Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Projects Functional Overview...

Copyright © Oracle Corporation, 2003. All rights reserved.

Oracle ProjectsFunctional Overview11.5.8, 11.5.9, 11.5.10

Key Product Highlights

1-2 Copyright © Oracle Corporation, 2003. All rights reserved.

Release Summary

Projects

E-Business Suite

Daily Business Intelligence

FP MFP KMay 03

FP LNov 03

FP JSep 02

• HTML Interface• Project Workbench• Receipt Accruals• Customer Billing Retention• Staffing

New Products• Project Management• Project Collaboration

• Asset Capitalization• Gantt Charts• Personalization• Extensible Attributes

11.5.9Jun 03 11.5.10

11.5.8Nov 02

DBI 6.0Nov 03

DBI 5.0Oct 02

• Contingent Labor• Program Management• Enhanced Workplan• Streamlined Forecasts• Earned Value


Oracle Projects Foundation

Key New Features


Project Foundation

IntelligenceIntelligence

Project ManagementProject Management

Resource ManagementResource Management

CollaborationCollaboration

Accounting& Operations

Accounting& Operations

Plan Project

Manage Change

Manage Performance

Update Progress

Resolve Issues

Review Documents

*Organization Forecasting and Utilization are shared by

Project Costing and Project Resource Management

Track Effort/Costs

Manage Contract/Billing

Capitalize Assets

Cross-Charge

Update Skills

Match Resources

Track Utilization

Projects

Resources

Security

Dates

Utilization*

Sales Integration

Sys Admin

AMG

Install

Tasks

Roles

Organizations

Calendar/Periods

Org Forecasting*

PLM Integration

Archive/Purge

Upgrade

Technology

Project

Foundation


Project Foundation Features (Subset)

• Project Structures– Financial vs. Workplan

• Configurable Project Home and Overview Pages in HTML

• Project Attributes

• Actual Utilization Reporting

• Opportunity to Project Integration

• Project and Task Date Enhancements


Define different task structures in a project for different business purposes

v.1v.1v.2v.2

v.3v.3

Workplan / WBSWorkplan / WBS

DesignDesignDesignDesign BuildBuildBuildBuild TestTestTestTest RolloutRolloutRolloutRollout

Task Hierarchy

DesignDesignDesignDesign

Financial StructureFinancial Structure

BuildBuildBuildBuild TestTestTestTest RolloutRolloutRolloutRolloutDesignDesignDesignDesign

• Workplan Structure for workplan management purposes

• Financial Structure for financial management purposes

• Same structure for both purposes

Project Foundation Project Structures

Different levels of control for work execution and financial management


Workplan Example


Financial Plan Example


Project Foundation HTML Configuration


Project Foundation HTML Configuration Cont’d.


Before Configuration


Page Layout


After Configuration


User-defined Attributes

• Similar to Descriptive Flexfields

• Unlimited user-defined attributes

• Advanced project and task attribution with no coding

• Complex attribute validation logic

• User-defined Page Regions dynamically generated

• User-defined functions


User-defined Attributes How to Use this Feature

Incorporate Business Logic

• Validation of attributes using value sets

• Support for functions

– Custom logic

– Java, URL, PL/SQL

• Support for actions

– Buttons

– Links



From Project List, search for projects using basic plus user-defined project attributes.

Saved Search Criteria – Create custom search templates based on basic & user-defined project attributes

Results Format Templates – Select the basic & user-defined project information to be displayed in search results



User Defined Attributes appear for projects and tasks based on the context and the level

Context Data Level Usage

Project Type Project and/or Task

Enable a set of attributes based on a specific project type

Class Category Project and/or Task

Enable a set of attributes based on a specific project class category

Class Code Project and/or Task

Enable a set of attributes based on a specific project class code

Task Type Task Enable a set of attributes based on a specific task type


Links to new page regions


Attribute Group

(Single Row)

Page Region

Attribute Group

(Multi Row)


Links to new page regions


Extend business logic for projects and tasks

Attribute Styles:• Text• Checkbox• Radio Group• URL etc.

Attribute Validation• Static• Dynamic

Actions• Buttons• Links


User-defined Attributes Alternate Project Search


User-defined Attributes How to Setup this Feature


Define Value Sets

Define Attribute Value Sets

Use value sets to validate your user-defined attributes

Static or dynamic

validation

Ranges


Define Value Sets (cont’d)

Define Attribute Value Sets


Define Attribute Groups

Multi-Row or Single-Row

Use Attribute Groups to gather common characteristics for projects and tasks

Unique key for multi-row groups


Define Attributes

Mandatory Attributes

Display as:• Checkbox• Dynamic URL• Hidden• Radio Group• Static URL• Text Field


Define Attribute Contexts

Attribute Contexts control the information that appears for projects and tasks, using attribute groups and page regions


Attribute Contexts (cont’d)

List the attribute groups for this context and use data level to control availability for project and/or task


Attribute Contexts (cont’d)

Use page regions to control how the attribute information is displayed to the user

Controls for displaying navigation

links

Controls for displaying

page region


Define Attribute Functions

Define your own custom logic using functions


Define Attribute Functions (cont’d)

Define Attribute Functions


Define ActionsUse Actions to

trigger the functions on project and task

regions

Dynamically change how and when

buttons and links appear


Configure Project Templates

Enable/disable and default user-defined attributes through project templates


Oracle Projects Costing

Key New Features


Key Features(Subset)

• Labor Costing Enhancements

• Transaction Control Enhancement

• Pre-approved Expenditure Entry via Excel

• PO Receipt Accruals Integration

• Capital Projects


Labor Costing EnhancementsDescription

• Create cost rate schedules by employee or job

• Define costing rules– Select a costing method: Rates or Client

Extension– Assign cost multipliers for overtime premium

calculation

• Assign costing rules and rate schedules to organizations

• Enter employee overrides


Labor Costing Enhancements

Costing Rules



Cost Rate Schedules


Labor Costing Enhancements Rule and Schedule Assignment



Employee Overrides


Burdening EnhancementsReprocess Impacted Transactions Only

When a burden schedule change affects existing

transactions, the transactions are marked for reprocessing.

The system now selectively marks transactions based on

the entered changes. For example:

• When the burden multiplier for an organization is

changed, only transactions belonging to that

organization are marked for reprocessing

• When a multiplier attached to a particular burden cost

code is changed, only transactions related to that cost

code are marked for reprocessing


Burdening EnhancementCreate Incremental Transactions

You now have the option to create incremental transactions

to account for burden cost changes. This will reduce

database volume when a burden schedule change affects a

large number of existing transactions

• Burden on the Same Line: Account for changes by

reversing existing cost distributions lines and generating

new ones or by generating incremental cost distribution

lines for the net amount

• Burden on a Separate Line: Account for changes by

reversing the original expenditure items and creating new

ones or by generating new expenditure items for the net

amount


New Profile Option for Burdening Enhancement

• Create Incremental Transactions:– System Profile Option “PA: Create Incremental

Transactions for Cost Adjustments Resulting from a Burden Schedule Recompilation” needs to be set to ‘Yes’


Supplier Invoice AdjustmentDescription

Oracle Projects now allows you to adjust supplier

invoice expenditures that are matched to accrue on

receipt purchase order lines

When the adjustment is interfaced from Oracle

Projects to Oracle Payables, the following occurs:

• Two New Invoice Distributions are created

– A distribution created to reverse the accrual against the

PO charge account

– A distribution is created to record the expense with the

adjusted project attributes

• AP Generates Tax for the new Distributions


A purchase order has the following distributions which will

accrue on receipt

SupplierSupplier NumberNumber Unit PriceUnit Price Charge AccountCharge AccountQuantityQuantity

100100 01-422-7740-00001-422-7740-000 2230403040 Capp ConsultingCapp Consulting

The supplier invoice is matched to the above purchase

order, the following entry will be passed

Supplier Invoice Adjustment How to Use this Feature ..Example

AccountAccount LineLine Account DescriptionAccount Description CreditCredit

AP Accrual LiabilityAP Accrual Liability11 01-000-2200-00001-000-2200-000

DebitDebit

100100

88Tax AccountTax Account22 01-422-7750-000 01-422-7750-000

108108AP LiabilityAP Liability33 01-000-2500-000 01-000-2500-000


When this supplier invoice is interfaced to Projects the

Cost Distribution Lines of the expenditure will show

AccountAccount LineLine Account DescriptionAccount Description CreditCredit

Computer PaperComputer Paper11 01-422-7740-00001-422-7740-000

DebitDebit

100100

88Non-Recoverable TaxNon-Recoverable Tax22 01-422-7750-00001-422-7750-000

Supplier Invoice Adjustment How to Use this Feature contd…

Note that the Account debited here is the PO Charge account which

is different from the account on the Invoice


When the item is transferred in PA and the adjustment

entries are interfaced to AP, the original invoice is

modified as follows:

Supplier Invoice Adjustment How to Use this Feature contd…

AccountAccount LineLine Account DescriptionAccount Description

Computer PaperComputer Paper11 01-422-7740-00001-422-7740-000

AmountAmount

100100

88Non-Recoverable TaxNon-Recoverable Tax22 01-422-7750-00001-422-7750-000

<100><100>Computer PaperComputer Paper33 01-422-7740-00001-422-7740-000

100100Computer PaperComputer Paper44 01-424-7760-00001-424-7760-000

<8><8>Non-Recoverable Non-Recoverable TaxTax55 01-422-7750-00001-422-7750-000

88Non-Recoverable Non-Recoverable TaxTax66 01-424-7750-00001-424-7750-000

Distributions in Distributions in Yellow are are

interfaced from interfaced from PA and that in PA and that in

Blue are created are created after invoice re-after invoice re-

approvalapproval

Note : Please refer the white paper Supplier Invoice Adjustments: Accrue

on Receipt Adjustments in PA.PJ_PF.L (Fox, 2003) for more details.


Supplier Invoice AdjustmentDependencies and Interactions

AP one-off patch 2985606 will be pre-requisite for

using the Supplier Invoice Adjustments


Oracle ProjectsBilling

Key New Features



• Credit Memo Reason

• Agreement Templates

• Customer Account Relationships

• Miscellaneous Billing Enhancements


Credit Memo ReasonDescription

• Ability to select a credit memo reason, as defined in Oracle Receivables, when releasing a Cancelled, Write-Off, or Credit Memo invoice.

• Optionally require a credit memo reason to be given for all Cancelled, Write-Off, or Credit Memo invoices.

• The credit memo reason is interfaced to and imported into Oracle Receivables, along with the credit memo invoice.


Credit Memo Reason How to Setup this Feature

• Shares Credit Memo Reason lookups as defined in Oracle Receivables – CREDIT_MEMO_REASON

• Projects Implementation level option to require credit memo reasons for all credit memos


Optionally Require Credit Memo Reasons


Select Credit Memo Reason

Credit Memo ReasonHow to Use this Feature

Reason may be optional or required


Customer Account RelationshipsDescription

• Support for Oracle Receivables Customer Account Relationships Functionality

• Control the ability to view and select the related customers of the project customer for bill and ship to purposes


Customer Account Relationships How to Setup this Feature

• Define Customer Account Relationships in Receivables

• Projects Implementation level option for Customer Account Relationships:

– Yes: You can choose a Bill to and Ship to customer based on the project customer or a related customer defined in Oracle Receivables.

– No: You can choose a Bill to and Ship to customer of the project customer only.

– All: You can choose a Bill to and Ship to customer from any customer defined in Oracle Receivables.


Select Customer Relationship Option


Customer Account Relationships How to Use this Feature

• When defining Project Customers users can select Bill to and Ship to Customers based on Implementation option setting

• Bill To and Ship To addresses are selected based on the Bill To and Ship To customers

• Bill To and Ship To Customer Names fields can be added to Quick Entry when creating new Projects


New Bill To and Ship To Customer Fields


New Bill To and Ship To Customer Fields

for HTML pages


New Customer Fields for Quick

Entry


Agenda

• Miscellaneous Billing Enhancements– Description– Benefits– How to Use this Feature


Steps to Use Agreement Templates

To create a quick agreement project:

•Set up a Project Template with a Customer Quick Entry field and a

customer defined in the project option.

•Set up an Agreement Template with the same customer entered in

the Customer option in the Project Template.

•Select any currency as well as a default owning organization for the

Agreement template.

•Within the Agreement Template, fund the Project Template at either

the project or task level.

• Create a revenue and/or cost budget for the Project Template.

•Baseline the budgets.

•Copy the Project Template to a new project. The new project will be

ready to bill as soon as it is created.


Agreement Template Example


Miscellaneous Billing Enhancements

• Extended Agreement Number length from 20 to 50 characters

• Ability to create a new rate schedules by copying existing ones

- A factor can be applied to adjust Rates and Markups

• New Event AMG APIs to create, update and delete events

• Display totals of revenue and bill amounts for events in the Event Summary window when the currency is the same for all events

• Ability to view the GL Date, GL Period, GL Period Status and Exception Reason while releasing draft invoices


Miscellaneous Billing EnhancementsDescription

• New Billing Cycle to generate invoices twice a month, on the 15th and last day of the month

• New concurrent process to Delete Unreleased Draft Invoices for a Range of Projects.

• Ability to regenerate an invoice without including any new transactions

• Option to delete only ‘Unapproved’ invoices

• Non-Labor Billing Client Extension provided to allow users to implement their own unique billing calculation for non-labor items



• Ability to print the detailed exception report for the process PRC: Generate Draft Revenue for a Range of Projects

• Option to generate draft revenue in an ‘Unreleased’ status for a range of projects

• Ability to generate revenue and invoices for a range of projects with additional filtering parameters including:

- Project Type

- Project Organization

- Customer Name

- Agreement Number

- Multi Currency Projects Only



• Ability to query the Revenue/Invoice with statuses including:

- Released

- Rejected

- Accepted

• Ability to change the Customer Contribution % up until revenue or invoices are generated for the project



• Ability to assign a default sales credit type for the default sales person and will be used if no sales person is selected for the Project


View GL Period and Status while

Releasing Invoices

Release Invoices Enhancement


Option to Delete only Unapproved

Invoices

Regenerate Invoice Enhancement

Option to exclude new transactions

when regenerating invoices


Invoice Generation Parameters

New parameters for Invoice Generation


Revenue Generation Parameters

New parameters for Revenue Generation


Ability to Copy Rate Schedules to reduce

setup time

Rate Schedule Enhancements

Apply factor to Rates and Markups


Oracle ProjectsResource Management

Key New Features

Staffing Projects

ReviewOpen Requests

Match to Resources Based

On Scoring

Assign to Staff to Project

Analyze Resource Utilization

Search for

Available Resource

Review Staff’s Schedule

Assign Staff to Project

Assumption: Project is already created

Create ResourceRequirements

• Can be defaulted from Project Template

• Advertise requirements

• Allow system to nominate candidates

• Determines set-ups, e.g., schedule, bill rate overrides, etc.



• Staffing Owner– Staff and Maintain a Requirement or Assignment

• Exclude Resources from Scheduling– Exclude Resources from being scheduled on a

Project based on Job.

• Usability enhancements– Introduction of Embedded tabs– Override at Team Role creation– Multiple Work Pattern Update– Mass Update Requirements across Projects– Display of average Bill Rate


Staffing Owner - Primary person responsible for staffing and maintaining the information for a requirement or assignment. A new field for all requirements and assignments.

Staffing Owner - Primary person responsible for staffing and maintaining the information for a requirement or assignment. A new field for all requirements and assignments.

Description


Key Functions of Staffing Owner

• Update the Requirement or Assignment, except the financial information

• Search for resources and nominate candidates on requirements

• Assign Resources to Requirements

• Receive candidate notifications for requirements


Exclude Resources from Scheduling

New flag in Job setup, controls if

resources with this job can be

scheduled on project

assignments


1. You can exclude set of resources from scheduling, based on their job setup, thus, the non-schedulable resource are no longer displayed on staffing related pages.

2. You cannot exclude a resource (that can be scheduled based on job) from utilization reports.

Scheduling & Utilization


List of Usability Enhancements

• Introduction of Embedded Tabs

– Requirement/Assignment Add pages

– Requirement/Assignment Update pages

– Resource Details pages

• Override at Team Role creation

– Competencies (Requirements only)

– Financial Information

• Multiple Work Pattern (Schedule) Update

• Mass Update Requirements across Projects

• Display of average Bill Rate


Introduction of Embedded Tabs

Embedded tabs introduced on following pages enhance the usability and highlight the different sets of information on the page:-

• Add Requirement• Add Assignment • Requirement Details• Assignment Details• Resource Details


Override at Team Role Creation

View and override following default information while adding a new requirement or assignment

• Competencies • Financial Information


Multiple Work Pattern (Schedule) Update

• Update work pattern for multiple date ranges

• For single or group of requirements and assignments


Mass Update Requirements across Projects

• Users: Staffing Managers and Staffing Owners • View and Mass Update key attributes of requirements across projects


Display of average Bill Rate

Bill Rate value is the average for entire duration of the team role


Introduction of Embedded Tabs

With the introduction of Embedded Tabs users can easily view detailed information for requirement, assignment and resource.


Oracle ProjectsProject Management & Collaboration

Key New Features


Project Management & CollaborationKey Features

• 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.

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


• 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.

Project Management & CollaborationKey Features, Cont’d.


Workplan Tasks


Workplan Gantt Chart


Workplan Versioning


Update Workplan Tasks


Assign Task Owners and Update Dates


Maintain Planned Effort


Attach Documents & Update Task Progress


Financial Plans


Financial Plan Set-ups


Financial Plan Currencies Setting


Financial Plan Creation


Maintain Financial Plans


Edit Financial Plans


Issues, Changes, Actions


Status Reporting


Oracle ProjectsProject Daily Business Intelligence

Key New Features


Projects Daily Business Intelligence


New Projects Guides Available

• Download from Metalinks


Oracle ProjectsFamily Pak M

Coming Soon…..


Thank You.

Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Projects Functional Overview...

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Transcript of Copyright © Oracle Corporation, 2003. All rights reserved. Oracle Projects Functional Overview...