Billing & Costing Set Up

8/10/2019 Billing & Costing Set Up

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Project Costing & Billing Set Ups:

Expenditure Categories:

expenditure categoryfor each of the following expenditure categories:

Name Description

Labor Labor costs

Travel Travel expenditures

In-House Recoverables Use of corporate assets

Outside Services Outside services

aterial aterials

Other !xpenses !xpenses" excluding travel

Revenue Categories

revenue categories for labor and others for all other revenue#

Name Description

$ee $ee !arned

Labor Labor Revenue

Other %on-Labor Revenue

&a'(ent &a'(ent

Defning Expenditure Types

To define expenditure types:

)# %avigate to the !xpenditure T'pes window# !nter a uni*ue na(e for the expenditure

t'pe#+# !nter the expenditure categor' and revenue categor' 'ou want to associate with this

expenditure t'pe#

,# !nter the unit of (easure 'ou want Oracle &roects to use when calculating the cost forthis expenditure t'pe# .ou (ust enter Hours for labor expenditure t'pes#


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/# If this expenditure t'pe re*uires a cost rate" chec0 the Rate Re*uired chec0 box" then

choose 1ost Rate to navigate to the !xpenditure 1ost Rates window and enter a cost rate

and its effective date2s3#If this expenditure t'pe does not re*uire a cost rate" do not chec0 the Rate Re*uired chec0

box#

Note: If 'ou create a non-labor expenditure t'pe without chec0ing the Rate Re*uired chec0 box"'ou cannot subse*uentl' re*uire and enter a cost rate for that expenditure t'pe# Instead" 'ou (ust

disable the expenditure t'pe and create a new one that re*uires a cost rate and has a uni*ue

na(e# If 'ou chec0 the Rate Re*uired chec0 box when 'ou create a non-labor expenditure t'pe"'ou can change the cost rate at an' ti(e#

4# !nter a description for the expenditure t'pe# .ou can optionall' enter effective dates

for the expenditure t'pe#5# !nter the expenditure t'pe class 'ou want Oracle &roects to use when deter(ining

how to process the expenditure ite(#

6# Save 'our wor0#

$re(ont 1orporation7s i(ple(entation tea( defines the following expenditure t'pes#

$re(ont defines cost rates for the expenditure t'pes 1o(puter Services" 8ehicle" &ersonal 9uto

Use" and $ield !*uip(ent because these expenditure t'pes use non-labor expenditure t'pe

classes and use units other than dollars# $or these expenditure t'pes" $re(ont enables the RateRe*uired chec0 box#

Name Unit DescriptionExpenditure

CategoryRevenue

Category

Expenditure

Type Class

Administrative Hours 9d(inistrative

labor hours

Labor Labor Straight Ti(e

Clerical Hours 1lerical labor

hours


Other a!or Hours Other labor hours Labor Labor Straight Ti(e

Overtime Hours Overti(e laborhours

Labor Labor Overti(e

"rofessional Hours &rofessional labor

hours


Air Travel ollars 9ir travel

expenses

Travel Other !xpense

Reports

Automo!ile

Rentalollars 9uto rental

expensesTravel Other !xpense

Reports

Entertainment ollars !ntertain(ent

expenses

Other !xpenses Other !xpense

Reports


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#eals ollars eal expenses Travel Other !xpense

Reports

Other Expenses ollars Other expenses Other !xpenses Other !xpense

Reports

"ersonal Auto

Useiles &ersonal auto

(ileageTravel Other !xpense

Reports

Computer

$ervices

Hours Use of corporate

co(puters

In-House

Recoverables

Other Usages

%ield E&uipment Hours Use of co(pan'

e*uip(ent

In-House

Recoverables

Other Usages

Other Asset ollars Use of other

co(pan' asset

In-House

Recoverables

Other Usages

'ehicle a's Use of corporatevehicle

In-HouseRecoverables

Other Usages

Construction ollars Outside

construction wor0

Outside

Services

Other Supplier

Invoices

Consulting ollars Outside

consultants

Outside

Services

Other Supplier

Invoices

Other (nvoice ollars Other outsidewor0

Other !xpenses Other SupplierInvoices

$upplies ollars Supplies Other !xpenses Other Supplier

Invoices

#isc Travel

Expenses

ollars isc travel

expenses

Travel Other !xpense

Reports

odging ollars Lodging expenses Travel Other !xpense

Reports

#aterial ollars aterials aterial Other SupplierInvoices

Company Codes

$re(ont 1orporation has four subordinate organi;ations within the business group< $re(ontdefines co(pan' seg(ents for each organi;ation# The 1o(pan' seg(ent is $re(ont7s balancing

seg(ent#

OrganizationCompan

y


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9d(inistration =)

$re(ont !ngineering =+

$re(ont 1onstruction =,

$re(ont Services =/

Company and Cost Center Codes

%otice that each of the lowest level organi;ations 2groups3 in $re(ont 1orporation7s organi;ation

hierarch' corresponds to a cost center#

OrganizationCompan

y

Cost

Center

$re(ont 1orporation ===

Administration =) )==

!xecutive Office =) )=)

Hu(an Resources =) )=+

$inance =) )=,

Infor(ation Services =) )=/

%remont Engineering =+ +==

!lectrical =+ +=)

Structural =+ +=+

echanical =+ +=,

!nviron(ental =+ +=/

%remont Construction =, ,==

>est =, ,=)

idwest =, ,=+!ast =, ,=,

South =, ,=/

International =, ,=4

%remont $ervices =/ /==


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ata S'ste(s =/ /=)

Ris0 9nal'sis =/ /=+

Account Codes

$re(ont 1orporation uses a si(ilar set of accounts for each co(pan' and cost center" although

not ever' co(pan' and cost center has each 0ind of account# The 9ccount seg(ent is $re(ont7snatural account#

Accoun

tDescription Type

)=== 1ash 9sset

))== 9ccounts Receivable 9sset

))=) Unbilled Receivables 9sset

)+== Inventor' 9sset

)4== Interco(pan' 9sset

)5== &repa'(ents - !(plo'ee 9dvances 9sset

+)== Unearned Revenue Liabilit'

++== 9ccounts &a'able" !(plo'ee Liabilit'

+,== &a'roll 1learing Liabilit'

+/== 9sset Usage 1learing Liabilit'

+4== 9ccounts &a'able" Supplier Invoice Liabilit'

,)== Retained !arnings Ownership

/)== &rivate &rofessional $ee Revenue Revenue

/)=) &ublic &rofessional $ee Revenue Revenue

/)=+ &rivate ?orrowed and Lent Revenue

/)=, &ublic ?orrowed and Lent Revenue

/+== 1o(puter $ee Revenue Revenue

/+=) 8ehicle and !*uip(ent Revenue Revenue

/+=+ isc 9sset Revenue Revenue


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/+)= Usage ?orrowed and Lent Revenue

/,== O1 Revenue Revenue

//== Subcontractor Revenue Revenue

/4== ?onus Revenue Revenue

/5== Other isc Revenue Revenue

4)== &rivate" ?illable Labor 1ost !xpense

4)=) &ublic" ?illable Labor 1ost !xpense

4)=+ &rivate" %on-?illable Labor 1ost !xpense

4)=, &ublic" %on-?illable Labor 1ost !xpense

4)4= ar0eting Labor 1ost !xpense

4)4) @overn(ent ar0eting 1ost !xpense

4)4+ Research A evelop(ent Labor 1ost !xpense

4)4, 9d(inistration Labor 1ost !xpense

4)4/ ?id an &roposal Labor 1ost !xpense

4)6= Holida' Ti(e !xpense

4)6) Sic0 Ti(e !xpense

4)6+ 8acation Ti(e !xpense

4)6, Overti(e Labor 1ost !xpense

4)BB Transfer Out to Inventor' !xpense

4+== Travel A Lodging !xpense !xpense

4+=) eals !xpense !xpense

4+=+ iscellaneous !xpense !xpense

4/== 1o(puter !xpense !xpense

4/=) 8ehicle and !*uip(ent !xpense !xpense

4/=+ Other 9sset !xpense !xpense

44== >rite-Offs !xpense

45== 1onstruction Subcontracting !xpense !xpense

45)= 1onsulting !xpense !xpense


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45+= iscellaneous Subcontract !xpense !xpense

45,= Supplies !xpense

Eployees and !rgani"ationsOracle Projects shares organization, job, and employee information with Oracle

Human Resources. If your business does not currently use Oracle Human Resources,

you dene this data using the Oracle Human Resources windows proided with

Oracle Projects. If you install Oracle Human Resources, you must dene this data

using an Oracle Human Resources login responsibility! you cannot use the windows

proided with Oracle Projects.

.our i(ple(entation of Oracle Hu(an Resources to wor0 with Oracle &roects involves the

following areas:

o "ening organizations and an organization hierarchy

o "ening jobs

o #ntering employee information

If you hae already implemented Oracle Human Resources, you can s$ip many of

the steps included in this section. #nsure that the jobs and organizations you

dened in Oracle Human Resources correspond to the data you want to use with

Oracle Projects.

!rgani"ations !vervie#Organizations are departments, sections, diisions, companies, or other

organizational units in your business. %or e&ample, %remont 'orporation

organizations include the following hierarchy of diisions and groups(

o )dministration diision

Human Resources and Information *erices groups

o %remont 'onstruction diision

International group

If you wor$ with contractors or other companies outside your business, you can

dene them as organizations that you denote as +e&ternal.+ %or e&ample, you might

dene an organization as e&ternal to record a wor$ site address at which employees

are stationed for e&tended periods of time.


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!rgani"ation Classifcationso control how an organization is used in Oracle Projects, you enable one or more of

the following Organization 'lassications(

o Project$Tas% !#ning !rgani"ationProject-as$ Owning

Organizations are organizations that can own projects and-or tas$s inthe operating unit.

o Project Expenditure$Event !rgani"ation#&penditure-#entOrganizations are organizations that can own project eents labor andnon/labor0 and can incur e&penditures for projects in the processingoperating unit.

o Project 'nvoice Collection !rgani"ationIf your businessdecentralizes its inoice collection within an operating unit, you mustenable the Project Inoice 'ollection Organizations classication foreach organization in which you want to process inoices.

(ocations1ou can dene an unlimited number of locations using the 2ocation window.

2ocation names appear in a list of alues in any eld where you enter a location

such as the Organization and #nter Person windows.

9lthough the Location window allows 'ou to enter detailed infor(ation about a location" Oracle

&roects re*uires onl' that 'ou provide infor(ation in theNamefield for each location#

.ou define a location for each address 'our business uses# @ive each location a short na(e andthen assign it to an individual organi;ation or to an e(plo'ee# 9 location is easier to t'pe than a

full address" especiall' if (an' e(plo'ees or organi;ations use it# If several organi;ations are

located at the sa(e address" 'ou assign the corresponding location to each organi;ation#

$or exa(ple" if >HC is the location for >orld Head*uarters and >estis the location for a >estcoast office" 'ou assign all organi;ations at >orld Head*uarters the location WHQ" and all

organi;ations at the >est coast office the location West#

.ou can use locations for reporting purposes# $or exa(ple" 'ou (ight assign one location to 'our

corporate head*uarters and another location to 'our large branch office on the !ast coast# ?oth ofthese organi;ations (a' include several subordinate organi;ations# .ou can create custo( reports

using these locations" such as one that brea0s down the total revenue b' the location of a proect-

owning organi;ation#

$ee Also

Organizations

!(plo'ees
http://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/org.htm#p_orghttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/emp.htm#p_emphttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/emp.htm#p_emphttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/org.htm#p_orghttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/emp.htm#p_emp


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Site Locations

%remont 'orporation3s Oracle Projects implementation team denes a location for

%remont3s corporate head4uarters, where most of its organizations are located.

Name H5

Description 'orporate Head4uarters

City 6ay 7roe

State ')

Country 8nited *tates

%remont3s implementation team denes a location for the #ast coast eld o9ce of

the %remont 'onstruction business unit.

Name #ast

Description 'onstruction / #ast coast eld o9ce

City 6oston

State :)

Country 8nited *tates

%remont3s implementation team also denes a location for the International eld

o9ce of the %remont 'onstruction business unit.

Name International

Description 'onstruction / International eld o9ce

City :arseilles

State

Country %rance
http://docs.oracle.com/cd/A60725_05/html/comnls/us/per/orglc.htm#locationhttp://docs.oracle.com/cd/A60725_05/html/comnls/us/per/orglc.htm#location


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!rgani"ations)fter you identify your business group, you need to specify all the organizations

within the business group. hese organizations may be diisions, groups, or other

organizational units, as well as organizations representing your e&ternal contractors.

Oracle &roects uses organi;ations for the following business purposes:

o Project-tas$ managing organizations

o #mployee assignments

o #&penditure entry

o ;on/2abor resource ownership

o 6udgeting

o "ening Resources for Project *tatus Reporting

o 6urden cost processing

o Inoice and collections processing

o Reporting

1ou use the Organization window to specify all the organizations within your

business group. Organizations you dene here appear in lists of alues in the

Organization ;ame elds throughout Oracle Projects.

)ttention:


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)dministration Project-#&penditure-#ent

Project Inoice 'ollection

H5

"ata *ystems Project-#&penditure-#ent

Project-as$ Owning

H5

#ast Project-#&penditure-#ent

Project-as$ Owning

#ast

#lectrical Project-#&penditure-#ent

Project-as$ Owning

H5

#nironmental Project-#&penditure-#entProject-as$ Owning H5

#&ecutie O9ce Project-#&penditure-#ent

Project-as$ Owning

H5

%inance Project-#&penditure-#ent

Project-as$ Owning

H5

%remont 'onstruction Project-#&penditure-#ent


H5

%remont #ngineering Project-#&penditure-#ent


H5

%remont *erices Project-#&penditure-#ent


H5

Human Resources Project-#&penditure-#ent

Project-as$ Owning

H5

Information *erices Project-#&penditure-#ent

Project-as$ Owning

H5

International Project-#&penditure-#ent

Project-as$ Owning

International


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:echanical Project-#&penditure-#ent

Project-as$ Owning

H5

:idwest Project-#&penditure-#ent

Project-as$ Owning

H5

Ris$ )nalysis Project-#&penditure-#ent

Project-as$ Owning

H5

*outh Project-#&penditure-#ent

Project-as$ Owning

H5

*tructural Project-#&penditure-#ent

Project-as$ Owning

H5


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o )n #&penditure-#ent Organization Hierarchy =ersion is assigned toeach operating unit. *ee( #&penditure-#ent Organization Hierarchy.

o ) "efault Reporting Organization Hierarchy =ersion is assigned to eachoperating unit. *ee( "efault Reporting Organization Hierarchy.

o ) Project 6urdening Hierarchy =ersion is assigned to each businessgroup. *ee( *pecifying a Project 6urdening Hierarchy.

If you currently use Oracle Human Resources, you can use e&isting hierarchies for

Oracle Projects or create new hierarchies. If you do not currently use Oracle Human

Resources, you must specify at least one hierarchy for Oracle Projects. 1ou can

change these organization hierarchy ersions at any time. he e&ception to this is

the Project 6urdening Hierarchy. *ee( *pecifying a Project 6urdening Hierarchy.

$ee Also

Organization Hierarchies

%remont 'orporation3s organization hierarchy contains four organizations directly

subordinate to its business group. hose organizations in turn hae seeral

subordinate organizations of their own(
http://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/impops14.htm#p_imp_exhihttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/impops06.htm#t_orghi_imphttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/orghie02.htm#t_pburd_hierhttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/orghie02.htm#t_pburd_hierhttp://docs.oracle.com/cd/A60725_05/html/comnls/us/per/orghi.htm#org_hierhttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/impops14.htm#p_imp_exhihttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/impops06.htm#t_orghi_imphttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/orghie02.htm#t_pburd_hierhttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/orghie02.htm#t_pburd_hierhttp://docs.oracle.com/cd/A60725_05/html/comnls/us/per/orghi.htm#org_hier


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%remont 'orporation uses the following information to dene its default reporting

organization hierarchy(

Default Reporting Organization Hierarchy

Name Oracle Projects

Version

Number >

Organization

Name %remont 'orporation

%remont 'orporation denes subordinate organizations as displayed in the graphic

aboe


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Business .roups) business group is the highest leel of organization and the largest grouping of

employees across which you may report.

Oracle Hu(an Resources includes a predefined organi;ation na(ed Setup Business Group# >e

reco((end that 'ou (odif' the definition of this predefined business group rather than defininga new one# If 'ou define a new business group instead of (odif'ing the predefined SetupBusiness Group" 'ou need to set theHR: Security Profileprofile option to point the securit'

profile for the new business group# Oracle Hu(an Resources auto(aticall' creates a securit'

profile with the business group na(e when 'ou define a new business group# Oracle Hu(anResources incorporates all other organi;ations 'ou specif' into the business group 'ou define#

See: Setting Up Securit' in Oracle HRS

.ou use the Organi;ation window to retrieve the predefined Setup Business Groupand change its

na(e to the na(e of 'our business group to create 'our business group# The business group 'oudefine here appears in the list of values when 'ou set up theHR: Security Profileprofile option#

9 business group is a special classification of an organi;ation" so 'ou also need to specif' its

organi;ation t'pe" location" and whether it is an internal or external organi;ation# It is also

essential to select the correct legislation code for a business group for correct functioning ofOracle Hu(an Resources# .ou cannot change the legislation code after entering e(plo'ees in a

business group# See also: !ntering ?usiness @roup Infor(ation

)ttention: #mployees, organizations, and other entities are partitioned by business

group. If you set up more than one business group, your data will be partitioned

accordingly. In addition, classifying an organization as a business group is not

reersible. 6e sure to plan your business group setup carefully. %or more

information, refer to the Oracle Human Resources User's Guide.

.ou (ust also specif' re*uired business group infor(ation# %ote that even though 'ou (ust fillin a value for ever' seg(ent in the ?usiness @roup $lexfield" Oracle &roects uses onl' the

following infor(ation:

o *hort name

o #mployee ;umber 7eneration

o ?ob %le&eld *tructure

o Project 6urdening Organization Hierarchy

%or each 6usiness 7roup, you specify a Project 6urdening Organization

Hierarchy and =ersion. Oracle Projects uses the Organization

Hierarchy-=ersion to determine the default 6urden :ultiplier when compiling

a 6urden *chedule. *ee( 6urden *chedules
http://docs.oracle.com/cd/A60725_05/html/comnls/us/per/scaud06.htm#setupsechttp://docs.oracle.com/cd/A60725_05/html/comnls/us/per/orgdf05.htm#BG_infohttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/burden04.htm#t_burd_schehttp://docs.oracle.com/cd/A60725_05/html/comnls/us/per/scaud06.htm#setupsechttp://docs.oracle.com/cd/A60725_05/html/comnls/us/per/orgdf05.htm#BG_infohttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/burden04.htm#t_burd_sche


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1ou must dene the Organization Hierarchy before you associate it with a

6usiness 7roup see( Organization Hierarchy0.

Oracle Human Resources lin$s the predened ?ob %le&eld structure to your

business group

Speci/ying a Project Burdening ,ierarc-y

"rere&uisites

"ene organizations. *ee( Organizations.

"ene organization hierarchy. *ee( Organization Hierarchy.

To specify pro)ect !urdening hierarchies:

>. *elect an Oracle Projects responsibility with access to the Organizationwindow associated with the 6usiness 7roup for which you are entering 2egal

#ntities and Operating 8nits.

0ote: Perform these steps in the corresponding Oracle Human Resources windows

if you hae installed that application.

@. ;aigate to the Organizations window *etup A Human Resources A

Organizations A "ene0.

B. "ene an organization or 4uery organizations that you dened as a

business group. 1ou must dene the hierarchy before you designate it as the

project burdening hierarchy.

0ote: "epending on your enterprise organization structure and business process, it

is possible for the Project 6urdening Hierarchy =ersion to be diCerent from the

Project-as$ Organization Hierarchy =ersion, #&penditure-#ent Organization

Hierarchy =ersion, or "efault Project Reporting Organization Hierarchy =ersion the

you dened for any operating units associated with the business group. he 'ost

"istribution processes will not burden e&penditures for e&penditure organizations

that are not in the Project 6urdening Hierarchy.

(f you add a ne* organi+ation to the "ro)ect ,urdening -ierarchy 'ersion

If you add a new organization to the Project 6urdening Hierarchy =ersion, you must

o add new burden multipliers for that organization in the appropriateburden schedules, or
http://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/orghier.htm#p_orghierhttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/org.htm#p_orghttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/orghier.htm#p_orghierhttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/orghier.htm#p_orghierhttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/org.htm#p_orghttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/orghier.htm#p_orghier


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o use the multipliers inherited from the parent organization as theburden multipliers for the organization

If you want to add burden multipliers to a particular schedule ersion for the

organization, you need to compile the aCected schedule ersion.

If 'ou use the parent organi;ation (ultipliers" 'ou (ust sub(it the &R1: 9dd %ew Organi;ation?urden 1o(piled ultipliers process# This process adds (ultipliers for this organi;ation to all

burden schedules versions for which 'ou did not explicitl' add (ultipliers#

If 'ou do not run this process" 'ou will encounter a reection reason of 71annot find co(piled

(ultiplier7 for transactions charged to this organi;ation#

$ee Also

Organizations

%remont 'orporation does not use Oracle Human Resources.

%remont3s implementation team 4ueries up the predened Setup Business Group

and enters the following information to dene its business group(

!rgani"ation

Name ype !nternal or "#ternal Location

%remont 'orporation 'ompany Internal H5

!rgani"ation Classifcations

$usiness %roup

HR Organization

%remont 'orporation uses the following business group information, which is

predened with the Setup Business Group. %remont needs to change only the *hort

;ame and the #mployee ;umber 7eneration eld information.

o enter 6usiness 7roup information, choose Business Groupin the Organization

'lassiactions zone, then choose Business Group Informationin the )dditional

Organization zone.

Business .roup 'n/oration
http://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/org.htm#p_orghttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/org.htm#p_org


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Short Name %remont

"mployee Number %eneration :anual

&pplicant Number %eneration )utomatic

%ra'e (le#)el' Structure 7rade %le&eld

%roup (le#)el' Structure People 7roup %le&eld

*ob (le#)el' Structure ?ob %le&eld

Costing (le#)el' Structure 'osting )llocation %le&eld

Position (le#)el' Structure Position %le&eld

Legislation Co'e 8nited *tates

Currency 8*"

Project Burdening ,ierarc-y

Organization Hierarchy Oracle Projects

Hierarchy Version >

1o2s1ou use the ?ob window to dene jobs. 1ou should consider how you want to use jobs

in Oracle Projects before you dene your ?ob %le&eld. Oracle Projects allows you to

budget and bill based on jobs. 1ou can also include job titles on your inoices.

To define obs" 'ou (ust co(plete the following steps:

o "ene job De&eld alue sets

o "ene job De&eld segments

o "ene job De&eld segment alues


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o "ene job titles

1o2 3lexfeld 4alue Setshe implementation team dened one alue set for each segment. he alue set

uses mi&ed character segments >E characters long using a alidation type of

Independent.

%remont 'orporation3s implementation team denes a alue set namedJob Levelfor

the ?ob %le&eld leel segment(

Name ?ob 2eel

(ormat ype 'har

+a#imum Size >E

&lphabetic Characters 1es

,ppercase Only ;o

Vali'ation ype Independent

%remont 'orporation3s implementation team denes a alue set namedJob

Disciplinefor the ?ob %le&eld discipline segment(

Name ?ob "iscipline

(ormat ype 'har

+a#imum Size >E

&lphabetic Characters 1es

,ppercase Only ;o

Vali'ation ype Independent


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Eployees and Eployee )ssignents8se the #nter Person window to enter employee information. Oracle Projects

re4uires the following information for employees(

o last name

o rst name

o employee number

o start date

o organization

o job

o superisor for online e&penditure approal0

o billing title

o e&pense address Dag home or o9ce0 for interfacing e&pense reportsto Oracle Payables

)ttention: If you hae Oracle Human Resources installed, you cannot use Oracle

Projects to dene employee information. 8se an Oracle Human Resources

responsibility to dene employees.

Use A"( to oad Employee (nformation

)s an alternatie to entering employee information manually, you can use an

)pplication Programming Interface )PI0 to load employee data if you hae fully

installed Oracle Human Resources. he Oracle Human Resource :anagement

*ystems HR:*0 proides documentation on )PIs for creating employee records in

HR:*. 8se the createFgbFemployee )PI to create a 8G employee,

createFusFemployee to create a 8* employee, and createFemployee to create an

employee for any other legislation.

$or (ore infor(ation on these 9&Is" see 9&Is in Release ))#=# $or technical infor(ation about

using the HRS 9&Is" see: Technical !ssa's (Oracle Human Resources Implementation Guide)

$ee Also

Integrating with Oracle Human Resources

Interface !xpense Reports to &a'ables
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!nter &erson

%remont 'orporation3s Human Resources department enters the following

information for three employees.

"onald 7ray(

Eployee: Last Name 7ray

(irst Name "onald

Number >

"#pense &''ress O9ce

)ssignent: Location H5

Organization Ris$ )nalysis

*ob Principal. #ngineer

"mployee $illing itle #ngineer

?ames Robinson(

Eployee: Last Name Robinson

(irst Name ?ames

Number >>



Super-isor 7ray, "onald

Organization #nironmental

*ob *enior.#ngineer
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"mployee $illing itle 7eologist

)my :arlin(

Eployee:Last Name

:arlin

(irst Name )my

Number >@



Super-isor 7ray, "onald

Organization "ata *ystems

*ob *enior.'onsultant

"mployee $illing itle *ystems )nalyst

Custoers1ou dene customers in either the 'ustomers or 'ustomer *ummary window.

'ustomers can be dened either in Oracle Receiables or in Oracle Projects. *ee(

#ntering 'ustomersOracle Receivables User's Guide!.

0ote:1ou must dene the option for customer numbering when you implement

Oracle Projects, whether or not you hae also installed Oracle Receiables. If you

hae both Oracle Projects and Oracle Receiables installed, you enter the Oracle

Receiables system options related to customers in Oracle Projects3 *ystem Options

window.

In Oracle &roects" 'ou use custo(ers" custo(er addresses" and custo(er contacts to specif'custo(ers for which 'ou are doing proect wor0# !ach 1usto(er (ust have one pri(ar' bill-to

address" one pri(ar' ship-to address" and one pri(ar' bill-to contact# The pri(ar' bill-to contact

(ust be entered in the &ri(ar' ?ill-To 1ontacts Role window and in the ?usiness &urposeetails window#

0ote: In a multiple organization enironment, customers are shared across

operating units. Howeer, you must dene customer addresses for each operating
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unit. If multiple operating units are doing project wor$ with the same customer,

each operating unit must hae an address dened for the customer.

%remont 'orporation3s accounting department needs to add three customers to

their customer database. %remont uses the 5uic$ 'ustomer #ntry form to dene

customers. *ince each customer has only one address, the addresses are set up asthe primary bill/to and ship/to sites. #ach bill/to contact is identied as the primary

bill/to contact since there is only one contact for each customer.

he 'ity of *an %rancisco is a %remont 'orporation customer(

Custoer

Name 'ity of *an %rancisco

Number >

)ddress 'ity Hall

*an %rancisco, ') J>>@, 8*

)ddress 'ity Hall

*an %rancisco, ') J>>@, 8*

$ill 1es

Ship 1es

+ar.et 1es

&''ress Contact

Last Name (irst itle *ob itle $ill Ship

2as$y ?ohn :r. )P *uperisor 1es 1es

he Port of Oa$land is another %remont 'orporation customer(

Custoer

Name Port of Oa$land


24/291

Number >>

Status )ctie

Category 'ustomer

Pro)le Class "#%)82

ype #&ternal

)ddress > #. *easide

Oa$land, ') J>B, 8*

$ill 1es

Ship 1es

&''ress Contact

Last Name (irst itle *ob itle $ill Ship

@, 8*

$ill 1es

Ship 1es

+ar.et 1es


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&''ress Contact

Last Name

(irst

itle

*ob itle

$ill

Ship

"aies ? :r. )P *uperisor 1es ;o

)ddress Hunters Point

*outh *an %rancisco, ') J>KL, 8*

$ill 1es

Ship 1es

+ar.et 1es

'pleentation !ptions)fter you implement other Oracle )pplications to wor$ with Oracle Projects, you can

dene Oracle Projects options in the Implementation Options window. he

Implementation Options tell Oracle Projects how to interface data with other Oracle

)pplications.

0ote: In a multiple organization enironment, each operating unit has its ownimplementation options. Oracle Projects implementation options determine how

data is interfaced with other Oracle )pplications and control cross/charging

capability across operating units. #&penditures can be charged to a project in a

diCerent operating unit from the e&penditure operating unit, as long as the two

operating units are associated with the same 72 set of boo$s, HR business group,

and P) period type, and the prole option P)( )llow 'ross/'harging in :ulti/Org is

set to 1es for that responsibility.

"rere&uisites:

"ene your set of boo$s.*ee( *etting 8p Oracle )pplications *et of

6oo$s.

"ene a business group. *ee( Identify 1our 6usiness 7roup.

"ene organization hierarchies*ee( Organization Hierarchy.
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he Oracle Projects implementation options include the following groups of options(

o *ystem Implementation Options

o Project *etup Implementation Options

o 'osting Implementation Options

o 6illing Implementation Options

Suari"ation Period Type*pecify a summarization period type, which is used when updating project summary

amounts.

Oracle &roects (aintains su((ar' a(ounts as follows:

o Period/to/"ate )mounts P"0

o Prior Period )mounts PP0

o 1ear/to/"ate )mounts 1"0

o Project or Inception/to/"ate )mounts I"0

1ou specify whether to maintain the summary period/to/date alues Period/to/"ate

and Prior Period0 by P) Period or 72 Period.

Project 0u2ering1ou specify whether you want Oracle Projects to number projects automatically, or

whether you plan to enter project numbers manually.

If 'ou want Oracle &roects to nu(ber each proect auto(aticall' upon creation" then specif' a

starting proect nu(ber# 9uto(atic proect nu(bers are nu(eric< the' do not contain letters orspecial characters and are se*uentiall' nu(bered#

If 'ou want to choose 'our own proect nu(bers" or if want 'our proect nu(bers to include both

alphabetic and nu(eric characters" choose the (anual proect nu(bering (ethod# anual

proect nu(bers can be either alphanu(eric or nu(eric#

0ote: "ro#ect templatesare always numbered manuall$. he Project ;umbering

implementation option does not aCect how project templates are numbered.

%remont 'orporation prefers alphanumeric, manually entered

project numbers.
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Project 0u2ering 5et-od :anual

Project 0u2er Type )lphanumeric

If 'ou alread' have alphanu(eric proect nu(bers" 'ou can either continue entering

alphanu(eric proect nu(bers (anuall'" or 'ou can switch fro( (anual to auto(aticnu(bering# If 'ou choose the latter" 0eep in (ind that while 'our alphanu(eric proect nu(bers

will alwa's exist in their current for(" Oracle &roects auto(aticall' generates all future proect

nu(bers using nu(bers onl'#

0ote: In a multiple organization installation of Oracle Projects, project numbers

including project template numbers0 are uni4ue across operating units.


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4ersion 0u2er >

Start !rgani"ation %remont 'orporation

Costing 'pleentation !ptionso #&penditure 'ycle *tart "ay

o #nable Oertime 'alculation

o Interface 'ost to 72

o #&penditure-#ent Organization Hierarchy

Expenditure Cycle Start Day1ou specify an #&penditure 'ycle *tart "ay to indicate the day your seen/day

e&penditure wee$ begins. If you specify :onday as the e&penditure cycle start day,

the wee$ ending date on all e&penditures, including timecards and e&pense reports,

is the following *unday. 1ou can choose any day of the wee$ as your e&penditure

cycle start day.

%remont 'orporation3s e&penditure wee$ begins on a :onday. hat is, each timecard

begins on a :onday and ends on a *unday.

Expenditure Cycle Start Day :onday

Ena2le !vertie Calculations1ou specify whether you want to use the Oertime 'alculation program to calculate

and charge oertime hours automatically.

.ou (a' need to custo(i;e the Overti(e 1alculation progra( if 'our business wants to use

auto(atic overti(e calculation#

$ee Also

Oertime in Oracle Projects

%remont 'orporation uses automatic oertime

calculation.

Ena2le !vertie Calculations #nabled
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'nter/ace Cost to .(If you want to interface costs with Oracle 7eneral 2edger, you need to enable the

system options for labor and usage costs interface. If you set these elds to

disabled, Oracle Projects does not interface cost transactions to Oracle 7eneral2edger.

%remont 'orporation wants to interface costs with Oracle

7eneral 2edger.

'nter/ace (a2or Costs #nabled

'nter/ace Usage Costs #nabled

Expenditure$Event !rgani"ation ,ierarc-y1ou assign an e&penditure-eent organization hierarchy to the operating unit to

control which organizations hae the following capabilities(

o incur e&penditures

o own project eents

o be assigned to a resource list as a resource

o incur e&penditures, own eents, or be assigned to a resource list, an organization

must hae the following characteristics(

o he organization must be in the e&penditure-eent organizationhierarchy assigned to the operating unit.

o he organization must hae the project e&penditure-eent organizationclassication enabled.

o he organization must be actie as of the system date.

%remont 'orporation3s implementation team species the Oracle "ro#ects

organization hierarchy as the #&penditure-#ent Organization.

dministrationis the start organization for organizations owning projects and tas$s.

Expenditure$Event !rgani"ation ,ierarc-y Oracle Projects


30/291

4ersion 0u2er >

Start !rgani"ation %remont 'orporation

Billing 'pleentation !ptionso Interface Reenue to 72

o Inoice ;umbering

o 'entralized Inoice Processing

o Inoice 6atch *ource

'nter/ace Revenue to .(Oracle Projects predenes journal entry sources and categories to identify the

source for Oracle Projects reenue transactions in Oracle 7eneral 2edger.

If 'ou want to interface revenue with Oracle @eneral Ledger" 'ou need to enable the s'ste(

option for revenue interface# If 'ou disable the option" Oracle &roects does not interface revenuetransactions to Oracle @eneral Ledger#

%remont 'orporation wants to interface reenue with Oracle

7eneral 2edger.

'nter/ace Revenue to .( #nabled

'nvoice 0u2ering'nvoice 0u2ering 5et-od

.ou specif' whether 'ou want Oracle &roects to nu(ber invoices auto(aticall'" or whether 'ou

plan to enter invoice nu(bers (anuall'#

(nvoice Num!ering Type

Li0e (anual proect nu(bers" (anual invoice nu(bers (a' be either alphanu(eric or nu(eric#

If 'ou select anual invoice nu(bering" 'ou indicate whether 'ou will use alphanu(eric or

nu(eric invoice nu(bers# If 'ou select 9uto(atic invoice nu(bering" Oracle &roects usesnu(eric nu(bering#

Next Num!er
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If 'ou want Oracle &roects to auto(aticall' nu(ber each invoice" 'ou specif' a starting invoice

nu(ber#

0ote: In a multiple organization installation, inoice numbers are uni4ue within an

operating unit, not across operating units unli$e project numbers0. If automatic

inoice numbering method is selected, the ne&t inoice number is operating unit/specic.

%remont 'orporation uses alphanumeric

inoice numbers.

'nvoice 0u2ering

5et-od

:anual

'nvoice 0u2er Type )lphanumeric

Centrali"ed 'nvoice Processing1ou specify whether you want inoice processing to be centralized, or if you want

Oracle Projects to process your inoices at the project inoice collection

organization leel.

?' default" the 1entrali;ed Invoice &rocessing chec0 box is enabled#

If 'ou want all of the proect invoices for the operating unit to be processed using the Oracle&roects seeded transaction t'pes" leave the chec0 box enabled#

>ith decentrali;ed invoicing" 'ou allow organi;ations to process their own invoice collections#

See: I(ple(enting ecentrali;ed Invoice &rocessing

In the %remont 'orporation, each diision has its own cost center, %remont reports

receiables at its "iision leel.

Centrali"ed 'nvoice Processing

'nvoice Batc- Source1ou need to specify an inoice batch source in Oracle Projects before you can

interface inoices to Oracle Receiables.
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Oracle &roects provides a predefined batch source na(ePRO!"#$S IN%OI#"S< 'ou (ust

select this batch#

%remont 'orporation3s implementation team species the "ROJ(&)S I*+OI&(S

inoice batch source.

'nvoice Batc- Source PRO?#'* I;=OI'#*

P) PeriodsProject accounting periods P) periods0 trac$ Oracle Projects data on a periodic

basis. 1our P) periods may be more fre4uent than your 72 accounting periods. 1ou

can use P) periods for budgeting and for accounting for cost and reenue. 1ou set a

current P) reporting period for Oracle Projects to summarize project amounts and to

trac$ project status. *ee( *etting the P) Reporting Period.

"A "eriods and . "eriods Compared

If you want to report project information more fre4uently than your 72 periods

allow, you can dene P) periods that are shorter than your 72 periods. %or e&ample,

you can dene wee$ly P) periods and monthly 72 periods. 1ou can also create P)

periods that match e&isting Oracle 7eneral 2edger accounting periods 72 periods0.

Howeer, dening P) periods that oerlap your 72 periods can create the need for

numerous adjustments and journal entries if you wish to reconcile Oracle Projects

with your 7eneral 2edger.

$or exa(ple" in the situation illustrated above" the second wee0l' &9 period" &))-=)-B5" includes

the ending date of a @L period# ?ased on the &9 period ending date 2))D=,3" transactions falling
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into &9 &eriod &))-=)-B5 would post to the @L period ending %ove(ber ,=# So(e of the

transactions (a' actuall' have occurred in October< so these ite(s would be inaccuratel'

accounted for in @L#

In addition" there would be no eas' wa' to reconcile Oracle &roects with @L" because at the

October @L closing" Oracle &roects would be (id-period# 9dust(ents would be necessar' toreconcile the two s'ste(s#

9lternativel'" 'ou can split &9 periods that would otherwise overlap the end of a @L period into

partial wee0s# In the exa(ple above" period &))-=)-B5 has been be split into two periods" onebeginning )=D+E and ending )=D,) 2&)=-=4-B53" and the other beginning ))D=) and ending ))D=,#

However" this (ethod is ver' vulnerable to error" since ever' user entering and processing

transactions 2including ti(e sheets3 during a split wee0 (ust enter and process transactions in thecorrect partial-wee0 period#

The reco((ended wa' to resolve this conflict is to use 4-/-/ @L periods to (atch wee0l' &9

periods" or so(e other (atching sche(e if &9 periods are other than wee0l'# 9t calendar 'ear-

end" @L ournal entries (ust be (ade in an' case" to co(pensate for overlapping periods#

"A "eriod Effective Dates

1ou assign eCectie dates to each P) period. he eCectie dates signal the

beginning and end of the P) period.

0ote: )fter a transaction is posted to a P) period from any operating unit, the

Oracle 7eneral 2edger )ccounting 'alendar window will not allow changes to the

period date range.

"A "eriod Open/Closed $tatus

1ou specify a status for each P) period. he status must be of one of the following(


34/291

Status Description

Entry

)llo#e

d

'nter/ace

Transaction

s

Reopen

Period

;eer

Opened

;ew periods that are in the future,

and in which you do not want to allow

entry.

;O ;O n-a

%uture %uture periods in which you allow

entry but not interfacing transactions.

1#* ;O n-a

Open 'urrent periods. 1#* 1#* n-a

Pending

'lose

8se for correcting unprocessed items.

1ou can set a period to this status

without chec$ing for unprocessed

items.

;O 1#* n-a

'losed 1ou cannot close a period if

unprocessed items e&ist. ) closed

period can be reopened at any time.

;O ;O 1#*

Permanently

'losed

1ou cannot permanently close a

period if unprocessed items e&ist.Once a period is permanently closed,

you cannot reopen it.

;O ;O ;O

Ta2le 6 7 89 *Page 6 o/ 6+

9t least one &9 period (ust be specified as Open or $uture in order for Oracle &roects processes

to process transactions# The &9 &eriod with a status of Open or $uture that includes a proecttransaction date is the &9 &eriod for the transaction# However" if the transaction date falls in a

period that is not Open or $uture" Oracle &roects will find the next Open or $uture &9 &eriod

and use it as the &9 &eriod for the transaction# Oracle &roects will reect the transaction if it

cannot find a &9 &eriod for the transaction#

Defining %uture "A "eriods for "eriod0"hased ,udgeting


35/291

If you plan to use period/phased budgeting, you must dene the future P) and 72

periods in which you want to budget. he periods must rst be dened in the

calendar associated with your 72 set of boo$s and then copied using the :aintain

P) Period *tatuses window.

Defning P) Periods

"rere&uisites

"ene P) periods in the calendar associated with your 72 *et of

6oo$s. P) periods are automatically copied from the 72 *et of 6oo$s

calendar according to the P) period type you set up in the Oracle

Projects Implementation Options. )dditional P) periods can be copied

by pressing the 'opy %rom 72 button in the P) Periods window. *ee(

)dding Periods to a 'alendar

*et up implementation options. *ee( Implementation Options.

To define "A periods:

Suggestion: "ene your P) periods for a full year when you implement Oracle

Projects. Geep the number of %uture or Open periods to a minimum to improe

system performance on costing and reenue accrual.

>. ;aigate to the :aintain P) Period *tatuses window.

@. 'hoose 'opy from 72 to copy a set of P) Periods from a 72 'alendar

according to the P) period type indicated in the Oracle ProjectsImplementation Options.

%remont 'orporation trac$s all project accounting data wee$ly. *ince %remont begins

their e&penditure wee$ on a :onday, they also start their P) periods on a :onday.

%remont3s implementation team denes wee$ly P) periods for a full year. hey

assign the rst two periods as haing a status of Open, the ne&t two with a status of

%uture, and all other future periods as ;eer Opened.

C-anging t-e Status o/ a P) Period

To change the status of a "A period:

0ote: If you implement :ultiple Reporting 'urrencies, open and close P) periods in

your primary set of boo$s. Oracle Projects automatically opens and closes P)

periods in all of the associated reporting sets of boo$s. 1ou cannot close a P) period
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if outstanding transactions e&ist in your primary or associated reporting sets of

boo$s. *ee also( ,ultiple Reportin- &urrencies in Oracle pplications.

>. ;aigate to the :aintain P) Period *tatuses window.

@. 5uery the P) period for which you want to change the status.

B. #nter or select the new status.

J. *ae.

Setting t-e P) Reporting Period1ou must specify a current P) Reporting Period for Oracle Projects to summarize

project amounts and to trac$ project status.

To set the "A Reporting "eriod:

>. ;aigate to the :aintain P) Period *tatuses P) Periods0 window.

@. 'hoose Set Reporting Period.

B. In the *etbo&, enter or select the P) period you want to set as the new

current P) reporting period.

J. 'hoose !.

$etting the "A Reporting "eriod to an Earlier "eriod


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"A "eriods in a #ulti0Organi+ation Environment

In a multi/organization enironment, each operating unit maintains its own P)

period status. 1ou use the :aintain P) Periods *tatus window to maintain the period

status and the current reporting period.

0ote: In a single organization enironment, all projects in your implementation of

Oracle Projects share the same P) Reporting Period.

Expenditure DefnitionsRefer to the following sections to set up e&penditure denitions(

o #&penditure 'lassications

o #&penditure 'ategories

o Reenue 'ategories

o 8nits

o #&penditure ypes

o ;on/2abor Resources

o ransaction *ources

!vervie# o/ Expenditure Classifcations#&penditure ypes

!xpenditure T'pe 1lasses

%on-Labor Resources

Expenditure Types)n e&penditure type is a classication of cost that you assign to each e&penditure

item you enter in Oracle Projects. )n e&penditure type is made up of four elements(

o )n e&penditure category

o ) reenue category

o ) unit of measure

o One or more e&penditure type classes
http://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/exovie01.htm#p_expclasshttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/excat.htm#t_expcathttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/revcat.htm#t_revcathttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/units.htm#t_unithttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/exptype.htm#t_exptypehttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/nlr.htm#t_nlrhttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/txnsrc.htm#t_trsourcehttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/exovie02.htm#p_exov_etyphttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/exovie03.htm#p_exov_etchttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/exovie03.htm#p_exov_etchttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/exovie04.htm#e_nlbrrsohttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/exovie01.htm#p_expclasshttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/excat.htm#t_expcathttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/revcat.htm#t_revcathttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/units.htm#t_unithttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/exptype.htm#t_exptypehttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/nlr.htm#t_nlrhttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/txnsrc.htm#t_trsourcehttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/exovie02.htm#p_exov_etyphttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/exovie03.htm#p_exov_etchttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/exovie04.htm#e_nlbrrso


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#&penditure categories are used to group e&penditure types for costing. Reenue

categories are used to group e&penditure types for reenue and billing.

Expenditure Type Classes)n e&penditure type class tells Oracle Projects how to process an e&penditure item.

Oracle Projects predenes all e&penditure type classes.

Oracle &roects uses the following expenditure t'pe classes to process labor costs for interfacingto Oracle @eneral Ledger:

o *traight ime / Payroll straight time. *traight ime is the defaulte&penditure type class associated with the P# ime transactionsource.

o Oertime / Oertime premium on a project

Oracle Projects uses the following e&penditure type classes to process non/laborproject costs(

o #&pense Reports / Oracle Projects e&pense reports are interfaced toOracle Payables for employee reimbursement. #&pense Reports is thedefault e&penditure type class associated with the P# #&pensetransaction source.

o 8sages / )sset usage costs are interfaced to Oracle 7eneral 2edger.

o *upplier Inoices / Oracle Payables supplier inoices are interfacedfrom Oracle Payables to Oracle Projects.

o :iscellaneous ransaction / :iscellaneous ransactions are used totrac$ miscellaneous project costs. his e&penditure type class is similarto usages. he diCerence is that, for miscellaneous transactionse&penditure items, you are not re4uired to specify a non/labor resourceor a non/labor resource organization, as you are for usage e&penditureitems. :iscellaneous transactions may be used for the following costs(

%i&ed assets depreciation

)llocations

Interest charges

o 6urden ransaction / 6urden transactions trac$ burden costs that arecalculated in an e&ternal system or calculated as separate,summarized transactions. hese costs are created as a separatee&penditure item that has a burdened cost amount, but has a 4uantityand raw cost alue of zero. 6urden transactions are interfaced toOracle 7eneral 2edger. )s with any other transaction in Oracle Projects,you can adjust and capitalize burden transactions, or accrue reenue


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or generate inoices for these transactions. *ee( )ccounting for otal6urdened 'osts.

6urden transactions that are not system/generated can be adjusted.

*ee( )djusting 6urden ransactions.

o


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Expenditure Categories

)n e&penditure category describes the source of your organization3s costs. %ore&ample, an e&penditure category with a name such as Laborrefers to the cost of

labor. )n e&penditure category with a name such as Supplier refers to the cost

incurred on supplier inoices.

.ou use expenditure categories when 'ou define organi;ation overrides" for budgeting" and fortransaction controls# In addition" 'ou can use expenditure categories in 'our 9uto9ccounting

rules and in 'our reporting# !xpenditure categories are used for grouping expenditure t'pes for

costing#

Defining Expenditure Categories

To define expenditure categories:

>. In the #&penditure 'ategories window, enter a uni4ue name for the

e&penditure category and enter its description.

@. *ae your wor$.


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$ee Also

#Cectie "ates

!xpenditure T'pes efinition Listing:

Resources and Resource Lists

%remont 'orporation denes an e&penditure category for each of the following

e&penditure categories(

Name Description

2abor 2abor costs

rael rael e&penditures

In/House Recoerables 8se of corporate assets

Outside *erices Outside serices

:aterial :aterials

Other #&penses #&penses, e&cluding trael

Revenue Categories) reenue category describes a source of your organization3s reenue. %or e&ample,

a reenue category with a name such as Laborrefers to labor reenue.

Revenue categories are used for grouping expenditure t'pes and event t'pes for revenue and

billing# .ou can use revenue categories for budgeting" for reporting purposes" and in 'our9uto9ccounting rules# Revenue 1ategories are also used for grouping expenditure t'pes for

revenue and billing#

Defining Revenue Categories

To define revenue categories:

>. In the Reenue 'ategories window, enter a uni4ue name for the reenue

category, and enter its description.
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@. *ae your wor$.

$ee Also

#Cectie "ates

Revenue 1ategories Listing

Resources and Resource Lists

%remont 'orporation denes reenue categories for labor and others for

all other reenue.

Name Description

%ee %ee #arned

2abor 2abor Reenue

Other ;on/2abor Reenue

Payment Payment

Units

) unit of measure records 4uantities or amounts of an e&penditure item. 1ou assigna unit to each e&penditure type. %or e&ample, you can specify the unit of measure

:ileswhen you dene an e&penditure type for personal car use. 1ou enter the

4uantity of personal car use in miles, and Oracle Projects calculates the cost of

using a personal car by mileage.

If 'ou want to calculate the cost of co(puter services b' the a(ount of ti(e a user uses a

co(puter" 'ou can define an expenditure t'pe for co(puter services and assign it the unit Hours#

Oracle &roects predefines the units&ollarsandHours#

Defining Units

To define a units of measure:

>. In the 8nits window, enter a uni4ue name for the unit and a description.

@. *ae your wor$.
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$ee Also

#Cectie "ates

Units efinition Listing

%remont 'orporation uses the predened units 'urrency and Hours! the

implementation team denes additional units for miles and days.

Name Description

'urrency 8.*. "ollars

Hours Hours

:iles :iles

"ays "ays

Expenditure Types


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1ou can assign multiple e&penditure type classes to an e&penditure type. %or

e&ample, an e&penditure with the e&penditure type ,aterialscan hae the

e&penditure type class Supplier Invoiceif it originated in Oracle Payables, and the

e&penditure type class Inventor$if it originated in Oracle Inentory. his e&ample is

illustrated below(

Expenditure

Type

5odule ;-ere Expenditure

!riginated

Expenditure Type

Class

:aterials Oracle Payables *upplier Inoice

:aterials Oracle Inentory Inentory

Ta2le 6 7 86 *Page 6 o/ 6+ Exaple o/ 5ultiple Expenditure Type Classes

/or !ne Expenditure Type

This feature allows 'ou to use a single expenditure t'pe to classif' as (an' different costs as 'ou

re*uire# .ou can use the sa(e expenditure t'pe for expenditures that have different origins 2and

therefore different accounting3" but which should otherwise be grouped

Defning Expenditure Types

"rere&uisites

"ene e&penditure categories. *ee( #&penditure 'ategories.

"ene reenue categories. *ee( Reenue 'ategories.

"ene units. *ee( 8nits.

To define expenditure types:

>. ;aigate to the #&penditure ypes window. #nter a uni4ue name for the

e&penditure type.

@. #nter the e&penditure category and reenue category you want to

associate with this e&penditure type.

B. #nter the unit of measure you want Oracle Projects to use when calculating

the cost for this e&penditure type. 1ou must enter Hours for labor e&penditure

types.
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J. If this e&penditure type re4uires a cost rate, chec$ the Rate Re4uired chec$

bo&, then choose 'ost Rate to naigate to the #&penditure 'ost Rates window

and enter a cost rate and its eCectie dates0.

If this e&penditure type does not re4uire a cost rate, do not chec$ the Rate

Re4uired chec$ bo&.

0ote: If you create a non/labor e&penditure type without chec$ing the Rate

Re4uired chec$ bo&, you cannot subse4uently re4uire and enter a cost rate for that

e&penditure type. Instead, you must disable the e&penditure type and create a new

one that re4uires a cost rate and has a uni4ue name. If you chec$ the Rate Re4uired

chec$ bo& when you create a non/labor e&penditure type, you can change the cost

rate at any time.

E. #nter a description for the e&penditure type. 1ou can optionally enter

eCectie dates for the e&penditure type.

K. #nter the e&penditure type class you want Oracle Projects to use when

determining how to process the e&penditure item.

M. *ae your wor$.

$ee Also

#Cectie "ates

!xpenditure T'pes efinition Listing

!xpenditure T'pe 1lasses

efining 1ost Rates for !xpenditure T'pes

%remont 'orporation3s implementation team denes the following e&penditure

types.

%remont denes cost rates for the e&penditure types 'omputer *erices, =ehicle,

Personal )uto 8se, and %ield #4uipment because these e&penditure types use non/

labor e&penditure type classes and use units other than dollars. %or these

e&penditure types, %remont enables the Rate Re4uired chec$ bo&.

0ae Unit Description

Expenditure

Category

Revenu

e

Categor

y

Expenditur

e

Type Class
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)dinistrativ

e

Hours )dministratie

labor hours

2abor 2abor *traight

ime

Clerical Hours 'lerical labor

hours


ime

!t-er (a2or Hours Other labor

hours


ime

!vertie Hours Oertime labor

hours

2abor 2abor Oertime

Pro/essional Hours Professional

labor hours


ime

)ir Travel "ollar

s

)ir trael

e&penses

rael Other #&pense

Reports

)utoo2ile

Rental

"ollar

s

)uto rental

e&penses

rael Other #&pense

Reports

Entertainen

t

"ollar

s

#ntertainment

e&penses

Other

#&penses

Other #&pense

Reports

5eals "ollars

:eal e&penses rael Other #&penseReports

!t-er

Expenses

"ollar

s

Other e&penses Other

#&penses

Other #&pense

Reports

Personal )uto

Use

:iles Personal auto

mileage

rael Other #&pense

Reports

Coputer

Services

Hours 8se of corporate

computers

In/House

Recoerables

Other 8sages

3ield

E


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s company asset Recoerables

4e-icle "ays 8se of corporate

ehicle

In/House

Recoerables

Other 8sages

Construction "ollar

s

Outside

construction

wor$

Outside

*erices

Other *upplier

Inoices

Consulting "ollar

s

Outside

consultants

Outside

*erices

Other *upplier

Inoices

!t-er 'nvoice "ollar

s

Other outside

wor$

Other

#&penses

Other *upplier

Inoices

Supplies "ollar

s

*upplies Other

#&penses

Other *upplier

Inoices

5isc Travel

Expenses

"ollar

s

:isc trael

e&penses

rael Other #&pense

Reports

(odging "ollar

s

2odging

e&penses

rael Other #&pense

Reports

5aterial "ollars

:aterials :aterial Other *upplierInoices

0on7(a2or Resources1ou specify a name and a description of an asset, or pool of assets, to dene a non/

labor resource. %or e&ample, you can dene a non/labor resource with a name such

as (art/ ,overto represent one earth moer your business owns. 1ou can also

dene a non/labor resource with a name such as "&to represent multiple personal

computers your business owns.

!ver' usage ite( 'ou charge to a proect (ust specif' the non-labor resource utili;ed and the

non-labor resource organi;ation that owns the resource# .ou (ust define a non-labor resource for

each usage expenditure t'pe#

>hen defining 'our non-labor resources" 'ou can choose onl' expenditure t'pes with the 'saeexpenditure t'pe class#


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.ou can use the non-labor resource organi;ation in 'our 9uto9ccounting rules for usage cost and

revenue#

"rere&uisites

"ene organizations. *ee( Organizations.

"ene e&penditure types. *ee( #&penditure ypes.

Defining Non0a!or Resources

To define non0la!or resources:

>. In the ;on/2abor Resources window enter a name, description, eCectie

dates0, and a usage e&penditure type for each non/labor resource your

organization owns.

@. %or each non/labor resource you dene, enter the organizations0 to which

the resource is assigned in the Organizations region. #nter the eCectie dates

during which the resource is owned by each organization.

he organizations you enter can include any organization from your

organization hierarchy, regardless of whether the organization has the

#&penditure Organization classication, and regardless of the start and end

dates for the organization.

B. If you want to oerride the cost rate of the e&penditure type by the

resource and organization combination, choose 'ost Rates and enter the costrate and its eCectie dates0 in the 'ost Rates Oerrides window.

J. *ae your wor$.

$ee Also

#Cectie "ates

%on-Labor Resources b' Organi;ation Listing

%remont 'orporation3s implementation team assigns computers, sureying

e4uipment, and ehicles to the appropriate groups(

0ae P'

Description P' on the H5 ;etwor$
http://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/org.htm#p_orghttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/exptype.htm#t_exptypehttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/usingi01.htm#p_effdateshttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/imp18.htm#r_nonlab_orghttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/org.htm#p_orghttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/exptype.htm#t_exptypehttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/usingi01.htm#p_effdateshttp://docs.oracle.com/cd/A60725_05/html/comnls/us/pa/imp18.htm#r_nonlab_org


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Expenditure Type 'omputer *erices

!rgani"ations Information *erices

"ata *ystems

%inance

Ris$ )nalysis

0ae H5> *e4uent

Description Head4uarters )ccounting *e4uent


!rgani"ations Information *erices

0ae =)N

Description "ata *ystems =)N


!rgani"ations "ata *ystems

0ae *parc

Description #ngineering, *erices *un *parc*tation


!rgani"ations %remont #ngineering

%remont *erices

0ae *urey

Description *tandard sureying e4uipment

Expenditure Type %ield #4uipment

!rgani"ations %remont #ngineering


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0ae =an

Description Heay "uty =an

Expenditure Type =ehicle

!rgani"ations %remont 'onstruction


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Description Other )ssets

Expenditure Type Other )ssets

!rgani"ation 0ae )dministration

%remont 'onstruction

%remont #ngineering

%remont *erices

Transaction Sourcesransaction sources identify the source of e&ternal transactions you import into

Oracle Projects using ransaction Import. %or e&ample, you can dene thetransaction source "a$roll to identify e&penditure items imported from an e&ternal

payroll system.

Transaction $ources for "TE

Oracle Projects predenes two Oracle Personal ime and #&pense P#0 transaction

sources(

o P# #NP#;*# for e&pense reports

o P# I:# for timecards e&penditure type class of *traight ime0

Oracle Projects uses these transaction sources to import e&penditures from Oracle

Personal ime and #&pense.

Transaction $ources for #anufacturing and (nventory Costs

Oracle Projects predenes three transaction sources for Oracle :anufacturing and

Oracle Inentory costs(

o Inentory for manufacturing material costs

o Inentory :isc for inentory issues and receipts entered in the:iscellaneous ransactions window in Oracle Inentory

o


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If 'ou i(port transactions fro( another (anufacturing s'ste(" 'ou (ust define 'our own

transaction source#

Transaction $ource Options

ransaction Import processes transactions based on the options that you select fortheir transaction sources.

Default Expenditure Type Class

Oracle Projects uses the default e&penditure type class that you assign to a

transaction source if an e&penditure type class is not specied in the interface table.

Oracle Projects proides this option to facilitate the migration of data from earlier

releases of Oracle Projects.

Costed

or0 In &rocess#
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Allo* Duplicate References

#nable this option to allow multiple transactions with this transaction source to use

the same original system reference. If you enable this option, you cannot uni4uely

identify the item by transaction source and original system reference.

#odify (nterface

If ransaction Import rejects transactions from a particular transaction source, this

option allows users to modify the rejected transactions in the Reiew ransactions

window in Oracle Projects after the import process is completed.

Allo* Ad)ustments

If you enable this option, you can adjust imported transactions in Oracle Projects

after you load them ia ransaction Import. )djustments that you can allow include

any change that could result in a new 72 account or cost amounts for an item, suchas(

o ransferring an item to another project or tas$

o *plitting an item into two or more items not allowed for burdentransaction items0

o Recalculating costs raw and burden0

o Reclassifying an item as billable or non/billable or capitalizable or non/

capitalizable0

0ote: Raw cost alues for transactions that were already costed when loaded into

Oracle Projects will not be changed if you mar$ the item for cost recalculation.

If 'ou do not allow users to adust i(ported transactions in Oracle &roects" 'ou (ust adust the

transaction in the originating external s'ste( and i(port the adust(ent into Oracle &roects#

"urgea!le

If you select this option for a transaction source, items successfully imported from

this transaction source are automatically purged from the interface table when theimport process completes.

#RC Amounts from External $ystem 1only in #RC environments2

If you hae implemented :ultiple Reporting 'urrencies, this option appears only in

the ransaction *ources window for your primary set of boo$s. 'hec$ing this option

indicates that transaction amounts in your primary currency and each associated


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reporting currency are proided by an e&ternal system. Otherwise, Oracle Projects

calculates reporting currency amounts based on the rates stored in the

72F")I21FR)#* table. If you enable this option, you must populate the

P)F:'FN;FI;#R%)'#F)22 table with the currency conersion rates and conerted

amounts for all transactions originating from that transaction source. %or more

information about reporting currencies, see( :ultiple Reporting 'urrencies in Oracle)pplications.

Defining Transaction $ources

To define a transaction source:

>. In the ransaction *ources window, enter the transaction source, and enter

the e&penditure type class.

@. 'hoose the desired options for the transaction source.

B. #nter the eCectie dates0 and a description.

J. *ae your wor$.

0on7(a2or Costing Defnitions

Expenditure Type Cost Rates)n e&penditure type cost rate is a dollar amount that Oracle Projects multiplies by

the e&penditure type unit to calculate cost.

Defining Cost Rates for Expenditure Types

1ou dene a cost rate in the #&penditure ypes window by selecting an e&penditure

type and entering a cost rate for it. 1ou can select only a non/labor e&penditure type

that re4uires a cost rate. 1ou cannot dene a cost rate for a non/labor e&penditure

type that does not re4uire a cost rate. Instead, you must disable the e&penditure

type and create a new one that re4uires a cost rate and has a uni4ue name.

0ote: In a multi/organization enironment, e&penditure types are set up once and

are shared across all operating units. Howeer, the cost rates for e&penditure types

are specic to each operating unit. #ach operating unit must hae cost rates set up

for e&penditure types in which e&penditures are e&pected to be incurred.

"rere&uisite

"ene #&penditure ypes. *ee( #&penditure ypes.

To define a cost rate for expenditure types:
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o 1ou dene costs rates when you dene e&penditure types. *ee(#&penditure ypes.

$ee Also

8nits

!xpenditure 1ost Rates Listing

%remont 'orporation denes cost rates for the following

e&penditure types(

Name ,nit Ne/ Rate

Personal )uto 8se :iles .@E

'omputer *erices Hours M.

=ehicle "ays @E.

%ield #4uipment Hours @J.

Usage Cost Rate !verrides


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e&penditure type. If you wish to hae a non/labor resource with diCerent cost rates

in diCerent operating units, you can dene operating unit/specic usage cost rate

oerrides for organizations in the business group associated with an operating unit.

Defining Usage Cost Rate Overrides

To define a cost rate for non0la!or resources and an o*ning organi+ation:

o 1ou dene usage cost rate oerrides in the ;on/2abor Resourceswindow when you dene ;on/2abor Resources. *ee( ;on/2aborResources

$ee Also

#&penditure ypes

%remont 'orporation3s implementation team oerrides the e&penditure type costrate for P's owned by the "ata *ystems group. he 'omputer *erices e&penditure

type cost rate is M. per hour! %remont changes the rate to B. per hour.

0on7(a2or Resource

Non0Labor Resource P'

"#pen'iture ype 'omputer *erices

Organization "ata *ystems

Usage Cost Rate !verrides

Rate O-erri'e

(a2or Costing Defnitions

Copensation Rules) compensation rule determines how an employee is paid. 1ou dene a

compensation rule for each pay type your business uses. %or e&ample, you can

dene a compensation rule for pay types such as e&empt, non/e&empt,

uncompensated, compensated, or hourly.

>hen an e(plo'ee wor0s overti(e on a proect" Oracle &roects processes the overti(e hoursaccording to the e(plo'ee7s co(pensation rule# $or exa(ple" if an e(plo'ee7s co(pensation rule
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is Hourl'" the e(plo'ee is eligible for overti(e pa'< if the e(plo'ee7s co(pensation rule is

!xe(pt" the e(plo'ee is not eligible for overti(e pa'#

.ou can also use co(pensation rules in 'our 9uto9ccounting rules#

Defining Compensation Rules

If your organization enters and calculates oertime hours manually, you can specify

defaults for Oracle Projects to use when you enter oertime hours for an employee

classied by this compensation rule. hese alues default to the #&penditure Items

window.

"rere&uisites

"ene an e&penditure type with the e&penditure types class

Oertime. *ee( #&penditure ypesand #&penditure ype 'lasses.

To define a compensation rule:

>. In the 'ompensation Rules window, enter the 'ompensation Rule and the

Oertime #&penditure ype that you want to associate with the compensation

rule. Oracle Projects will use this e&penditure type when it automatically

creates oertime e&penditure items.

0ote:1ou must dene the compensation rules listed in the %remont e&ample below

to use the e&ample Oertime 'alculation program proided by Oracle Projects.

@. If your organization enters and calculates oertime hours manually, usethe "efaults for Oertime #ntry region to specify the default project and tas$.

0ote: If you want to assign a labor cost multiplier to a project3s tas$, you must

enter a Project ;umber and a as$ ;umber in the "efaults for Oertime #ntry

region.

B. *ae your wor$.

$ee Also

#Cectie "ates

Overti(e in Oracle &roects

!ntering &re-9pproved !xpenditure ?atches

1o(pensation Rules Listing
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%remont 'orporation uses the Oracle Projects Oertime 'alculation program to

automatically calculate oertime instead of calculating it manually. he following

information denes only part of %remont3s compensation rules denition.

Copensation Rule

Name #&empt

!vertie

O-ertime "#pen'iture ype Oertime

Copensatio

Billing & Costing Set Up

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