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Oracle Project Accounting (PA) Online Training
Reach us: +91-9666183940, 8886096632
Mail: [email protected]
WWW.ERPTREE.COM
Application: Oracle Project Costing
Title: Creation of Indirect Project type, Indirect Project Template, and Indirect Project
From this document you can learn how to Create Indirect Project Type, Indirect Project Template, Indirect Project.
Note: in this document we have covered only basic level setups for demonstration purpose
Content
1. Indirect Project Type………………...........………………….…3
Setups Required for Indirect Project Creation
A. Define Service Type………………………....….……...3B. Define Work Type…………………………….………..4C. Define Resource List …………………..…...………….5D. Define Indirect Project Type…………………..……......6
2. Indirect Project Template.………...........……..…………...……121. Indirect Project Template Creation………….....………12
3. Indirect Project Creation ………….….....……..…….…………..291. Indirect Project Creation. …………....…..………..……29
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Step- 1: Define Service Type
Application: Project Costing
Nav: Setup Projects Service Type
1. Give Service Type Code2. Give Meaning3. Give Description4. Give Effective Date From
Step-2: Define Work Type
Application: Oracle Project Costing
Nav: Setup Utilization Work Type
1. Give Name2. Choose Transfer Price Amount Type as cost Transfer3. Give Description
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4. Give Effective Date From
Step-3: Define Resource List
Application: Project Costing
Nav: Setup Budgets Resource List
1. Give Resource List Name2. Give Description3. Select Group Resource By as Organization4. Select your Operating Unit in Resource Group5. Give Employee, Resource and Alias in Resource Type
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Step-4: Define Indirect Project Type
Application: Project Costing
Nav: Setup Projects Projects Type
1. Give name of the Project Type2. Choose Class as Indirect3. Select Effective Date.
Give Details in Details Tab
1. Select Service Type2. Select Work Type
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Oracle Project Accounting (PA) Online Training 6
Select Status Reporting Resource List
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Select Starting Project Status as "Unapproved"
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Indirect Project Template
Step-1: Define Indirect Project Template
Application: Project Costing
Nav: Setup Projects Project Template
1. Click on Find
2 Give Number3 Give name of the Indirect Project Template4 Give Indirect Project Type5 Select Organization6 Give Tran Duration7 Enable Option Name Structure8 Enable Option Name Tasks
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9 Enable Option Name Currency
10 Enable Option Name Key Members11 Enable Option Name Organization Override12 Enable Option Name Transaction Controls
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Select Option Name Structures
1. Click on Details
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2. Enable Financial Structure3. Enable Workplan Structure4. Click on Apply
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Select Option Name Tasks
1. Click on Details
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2 Click on Find
3 Give Task Number4 Give Task Name5 Give Description6 Give Transaction Start Date7 Click on Create Subtask
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8 Give Sub Task Number9 Give Sub Task Name10 Give Description11 Give Transaction Start Date
1. Select Task 2. Click on Create Peer Task
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3 Give Task Number4 Give Task Name5 Give Description6 Give Transaction Start Date
7 Click on Create Subtask
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8 Give Sub Task Number9 Give Sub Task Name10 Give Description11 Give Transaction Start Date
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12 Select Task 13 Click on Create Peer Task
14 Give Task Number15 Give Task Name16 Give Description17 Give Transaction Start Date
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18 Click on Create Subtask
19 Give Sub Task Number20 Give Sub Task Name21 Give Description22 Give Transaction Start Date
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Select Option Name Key Members
1. Click on Details
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2 Select Employee Name3 Select Employee Number
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4 Select Role as Project Manage
1. Click on Change Status
2. Select Project Status as Approved
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3. Status Changes from Unapproved to Approved
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Indirect Project Creation
Step-1: Define Indirect Project
Application: Project Costing
Nav: Projects
1. Give Indirect Project Template Number 2. Click on Find
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3. Click on Copy To
4. Give Indirect Project Number5. Give Indirect Project Name6. Click OK
7. Select Indirect Project8. Click on Open
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9. Select Change Status
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10. Select Project Status as Approved11. Click on OK
12. Project Status Changes to Approved
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"Oracle Project Accounting (PA) Online Training"
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