Post on 18-Jan-2016
description
R12.2 Oracle Projects Cost Break Down StructureOverview Oct-2013
Introduction Cost Break Down Structure Overview CBS Configuration Considerations About the author
Contents
The Cost Break Down Structure is a new feature of the Project Management module of Oracle EBS R12.2
The Cost Break Down Structure (CBS) provides an additional element to the existing project structures - Work Break Down Structure (WBS) and Resource Break Down Structure (RBS)
The CBS is defined once and used across multiple projects to track cost elements
It is now possible to plan by cost code, enter actuals against a cost code and generate forecast by cost code
Introduction
WBS – Activity Breakdown
CBS – Cost Breakdown
RBS – Resource Breakdown
CBS Overview - PlanningResources are
assigned to cost codes
Same resource can be assigned to
multiple Cost Codes
CBS Overview - PlanningView Workplan and financial plan by:WBS
CBS
RBS
CBS Configuration
Pre-Reqs
• R12.2.2• Apply patch 16883942:R12.PA.C to set the profile PA: Enable Projects for Cost Breakdown
Planning to Yes
CBS Setup
• Create CBS Cost Categories - PA_CBS_COST_CATEGORIES Lookup • Create Cost Attributes for cost categories – Lookup• Create CBS• Create CBS Levels and assigned cost attributes
Enable CBS Structure
• Enable CBS Structure on project• Select active CBS structure
CBS Configuration – Pre-Req CBS functionality is available from R12.2.2 Apply patch 16883942:R12.PA.C to set the profile PA:
Enable Projects for Cost Breakdown Planning to Yes
CBS Configuration – CBS Setup Create CBS Categories (Levels) and Cost Attributes
CBS Configuration – CBS Setup Assign form function PA_CBS_DEFINE to menu
Assign form function to the menu
Create CBS using the new menu function
CBS Configuration – CBS Setup
Create Hierarchy levels and assign cost attributes
Notice code structure for 2nd
level
Max 5 levels(segments)
CBS Configuration – CBS Setup
Enable CBS Structure on project and select active CBS
Considerations User will select combination of Task and Cost Code and not
only task when entering project transactions in Payables, Purchasing, Oracle Time and Labour and iExpenses.
Users can assign higher level CBS cost codes to resource assignments and later select lower levels of CBS
Cost Codes need to be added to a task to be available for selection for the task using the task setup page
Cost Codes can not be assigned to events, billing or revenue
Projects can not be upgraded to use CBS functionality only newly created projects can use the CBS functionality
CBS can not be changed on a project with resource assignments or actuals
A CBS can not be assigned to a Program
Considerations - Continued When using CBS functionality for a project the following
functionality is not available:◦ Oracle Projects Grants Management◦ Enhanced Labour Costing (Payroll integration for labour costing)◦ For cost breakdown planning enabled projects, you must use the client
extension hooks to allocate costs (Cost Allocations)◦ Integrated budgets or budgets with budgetary controls. You must log in to
Self Service Web Application (SSWA) to create financial plans.◦ Inter-project billing (Receiver task not available for CBS enabled project)◦ MS-Projects Integration◦ Purchasing deliverable actions in project management◦ Integrate a cost breakdown planning enabled project with the following
applications: Oracle Asset Tracking, Oracle Project Manufacturing, Oracle Inventory, and Oracle Payroll
◦ Baseline Funding Without Budget check box.◦ Forecasts from a staffing plan as the staffing plan does not have any cost
code information.◦ A project can not be enabled as a program if cost breakdown planning is
enabled for it.
Matthew Bezuidenhout is a Chartered Accountant with 14 years experience implementing and supporting Oracle’s E-Business Suite specializing in Oracle Projects
Contact e-mail address: matthew.bezuidenhout@gmail.com
About the author