle

Inventory to Oracle General Ledger.

Oracle Payables Implementation Guide

This guide provides you with information on how to implement Oracle Payables. Use

this guide to understand the implementation steps required for how to set up suppliers,

payments, accounting, and tax.

Oracle Payables User's Guide

This guide describes how to use Oracle Payables to create invoices and make payments.In addition, it describes how to enter and manage suppliers, import invoices using the

Payables open interface, manage purchase order and receipt matching, apply holds to

invoices, and validate invoices. It contains information on managing expense reporting,

procurement cards, and credit cards. This guide also explains the accounting for

Payables transactions.


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Oracle Payments Implementation Guide

This guide describes how Oracle Payments, as the central payment engine for the

Oracle E-Business Suite, processes transactions, such as invoice payments from Oracle

Payables, bank account transfers from Oracle Cash Management, and settlements

against credit cards and bank accounts from Oracle Receivables. This guide alsodescribes how Oracle Payments is integrated with financial institutions and payment

systems for receipt and payment processing, known as funds capture and funds

disbursement, respectively. Additionally, the guide explains to the implementer how to

plan the implementation of Oracle Payments, how to configure it, set it up, test

transactions, and how to use it with external payment systems.

Oracle Project Manufacturing Implementation Manual

Oracle Project Manufacturing allows your company to associate manufacturing costs

and inventory with a project and task. Use this manual as your first source of

information if you are implementing Oracle Project Manufacturing.

Oracle Property Manager Implementation Guide

Use this guide to learn how to implement Oracle Property Manager and perform basic

setup steps such as setting system options and creating lookup codes, contacts,

milestones, grouping rules, term templates, and a location hierarchy. This guide also

describes the setup steps that you must complete in other Oracle applications before

you can use Oracle Property Manager.

Oracle Property Manager User Guide

Use this guide to learn how to use Oracle Property Manager to create and administer

properties, space assignments, and lease agreements.

Oracle Public Sector Advanced Features User Guide

Oracle Public Sector Advanced Features is an overlay of features that extend the

existing functionality of Oracle Financials for the specific needs of the Public Sector.

This guide provides information about setting up and using Oracle Public Sector

Advanced Features. These features include multi-fund accounts receivable,

encumbrance reconciliation reports, Governmental Accounting Standards Board

(GASB) 34/35 asset accounting, enhanced funds available inquiry, the Funds Available

Detail report, and the Funds Check API.

Oracle Purchasing User's Guide

This guide describes how to create and approve purchasing documents, including

requisitions, different types of purchase orders, quotations, RFQs, and receipts. This

guide also describes how to manage your supply base through agreements, sourcing

rules, and approved supplier lists. In addition, this guide explains how you can

automatically create purchasing documents based on business rules through integration


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with Oracle Workflow technology, which automates many of the key procurement

processes.

Oracle Receivables User Guide

This guide provides you with information on how to use Oracle Receivables. Use this

guide to learn how to create and maintain transactions and bills receivable, enter andapply receipts, enter customer information, and manage revenue. This guide also

includes information about accounting in Receivables. Use the Standard Navigation

Paths appendix to find out how to access each Receivables window.

Oracle Subledger Accounting Implementation Guide

This guide provides setup information for Oracle Subledger Accounting features,

including the Accounting Methods Builder. You can use the Accounting Methods

Builder to create and modify the setup for subledger journal lines and application

accounting definitions for Oracle subledger applications. This guide also discusses the

reports available in Oracle Subledger Accounting and describes how to inquire onsubledger journal entries.

Oracle Time & Labor Implementation and User Guide

This guide describes how to capture work patterns such as shift hours so that this

information can be used by other applications such as Oracle General Ledger and

Oracle Projects.

BIS User Guide Online Help

This guide is provided as online help only from the BIS application and includes

information about intelligence reports, Discoverer workbooks, and the PerformanceManagement Framework.

Installation and System Administration

Oracle Applications Concepts

This guide provides an introduction to the concepts, features, technology stack,

architecture, and terminology for Oracle Applications. It is a useful first book to read

before installing Oracle Applications.

Installing Oracle ApplicationsThis guide provides instructions for managing the installation of Oracle Applications

products. Much of the installation process is handled using Oracle Rapid Install, which

minimizes the time to install Oracle Applications and the technology stack by

automating many of the required steps. This guide contains instructions for using

Oracle Rapid Install and lists the tasks you need to perform to finish your installation.


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You should use this guide in conjunction with individual product user's guides and

implementation guides.

Oracle Applications Upgrade Guide: Release 11i to Release 12

Refer to this guide if you are upgrading your Oracle Applications Release 11i products

to Release 12. This guide describes the upgrade process and lists database andproduct-specific upgrade tasks. You must be at Release 11i to upgrade to Release 12.

You cannot upgrade to Release 12 directly from releases prior to 11i.

Maintaining Oracle Applications

Use this guide to help you run the various AD utilities, such as AutoUpgrade,

AutoPatch, AD Administration, AD Controller, AD Relink, License Manager, and

others. It contains how-to steps, screenshots, and other information that you need to run

the AD utilities. This guide also provides information on maintaining the Oracle

Applications file system and database.

Oracle Applications System Administrator's Guide

This guide provides planning and reference information for the Oracle Applications

System Administrator. It contains information on how to define security, customize

menus and online help, and manage concurrent programs.

Oracle Alert User's Guide

This guide explains how to define periodic and event alerts to monitor the status of

your Oracle Applications data.

Oracle Applications Developer's GuideThis guide contains the coding standards followed by the Oracle Applications

development staff. It describes the Oracle Application Object Library components

needed to implement the Oracle Applications user interface described in the Oracle

Applications User Interface Standards for Forms-Based Products. It also provides

information to help you build your custom Oracle Forms Developer forms so that they

integrate with Oracle Applications.

Other Implementation Documentation

Multiple Organizations in Oracle ApplicationsThis guide describes how to set up and use Oracle Projects with Oracle Applications'

Multiple Organization support feature, so you can define and support different

organization structures when running a single installation of Oracle Projects.


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Oracle Workflow Administrator's Guide

This guide explains how to complete the setup steps necessary for any Oracle

Applications product that includes workflow-enabled processes, as well as how to

monitor the progress of runtime workflow processes.

Oracle Workflow Developer's Guide

This guide explains how to define new workflow business processes and customize

existing Oracle Applications-embedded workflow processes. It also describes how to

define and customize business events and event subscriptions.

Oracle Workflow User's Guide

This guide describes how Oracle Applications users can view and respond to workflow

notifications and monitor the progress of their workflow processes.

Oracle Workflow API Reference

This guide describes the APIs provided for developers and administrators to access

Oracle Workflow.

Oracle Applications Flexfields Guide

This guide provides flexfields planning, setup and reference information for the Oracle

Projects implementation team, as well as for users responsible for the ongoing

maintenance of Oracle Applications product data. This manual also provides

information on creating custom reports on flexfields data.

Oracle eTechnical Reference Manuals

Each eTechnical Reference Manual (eTRM) contains database diagrams and a detailed

description of database tables, forms, reports, and programs for a specific Oracle

Applications product. This information helps you convert data from your existing

applications and integrate Oracle Applications data with non-Oracle applications, and

write custom reports for Oracle Applications products. Oracle eTRM is available on

Oracle MetaLink.

Oracle Applications User Interface Standards for Forms-Based Products

This guide contains the user interface (UI) standards followed by the Oracle

Applications development staff. It describes the UI for the Oracle Applications productsand tells you how to apply this UI to the design of an application built by using Oracle

Forms.

Oracle Manufacturing APIs and Open Interfaces Manual

This manual contains up-to-date information about integrating with other Oracle


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Manufacturing applications and with your other systems. This documentation includes

APIs and open interfaces found in Oracle Manufacturing.

Oracle Order Management Suite APIs and Open Interfaces Manual

This manual contains up-to-date information about integrating with other Oracle

Manufacturing applications and with your other systems. This documentation includesAPIs and open interfaces found in Oracle Order Management Suite.

Training and Support

Training

Oracle offers a complete set of training courses to help you and your staff master Oracle

Projects and reach full productivity quickly. These courses are organized into functional

learning paths, so you take only those courses appropriate to your job or area of

responsibility.

You have a choice of educational environments. You can attend courses offered by

Oracle University at any of our many Education Centers, you can arrange for our

trainers to teach at your facility, or you can use Oracle Learning Network (OLN), Oracle

University's online education utility. In addition, Oracle training professionals can tailor

standard courses or develop custom courses to meet your needs. For example, you may

want to use your organization structure, terminology, and data as examples in a

customized training session delivered at your own facility.

Support

From on-site support to central support, our team of experienced professionals provides

the help and information you need to keep Oracle Projects working for you. This teamincludes your Technical Representative, Account Manager, and Oracle's large staff of

consultants and support specialists with expertise in your business area, managing an

Oracle server, and your hardware and software environment.

Do Not Use Database Tools to Modify Oracle Applications Data

Oracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data

Browser, database triggers, or any other tool to modify Oracle Applications data unless

otherwise instructed.

Oracle provides powerful tools you can use to create, store, change, retrieve, andmaintain information in an Oracle database. But if you use Oracle tools such as

SQL*Plus to modify Oracle Applications data, you risk destroying the integrity of your

data and you lose the ability to audit changes to your data.

Because Oracle Applications tables are interrelated, any change you make using an

Oracle Applications form can update many tables at once. But when you modify Oracle

Applications data using anything other than Oracle Applications, you may change a


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row in one table without making corresponding changes in related tables. If your tables

get out of synchronization with each other, you risk retrieving erroneous information

and you risk unpredictable results throughout Oracle Applications.

When you use Oracle Applications to modify your data, Oracle Applications

automatically checks that your changes are valid. Oracle Applications also keeps track

of who changes information. If you enter information into database tables usingdatabase tools, you may store invalid information. You also lose the ability to track who

has changed your information because SQL*Plus and other database tools do not keep a

record of changes.


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Overview of Project Management 1-1

1Overview of Project Management

This chapter provides a brief overview of Oracle Project Management.

This chapter covers the following topics:

• Features of Project Management

Features of Project Management

Oracle Project Management provides project managers a solution for maintaining

control and visibility of all aspects of their projects.

As a project manager, you can view project information at a single source point

enabling you to track and manage a project through the project lifecycle, from creating

and planning, through to completion. Using Oracle Project Management, you can:

• Create, manage, version, and view workplans.

• Track progress against the workplan.

• Link Microsoft Project with Oracle Projects enabling you to work with a project

using both applications.

• Create budgets and forecasts to plan and manage the financial performance of

projects throughout the project lifecycle.

• Track and monitor the performance of a project, and analyze financial and effort

information by task, resource, and time.

• View exceptions for key financial and schedule metrics, and send automated statusreport notifications to key project stakeholders.

• Provide a timely and consistent view of project status information to all audience

members and project stakeholders.


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• Manage issues such as concerns, problems, and outstanding questions for projects

and tasks.

• Manage actions or changes that affect the scope, value, or duration of projects and

tasks.

• Attach and manage documents for projects and tasks.

• Search and review the current financial status of projects and review detailed

financial performance for projects and tasks.

Workplan and Progress Management

A workplan contains a hierarchical organization of tasks within a project. Each

workplan contains an unlimited number of tasks and you can define as many levels as

you want. A project structure is sometimes referred to as a work breakdown structure,

or WBS.

You can set up two types of structures in Oracle Projects: workplan structures and

financial structures. Workplan management helps project managers and team members

deliver projects on time, financial structures help project and financial administrations

track financial information for one project, or for all projects within an organization.

You can define a unique workplan for each of your projects, as opposed to using a

single standard template. You can create tasks, or copy tasks from other projects and

templates to save time. You can manage tasks and task hierarchies within the workplan,

and expand or collapse the work breakdown structure to give you a high-level view of

your projects and tasks. Workplan and progress management also assists team

members to manage their tasks effectively, and communicate their progress to project

managers.

You can view the latest unpublished workplan, create and maintain tasks, and publish a

new workplan version.

Project managers and team members can update the workplan with progress reports.

As a team member, you can view all individual tasks assigned to you that require

progress reports. As a project manager, you can provide progress reports for individual

tasks, and also update the progress on the whole project.

By publishing your progress, you can communicate changes to the workplan to the

project team. You also can communicate progress information with reduced

administration by automatically rolling up the progress information within the work

breakdown structure.

When a team member provides progress for your project, you receive an automated

email notification alerting you to any significant issues or date changes. maintains a

history of progress updates. In addition, you can also enable the collection of remaining

effort and percentage complete to be reported at the workplan level.

You can use workplan versioning to create multiple working versions and evaluate


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schedule changes. All previously published workplan versions are stored for tracking

purposes and are saved in the historical archive.

For more information on workplan and progress management, see: Creating and

Updating Workplans, page 2-2.

Integrating with Microsoft Project

You can continue to use Microsoft Project when working with your projects, while

benefiting from the features that it has to offer.

You can send and receive a project, send an update, view real-time project information,

and receive real-time values for task attributes. You can send the following information

from Microsoft Project to :

• Schedule

• Budget

You can send the following information to Microsoft Project from:

• Project templates

• Existing projects

• Resources and rates

• Progress and actual effort

• Cost progress

You can use Microsoft Project to update the project schedule, progress, and budgetinformation. After all project details have been entered, you can then send the project

plan to a workplan or financial structure. Version details are displayed when a project

plan is linked to a workplan structure and versioning is enabled.

For more information on integrating with Microsoft Project, see: Overview of Microsoft

Project Integration, page 5-1.

Budgeting and Forecasting

You can create budgets and forecasts to manage the financial performance of a project

throughout the project lifecycle. You can also create multiple budgets and forecasts for a

project to demonstrate different scenarios. You can track project status and performance by comparing project budget and forecast amounts to actual amounts using Project

Performance Reporting and Project Status Inquiry features.

Using budgeting and forecasting you can perform the following functions:

• Maintain budget and forecast plan types


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• Create plan versions and enter amounts

• Generate budgets and forecasts from staffing plans, workplans, and other financial

plans

• Enter plan amounts using Microsoft Excel and HTML

• Enter plan amounts in multiple currencies

• Maintain plan versions

• Include change documents

• View plan amounts

For more information on budgeting and forecasting, see: Using Budgeting and

Forecasting, page 6-15.

Project Status Reporting

You can report relevant project status information for targeted audiences controlling the

content, publishing, frequency, and format. For example, you can provide a monthly

internal management report for your project steering committee, and a weekly team

project status report for your project.

As the project manager, you can control access to unpublished reports, prevent updates

and deletion of published reports, publish reports to be viewed online, and

communicate information to users without system access, via email. Email and

workflow notifications are sent out containing a snapshot of the status report, the report

is then approved, rejected, or forwarded to another approver.You create status reports based on report types. Report types determine the audience,

and other details such as the reporting cycle, reminder rules, and report approver

options.

When you associate a report type with a project, you define the reporting cycle, set up

the reporting approver's options, and choose a reminder rule for the report. Reporting

cycles define the start and end dates for the reporting period.

For more information on project status reporting, see: Overview of Project Status

Reporting, page 11-1.

Issue and Change Management

Oracle Projects provides you with a centralized system to manage issues and change

requests. This functionality enables team members to work together collaboratively to

resolve issues and communicate and implement changes to the project.

Using issue management, you can track issues and change requests from creation

through to completion, and deal with concerns or outstanding questions on projects.


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You can:

• Create issues based on predefined issue types

• Associate documentation for easy access

• Assign actions to people to help resolve the issues

• Enable team members to comment on issues

• Copy existing issues to accelerate the creation of new issues

• Export a list of issues into a Microsoft Excel spreadsheet for further analysis

• Automatically route issue approval using Oracle Workflow

Using change management, you can deal with events, actions, or conditions that affect

the scope, value or duration of a project or task.

For more information on issue management, see: Overview of Issue Management, page

7-1.

For more information on change management, see: Overview of Change Management,

page 8-1.

Document Management

Oracle Projects enables you to attach and store documents with projects on which you

are a team member. You can attach the following types of documents:

• a file

• a URL

• a plain text box

To attach documents, you must have authority to access the corresponding project, task,

or function. If you have access to a project, task, or function, you automatically have

access to all attached documents.

You can utilize folders and versions, checking documents in and out, and ensure

security for all documents.

You can specify attachment categories to help you define the types of documents that

can be attached to a project, task, or function. You can define attachment categories based on common characteristics that a class of documents have, and to improve search

results.

For more information on document management, see: Overview of Document

Management, page 9-1.


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of project performance and use this information to make informed decisions. You can

view project performance information at the project, task, and resource levels by time

period. After viewing key financial metrics for tasks and resources, you can drill down

to view detailed transaction information such as commitments, expenses, and events.

You can use the Oracle Applications personalization feature to configure the project

performance information contained in measures and graphs, and the layout of projectperformance pages.

For more information, see: Project Performance Reporting, page 10-2.

Performance Exceptions Reporting

Performance exceptions reporting features enable you to view a summary of exceptions

and issues on a project through visual status indicators that denote exceptions. The

status indicators provide you with an immediate understanding of critical, at risk, and

on track issues on the project. These features enable you to focus your time and effort

on solving critical problems faced on a project.

You can drill down to the details of a single exception, and enter or review remarks andreminders for corrective actions. You can set up Oracle Projects to automatically

generate the latest exceptions and key performance area status indicators on a periodic

basis. You can also set up Oracle Projects to automatically communicate the latest key

performance area performance statuses and exceptions to key stakeholders via e-mail.

For more information on performance exceptions reporting, see: Performance

Exceptions Reporting, page 10-38.

Project Status Inquiry

You can quickly and easily review the current status of a project, and then drill down

for a more detailed review of the project and its tasks. It enables you to search for a

project using search criteria. You can review project, task, and resource summary

amounts, and actual and commitment amounts using a different resource list.

Oracle Projects maintains various levels of project summary amounts for cost,

commitment, revenue, and budget amounts by project, task, and resource. You can

review project summary amounts to quickly determine the status of a project, such as

reviewing the current and original budgeted amounts and compare them to actual and

commitment amounts. You can drill down to see summary amounts for the resources of

the project or the selected task. You can select a resource list by which you want to view

actuals and budgets. In addition, you can export project status inquiry data into an

Excel spreadsheet for further analysis.

For more information on project status inquiry, see: Project Status Inquiry, page 10-9.


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Workplan and Progress Management 2-1

2Workplan and Progress Management

This chapter describes how to create and manage workplans and track their progress in

Oracle Projects.

This chapter covers the following topics:

• Overview of Workplan and Progress Management

• Creating and Updating Workplans

• Managing Workplan Effort and Cost

• Versioning a Workplan

• Viewing Workplans

• Managing Progress

Overview of Workplan and Progress ManagementThe workplan and progress management functionality in Oracle Projects helps your

project managers and team members drive towards scheduled completion of project

work through efficient collaboration.

This functionality provides project managers with a high degree of visibility and control

over their projects. It also enables task managers and team members to manage their

tasks and communicate progress to their project managers.

This chapter shows you how to:

• create, manage, version, and view work