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Oracle ProjectPortfolio ManagementCloud

Creating and AdministeringAnalytics and Reports for PPM

20C

Oracle Project Portfolio Management CloudCreating and Administering Analytics and Reports for PPM

20CPart Number F31558-02Copyright © 2011, 2020, Oracle and/or its affiliates.

Author: Sumitha Vatsavai

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Contents

Preface i

1 Overview 1About This Guide ........................................................................................................................................................................... 1

Overview of Project Portfolio Management Analytics and Reports ................................................................................... 1

Overview of Securing Project Portfolio Management Analytics and Reports .................................................................. 2

View Analytics, Reports, and Dashboards ............................................................................................................................... 2

Considerations for Saving Analytics and Reports ................................................................................................................. 5

FAQs for Overview ........................................................................................................................................................................ 5

2 Setup and Configuration 7Overview of Setup and Configuration ...................................................................................................................................... 7

Map to Work Areas ....................................................................................................................................................................... 7

Set Up Currency ............................................................................................................................................................................ 8

Configure Business Intelligence Publisher ............................................................................................................................. 13

Configure Deep Links ................................................................................................................................................................. 18

FAQs for Deep Links ................................................................................................................................................................... 21

Embed Analyses and Dashboards ........................................................................................................................................... 21


3 Subject Areas and Predefined Analyses 23Data Structure for Analytics ..................................................................................................................................................... 23

Subject Areas for Oracle Project Portfolio Management Real-Time Analyses .............................................................. 24

Available Dimensions for Oracle Project Portfolio Management Subject Areas ............................................................ 33

Predefined Analytics for Oracle Project Portfolio Management ...................................................................................... 44

Assets ............................................................................................................................................................................................ 47

Project Billing ............................................................................................................................................................................... 63

Project Contracts ......................................................................................................................................................................... 67

Project Costs ................................................................................................................................................................................ 69

Project Definition ........................................................................................................................................................................ 75

Project Performance .................................................................................................................................................................. 78

Project Revenue ........................................................................................................................................................................... 81

Grants Management .................................................................................................................................................................. 83

Change Orders ............................................................................................................................................................................ 88

Project Hierarchy ........................................................................................................................................................................ 98

Project Issues ............................................................................................................................................................................. 102

Project Management ................................................................................................................................................................. 117

Project Requirements ............................................................................................................................................................... 139

Resource Management ............................................................................................................................................................ 146

Task Management ..................................................................................................................................................................... 165

FAQs ............................................................................................................................................................................................. 168

4 Flexfields 171Overview of Flexfield Use in Analyses .................................................................................................................................. 171

Configure Key Flexfields for Transactional Business Intelligence ................................................................................... 171

Configure Descriptive Flexfields for Transactional Business Intelligence ..................................................................... 177

Configure Extensible Flexfields for Transactional Business Intelligence ....................................................................... 178

Import Changes to Flexfields Automatically ....................................................................................................................... 179

Disable Flexfields as BI-Enabled ............................................................................................................................................ 180

Dimensions Supported by Descriptive Flexfields ............................................................................................................... 182

5 Analytics Modification 191Overview of Analytics Creation and Modification .............................................................................................................. 191

Analyses ....................................................................................................................................................................................... 191

Cross-Subject Area Joins ........................................................................................................................................................ 194

Dashboards ................................................................................................................................................................................. 195

FAQs ............................................................................................................................................................................................. 196


6 Reports Modification 199Overview of Business Intelligence Publisher ...................................................................................................................... 199

Style Templates ......................................................................................................................................................................... 199

Subtemplates ............................................................................................................................................................................. 200

How You Create and Edit Reports ......................................................................................................................................... 201

How You Access and Modify Report Components ........................................................................................................... 202

How You Modify Copies of Predefined Reports ................................................................................................................ 203

How Links Between Original and Modified Reports Are Managed .............................................................................. 204

Layouts ........................................................................................................................................................................................ 205

New Reports ................................................................................................................................................................................ 211

Predefined Reports ................................................................................................................................................................... 213

Configurable Workflow Notifications .................................................................................................................................... 236

7 Analytics and Reports Management 255Schedule Reports and Analytics ............................................................................................................................................ 255

Add Analyses to Application Pages ...................................................................................................................................... 256

Manage Predefined Catalog Permission ............................................................................................................................. 258

8 Maintenance and Migration 267Query Execution and Performance ...................................................................................................................................... 267

How to Tune Performance for Analytics and Reports ...................................................................................................... 269

Review SQL Statements Used in Analyses ......................................................................................................................... 270

Archive and Move Analytics .................................................................................................................................................. 270

Localize Catalog Captions ....................................................................................................................................................... 271

9 Smart View 273Set Up Oracle Smart View for Office .................................................................................................................................... 273

Specify the Display Format for Tasks and Resources in Smart View ............................................................................. 273

Create a Report Using Oracle Smart View for Office ........................................................................................................ 274

Use Oracle Smart View for Office to Analyze Project Performance ............................................................................... 275


Preface

i

PrefaceThis preface introduces information sources that can help you use the application.

Using Oracle Applications

HelpUse help icons to access help in the application. If you don't see any help icons on your page, click your user imageor name in the global header and select Show Help Icons. Not all pages have help icons. You can also access the OracleHelp Center to find guides and videos.

Watch: This video tutorial shows you how to find and use help.

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Additional Resources

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Convention Meaning

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Preface

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Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website.

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Chapter 1Overview

1

1 Overview

About This GuideIf you administer or work with business intelligence, this guide is for you. You can modify, create, and tailor analyses,reports, and dashboards to the content needs of your line of business or company.

Overview of Project Portfolio Management Analytics andReportsBusiness intelligence involves analyzing data to gain insight into your reporting needs, gathering information to meetspecific requirements, and making informed decisions.

Using Analytics and ReportsYou can use different types of predefined analytics and reports, or create and edit them, to support your businessneeds. Oracle Fusion Project Portfolio Management offers predefined analytics and reports across various subjectareas. You can use these predefined analytics and reports, or customize them based on your business needs aftercreating a copy.

You can use Oracle Transactional Business Intelligence to create analytics and Oracle Business Intelligence Publisher tocreate reports.

Note: Don't edit predefined analytics and reports directly. If you need to customize them, you can create a copy andedit the copy.

This table describes the purpose of analytics and reports.

Type Description Purpose

Analytic

Business intelligence object such asanalysis or dashboard that providesmeaningful data.

To help in business decision making.

Analysis

Interactive display of data, for example ina table or graph. Also referred to as real-time analysis.

To summarize or break down simple, real-time data. To help you make tactical decisions.

Report

Output of data in a predefined format thatprovides little or no interaction.

To get high-volume data in a high-fidelityoutput optimized for printing.


Chapter 1Overview

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Type Description Purpose

Also referred to as predefined report oroutput report.

For documents to support internaloperations, statutory requirements, andother business needs.

Customizing Analytics and ReportsYou can create, edit, and customize analytics and reports for yourself and others if you have appropriate access.

For example, you can:

• Add or remove columns from an analysis.

• Change the branding logo on reports.

• Create an analytic dashboard to include your commonly viewed analyses.

Setup and AdministrationThere are additional tasks that support creating and editing analytics and reports. For example, your implementor oradministrator can:

• Configure Oracle Business Intelligence Publisher, the tool used for generating and customizing reports.

• Define flexfields to provide custom attributes that can be used in analyses.

• Archive and move analytics and reports from one environment to another.

Overview of Securing Project Portfolio ManagementAnalytics and ReportsUsers with appropriate roles can create and access analyses and reports based on role access to subject areas andcatalog folders.

Analyses and reports are secured by applying job roles with associated duty roles to users. Duty role assignmentsdetermine access to subject areas for analyses as well as catalog folders. For information about the job and duty rolesprovided with Oracle Fusion Project Portfolio Management and how to customize your security model by creatingcustom job roles and assigning duty roles to them, see Implementing Security in Oracle Fusion Project PortfolioManagement in the Securing Oracle ERP Cloud guide.

In addition to folder and object access, duty roles also determine data security. Each of the duty roles that providesaccess to subject areas and catalog folders is granted one or more data security policies that allow access to the data.


Chapter 1Overview

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View Analytics, Reports, and DashboardsWatch video

There are different ways to view and work with your analytics and reports. You can view analyses, dashboards, andreports in the course of your work, on your usual pages and infolets. Or you can find them in the business intelligencecatalog with the Reports and Analytics work area and the Reports and Analytics panel tab.

View Analytics in InfoletsUse your favorite infolet pages to find analytics.

1. Use the page controls and Previous and Next icons to explore infolet pages in the home page, where they mayappear in infolets with summaries and aggregations or performance metrics. You may also find infolets in somework areas.

2. Click an infolet to open a detailed analysis. So for example, if an infolet has transactions summed to a total, clickit to view details of the underlying transactions.

3. Click Done.

View Objects in Familiar Work Areas and PagesUse analyses, dashboards, and reports available in your usual pages and work areas.

1. Explore your pages. Some may include analysis and report links or embedded objects, sometimes in tabs orpanel tabs.

2. Some work areas have a Reports and Analytics panel tab, where you explore catalog folders for relevantanalyses and reports for the work area. And if you have permission, you can map more objects to the work areaif they're appropriate.

a. Open the panel tab.b. Expand the Shared Reports and Analytics folder and explore the available content.c. Click the link for any object and see its type to determine whether it's an analysis, a report, or a

dashboard.d. Click View to open the object.

View Objects in the Reports and Analytics Work AreaUse the Reports and Analytics work area to search or browse the catalog and view any analysis, dashboard, or reportyou have access to. It opens at the highest level of the catalog's folder hierarchy with all objects you have marked asfavorites.

Here are some things you can do in the Reports and Analytics work area.

1. Click Navigator > Tools > Reports and Analytics.2. Filter and search for objects:

a. From the Filter list, select what you want to find.




Chapter 1Overview

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b. To view objects you have marked as favorites, select Favorites in the list. Or select Recent Items to viewobjects you recently worked with, or a recent search to run it again. Enter a name or part of a name andclick the Search icon.

c. In the search results, use the icons to identify what the objects are.d. Click the name of an object to open it, or click More and select an action.

3. In the breadcrumbs, browse the catalog folders for analytics and reports. Click any Hierarchical Selector iconto select a different node for the next level in the hierarchy.

4. Mark objects as favorites.

◦ Select Favorites in the Saved Searches to display your favorite objects.

◦ Click the Add Favorites icon for an object to mark it as a favorite.

◦ Click the Remove from Favorites icon to remove an object from your favorites.

5. Create and edit analyses and reports.

a. Click Create and select Report or Analysis.b. Use wizards to create your analysis or report.

6. Click the Browse Catalog button (or click the More icon for a specific report, dashboard, or analysis) to usemore features.

View AnalysesAn analysis queries against your company's data and answers business questions with visualizations, such as chartsand tables. They may appear on your pages, or as parts of a dashboard.

1. From the catalog folders or search results, open an analysis to view.2. Click Refresh to rerun the analysis and refresh its data.3. Click Print and select either Printable PDF or Printable HTML to open a printable version.4. Click Export to get analysis data in various formats, for example PDF, Excel, PowerPoint, and XML.

View Grouped Analyses in DashboardsSome analyses are grouped in dashboards to give you meaningful related information. A dashboard contains pages ofanalyses, prompts that filter information, and other objects.

1. From the catalog folders or search results, open a dashboard to view.2. Select values for any dashboard prompts to filter the dashboard.3. Click Apply to refine the results of all of the analyses in the dashboard.

View ReportsReports show data in a predefined format that's optimized for printing.

1. From the catalog folders or search results, open a report.2. Click the View Report icon if you want a different format.

◦ Choose HTML or PDF to display the report in a format for printing. Because it's optimized for printing,PDF often provides the best results.

◦ You can also export the report as RTF for editing in a word processor, or as Excel or PowerPoint.

3. From the catalog folders or search results, you can also do these tasks:

◦ Click Edit to edit the report properties, layout, and data model.


Chapter 1Overview

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◦ Click Report History to see details about past submissions of the report.

◦ Click Schedule to schedule the report to be run.

Considerations for Saving Analytics and ReportsYou can save analyses, dashboards, and reports in the business intelligence (BI) catalog. The catalog has a hierarchy offolders with My Folders and Shared Folders at the top, and folders like Custom under Shared Folders.

My FoldersSave your analytics and reports in My Folders for personal use. When you save a new analysis, dashboard, or report inthis folder, it's available in My Folders in the Reports and Analytics work area. But you can't view it in My Folders inthe Reports and Analytics pane on any other work area. The only exception is when you create an analysis using thewizard in the Reports and Analytics pane, in which case the analysis is available in all work areas.

Shared FoldersSave your custom analytics and reports in Shared Folders so that they are available to others. You must save them inthe Custom folder which has subfolders organized by product family. You can use the Projects subfolder for storingthese custom analytics.

Edit only copies of your analytics and reports. Directly edit predefined analytics only when necessary and ensure that allreferences to the analysis or dashboard are functional.

When you create a copy of predefined reports using the Customize option, the folder structure and permissions arealso copied.

Custom FolderYou must keep all custom objects in the Custom folder to:

• Ensure that customized versions of predefined analytics and reports aren't affected when patches are applied.

• Identify and locate custom objects in the Projects subfolder.

• Edit objects in the Custom folder without compromising security on the original objects.

When you copy an object into the Custom folder, the copied object inherits the permission settings of the Customfolder. Your administrator must reset the permissions on the object and the folder that it's present in.

What happens to customized analytics and reports when a patch isapplied?All custom analytics and reports are preserved if they're saved in the Custom folder (or any subfolder under the Customfolder, for example, Projects) within Shared Folders in the BI catalog. Changes to predefined analytics and reportsoutside the Custom folder are preserved if the patch doesn't include a new version of that object. If the patch includesa new version of a predefined object that was edited, then the patch automatically overwrites your changes. If yourchanges conflict with the new version, the patching process logs the issues and stops. Your administrator must resolveany conflicts manually and then rerun the patch.


Chapter 1Overview

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FAQs for Overview

Do I need to create copies of predefined reports and analyses foreach user?No, you don't need to create multiple versions of the same analysis or report for different users. When you view anobject, it includes only the data that you have permission to view from your data security profile.


Chapter 2Setup and Configuration

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2 Setup and Configuration

Overview of Setup and Configuration

Tools for Administering Analyses and ReportsYou can use several different tools to manage and administer your analytics. Analytics can be reports or analyses,depending on how you intend to display and distribute them.

These components support modification and administration of your analyses and reports:

• Use the Business Intelligence catalog to interact directly with your reports and analyses. Use this interface tomanage permissions, properties, and the organization of your analyses and reports.

• Use the Oracle Business Intelligence Publisher administration pages to configure settings specific to therunning and scheduling of operational reports, such as setting up your delivery servers, managing schedulerwork load, and setting run-time properties for reports.

Map to Work Areas

Set Up the Reports and Analytics Panel TabYou can find the Reports and Analytics panel tab in many work areas, and the analytics and reports you see in it dependon the work area. You can define what's available for a specific work area, by mapping reports from the businessintelligence (BI) catalog to that work area. In this mapping context, reports refer to both analytics and reports. Yourchanges apply to all users who have access to the work area you're mapping.

Mapping Reports from Your Work AreaTo map reports to the work area that you're in:

1. Expand the Reports and Analytics panel tab.2. Click the Edit Settings icon in the panel tab.

You see all the reports that are currently mapped to your work area.3. Click Select and Add.4. Find the report in the catalog and select it.5. Click OK.6. To remove any mapping, select the report and click Remove.7. Save your work.

Mapping Reports to Any Work AreaTo map reports to any work area that you have access to:

1. In the Setup and Maintenance work area use the Map Reports to Work Areas task.2. Select the application of the work area you want to map to.3. Select the work area.



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4. Click Search and see all the reports that are currently mapped to that work area.5. Click Select and Add.6. Find the report in the catalog and select it.7. Click OK.8. To remove any mapping, select the report and click Remove.

Tip: Click Synchronize to remove all mappings to any reports that are no longer in the catalog. Yousynchronize all work areas, not just the one you're mapping.

9. Save your work.

Related Topics

• Set Up Reports for Scheduling

Why can't I see reports when mapping reports to work areas forthe Reports and Analytics panel tab?Either no reports are currently mapped to the work area you select on the Map Reports to Work Areas page, or you don'thave access to the reports that are mapped.

Similarly, when you're selecting a report to map, you can see only the reports that you have access to. Ask youradministrator to either:

• Assign you roles that have access to the reports you want to map to work areas.

• Grant the Reports and Analytics Region Administration Duty to someone who already has access to thosereports.

Why can't I see reports when I edit settings for the Reports andAnalytics panel tab?In the Edit Settings window, you might not see a currently mapped report because you don't have access to it.

Similarly, when you're selecting a report to map, you can see only the reports that you have access to. Ask youradministrator to either:

• Assign you roles that have access to the reports you want to map to work areas.

• Grant the Reports and Analytics Region Administration Duty to someone who already has access to thosereports.

Set Up Currency



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Currency and Exchange Rate Settings for AnalyticsCX Sales applications let you to decide how currency is shown in the application, as well as preferences for how analyticsshow currency and calculate exchange rates. Currency can be set in different regional currency types, depending onwhere you do business and what currency types you want to see.

There are three ways you set up currency:

• User Currency - Set by the business user in Regional settings. This setting applies to the entire applicationinterface for that user only. The available currency options are set by your application administrator.

• Analytics Currency - Set by the business user in BI in My Account settings in the Reports area. The settingapplies to that user only and is only relevant for analyses.

• Corporate Currency - Set by the application administrator. This setting applies to all users in that company.

Note: The time zone preferences that you set in your fuse simplified user interface are inherited in OTBI and will beused as the time zone setting for your existing and new analytics.

Set General User CurrencyUser currency settings determine the currency used as the default for what you see in your application. User currencyapplies to your entire interface for your signed-in session.

1. Navigate to Tools, Set Preferences.2. Select General Preferences > Regional.3. Select the preferred currency to be used. Available currencies include those set up for your company by your

application administrator.

Set Analytics CurrencyThe analytics currency settings determine the currency type that's displayed in all your analytics. It also determines howand when your currency conversion rates are calculated.

1. Navigate to Business Intelligence.2. Click Analytics in the navigator menu.3. Click Browse Catalog.4. Click your user name and select My Account.5. Go to the Preference.6. Select your choice in Currency.

This shows the currency display options for users:

Currency Display Type Description

Entered CurrencyCurrency used on a transaction.

<Application> CurrencyCurrency set up in each respective Cloud application as the common Corporate currency usedcompany-wide.



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Currency Display Type Description

User Preferred Currency usingSimple Currency Management

Conversion to User Preferred Currency is performed at the time your run the report, and iscalculated from the Corporate currency based on the last time the record was updated andsaved or closed.

User Preferred Currency usingAdvanced Currency Management

Conversion to User Preferred Currency happens on the date your run the report, and uses thecurrency indicated on the record.

Set a Default Currency Conversion Option for All UsersBy default your currency is converted to the corporate currency with a method we call "User Preferred Currency UsingSimple Currency Management". This simple setting provides the best run-time performance because when you runa report, the application doesn't have to look up the rate for each transaction. The currency was converted to yourcorporate currency at that day's rate when you updated and saved the record. Otherwise, the application cycles througheach record at run-time and converts the currency one record at a time to the exchange rate in effect at the time. Formore information see, How User Preferred Currency Exchange Works.

But you can also standardize the setting for all system users, by setting the default preference to another option, suchas CRM Currency or User Preferred Currency Using Advanced Currency Management.

To change the default currency setting for all users, administrators need to add a profile option and a correspondingvalue. Note that when administrators change the default currency setting for users in their organization, individual userscan still override that setting and select their preferred currency in My Account.

The following table shows the profile option code parameters to override the default currency setting.

Profile Code Profile Value Description

BI_DEFAULT_CURRENCY_CONVERSION_METHODCRM Currency - Defaults to Application Currency.

BI_DEFAULT_CURRENCY_CONVERSION_METHODUser Preferred Currency 1 - Defaults to User Preferred Currency Simple CurrencyManagement.

BI_DEFAULT_CURRENCY_CONVERSION_METHODUser Preferred Currency 2 - Defaults to User Preferred Currency Advanced CurrencyManagement.

Set the Currency for an Individual AnalysisYou can set the currency at an analysis level to ensure that the data is displayed in a preferred currency.

Perform the following steps to set the currency for an individual analysis.

1. Open the analysis in Edit mode for which you want to change the currency.2. Open the Advanced tab.



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3. In the Advanced SQL Clauses region, enter one of the following SQL statements in the Prefix field:

◦ SET VARIABLE PREFERRED_CURRENCY='Local Currency';

◦ SET VARIABLE PREFERRED_CURRENCY='Project Currency';

◦ SET VARIABLE PREFERRED_CURRENCY='Contract Currency';

4. Click Apply SQL.5. Click the Save Analysis icon.

Alternatively, use the Save As icon to save the analysis to a specified location with a new name.

Set a Global Currency Conversion ProfileSet a global currency conversion method for all your users by creating a currency profile. Only administrators can createcurrency profiles.

1. In Setup and Maintenance, go to Manage Profile Options.2. Enter the following values:

◦ Profile Option Code : BI_DEFAULT_CURRENCY_CONVERSION_METHOD

◦ Profile Display Name : BI Default Currency Conversion Method

◦ Application

◦ Module

◦ Start Date : Provide previous day's date to proceed to next step to define values.

3. Click Save and Close.4. In the Manage Profile Options dialog box, you see your new profile. Check the Enabled box for Site.5. Click Save and Close.

Related Topics• Update Existing Setup Data

Define Currency Profile ValuesAfter you create your currency profile, the last step is to define the profile value. This step defines which currencymanagement option is assigned to that profile.

1. In the Setup and Maintenance work area, useManage Administrator Profile Values.2. In Profile Option Code search for your profile: BI_DEFAULT_CURRENCY_CONVERSION_METHOD.3. In Manage Administrator Profile Values, Click Add (+ icon).4. Select Site as the Profile level.5. Enter "User Preferred Currency 2" in Profile Value.6. Click Save and Close.

How User Preferred Currency Exchange WorksThe simple and advanced user-preferred currency choices determine how and when your currency exchange rates arecalculated for your reports. For both simple and advanced currency management, when you save or close a report, the

http://www.oracle.com/pls/topic/lookup?ctx=fa20c&id=OAFSM1684802



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application sets the exchange rate at that time. The option you choose impacts how quickly your reports are generatedat run time. Each case includes trade-offs, as detailed in the examples.

User Preferred Currency using Simple Currency ManagementThe advantage of this option is performance - the application doesn't have to look up the rate for each transactionbecause when you close or save a record, the application converts it to your corporate currency at that day's rate. Whenyou run the opportunity report, the application multiplies that value by your preferred currency exchange rate for thedate you run the report. This eliminates the need for the application to cycle through each record, and calculate thecorresponding exchange rate to your preferred exchange rate at the time that record was closed or last saved. It simplytakes the value on record for the original transaction exchange to corporate currency, and multiplies it by your preferredcurrency exchange rate at the time your run the report.

As an example of user preferred currency using simple currency management, a user updates and saves or closes anopportunity record with associated revenue of one million Indian Rupees on January 31st with an exchange rate of0.01401 Rupees to one US Dollar. The user then runs an opportunity report in US Dollars on March 31st. In the report,the US Dollar Corporate Currency is set at the January 31st rate it was saved at, in this case reporting as $14,010, or onemillion multiplied by 0.01401. Finally, an opportunity report on March 31st in Euros uses the March 31st conversion ratefor US Dollars to Euros of 0.75017 to convert the recorded US Dollar amount into Euros, in this example one millionmultiplied by 0.01401, which is the January 31st Rupee to US Dollar exchange rate, multiplied by 0.75013, which is theMarch 31st rate for Euros. This requires less processing, because the January 31st Rupee to US Dollar exchange rate,while not exact on March 31st, is used as the basis for the calculation of the March 31st opportunity revenue conversionto Euros at the later exchange rate.

The following figure describes an example of user preferred currency using simple currency management.

Opportunity Currency in INR = 1M

Jan 31st exchange rate is INR to USD = 0.01401

Corporate Currency in USD is set at the Jan 31st rate. 1M INR converted

to USD at rate when closed or saved, in this case 0.01401 = $14010

User preferred currency in EUR is shown in

report as March 31st rate USD to EUR 0.75017 =

EUR 10,509 (1M x 0.1401 x 0.75017)

Example of User Preferred Currency using Simple Currency Management:

User updates and saves or closes record

on January 31st

User runs opportunity report on March 31st

Opportunity report on March 31st shows all opportunities in EUR

Exchange RatesJan 31st rate: USD to EUR = 0.75011Jan 31st rate: INR to EUR = 0.01050Jan 31st rate: INR to USD = 0.01401

Mar 31st rate: USD to EUR = 0.75013Mar 31st rate: INR to EUR = 0.01052Mar 31st rate: INR to USD = 0.01403

User Preferred Currency using Advanced Currency ManagementThis option provides a more precise exchange rate, since it goes through each record to determine the rate on the datethe record was updated or closed. The downside of this option is performance. Your reports will take longer to run. Theapplication has to cycle through each record and match currency exchange rates to the date the record was closed orupdated and saved.

As an example of user preferred currency using advanced currency management, a user updates and saves or closesan opportunity record with associated revenue of one million Indian Rupees on January 31st, when an exchange rate



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of 0.01050 Rupees to one Euro applies. The user then runs an opportunity report on March 31st. In the report, the UserPreferred Currency of Euros is applied, using the January 31st Rupee to Euro rate of 0.01050, requiring calculationduring report processing to resolve the opportunity to 10,500 Euros. Note that running the opportunity report on March31st doesn't change the calculation and the close date of January 31st is used.

The following figure describes an example of user preferred currency using advanced currency management.

Opportunity Currency in INR = 1M

January 31

User Preferred Currency is EUR. INR to EUR

March 31st exchange rate is 0.1050 = EUR 10,500

User preferred currency in EUR is shown in

report as EUR 10,500

Example of User Preferred Currencyusing Advanced Currency Management:

User updates and saves or closes record

on January 31st

User runs opportunity report on March 31st

Opportunity report on March 31st shows all opportunities in EUR

Exchange RatesJan 31st rate: USD to EUR = 0.75011Jan 31st rate: INR to EUR = 0.01050Jan 31st rate: INR to USD = 0.01401

Mar 31st rate: USD to EUR = 0.75013Mar 31st rate: INR to EUR = 0.01052Mar 31st rate: INR to USD = 0.01403

Why do I see amounts of zero in analyses?The currency exchange rates might not be set up correctly. For example, you choose EUR as your preferred currency ingeneral preferences, and your corporate currency is USD. Amounts in analyses are displayed in EUR after conversionfrom USD, based on the current exchange rate. But if the exchange rate between EUR and USD isn't set up, or if theconversion fails for any reason, then the amounts show as zero.

Configure Business Intelligence Publisher

Overview of Report Delivery Servers ManagementOracle Business Intelligence Publisher, the report generation and delivery engine, requires configuration and tuning todeliver reports to users.

Report requests are received by Publisher from:

• Oracle Enterprise Scheduler

• The Reports and Analytics work area and panel tab

• Application pages

Requests submitted through Oracle Enterprise Scheduler are processed by the Oracle BI Publisher scheduler. Requestssubmitted through the Reports and Analytics work area or panel tab can be either real-time online requests or



14

scheduled requests. Requests submitted through an application may call Oracle Enterprise Scheduler or may returnreport request results directly back to the application page.

Oracle BI Publisher is configured to accept requests from Oracle Applications Cloud. However, before you can deliverreport documents to their destinations, you must define the delivery servers in Oracle BI Publisher. Use the Oracle BIPublisher Administration page to define your delivery servers.

Once delivery servers are defined, you can further configure the number of report processor and delivery threads tobest handle your processing and delivery requirements. In addition, you can configure report properties for the deliveryservers or at the report level to tune performance of your reports. To diagnose report processing issues, BI Publisherprovides a set of scheduler diagnostics.

Navigate to the BI Publisher Administration PageYou use the Oracle BI Publisher Administration Page to perform most tasks related to report delivery and performance.

Use the Oracle BI Publisher Administration page to:

• Configure delivery servers

• Manage report and delivery processors

• View scheduler diagnostics

• Set system properties and report runtime configuration properties

Request the Oracle Applications Cloud security administrator to assign the BI Platform Administrator duty role (BI stripe)to the person responsible for administering BI analyses, dashboards, and BI Publisher reports. Administration tasksinclude security permissions for objects, organizing objects into folders, accessing log files, and several other tasks.

Navigating to the Administration PageTo navigate to the Oracle BI Publisher Administration page:

1. Click Tools > Reports and Analytics in the Navigator.2. In the Reports and Analytics work area, click Browse Catalog.3. In the Catalog page, click Administration, then click Manage BI Publisher.

Configure Report Delivery ServersSet up the report delivery servers to support printing.

Configuring ServersTo configure delivery servers:

1. From the BI Publisher Administration page, click Delivery Configuration.2. Enter values in the Delivery Configuration Options tab to set general properties for email deliveries and

notifications.3. To configure a delivery server, click the appropriate tab. You can also configure role-based access to delivery

servers.



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Configure PrintersYou can set a default printer for your account and restrict access to a printer by roles.

Set a Default PrinterYou can set a default printer for your account so that when you schedule a job with the destination as Printer, thisprinter is selected. However, you can select another printer assigned to your role.

To set a default printer:

1. Navigate to BI Publisher using the https://<FA_instance_host>/xmlpserver URL.2. Click your user name and select My Account.3. In the General tab, select a printer from the list and click OK.

Restrict Access to a Printer by RolesBy default, the access to a printer is set to Public, which makes it available to all users. But you can configure which rolescan access a printer.

1. Navigate to the Administration page.2. In the Delivery section, select Printer.3. In the Printer tab, add a new printer or select an existing one.4. In the Access Control section, deselect Public.5. Select one or more roles you want to provide access to the printer, and click Move to add them to the Allowed

Roles.6. Click Apply.

Overview of Report and Delivery ProcessorsWhen Oracle Enterprise Scheduler initiates a job, it is picked up by the BI Publisher scheduler queue.

• Job Processor: Listens for requests from the scheduler queue. When the job information is received, thejob processor executes the data model (and splits the data for bursting jobs), stores the data in the sharedtemporary folder, and sends the report metadata to the report queue.

• Report Processor: Listens for requests from the report queue. When the report information is received, thereport processor generates the report documents, stores it in the shared temporary folder and puts the deliveryinformation in the delivery queue.

• Delivery Processor: Listens to the delivery queue and handles the delivery of reports for its channel. Thedelivery processors are:

◦ Email Processor

◦ File Processor

◦ FTP Processor

◦ Print Processor

◦ WebDAV Processor

◦ Fax Processor



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Manage Report Processing and Delivery Server LoadManage the processors in the BI Publisher Scheduler Configuration page.

Managing Processing and Server LoadBy default, each processor is enabled and the thread count for each is set to five. For each managed server that isrunning in the BI cluster, a table for that instance's processors is displayed. Use the table to enable or disable processorsfor the instance and configure the thread counts.

To configure processor threads:

1. From the BI Publisher Administration page, click Scheduler Configuration.2. In the Cluster Instances region of the Scheduler Configuration page, enter the Number Threads value in the

processor configuration table.3. All processors are automatically set to use the number of threads defined in the Threads Per JMS Processor

value of the JMS Configuration region of the page. Enter a value in the Number Threads column to change thevalue from this default.

After performing the scale-out procedure, configure the processor threads for each cluster instance using the samesteps.

Diagnose Report Processing IssuesThe Scheduler Diagnostics page provides the runtime status of the scheduler. Among others, it provides status of itsJMS configuration, JMS queues, cluster instances, scheduler Database, and Oracle Enterprise Scheduler.

Diagnosing IssuesTo access the Scheduler Diagnostics page:

1. Navigate to the Oracle Business Intelligence Publisher Administration page.2. In the System Maintenance group, click Scheduler Diagnostics.

Configure System Properties for ReportsUse the Oracle BI Publisher Runtime Configuration page to set the system-level runtime properties for reports.

Configure Reporting PropertiesTo access the Runtime Configuration page:

1. Navigate to the Oracle Business Intelligence Publisher Administration page.2. In the Runtime Configuration group, click Properties.



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FTP and SFTP Delivery Retry PropertyBy default, if FTP or SFTP delivery fails, another attempt is made to deliver the file to the failed destination 10 secondslater. When you set the Enable FTP/SFTP delivery retry property to False, no retry attempt is made. This setting affectsall of the FTP and SFTP delivery requests, and can't be configured for individual servers.

XPT Template PropertiesConfigure XPT templates by setting the properties described in the table.

Property Name Description Default

XPT Scalable Mode

When you set this property to true,scheduled reports that use the XPTtemplate and include a large amount ofdata run without memory issues. The first100,000 rows of data in the report arestored in memory and the remaining rowsare stored in the file system. For reports that contain smaller amountof data, you can set this property to false.So, scheduled reports that use the XPTtemplate are processed in-memory.

true

Enable Asynchronous Mode for InteractiveOutput

When you set this property to true,interactive reports that use the XPTtemplate make asynchronous calls toOracle WebLogic Server. When you set this property to false,interactive reports that use the XPTtemplate make synchronous calls to OracleWebLogic Server. Oracle WebLogic Serverlimits the number of synchronous calls.Any calls that are stuck expire in 600seconds.

true

Overview of Memory Guard SettingsMemory Guard settings for Oracle BI Publisher have default settings optimized for performance.

Reviewing Memory Guard SettingsTo Review Memory Guard Settings:

1. Click Properties.2. Click Manage BI Publisher.3. In the Runtime Configuration, click Properties.4. The Memory Guard settings set thresholds for report size and runtimes.



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Use a Dedicated Business Intelligence Publisher Cluster for CriticalJobsFor some time-sensitive reports, including for example paycheck and invoice generation, you can use a dedicatedBusiness Intelligence Publisher cluster by setting the report's priority as critical, ensuring that reports are run duringcritical time windows.

Critical jobs are assigned to a dedicated cluster. To set a report as critical:

1. Open the report.2. Click Properties.3. In the Advanced Report Properties in the General tab, select Critical in the Job Priority list.

Determining Which Reports Are Prioritized as CriticalTo review which reports have been marked as critical, navigate to Report Job Histories, where critical jobs arehighlighted.

Upload and Manage Configuration-Specific FilesUse Upload Center to upload and manage the configuration-specific files for font, digital signature, ICC profile, SSHprivate key, and SSL certificate.

To upload and manage configuration-specific files:

1. From the BI Publisher Administration page, click Upload Center.2. Click Browse and select the file you want to upload.3. Select the configuration file type.

Note: A digital signature file should have a .pfx or .p12 extension. Signature files with otherexceptions fail to upload due to incorrect extension.

4. If you want to overwrite an existing file with the new file, select Overwrite.5. Click Upload.6. To manage the uploaded files, use the Filter By Type field to filter the files in the table.

Use Non-Standard FontsIf you want to use non-standard fonts, you can upload them using either the Upload Center tab on the SystemMaintenance page, or the Font Mappings tab on the Runtime Configuration page. Fonts uploaded through either arelisted in the other.

You can map a font for a report or globally. If you map fonts at the report level, then map fonts at the globally, thereport-level fonts override the newer fonts. You can change this in the report properties.



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Configure Deep Links

Register Business Intelligence to Support Deep LinkingDeep linking lets you to navigate from an analysis on the interface pages to specific attributes and objects in your workareas so that you can work with them directly. What does that mean? It means that if you are looking at an analysison leads, for example, you can click a record on the analytic and go edit the lead record on the edit object page. Tosupport deep links, use the Setup and Maintenance work area to register the Business Intelligence Server as a third-party application.

Register Business Intelligence Server as a Third-Party ApplicationTo register the BI Server:

1. Use the Manage Third Party Applications page.2. Click Create.3. Enter AnalyticsApp as the application name.4. Enter the full URL for the BI Server (for example: http://host:port/analytics/saw.dll).5. Enter Analytics Server as the Partner Name.6. Click Save and Close.

Related Topics

• Manage Integration of Additional Applications

Create Deep LinksCreate deep links in your analytics that let you navigate from an analytic to specific attributes and objects in yourtransactional pages to work with them directly.

1. In the Reports and Analytics work area, click Browse Catalog.2. Create or edit an analysis. Use a subject area that includes the attribute you want to link to in the transactional

pages, and ensure that you include the object ID.3. On the Criteria tab, click the Options icon for the attribute column on which you need a deep link and select

Column Properties.4. Open the Interaction tab in the Column Properties dialog box.5. In the Primary Interaction list in the Value section, select Action Links to display the Action Links table.6. Select the Do not display in a pop-up if only one action link is available at runtime option.7. Click Add Action Link.8. In the New Action Link dialog box, enter the link text for the navigation.9. Click the Create New Action icon and select Navigate to a Web Page.

10. In the Create New Action dialog box, enter the URL to navigate to, which references parameters you definein the prompt. For shared analyses://<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=<objectID>=@{2}&action=@{3}&returnApp=AnalyticsApp&returnAppParams=PortalGo%26path=</shared/Custom/<folder>/@{6}




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For personal analyses stored in My Folders: //<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=<objectID>=@{2}&action=@{3}&returnApp=AnalyticsApp&returnAppParams=PortalGo%26pather=/users/@{5}/@{6}

11. Click Define Parameters to add corresponding parameters for the URL.12. In the Define Parameters section, click Add Parameter to add the following mandatory parameters:

Name Prompt Type of Value Value Fixed Hidden Notes

1

Object Type

Value

<Object Type>

Selected

Selected

Used forshared andpersonalanalyses.

2

<PromptName>

Column Value

Column Namein "<table.name>"."<column.name>"format

Selected

Selected


3

Action

Value

edit

Selected

Selected


4

returnApp

Value

AnalyticsApp

Selected

Selected


5

Logged in User

SessionVariable

USER

Selected

Selected

Sessionvariableparameterused forpersonalanalysispermissions.

6

Report Name

Value

Analysis Name

Selected

Selected

Used forshared andpersonalanalyses. Thename of theanalysis toreturn to afterworking in thetransactionalpage.

13. Click Options to set how the page opens.14. In the Action Options dialog box, select Open in New Window to open the page in a new window.15. Save your work.



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16. If you have provided the Return Application name, a Return icon is available in the transactional page to returnto the analysis.

Related Topics

• Manage Analytics with Advanced Features

FAQs for Deep Links

Why did a deep link open to a blank page?You may not have access to the linked object, or the URL entered for the action is incorrect, for example lacking theenvironment or the Object ID name.

• Check the URL you entered for the action. It may be missing the environment name or the Object ID name.

• Check the URL parameters, the spelling of the action, and that you're using the correct key in the object'sanalysis.

Do I have to display the ID for my object?No, you can add it, format the column as a number with zero decimals, and then hide the column.

Can I display actions for some users and not others?Yes, you define conditions for the action to display.

Embed Analyses and Dashboards

Allow Safe DomainsYou allow safe domains to approve access to specific content. For security reasons, external content can't be added toreports and reports can't be embedded in other applications unless it's safe to do so. Only administrators can allow safedomains.

Only authorized users may access the content. Except in cases where Single Sign On (SSO) is enabled, users areprompted to sign in when they access content on safe domains. After you have added a safe domain, users need to signout and sign back in to access content from that source.

1. Click Navigator > Reports and Analytics.2. Click Browse Catalog.3. Click the Administration link on the BI Home page.4. Click the Manage Safe Domains link.



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5. To allow users to embed their analyses in content located on other domains, enter the name of the safe domainas well as the port. Here are a few formats you can use for port names:

◦ www.example.com:<port number>

◦ *.example.com:<port number>

◦ https:

6. Select the types of resources you want to allow and block any resource types you think aren't safe. For example,to allow embedding, select Embedding.

Embed Your Content in Other ApplicationsYou can embed your reports in other non-Oracle applications and portals. This is a good way to share content and dataamong multiple systems. When other users click on embedded content, if you don't have single sign-on, they mighthave to sign in again to see the content.

Before you can embed a report in other applications or portals, your administrator must add the URL for the targetapplications or portal to the list of allowed domains.

1. Obtain the URL of the analysis or dashboard you want to embed.

a. Go to the catalog and open the analysis or dashboard.b. In the URL displayed in the browser's address bar, delete "Portal", so that your URL resembles this

example, then copy the URL.

Content Example URL

Analyses

http://example. com:<port number>/ analytics/ sawdllGoAction prompt&path=%2Fshared%2F<folder>%20<analysis name>

2. Sign in to the target application or portal, then embed the content inside an iFrame and use the copied URL.


Chapter 3Subject Areas and Predefined Analyses

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3 Subject Areas and Predefined Analyses

Data Structure for AnalyticsThe BI repository defines which columns (or slices of data) are available for you to include in analyses, and where datafor each column comes from. The repository is organized into subject areas which contain folders with columns. Youcan also use the BI repository as a data source for reports.

ColumnsThe following table describes the three types of columns.

Column Type Description Example

Fact

Provides a measure of values that arenumbers.

Credit Amount in Contract Currency

Attribute

Represents information about a businessobject with values that are dates, IDs, ortext. Attribute columns can be flexfieldsegments imported into the BI repository.

Contract Association Level

Hierarchy

Holds data values that are organized in ahierarchical manner.

Date - Week To Year hierarchy contains:

• Total• Week To Year• Week• Day Detail

Subject AreasTo create an analysis:

1. Select a subject area which contains columns related to a specific business object or business area. Forexample, Project Billing - Invoices Real Time.

2. Open folders within the subject area to find the columns to include in your analysis. For example, you can openthe Project folder and select the Project Ledger Currency column within it.



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FoldersEach subject area has one fact folder and a number of dimension folders. Folders can have subfolders. For example, theProject folder in Project Billing - Invoices Real Time subject area has multiple subfolders like Project Classification,Project Data Attributes, Project Record Information, and so on.

• Fact folders:

◦ Contain fact columns.

◦ Are usually at the bottom of the list of folders and are usually named after the subject area.

• Dimension folders:

◦ Contain attribute and hierarchical columns.

◦ Are joined to the fact folder within a subject area.

For example, if your analysis has Currency attribute from a dimension folder, you see a currency columnin the results. If you also add the Total fact, then your analysis includes only those records that have bothcurrency and total amount columns populated. Adding certain columns can reduce the query set for youranalysis depending on how you joined them in the query.

Note: If you add attributes that don't have a value, you see them as null in the results if you joinedthem appropriately in the query.

◦ Can be common folders or contain common dimensions that appear in more than one subject area. Ifyour analysis has columns from multiple subject areas then you must include:

• Columns from dimension folders that are common to all those subject areas. At least one suchcolumn is mandatory.

• One column from the fact folder in each of those subject areas.

Subject Areas for Oracle Project Portfolio ManagementReal-Time AnalysesYou can use multiple subject areas to create real-time analyses and dashboards for Oracle Project PortfolioManagement as listed below.

Subject Area Description Business Questions

Projects - Period Close Exceptions

Analyze project period close exceptionsassociated to unprocessed costs,expenditures, and revenue. View pendingtransactions by using dimensions suchas project, task, expenditure type, projectorganization, and message type.

• Which transactions prevent projectperiod closure?

• What is the amount of pendingtransactions?

• Which projects have pendingtransactions?



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Project Billing - Event Real Time

Analyze real-time information of projectcontract billing events. View projectcontract billing events at an individualtransaction level and analyze billingevents using dimensions such as contract,contract line, project, and task. You canalso analyze billing events by event detailssuch as event type, completion date,invoice revenue and status, and reversalindicator.

• Which are the billing events for aproject or contract and contractline?

• What's the total amount or numberof completed billing events whicharen't invoiced or recognized forrevenue for a contract and contractline?

• Which billing events are on aninvoice hold or a revenue hold?

• Which billing events are potentiallymissing an event completion date?

Project Billing - Funding Real Time

Gain insight into project contract fundinginformation to analyze funds consumedfor invoice and revenue, and fundsremaining by using dimensions such ascustomer, organization, contract, billingtype, project, task, and time.

• Which are the contract lines for acontract?

• How much of the contract lineamount is invoiced and recognizedfor revenue?

• Which projects are linked tocontracts?

• Which project contracts are activefor a business unit?

Project Billing - Invoices Real Time

Gain insight into real-time projectcontract invoice information at anindividual transaction level and analyzeinvoicing, concessions, and credits byusing dimensions such as customer,organization, contract, billing type, project,task, employee, time, and currency.

• What are the transactions for aninvoice line?

• Which invoices need attention?• What are the invoice line details for

a particular invoice?• Who are the contracted customers

for a business unit?

Project Billing - Revenue Real Time

Analyze real-time information on revenuerecognized for project contracts. Viewproject contract revenue informationat an individual transaction level byusing dimensions such as customer,organization, contract, billing type, project,task, employee, time, and currency.

• Which contracts have actualrevenue in the current accountingyear?

• Which contracts have the lowestactual revenue in the currentaccounting period?

• What's the actual revenue trend foraccounting periods in the selectedaccounting year?

Project Control - Budgets Real Time

Analyze project budget data such asraw and burdened cost, planned effort,revenue, and margin for current working,current baseline, and original baselinebudget versions. View real-time projectbudget information by using dimensionssuch as project, task, employee, time, andplanning resource.

• Which projects are under abusiness unit and what are thestatuses of these projects?

• What's the budgeted amount fora project for the various budgetversions?

• What's the planned effort andrevenue amount for a project forthe various budget versions?

Project Control - Forecasts Real Time

Analyze project forecast data for current,prior, and original forecast versions. Viewreal-time forecast data such as raw andburdened cost, planned effort, revenue,

• What are the raw and burdenedcosts for a project?

• What's my cost variance?



26


margin, and variance measures such ascost variance, revenue variance, and so onby using dimensions such as project, task,employee, time, and planning resource.

• What's my margin on a project?• What's the forecasted revenue for a

project?• What are the different forecast

versions for my project?

Project Control - Progress Real Time

Analyze project progress and view specificprogress details such as actual cost,estimated effort to complete, cost percentspent, physical percent complete, andestimated cost at completion. Measureproject performance using earnedvalue metrics, including cost variance,cost performance index, and scheduleperformance index. Analyze performancetrends as progress is captured over timeand use that information to estimate andcontrol project outcomes.

• What's the latest published physicalpercent complete for all tasks?

• What's the latest published physicalpercent complete for summarytasks?

• What are the planned and actualcosts for each task as per the latestpublished progress?

• What are the cost and scheduleperformance indexes on myproject?

Project Costing - Actual Costs Real Time

Analyze actual project costs by viewingsupplier, labor, nonlabor, and third-partytransaction project costs. View specificcosts, associated expenditure items, anddistribution line details for a specificproject, task, task hierarchy, employee,project organization, and expenditureorganization for a specific time period.

• Which capitalizable costs aren't yetcapitalized?

• How much does each transactionsource contribute to project costs?

• Which transactions contribute tothe total cost of my projects?

Project Costing - Assets Real Time

Analyze capital projects and identifypossible exceptions by comparingexpensed and capitalizable costs. Trackcapitalizable costs throughout thecapitalization process and review assetdetails, view asset assignments to projectsand tasks, analyze amounts charged todifferent accounts, and drill down to costdistribution lines.

• What's the total capitalized cost ofmy assets?

• How's an expenditure itemallocated across assets?

• Which cost distributions areincluded in an asset line?

• Which assets are assigned to atask?

Project Costing - Commitments Real Time

Gain insight into project commitmenttransactions from the procure-to-payflow. View requisition, purchase order, andsupplier invoice measures for a project,task, task hierarchy, project organization,and expenditure organization for a specifictime period.

• What are the requisitions andpurchase orders that still havecommitment costs for my project?

• What are the outstandingcommitments for my project?

• Which commitments are associatedwith my capital projects?

Project Costing - Expenditure ItemPerformance - Real Time

Analyze expenditure item performance bygaining insight into project expenditureitem costs, and billing and revenuedetails. View expenditure item type andclass information for project, task, taskhierarchy, employee, project organization,and expenditure organization for a specifictime period.

• What are the billing and revenuedetails by project?

• What was the expenditure incurredon a project in a prior week?

• Which expenditure items areassociated with my capital projects?



27


Project Costing - UnprocessedTransactions Real Time

Analyze unprocessed project transactionssourced from Oracle Fusion or third-partyapplications and view general detailsabout pending, failed, and unprocessedtransactions including the originalsource and processing information. Viewunprocessed transactions for a project,task, task hierarchy, employee, relatedexpenditure types, project organization,and expenditure organization for a specifictime period.

• What unprocessed transactions arewaiting to be sent to Oracle ProjectPortfolio Management?

• Which transactions weren'tsuccessfully imported to OracleProject Portfolio Management?

Projects - Labor Distribution Cost AnalysisReal Time

Analyze real-time information on labordistributions using dimensions likeproject, task, award, employee, projectorganization, and general ledger charginginstructions for a specific time period.

• What payroll batches have loadedrecently and where did theydistribute too?

• What errors / exceptions exist andwhat types?

• How many costs are beingdistribute to GL vs Projects overtime?

Projects - Labor Schedule Analysis RealTime

Analyze real-time information onlabor schedules using dimensions likeproject, task, award, employee, projectorganization, and general ledger charginginstructions for a specific time period.

• Who has a labor schedule with nocosts associated?

• Labor schedules ending in next 3months?

• What labor schedules are likelyto fail in the near future? Laborschedules with Awards / ProjectsEnding Soon.

• Award / Projects with the mostlabor Schedules Active?

Project Management - Baseline VersionsReal Time

Analyze the multiple baseline versionsinformation for the projects that youmanage using dimensions such as project,task, task hierarchy, and baseline versiondetails. View the real-time informationthrough baseline version metrics suchas baseline variance with current dates,effort, and costs.

• What's the baseline historyinformation for my projects?

• What's the schedule, effort, andcost variance across multiplebaselines for my tasks or projects?

Project Management - ChangeManagement Real Time

Analyze real-time project change orderinformation using dimensions such aschange order reason, status, impact,participant, time, and project.

• What's the number of pendingchange orders grouped by variousstages?

• What are the reasons for changeorders?

• What's the estimated cost andrevenue for the change order?

• What's the current stage and statusof the change order?

Project Management - OpportunityIntegration Real Time

Analyze specific project opportunitydetails such as status, win probabilitypercentage, deal amounts, and weighted

• How many projects are in thepipeline for each customer?



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labor bill and cost amounts. View real-timeinformation through opportunity-relatedproject metrics using dimensions such asopportunity, project, and time.

• What's the weighted (adjusted)revenue for all projects under thisbranch of the enterprise projectstructure?

• Which are the projects for thisopportunity?

• How much did it cost to pursue thisdeal?

• What are the win probabilities foropportunities on a project?

• What are the deal and weight laborbill amounts on a project?

Project Management - Planning Real Time

Analyze project plan data and viewspecific project plan details such as startand finish dates, progress information,planned, actual, and remaining cost, andlabor effort. View real-time informationthrough project plan metrics usingdimensions such as project, task,employee, progress status, resource,sprint, and time.

• What are the planned billingamounts for my projects?

• What are the operating margins formy projects?

• What are the planned and actualmargins and margin percentagesfor my projects?

• What are the planned and actualcosts for my projects?

• How much effort is planned perresource role for my projects?

Project Management - Project Issues RealTime

Analyze the issues and related actionitems that you own or create, or that arerelated to projects that you manage. Viewreal-time information across differentdimensions such as project, owner, issuetype, and status.

• Which issues are open for myprojects, along with their details?

• Which issues are open for anindividual owner?

• What are my action items?• What patterns are apparent from

historic performance on issues?What can we learn from analysis ofissues that could help future projectperformance?

Project Management - Project HierarchyReal Time

Analyze project plan data such as cost,schedule, effort, and bill amounts rolledup to enterprise project structure. Analyzereal-time information through projecthierarchy metrics using dimensions suchas project hierarchy, resource, employee,task, task hierarchy, progress status, time,project, and sprint.

• What are the actual costs for myEPS elements?

• What are the total costs for my EPSelements?

Project Management - Project ResourcesReal Time

Analyze real-time project resourceallocation information, for example,project labor and expense resourceallocations using dimensions such asemployee, resource class, resource, projectrole, project resource assignment status,project, and opportunity.

• What are the statuses of theresources currently working on myprojects?

• Who are the planned resourcesassigned to my projects?

• What are the allocated hours for myproject resources?

Project Management - Project Work ItemsReal Time

Analyze real-time project work iteminformation and view specific projectwork item details such as deliverables,

• What are the work items for myprojects?



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concepts, proposals, requirementsspecifications, product change orders,items, and negotiations. View real-timeinformation through work item metricsusing dimensions such as project, task,priority, and status.

• What are the work item statusesthat determine the completion ofmy project tasks?

• Which of my project deliverablesare overdue, due soon, and yet tostart?

• What are the allocated hours for myproject resources?

Project Management - Requirements RealTime

Analyze real-time project backloginformation for your project backlog itemsusing dimensions such as requirementhierarchy, sprint, product, release, scrummaster, backlog owner, project, and task.

• What's the total number of backlogitems by status for a product in agiven sprint?

• What's the total number of storypoints achieved in each sprint of arelease?

• Which of my backlog items haveexceptions?

• What are the planned hours foreach backlog item?

• What are the backlog items for myprojects in a sprint?

• What's the remaining effort for mybacklog items?

Project Resource Management - ResourceManagement Real Time

Analyze real-time project resourceassignment information, for example,project resource supply, demand (requestsand assignments), and utilization usingdimensions such as resource, resourcepool, role, qualification, time, and project.

• Which requests are in Open orResource Proposed status?

• What's the forecasted revenue andmargin for resource requests thatare in Open or Resource Proposedstatus?

Project Resource Management - ResourcePool Real Time

Analyze real-time resource poolinformation using dimensions such asresource, resource pool, resource poolmembership, resource pool hierarchy,department, and location.

• Which resources belong to aresource pool?

• What are the dates of poolmembership for a resource?

• What's a resource's poolmembership history since theresource was hired?

Project Management - Task ManagementReal Time

Analyze the tasks that you own or create,including project tasks, to-do tasks, actionitems, and milestones.

• Which project tasks are due in 7days?

• In how many days are my projecttasks due?

• Which project tasks are incomplete?• Which project tasks, milestones,

and action items are due?

Projects - Cross Subject Area Analysis -Real Time

Analyze real-time information on projectperformance, including budgets, forecasts,costs, commitments, revenue, andinvoices using dimensions such as award,fiscal calendar, employee, project, task,organizations, and time.

• Is my project profitable?• How much funding has my contract

consumed?• How much has been invoiced for

my contract?• How does my budgeted cost

compare against my actual andforecast costs?



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• What are my committed costs for aproject?

• How does my budgeted revenuecompare against my actual andforecast revenue?

Projects - Grants Management - AwardAnalysis Real Time

Analyze real-time award information usingdimensions such as award, award project,keyword, certification, reference types,and time.

• What are the awards for a specifickeyword, for example, awards ondiabetes research?

• Which award certifications expire inthe next 30 days?

• What are the proposal numbers forthe awards?

• Which are the certificationsawarded for various projects?

Projects - Grants Management - AwardFunding Real Time

Analyze real-time award fundinginformation using dimensions such asaward, award project, budget period,funding source, sponsor, personnel,keyword, organization credits, and time.

• Which awards are currently active?• Which awards are past their end

dates but weren't closed?• What's the allocated funding

amount for each project of anactive award?

• What's the total funding bydepartment year over year?

• What awards have funding notallocated to projects?

Projects - Performance Reporting RealTime

Measure project performance usingvarious summary reporting metrics suchas total cost, ITD actual cost, revenue,billed amount, and so on at the project,task, and resource levels. Analyze projectperformance measures by fiscal periodsto gain insight into holistic project health.You must submit the Update ProjectPerformance Data process for differentdata sources so that your analyses anddashboards display accurate data.

• What's the project expenditure for aspecific task and resource?

• Which tasks and resources don'thave correct expense estimates?

• Which project generates the mostrevenue for my organization?

• Which task and resource have thehighest costs? What's my budgetedprofit and actual profit?

• What are my planning andactual cost amounts groupedby expenditure category andexpenditure type?

The following table lists the currencies supported by each subject area.

Subject Area Ledger Currency Entered Currency Project Currency Contract Currency

Projects - Period CloseExceptions

Yes

No

No

No

Project Billing - EventReal Time

Yes

Yes

Yes

Yes



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Project Billing -Funding Real Time

No

No

No

Yes

Project Billing -Invoices Real Time

Yes

Yes

Yes

Yes

Project Billing -Revenue Real Time

Yes

Yes

Yes

Yes

Project Control -Budgets Real Time

Yes

Yes

Yes

No

Project Control -Forecasts Real Time

Yes

Yes

Yes

No

Project Control -Progress Real Time

Yes

No

Yes

No

Project Costing - ActualCosts Real Time

Yes

Yes

Yes The project currency isvalid for all measuresexcept for the TransferPrice measures.

No

Project Costing -Assets Real Time

Yes

Yes

Yes

No

Project Costing -Commitments RealTime

Yes

Yes

Yes

No

Project Costing -Expenditure ItemPerformance - RealTime

Yes

Yes

Yes

No

Project Costing- UnprocessedTransactions Real Time

Yes

Yes

Yes

No

Projects - LaborDistribution CostAnalysis Real Time

Yes

Yes

Yes

No



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Projects - LaborSchedule Analysis RealTime

No

No

No

No

Project Management -Baseline Versions RealTime

No

No

Yes

No

Project Management -Change ManagementReal Time

No

No

Yes

No

Project Management- OpportunityIntegration Real Time

No

No

Yes

No

Project Management -Planning Real Time

No

No

Yes

No

Project Management- Project Issues RealTime

No

No

No

No

Project Management -Project Hierarchy RealTime

No

No

Yes

No

Project Management -Project Resources RealTime

No

No

No

No

Project Management -Project Work Items RealTime

No

No

No

No

Project Management- Requirements RealTime

No

No

No

No

Project ResourceManagement -Resource ManagementReal Time

No

No

Yes

No

Project ResourceManagement -Resource Pool RealTime

No

No

No

No



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Project Management -Task Management RealTime

No

No

No

No

Projects - Cross SubjectArea Analysis - RealTime

Yes

Yes

Yes

Yes The contract currencyis valid only for invoiceand revenue relatedmeasures.

Projects - GrantsManagement - AwardAnalysis Real Time

No

No

No

No

Projects - GrantsManagement - AwardFunding Real Time

Yes

Yes

Yes

Yes

Projects - PerformanceReporting Real Time

Yes

No

Yes

No

Available Dimensions for Oracle Project PortfolioManagement Subject AreasEach subject area has a number of dimension folders and one fact folder. The dimension folders contain attributeand hierarchical columns. Dimensions are joined to the fact folder within a subject area. If an analysis you use hasthe Currency attribute from a dimension folder, you see a currency column in the results. This table describes thedimensions you can use for analyses in Oracle Project Portfolio Management.

Subject Area Dimensions

Projects - Period Close Exceptions

• Award• Employee• Event Details• Event Type• Exception Measures• Expenditure Class• Expenditure Item• Expenditure Type• Fiscal Calendar• Item



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• Job• Ledger• Message Details• Miscellaneous Inventory Transaction• Nonlabor Resource• Organizations• Payables Invoice Details• Project• Project Contract Header Details• Project Contract Line Details• Projects Calendar• Purchase Order Receipt Accrual• Report Detail• Root Cause Message Details• Supplier• Task• Transaction Common Details• Unprocessed Transaction Details• Work Type


• Billing Event Measures• Currency Exchange Details• Event Details• Event Type• Fiscal Calendar• Organizations• Project• Project Contract Header Details• Project Contract Line Details• Task• Task Hierarchy• Time


• Contract Customer• Contract Customer Account• Currency Details• Fiscal Calendar• Funding Details• Organizations• Project• Project Contract Header Details• Project Contract Line Details• Project Contract Measures• Project Funding Measures• Task• Task Hierarchy• Time


• Associated Task• Associated Task Hierarchy• Award



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• Bill-to Customer• Bill-to Customer Account• Contract Customer• Contract Customer Account• Contract and Project Details• Credits and Write-offs• Currency Exchange Details• Customer Details• Employee• Event Details• Expenditure Item• Expenditure Type• Fiscal Calendar• Institution• Intercompany and Interproject Details• Invoice Calculation• Invoice Details• Invoice Processing• Invoice Transaction Measures• Ledger• Legal Entity• Organizations• Primary Sponsor• Project• Project Contract Header Details• Project Contract Line Details• Receiver Fiscal Calendar• Task• Task Hierarchy• Tax Details• Time


• Accounting Class• Award• Balancing Segment• Contract Customer Account• Contract and Project Details• Cost Center• Currency Exchange Details• Employee• Event Details• Expenditure Item• Fiscal Calendar• GL Accounting Date• GL Accounting Date Fiscal Calendar• General Ledger Account• Institution• Intercompany and Interproject Details• Job• Ledger• Legal Entity• Natural Account



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• Organizations• Primary Sponsor• Project• Project Contract Header Details• Project Contract Line Details• Receiver Fiscal Calendar• Revenue Accounting Details• Revenue Calculation• Revenue Details• Revenue Transaction Measures• Task• Task Hierarchy• Time


• Award• Employee• Fiscal Calendar• Institution• Organizations• Primary Sponsor• Project• Project Budget• Project Budget Version• Projects Calendar• Receiver Fiscal Calendar• Resources• Resource Class• Task• Task Hierarchy• Time


• Employee• Fiscal Calendar• Forecast Fact• Organizations• Project• Project Forecast Version• Projects Calendar• Receiver Fiscal Calendar• Resources• Resource Class• Task• Task hierarchy• Time

Project Control - Progress Real Time

• Organizations• Progress• Progress As Of Date• Progress Measures• Progress Status• Progress



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• Project• Task

Project Costing - Actual Costs RealTime

• Accounting Class• Adjustment Details• Associated Project Contract Header Details• Associated Project Contract Line Details• Award• Balancing Segment• Capitalization Details• Cost Accounting Details• Cost Center• Currency Exchange Details• Effort Details• Employee• Expenditure Class• Expenditure Item• Expenditure Item Billing Details• Expenditure Item Revenue Details• Expenditure Item and Cost Distribution Cross-Charge Transaction Details• Expenditure Item and Cost Distribution Details• Expenditure Type• Fiscal Calendar• GL Accounting Date• GL Accounting Date Fiscal Calendar• General Ledger Account• Imported Cost Accounts• Institution• Item• Job• Ledger• Legal Entity• Natural Account• Nonlabor Resource• Organizations• Original Source References• Primary Sponsor• Processing Details• Project• Project Contract Header Details• Project Contract Line Details• Projects Calendar• Receiver Fiscal Calendar• Receiver Ledger Currency Exchange Details• Supplier• Task• Task Hierarchy• Time• Transaction Common Details• Transfer Price Currency Exchange Details



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• Work Type

Projects Costing - Assets Real Time

• Capital Event• Cost Distribution Line• Currency Exchange Details• Expenditure Item• Project• Project Asset• Project Asset Line• Time

Project Costing - Commitments RealTime

• Award• Commitment Details• Currency Details for Commitments• Expenditure Class• Expenditure Type• Fiscal Calendar• Institution• Item• Ledger• Legal Entity• Organizations• Primary Sponsor• Project• Projects Calendar• Receiver Fiscal Calendar• Resource Class• Supplier• Task• Task Hierarchy• Time• Work Type

Project Costing - Expenditure ItemPerformance - Real Time

• Capitalization Details• Currency Exchange Details• Effort Details• Employee• Expenditure Class• Expenditure Item Billing Details• Expenditure Item Details• Expenditure Item Revenue Details• Expenditure Type• Item• Job• Legal Entity• Nonlabor Resource• Organizations• Original Source References• Processing Details• Project• Project Contract Header Details



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• Project Contract Line Details• Receiver Ledger Currency Exchange Details• Supplier• Task• Task Hierarchy• Work Type• Comments


• Award• Currency Exchange Details for Unprocessed Transactions• Employee• Expenditure Class• Expenditure Type• Imported Cost Accounts• Institution• Item• Job• Nonlabor Resources• Organizations• Primary Sponsor• Project• Projects Calendar• Supplier• Task• Task hierarchy• Time• Unprocessed Transactions Adjustment Details• Unprocessed Transactions Details• Unprocessed Transactions Effort Details• Unprocessed Transactions Original Source References• Unprocessed Transactions Processing Details• Work Type

Projects - Labor Distribution CostAnalysis Real Time

• Award• Award Funding Source• Employee• Expenditure Type• Fiscal Calendar• General Ledger Account• Labor Cost Distributions Details• Labor Cost Distributions Measures• Labor Schedules Details• Organizations• Project• Project Contract Header Details• Task• Time• Work Type

Projects - Labor Schedule AnalysisReal Time

• Award• Award Funding Source



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• Employee• Expenditure Type• General Ledger Account• Labor Schedules Details• Labor Schedules Measures• Labor Version Dates• Organizations• Project• Project Contract Header Details• Task• Time• Work Type

Project Management - BaselineVersions Real Time

• Baseline Version Details• Baseline Version Measures• Organizations• Primary Resource• Project• Task• Task Hierarchy


• Change Management Measures• Change Order• Organizations• Project• Time

Project Management - OpportunityIntegration Real Time

• Currency Detail• Opportunity• Opportunity Based Measures• Organizations• Project• Project Plan Dates• Project Planning Measures• Project Progress Status• Time

Project Management - Planning RealTime

• Employee• Milestone• Organizations• Primary Resource• Project• Project Plan Baseline• Project Plan Dates• Project Plan Details• Project Planning Measures• Project Progress Status• Resource• Resource Class• Sprint• Task



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• Task Hierarchy• Time

Project Management - Project IssuesReal Time

• Action Item Creator• Action Item Details• Action Item Measures• Action Item Owner• Action Item Status• Issue Closed Reason• Issue Creator• Issue Details• Issue Measures• Issue Owner• Issue Priority• Issue Status• Issue Type• Organizations• Project• Time

Project Management - ProjectHierarchy Real Time

• Opportunity• Opportunity Based Measures• Organizations• Project• Project Hierarchy• Project Hierarchy Measures• Project Progress Status• Time

Project Management - ProjectResources Real Time

• Employee• Opportunity• Organizations• Project• Project Resource Details• Project Resource Finish Date• Project Resource Measures• Project Resource Start Date• Project Role• Resource• Resource Assignment Status• Resource Class• Time

Project Management - Project WorkItems Real Time

• Organizations• Project• Task• Task Hierarchy• Time• Work Item Creator• Work Item Details• Work Item Measures



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• Work Item Owner• Work Item Priority• Work Item Status• Work Item Type

Project Management - RequirementsReal Time

• Acceptance Criteria• Backlog Item Details• Backlog Item Measures• Milestone• Organizations• Owner• Priority• Product• Project• Release• Requirement• Requirement Hierarchy• Scrum Master• Sprint• Status• Task• Task Effort Measures

Project Management - TaskManagement Real Time

• Issue• Milestone• Organizations• Primary Resource• Project• Project Progress Status• Resource• Tag• Task• Task Creator• Task Dates• Task Follower• Task Management Details• Task Management Measures• Task Owner• Task Type

Project Resource Management -Resource Management Real Time

• Assignment• Organizations• Project• Project Assignment Dates• Project Request Dates• Project Resource Actual• Project Resource Assignment• Project Resource Request• Project Resource Supply• Project Resource Utilization• Project Role



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• Qualification• Request• Resource• Supply• Time

Project Resource Management -Resource Pool Real Time

• Resource• Resource Pool

Projects - Cross Subject Area Analysis- Real Time

• Award• Award Funding Details• Award Funding Measures• Award Project Funding Measures• Bill-to Customer• Budget Transaction Measures• Commitment Transaction Measures• Cost Transaction Measures• Currency• Employee• Fiscal Calendar• Forecast Transaction Measures• Invoice Transaction Measures• Organizations• Project• Project Contract Header Details• Project Contract Line Details• Receiver Fiscal Calendar• Resource• Revenue Transaction Measures• Task• Task Hierarchy• Time

Projects - Grants Management -Award Analysis Real Time

• Award• Award Certification Measures• Award Keyword Measures• Award Reference Measures• Certification• Keyword• Project• Reference Type

Projects - Grants Management -Awards Funding Real Time

• Award• Award Funding Details• Award Funding Measures• Award Keyword Measures• Award Performance Measures• Award Project• Award Project Funding Measures• Fiscal Calendar• Institution



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• Keyword• Organization Credit• Organizations• Personnel• Primary Sponsor• Project• Project Contract Header Details• Project Contract Line Details• Terms and Conditions• Time

Projects - Performance ReportingReal Time

• Fiscal Calendar• Organizations• Project• Project Contract Header Details• Project Contract Line Details• Project Performance Measures• Resource• Resource Class• Resource Hierarchy• Task• Task Hierarchy

Predefined Analytics for Oracle Project PortfolioManagementYou can use the following predefined analyses and dashboards for your reporting needs. Based on your requirements,you can use these directly or copy and customize them.

Subject Area Title


• Project Billing Events• Project Billing - Invoiced Transactions

This analysis is also listed under the Project Billing - Invoices Real Time subject area.• Project Revenue - Recognized Transactions

This analysis is also listed under the Project Billing - Revenue Real Time subject area.


• Project Contract Lines• Project Contract List

These analyses are also listed under the Project Billing - Invoices Real Time and Project Billing -Revenue Real Time subject areas.


• Project Contract Lines



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Subject Area Title

This analysis is also listed under the Project Billing - Funding Real Time and ProjectBilling - Revenue Real Time subject areas.

• Project Contract List

This analysis is also listed under the Project Billing - Funding Real Time and ProjectBilling - Revenue Real Time subject areas.

• Project Billing - Invoiced Transactions

This analysis is also listed under the Project Billing - Event Real Time subject area.• Project Billing - Invoice Lines• Invoices by Status


• Project Revenue - Recognized Transactions

This analysis is also listed under the Project Billing - Event Real Time subject area.• Project Revenue - Contract Lines• Revenue by Contract• Project Income Statement

This analysis is also listed under the Project Costing - Actual Costs Real Time subjectarea.

• Project Contract Lines

This analysis is also listed under the Project Billing - Invoices Real Time and ProjectBilling - Funding Real Time subject areas.

• Project Contract List

This analysis is also listed under the Project Billing - Invoices Real Time and ProjectBilling - Funding Real Time subject areas.


• Budget vs Actual Cost Comparison

This analysis is also listed under the Project Costing - Actual Costs Real Time subjectarea.

• Project Tasks• Project List

Project Costing - Actual Costs RealTime

• Project Income Statement

This analysis is also listed under the Project Billing - Revenue Real Time subject area.• Budget vs Actual Cost Comparison

This analysis is also listed under the Project Control - Budgets Real Time subject area.• Project Cost Account Reconciliation• Project Cost by Transaction Source Details• Project Cost by Transaction Source• Project Expenditure Items

This analysis is also listed under the Project Costing - Commitments Real Time subjectarea.

• Project Capital Costs

This analysis is also listed under the Project Costing - Commitments Real Time subjectarea.

Project Costing - Assets Real Time

• Capital Expenditures• Uncapitalizable Cost for Capitalizable Tasks• Capital Asset Assignments• Capital Asset Lines• Capital Assets

Project Costing - Commitments RealTime

• Project Expenditure Items



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Subject Area Title

• Project Capital Costs

These analyses are also listed under the Project Costing - Actual Costs Real Time subject area.


• Change Orders by Participant Status• Change Orders by Reason• Change Order Details• Pending Change Orders Summary

Project Management - BaselineVersions Real Time

Baseline Trend Analysis

Project Management - Planning RealTime

• Tasks Scheduled Outside of Resource Assignment Dates

This analysis is also listed under the Project Management - Project Resources Real Timesubject area.

• Resource Allocation and Task Assignment Comparison by Week

This analysis is also listed under the Project Management - Planning Real Time subjectarea.

• Project Cost Variance• Planned and Actual Project Labor Comparison• Actual Project Labor Margin• Baseline Variance Analysis Report• Planned and Actual Dates Comparison Report

Project Management - Project IssuesReal Time

• Action Item Details• Closed Issue Analysis• Detail of Open Issues• Issue Analysis by Project• Issues Aging• Issues by Type• Issue Details• My Open Action Items• My Open Issues• Open Action Items by Project

Project Management - ProjectHierarchy Real Time

• Delegate Access Analysis• Owner Access Analysis• Remaining Project Hours• Total and Actual EPS Node Cost• Total Project Hours

Project Management - ProjectResources Real Time

• Tasks Scheduled Outside of Resource Assignment Dates


• Resource Allocation and Task Assignment Comparison by Week


• Placeholder Resources on My Projects



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Subject Area Title

• Resources Currently on My Projects

Project Management - Project WorkItems Real Time

• Deliverables Due in My Projects• Deliverables Not Started in My Projects• All Work Items in My Projects

Project Management - RequirementsReal Time

• Backlog Completeness Check Analysis• Backlog Item Sprint Velocity Analysis• Backlog Items Status Analysis• Project Hours by Backlog Item Analysis

Project Resource Management -Resource Management Real Time

• Projected Revenue Shortfall by Resource• Requested Resource Forecast Revenue Details• Project Resource Request Forecast Revenue• Resource Pool Projected and Actual Utilization by Resource• Resource Pool Actual Utilization by Resource and Month• Resource Capacity Planning by Project Role

Project Management - TaskManagement Real Time

• Project Work Coming Due• My Upcoming Tasks

Project Resource Management -Resource Pool Real Time

• Project Resource Assignment History by Resource Pool and Resource Report• Project Resource Request History by Resource Pool and Resource Report• Project Resource Request Resources by Project or Request Report

Projects - Cross Subject Area Analysis- Real Time

Actual Cost Analysis by Resource Type

Projects - Grants Management -Award Funding Real Time

• Award Project Funding Details• Award List

Assets

Project Capital Costs DashboardThe Project Capital Costs dashboard displays actual and committed costs for capital projects, including capitalizationdetails. This dashboard uses the Project Costing - Actual Costs Real Time and Project Costing - Commitment Real Timesubject areas.

The dashboard consists of the Project Capital Costs Analysis and you can drill down to the Project Expenditure ItemsAnalysis from the Project Capital Costs Analysis.



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Key InsightsThis dashboard answers the following business questions:

• What are the actual and committed costs incurred by my capital projects?

• How much of this cost is capitalizable?

• How much of this cost is already capitalized?

Frequently Asked QuestionsThe following table lists the frequently asked questions about this dashboard.

FAQ Answer

How do I find this dashboard?

Reports and Analytics - Shared Folders - Projects - Project Financials Sample Reports

Who uses this dashboard?

• Project Accountant• Project Manager

When do I use this dashboard?

When you need to know how much of the actual and committed costs for a capital project iscapitalizable and how much of these costs is already capitalized.

What can I do with this dashboard? You can:

• View the list of projects by:

◦ Project Business Unit

◦ Project Organization

◦ Project Status

• Drill down to the Project Expenditure Items analysis using the Total Cost column.

What type of dashboard is this?

Oracle Transactional Business Intelligence

DetailsThe following table lists the prompts and filters used in the dashboard.

Column Type Rules

Project Business Unit

Dashboard prompt

• Choice list• Select multiple values enabled• Default selection: All values

Project Organization

Dashboard prompt

• Choice list• Values limited by Project Business

Unit• Select multiple values enabled



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Column Type Rules

• Default selection: All values

Project Status

Dashboard prompt

• Choice list• Select multiple values enabled• Default selection specific value:

Approved

Enable Capitalization

Filter

Equals 'Y'

Template

Filter

Not 'Y'

The following table lists the views in the Project Capital Costs analysis.

View Displayed Information

View Name

Project Capital Costs

View Sections

None

Table Column and Measures

1. Project

a. Project Numberb. Currency Code

2. Total Cost3. Actual Cost4. Committed Costs

a. Purchase Requisitionb. Purchase Orderc. Supplier Invoice

5. Capitalization Details

a. Capitalizable Total Costb. Capitalizable Actual Costc. Capitalizable Committed Costd. Capitalized Cost

Capital Asset Assignments DashboardThe Capital Asset Assignments dashboard displays how your assets and asset costs are assigned to your projects andtasks. This dashboard uses the Project Costing - Assets Real Time subject area.

The dashboard consists of Capital Asset Assignments analysis.



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• What's the total cost of assets assigned at the project level?

• Which assets are assigned to a task?

• Which assets aren't assigned?


FAQ Answer


Reports and Analytics pane - Shared Folders - Projects - Project Financials Sample Reports


Project Accountant

When do I use this dashboard? When you need to:

• Review how assets are assigned to projects and tasks.• Group your assets by asset type and category.

What can I do with this dashboard? You can view:

• Assets grouped by

◦ Asset type

◦ Asset category

• Costs for these asset groups.



Details

The following table lists the prompts and filters used in the dashboard.

Column Type Rules

Project Number

Dashboard prompt

• Choice list• Required• Select multiple values enabled• Default selection SQL:

selectmin("Project"."Project



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Column Type Rules

Number") from "Project Costing -Assets Real Time"

Asset Category

Dashboard prompt

• Choice list• Select multiple values enabled

Task Number

Dashboard prompt

• Choice list• Select multiple values enabled• Values limited by All Prompts

Task Name

Dashboard prompt


Grouping Level Type

Dashboard prompt


The following table lists the views in the Capital Asset Assignment Report.


View Name

Capital Asset Assignments Report

View Sections

None


1. Project Number2. Project Name3. Asset Category4. Asset Type5. Grouping Level Type6. Asset Number7. Asset Name8. Asset Key9. Currency

10. Estimated Asset Units11. Actual Asset Units12. Estimated Asset Cost13. Asset Cost14. Asset Task - Task Number15. Asset Task - Task Name

Capital Asset Lines DashboardThe Capital Asset Lines dashboard displays the expenditure items and cost distributions that are allocated and assignedto an asset in a given period. This dashboard uses the Project Costing - Assets Real Time subject area.



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The dashboard consists of Capital Asset Lines analysis.


• Which asset lines contribute to my assets?

• What's the total capitalized cost of my assets?

• How's an expenditure item allocated across assets?

• Which cost distributions are included in an asset line?


FAQ Answer




Project Accountant


• Perform detailed analysis to determine which expenditure items and cost distributionlines are allocated and assigned to an asset in a given period.

• Review how expenditure items are grouped into asset lines.

What can I do with this dashboard? You can review and analyze:

• The asset lines that contribute to your total assets.• You total capitalized and CIP cost.



Details


Column Type Rules

Project Number

Dashboard prompt




53

Column Type Rules

select min("Project"."ProjectNumber") from "Project Costing -Assets Real Time"

Capital Event Number

Dashboard prompt


Transaction Number

Dashboard prompt


Asset Number

Dashboard prompt


Asset Line Number

Dashboard prompt


Accounting Period

Dashboard prompt

• Choice list• Required• Select multiple values enabled

The following table lists the views in the Capital Asset Lines Report.


View Name

Capital Asset Lines Report

View Sections

None


1. Asset Category2. Capital Event Number3. Asset Number4. Asset Name5. Asset Line Number6. Asset Line Task Number7. Asset Line Task Name8. Expenditure Organization9. Asset Period

10. Transaction Number11. Transaction Date12. Expenditure Type13. Distribution Line Number14. Currency15. Capitalized Cost16. CIP Cost



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Capital Assets DashboardThe Capital Assets dashboard displays the details of your capital assets. This dashboard uses the Project Costing -Assets Real Time subject area.

This dashboard consists of Capital Assets analysis.


• Which assets are built and placed in service?

• Which assets don't have a complete asset definition?

• What's the total cost of each asset?


FAQ Answer




Project Accountant


• Review the assets created for a project.• Ensure that all assets are defined and that the asset attributes are correct.

What can I do with this dashboard? You can review:

• Actual asset in-service date• Number of asset units• Total asset cost



Details

The following table lists the prompts and filters used in this dashboard.

Column Type Rules

Project Number Dashboard prompt • Choice list



55

Column Type Rules

• Required• Select multiple values enabled• Default selection SQL:


Task Number

Dashboard prompt


Task Name

Dashboard prompt


Asset Category

Dashboard prompt


The following table lists the views in the Capital Assets Report.


View Name

Capital Assets Report

View Sections

None


1. Asset Category2. Asset Type3. Asset Number4. Asset Key5. Asset Name6. Estimated In-Service Date7. Actual In-Service Date8. Asset Book9. Book Currency

10. Estimated Asset Units11. Actual Asset Units12. Currency13. Standard Unit Cost14. Estimated Asset Cost15. Total Asset Cost

Noncapitalized Cost for Capitalizable Tasks DashboardThe Noncapitalized Cost for Capitalizable Tasks dashboard displays the noncapitalizable cost for your capitalizableproject tasks. This dashboard uses the Project Costing - Assets Real Time subject area.



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The dashboard consists of the Noncapitalized Cost for Capitalizable Tasks analysis.


• What are the total costs for my capitalizable tasks?

• What percentage of my task costs is not capitalizable?


FAQ Answer




Project Accountant


• Review charges that are expensed for capitalizable tasks.• Ensure that costs are classified correctly and that expenses charged to the task are

appropriate.


• Total costs for your project tasks.• Percentage of total task costs that's not capitalizable.



Details


Column Type Rules

Project Number

Dashboard prompt



• Default value: Burd_2701Proj

Expenditure Organization Dashboard prompt • Choice list



57

Column Type Rules

• Select multiple values enabled

Project Accounting Period

Dashboard prompt


Project Name

Filter

Prompted

The following table lists the views in the Noncapitalized Cost for Capitalizable Tasks Report.


View Name

Noncapitalized Cost for Capitalizable Tasks Report

View Sections

None


1. Transaction Date2. Expenditure Organization3. Task Manager4. Expenditure Task Number5. Expenditure Task Name6. Transaction Number7. Expenditure Type8. Currency9. Expense Cost

10. Total Task Cost11. Percent of Total Cost

Capital Expenditures DashboardThe Capital Expenditures dashboard displays the capital expenditure items for your assets. This dashboard uses theProject Costing - Assets Real Time subject area.

The dashboard consists of the Capital Expenditures analysis.


• What's the total capitalized cost of my assets?

• How's an expenditure item allocated across assets?

• Which cost distributions are included in an asset line?

• Which assets are assigned to a task?



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• Which assets aren't assigned?


FAQ Answer




Project Manager


• View and understand where expenditures are in the capitalization process.• Identify activities that must be performed or issues that must be addressed.

What can I do with this dashboard? You can review the following for your assets:

• Ungrouped cost• Unassigned cost• Assigned cost• Transferred cost• Capitalized cost



Details


Column Type Rules

Project Name

Filter

Prompted

Project Number

Dashboard prompt

• Choice list• Required• Select multiple values enabled• Default selection SQL


Task Number

Dashboard prompt


Task Name Dashboard prompt • Choice list



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Column Type Rules


Project Accounting Period Name

Dashboard prompt


The following table lists the views in the Capital Expenditures Report.


View Name

Capital Expenditures Report

View Sections

None


1. Expenditure Task Number2. Expenditure Task Name3. Expenditure Type4. Transaction Number5. Distribution Line Number6. Capital Event Number7. Asset Line Number8. Asset Period9. Asset Number

10. Currency11. Ungrouped Cost12. Unassigned Cost13. Assigned Cost14. Transferred Cost15. Capitalized Cost

CIP Account DashboardThe CIP Account dashboard displays capitalizable costs by the construction-in-process account. You can use thisdashboard to reconcile costs with the general ledger. This dashboard uses the Project Costing - Assets Real Timesubject area.

The dashboard consists of the CIP Account Analysis.

Key InsightsThe dashboard answers the following business questions:

• Do the capitalizable costs in Oracle Fusion Project Costing reconcile with the account balances in the generalledger?

• What are the CIP assets assigned to a project?



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• What's the total cost of the CIP assets?


FAQ Answer


Report and Analytics pane - Shared Folders - Projects - Project Financial Sample Reports


Project Accountant


When you need to view the details of the construction-in-process assets.


• View all project costs charged to a CIP account.• Reconcile CIP balances with the general ledger.• Investigate discrepancies within a CIP account.• Provide supporting documentation of CIP accounts to internal and external auditors.




Column Type Rules

Expenditure Business Unit

Dashboard prompt

• Choice list• Select multiple values enabled• Default selection SQL:

SELECT MIN("ExpenditureItem"."Expenditure Business UnitName") FROM "Project Costing -Assets Real Time" FETCH FIRST65001 ROWS ONLY

Project Number

Dashboard prompt


CIP Account

Dashboard prompt


CIP Company

Dashboard prompt


CIP Cost Center Dashboard prompt • Choice list



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Column Type Rules


CIP Natural Account

Dashboard prompt


Accounting Period

Dashboard prompt


SELECT MAX("ProjectsCalendar"."Project Period")FROM"Project Costing - Assets Real Time"FETCH FIRST 65001 ROWS ONLY

The following table lists the views in the CIP Account Analysis.


View Name

CIP Account Analysis

View Sections

None


1. CIP Balancing Segment2. CIP Cost Center3. CIP Natural Account4. CIP Account5. Legal Entity6. Project Name7. Project Number8. Task Number9. Task Name

10. Transaction Number11. Transaction Date12. Cost Distribution Line13. Asset Number14. Currency15. Cost

Project Costing - Assets Real Time MeasuresThis topic provides an overview of the measures available in the Project Costing - Assets Real Time subject area. Themeasures are populated when accounting currency is set as the preferred currency in Oracle Transactional BusinessIntelligence.



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Cost Distribution Line MeasuresThe following measures appear in the ledger currency. Similar measures are available for the transaction currency.

Measure Description

Cost

Raw cost if raw cost is capitalized. Total burdened cost if burdened cost is capitalized.

Raw Cost

Raw cost of the cost distribution.

Burden Cost

Burden cost of the cost distribution.

Noncapitalizable Cost

Raw cost if the expenditure item is noncapitalizable and raw cost is capitalized. Total burdenedcost if the expenditure item is noncapitalizable and burdened cost is capitalized.

Capitalizable Cost

Raw cost if the expenditure item is capitalizable and raw cost is capitalized. Total burdened costif the expenditure item is capitalizable and burdened cost is capitalized.

Common Capitalizable Cost

Capitalizable cost that's charged to a task or project where the asset grouping level type isCommon Costs.

Ungrouped Capitalizable Cost

Capitalizable cost that's not grouped into an asset line. The total noncapitalized or CIP amountof a cost distribution line is the sum of the cost distribution Ungrouped Capitalizable Cost andthe asset line Grouped CIP Cost.

Asset Line MeasuresThe following measures appear in the ledger currency. Measures are available for both rounded and unrounded costs.The rounded amounts are rounded to 2 decimal places.

Measure Description

Original Asset Cost

Cost of the asset line before it's split.

Grouped Cost

Current cost of the asset line after it's split. This measure includes CIP and capitalized costs.

Grouped CIP Cost

Current cost of the asset line that's not capitalized in Oracle Fusion Assets. This measureincludes amounts that are transferred to Oracle Fusion Assets but aren't capitalized. Thetotal CIP amount of a cost distribution line is the sum of the cost distribution UngroupedCapitalizable Cost and the asset line Grouped CIP Cost.

Unassigned CIP Cost

Current cost of a common cost asset line that's not allocated to an asset.



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Measure Description

Assigned CIP Cost

Current cost of the asset line that's assigned to an asset but not transferred to Oracle FusionAssets.

Transferred CIP Cost

Current cost of the asset line that's transferred to Oracle Fusion Assets but not capitalized.

Rejected CIP Cost

Current cost of the asset line that was transferred to Oracle Fusion Assets but rejected.

Capitalized Cost

Current cost of the asset line that's transferred and capitalized in Oracle Fusion Assets.

Project Billing

Invoices by Status DashboardThe Invoices by Status dashboard displays invoices for the selected billing type, accounting period, and invoice status.Results are ordered by invoice date, contract number, and invoice number. This dashboard uses the Project Billing -Invoices Real Time subject area.

This dashboard consists of the Invoices by Status analysis. You can drill down to the Invoice by Invoice Lines andInvoiced Transactions analyses from the Invoices by Status analysis.


• Which invoices need attention?

• What are the invoice line details for a particular invoice?

• Which transactions are included in the invoice?


FAQ Answer




• Grants Accountant• Project Billing Specialist


When there is an invoice that needs attention.



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FAQ Answer


• View invoices in this dashboard by:

◦ Accounting Period

◦ Billing Type

◦ Invoice Status

• Drill down to the:

◦ Project Billing - Invoice Lines analysis using the Invoice Amount column.

◦ Project Billing - Invoiced Transactions analysis using the Invoice Amount column.




Column Type Rules

Contract Business Unit

Dashboard prompt


Billing Type

Dashboard prompt


Accounting Period

Dashboard prompt

• Choice list• Values limited by All Prompts• Select multiple values enabled• Default selection: All values

Invoice Status

Dashboard prompt


The following table lists the views in the Invoices by Status analysis.


View Name

Invoices by Status



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View Sections

None


1. Contract Business Unit2. Invoice Date3. Contract Number4. Invoice Number5. Invoice Status6. Oracle Fusion Receivables Invoice Number7. Bill-to Customer8. Invoice Type9. Credit Invoice Number

10. Invoice Amount11. Currency code

Project Billing Events DashboardThe Project Billing Events dashboard displays the project contract billing events at an individual transaction level. Thisdashboard uses the Project Billing - Event Real Time subject area.

The dashboard consists of the Project Billing Events analysis and you can drill down to the following analyses from theProject Billing Events analysis.

• Project Billing - Invoiced Transactions Analysis



• Which are the billing events for a project or contract and contract line?

• Which billing events are missing an event completion date?


FAQ Answer




Project Manager


When you need to know the details of the billing events for a project or contract.



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FAQ Answer


• View the billing event details for different invoice and revenue statuses.• View the billing details based on the billing event completion date.• Drill down to the Project Billing - Invoiced Transactions Analysis using the Invoiced

Amount column.• Drill down to the Project Revenue - Recognized Transactions Analysis using the

Recognized Amount column.




Column Type Rules

Business Unit

Dashboard prompt


Event Usage

Dashboard prompt

• Choice list• Default selection: Custom Values

Invoice Status

Dashboard prompt


Revenue Status

Dashboard prompt


Completion Date On or Before

Dashboard prompt

• Calendar• Default selection SQL Results:

SELECT MAX("EventDetails"."Completion Date") FROM"Project Billing - Event Real Time"

The following table lists the views in the Project Billing Events Analysis.


View Name

Project Billing Events Analysis

View Sections None



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1. Contract Number2. Contract Line Number3. Project Number4. Task Number5. Use for Invoices6. Use for Revenue7. Revenue Status8. Event Type9. Event Completion Date

10. Event Amount11. Contract Currency12. Invoiced Amount13. Unbilled Amount14. Recognized Amount15. Unrecognized Amount

Project Contracts

Project Contract List DashboardThe Project Contract List dashboard displays project contracts and contract status for a business unit grouped bycustomer. This dashboard uses the Project Billing - Funding Real Time, Project Billing - Invoices Real Time, and ProjectBilling - Revenue Real Time subject areas.

The dashboard consists of the Project Contract List analysis and you can drill down to the Project Contract Lines fromthe Project Contract List analysis.


• Which project contracts are active for a business unit?

• Which projects are linked to these contracts?

• What is the total amount of consumed and remaining contract funds?

• Who are the contracted customers for a business unit?


FAQ Answer

How do I find this dashboard? Reports and Analytics - Shared Folders - Projects - Project Financials Sample Reports



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FAQ Answer


• Contract Administrator• Grants Accountant• Project Accountant• Project Billing Specialist• Project Team Member


When you need to view the transactions that contribute to contract funds consumption andthe contract line amounts that are invoiced and recognized for revenue.


• View contracts in this analysis by:

◦ Contract Business Unit

◦ Contract Status

• Drill down to the Project Contract Lines analysis using the Contract Number column.

What type of report is dashboard?



Column Type Rules

Contract Business Unit

Dashboard prompt

• Choice list• Default selection SQL:

SELECT MIN("- Contract BusinessUnit"."Contract Business UnitName") FROM "Project Billing -Funding Real Time"

Contract Status

Dashboard prompt

• Choice list• Default selection specific value:

ACTIVE

The following table lists the views in the Project Contracts analysis.


View Name

Project Contracts

View Sections None



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1. Contract Customer Account Name2. Contract Business Unit3. Contract Status4. Contract Number5. Contract Start Date6. Contract End Date7. Project Number8. Contract Header Currency Code9. Contract Amount in Contract Currency

10. Revenue in Contract Currency11. Revenue Amount Remaining12. Invoiced Amount in Contract Currency13. Contracts Funds Available for Invoicing

Project Costs

Actual Cost Analysis by Resource Type DashboardThe Actual Cost Analysis by Resource Type dashboard displays the budget and actual costs for projects for a particularresource type. For example, the dashboard displays the actual and budget costs for various resource types such asresource, job name, event type, expenditure type, and item name. This dashboard uses the Projects - Cross Subject AreaAnalysis - Real Time subject area.

The dashboard consists of the Actual Cost Analysis by Resource Type analysis.

Key InsightsThis dashboard answers the following business question:

• What are the budget and actual costs for projects for selected resource type?


FAQ Answer


Reports and Analytics pane - Shared Folders - Projects - Project Financial Sample Reports


Project Manager


When you need to view the variance between the actual and budget costs for projects for aparticular resource type.



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FAQ Answer

What can I do with this dashboard?

You can drill down to the Actual Cost Analysis by Resource Type Drill in analysis using theActual Cost column.



Details


Column Type Rules

Organization

Dashboard prompt

• Choice list• Required• Select multiple values enabled• Default Selection: SQL Results

SELECT "- Business Unit"."BusinessUnit Name" FROM "Projects - CrossSubject Area Analysis - Real Time"FETCH FIRST 1 ROWS ONLY

Project Name

Dashboard prompt

• Choice list• Required• Select multiple values enabled• Default Selection: SQL Results

SELECT MIN("Project"."ProjectName" )FROM "Projects - CrossSubject Area Analysis - Real Time"FETCH FIRST 65001 ROWS ONLY

The following table lists the views in the Actual Cost Analysis by Resource Type analysis.


View Name

Actual Cost Analysis by Resource Type

View Sections

• Graph• Table• Resource Type Column Selector


1. Budget Cost2. Actual Cost3. Variance4. Resource Type



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Project Cost by Transaction Source DashboardThe Project Cost by Transaction Source dashboard displays project cost transactions grouped by transaction source.This dashboard uses the Project Costing - Actual Costs Real Time subject area.

The dashboard consists of the Project Cost by Transaction Source analysis and you can drill down to the Project CostTransaction Source Details analysis from the Project Cost by Transaction Source analysis.


• How much does each transaction source contribute to project costs?


FAQ Answer




• Grants Accountant• Project Accountant


When you need to determine the contribution of each transaction source to the project cost.


• View project cost transactions by:

◦ Expenditure Category

◦ Expenditure Item Dates

◦ Project Business Unit

◦ Project Name

◦ Transaction Source

• Drill down to the Project Cost by Transaction Source Details analysis using the Costcolumn.





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Column Type Rules


Dashboard prompt


Project Number

Dashboard prompt


Transaction Source

Dashboard prompt


Expenditure Category

Dashboard prompt


Expenditure Item Date

Dashboard prompt

Is between calendar

The following table lists the views in the Project Cost by Transaction Source analysis.


View Name

Project Cost by Transaction Source

View Type

Pivot table

Pivot Column

Transaction Source


1. Project Business Unit2. Project Name3. Project Currency4. Cost

Project Cost Account Reconciliation DashboardThe Project Cost Account Reconciliation dashboard displays the expenditure items that are posted to the selected GLaccounts. This dashboard helps to reconcile account balance discrepancies between Oracle Fusion General Ledger andOracle Fusion Project Costing. This dashboard uses the Project Costing - Actual Costs Real Time subject area.



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The dashboard consists of the Project Cost Account Reconciliation analysis.


• How can I view project cost reconciliation with GL accounts and investigate reconciliation issues?


FAQ Answer






When account balance discrepancies exist between General Ledger and Project Costing.

What can I do with this dashboard? You can view specific or financially material transactions by:

• Account• Accounting Class• Accounting Period• Event Class• Ledger Name• Project Number• Range of Debit Amount• Range of Credit Amount• Task Number• Transaction Number




Column Type Rules

Ledger Name

Dashboard prompt

• Choice list• Required• Default selection SQL:



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Column Type Rules

SELECT MIN("Ledger"."LedgerName") FROM "Project Costing -Actual Costs Real Time"

Accounting Period

Dashboard prompt

• Choice list• Required• Values limited by Ledger Name

Account

Dashboard prompt

• Choice list• Select multiple values enabled• Values limited by Ledger Name

Accounting Class

Dashboard prompt


Event Class

Dashboard prompt


Project Number

Dashboard prompt


Task Number

Dashboard prompt

• Choice list• Select multiple values enabled• Values limited by Project Number

Transaction Number

Dashboard prompt

• Choice list• Select multiple values enabled• Values limited by Task Number

Debit Amount

Dashboard prompt

Is between text field

Credit Amount

Dashboard prompt

Is between text field

The following table lists the views in the Project Cost Account Reconciliation analysis.


View Name

Project Cost Account Reconciliation

View Sections

None


1. Ledger2. Accounting Period



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3. Account4. Event Class5. Accounting Class6. Project Number7. Task Number8. Transaction Number9. Distribution Line Number

10. Ledger Currency11. Debit Amount12. Credit Amount

Project Definition

Project List DashboardThe Project List dashboard displays the projects for a business unit and organization. This dashboard uses the ProjectControl - Budgets Real Time subject area.

The dashboard consists of the Project List analysis.


• Which projects are under a business unit and what are the statuses of these projects?

• What are the associated tasks for a project?


FAQ Answer




Project Administrator


When you need to review projects under a business unit and tasks for a project.

What can I do with this dashboard? You can view projects and project statuses by:

• Project Business Unit• Project Organization



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FAQ Answer

• Project Status




Column Type Rules


Dashboard prompt



Dashboard prompt


Unit• Select multiple values enabled• Default selection: All values

Project Status

Dashboard prompt


The following table lists the views in the Project List analysis.


View Name

Project List

View Sections

None


1. Project Number2. Project Name3. Project Status4. Project Manager5. Project Type6. Project Start Date7. Project Finish Date



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Project Task List DashboardThe Project Task List dashboard displays the list of tasks for projects. This dashboard uses the Project Control - BudgetsReal Time subject area.

The dashboard consists of the Project Task List analysis.


• Which tasks are associated to a project?


FAQ Answer


Reports and Analytics pane - Shared Folders - Projects - Project Financials Sample Reports -Project List




When you need to review the tasks for a project.


Review project tasks and task dates.




Column Type Rules


Dashboard prompt



Dashboard prompt


Unit• Select multiple values enabled



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Column Type Rules


Project Status

Dashboard prompt


Project Number

Dashboard prompt


The following table lists the views in the Project Task List analysis.


View Name

Project Task List

View Sections

None


1. Project Number2. Task Number3. Task Name4. Task Description5. Planned Start Date6. Planned Finish Date7. Actual Start Date8. Actual Finish Date9. Estimated Finish Date

Project Performance

Budget Versus Actual Cost Comparison DashboardThe Budget vs Actual Cost Comparison dashboard displays the comparison of budget and actual costs to analyzevariances. Results are grouped by business unit and currency. This dashboard uses the Project Costing - Actual CostsReal Time and Project Control - Budgets Real Time subject areas.

The dashboard consists of the Budget vs Actual Cost Comparison analysis.


• How do my actual costs compare to my budget costs?



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FAQ Answer




Project Manager


When you need to compare the budget and actual costs of a project.

What can I do with this dashboard? You can view the list of projects by:

• Project Business Unit• Project Manager




Column Type Rules


Dashboard prompt


SELECT MIN("Project"."ProjectBusiness Unit") FROM "ProjectCosting - Actual Costs Real Time"

Project Manager

Dashboard prompt


Unit• Select multiple values enabled• Default selection: All values

The following table lists the views in the Budget vs Actual Cost Comparison by Business Unit analysis.


View Name Budget vs Actual Cost Comparison by Business Unit



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View Sections

• Project Business Unit• Currency


1. Project Manager2. Project Number3. Budget Cost4. Actual Cost5. Variance

Project Income Statement DashboardThe Project Income Statement dashboard displays the comparison of revenue and costs to calculate the net incomeor loss for a project. The result groups revenue by revenue category and expenses by expenditure category. Thisdashboard uses the Project Billing - Revenue Real Time and Project Costing - Actual Costs Real Time subject areas.

The dashboard consists of the Project Income Statement analysis.


• Is my project profitable?

• Can I view my project expense and revenue grouped by expense and revenue categories?


FAQ Answer




Project Manager


When you need to determine if a project is making profit or incurring loss.


• Review project expenses and revenue by expense and revenue categories• Gain insight into the consolidated financial picture of your project.• View income statements by project number

What type of dashboard is this? Oracle Transactional Business Intelligence



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FAQ Answer


Column Type Rules

Project Number

Dashboard prompt

• Choice list• Required• Default selection SQL:

SELECT MIN("Project"."ProjectNumber") FROM "Project Billing -Revenue Real Time"

The following table lists the views in the Project Income Statement analysis.


View Name

Project Income Statement

View Sections

• Revenue and Expense• Net Income• Currency Note


1. Revenue and Expense

a. Categoryb. Amount

2. Net Income

a. Net Income/Loss3. Currency Note

a. Currency Type

Project Revenue

Revenue by Contract DashboardThe Revenue by Contract dashboard displays actual revenue for contracts for a specified billing type, contract businessunit, and accounting year ordered by contract number. This dashboard uses the Project Billing - Revenue Real Timesubject area.



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The dashboard consists of the Revenue by Contract analysis and you can drill down to the following analyses from theRevenue by Contract analysis.


• Project Revenue - Contract Lines


• Which contracts have actual revenue in the current accounting year?

• Which contracts have the lowest actual revenue in the current accounting period?

• What is the actual revenue trend for accounting periods in the selected accounting year?


FAQ Answer




• Grants Accountant• Project Accountant• Project Manager• Project Team Member


When you need to view contracts listed by their actual revenue values.


• View contracts in this analysis by:

◦ Accounting Year

◦ Billing Type

◦ Business Unit


◦ Project Revenue - Recognized Transactions analysis using the Revenue in LedgerCurrency column.

◦ Project Revenue - Contract Lines analysis using the Revenue in Ledger Currencycolumn.





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Column Type Rules

Business Unit

Dashboard prompt

• Choice list• Required• Select multiple values enabled• Default selection: All values

Accounting Year

Dashboard prompt

• Choice list• Required• Select multiple values enabled• Default selection server variable:

NQ_SESSION.CURRENT_FSCL_YEAR

Billing Type

Dashboard prompt

• Choice list• Required• Select multiple values enabled• Default selection: All values

The following table lists the views in the Revenue by Contract analysis.


View Name

Revenue by Contract

View Sections

None


1. Contract Business Unit2. Billing Type3. Contract Number4. Contract Name5. Contract Status6. Contract Start Date7. Contract End Date8. Last Recognized Date9. Revenue in Ledger Currency

10. Ledger Currency11. Accounting Period12. Accounting Year

Grants Management



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Award List DashboardThe Award List dashboard displays the list of open awards ordered by contract statuses. This dashboard also lists theawards funded by federal sponsors and awards enabled for cost sharing. This dashboard uses the Projects - GrantsManagement - Award Funding Real Time subject area.

The dashboard consists of the Award List analysis and you can drill down to Award Project Funding Details from theAward List analysis.


• Which awards are currently active?

• Which awards are past their end dates but haven't been closed?

• What is the allocated funding amount for each project of an active award?


FAQ Answer




• Grants Administrator• Principal Investigator


When you need to review award statuses and project funding details for active awards.


• View awards in this analysis by:

◦ Award Status

◦ Award Organization

◦ Cost Sharing

◦ Federal Sponsor

• Drill down into the Award Project Funding Details analysis using the Award Numbercolumn.



Details



85


Column Type Rules

Award Status

Dashboard prompt

• Choice list• Select multiple values enabled• Default selection specific values:

Active, Under amendment, Expired

Award Organization

Dashboard prompt

• Choice list• Values limited by Award Status• Select multiple values enabled• Default selection: All values

Federal Sponsor

Dashboard prompt


SELECT "Primary Sponsor"."FederalSponsor" FROM "Projects - GrantsManagement - Award FundingReal Time" WHERE "PrimarySponsor"."Federal Sponsor"!='NULL' FETCH FIRST 65001 ROWSONLY

Cost Sharing

Dashboard prompt


SELECT "Award"."Cost Shared byInternal Source" FROM "Projects- Grants Management - AwardFunding Real Time" WHERE"Award"."Cost Shared by InternalSource"!='NULL' FETCH FIRST65001 ROWS ONLY

The following table lists the views for the Award List analysis.


View Name

Award List

View Sections

None


1. Award Number2. Sponsor Award Number3. Principal Investigator4. Award Status5. Award Owning Organization6. Sponsor Name7. Federal Sponsor



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8. Award Start Date9. Award End Date

10. Cost Sharing11. Allocated Funding Amount12. Unallocated Funding Amount13. Total Funding Amount14. Award Ledger Currency

Award Administrator DashboardGrants administrators can review award summary and award financial analyses on the Award Administrator dashboard.You can modify the set of reporting and analysis object to meet your requirements. This dashboard uses the Projects -Grants Management - Award Funding Real Time and Projects - Cross Subject Area Analysis Real Time subject areas.

The dashboard consists of the award summary and award financials analyses.


• Which awards are currently active and which have expired?

• Which awards are past their end dates, but still open?

• What's the allocated and unallocated funding amount for each project of an active award?

• What's the total cost of all awards?

• How many overspent or underspent projects exist?


FAQ Answer


Reports and Analytics - Shared Folders - Projects - Dashboards


Grants Administrator


When you need to review award statuses and project funding details for an award project.


• Review award statuses to understand which awards are currently active and which haveexpired or nearing expiry.

• View the total unallocated and unbudgeted funding amount for awards.• Gain insight into the total cost and percentage of cost budget spent on award projects.



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FAQ Answer

• Review overspent and underspent award project budgets.



Details


Column Type Rules

Accounting Year

Dashboard prompt


Fiscal Quarter

Dashboard prompt


Accounting Period Name

Dashboard prompt


Award Business Unit Name

Dashboard prompt


Award Name

Dashboard prompt


Award Type

Dashboard prompt


Award Owning Organization

Dashboard prompt


Principal Investigator

Dashboard prompt


Sponsor

Dashboard prompt




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Column Type Rules


Keyword Name

Dashboard prompt


The following table lists the views for the Award Administrator analysis.


View Name

Award Administrator

View Sections

• Award Summary• Award Financials

Graphs and Measures

1. Award Summary Measures and Graphs

◦ Award Started Within 60 Days

◦ Draft Awards in Next 7 Days

◦ Award Expiring

◦ Award Certification Expiring

◦ Unallocated Funding Amount

◦ Unbudgeted Amount

◦ Active Award Contribution Report

◦ Active Award Total Unallocated Funding

◦ Active Award Trend

◦ Active Award Direct Vs Indirect Amount Comparison

2. Award Financials Measures and Graphs

◦ Project Cost

◦ Percentage Cost Budget Spent

◦ Overspent Projects

◦ Underspent Projects

◦ Expenditure by Sponsor and Expenditure Category

◦ Cost Trend

◦ Top 10 Active Award by Budget

◦ Top 10 Overspent Projects

◦ Indirect Cost Recovery



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Change Orders

Change Orders Summary DashboardThe Change Orders Summary dashboard displays the summary of change orders that are pending for impactassessments, reviews, approvals, and implementations, grouped by project. This dashboard uses the ProjectManagement - Change Management Real Time subject area.

The dashboard consists of Change Order Summary Report and you can drill down to the following analyses from theChange Order Summary Report.

• Change Order Details by Pending Approval Report

• Change Order Details by Pending Impact Assessment Report

• Change Order Details by Pending Implementation Report

• Change Order Details by Pending Review Report

• Change Order Details Report

• Change Orders by Participant Status Report


• What's the number of pending change orders grouped by various stages?

• What's the total number of pending change orders?


FAQ Answer


Reports and Analytics - Shared Folders - Projects - Project Execution Sample Reports


• Project Manager• Change Order Owner


When you want to get a summary of pending change orders for your projects or change ordersyou own.


• View change orders by project name.• Drill down to the:

◦ Change Order Details analysis from the Project Name column.

◦ Change Orders by Participant Status analysis from the Owner column of theChange Order Details analysis.



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FAQ Answer

◦ Change Order Details by Pending Impact Assessment from the Pending ImpactAssessment column.

◦ Change Order Details by Pending Approval from the Pending Approval column.

◦ Change Order Details by Pending Implementation from the PendingImplementation column.

◦ Change Order Details by Pending Review from the Pending Review column.



Details


Column Type Rules

Project Name

Dashboard prompt


Change Order Priority

Dashboard prompt


Change Order Reason

Dashboard prompt


Change Order Owner

Dashboard prompt


The following table lists the views in the Change Orders Summary analysis.


View Name

Change Orders Summary

View Sections

None


1. Project

a. Project Name2. Change Orders

a. Number of Pending Change Orders



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3. Number of Pending Change Orders

a. Pending Impact Assessmentb. Pending Reviewc. Pending Approvald. Pending Implementation

Change Orders by Reason DashboardThe Change Orders by Reason dashboard displays the change orders grouped by reason in form of pivot table and piechart. This dashboard uses the Project Management - Change Management Real Time subject area.

The dashboard consists of Change Order by Reason Report and you can drill down to the following analyses from theChange Orders by Reason Report.


• Change Order Details Report


• What are the reasons for change orders?

• What's the count of change orders for a given reason?


FAQ Answer






When you want to know the reasons of the change orders for your projects or change ordersthat you own.

What can I do with this dashboard? You can

• View change orders by project name.• Drill down to the view Change Order Details and Change Order by Participant Status

analysis.

◦ Change Order Details analysis by using the Reason Name column.



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FAQ Answer

◦ Change Orders by Participant Status analysis by using the Owner column in theChange Order Details analysis.



Details


Column Type Rules

Project Name

Dashboard prompt



Dashboard prompt


Change Order Owner

Dashboard prompt


Change Order Status

Dashboard prompt

• Choice list• Select multiple values enabled• Values limited by All Prompts• Default selection SQL:

SELECT "Change OrderStatus"."Change OrderStatus Name" FROM "ProjectManagement - ChangeManagement Real Time"WHERE "Change OrderStatus"."Change Order StatusCode" IN ('IN_PROGRESS','APPROVED') FETCH FIRST 65001ROWS ONLY

Change Order Stage

Dashboard prompt


SELECT "Change OrderStage"."Change Order StageName" FROM "ProjectManagement - ChangeManagement Real Time" WHERE"Change Order Stage"."ChangeOrder Stage Code" IN



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Column Type Rules

('APPROVAL','IMPACT_ANALYSIS','IMPLEMENTATION','REVIEW')FETCH FIRST 65001 ROWS ONLY

The following table lists the views in the Change Order by Reason analysis.


View Name

Change Orders By Reason

View Sections

• Pivot table• Graph


1. Project Name2. Change Order Reason Name

Change Order Details DashboardThe Change Order Details dashboard displays the change order details and impact assessments by project. Thisdashboard uses the Project Management - Change Management Real Time subject area.

The dashboard consists of Change Order Details Report and you can drill down to the following analysis from theChange Order Details Report.



• What's the effort required to process the change order?

• What's the estimated cost and revenue for the change order?

• What's the current stage and status of the change order?


FAQ Answer







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FAQ Answer


When you want to know the details and impact assessments of the change orders for yourprojects or change orders you own.


• View change orders by:

◦ Project Name

◦ Change Order Priority

◦ Change Order Owner

• View total number of change orders for a project.• Drill down to the Change Order by Participant Status analysis using the Change Order

Owner column.



Details


Column Type Rules

Project Name

Dashboard prompt



Dashboard prompt


Change Order Reason

Dashboard prompt


Change Order Owner

Dashboard prompt


Change Order Status

Dashboard prompt


SELECT "Change OrderStatus"."Change OrderStatus Name" FROM "ProjectManagement - ChangeManagement Real Time"



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Column Type Rules

WHERE "Change OrderStatus"."Change Order StatusCode" IN ('IN_PROGRESS','APPROVED') FETCH FIRST 65001ROWS ONLY

Change Order Stage

Dashboard prompt


SELECT "Change OrderStage"."Change Order StageName" FROM "ProjectManagement - ChangeManagement Real Time" WHERE"Change Order Stage"."ChangeOrder Stage Code" IN('APPROVAL','IMPACT_ANALYSIS','IMPLEMENTATION','REVIEW')FETCH FIRST 65001 ROWS ONLY

The following table lists the views in the Change Order Details analysis.


View Name

Change Order Details

View Sections

None


1. Project Name2. Change Order Owner3. Change Order Priority4. Change Order Name5. Change Order Reason6. Change Order Status7. Change Order Stage8. Currency9. Effort in Hours

10. Estimated Cost11. Estimated Revenue12. Contract Amount

Change Orders by Participant Status DashboardThe Change Orders by Participant Status dashboard displays the change order details by participant statuses. Thisdashboard uses the Project Management - Change Management Real Time subject area.

The dashboard consists of Change Orders by Participant Status Report.



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• What's the current stage and status of the change order?

• What are the various participant statuses for the change order?


FAQ Answer




• Project Manager• Change Order Owner• Change Order Participant

When do I use this dashboard? When you want to review the details of pending change orders for:

• Your projects or the change orders that you own.• Which you are a participant.

What can I do with this dashboard? You can view the participant details by:

• Project Name• Change Order Priority



Details


Column Type Rules

Project Name

Dashboard prompt



Dashboard prompt


Change Order Reason

Dashboard prompt




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Column Type Rules

• Values limited by All Prompts

Change Order Owner

Dashboard prompt


Change Order Status

Dashboard prompt


SELECT "Change OrderStatus"."Change OrderStatus Name" FROM "ProjectManagement - ChangeManagement Real Time"WHERE "Change OrderStatus"."Change Order StatusCode" IN ('IN_PROGRESS','APPROVED') FETCH FIRST 65001ROWS ONLY

Change Order Stage

Dashboard prompt


SELECT "Change OrderStage"."Change Order StageName" FROM "ProjectManagement - ChangeManagement Real Time" WHERE"Change Order Stage"."ChangeOrder Stage Code" IN('APPROVAL','IMPACT_ANALYSIS','IMPLEMENTATION','REVIEW')FETCH FIRST 65001 ROWS ONLY

Participant

Dashboard prompt


The following table lists the views in the Change Orders by Participant Status analysis.


View Name

Change Orders By Participant Status

View Sections

None


1. Project Name2. Change Order Owner3. Change Order Priority4. Change Order Name



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5. Change Order Status6. Change Order Stage7. Participant Name8. Assessor Status9. Reviewer Status

10. Approver Status11. Implementor Status

Project Hierarchy

EPS Element by Delegate DashboardThe EPS Element by Delegate dashboard displays the projects grouped in an EPS element. You can also view the projectstart and finish dates, and project managers for such projects. This dashboard uses the Project Management-ProjectHierarchy Real Time subject area.

The dashboard consists of EPS Element by Delegate Analysis.


• Which projects are under an EPS element?

• Who is the Delegate assigned to the EPS element?

• What are the projects assigned to a project manager?


FAQ Answer


Reports and Analytics pane - Shared Folders - Projects - Project Execution Sample Reports


Project Application Administrator and Project Executive


When you need to review which projects are grouped under an EPS element, their start andfinish dates, and the Project Managers of individual projects.


Review the labor resources of a project.


Oracle Transactional Business Intelligence.



99

Details


Column Type Rules

Delegate Name

Dashboard prompt


Project Name

Dashboard prompt


SELECT "Project ResourceManagement - ResourceManagement RealTime"."Project"."Project Name"s_1 FROM "Project ResourceManagement - ResourceManagement Real Time" WHERE(("Project Resource Request"."TotalRequests" >= 0) OR ("ProjectResource Request"."Total Requests"IS NULL)) ORDER BY 1 ASC NULLSLAST FETCH FIRST 75001 ROWS

Project Manager

Dashboard prompt

• Choice list• Select multiple views enabled• Default selection SQL:

SELECT "Project ResourceManagement - ResourceManagement RealTime"."Project"."Primary ProjectManager" s_1 FROM "ProjectResource Management - ResourceManagement Real Time" WHERE(("Project Resource Request"."TotalRequests" >= 0) OR ("ProjectResource Request"."Total Requests"IS NULL)) ORDER BY 1 ASC NULLSLAST FETCH FIRST 75001 ROWSONLY

Project Start Date

Dashboard prompt

• Calendar• Is greater than or equal to• Default selection SQLSELECT

MIN("- Project Start Date"."ProjectStart Date") FROM "ProjectManagement - Project HierarchyReal Time" FETCH FIRST 1 ROWSONLY

Project End Date

Dashboard prompt

• Calendar• Is less than or equal to• Default selection SQL:

SELECT MAX("- Project EndDate"."Project End Date") FROM



100

Column Type Rules

"Project Management - ProjectHierarchy Real Time" FETCH FIRST1 ROWS ONLY

The following table lists the views in the EPS Element by Delegate Analysis.


View Name

EPS Element by Delegate Analysis

View Sections

None


1. Delegate2. EPS Element Name3. Project Name4. Project Manager

EPS Element by Owner DashboardThe EPS Element by Owner dashboard lists the projects overseen by an EPS element owner, the start and end dates forprojects, and the total cost incurred by each project. This dashboard uses the Project Management - Project HierarchyReal Time subject area.

The dashboard consists of EPS Element by Owner Analysis.


• Who are the direct owners of an EPS element?

• Which projects are active in a specified year?

• Who should I contact for explanation on EPS elements that have measure that are out of tolerance level?

• What's the start date and end date for projects under an EPS element?

• What's the total cost of each project under an EPS element?


FAQ Answer

How do I find this dashboard? Reports and Analytics pane - Shared Folders - Projects - Project Execution Sample Reports



101

FAQ Answer


• Project Application Administrators• Project Executives

When do I use this dashboard? When you want to review:

• Start and finish dates for projects under an EPS element• Owners of EPS elements• Total cost incurred by each project


• Review the total cost for each project under an EPS element• View the owners of EPS elements



Details


Column Type Rules

Project Start Date

Dashboard Prompt

• Calendar• Is greater than or equal to• Default selection SQL:

SELECT MIN("- Project StartDate"."Project Start Date") FROM"Project Management - ProjectHierarchy Real Time" FETCH FIRST1 ROWS ONLY

Project End Date

Dashboard Prompt

• Calendar• Is less than or equal to• Default selection SQL:

SELECT MAX("- Project EndDate"."Project End Date") FROM"Project Management - ProjectHierarchy Real Time" FETCH FIRST1 ROWS ONLY

The following table lists the views in the EPS Element by Owner Analysis.



102


View Name

EPS Element by Owner Analysis

View Sections

None


1. Project Hierarchy2. Owner3. Project4. Total Cost

Project Issues

Closed Issue DashboardThe Closed Issue dashboard displays the details of the issues that are closed. The dashboard helps project managersview the issue patterns and improve future performance. This dashboard uses the Project Management - Project IssuesReal Time subject area.

The dashboard consists of the Closed Issue Analysis Report and you can drill down to the following analyses from theClosed Issue Analysis Report.

• Issue Details Report

• Action Item Details Report


• How were issues resolved?

• What was the actual timeliness for closing issues?

• How were action items related to the issue resolved?


FAQ Answer




Project Manager


When you need to know the details of the issues closed for your project or for the issues youown.



103

FAQ Answer


• View the closed issues by:

◦ Issue Type

◦ Closed Reason


◦ Issue Details analysis using the Count of Issues column.

◦ Action Item Details analysis using the Action Items column.



Details


Column Type Rules

Issue Status

Filter

is equal to / is in Closed

Issue Creation Date

Dashboard prompt

• Calendar• Default selection SQL:

SELECTCAST(TIMESTAMPADD(SQL_TSI_MONTH,-{3}, CURRENT_DATE) As Date) from"Project Management - ProjectIssues Real Time"

Issue Creator

Dashboard prompt


Issue Type

Dashboard prompt


Project Name

Dashboard prompt


The following table lists the views in the Closed Issue Analysis.



104


View Name

Closed Issue Analysis

View Sections

None


1. Issue Type2. Closed Reason3. Issue Resolution4. Issue Summary5. Issue Duration6. Actual Timeliness7. Action Items8. Owner9. Issue Description

Detail of Open Issues DashboardThe Detail of Open Issues dashboard displays the details of open issues. This dashboard uses the Project Management -Project Issues Real Time subject area.

The dashboard consists of Detail of Open Issues Report and you can drill down to the following analyses from Detail ofOpen Issues Report.




• What are the open issues for a project?

• What is the number of action items for each open issue?

• What is the due date to resolve the issue?


FAQ Answer




Project Manager

When do I use this dashboard? When you need to know the details of open issues.



105

FAQ Answer


• View the open issues sorted by:

◦ Project

◦ Need-by Date


◦ Issue Details analysis using the Count of Issues column.

◦ Action Item Details analysis using the Action Items column.



Details.


Column Type Rules

Issue Status

Filter

Is not equal to / is not in Closed

Project

Dashboard prompt


Project Manager

Dashboard prompt


SELECT "Project"."PrimaryProject Manager" FROM "ProjectManagement - Project IssuesReal Time" FETCH FIRST65001 ROWS ONLY where"Project"."Primary Project Manager"=VALUEOF(NQ_SESSION.USER)

Issue Type

Dashboard prompt


The following table lists the views in the Detail of Open Issues Report.



106


View Name

Detail of Open Issues Report

View Sections

None


1. Project2. Need by3. Priority4. Issue Summary5. Owner6. Creator7. Issue Type8. Action Items

Issue Analysis by Project DashboardThe Issue Analysis by Project dashboard displays the number of issues by the issue types for all your projects. You canalso view the issues grouped by project managers or project statuses. This dashboard uses the Project Management -Project Issues Real Time subject area.

The dashboard consists of Issue Analysis by Project Report and you can drill down to the following analyses from theIssue Analysis by Project Report.




• What are the total number of issues for a project?

• What are the total number of issues for each issue type?


FAQ Answer




Project Manager


When you need to know how many issues are open for each project and their types.



107

FAQ Answer


• View the number of issue types by:

◦ Project

◦ Project Managers

◦ Project Status

◦ Project End Date

• Drill down to the Issue Details analysis using the Count of Issues column.



Details


Column Type Rules

Project Name

Filter

Is not null

Project Manager

Dashboard prompt


SELECT "Project"."PrimaryProject Manager" FROM"Project Management - ProjectIssues Real Time" WHERE"Project"."Primary Project Manager"=VALUEOF(NQ_SESSION.USER)

Project Status

Dashboard prompt


SELECT "Project"."Current ProjectStatus Name" FROM "ProjectManagement - Project Issues RealTime" where "Project"."CurrentProject Status Name" = 'Active'

Project Name

Dashboard prompt


Project Finish Date

Dashboard prompt

• Calendar• Default selection: None



108

Column Type Rules

• Presentation Variable:PROJ_END_DT

The following table lists the views for Issue Analysis by Project Report.


View Name

Issue Analysis by Project Report

View Sections

None


1. Sort Count2. Project Name3. Count of Issues4. Issue Type

Issue Aging DashboardThe Issue Aging dashboard displays the number of issues grouped by the days they are open, for example, less than amonth, more than a month, and so on. You can also view the number of issues for each issue status. This dashboarduses the Project Management - Project Issues Real Time subject area.

The dashboard consists of Issue Aging Report and you can drill down to the following analyses from the Issue AgingReport.




• What are the total number of issues by age and status?


FAQ Answer




Project Manager



109

FAQ Answer


When you need to know the number of open issues by their age and status.


You can view the number of issues by age range and take appropriate actions on them.



Details


Column Type Rules

Project

Dashboard prompt


Owner

Dashboard prompt

• Choice list• Select multiple values enabled• Default selection: All values• Default selection SQL:

SELECT "Issue Owner"."IssueOwner" FROM "ProjectManagement - ProjectIssues Real Time" where"Issue Owner"."Issue Owner"=VALUEOF(NQ_SESSION.USER)

Issue Status

Dashboard prompt

• Choice list• Select multiple values enabled• Default selection: SQL Results

SELECT "Issue Status"."IssueStatus" FROM "ProjectManagement - Project Issues RealTime" where "Issue Status"."IssueStatus" <> 'Closed' FETCH FIRST65001 ROWS ONLY

• Default selection SQL:

SELECT "Issue Status"."IssueStatus" FROM "ProjectManagement - Project Issues RealTime" where "Issue Status"."IssueStatus" IN ('New','In progress')

The following table lists the views in the Issue Aging Report.



110


View Name

Issue Aging Report

View Sections

None


1. Number Of Issues2. Age3. Issue Status

Issues by Type DashboardThe Issues by Type dashboard displays the number of issues by issue types. This dashboard uses the ProjectManagement - Project Issues Real Time subject area.

The dashboard consists of Issues by Type Report and you can drill down to the following analyses from the Issues byType Report.




• What are the total number of issues for each issue type?


FAQ Answer



Who uses this dashboard ?

Project Manager

When do I use this dashboard ?

When you need to know the number of issues for each issue type.

What can I do with this dashboard ?

You can view the number of issues grouped by issue type, status, priority, and project.





111

Details


Column Type Rules

Project Name

Dashboard prompt


Issue Owner

Dashboard prompt


Issue Status

Dashboard prompt


SELECT "Issue Status"."IssueStatus" FROM "ProjectManagement - Project Issues RealTime" where "Issue Status"."IssueStatus" IN ('New','In progress')

The following table lists the views in the Issues by Type Report.


View Name

Issues by Type Report

View Sections

• Table• Pie Chart


1. Issue Priority2. Issue Status3. Type4. Project Name5. Number of Issues

My Open Action Items DashboardThe My Open Action Items dashboard displays the details of the action items that are owned by the user. You can viewthe action items sorted by their need-by date. This dashboard uses the Project Management - Project Issues Real Timesubject area.



112

The dashboard consists of My Open Action Items Report and you can drill down to the following analyses from the MyOpen Action Items Report.


• Issues Details Report


• Which action items do I own?

• What are the deadlines to resolve the action items I own?


FAQ Answer




Project Manager


When you need to know the action items you own and the deadline to resolve the action items.


• View the actions items details.• Drill down to the Issue Details Report using the Issue column.



Details


Column Type Rules

Action Item Status

Filter

is not equal to / is not in Complete

Owner


SELECT "Action ItemOwner"."Action Item Owner" FROM"Project Management - ProjectIssues Real Time" where "Action



113

Column Type Rules

Item Owner"."Action Item Owner"=VALUEOF(NQ_SESSION.USER)

Project

Dashboard prompt


Issue Type

Dashboard prompt


The following table lists the views in the My Open Action Items analysis.


View Name

My Open Action Items

View Sections

None


1. Need by2. Action Item3. Action Item Description4. Project5. Action Item Status6. Issue7. Issue Type8. Issue Priority

My Open Issues DashboardThe My Open Issues dashboard displays the issues that are owned by the user. You can view the issues sorted by theirneed-by date. This dashboard uses the Project Management - Project Issues Real Time subject area.

The dashboard consists of My Open Issues Report and you can drill down to the following analyses from the My OpenIssues Report.




• Which issues do I own?

• What are the total number of action items for each issue I own?



114


FAQ Answer




• Project Manager• Team Member


When you need to know the issues you own and the deadline to resolve them.


• View the issue details.• Drill down to the Issue Details Report using the Issue Summary column.• Drill down to the Action Item Details Report using the Action Items column.



Details


Column Type Rules

Issue Status

Filter

is not equal to / is not in Closed

Owner

Dashboard prompt


SELECT "Issue Owner"."IssueOwner" FROM "ProjectManagement - ProjectIssues Real Time" where"Issue Owner"."Issue Owner"=VALUEOF(NQ_SESSION.USER)

Issue Type

Dashboard prompt


Project

Dashboard prompt




115

Column Type Rules


The following table lists the views in the My Open Issues analysis.


View Name

My Open Issues

View Sections

None


1. Need by2. Priority3. Status4. Issue Type5. Issue Summary6. Project7. Action Items8. Issue Description

Open Action Items by Project DashboardThe Open Action Items by Project dashboard displays the details of the open action items grouped by the project. Thisdashboard uses the Project Management - Project Issues Real Time subject area.

The dashboard consists of Open Action Items by Project Report and you can drill down to the following analyses fromthe Open Action Items by Project Report.




• Which action items are open for my projects?

• Who's the owner of the open action item?


FAQ Answer

How do I find this dashboard? Reports and Analytics - Shared Folders - Projects - Project Execution Sample Reports



116

FAQ Answer


Project Manager


When you need to know the open action items for your project and the deadline to resolve theaction items.


• View the open actions items details.• View the owners for the open action items• Drill down to the Issue Details Report using the Issue Summary column.



Details


Column Type Rules

Action Item Status

Filter

is not equal to / is not in Complete

Project

Dashboard prompt


Issue Type

Dashboard prompt


Project Manager

Dashboard prompt


SELECT "Project"."PrimaryProject Manager" FROM "ProjectManagement - Project IssuesReal Time" FETCH FIRST65001 ROWS ONLY where"Project"."Primary Project Manager"=VALUEOF(NQ_SESSION.USER)

The following table lists the views in the Open Action Items by Project analysis.



117


View Name

Open Action Items by Project

View Sections

None


1. Project2. Need by3. Issue Priority4. Action Item Summary5. Action Item Owner6. Action Item Status7. Issue Summary8. Issue Type

Project Management

Actual Project Labor Margin DashboardThe Actual Project Labor Margin dashboard displays the actual hours, actual cost, bill amount, margin, and marginpercentage for the selected project. This dashboard uses the Project Management - Planning Real Time subject area.

The dashboard consists of Actual Project Labor Margin Report.


• What are the planned billing amounts for my projects?

• What are the operating margins for my projects?


FAQ Answer




Project Manager


When you need to review the bill amount and margin for your projects.



118

FAQ Answer

What can I do with this dashboard? You can review the following for your projects:

• Actual hours• Actual cost• Bill amount• Margin• Margin percentage



Details


Column Type Rules

Bill Amount

Filter

Is greater than 0

The following table lists the views in the Actual Project Labor Margin Report.


View Name

Actual Project Labor Margin Report

View Sections

None


1. Project Name2. Hours3. Bill Amount4. Cost5. Margin6. Margin Percentage

Baseline Trend DashboardThe Baseline Trend dashboard displays the baseline trend for project tasks by effort, cost, and dates. You can analyzethe incremental progress on the project and better plan for similar projects in future. This dashboard uses the ProjectManagement - Baseline Versions Real Time subject area.

The dashboard consists of the Baseline Trend Analysis.



119


• How do I compare multiple baselines and view the baseline trend by effort, cost, and schedule?


FAQ Answer




Project Manager


When you need to review the progress of your project and view the baseline trend.


You can drill down to the subtasks using the Top Task Name column.



Details


Column Type Rules

Project Name

Dashboard prompt

• Choice list• Default selection: SQL

SELECT "Project"."Project Name"FROM "Project Management -Baseline Versions Real Time"FETCH FIRST 1 ROWS ONLY ORDERBY "Project"."Project Name"

• Presentation Variable:PRJ_NAME_PV

Top Level Task Name

Dashboard prompt

• Choice list: SQL Results

SELECT "Task Hierarchy"."TopLevel Task Name" FROM"Project Management - BaselineVersions Real Time" WHERE("Project"."Project Name"IN (@{PRJ_NAME_PV}['@']{' '}) AND ("Baseline VersionDetails"."Baseline Name" IS NOTNULL)) FETCH FIRST 65001 ROWSONLY



120

Column Type Rules


The following table lists the views in the Baseline Trend Analysis.


View Name

Baseline Trend Analysis

View Sections

• Graph• Table


• Graph view:

a. X-Axis: Baseline Nameb. Y- Axis: Effortc. Y- Axis: Cost

• Table view:

a. Project Nameb. Top Task Numberc. Top Task Named. Baseline Namee. Primary Baselinef. Baseline Version Start Date

g. Baseline Version Finish Dateh. Baseline Version Labor Costi. Baseline Version Expense Amountj. Baseline Version Effort

Baseline Variance DashboardThe Baseline Variance dashboard displays the effort, cost, and date variances for the top level tasks for all the activeprojects. This dashboard uses the Project Management - Planning Real Time subject area.

The dashboard consists of the Baseline Variance Analysis.


• What's the effort, cost, and date variances for the tasks in a project?




121

FAQ Answer




Project Manager


When you need to review the performance of your project.


You can drill down to the subtasks using the Task Name column to analyze the variance indetail.



Details


Column Type Rules

Project Name

Dashboard prompt


Project Status

Dashboard prompt


The following table lists the views in the Baseline Variance Analysis.


View Name

Baseline Variance Analysis

View Sections

• Table• Graph


• Table view:

a. Project Nameb. Task Namec. Primary Resourced. Start Date Variance in Dayse. Finish Date Variance in Daysf. Effort Variance in Hours

g. Labor Cost Varianceh. Expense Amount Variance



122


• Graph view:

a. Project Nameb. X- Axis: Task Namec. Y- Axis: Duration in Hours

Planned and Actual Dates Comparison DashboardThe Planned and Actual Dates Comparison dashboard displays the planned and actual dates for the top level tasks forall the active projects. This dashboard uses the Project Management - Planning Real Time subject area.

The dashboard consists of the Planned and Actual Dates Comparison analysis.


• What is the planned and actual schedule for my projects?


FAQ Answer




Project Manager


When you need to compare the planned and actual dates for the tasks of your project. Forexample, tasks that are behind schedule.


You can drill down to the subtasks using the Task Name column to analyze the variance indetail.



Details



123


Column Type Rules

Project Name

Dashboard prompt


Project Status

Dashboard prompt


The following table lists the views in the Planned and Actual Dates Comparison analysis.


View Name

Planned and Actual Dates Comparison

View Sections

None


1. Project Name2. Task Name3. Primary Resource4. Planned Start Date5. Planned End Date6. Actual Start Date7. Actual Finish Date8. Current Finish Date9. Schedule Status

Planned and Actual Project Labor Comparison DashboardThe Planned and Actual Project Labor Comparison dashboard displays the planned and actual margin, marginpercentage, and margin variance for the selected project. This dashboard uses the Project Management - Planning RealTime subject area.

The dashboard consists of the Planned and Actual Project Labor Comparison Report.


• What are the planned and actual margins of my projects?

• What are the planned and actual margin percentages of my projects?




124

FAQ Answer




Project Manager


When you need to review the margins and margin percentages for your projects.

What can I do with this dashboard? Review the following for your projects:

• Planned margin and margin percentage• Actual margin and margin percentage• Variance between planned and actual margin and margin percentage



Details


Column Type Rules

Labor Bill Amount

Filter

Is greater than 0

The following table lists the views in the Planned and Actual Project Labor Comparison analysis.


View Name

Planned and Actual Labor Comparison

View Sections

None


1. Project Name2. Planned Margin3. Actual Margin4. Variance5. Planned6. Actual7. Variance



125

Project Cost Variance DashboardThe Project Cost Variance dashboard displays the planned and actual amounts and their variance for labor, expense,and total cost categories by task for the selected project. This dashboard uses the Project Management - Planning RealTime subject area.

The dashboard consists of Project Cost Variance Report.


• What are the planned and actual costs for my projects?


FAQ Answer




Project Manager


When you need to review the planned and actual amounts for your project costs.

What can I do with this dashboard? Review by project task:

• Planned and actual labor and their variance• Planned and actual expense and their variance



Details


Column Type Rules

Project Name

Dashboard prompt


The following table lists the views for Project Cost Variance analysis.



126


View Name

Project Cost Variance

View Sections

None


1. Task

a. Task Name2. Labor

a. Plannedb. Actualc. Variance

3. Expense


4. Total


Resources Currently on My Projects DashboardThe Resources Currently on My Projects dashboard displays all resources who are currently assigned to the projectsmanaged by you. This dashboard uses the Project Management - Project Resources Real Time subject area.

The dashboard consists of Resources Currently on My Projects Report.


What are the statuses of the resources currently working on my projects?


FAQ Answer




Project Manager


When you need to review the resources working on your projects.



127

FAQ Answer


• Review resource assignment status• Monitor resource assignment dates



Details


Column Type Rules

Project Name

Dashboard prompt


The following table lists the views in the Resources Currently on My Projects analysis.


View Name

Resources Currently on My Projects

View Sections

None


1. Resource Name2. Project3. Assignment Status4. Project Resource Role5. Resource From Date6. Resource To Date7. Percentage Allocation

Placeholder Resources on My Projects DashboardThe Placeholder Resources on My Projects dashboard displays the unstaffed positions listed for the projects managedby you. This report uses the Project Management - Project Resources Real Time subject area.

The dashboard consists of Placeholder Resources on My Projects Report.



128


Who are the placeholder resources assigned to my projects?


FAQ Answer




Project Manager


When you need to view the placeholder resource assignments for your projects.


Review unstaffed positions and placeholder resources assigned to your projects.



Details


Column Type Rules

Project Name

Dashboard prompt


The following table lists the views in the Placeholder Resources on My Projects analysis.


View Name

Placeholder Resources on My Projects

View Sections

None


1. Project Name2. Resource Name3. Project Resource Role



129


4. Resource from Date5. Resource To Date6. Allocation7. Planned Start Date

Resource Allocation and Task Assignment Comparison by WeekDashboardThe Resource Allocation and Task Assignment Comparison by Week dashboard displays the weekly comparison ofallocated and total task assignment hours for the resources of a project. This dashboard uses the Project Management -Project Resources Real Time and Project Management - Planning Real Time subject areas.

The dashboard consists of Resource Allocation and Task Assignment Comparison by Week Report.


• What are the allocated hours for my project resources?

• What are the assignment percentages for my project resources?


FAQ Answer




Project Manager


When you need to review resource allocation for your projects.


• Review resource allocation hours and assignment percentages.• Drill down to individual weeks from the Week and Calendar Week Start Date columns.



Details



130


Column Type Rules

Project Name

Dashboard prompt


Resource Name

Dashboard prompt


The following table lists the views in the Resource Allocation and Task Comparison by Week analysis.


View Name

Resource Allocation and Task Assignment Comparison by Week

View Sections

• Table• Graph


1. Week2. Calendar Week Start Date3. Allocated Hours4. Total Task Assignment Hours5. Percentage Task Assignment

Tasks Scheduled Outside of Resource Assignment DatesDashboardThe Tasks Scheduled Outside of Resource Assignment Dates dashboard displays the project tasks that are scheduledoutside the project resource assignment dates. This dashboard uses the Project Management - Project Resources RealTime and Project Management - Planning Real Time subject areas.

The dashboard consists of Tasks Scheduled Outside of Resource Assignment Dates Report.


Which project tasks are scheduled outside my project resource assignment dates?




131

FAQ Answer




Project Manager


When you need to view tasks that lie outside your resource assignment dates.


You can use this report to take decisions on tasks that are scheduled outside resourceassignment dates.



Details


Column Type Rules

Task Start Date and Resource From Date

Filter

Task Start Date < Resource From Date

Task Finish Date and Resource To Date

Filter

Task Finish Date > Resource To Date

The following table lists the views in the Tasks Scheduled Outside of Resource Assignment Dates analysis.


View Name

Tasks Assigned Outside Resource Allocation Dates

View Sections

• Pivot table• Pivot table:2• Pivot table:3• Pivot table:4


1. Task Start Date2. Project Name3. Task Name4. Resource Name5. Task Finish Date6. Resource From Date7. Resource To Date8. Assignment Status



132


9. Task Percent Complete

Remaining Project Hours DashboardThe Remaining Project Hours dashboard displays the effort in hours, actual hours, and remaining hours for all projectsusing the project hierarchy. This dashboard uses the Project Management - Project Hierarchy Real Time subject area.

The dashboard consists of Remaining Project Hours Report.


• How many hours have been spent on a project?

• How many hours are remaining on a project?


FAQ Answer




Project Executive


When you need to look up the hours remaining on a project.


Review remaining hours for your projects.



Details


Column Type Rules

Start Date

Filter

Prompted

End Date Filter Prompted



133

Column Type Rules

The following table lists the views in the Remaining Project Hours analysis.


View Name

Remaining Project Hours

View Sections

None


1. Project Hierarchy2. Project Name3. Start Date4. End Date5. Effort in Hours6. Actual Hours7. Remaining Hours

Total Cost vs Actual Cost By EPS Element DashboardThe Total Cost vs Actual Cost by EPS Element dashboard displays the actual and total costs for the nodes in the projecthierarchy. This dashboard uses the Project Management - Project Hierarchy Real Time subject area.

The dashboard consists of Total Cost vs Actual Cost by EPS Element Report.


• What are the actual costs for the nodes in my project hierarchy?

• What are the total costs for the nodes in my project hierarchy?


FAQ Answer




Project Executive

When do I use this dashboard? When you need to view the costs for the nodes in your project hierarchy.



134

FAQ Answer

What can I do with this dashboard? View the following for project hierarchy nodes:

• Actual cost• Total cost



Details


Column Type Rules

Project Hierarchy

Dashboard prompt

Choice list

The following table lists the views in the Total Cost vs Actual Cost by EPS Element analysis.


View Name

Total Cost vs Actual Cost by EPS Element

View Type

• Table• Graph


1. Total Cost2. Total Actual Cost3. Project Hierarchy

My Project Work Items DashboardThe My Project Work Items dashboard displays all the work items for the projects managed by you. This dashboard usesthe Project Management - Project Work Items Real Time subject area.

The dashboard consists of My Project Work Items report.

Key InsightsThis report answers the following business questions:

• What are the work items for my projects?



135

• What are the work item statuses that determine the completion of my project tasks?


FAQ Answer




Project Manager


When you need to track your project work items.


• View all work items and work item statuses for your projects.• Drill down into work items for a specific project.



Report Details


Column Type Rules

Owner

Dashboard prompt


Project Name

Dashboard prompt


Work Item Status

Dashboard prompt


Work Item Type

Dashboard prompt


The following table lists the views in the My Project Work Items analysis.


View Name My Project Work Items



136


View Sections

None


1. Project Name2. Owner3. Work Item Name4. Work Item Type5. Work Item Priority6. Work Item Status7. Task Completion Event8. Due Date9. Task Name

10. Task Completion Event Status

Deliverables Due in My Projects DashboardThe Deliverables Due in My Projects dashboard displays project deliverables that are overdue by a week or due in a weekfor the projects managed by you. This dashboard uses the Project Management - Project Work Items Real Time subjectarea.

The dashboard consists of Deliverables Due in My Projects report.


• Which of my project deliverables are due in a week?

• Which of my project deliverables are overdue by a week?


FAQ Answer




Project Manager


When you need to track your project deliverables.


• Gain insight into overdue and immediately due deliverables.



137

FAQ Answer

• Drill down to view incomplete deliverables for a project.



Details


Column Type Rules

Owner

Dashboard prompt


Project Name

Dashboard prompt


Days Due

Dashboard prompt

• Choice list• Select multiple values enabled• SQL source of list of values:

Select 'Due in 7 Days or less' From"Project Management - ProjectWork Items Real Time" UNIONSelect 'Due in 7 Days or more' From"Project Management - ProjectWork Items Real Time" UNIONSelect 'Overdue by 7 Days or less'From "Project Management -Project Work Items Real Time"UNION Select 'Overdue by 7 Days ormore' From "Project Management -Project Work Items Real Time"

• Default selection: Due in 7 Days orless

Days Due

Filter

Is not null

Work Item

Filter

Equals 'Deliverable'

Work Item Status

Filter

Not 'COMPLETED'

The following table lists the views in the Deliverables Due in My Projects Analysis.


View Name Deliverables Due in My Projects Analysis



138


View Sections

None


1. Project Name2. Task Name3. Owner4. Deliverable Name5. Deliverable Type6. Deliverable Priority7. Due Date8. Days Due

My Project Deliverables Not Started DashboardThe My Project Deliverables Not Started dashboard displays all project deliverables that are overdue or due in theimmediate future for the projects managed by you. This dashboard uses the Project Management - Project Work ItemsReal Time subject area.

The dashboard consists of My Project Deliverable Not Started analysis.


• Which of my project deliverables are overdue?

• Which of my project deliverables are due soon?

• Which of my project deliverables are yet to start?

Frequently Asked Questions

FAQ Answer




Project Manager


When you need to track your project deliverables.


• Drill down into new high priority project deliverables.• Identify and begin working on project deliverables that are overdue or due soon.



139

FAQ Answer



Report Details


Filter on Column Type Rules

Deliverable Priority

Dashboard prompt

• Choice list• Select multiple values enabled• SQL source of list of values:

SELECT "Work Item Priority"."WorkItem Priority Name" FROM "ProjectManagement - Project Work ItemsReal Time" WHERE "Work ItemPriority"."Work Item Priority Name"IN ('High','Low','Medium') FETCHFIRST 65001 ROWS ONLY

Project Name

Dashboard prompt


Work Item

Filter

Equals Deliverable

Status

Filter

Equals New

The following table lists the views in the analysis.


View Name

My Project Deliverables Not Started analysis

View Sections

None


1. Project2. Task Name3. Owner4. Status5. Deliverable Type6. Deliverable Priority7. Deliverable Name8. Due Date



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Project Requirements

Backlog Item Status DashboardThe Backlog Item Status dashboard displays the total number of backlog items by status for every product owner andscrum master. This dashboard uses the Project Management - Requirements Real Time subject area.

The dashboard consists of the Backlog Item Status Analysis and you can drill down to the following analyses from theBacklog Item Status Analysis.

• Backlog Item Status Analysis having Complete Status Detailed report

• Backlog Item Status Analysis having Draft Status Detailed report

• Backlog Item Status Analysis having Ready Status Detailed report


• What's the total number of backlog items by status for a product in a given sprint?


FAQ Answer




• Product Owner• Scrum Master


When you need to review the number of backlog items by status.

What can I do with this dashboard? You can view the:

• Number of backlog items for each sprint in a given release grouped by status.• Backlog item owner• Drill down to: view backlog item details for each of the status from this analysis.

◦ Backlog Item Status Analysis having Complete Status Detailed analysis using the# of Completed Backlog Items column.

◦ Backlog Item Status Analysis having Draft Status Detailed analysis using the # ofDraft Backlog Items column.

◦ Backlog Item Status Analysis having Ready Status Detailed analysis using the # ofReady Backlog Items column.





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Details


Column Type Rules

Product

Dashboard prompt


Release

Dashboard prompt


Sprint

Dashboard prompt


The following table lists the views in the Backlog Item Status Analysis.


View Name

Backlog Item Status Analysis

View Sections

None


1. Product2. Release3. Sprint4. Backlog Item Owner5. Scrum Master6. # of Draft Backlog Items7. # of Ready Backlog Items8. # of Completed Backlog Items

Backlog Item Sprint Velocity DashboardThe Backlog Item Sprint Velocity dashboard displays the total number of story points completed in each sprint of arelease. This information helps the product owner to plan new work for upcoming releases .This dashboard uses theProject Management - Requirements Real Time subject area.

The dashboard consists of Backlog Item Sprint Velocity Analysis report.



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• What's the total number of story points achieved in each sprint of a release?


FAQ Answer




Product Owner


• Review the story points achieved in a release sprint by a scrum master.• Plan work for upcoming releases based on the number of backlog items completed in

prior and current sprints


• View the number of story points assigned to every scrum master.• Analyze if the work must be redistributed between scrum masters.



Details


Column Type Rules

Product

Dashboard prompt


Release

Dashboard prompt


Backlog Item Status

Dashboard prompt

• Choice list• Select multiple values enabled• Enter values enabled• Values limited by All Prompts



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The following table lists the views in the Backlog Item Sprint Velocity Analysis.


View Name

Backlog Item Sprint Velocity Analysis

View Sections

None


1. Product2. Release3. Backlog Item Status4. Sprint5. Backlog Item Owner6. Scrum Master7. Total Story Points

Backlog Completeness Check DashboardThe Backlog Completeness Check dashboard displays the total number of the backlog items with the exceptions foryour backlogs. Exceptions include missing user stories, story points, or acceptance criteria. This dashboard uses theProject Management - Requirements Real Time subject area.

The dashboard consists of Backlog Completeness Check Analysis Report and you can drill down to the followinganalyses from the Backlog Completeness Check Analysis Report.

• Backlog Completeness Check Analysis Detailed without Acceptance Criteria report

• Backlog Completeness Check Analysis Detailed without Story points report

• Backlog Completeness Check Analysis Detailed without User Story points report


• Which of my backlog items have exceptions?

• What are the exceptions for my backlog items?


FAQ Answer




• Product Owner• Scrum Master



144

FAQ Answer


When you need to review the completeness of backlog items by product in a release.


• View the number of backlog items with exceptions, such as story points, acceptancecriteria, and user story.

• Drill down to:

◦ Backlog Completeness Check Analysis Detailed without Acceptance Criteriaanalysis using the # of Backlog Items Without Acceptance Criteria column

◦ Backlog Completeness Check Analysis Detailed without Story Points analysisusing the # of Backlog Items Without Story Points column

◦ Backlog Completeness Check Analysis Detailed without User Story analysis # ofBacklog Items Without User Story column



Details


Column Type Rules

Product

Dashboard prompt


Release

Dashboard prompt


Sprint

Dashboard prompt


The following table lists the views in the Backlog Completeness Check Analysis.


View Name

Backlog Completeness Check Analysis

View Sections

None


1. Product



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2. Release3. Sprint4. Requirement Name5. Backlog Item Owner6. # of Backlog Items7. # of Backlog Items Without Story Points8. # of Backlog Items Without Acceptance Criteria9. # of Backlog Items Without User Story

Project Hours by Backlog Item DashboardThe Project Hours by Backlog Item dashboard displays the effort in hours, actual and remaining, for all backlog items.This dashboard uses the Project Management - Requirements Real Time subject area.

The dashboard consists of Project Hours by Backlog Item Analysis report.


• What are the planned hours for each backlog item?

• What are the backlog items for my projects in a sprint?

• How much effort is remaining for my backlog items?


FAQ Answer




Project Manager


When you need to review the planned and remaining effort for your backlog items.

What can I do with this dashboard? You can analyze if:

• The planned hours are sufficient for your backlog items.• Story point estimation for your backlog items is correct.





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Details


Column Type Rules

Product

Dashboard prompt


Sprint

Dashboard prompt


Backlog Item Status

Dashboard prompt


The following table lists the views in the Project Hours by Backlog Item Analysis.


View Name

Project Hours by Backlog Item Analysis

View Sections

None


1. Product2. Backlog Item Status3. Sprint Name4. Backlog Item5. Backlog Item Owner6. Scrum Master7. Story Points8. Project Name9. Effort in Hours

10. Actual Hours11. Remaining Hours

Resource Management



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Resource Management DashboardThe Resource Management dashboard displays summary information for resource supply and demand. You can alsoedit and create a copy of the dashboard to fit your own business requirements. You can also edit and create a copy ofthe dashboard to fit your own business requirements.

This dashboard uses the Projects - Project Resource Management - Resource Management Real Time and Projects -Project Resource Management - Resource Pool Real Time subject areas.

The dashboard consists of the following summary analysis:

• Projected Utilization Next 13 Weeks

• Billable Assigned Hours Next 13 Weeks

• Underutilized Resources Next 13 Weeks

• Proposed Resources Awaiting Approval

• Capacity vs Utilization

• Projected Utilization


• How is my resource supply?

• Are my resources effectively utilized?

• What is the billable utilization of my resources?

• Are my resources assigned effectively on projects and tasks?

• Are we seeing any trends in demand?


FAQ Answer


Reports and Analytics - Shared Folders - Projects - Dashboards


Resource Manager


When you need to review effective resource utilization for a project.


You can view how well resource management is functioning. You get an overview of resourcedemand, capacity, and utilization. It also helps you predict insight into future demand for rolesand qualifications and the amount of time requested.





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Details


Column Type Rules

Resource Pool Name

Dashboard prompt


SELECT "- ResourcePool"."Resource Pool Name" FROM"Project Resource Management- Resource Management RealTime" WHERE "- ResourcePool"."Resource Pool Name" IN(VALUEOF(NQ_SESSION.RESOURCE_POOL_LIST))

• Presentation variable:vResourcePool

Start Month

Dashboard prompt

• Choice list• Choice List Values SQL:

SELECT "Time"."Month" FROM"Project Resource Management- Resource Management RealTime" WHERE ( "Time"."Date" >TIMESTAMPADD(SQL_TSI_MONTH,-12,CURRENT_DATE)and "Time"."Date" <TIMESTAMPADD(SQL_TSI_MONTH,12,CURRENT_DATE) ) order by"Time"."Month" description FETCHFIRST 65001 ROWS ONLY


SELECT "Time"."Month" FROM"Project Resource Management- Resource Management RealTime" WHERE ( "Time"."Date" =CURRENT_DATE) FETCH FIRST65001 ROWS ONLY

• Presentation variable: vMonthStart

End Month

Dashboard prompt

• Choice list• Choice List Values SQL:

SELECT '1-5' FROM "ProjectResource Management - ResourceManagement Real Time" unionall SELECT '6-10' FROM "ProjectResource Management - ResourceManagement Real Time" unionall SELECT '11-15' FROM "ProjectResource Management - ResourceManagement Real Time" unionall SELECT '>15' FROM "ProjectResource Management - ResourceManagement Real Time"




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Column Type Rules

SELECT '1-5' FROM "ProjectResource Management - ResourceManagement Real Time

• Presentation variable: vMonthEnd

Resource Pool Name

Dashboard prompt


SELECT "- ResourcePool"."Resource Pool Name" FROM"Project Resource Management- Resource Management RealTime" WHERE "- ResourcePool"."Resource Pool Name" IN(VALUEOF(NQ_SESSION.RESOURCE_POOL_LIST))

• Presentation variable:vResourcePool

Resource Staffing Owner Name

Dashboard prompt

• Choice list• Select multiple values enabled• Default selection: None• Presentation variable:

vResourceStaff

Project Role Name

Dashboard prompt

• Choice list• Select multiple values enabled• Default selection: All Column Values• Presentation variable: vProjectRole

Top Roles/ Qualification

Dashboard prompt

• Choice list• Select multiple values SQL

SELECT '1-5' FROM "ProjectResource Management - ResourceManagement Real Time" unionall SELECT '6-10' FROM "ProjectResource Management - ResourceManagement Real Time" unionall SELECT '11-15' FROM "ProjectResource Management - ResourceManagement Real Time" unionall SELECT '>15' FROM "ProjectResource Management - ResourceManagement Real Time"


SELECT '1-5' FROM "ProjectResource Management - ResourceManagement Real Time"

• Presentation variable: V_Rank1

The following table lists the views for the Resource Management analysis.



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View Name

Resource Management

View Sections

• Projected Utilization Next 13 Weeks• Billable Assigned Hours Next 13 Weeks• Underutilized Resources Next 13 Weeks• Proposed Resources Awaiting Approval• Capacity vs Utilization• Projected Utilization

Graphs and Tables Demand Trend Of Requests

• Month• Project Role Name• Total Requests

Demand Trend Of Request Time

• Month• Project Role Name• Total Requested Time (In Hours)

Invalid Resource Assignments DashboardThe Invalid Resource Assignments dashboard displays resources assigned to tasks or projects that are outside ofthe resources' effective dates in the organization, for the projects you manage. This dashboard uses the ProjectManagement - Project Resources Real Time and Project Management - Planning Real Time subject areas.

The dashboard consists of the Invalid Resource Assignments analysis.


• Which resources are assigned to tasks or projects outside of their effective dates?


FAQ Answer




• Project Manager• Resource Manager



151

FAQ Answer


When you need to review which resources are incorrectly assigned to tasks or projects.


You can view a resources' effective, assignment, and task start and finish dates sorted byprojects.



Details

The following table lists the views in the Invalid Resource Assignments analysis.


View Name

Invalid Resource Assignments

View Sections

None


1. Project Name2. Resource Name3. Resource From Date4. Resource To Date5. Resource Assignment From Date6. Resource Assignment To Date7. Task Start Date8. Task End Date

Resource Capacity Planning by Project Role DashboardThe Resource Capacity Planning by Project Role dashboard displays requested hours, capacity hours, assignedhours, remaining capacity hours, and the capacity surplus or shortfall for project roles for a specified date range. Thisdashboard uses the Project Resource Management - Resource Management Real Time subject area.

Note: Click the Capacity Planning link to open the Resource Capacity Planning by Project Role dashboard.

The dashboard consists of Resource Assigned Hours by Project and Role analysis and you can drill down to thefollowing analyses from the Resource Assigned Hours by Project and Role analysis.

• Resource Assigned Hours by Role and Project

• Resource Capacity Planning by Role and Resource

You can also drill down to the following dashboards from the Resource Capacity Planning by Project Role dashboard:

• Capacity Planning by Role and Resource



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• Resource Assigned Hours by Role and Project


• What are the capacity hours of my resources?

• Are my resources being optimally utilized?


FAQ Answer




Resource Manager

When do I use this dashboard? When you need to review your:

• Resource utilization• Capacity planning


• Review if your resources are being optimally utilized.• Drill down to the Resource Capacity Planning by Role and Project analysis using the

Total Requested Hours column.• Drill down into:

◦ Resource Assigned Hours by Project and Role analysis.

◦ Resource Capacity Planning by Role and Resource analysis.



Details


Column Type Rules

Project Role Name

Dashboard prompt


Date

Dashboard prompt

• Calendar• Required



153

Column Type Rules

• Is between field

The following table lists the views in the Resource Capacity Planning by Project Role analysis.


View Name

Resource Capacity Planning by Project Role

View Sections

• Table• Graph


1. Project Role2. Total Requested Hours3. Total Capacity Hours4. Total Assigned Hours5. Remaining Capacity Hours6. Capacity Surplus or Shortfall

Resource Pool Actual Utilization by Resource and MonthDashboardThe Resource Pool Actual Utilization by Resource and Month dashboard displays monthly actual hours and utilizationpercentages for a resource pool and the specified date range. This dashboard uses the Project Resource Management -Resource Management Real Time subject area.

The dashboard consists of Resource Pool Actual Utilization by Resource and month Report and you can drill down tothe following analysis from the Resource Pool Actual Utilization by Resource and Month Report.

• Resource Actual Utilization by Project Event and Month


Are my resources optimally utilized?


FAQ Answer





154

FAQ Answer


Resource Manager


When you need to review your resource actual utilization.


• Review if your resources are meeting their target utilization.• Drill down to the Resource Actual Utilization by Project or Event and Month analysis

using the Resource column.



Details


Column Type Rules

Resource Pool

Dashboard prompt


Report Date

Dashboard prompt

• Calendar• Required• Is between field

The following table lists the views in the Resource Pool Actual Utilization by Resource and Month analysis.


View Name

Resource Pool Actual Utilization by Resource and Month

View Sections

• Table• Pivot table


1. Resource Pool2. Resource3. Month and Year

a. Actual Hoursb. Actual Utilization



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Resource Pool Projected and Actual Utilization by ResourceDashboardThe Resource Pool Projected and Actual Utilization by Resource dashboard displays resource pool projected hours andutilization percentages, actual hours and utilization percentages, and variance hours by resource for specified dateranges. This dashboard uses the Project Resource Management - Resource Management Real Time subject area.

The dashboard consists of Resource Pool Projected and Actual Utilization by Resource Report.


• Are my resources being effectively utilized?

• Which of my resources can be better utilized?


FAQ Answer




Resource Manager


When you need to review and compare your projected and actual resource utilization.


• Identify possibilities for optimal resource utilization.• Review variance between projected and actual hours.



Details


Column Type Rules

Resource Pool Name

Dashboard prompt

• Choice list



156

Column Type Rules


Report Date

Dashboard prompt


The following table lists the views in the Resource Pool Projected and Actual Utilization by Resource analysis.


View Name

Resource Pool Projected and Actual Utilization by Resource

View Sections

None


1. Resource Pool2. Resource3. Projected Hours4. Projected Utilization5. Actual Hours6. Actual Utilization7. Variance Hours

Project Resource Request Forecast Revenue DashboardThe Project Resource Request Forecast Revenue dashboard displays the cost, revenue, and margin forecasts forrequests in Open and Resource Proposed status for a specified date range. This dashboard uses the Project ResourceManagement - Resource Management Real Time subject area.

The dashboard consists of Project Resource Request Forecast Revenue Report and you can drill down to the followinganalysis from the Project Resource Request Forecast Revenue Report.

• Project Resource Request Forecast Revenue


• Which requests are in Open or Resource Proposed status?

• What is the forecasted revenue and margin for such resource requests?




157

FAQ Answer




Resource Manager


When you need to review cost, revenue, and margin for your resource requests.


• View requests in Open and Resource Proposed statuses.• Review forecasted margins for such requests.• Drill down to the Requested Resource Forecast Revenue Details analysis using the

Project Name column.



Details


Column Type Rules

Project Name

Dashboard prompt


Request Start Date

Dashboard prompt


Project Resource Request Target Cost RateCurrency

Dashboard prompt


Select MAX(" Project RequestDetails"."Request Cost RateCurrency") from Project ResourceManagement - ResourceManagement Real Time

Project Request Status

Filter

Equals 'OPEN' or 'PROPOSED'

The following table lists the views in the Project Resource Request Forecast Revenue analysis.



158


View Name

Project Resource Request Forecast Revenue

View Sections

• Table• Graph


1. Project Name2. Total Requested Hours3. Target Profit4. Target Revenue5. Target Cost6. Currency

Project Resource Assignment History by Resource Pool andResource DashboardThe Project Resource Assignment History by Resource Pool and Resource dashboard displays the project resourceassignment details for assignments that are confirmed, pending adjustment, or canceled for resources in the specifiedresource pool and current assignment finish date range. This dashboard uses the Project Resource Management -Resource Pool Real Time subject area.

The dashboard consists of the Project Resource Assignment History by Resource Pool and Resource analysis.


• How many assignment adjustments are made to my resources' assignments?

• What assignments do my resources currently have and are any assignments adjusted from their originalschedule?


FAQ Answer




Resource Manager


When you need to review your resources' assignment and assignment adjustments if any.

What can I do with this dashboard? You can view the assignment details for resources sorted by the resource pool.



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FAQ Answer



Details


Column Type Rules

Resource Pool Name

Dashboard prompt

• Choice list• Required• Select multiple values enabled• Presentation Variable:

RESRC_POOL_V

Project Resource Assignment Finish Date

Dashboard prompt

• Calendar• Required• Default Selection: SQL

SELECT TIMESTAMPADD(SQL_TSI_MONTH, -3,CURRENT_DATE) FROM "ProjectResource Management - ResourceManagement Real Time"

• Presentation Variable:CURR_ASSIGN_FINISH_DT_V

Variable

Dashboard prompt

• Text Field• Data Type: Date• Required• Default Selection: SQL

SELECTTIMESTAMPADD(SQL_TSI_MONTH,+3, CURRENT_DATE) FROM"Project Resource Management -Resource Management Real Time"

• Presentation Variable:CURR_ASSIGN_FINISH_DT2_V

The following table lists the views in the Project Resource Assignment History by Resource Pool and Resource analysis.


View Name

Project Resource Assignment History by Resource Pool and Resource

View Sections None



160



1. Resource Pool2. Assignment Status3. Resource Name4. Project Name5. Original Assignment Start Date6. Original Assignment Finish Date7. Original Hours Per Day8. Current Assignment Start Date9. Current Assignment Finish Date

10. Current Hours Per Day11. Number of Schedule Adjustments

Project Resource Request History by Resource Pool and ResourceDashboardThe Project Resource Request History by Resource Pool and Resource dashboard displays project resource requestinformation including the requested role, location, quantity, and start and finish dates, for the specified resource pool orresource and requested start date range. This dashboard uses the Project Resource Management - Resource Pool RealTime subject area.

The dashboard consists of the Project Resource Request History by Resource Pool and Resource analysis.


• What are the requests for which my resources are requested, reserved, rejected, or confirmed?

• Which resources have I proposed for a request that are awaiting project managers response?


FAQ Answer




Resource Manager


When you need to review your resources' requests.



161

FAQ Answer


• View the request details for resources sorted by the resource pool.• Use the Project Name column to view all requests for a particular project.



Details


Column Type Rules

Resource Pool Name

Dashboard prompt


Resource Name

Dashboard Prompt


Request Start Date

Dashboard prompt

• Calendar• Required• Is between• Default Selection: SQL

SELECT TIMESTAMPADD(SQL_TSI_MONTH, -3,CURRENT_DATE) FROM "ProjectResource Management - ResourceManagement Real Time"

SELECTTIMESTAMPADD(SQL_TSI_MONTH,+3, CURRENT_DATE) FROM"Project Resource Management -Resource Management Real Time"

The following table lists the views in the Project Resource Request History by Resource Pool and Resource analysis.


View Name

Project Resource Request History by Resource Pool and Resource

View Sections

None


1. Resource Pool2. Resource Name3. Project Name



162


4. Requested Role5. Resource Status6. Requested Start Date7. Requested Finish Date8. Requested Quantity9. Request Name

10. Location

Project Resource Request Resources by Project or RequestDashboardThe Project Resource Request Resources by Project or Request dashboard displays resource and project resourcerequest details for resources associated with requests for the specified project, or a specified request, and requestedstart date range. This dashboard uses the Project Resource Management - Resource Pool Real Time subject area.

The dashboard consists of the Project Resource Request Resources by Project or Request analysis.


• What are the requests associated to a specific project?

• How many resources need to be assigned to unfulfilled requests?

• How many proposed requests are rejected for unfulfilled requests?


FAQ Answer




Resource Manager


When you need to review resource requests for various projects and their request status.


• View the requested and remaining quantities of resources for a requested role for aproject.

• Use the Project Name column to view the request status of a request for a particularproject.

What type of dashboard is this? Oracle Transactional Business Intelligence



163

FAQ Answer

Details


Column Type Rules

Project Name

Dashboard prompt


Request Name

Dashboard Prompt


Request Start Date

Dashboard prompt

• Calendar• Is between

The following table lists the views in the Project Resource Request Resources by Project or Request analysis.


View Name

Project Resource Request Resources by Project or Request

View Sections

None


1. Request Name2. Resource Primary Project Role3. Resource4. Project Name5. Requested Role6. Resource Status7. Request Status8. Requested Start Date9. Requested Finish Date

10. Requested Quantity11. Remaining Quantity



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Projected Revenue Shortfall by Resource DashboardThe Projected Revenue Shortfall by Resource dashboard displays target hours, projected hours, variance hours, andprojected revenue shortfall for resources that don't meet their target utilization in a specified resource pool. Thisdashboard uses the Project Resource Management - Resource Management Real Time subject area.

The dashboard consists of Projected Revenue Shortfall by Resource Report.


• Which resources will not meet their target utilization in the next period?

• What's the projected revenue shortfall due to such resources?


FAQ Answer




Resource Manager


When you need to track underutilized resources.


• Identify resources that don't meet their target utilization.• View projected revenue shortfall due to under utilization of resources.



Details


Column Type Rules

Resource Pool Name

Dashboard prompt


Report Date

Dashboard prompt

• Calendar• Required



165

Column Type Rules

• Is between field

The following table lists the views in the Projected Revenue Shortfall by Resource analysis.


View Name

Projected Revenue Shortfall by Resource

View Sections

None


1. Project Role2. Resource3. Resource Pool4. Target Hours5. Projected Hours6. Variance Hours7. Resource Bill Rate8. Resource Bill Rate Currency9. Projected Revenue Shortfall

Task Management

My Upcoming Tasks DashboardThe My Upcoming Tasks dashboard displays the project task names, task start and finish dates, and percentage of taskscomplete by task type for incomplete tasks that are due within the entered date range. This dashboard uses the ProjectManagement - Task Management Real Time subject area.

The dashboard consists of My Upcoming Tasks Report.

Key InsightsThis dashboard answers the following business questions.

• Which project tasks are due in 7 days?

• In how many days are my project tasks due?




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FAQ Answer




Project Team Member


When you need to track your project tasks.


• Due dates for your tasks.• Percentage of tasks complete for your projects.



Details


Column Type Rules

Owner

Dashboard prompt

Choice list

Days Due

Dashboard prompt

Text field

Days Due

Filter

• Is not null• Is between 0 and 7

Percent Complete

Filter

Not 100

The following table lists the views in the My Upcoming Tasks analysis.


View Name

My Upcoming Tasks

View Sections

None


1. Days Due2. Task Type Name3. Task Name4. Owner



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5. Percent Complete

Project Work Coming Due DashboardThe Project Work Coming Due dashboard displays the project tasks, milestones, and action items that are due for yourprojects within the entered date range. This dashboard uses the Project Management - Task Management Real Timesubject area.

The dashboard consists of Project Work Coming Due Report.


• Which project tasks are incomplete?

• Which project tasks, milestones, and action items are due?


FAQ Answer




Project Team Member


When you need to track your project tasks, milestones, and action items.


• Project tasks, milestones, and action items that are due.• Percentage of project tasks that is complete.



Details




168

Column Type Rules

Project Name

Dashboard prompt

Choice list

Days Due

Dashboard prompt

• Text field• Operator: Less than or equal to

Percent Complete

Filter

Not 100

The following table lists the views in the Project Work Coming Due analysis.


View Name

Project Work Coming Due

View Sections

None


1. Task Type2. Task Name3. Owner4. Days Due5. Percent Complete

FAQs

How can I report on all the tasks of a project?You can use the predefined Project Tasks analysis.

Alternatively, you can create a new analysis using an Oracle Project Portfolio Management subject area that has theProject Name and Task Name dimensions.

For example, you can create an analysis using the Project Control - Budgets Real Time subject area to view all the tasksof a project. If you want to view only those tasks for which project costs exist, then you can create an analysis using theProject Costing - Actual Costs Real Time subject area.

Why doesn't employee name appear in my analyses?You must have the required security profile to view the employee names in your analyses. Contact your applicationadministrator to grant you the required access.



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Related Topics

• Set Up Security Profile to View Employee Names in Analyses

Can I query across multiple subject areas?Yes, you can create reports that span multiple subject areas if the selected dimension attributes are common across allareas.

For more information, see Guidelines for creating cross subject area reports in Oracle Transactional BI (OTBI). [ID1567672.1]

Why don't the dates in my analysis match the actual values?The dates in your analysis display according to the default time zone. Click the drop-down list next to your name in theglobal area to open your account. On the Preferences tab, change the time zone as required.

Note: You must be an administrator to edit the time zone.

What happens if I synchronize project updates?The application synchronizes updates to the project structure with budgets and forecasts, and denormalizes themodified task hierarchy for reporting in Oracle Transactional Business Intelligence. A project application administratoror project manager can synchronize project updates for projects created using Project Financial Managementapplications. Alternatively, you can schedule the Denormalize Task Structure Hierarchies for Business Intelligenceprocess to run periodically from the Scheduled Processes page.

If you manage projects using Project Execution Management applications, you can run the process only from theScheduled Processes page.

Related Topics

• How Task Structure Hierarchies Are Denormalized

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Chapter 4Flexfields

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4 Flexfields

Overview of Flexfield Use in AnalysesFlexfields are extensible sets of placeholder fields associated with business objects which can be placed on applicationpages. You can use flexfields to extend business objects and meet your data management requirements withoutchanging the data model or performing any database programming. To include flexfields you have used for extensionfor use in analyses, you must enable them for business intelligence.

Extension of analyses using flexfields is available for Oracle Enterprise Resource Planning Cloud and Oracle HumanCapital Management Cloud.

Flexfield TypesThe following types of flexfields are available and provide a means to modify application features without programming:

• Descriptive

• Extensible

• Key

Depending on the flexfield type, business intelligence enablement is performed differently and has differentrequirements. Once they are enabled for business intelligence, you can import any changes made to flexfieldsautomatically using an import scheduled process.

Related Topics• Overview of Flexfield Change Import

Configure Key Flexfields for Transactional BusinessIntelligence

Enable Key Flexfields for Business Intelligence ReportingTo include flexfields in your analyses, you must enable them for Business Intelligence. Extensibility of analysis usingflexfields is used for Enterprise Resource Planning and Human Capital Management. For Customer RelationshipManagement, the Extensibility Framework supports this.

To designate key flexfields as BI-enabled:

1. In the Setup and Maintenance work area, go to the Manage Key Flexfields task.2. On the Manage Key Flexfields page, enter your search value in Key Flexfield Code.3. Click Manage Structure Instances.4. Enter your search value in Structure Instance Code.5. Click Edit to display the Edit Key Flexfield Structure Instance dialog box.

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6. Select the BI Enabled option, then click OK.7. For each flexfield segment instance, repeat steps 5 through 6.8. Click Save.9. Populate the BI Object Name for each of the segment labels:

a. Query the Key Flexfield Code in the Manage Key Flexfields window.b. From the Actions menu, select Manage Segment Labels.c. Populate the BI Object Name for each segment label to be mapped. The BI Object Name for the following

qualified segment labels should not be modified:

Segment Label Code BI Object Name

FA_COST_CTR

Dim - Cost Center

GL_BALANCING

Dim - Balancing Segment

GL_ACCOUNT

Dim - Natural Account Segment

Before you deploy a flexfield, you must access the Chart of Accounts Instance and assign the newlycreated segment label to the appropriate segment in the Chart of Accounts.

d. Click Deploy Flexfield.e. Click Save and Close.

Related Topics

• Considerations for Enabling Key Flexfield Segments for Business Intelligence

• Update Existing Setup Data

Overview of Supported Key FlexfieldsKey flexfields are used to store internally defined codes unique to a particular business, specifying part numbers,general ledger accounts, and other business entities.

Product Area Key Flexfield Dimension

Fixed Assets

Category (CAT#)

Dim - Asset Category

Fixed Assets

Location (LOC#)

Dim - Asset Location

General Ledger

Accounting (GL#)

Dim - Balancing Segment Dim - Cost Center Dim - Natural Account

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Product Area Key Flexfield Dimension

Payroll

Costing

Dim - Costing Segments

Supply Chain Management

Locator

Dim - Inventory Org

Supply Chain Management

Item Category

Dim - Item

Revenue Management

Pricing Dimensions (VRM)

Dim - VRM Segment

Budgetary Control

Budgeting (XCC)

Dim - XCC Segment

Map Non-Qualified Segments to BI ObjectsTo map non-qualified segments that must be mapped and used in analysis, create a new label and associate a BI objectwith the label. Associate this new segment label with the segment code.

To map non-qualified segments to BI objects:

1. In the Setup and Maintenance work area, go to the Manage Key Flexfields task.2. On the Manage Key Flexfields page, search for the appropriate key flexfield code.3. From the Actions menu, select Manage Segment Labels.4. Click the Add Row icon.5. Enter the details for the Segment Label Code, including name, description, and BI Object name. Enter the BI

object names carefully and note whether there is a space between Segment and the number.

This table provides examples of Key Flexfields and associated BI object names.

Key Flexfield BI Object Name

Accounting (GL)

Dim - GL Segment1 through Dim - GL Segment10

Budgetary Control (XCC)

Dim - XCC Segment1 through Dim - XCC Segment10

Revenue Management (VRM)

Dim - VRM Segment 1 through Dim - VRM Segment 10

6. Complete the mapping by assigning unique segment labels to the key flexfields.


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Set Up the GL Accounting FlexfieldsThis topic describes the workflow for setting up Accounting key flexfields, but these steps also apply for other keyflexfields.

• Understanding Accounting Key Flexfields

• Identifying Accounting Key Flexfields

• Assigning Unique Segment Labels

• Performing Column Flattening

• Designating GL Accounting Segment Instances as BI-Enabled

• Deploying Accounting Key Flexfields

Understanding Accounting Key FlexfieldsThe Accounting Key Flexfield is used to identify GL accounts.

A chart of accounts segment is a component of the accounting key flexfield. Each segment has a value set attachedto it to provide formatting and validation of the set of values used with that segment. The combination of segmentscreates the account combination used for recording and analyzing financial transactions. You must set up your Chart ofAccounts (COA) as part of implementing Oracle Applications Cloud.

Examples of segments that may be found in a chart of accounts structure include Company, Cost Center, Department,Division, Region, Account, Product, Program, and Location.

The Natural Account segment of the General Ledger Accounting Key Flexfield defines the account used in the accountcombination to record transactions.

The logical segment dimensions in the Oracle BI metadata are Dim - Cost Center, Dim - Balancing Segment, Dim -Natural Account Segment and all Dim - GL Segmentndimensions. These dimension tables are populated from a Treevalue object or from a Value Set value object. Which value is used depends on whether a tree was associated with thesegment in the Oracle Applications Cloud setup:

• For each segment associated with trees, two value objects are generated (Tree and TreeCode) with the followingnaming structure:

FscmTopModelAM.AccountBIAM.FLEX_TREE_VS_segmentlabel_VI &

FscmTopModelAM.AccountBIAM.FLEX_TREECODE_VS_segmentlabel_VI

• For each segment without trees, one view object is generated with the following naming structure:

FscmTopModelAM.AccountBIAM.FLEX_VS_ XXX_VI

In addition to the segment dimension tables, the BI Extension process also extends Flex BI Flattened VO;FscmTopModelAM.AccountBIAM.FLEX_BI_Account_VI. This view object has a pair of columns for each segment;segmentlabel_ and segmentlabel_c.

For example, for your Cost Center segment which has the segment label FA_COST_CTR, there are two columns in thisview object, named FA_COST_CTR_ and FA_COST_CTR_c.


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Identifying Accounting Key Flexfield SegmentsIdentify and map segments of the chart of accounts.

For each Chart of Accounts (Accounting Key Flexfield) used to analyze Transactional Business Intelligence facts, identifythe segments of the chart of accounts. Map them to the Transactional Business Intelligence GL Accounting Segmentlogical dimensions.

Accounting Key Flexfield Segment Segment Label Transactional Business Intelligence GLAccounting Segment Logical Dimension

Balancing

GL_BALANCING

Dim - Balancing Segment

Natural Account

GL_ACCOUNT

Dim - Natural Account Segment

Cost Center

FA_COST_CTR

Dim - Cost Center

Other segments to be equalized across thecharts of accounts

Other unique segment label

Dim - GL Segment n where n is an integerfrom 1 to 10

Assigning Unique Segment LabelsYou must assign a unique segment label to the charts of accounts segments that are the balancing segments or thenatural account segments. The segments must be also used for specific purposes.

For example, assign the Primary Balancing segment label to the segment used for your company or legal entities. Thatlabel provides a correct recording of intercompany transactions and company analysis. You can assign other segmentlabels when required.

To assign unique segment labels to charts of accounts segments:

1. In the Setup and Maintenance work area, go to the Manage Charts of Accounts task and then navigate to theManage Chart of Accounts page.

2. In the Search section, enter the GL# for the Key Flexfield Code and click the Search button.3. In the Search Results section, select Accounting Flexfield and click the Manage Structures button to navigate

to Manage Key Flexfield Structures.4. In the Search section, enter the chart of accounts code or the name for Structure Code or Name and click the

Search button.5. In the Search Results section, select the chart of accounts and click Edit to navigate to the Edit Key Flexfield

Structure window6. Select the Enabled check box to code-enable the Structure code.7. In the Segments section, select the applicable segments and click Edit to navigate to the Edit Key Flexfield

Segment window.8. Select the Enabled check box to enable the segments.9. In the Segment Labels section, select the unique segment labels to equalize the segments across the charts of

accounts. Click theshuttle to move the segments to the selected list.10. Click Save and Close to return to the Edit Key Flexfield Structure window.11. Click Done to return to the Manage Key Flexfields window.


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Performing Column FlatteningColumn flattening of trees is required in order for OTBI hierarchy analyses to be populated with correct data.

To flatten columns for account hierarchies:

1. In the Setup and Maintenance work area, go to the Manage Trees and Tree Versions task and navigate to theManage Trees and Tree Versions window.

2. In the Search section, enter GL_ACCT_FLEX for the Tree Structure Code and the involved tree code or name,and click Search.

3. In the Search Results section, select the tree version you want to flatten. If the status of the Tree Version isDraft, to make the Tree Version active, select Actions, then Status, and then Active.

4. (Optional): After the tree version is specified, perform an audit on the Tree Version to ensure its integrity beforelaunching the flattening job. Select Actions and then Audit. See the section on working with Trees in theDeveloper's Guide.

5. Choose Column Flattening from the Actions menu.6. Click the Online Flattening button to launch the flattening job immediately. Or, click the Schedule Flattening

button to schedule the flattening job according to your requirements.

Designating GL Accounting Segment Instances as BI-EnabledSpecify the applicable chart of accounts segment instances that are BI-enabled to make them available for use inTransactional Business Intelligence.

To specify the chart of accounts segment instances as BI-enabled:

1. In the Search Results section of the Manage Key Flexfields window, select Accounting Flexfield and click theManage Structure Instances button to navigate to the Manage Key Flexfield Structure Instances window.

2. In the Search section, select the chart of accounts for Structure Name and click the Search button.3. In the Search Results section, select the structure instance and click Edit to navigate to the Edit Key Flexfield

Structure Instance window.4. Check the Enabled check box to code-enable the structure instance.5. In the Segment Instances section, select the segment instances and click Edit to update. Each of the segment

instances must be selected individually.6. Select the Business Intelligence enabled check box in the Edit Key Flexfield Segment pop-up window and click

OK to return to Edit Key Flexfield Structure Instance window.7. After you have enabled all applicable segment instances for Business Intelligence, click Save and Close to save

the changes and return to the Edit Key Flexfield Structure Instance window.8. Repeat steps 2 - 6 for each chart of accounts to enable all the applicable segment instances for Business

Intelligence.9. Click Done to return to the Manage Key Flexfields window.

10. After you have configured all the charts of accounts, click the Deploy Flexfield button to deploy theAccounting Flexfield and make the latest definition available for use.

Deploying Accounting Key FlexfieldsAfter you have set up accounting key flexfields, you must deploy them.

Accounting key flexfields have one of the following deployment statuses:

• Edited: The flexfield definition has not been deployed or changes have been made to the structure, thestructure instances, or the value sets.

• Patched: The flexfield definition has been modified through an update, but the flexfield has not yet beendeployed so the updated definition is not reflected.

• Deployed to Sandbox: The flexfield is deployed and available in a flexfield-enabled sandbox.


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• Deployed: The flexfield definition is deployed and available to end users.

• Error: The deployment attempt failed.

To deploy accounting key flexfields:

1. In the Setup and Maintenance work area, go to the Manage Chart of Accounts task.2. Click Search.3. Locate the Deployment Status column.4. Click the icon.5. Select Edited.6. Click Deploy Flexfield.7. Monitor the Deployment Status and when it reaches 100% click OK.8. Verify that a check mark displays in the Deployment Status column.9. Click Done.

Configure Descriptive Flexfields for TransactionalBusiness Intelligence

Overview of Transactional Business Intelligence Configuration ofDescriptive FlexfieldsConfigure descriptive flexfields to track unique information not typically found on business forms.

Descriptive flexfields can store several important details on a form without cluttering it. For example, several details maymake an asset form heavy and unmanageable. However, the user still needs to access those details and therefore, theymust be present on the form. In such cases, descriptive flexfields are convenient to use and are easy to manage.

Descriptive flexfields provide a way for you to add attributes to entities and to define validation and display propertiesfor them. A descriptive flexfield is a logical grouping of attributes (segments) that are mapped to a set of extensioncolumns which are shipped as part of Oracle Applications Cloud tables.

Configure Descriptive Flexfield SegmentsIf a descriptive flexfield is enabled for Oracle Business Intelligence, you can enable global and context segments forOracle Business Intelligence, and you can select segment labels. Not all descriptive flexfields are supported for BusinessIntelligence.

Configuring a Descriptive Flexfield SegmentIf a descriptive flexfield is enabled for Oracle Business Intelligence, you can enable global and context segments forOracle Business Intelligence, and you can select segment labels. Not all descriptive flexfields are supported for BusinessIntelligence.

To configure available descriptive flexfield segments:

1. In the Setup and Maintenance work area, go to the Manage Descriptive Flexfields task.2. If the BI Enabled option is cleared, select it.3. Select the options for deployment of the descriptive flexfields.


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Set Descriptive Flexfields as BI-EnabledIf a descriptive flexfield is already defined, you can enable it for use in Business Intelligence reports. Not all descriptiveflexfields are supported for Business Intelligence.

Setting a Flexfield as BI-Enabled1. In the Setup and Maintenance work area, go to the Manage Descriptive Flexfields task.2. Navigate to the Edit Descriptive Flexfields window.3. Enter the descriptive flexfield name.4. Check the BI Enabled option on the desired descriptive flexfields. If the option is unavailable, the flexfield is a

non-supported entity.5. Click OK.6. Click Save.

Configure Extensible Flexfields for TransactionalBusiness Intelligence

Configure Extensible FlexfieldsYou can use extensible flexfields to configure more segments.

An extensible flexfield is similar to a descriptive flexfield in that it provides an expansion space that you can use toconfigure additional attributes (segments) without additional programming. As with descriptive flexfields, each segmentis represented in the database as a single column. However, with extensible flexfields, the context values and context-sensitive segments are stored in an extension table.

Categories and ContextsYou can combine and arrange the segments into attribute groups that are tailored to your specific needs. For example,you can group related segments so that they appear together on the page. The attribute groups are referred to ascontexts. You can optionally set up an extensible flexfield to enable categorization of contexts.

You can add contexts and segments to extensible flexfields just like the descriptive flexfields. To see the extensibleflexfields in analyses, you need to deploy them and then run the BI Extender Essbase scheduled process.

Configuring Extensible FlexfieldsTo configure extensible flexfields:

1. In the Setup and Maintenance work area, go to the Manage Extensible Flexfield task.2. Search for the EFF you want to configure, then select it and click the Edit icon.3. In the Edit Extensible Flexfield dialog, highlight the category Display Name, then select Manage Contexts.4. In the Manage Context dialog, search for the context that contains the segment you want to configure,

highlight it, then click the Edit icon.5. In the Edit Context dialog, click the Edit icon.


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6. Edit the segment, as required, then click Save.

Related Topics• Flexfield Usages

Set Extensible Flexfields as BI-EnabledExtensible flexfields are BI enabled if at least one segment in a context is BI enabled.

Setting Extensible Flexfields as BI-EnabledTo set extensible flexfields as BI-enabled:

1. In the Setup and Maintenance work area, go to the Manage Extensible Flexfields task.2. Enter the extensible flexfield name; for example, Organization Information EFF.3. Select the applicable extensible flexfield, and then click Edit.4. Select the applicable Category. The category contexts are populated automatically.5. Click Manage Contexts6. In the Edit Context page, select the applicable Context, and then click Edit.7. Select the applicable Segment, and then click Edit.8. In the Edit Segment page, select the BI Enabled check box.9. Click Save.

Overview of the Essbase Rule File and CubesGenerate the Essbase rule file by running the Create Rules XML File for BI Extender Automation scheduled process.

The Essbase rule file must be generated for all Oracle Essbase cubes mapped in the repository file (RPD).

Job Status ConditionsThe process status displays one of these conditions.

• INIT: The process has just begun and is waiting for the extender command line JAR to update the status withmore details.

• COMPLETED_NO_EXTENSION_NEEDED: No new Flexfield changes were detected in any of the OracleApplications Cloud sources; because the RPD is already synchronized with all Flexfield changes, no changeswere made in the RPD.

• COMPLETED: The RPD was successfully updated with Flexfield changes and uploaded into the Oracle BusinessIntelligence server.

• FAILED: Error conditions exist which require manual intervention.

Related Topics• Submit Scheduled Processes and Process Sets

Import Changes to Flexfields Automatically

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Import Flexfield Changes AutomaticallyTo import flexfield changes, run the Import Oracle Fusion Data Extensions for Transactional Business Intelligencescheduled process. Running the process disconnects all users from the server. Don't run this process when maintenanceoperations or updates are being performed on the server.

Running the ProcessTo run the process:

1. In the Scheduled Processes window, select Search and Select: Name.2. Select Search and Select: Name.3. Highlight Import Oracle Fusion Data Extensions for Transactional Business Intelligence.4. Click OK.5. Schedule to run the process.

Process Status ConditionsThe process status displays one of the following conditions:

• INIT: The process has just begun and is waiting for the extender command line JAR to update the status withmore details.

• COMPLETED_NO_EXTENSION_NEEDED: No new flexfield changes were detected in any of the OracleApplications Cloud sources; because the Oracle Business Intelligence is already synchronized with all flexfieldchanges, no changes were made in the Oracle Business Intelligence.

• COMPLETED: Oracle Business Intelligence was successfully updated with flexfield changes and uploaded intothe Oracle Business Intelligence Server.

• COMPLETED: PROCESS_ERRORS: Oracle Business Intelligence was updated with the flexfield changes but withsome warnings that require manual intervention.

• FAILED: Error conditions exist that require manual intervention.

Successful Import ProcessIf the import process is successful, you can perform the following actions:

• Query subject areas by segment dimensions such as Balancing Segment and Cost Center.

• Access DFF attributes for analyses.

• Use the General Ledger - Balances Real Time subject area to query Oracle Essbase cubes.

Disable Flexfields as BI-Enabled

Overview of Flexfield BI-DisablementIf you created a flexfield that you no longer want to use or report against, you can disable the flexfield as BI-enabled.

There may be times, such as during development phases, when you try using a flexfield and later determine it is nolonger needed.


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Note: If you are considering disabling flexfields, keep in mind that any flexfields created in Oracle Applications Cloudmust be designated as BI-enabled to be exposed in Transactional Business Intelligence. If you disable a flexfield, itcannot be deployed. Also, error conditions may occur if you disable a descriptive flexfield that has been implementedin BI Applications. If error conditions arise from disabling flexfields as BI-enabled, troubleshooting the errors can bedifficult and time-consuming.

Disable Key Flexfields as BI-EnabledIf you created a flexfield that you no longer want to use or report against, you can disable the flexfield as BI-enabled.

If you are considering disabling key flexfields, keep in mind that any flexfields created in Oracle Applications Cloud mustbe designated as BI-enabled to be exposed in Transactional Business Intelligence.

Disabling Key FlexfieldsTo disable key flexfields as BI-enabled:

1. In the Setup and Maintenance work area, go to the Manage Key Flexfields task.2. Enter your search value in Key Flexfield Code.3. Click Manage Structure Instances.4. Enter your search value in Structure Instance Code.5. Click Edit. The Edit Key Flexfield Structure Instance dialog box displays.6. In Edit Key Flexfield Segment Instance, deselect the BI Enabled option.7. Click OK, then Save.

Disable Descriptive Flexfields as BI-EnabledIf you created a flexfield that you no longer want to use or report against, you can disable the flexfield as BI-enabled.

If you are considering disabling descriptive flexfields, keep in mind that any flexfields created in Oracle ApplicationsCloud must be designated as BI-enabled to be exposed in Transactional Business Intelligence.

Disabling Descriptive FlexfieldsTo disable descriptive flexfields as BI-enabled:

1. In the Setup and Maintenance work area, go to the Manage Descriptive Flexfields task.2. Enter the Descriptive Flexfield Name.3. Deselect the BI Enabled option on the desired descriptive flexfields.4. Click OK, then Save.

Disable Extensible Flexfields as BI-EnabledIf you created a flexfield that you no longer want to use or report against, you can disable the flexfield as BI-enabled.

If you are considering disabling extensible flexfields, keep in mind that any flexfields created in Oracle ApplicationsCloud must be designated as BI-enabled to be exposed in Oracle Transactional Business Intelligence.


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Disabling Extensible FlexfieldsTo disable extensible flexfields as BI-enabled:

1. In the Setup and Maintenance work area, go to the Manage Extensible Flexfields task.2. Enter the extensible flexfield Name; for example, "Organization Information EFF."3. Select the applicable extensible flexfield and click Edit to navigate to Edit Extensible Flexfield.4. Select the applicable Category. The category contexts are populated automatically.5. Click Manage Contexts to navigate to Manage Contexts.6. Select the applicable Context and click Edit to navigate to Edit Context.7. Select the applicable Segment and click Edit to navigate to Edit Segment.8. Deselect the BI Enabled option.9. Click Save.

Dimensions Supported by Descriptive Flexfields

Descriptive Flexfields for Oracle Project Portfolio ManagementThe table below lists the descriptive flexfields and the subject areas in which you can use these flexfields. To view thedescriptive flexfield columns, navigate to the appropriate folder within the relevant subject area.

Flexfield Subject Area Folder

PJB_ INVOICE_ HEADERS_FLEX


Invoice Details

PJB_ INVOICE_ LINES_FLEX


Invoice Details

PJB_ BILLING_ EVENTS_FLEX

• Project Billing - Event Real Time• Project Billing - Invoices Real Time• Project Billing - Revenue Real Time

Event Details

PJC_ EXP_ ITEMS_ DESC_FLEX

• Project Costing - Actual Costs RealTime

• Project Costing - Expenditure ItemPerformance - Real Time

For Actual Costs:

• Expenditure Item and CostDistribution Details

For Expenditure Item Performance:

• Expenditure Item Details

PROJECTS_ STD_ COST_ COLLECTION



For Actual Costs:

• Expenditure Item and CostDistribution Details


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For Expenditure Item Performance:

• Expenditure Item Details

PJC_ TXN_ XFACE_ DESC_FLEX


Unprocessed Transaction Details

PJF_ EXP_ CATEGORIES_ DESC_FLEX

• Project Billing - Invoices Real Time• Project Costing - Actual Costs Real

Time• Project Costing - Commitments

Real Time• Project Costing - Expenditure Item

Performance - Real Time• Project Costing - Unprocessed

Transactions Real Time• Project Costing - Assets Real Time

Expenditure Type

PJF_ EXP_ TYPES_ DESC_FLEX

• Project Billing - Invoices Real Time• Project Costing - Actual Costs Real




Transactions Real Time• Project Costing - Assets Real Time• Projects - Labor Distribution Cost

Analysis Real Time• Projects - Labor Schedule Analysis

Real Time

Expenditure Type

PJF_ NONLAB_ RES_DESC_FLEX



• Project Costing - UnprocessedTransactions Real Time

Nonlabor Resource

PJF_ PROJECTS_ DESC_FLEX

• Project Billing - Event Real Time• Project Billing - Funding Real Time• Project Billing - Invoices Real Time• Project Billing - Revenue Real Time• Project Control - Budgets Real Time• Project Control - Forecasts Real

Time• Project Control - Progress Real

Time• Project Costing - Actual Costs Real


Real Time

Project


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• Project Costing - Assets Real Time• Project Management - Change

Management Real Time• Project Management - Opportunity

Integration Real Time• Project Management - Planning

Real Time• Project Management - Project

Hierarchy Real Time• Project Management - Project

Resources Real Time• Project Management - Project Work

Items Real Time• Project Management -

Requirements Real Time• Project Management - Task

Management Real Time• Project Management - Baseline

Versions Real Time• Project Resource Management -

Resource Management Real Time• Projects - Cross Subject Area

Analysis - Real Time• Projects - Grants Management -

Award Analysis Real Time• Projects - Grants Management -

Award Funding Real Time• Projects - Performance Reporting

Real Time• Projects - Labor Distribution Cost


Real Time

PJF_ PROJECT_ TYPES_ DESC_FLEX








Project Type Attributes


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• Projects - Cross Subject AreaAnalysis - Real Time

• Projects - Grants Management -Award Analysis Real Time

• Projects - Grants Management -Award Funding Real Time

• Projects - Performance ReportingReal Time

• Projects - Labor Distribution CostAnalysis Real Time

• Projects - Labor Schedule AnalysisReal Time

PJF_ TASK_ STRUCTURE_DFF







Transactions Real Time• Project Costing - Assets Real Time• Project Management - Planning

Real Time• Project Management - Project Work

Items Real Time• Project Management -

Requirements Real Time• Project Management - Task

Management Real Time• Project Management - Baseline

Versions Real Time• Projects - Cross Subject Area

Analysis - Real Time• Projects - Performance Reporting



Real Time

Task


• Project Costing - Assets Real Time Asset Task

PJF_ TASK_ STRUCTURE_DFF • Project Costing - Assets Real Time Asset Line Task


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• Project Billing - Event Real Time• Project Billing - Invoices Real Time• Project Billing - Revenue Real Time

Associated Task

PJF_ WORK_ TYPES_ DESC_FLEX


• Project Costing - CommitmentsReal Time





Work Type

PJO_ PLANNING_ OPTIONS_DFF


Budget Version Planning Options

PJO_ PLANNING_ OPTIONS_DFF


Forecast Version Planning Options

PJO_ PLAN_ LINES_DFF


Budget Line Record Information

PJO_ PLAN_ LINES_DFF


Forecast Element Details

ContractHeaderFlexfield

• Project Billing - Event Real Time• Project Billing - Funding Real Time• Project Billing - Invoices Real Time• Project Billing - Revenue Real Time• Project Costing - Actual Costs Real

Time• Project Costing - Expenditure Item

Performance - Real Time• Projects - Cross Subject Area


Award Funding Real Time• Projects - Labor Distribution Cost


Real Time

Project Contract Header Details

ContractHeaderFlexfield


Associated Project Contract HeaderDetails

OKC_ LINES_ DESC_FLEX

• Project Billing - Event Real Time• Project Billing - Funding Real Time• Project Billing - Invoices Real Time

Project Contract Line Details


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• Project Billing - Revenue Real Time• Project Costing - Actual Costs Real




Award Funding Real Time

OKC_ LINES_ DESC_FLEX


Associated Project Contract Line Details

PJB_ BILL_ PLANS_ DESC_FLEX

• Project Billing - Event Real Time• Project Billing - Funding Real Time• Project Billing - Invoices Real Time• Project Billing - Revenue Real Time• Project Costing - Actual Costs Real





Contract Line Billing Details

PJB_ BILL_ PLANS_ DESC_FLEX


Associated Contract Line Billing Details

PJF_ CLASS_ CATEGORIES_ DESC_FLEX







Transactions Real Time• Project Costing - Assets Real Time• Projects - Cross Subject Area




Real Time

Project Classification


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PJF_ CLASS_ CODES_ DESC_FLEX







Transactions Real Time• Project Costing - Assets Real Time• Projects - Cross Subject Area






Real Time


PJF_ PROJECT_ CLASS_ CODE_DESC_FLEX










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• Projects - Grants Management -Award Analysis Real Time


• Projects - Performance ReportingReal Time



GMS_ AWARD_ PERSONNEL_DFF


Personnel

GMS_ AWARD_ PROJECTS_DFF


Award Project

GMS_ INSTITUTIONS_ DFF

• Project Billing - Invoices Real Time• Project Billing - Revenue Real Time• Project Control - Budgets Real Time• Project Costing - Actual Costs Real


Real Time• Project Costing - Unprocessed

Transactions Real Time• Projects - Grants Management -


Institution

GMS_ AWARD_ HEADERS_DFF

• Project Billing - Invoices Real Time• Project Billing - Revenue Real Time• Project Control - Budgets Real Time• Project Costing - Actual Costs Real


Real Time• Project Costing - Unprocessed

Transactions Real Time• Projects - Grants Management -


Award Funding Real Time• Projects - Cross Subject Area

Analysis - Real Time• Projects - Labor Distribution Cost


Real Time

Award

GMS_ FUNDING_ SOURCES_DFF

• Project Control - Budgets Real Time• Project Costing - Actual Costs Real

Time

Award Funding Source


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• Project Costing - CommitmentsReal Time






PJR_ RESOURCE_ REQUEST_DFF

Project Resource Management - ResourceManagement Real Time

Project Request Details


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5 Analytics Modification

Overview of Analytics Creation and ModificationYou can edit and create your own analytics on your transactional data. The predefined analyses and dashboards helpanswer many of your business questions. But you can also create your own to meet your requirements.

Note: You can't use Direct Database Query in your analysis. Direct Database Query isn't supported in SaaS OTBI. Tocreate a direct database SQL report, you can create a BI Publisher SQL data model and then create a report.

This table lists a few examples.

Task Example

Create an analysis

Your team needs a simple list of all your accounts, sorted by account ID. You include theaccount name, ID, and address in a new analysis, and sort the ID column.

Create a view

A predefined analysis has a bar graph. You save a new version of the analysis with a table viewadded to the graph.

Create a view selector

You later decide you want to toggle between viewing a table and a graph. You add a viewselector that includes the table and graph views.

Edit a dashboard prompt

A predefined dashboard has a Start Date prompt. You make a copy of the dashboard andreplace Start Date with a date range prompt.

Create a dashboard

You create a dashboard that includes an analysis and a report, which you can view together.You also add a dashboard prompt to filter both the analysis and the report.

Tip: When you create or edit analyses, you can use a wizard in the Reports and Analytics work area and panel tab.

Flexfield AttributesAdministrators can modify the business intelligence (BI) repository to determine the columns available for you to use inanalyses.

• They enable flexfields (which support attributes) for BI, and import them into the repository.

• After administrators import the flexfields, you can select the flexfield attributes to include in your analyses.

Related Topics

• How Data Is Structured for Analytics

• Overview of Flexfield Use in Analyses

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Analyses

Create and Edit Analyses Using a WizardUse the wizards to quickly create and edit your analytics. You can use a wizard to create and edit most of your analytics,for example to select columns, add filters or views. You can also use advanced business intelligence features to create oredit dashboards or manage analyses and other objects in the catalog.

Create an Analysis

1. Click Tools > Reports and Analytics in the Navigator.2. In the Reports and Analytics work area or the Reports and Analytics panel tab (if available), click Create and

select Analysis.3. Select the subject area with columns you want to include.4. Optionally, click Add/Remove Subject Areas and, in the Add/Remove Subject Areas dialog box, select more

subject areas or remove any that you no longer need, then click OK.5. Select the columns to include, set options for each column, and click Next.6. Optionally, enter a title for the analysis.7. Select the type of table or graph to include, specify the layout of the views, and click Next.

Note: At any point after this step, you can click Finish to go to the last step, to save your analysis.

8. Optionally, set more options for the table or graph, and click Next.9. Optionally, add sorts or filters based on any of the columns you included, and click Next.

10. If you have a table, optionally define conditional formatting for select columns, for example to display amountsover a certain threshold in a particular color. Click Next.

11. Enter the name of your analysis and select a folder in the Custom folder or My Folder to save it in.12. Click Submit.

Edit an Analysis

1. Click Tools > Reports and Analytics in the Navigator.2. Select your analysis and edit it. In the Reports and Analytics work area, click More for the analysis and select

Edit. In the Reports and Analytics panel tab, click the analysis, then click Edit.3. Perform steps 4 through 10 from the preceding Create an Analysis task, as needed.4. To update an existing analysis in the Custom folder, select the same name in the same folder. To save this

analysis as a new copy, either name it with a new name or save it in a new folder in the Custom folder.5. Click Submit.

Related Topics

• Where to Save Analytics and Reports


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Manage Analytics with Advanced FeaturesWizards are an easy way to create or edit analyses. But you might have to use advanced features for complicatedanalyses or specific requirements. For example, you can create view selectors so that users can toggle between viewswithin an analysis, or define criteria for filters using SQL statements.

You can also perform other actions on analyses, for example delete them or copy and paste them within the businessintelligence catalog.

How to Create and Edit Analytics

1. In the Reports and Analytics work area or the Reports and Analytics panel tab (if available), click the BrowseCatalog button.

2. Click the New button, select Analysis in Analysis and Interactive Reporting, and select a subject area.

Or, select your analysis in the catalog and click Edit.3. This table lists the ways you can use the tabs.

Tab Task

Criteria

Select and define the columns to include. Add filters.

Results

Add views and set options for results.

Prompts

Define prompts to filter all views in the analysis.

Advanced

View or update the XML code and logical SQL statement that the analysis generates. Set options related to query performance.

Note: To create an analysis using SQL in the Advanced tab, you must be a BusinessIntelligence Administrator or have the Create Analysis From Simple SQL privilege.

4. Save your analysis.

More Actions on Analytics

1. In the Reports and Analytics work area or the Reports and Analytics panel tab (if available), select your analysisand click Action and select More..

2. Click More for your analysis and select the action you want, for example Delete or Copy.

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Create Analysis to View Resource Qualifications from HCMCreate a resource qualification analysis in the Reports and Analytics work area to view real-time qualifications forproject resources from the Human Capital Management (HCM) application.

When you create a resource qualification analysis, you select the Resource Name and Resource Qualification columnsto display the qualifications associated to the resource. Resource Name and Resource Qualification dimensions are validfor the various facts associated with the Project Resource Management - Resource Management Real Time subjectarea. When you use Oracle Transactional Business Intelligence (OTBI) for a cross-dimension query, OTBI selects thefact column from the implicit fact column defined for a subject area to display the result. For the Project ResourceManagement - Resource Management Real Time subject area, the implicit fact column defined is # of Requests.Hence, OTBI displays the qualifications from the requests to which the resource is associated and not from the HCMapplication. For the analysis to display the qualifications as defined in their HCM Talent Profile, you must add the # ofQualifications column that is the relevant measure.

Creating a Resource Qualification Analysis

1. Navigate to the Reports and Analytics work area.2. Click Browse Catalog.3. From the New menu, click Analysis.4. From Select Subject Area window, click Project Resource Management - Resource Management Real Time.5. In the Subject Area pane, expand:

a. Resource folder and double-click Resource Name.b. Qualification folder and double-click Qualification Name.c. Project Resource Supply folder and double-click # of Qualifications.

6. In the Selected Columns section, from the Resource Name column criteria, click Filter.7. In the New Filter window, select a resource from the Value list, and click OK.8. In the Selected Columns section, from the # of Qualifications column criteria, click Column Properties.9. On the Column Format tab, select the Hide check box and click OK to hide the # of Qualifications column in the

analysis.10. Click Save Analysis.11. By default, the application selects the My Folders folder. Enter a name for your analysis, such as Resource

Qualification Analysis, in the Name field.12. Click Catalog menu.13. Expand My Folders and open the Resource Qualification Analysis. The analysis contains the following details

for your selected resources:

◦ Resource Name

◦ Qualification Name

How can I provide access to a custom analysis or report to multipleusers?By default, shared analyses and reports are owned by the duty role of the user who created them. All users with thatduty role are able to view, modify, and save the objects.



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Cross-Subject Area Joins

Overview of Cross-Subject Area JoinsYou can create analyses that combine data from more than one subject area, or cross-subject area analyses. Reviewguidelines for creating these joins in MyOracle Support (Doc ID 1567672.1). Cross-subject area analyses can be classifiedinto three broad categories:

• Using common dimensions.

• Using common and local dimensions.

• Combining more than one result set from different subject areas using set operators such as union, union all,intersection and difference.

Common DimensionsA common dimension is a dimensional attribute that exists in all subject areas in the analysis. These dimensions areconsidered common dimensions between subject areas and can be used to build a cross-subject area report.

Common and Local DimensionsA local dimension is available only in one of the combined subject areas in a cross-subject area query.

Create a Cross-Subject Area AnalysisTo create a cross-subject area analysis, include a measure from each subject area to support the join if it uses a localdimension. You can hide the measure in the results if you don't want it to appear in your analysis.

How to Create a Cross-Subject Area Analysis

1. In the Reports and Analytic work area, click Browse Catalog.2. Click New and select Analysis3. Select a subject area.4. In the Criteria tab, expand the dimensions and add a column to the analysis.5. In the Subject Areas region, click Add/Remove Subject Areas.6. In the Subject Area region of the Criteria tab, expand the dimensions and add a column to the analysis.7. If the column is a local dimension, add a measure from the subject area. In any join query, you must add at

least one measure from all subject areas involved, otherwise unexpected results or errors might occur. If it'spreferable to hide the measure in your analysis, select its Column Properties, and in the Column Format tab ofthe Column Properties dialog box, select the Hide check box and click OK.

8. If you're using a local dimension, in the Advanced tab, navigate to the Advanced SQL Clauses section, selectShow Total value for all measures on unrelated dimensions, then click Apply SQL.

9. Click the Results tab to see the analysis results.10. Click the Criteria tab again to return to the analysis definition.



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Dashboards

Create and Edit DashboardsYou can create and edit dashboards and define their content and layout to organize your analytics and other objects tocreate meaningful and navigable palettes of information. In addition to objects in the business intelligence (BI) catalog,such as analyses, reports, and prompts, you can add text, sections, and more to a dashboard.

Create a Dashboard

1. Open the Reports and Analytics work area, or the Reports and Analytics panel tab (if available).2. Click Browse Catalog.3. Click New and select Dashboard.4. Enter the dashboard's name and description, and select a folder to save in.5. With the Add content now option selected, click OK.6. Optionally, add more pages, or tabs, within the dashboard.7. Bring items from the Dashboard Objects or Catalog pane to add content to a page.8. Click Save.

Note: The first dashboard page is saved with the page 1 name by default. To rename this page:1. Click the Catalog link.2. In the Folders pane, select your dashboard.3. For page 1, click More and select Rename.4. Enter the new name and click OK.

Edit a Dashboard

1. In the Reports and Analytics work area or the Reports and Analytics panel tab (if available) select yourdashboard in the pane and click More.

2. Select your dashboard in the pane and click More.3. Click Edit.4. Perform steps 6 and 7 from the preceding Creating Dashboards task, and make other changes as needed, for

example:

◦ Remove content from the dashboard.

◦ Move content around.

◦ Change the layout of a page.

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FAQs




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What are subject areas, dimensions, attributes, facts, and metrics?Information for your analytics is grouped into related functional areas called subject areas that contain fact anddimension folders with metrics and columns you can add to your analyses.

Dimension folders include the grouping of dimensional attributes for the subject area. Columns (such as date of birthor name) that are grouped for a dimension are known as attributes. Fact folders contain formulas for getting calculatednumeric values, such as counts, sums, and percentages.

What's the relationship between dimensions and fact in a subjectarea?A subject area is based around a single fact. The dimensions are all related to each other through the fact only. The factis automatically included in any query that's created, even if none of the measures in the fact appear in the analysis.

What's a common dimension?A common dimension is shared across multiple subject areas. For example, Time, Department, and Location arecommon dimensions. When constructing a cross-subject area analysis, only common dimensions can be used.

How can I determine which dimensions are shared across twosubject areas?If the dimensions exist in both subject areas, they're common dimensions, and are often among the first folders in asubject area. You can join any subject areas you have access to in Answers, but analyses are subject to the normalizeddata structure. Unless the underlying tables are joined by design, joining subject areas in Answers results in errors.

How can I identify subject areas to create analyses?All OTBI subject area names end with the words "Real Time".

Can I change the columns in subject areas?You can use only the available subject areas and their dimensions and facts. You can use other The data elements thatare provided out of the box are the only ones that the customers can make use of. You can potentially use BI-enabledflexfields to analyze any column in the transactional tables.



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Do analyses query transactional tables to display data?Analyses run real-time queries of transactional tables through View Objects. Oracle Fusion data security, flexfields, userinterface hints, lists of values, and other metadata are delivered through the View Objects.

What's a dashboard?A dashboard is a container page to display analyses, reports, and other objects. Administrators can create shareddashboards for groups of users with common responsibilities or job functions. Personalized views can be created basedon a user's permissions.

Why can't I see the current set of active project and task codes inmy analyses?When project application administrators create new project or task codes, the codes don't appear in the OTBI subjectareas. The administrator must first clear the internal business intelligence (BI) server cache for the codes to display inthe OTBI subject areas. Running a SQL command clears the BI server cache.

Follow these steps to clear the cache.

1. Navigate to the Reports and Analytics work area.2. Click Browse Catalog.3. On the Oracle BI Catalog page, in the global header, click the Administration link.4. On the Administration page, click the Issue SQL link.5. In the Issue SQL command window, enter the below command:

call SAPurgeInternalCache('1');

6. Click Issue SQL.7. Close all your browser sessions and log in again. You can now see the new project and task codes in the OTBI

subject areas.


Chapter 6Reports Modification

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6 Reports Modification

Overview of Business Intelligence PublisherOracle Business Intelligence (BI) Publisher enables you to author, generate, and deliver all types of highly formatteddocuments and operational reports. You can use familiar office desktop tools to create rich text format (.rtf) documentsand reports against any data source. You can view reports, schedule them to run, and distribute them to predefineddestinations.

A BI Publisher report consists of one or more .rtf layouts, a reference to a data model, and a set of properties. A reportmay also include style templates and subtemplates, which allow reusability of functionality and maintain consistency ofdesign. In the logical architecture depicted in the figure, the report includes a data model and a layout, and the layoutreferences two style templates in the catalog which in turn reference subtemplates.

In the BI Publisher logical architecture, the data model accesses data sources and the layout and its optional styletemplate and subtemplates determine the formatting of the report output, which can include email, print, fax, or files,and others. The layout is designed using common office applications, for example Microsoft Word and Excel and AdobeAcrobat and Flash, among others.

Files

Layout

Word, Excel, PDF, Flash, other layout tools

Fax

Printer

Email

TemplateLayout

Template

SubtemplateStyle Template

Data Model

SubtemplateSubtemplate



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Style TemplatesA style template is a .rtf template that contains style information that can be applied to report layouts.

A style template is a .rtf template that contains style information that can be applied to report layouts at runtime toachieve a consistent look and feel across your enterprise reports. You associate a style template to a report layout in thereport definition. Using a style template has the following benefits:

• Enables the same look and feel across your reports

• Enables consistent header and footer content, such as company logos, headings, and page numbering

• Simplifies changing elements and styles across all reports

Use style templates to define paragraph and heading styles, table styles, and header and footer content.

Paragraph and Heading StylesWhen the named style is used in a report layout, the report layout inherits the following from the style templatedefinition:

• font family

• font size

• font weight (normal, bold)

• font style (normal, italic)

• font color

• text decoration (underline or strike through)

Table StylesStyle elements inherited from the table style definition include:

• font style

• border style

• line definition

• shading

• text alignment

Header and Footer ContentThe header and footer regions of the style template are applied to the report layout. This includes images, dates, pagenumbers, and any other text-based content. If the report layout also includes header and footer content, then it isoverwritten.



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SubtemplatesA subtemplate is a piece of formatting functionality in .rtf or .xsl format that can be defined once and used multipletimes within a single layout template or across multiple report layout template files. Rich Text Format (RTF)subtemplates are easy to design using native features in Microsoft Word, while subtemplates using ExtensibleStylesheet Language (XSL) can be used for complex layout and data requirements. Both .rtf and .xsl subtemplates arestored in the business intelligence catalog as a subtemplate object, and both can be called from .rtf layout templates.

Some common uses for subtemplates include:

• Reusing a common layout or component (such as a header, footer, or address block)

• Handling parameterized layout

• Handling dynamic or conditional layouts

• Handling lengthy calculations or reusing formulas

RTF SubtemplatesAn RTF subtemplate is an RTF file that consists of one or more <?template:?> definitions, each containing a block offormatting or commands, that when uploaded to Business Intelligence (BI) Publisher as a subtemplate object in thecatalog can be called from within another RTF template.

XSL SubtemplatesAn XSL subtemplate is an XSL file that contains formatting or processing commands in XSL for the Business IntelligencePublisher formatting engine to execute. Use an XSL template to include complex calculations or formatting instructionsnot supported by the RTF standard.

How You Create and Edit ReportsUse reports to generate and print documents for internal operations, external business transactions, or legalrequirements. To meet specific requirements, you must create or edit reports to capture different data, or present datain another way.

Report ComponentsEach report has components that you can modify, as described in this table:

Report Component Description Tool for Modifying

Data model

Defines the data source, data structure,and parameters for the report. Multiplereports can use the same data model.Each report has one data model.

Data model editor in the application



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Report Component Description Tool for Modifying

Layout

Defines the presentation, formatting, andvisualizations of the data. A report canhave multiple layouts. Different types oflayout templates are available, for exampleExcel and RTF.

Depending on the template file type:

• XPT: Layout editor in theapplication

• RTF: Microsoft Word• PDF: Adobe Acrobat Professional• Excel: Microsoft Excel• eText: Microsoft Word

Properties

Specifies formatting and other settings forthe report.

Report editor in the application

What You Can Create or EditThis table gives just a few examples of creating or editing reports.

Task Example

Edit the layout of a report.

Add your company logo to the report output.

Add a new layout to a report.

Design a new layout template that provides less detail than the existing template.

Edit a data model.

Add two fields to the data model used by a report so you can add those new fields to a layoutfor the report.

Create a new report based on a newdata model.

Create a new data model based on data from an external system, and create reports using thedata model.

Related Topics

• Modify Data Models

How You Access and Modify Report ComponentsTo create or edit reports, you must access the business intelligence (BI) catalog. In the catalog, objects of type Reportrepresent the report definition, which includes report properties and layouts. Data models are separate objects in thecatalog, usually stored in subfolders called Data Models.

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Accessing the BI CatalogYou can access the BI catalog in any of the following ways:

• In the Reports and Analytics work area, click Browse Catalog to open the BI catalog, and find your report ordata model in the Folders pane.

• In the Reports and Analytics work area, find your report and select More to go to the report directly in thecatalog. The data model associated with the report should be in the Data Models subfolder within the samefolder as the report.

• Sign in to the application directly (for example: http://host:port/analytics/saw.dll) to open the catalog.

• Sign in to the BI Publisher server directly (for example: http://hostname.com:7001/xmlpserver) to open thecatalog.

◦ Alternatively, once you are in the catalog using another method, for example, through the Reportsand Analytics work area, change the final node of the URL. For example, change (http://host:port/analytics/saw.dll) to xmlpserver. So the URL you use would be: http://host:port/xmlpserver.

Predefined ReportsA special Customize option is available only:

• For predefined reports, not data models.

• Through direct access to the BI Publisher server using the /xmlpserver URL. When you find your report in the BIcatalog, select Customize from the More menu.

The Customize option automatically creates a copy of a predefined report and stores it in the Shared Folders > Customfolder within the catalog. The new report is linked to the original, so that when users open or schedule the original, theyare actually using the copied version.

If you don't have access to the Customize option or don't want the original version linked to the new report, make a copyof the predefined report and save it in the Custom folder.

Predefined Data ModelsDon't edit predefined data models. Instead, copy the data model into the Custom folder and edit the copy. You can'tcreate a new data model based on the transactional tables.

Related Topics


• What happens to modified analytics and reports when a release update is applied

How You Modify Copies of Predefined ReportsThe Customize option automatically creates a copy of a predefined report and stores it in the Shared Folders > Customwithin the business intelligence (BI) catalog. The copy includes the report definition, folder structure, and original reportpermissions, and is linked internally to the original report. You can edit the copy of the report, leaving the original reportintact. When users open or schedule the original report, they are actually using the newer version.


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Benefits of the Customize OptionIn addition to conveniently copying a predefined report to the Custom folder, the Customize option:

• Makes it unnecessary to update processes or applications that call the report. For example, if the original reportis set up to run as a scheduled process, you don't need to change the setup. When users submit the samescheduled process, the newer report runs instead of the original.

• Automatically copies the security settings of the original report.

• Removes the risk of patches overwriting your edits. If a patch updates the original report, the newer report isnot updated in any way.

Note: The report still references the original data model. The data model is not copied. A patch thatupdates the data structure of the data model might affect your report.

Accessing the Customize OptionTo access the Customize option:

1. Sign in to the BI server (for example, http://hostname.com:7001/xmlpserver).2. In the Folders pane, select the predefined report.3. Select Customize from the More menu for the report.4. The copied report in the Custom folder opens, so proceed to edit this report.

To edit the copied report again later, you don't need to be in the BI server. Just go to the BI catalog and either:

• Select the Customize or Edit option for the original report.

• Find your report in the Custom folder and select Edit.

Related Topics



How Links Between Original and Modified Reports AreManagedThe Customize option for predefined reports creates a copy of the report that is linked to the original. Consider thefollowing points when you work with both the original and modified versions.

Maintaining the Link Between ReportsThe link between the predefined and modified report is based on the name of the modified report and its locationwithin the Custom folder in the business intelligence (BI) catalog.

• If you manually create a report with the same name as a predefined report, and give it the same folder path inthe Custom folder, then the new report becomes a version of the original. It would be as if you had used theCustomize option to create a copy of the predefined report.





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• You can edit the report so that it uses a different data model. But if the original data model is updated later,then your newer report doesn't benefit from the change.

Caution: The link to the original report breaks if you rename the modified or original report.

Tasks Performed on Original ReportsThis table describes what happens when you use the original report and a corresponding copied report exists.

Task Performed on the OriginalReport

Result When There Is a Copied Report

Open

Opens the copied report.

Schedule

Creates a report submission for the copied report.

Edit

Edits the copied report.

Delete

Deletes the original report only. If you delete the copied report, the original report is notdeleted.

Copy

Copies the original report.

Cut and Paste

Cuts and pastes the original report.

Rename

Renames the original report. The copied report name is not changed.

Caution: This breaks the link between the original and copied reports.

Download

Downloads the copied report.

Customize

Edits the copied report.

History

Opens the job history of the copied report.

Related Topics



Layouts





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Create and Edit Report LayoutsThe layout determines what and how data is displayed on report output. Each report has at least one layout template.This topic describes the following aspects of report templates:

• Layout templates

• Layout template types

• Overall process of managing layouts

• Deleting layout templates

Layout TemplatesTo modify a layout, you edit the layout template, which:

• Defines the presentation components, such as tables and labeled fields.

• Maps columns from the data model to these components so that the data is displayed in the correct place.

• Defines font sizes, styles, borders, shading, and other formatting, including images such as a company logo.

Layout Template TypesThere are a few types of template files to support different report layout requirements.

• RTF: Rich text format (RTF) templates created using Microsoft Word.

• XPT: Created using the application's layout editor, these templates are for interactive and more visuallyappealing layouts.

• eText: These templates are specifically for Electronic Data Interchange (EDI) and electronic funds transfer (EFT)information.

You can also create and edit other types of templates using Adobe PDF, Microsoft Excel, Adobe Flash, and XSL-FO.

Overall Process to Create or Edit LayoutsEditing or creating report layout, for example using Microsoft Word or the layout editor, involves making the actualchanges to the template file. But that task is just one part of the entire process for modifying layouts.

1. Copy the original report and save the new version in Shared Folders > Custom in the business intelligence (BI)catalog. You create or edit templates for the new copy of the report.

Tip: You can use the Customize option if the original is a predefined report.

2. Review report settings for online viewing.3. Generate sample data for the report.4. Edit or create the layout template file.5. Upload the template file to the report definition. Skip this step if you're using the layout editor.6. Configure the layout settings.

Deleting Layout TemplatesTo remove a layout template for a report:

1. Select your report in the BI catalog and click Edit.2. In the report editor, click View a list.



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3. Select the layout template and click Delete.

Make Reports Available for Online ViewingSome reports are set up so that you can only view them through another application or submit them as scheduledprocesses. To view your report online while you're editing it, you must define a few settings. When you're done editingyour report, make sure that you reset these settings as needed.

Updating Report Properties

1. Select your report in the business intelligence catalog and click Edit.2. In the report editor, click Properties.3. In the Report Properties dialog box, select Run Report Online and deselect Report is Controlled by External

Application.

Updating Layout Settings

1. Back in the report editor, click View a list.2. Make sure that the View Online check box is selected.

Generate Sample Report DataDepending on the type of report layout changes you're making, sample data can be required or optional. You generatesample data, and then load it for use with your layout so that you can map data fields to layout components. Forexample, for the Start Date table column in your layout, you can set it so that the data displayed in that column comesfrom the Start Date field in the sample data.

You can generate sample data from the:

• Report data model

• Report viewer

• Scheduler

Generate Sample Data from the Data ModelFollow these steps:

1. Select your data model in the business intelligence (BI) catalog and click Edit. Alternatively:

a. In the catalog, find the report to generate sample data for and click Edit.b. Click the data model name in the report editor.

2. In the data model editor, click View Data.3. Enter values for any required parameters, select the number of rows to return, and click View.4. To save the sample data to the data model, click Save As Sample Data.

If you're designing a .rtf template, click Export to save the file locally.5. Save the data model.



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Save Sample Data from the Report ViewerFor reports that are enabled for online viewing, you can save sample data from the report viewer:

1. Select the report in the BI catalog.2. Click Open to run the report in the report viewer with the default parameters.3. On the Actions menu, click Export, then click Data.4. Save the data file.

Save Sample Data from the SchedulerFor reports that are enabled for scheduling (not necessarily as a scheduled process), you can save sample data from thescheduler:

1. Select the report in the BI catalog.2. Click Schedule.3. On the General tab, enter values for any report parameters.4. On the Output tab, ensure that Save Data for Republishing is selected.5. Click Submit.6. Open the Report Job History page.7. On the global header, click Open, then click Report Job History.8. Select your report job name in the Job Histories table.9. On the details page, in Output and Delivery, click the XML Data Download icon button.

Layout Templates

Create and Edit Report Layout Templates Using the Layout EditorThe layout editor in the application provides an intuitive, drag-and-drop interface for creating pixel-perfect reportswith PDF, RTF, Excel, PowerPoint, and HTML output. The layout template files you create with this tool have an .xptextension. The layout editor tool is the only editing tool that provides dynamic HTML output. Users can interact with thisoutput in a browser, for example by sorting, applying filters, and so on.

PrerequisiteMake sure that sample data is generated from the data model that your report is using.

Using the Layout EditorTo create or edit XPT templates:

1. Select the report in the business intelligence (BI) catalog and click Edit.2. In the report editor, click Edit to update a template.

Or, click Add New Layout and select a template type in the Create Layout section.3. Create or edit the layout.4. Click Save to save the layout to the report definition.

Set Up for RTF and Excel Report Layout TemplatesYou can use Microsoft Word or Microsoft Excel to create or edit RTF and Excel layout templates, in addition to the layouteditor in the application. If you use Word or Excel directly, you must download and install the appropriate add-in so thatthe Microsoft application has the features you need to design report layouts.



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Note: If you're designing a new layout for your report, consider using the layout editor instead unless you are anexperienced layout designer.

Installing the Add-In

1. Open the Reports and Analytics work area.2. Click the Browse Catalog button.3. Click Home.4. In the Get Started pane, click Download BI Desktop Tools.5. Select the add-in for the type of template you're working with.

◦ Template Builder for Word: RTF templates

◦ Analyzer for Excel: Excel templates

6. Save and then run the installer.

Protecting Reports by Using PasswordsYou can assign a password to your report and protect it from unwanted access. You can do this by setting the runtimeproperties at the server level using the Runtime Configuration page. The same properties can also be set at the reportlevel, from the report editor's Properties dialog. If different values are set for a property at each level, then report leveltakes precedence.

The following table describes the properties you can use to set passwords for reports in different formats.

Report Format Property Name Description Default Configuration Name

DOCX output

Open password

Use this property tospecify the passwordthat report users mustprovide to open anyDOCX report.

NA

docx-open-password

PPTX output

Open password

Use this property tospecify the passwordthat report users mustprovide to open anyPPTX report.

NA

pptx-open-password

XLSX output

Open password

Use this property tospecify the passwordthat report users mustprovide to open anyXLSX output file.

NA

xlsx-open-password

Create and Edit RTF Report Layout TemplatesAn RTF template is a rich text format file that contains the layout instructions to use when generating the report output.Use Microsoft Word with the Template Builder for Word add-in to design RTF templates.

PrerequisitesInstall the Template Builder for Word add-in, and generate sample data.



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Using Template Builder for WordTo modify an RTF template:

1. If you are editing an existing layout:a. Select your report in the business intelligence catalog and click Edit.b. In the report editor, click the Edit link of the layout to download the RTF file.

If you are creating a new layout, skip this step.2. Open the downloaded RTF template file in Microsoft Word. Or, if you're creating a new template, just open

Microsoft Word.3. Load the sample data that you generated.4. Edit or create the layout template.5. Save the file as Rich Text Format (RTF).

eText Report Layout Templates: ExplainedAn eText template is an RTF-based report template that is used for Electronic Funds Transfer (EFT) and Electronic DataInterchange (EDI). The template is applied to an input XML data file to create a flat text file that you transmit to a bank orother organizations. Use Microsoft Word to create or edit eText templates.

File FormatBecause the output is for electronic communication, not printing, you must follow specific format instructions for exactplacement of data on the template. You design eText templates using tables.

• Each record is represented by a table.

• Each row in a table corresponds to a field in a record.

• The columns of the table specify the position, length, and value of the field.

Special CommandsYou must set up special handling of the data from the input XML file. This table describes the two levels of handling andwhere you declare the corresponding commands.

Level Example Setup

Global

Character replacement Sequencing

Declare global commands in separatesetup tables.

Record

Sorting

Declare functions in command rows, in thesame table as the data.

Upload the Layout Template File to the Report DefinitionIf you're creating or editing a report layout using the layout editor, the layout is automatically saved to the reportdefinition, so you can skip this step. For all other layout types, for example RTF, upload the template file to the reportdefinition after you're done making layout changes.



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Uploading the Template File

1. Select your report in the business intelligence catalog and click Edit.2. In the report editor, click View a list.3. In the table that lists the layouts, click Create.4. Click Upload in Upload or Generate Layout.5. In the Upload Template File dialog box:

a. Enter a layout name.b. Browse for and select the layout template file that you created or edited.c. Select the template file type.d. Select the locale, which you can't change once the template file is saved to the report definition.e. Click Upload.

6. Save the report definition.

Configure Layout Settings for ReportsAs part of creating or editing layout, you can set report properties related to layout. These settings determine, forexample, which layouts users can choose from when viewing or scheduling the report. The settings apply only to yourreport.

Setting Layout Properties

1. Select your report in the business intelligence catalog and click Edit.2. In the report editor, click View a list.3. Set layout properties, some of which are described in this table.

Setting Usage

Output Formats

Depending on the requirements for a report, you may want to limit the output file formats(for example. PDF or HTML) that users can choose. The available output formats varydepending on the template file type.

Default Format

When multiple output formats are available for the report, the default output format isgenerated when users open the report in the report viewer.

Default Layout

When multiple layouts are available for the report, you must select a default layout to presentit first in the report viewer.

Active

Active layouts are available for users to choose from when they view or schedule the report.

View Online

Select this check box so that layouts are available to users when they view the report.Otherwise, the layout is available only for scheduling the report.

4. Click Save Report.



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New Reports

Create ReportsCreate a report when the predefined reports don't provide the data you need. Or, if you want to use a predefined datamodel, and also want to change other aspects of the report other than layout. Save your report to Shared Folders >Custom in the business intelligence catalog. Saving content in the Custom folder is the only way to ensure that thecontent is maintained upon upgrade.

Create a Report

1. Open the Reports and Analytics work area.2. Click click New and select Report.3. Select the data model to use as the data source for your report.

Note: Be sure that the data model you select has been validated. If you select a data model that has notbeen validated or has errors, when the report is run it will error indicating that the data model has notbeen validated or has an invalid status. To override this warning for a report, select the Ignore Data ModelValidation Error option in the report properties.

4. Continue with the wizard to create the report layout, or choose to use the layout editor and close the wizard.5. Define the layout for the report.6. Click the Properties button in the report editor to set specific formatting, caching, and processing options for

your report, including overriding data model validation errors.

Set Up AccessYou or your administrator can:

• Create a job definition so that users can run your report as a scheduled process.

• Secure general access to your report and its job definition, if any.

Related Topics

• How You Set Up Reports to Run as Scheduled Processes

• Set Up Reports for Scheduling


Change the Branding Logo in a Predefined Project PerformanceReporting RTF Report TemplateThe Update Project Performance Data report layout includes a standard Oracle logo in the report header. You want toreplace the Oracle logo with your own logo.

The following table summarizes the key decisions for this scenario.




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Decisions to Consider In This Example

What version of Microsoft Word are you using?

Microsoft Word 2007

What image do you want to use as your logo?

O_ FusionApps_ ProjectPortfolioMgmt_ clr.gif

Which data model do you need to download sample report datafrom?

SummarizationDM

Do you want to preview the changed template?

Yes

Prerequisite1. Install the Template Builder for Word add-in, and download sample data (save it locally).

Changing the LogoTo change the logo in the report output:

1. Select the Update Project Performance Data Execution Report in the BI catalog and click Edit.2. In the report editor, click the Edit link of the Update Project Performance Data Execution Report layout to

download the RTF file.3. Open the RTF file in Microsoft Word.4. In the BI Publisher tab, click Sample XML in the Load Data group, and select sample data that was saved from

the data model.5. In the template, delete the Oracle logo and the text Fusion Projects and Project Performance Reporting.6. On the Insert tab in the Illustrations group, click Picture.7. Select the O_FusionApps_ProjectPortfolioMgmt_clr.gif file and insert it into the Word document.8. Resize the image if you need to.9. If the template file includes section breaks, you must insert the new logo for each section header.

10. In the Oracle BI Publisher tab, in the Preview group, click PDF. You can preview the PDF output that'sgenerated with the sample data that you loaded.

Predefined Reports

Process Output ReportsThis topic lists the business intelligence publisher reports available in Oracle Project Portfolio Management. You can usethese reports to review your processed data in a predefined format and print them.



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The following table lists the available process output reports.

Report Name Report Description Process Name Intended User

Absence ManagementTransfer Processing Report

Report for the processthat loads new, updated,or withdrawn absencerecords from Oracle AbsenceManagement to ProjectExecution Management.

Initiate Absence RecordsTransfer to Oracle FusionProject Execution

Resource Manager

Accounting and ProjectAccounting Periods CloseExceptions Report

Report for the processes thatclose accounting or projectaccounting periods. Also displays unprocessedtransactions and conditionsthat prevent the closingof accounting or projectaccounting periods.

Close Accounting Period Close Project AccountingPeriod Accounting Period CloseExceptions Report Project Accounting PeriodClose Exceptions Report

Project Accountant Grants Accountant

Adjust All Expenditure ItemsExecution Report

Report for the process thatprovides a summary of theadjusted expenditure itemsand adjustment exceptions.

Adjust All Expenditure Items


Import Awards Report

Report for the process thatimports awards, awardprojects, award funding, andother award details from theopen interface tables. Displays the successfullyimported awards and award-related objects and the awardsthat failed the validations.

Import Awards

Project ApplicationAdministrator Project Integration Specialist Grants Administrator

Import Awards RejectionsReport

Report for the process thatimports awards, awardprojects, award funding, andother award details from theopen interface tables. Displays details aboutthe awards that failed thevalidations.

Import Awards

Project Applicationadministrator Project Integration Specialist Grants Administrator

Billing Event Upload ErrorReport

Report for the process thatcreates contract billing eventsin Oracle Project Billing basedon the data loaded into theopen interface table.

Import Project Billing Events

Project Billing Specialist



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Build New OrganizationBurden Multipliers ExecutionReport

Report for the process thatadds burden multipliersfor a new organization toburden schedules after theorganization is added to theorganization hierarchy.

Build New OrganizationBurden Multipliers


Change Project and TaskOrganizations ExecutionReport

Report for the process thatreassigns all projects in oneorganization to a differentorganization, or changesthe organization on a singleproject and optionallycascades the changes to theproject tasks. Used particularly when theenterprise is undergoingreorganization.

Change Project and TaskOrganizations

Business Unit Administrator

Create Periodic Capital EventsExecution Report

Report for the process thatgroups unprocessed assetsand costs for capital projectsbased on the in-service date,expenditure item date, andproject, and then associatesthe groups of unprocessedassets and costs with theevent period.

Create Periodic Capital Events


Delete Allocation TransactionsExecution Report

Report for the process thatdeletes all transactions for adraft allocation.

Delete Allocation Transactions


Delete Capitalized InterestTransactions Execution Report

Report for the processthat deletes the selectedcapitalized interest batchthat's in draft success status.

Delete Capitalized InterestTransactions


Delete Cost TransactionsReport

Report for the processthat deletes rejected or allunprocessed project costtransactions in an expenditurebatch.

Delete Cost Transactions

Project Accountant Project Manager

Import Asset and AssetAssignment Execution Report

Report for the process thatimports all project assets andproject asset assignments. Youcan generate a summarized ordetailed report.

Import Asset Processing

Project Accountant

Generate Group AllocationsReport

Report for the process thatdisplays the output of the

Generate Group Allocations

Project Accountant



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Generate Group Allocationsprocess.

Delete Unreleased InvoicesExecution Report

Report for the process thatdeletes draft, approved, andrejected project contractinvoices.

Delete Draft, Approved, andApproval Rejected Invoices

Project Billing Specialist Grants Accountant

Labor Distribution CostExecution Report

Report for the process thatimports payroll costs to bedistributed based on laborschedules. Displays the payroll costs thatsucceeded or had exceptionsduring distribution or wererejected during import.

Import Payroll Costs

Labor Distribution Accountant

Labor Distribution CostRejections Report

Report for the process thatimports payroll costs to bedistributed based on laborschedules. Displays details about thepayroll costs that failed thevalidations

Import Payroll Costs

Labor Distribution Accountant

Labor Schedules Excel Report

Report for the process thatimports project costing laborschedules. Displays details about thelabor schedules that failed thevalidations.

Import Assignment LaborSchedules

Project ApplicationAdministrator

Manage Project OrganizationsExecution Report

Report for the process thatconverts all hierarchical lists oforganizations specified in thebusiness unit implementationoptions into flat lists toenhance performancethroughout the ProjectFinancial Managementapplication.

Maintain ProjectOrganizations


Generate Borrowed and LentAmounts Execution Report

Report for the process thatcreates borrowed and lentdistributions for cross-chargetransactions within a legalentity.

Generate Borrowed and LentAmounts: Generate OutputReport


Export Invoice Data Report

Report for the process thatexports released projectcontract invoice details

Export Invoice Details




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to third-party receivablesapplications.

Export Revenue Data Report

Report for the process thatexports project contractrevenue distributions tothird-party general ledgerapplications.

Export Revenue Details


Federal Financial Report

Federal report that tracks thesummary transactions for anaward, the amount spent orreceived, and the outstandingobligation amount.

Generate Federal FinancialReport


Oracle Fusion ProjectsCoexistence Cross-ChargeData Report

Report for the processthat extracts cross-chargedistributions for accountingin third-party applications.The export status of suchcross-charge distributions isupdated in the application.

Extract Cross-ChargeDistributions for ExternalAccounting

Project Accountant

Oracle Fusion ProjectsCoexistence Data OutputReport

Report for the process thatextracts cost distributionsfor accounting in third-partyapplications. The export statusof such cost distributions isupdated in the application.

Extract Cost Distributions forExternal Accounting

Project Accountant

Generate AllocationsExecution Report

Report for the process thatgenerates an allocation for thespecified allocation rule.

Generate Allocations


Generate Asset LinesExecution Report

Report for the process thatcreates summarized assetlines for capital assets andretirement adjustment assetsbased on the asset linegrouping method defined forthe project.

Generate Asset Lines


Generate Burden CostsExecution Report

Report for the process thatsummarizes burden costsfor expenditure items andthen creates and processesseparate expenditure items forburden costs.

Generate Burden Costs


Generate Capitalized InterestTransactions Execution Report

Report for the process thatcalculates capitalized interest

Generate Capitalized InterestTransactions




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and generates transactions foreligible projects and tasks.

Generate Financial PlanAmounts Execution Report

Report for the process thatgenerates working versionsof budgets or forecasts basedon existing financial or projectplans.

Generate Financial PlanAmounts

Project Manager

Generate Invoices ExecutionReport

Report for the process thatcreates invoices for projectcontract customers accordingto contractual terms.

Generate Invoices


Generate KPI Values ExecutionReport

Report for the process thatgenerates KPI values anddetermines overall projecthealth status.

Generate KPI Values

Project Manager

Generate Revenue ExecutionReport

Report for the processthat recognizes projectcontract revenue according tocontractual terms by creatingrevenue distributions.

Generate Revenue


Grants Personnel ImportReport

Report for the process thatimports grants personnel andrelated data. Displays the listof details for the rejected andsuccessfully imported grantspersonnel and related data.

Import Grants Personnel

Project ApplicationAdministrator Project Integration Specialist

Grants Personnel ImportRejections Report

Report for the process thatimports grants personnel andrelated data. Displays the listof error details for the rejectedgrants personnel and relateddata.

Import Grants Personnel


Identify Cross-ChargeTransactions Execution Report

Report for the process thatidentifies cross-chargetransactions and classifiesthem as intercompany orborrowed and lent.

Identify Cross-ChargeTransactions: Generate OutputReport

Project Accountant Grants Accountant Project Billing Specialist

Import Keywords Report

Report for the process thatimports keywords and relateddata. Displays the list of details forthe rejected and successfully

Import Keywords




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imported keywords andrelated data.

Import Keywords RejectionsReport

Report for the process thatimports keywords and relateddata. Displays the list of error detailsfor the rejected keywords andrelated data.

Import Keywords


Import Budget Report

Report for the process thatimports budget versionsfrom the open interfacetable. Displays the list of errordetails for the rejected budgetversions.

Import Project Budgets


Import Costs Execution Report

Report for the process thatcreates expenditure itemsand cost distributions forthe transactions in the openinterface table.

Import Costs


Import Cost Rejections Report Report for the process that

identifies the project costtransactions which arerejected by the Import Costsprocess while importingtransactions using the file-based data import feature andthe reasons for rejection.

The report name varies asfollows based on the type ofthe imported transactions:

• Import Project ExpenseCost Rejections

• Import ProjectInventory CostRejections

• Import Project LaborCosts Rejections

• Import ProjectMiscellaneous CostRejections

• Import ProjectNonlabor CostRejections

• Import Project SupplierCost Rejections

Import Costs




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Import Financial Project PlanReport

Report for the process thatimports financial projectplan versions from the openinterface table. Displays the list of error detailsfor the rejected financialproject plan versions.

Import Financial Project Plan


Import Forecast Report

Report for the process thatimports forecast versionsfrom the open interface table.Displays the list of error detailsfor the rejected forecastversions.

Import Project Forecasts


Import Financial Plan VersionReport

Report for the process thatimports financial plan versiondata from the open interfacetable and creates financialplan versions.

Import Financial Plan Versions


Import Funding SourcesReport

Report for the process thatimports grants fundingsources and related data.Displays the list of details forthe rejected and successfullyimported grants fundingsources and related data.

Import Funding Sources


Import Funding SourcesRejections Report

Report for the process thatimports grants fundingsources and related data.Displays the list of error detailsfor the rejected grants fundingsources and related data.

Import Funding Sources


Import Project BudgetExecution Report

Report for the process thatimports budget versions fromthe open interface table. Displays the list of budgetversions that are importedsuccessfully and error detailsfor the rejected budgetversions.

Budget Import ExecutionReport


Import Project EnterpriseResources Execution Report

Report for the process thatimports project enterpriseresources from the openinterface table and createsproject enterprise resources.

Import Project EnterpriseResources




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Import Resource Actual HoursExecution Report

Report for the process thatimports resource actual hoursdata from the open interfaceor Project Costing.

Import Resource Actual Hours

Project Administrator Project Integration Specialist

Import Resource Pools andMemberships Report

Report for the process thatimports resource pools andpool memberships.

Import Resource Pools andMemberships

Project Administrator Project Integration Specialist

Import Project Plan ExecutionReport

Report for the process thatimports projects and tasksfrom the open interface tableand creates projects and tasks.

Import Project Plan

Project Manager Project Administrator Project Integration Specialist

Import Project Rate SchedulesReport

Report for the process thatimports project rate schedulesand associated person, job,nonlabor, and resource classrates from the open interfacetable. Displays the list of project rateschedules and rates that areimported successfully anderror details for the rejectedrate schedules and rates.

Import Project Rate Schedules


Import Resource BreakdownStructures Report

Report that displays thesummary, exception, andsuccess details of theImport Resource BreakdownStructures process.

Import Resource BreakdownStructures


Import Project Report

Report for the process thatimports projects from theopen interface table. Displays the list of projectsthat are imported successfullyand error details for therejected projects.

Import Projects

Project Administrator Grants Administrator

Import Project ProgressReport

Report for the process thatimports project progress datafrom the open interface tableand creates project progress.

Import Project Progress

Project Manager Project ApplicationAdministrator

Import Project ResourceAssignments Execution Report

Report for the process thatimports project resourceassignment data from theopen interface table and

Import Project ResourceAssignments

Resource Manager



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creates project resourceassignments.

Import Project ResourceRequests Execution Report

Report for the process thatimports project resourcerequest data from the openinterface table and createsproject resource requests.

Import Project ResourceRequests


Import Project Tasks Report

Report for the process thatimports project tasks from theopen interface table. Displays the list of projecttasks that are importedsuccessfully and error detailsfor the rejected project tasks.

Import Project Tasks

Project Administrator Grants Administrator

Import Resource Actual HoursExecution Report

Report for the process thatimports resource actualhours data from the openinterface table and createstime transactions.

Import Resource Actual Hours


Import Resource Pools andMemberships ExecutionReport

Report for the process thatimports resource pool andpool membership data fromthe open interface andcreates resource pools andmemberships.

Import Resource Pools andMemberships

Implementation Administrator Resource Manager

Maintain Project EnterpriseLabor Resources OutputReport

Report for the process thatimports Cloud HCM resourcesto create project enterpriseresources. Displays the list of resourcesthat are imported successfully,resources exceptions, andupdates made to name andemail of project enterpriseresources.

Maintain Project EnterpriseLabor Resources


Maintain Project PerformanceData Execution Report

Report for the process thatimproves performance duringproject performance datasummarization by purgingunused or deleted dimensionmembers and summaries,reordering data, mergingOracle Essbase incrementalslices, and optionally deletingproject performance data.

Maintain Project PerformanceData




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Open Accounting and ProjectAccounting Periods ExecutionReport

Report for the processesthat update the status ofthe accounting or projectaccounting periods to open.

Open Accounting Period Open Project AccountingPeriod


Reclassify Billing OffsetBalances Execution Report

Report for the process thatcreates reclassificationaccounting transactions toeffectively net the unbilledreceivables and deferredrevenue balances togetherinto a single balance.

Reclassify Billing OffsetBalances


Recalculate Burden CostAmounts Execution Report

Report for the processthat identifies expenditureitems impacted by a burdenschedule version changeand processes the resultingburden cost recalculationadjustments.

Recalculate Burden CostAmounts


Release AllocationTransactions Execution Report

Report for the processthat release and processesallocation and offsettransactions for a draftallocation.

Release AllocationTransactions

Project Accountant

Release Capitalized InterestTransactions Execution Report

Report for the processthat releases a capitalizedinterest batch that's in draftsuccess status and createsexpenditure items for theinterest transactions.

Release Capitalized InterestTransactions


Reverse AllocationTransactions Execution Report

Report for the processthat creates and processestransactions to reverse areleased allocation.

Reverse AllocationTransactions


Reverse Capitalized InterestTransactions Execution Report

Report for the process thatreverses a capitalized interestbatch that's in releasedstatus and creates reversaltransactions.

Reverse Capitalized InterestTransactions


Sweep TransactionAccounting Events ExecutionReport

Report for the processthat sweeps unaccountedtransactions into the nextopen or future-enterableaccounting period so that thecurrent period can be closed.

Sweep TransactionAccounting Events




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Transfer Assets to OracleFusion Assets ExecutionReport

Report for the process thatcreates one additional linefor each capital asset line orretirement cost line in OracleProject Costing and transfersthese lines to Oracle Assetsto become fixed assets orgroup retirement reserveadjustments.

Transfer Assets to OracleFusion Assets


Transfer Invoice Details toReceivables Execution Report

Report for the process thattransfers released projectcontract invoices to the OracleReceivables interface tables.

Transfer Invoice Details toReceivables


Update Asset Details fromOracle Fusion AssetsExecution Report

Report for the process thatidentifies assets and assetlines. Updates asset numberand asset period in whichthese assets and asset linesare posted.

Update Asset Details fromOracle Fusion Assets


Update Financial Project Planand Progress Execution Report

Report for the process thatgenerates working versionsof budgets or forecasts basedon existing financial or projectplans.

Update Financial Project Planand Progress

Project Manager Project Administrator

Update Invoice Details fromReceivables Execution Report

Report for the processthat identifies whetherproject contract invoicesare successfully transferredto the Oracle Receivablesapplication, updates thereceivables invoice numberin the Project FinancialManagement application, andtriggers currency conversionand summarization.

Update Invoice Details fromReceivables


Update Project ContractPerformance Data ExecutionReport

Report for the process thatsummarizes contract revenueand billing data for projectperformance reporting.

Update Project ContractPerformance Data

Project Manager

Update Project PerformanceData Execution Report

Report for the processthat summarizes projectcost, budget, forecast, andcommitment data for projectperformance reporting.

Update Project PerformanceData

Project Manager Project Administrator

Update Project Plan DataExecution Report

Report for the process thatupdates the project plan with

Update Project Plan Data

Project Manager



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summarized amounts fromactual cost transactions.

Update Resource Rates forProject Enterprise ResourcesExecution Report

Report for the process thatupdates project enterpriseresource rates from resourcerate schedules.

Update Resource Rates forProject Enterprise Resources

Resource Manager

Update Work Type ExecutionReport

Report for the process thatprovides a summary of thenumber of updated objectswith work type details. The updated objects areprojects, tasks, expenditureitems, and cost distributions.

Update Work Type


Accounting and Project Accounting Periods Close ExceptionsReportsThis topic provides an overview of the Accounting and Project Accounting Periods Close Exceptions reports.

OverviewYou can review the unprocessed transactions and other conditions that prevent accounting or project accountingperiods from being closed by using the Accounting and Project Accounting Periods Close Exceptions reports. Multiplereports are grouped under the Accounting and Project Accounting Periods Close Exceptions reports as listed below.

• Close Accounting Period Execution Report

• Close Pending Accounting Period Execution Report

• Close Project Accounting Period Execution Report

• Close Pending Project Accounting Period Execution Report

• Accounting Period Close Exceptions Report

• Project Accounting Period Close Exceptions Report

Key InsightsThese reports answer the following business questions:

• What must be done before I can close the periods?

• Are there any issues which will prevent me from closing the periods?

• Which unprocessed transactions can prevent the periods from being closed?



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Frequently Asked QuestionsThe following table lists the frequently asked questions about these reports.

FAQ Answer

How do I find these reports?

• Reports and Analytics - Shared Folders - Projects - Project Cost - Accounting• Cost Work Area - Tasks - Reporting• Revenue Work Area - Tasks - Reports

How do I generate these reports? Using the following processes:

• Close Accounting Period• Close Project Accounting Period• Accounting Period Close Exceptions Report• Project Accounting Period Close Exceptions Report

Who uses these reports?


When do I use these reports?

When you need to close accounting or project accounting periods.

What can I do with these reports? You can:

• Confirm that the status of the accounting period has been updated to close or closepending.

• Confirm that the status of the project accounting period has been updated to close orclose pending.

• Identify unprocessed cost transactions, unaccounted cost transactions, and transactionswhich exist in account payables but haven't been imported into project costing thatprevent accounting and project accounting periods from being closed.

What type of reports are these?

Oracle Business Intelligence Publisher

Process Parameters for the ReportsThe following table lists the parameters you must provide for the various processes that generate these reports.

Report Process Process Parameters Values

Close Accounting PeriodExecution Report

Close Accounting Period

• *Ledger• *Processing Action• *Period• Report Style

• Ledger name from listof values

• Accounting period close• Accounting period for

the ledger from list ofvalues

• Detail



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Summary

Close Pending AccountingPeriod Execution Report

Close Accounting Period



• Accounting period closepending

• Accounting period forthe ledger from list ofvalues

• Detail

Summary

Close Project AccountingPeriod Execution Report

Close Project AccountingPeriod



• Project accountingperiod close

• Project accountingperiod for the ledgerfrom list of values

• Detail

Summary

Close Pending ProjectAccounting Period ExecutionReport

Close Project AccountingPeriod



• Project accountingperiod close pending

• Project accountingperiod for the ledgerfrom list of values

• Detail

Summary

Accounting Period CloseExceptions Report

Accounting Period CloseExceptions Report

• *Ledger• *Period• Report Style• Transaction Category


• Accounting period forthe ledger from list ofvalues

• Detail

Summary• Cross-charge

transactions

Expendituretransactions

Inventory transactions

Receipt accrualtransactions

Revenue transactions

Supplier invoicetransactions

Project Accounting PeriodClose Exceptions Report

Project Accounting PeriodClose Exceptions Report

• *Business Unit• *Period• Report Style

• Business unit namefrom list of values



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• Transaction Category • Project accountingperiod for the businessunit from list of values

• Detail

Summary• Cross-charge

transactions

Expendituretransactions

Inventory transactions

Receipt accrualtransactions

Revenue transactions

Supplier invoicetransactions

The following processes always trigger the Validate Pending Inventory and Receipt Transactions process:

• Close Accounting Period

• Close Project Accounting Period

The following processes for inventory or receipt accrual transactions always trigger the Validate Pending Inventory andReceipt Transactions process:



The following processes have the processing mode set to Update:

• Close Accounting Period

• Close Project Accounting Period

The following processes have the processing mode set to Review:



Federal Financial ReportThis topic provides an overview of the Federal Financial Report.

OverviewYou can use the Federal Financial Report to view and print award financial information in a standard layout definedby the federal agency. Using this report you can track the summary transactions for an award, the amount spent orreceived, and the outstanding obligation amount.



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• What is the cumulative amount of actual cash received that you need to report to the federal agency?

• What is the cumulative amount of federal fund disbursements that you need to report to the federal agency?

• What is the total funds authorized, total expenditures, and total unliquidated obligation that you need to reportto the federal agency?

Frequently Asked QuestionsThe following table lists the frequently asked questions about this report.

FAQ Answer

How do I find this report?

Report and Analytics - Shared Folders - Projects - Grants Management - Award

How do I generate this report?

Using the Federal Financial Report process

Who uses this report?


When do I use this report?

When you need to view and print award financial information in the standard federal format.

What can I do with this report? You can view the following information and print the report.

• Federal agency details• Recipient details• Project or grant period• Transactions:

◦ Federal cash amount

◦ Federal expenditures and unobligated balance

◦ Recipient share

◦ Program income

What type of report is this?


Process Parameters for the ReportThe Federal Financial Report process accepts the following parameters:

Parameter Values

* Generate Report

• Multiple awards



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Parameter Values

• Single award

* Business Unit

List of values, for example, Vision City Operations

* Award Name

List of values for the selected business unit, for example, Oncology Research Award

Sponsor

List of values of federal sponsors You must enter a value for this parameter if you choose to generate the report for multipleawards.

Institution

List of values defaulted to selected business unit You must enter a value for this parameter if you choose to generate the report for multipleawards.

* Certifying Official

List of values, for example, Amy Marlin

* Report Date

Default value set to current date

* Period End Date

Date, for example, 11/11/2014

* Report Type

• Annual• Final• Quarterly• Semiannual

Total Recipient Share Required

Amount, for example, 1,000.000

Total Federal Program Income


Program Income Expended inAccordance with the DeductionAlternative


Program Income Expended inAccordance with the AdditionAlternative


Comments

Text notes



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Preview Invoice ReportThis topic provides an overview of the Preview Invoice report.

OverviewYou can review invoice information in a specific format using the Preview Invoice feature in the Invoices work areabefore printing the invoice or sending it to account receivables. To preview the invoice, you must select the:

• Invoice format template in which you want to preview the invoice. For example, Services Standard InvoiceReport, and so on.

You can create your own format templates for your invoices.

• Output format in which you want to preview the invoice. For example, HTML, PDF, RTF, and so on.

To generate the Preview Invoice report in PDF format, you must install Adobe Acrobat Reader. You candownload it from http://adobe.com.


• Which cost transactions and billing events are billed through the invoice?

• Are the transactions billed at the correct rates?

• Are the invoice line descriptions well formatted and do they provide the requested information?


FAQ Answer


Reports and Analytics - Shared Folders - Projects - Project Billing

How do I generate this report? Invoices Work Area - Invoice Processing Status:

• Draft Invoices - Actions - Preview• Submitted Invoices - Actions - Preview• Released Invoices - Actions - Preview

Alternatively, click the Preview button on Draft Invoices, Submitted Invoices, and ReleasedInvoices tabs in the Invoice Processing Status region of the Invoices work area.

Click the Preview button on the Edit Invoices page for draft invoices or on the Invoice Detailspage for submitted, accepted, and released invoices.

Click Preview on the invoices on the Manage Project Invoices page of the Projects work area.

Who uses this report? • Grants Accountant



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FAQ Answer

• Project Billing Specialist• Project Manager


When you need to preview the invoice before printing or sending it to account receivables.

What can I do with this report? You can view the following information:

• Contract terms• Invoice date• Invoice line details• Project summary• Total billed amount



How do I modify this report?

Sign in to Oracle BI Publisher to edit the layout and properties of the predefined ServicesInvoice Report or the Services Standard Invoice Report. You can also modify the predefinedEmail Attachment Invoice Template, which is used for attaching a preview of a project contractinvoice to an invoice approval workflow notification. After you complete modifying the PreviewInvoice Report in the BI Publisher, mark the Manage Invoice Templates task as complete inSetup and Maintenance work area.

You must select a single invoice to generate the Preview Invoice report. You can't generate the report if you selectmultiple invoices in the Invoices work area.

Preview SF270 ReportThis topic provides an overview of the Preview SF270 federal report.

OverviewYou can use the Preview SF270 report to request only for reimbursements on federal grant awards which aren'tsponsored through letters of credit.

Key InsightsThis report answers the following business question:

• What is the reimbursement amount to request, as of a certain period, from the federal agency?

Frequently Asked QuestionsThe following tables lists the frequently asked questions about this report.

FAQ Answer

How do I find this report? Reports and Analytics - Shared Folders - Projects - Project Billing



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FAQ Answer

How do I generate this report?

• Using the Generate Invoices process• Manage Invoices - Review SF 270


• Grants Accountant• Project Billing Specialist

When do I use this report? When you need to:

• Request for reimbursements on federal grant awards which aren't sponsored throughletters of credit

• Display current and previously billed transactions, and cost sharing details in a standardfederal format

What can I do with this report? You can view the following information in the report:

• Bill From and Bill To• Type of payment requested• Basis of request• Federal sponsoring agency and organization to which the SF270 invoice is submitted• Federal grant or other identification number assigned by the federal agency• Partial payment request number• Employer identification number• Recipient account number• Period covered by the request• Recipient organization name and address• Federal amount of reimbursement• Total program outlay to date• Cumulative Program Income• Estimated net cash outlay for advance period• Federal and non-Federal share of the cost• Additional notes



PrerequisitesBefore you can generate and review your invoice in the SF270 report format, you must:

• Implement Grants Management application for the business unit to which the invoice contract belongs.

• Select SF270 as the invoice format in the contract bill plan.

• Create your invoice contract as an award contract.

• Select only a single invoice to preview.



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Create Accounting Transactions Execution ReportThis topic provides an overview of the Create Accounting Transactions Execution Report.

OverviewYou can use the Create Accounting Transactions Execution Report to review the reclassification of accountingtransactions to effectively net unbilled receivables and deferred revenue balances together into a single balance.


• What are the summary results of the reclassify billing offset balances process?

• What errors were encountered attempting to reclassify billing offset balances?

• What billing offset reclassification accounting transactions were successfully created by the process?


FAQ Answer


Report and Analytics - Shared Folders - Projects - Project Revenue

How do I generate this report? Using the Create Accounting Transactions process from:

• Revenue Work Area - Tasks - Accounting• Scheduled Processes - Schedule New Process




When you need to group the unbilled receivables and deferred revenue balances into a singlebalance.

What can I do with this report? You can view the following information and print the report.

• Reclassification errors• Reclassification warnings• Successful reclassifications



Process Parameters for the ReportThe Reclassify Billing Offset Balances process accepts the following parameters.



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Parameter Values

*Business Unit

List of values, for example, Vision Operations

*Accounting Period

List of values, for example, 2009-AUG

Contract Type

List of values

Revenue Method Classification

• Rate Based• Amount Based• Percent Complete• Percent Spent• As Incurred• As Billed

Contract Number

List of values

Contract Line Number

List of values

*Generate Success Report

• Yes• No

Sweep Transaction Accounting Events Execution ReportThis topic provides an overview of the Sweep Transaction Accounting Events Execution Report.

OverviewYou can use the Sweep Transaction Accounting Events Execution Report to review unaccounted transactions that aremoved into the next open or future-enterable accounting period so that the current period can be closed.


• Are there transactions which need to be accounted before I can close the period?

• If I run the Sweep Transaction Accounting Events process, which transactions are moved from the currentperiod into the next open period?

• What's the result of the Sweep Transaction Accounting Events process?




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FAQ Answer


Report and Analytics - Shared Folders - Projects - Project Cost - Accounting

How do I generate this report? Using the Sweep Transaction Accounting Events process from:

• Revenue Work Area - Tasks - Accounting• Scheduled Processes - Schedule New Process




When you need to close a period that has unaccounted transactions.

What can I do with this report?

You can review the output of the Sweep Transaction Accounting Events process and print thereport.



Process Parameters for the ReportThe Sweep Transaction Accounting Events process accepts the following parameters.

Parameter Values

*Ledger

List of values, for example, Vision City

Business Unit

List of values, for example, Vision Operations

*Accounting Period

List of values, for example, Jan-06

Source Application

• Project Billing• Project Costing

*Process Mode

• Review• Update

Configurable Workflow Notifications



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Overview of Configurable Workflow Notifications in Oracle ProjectPortfolio ManagementAs part of workflow tasks, the application automatically sends notifications. For example, when a project managerassigns a task to a resource, the application sends a notification to the resource. For some workflow tasks, you can useOracle Business Intelligence (BI) Publisher to tailor the content, layout, and style of the notifications. These report-basednotifications aren't only configurable, but also optimized for viewing on mobile devices.

Tip: Notifications aren't sent to the user performing the action. For example, Change Order Status ChangeNotification is sent to previous owner, new owner, and creator when the ownership changes. If the creator changesthe ownership, the notification isn't sent to the creator because notifications aren't sent to the user performing theaction.

In addition to getting notifications in email, users can also view in-app notifications by:

• Clicking the Notifications icon in the global header and opening a notification

• Going to the Worklist: Notifications and Approvals work area and opening a notification

• Clicking the In-App Notification link at the end of an email notification

Here's a table that shows the products that have configurable notifications, along with their associated report name,description, recipients and when it's sent. To navigate to the reports, open Reports and Analytics work area > BrowseCatalog > Shared Folders > Projects > Workflow Notifications. Keep in mind that each report caters to multiple cases.

Product Report Name Description When It's Sent Recipients

Project Management

Change Order StatusChange Notification

Informationnotification that's sentwhen a change orderis assigned, closed, orcanceled.

Ownership changes

• Previous owner• New owner• Creator

Project Management

Change Order StatusChange Notification

Informationnotification that's sentwhen a change orderis assigned, closed, orcanceled.

Owner closes orcancels change order

• Participants• Creator

Project Management

Change OrderParticipantNotifications

Informationnotification that's sentwhen participants areassigned or removedfrom a change order.

Change order issubmitted for impactassessment

Assessors who wereassigned or removed

Project Management



Change order issubmitted for review

Reviewers who wereassigned or removed



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Project Management



Change order issubmitted for approval

Approvers who wereassigned or removed

Project Management



Change orderis submitted forimplementation

Implementors whowere assigned orremoved

Project Management

Change OrderStage CompletionNotifications

Informationnotification that's sentwhen a participantcompletes a stage,approves a changeorder, or rejects achange order.

• Assessorcompletesthe impactassessmentstage

• Reviewercompletes thereview stage

• Approverapproves orrejects thechange order

• Implementorcompletes theimplementationstage

Owner

Project Management

Issue Notifications

Informationnotification that'ssent when an issue isassigned, closed, orreopened.

Ownership changes


Project Management

Issue Notifications

Informationnotification that'ssent when an issue isassigned, closed, orreopened.

An issue is closed orreopened

• Creator• Owner

Project Management

DeliverableNotifications

Informationnotification that's sentwhen a deliverableis assigned, orcompleted.

Owner is changed


Project Management

DeliverableNotifications

Informationnotification that's sentwhen a deliverableis assigned, orcompleted.

Deliverable iscompleted

• Owner• Creator



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Project Management

Gate Approval RequestNotification

Action notificationthat's sent when anapprover is assigned toa gate.

Gate approver isassigned

Gate approver

Project Management

Gate Status ChangeNotifications

Informationnotification that'ssent when a gate isapproved or rejected.

Gate is approved orrejected

Project manager

Task Management

Task DetailsNotifications

Informationnotification that'ssent when a followeris added, a followedtask is completed, ora project task, actionitem, to-do task, ormilestone is assigned.

• A follower isassigned to aproject task,action item,to-do task, ormilestone

• Project task,action item,to-do task, ormilestone iscompleted

Follower

Task Management

Task DetailsNotifications

Informationnotification that'ssent when a followeris added, a followedtask is completed, ora project task, actionitem, to-do task, ormilestone is assigned.

Project task, actionitem, to-do task, ormilestone is assigned

Assignee

Project ResourceManagement

Resource RequestNotification

Informationnotification to theresource managerwhen a projectresource request iscreated.

Project managercreates projectresource request forfulfillment.

Resource Manager


Proposed ResourceApproval Notification

Approval notificationto the project managerwhen the resourcemanager proposes aresource on a projectresource request.

Resource managerproposes a resource tofulfill assignment

Project Manager


Proposed orNominated ResourceNotifications

Informationnotification to theproject manager whenthe resource managerproposes or nominatesa resource on a projectresource request.

Resource managerproposes or nominatesresources

Project Manager



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Resource AssignmentNotifications

Informationnotification whena project resourceassignment is createddirectly, or when aproposed or nominatedresource is approvedon a request.

• Resourcemanagerproposesand approvesresources on arequest

• Resourcemanager createsdirect resourceassignment

• Resourcemanagerapproves thenominatedresource that theproject managerrequested forassignment

• Project managerapproves theproposedresources on arequest .

• Project Manager• Resource

Manager


Proposed orNominated ResourceReject Notification

Informationnotification when aproposed resource isrejected, or when anassignment request fora nominated resourceis rejected.

• Project managerrejects theproposedresource

• Resourcemanager rejectsthe nominatedresourcerequested byproject managerfor assignment

• ResourceManager

• Project Manager


AssignmentNotifications NotifyingResource

Informationnotification to theresource when theresource is assignedto a project, or whenan existing projectresource assignmentis rescheduled orcanceled.

• Resourcemanager createsa direct resourceassignment,proposesand approvesa resource,approves anominatedresource thatproject managerrequested forassignment,cancels anassignment, orupdates andapproves anassignmentschedule change

• Project manageraccepts aproposed

Resource



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resource,approvesa canceledassignment,approves achange inassignmentschedule


AssignmentCancellation ApprovalNotification

Approval notificationto the projectmanager when theresource managerrequests a projectresource assignmentcancellation.

Resource managercancels an assignment

Project Manager


AssignmentCancellationNotifications

Informationnotification thatinforms that a projectresource assignment isdirectly canceled, or acancellation request isapproved.

• Resourcemanager cancelsan assignment

• Project managerapproves therequest forassignmentcancellation


Manager


AssignmentAdjustment RejectionNotifications

Informationnotification thatinforms that a projectresource assignmentschedule change orcancellation request isrejected.

Project managerrejects the requestfor assignmentcancellation or theassignment schedulechange

Resource Manager


Assignment ScheduleChange ApprovalNotification

Approval notificationto the project managerwhen the resourcemanager requestsa project resourceassignment schedulechange.

Resource managerupdates theassignment schedule

Project Manager


Assignment ScheduleChange Notification

Informationnotification whena project resourceassignment is adjusted,or the requestfor adjustment isapproved.

• Resourcemanagerupdates andapproves theassignmentschedule

• Project managerapproves theassignmentschedule change


Manager


Nominated ResourceApproval Notification

Approval notification tothe resource managerwhen the nominatedresource is requested

Project managerrequests forassignment onthe resources that

Resource Manager



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for assignment by theproject manager.

Resource Managernominated


Resource StaffingUnavailabilityNotification

Informationnotification to theresource pool managerwhen a resource is nolonger available forstaffing on projectresource assignments.

A resource is no longeravailable for staffing

Staffing Owner

Project Control

Financial Project PlanApproval Notification

Approval notificationthat's sent when abudget is submitted forbaseline or a forecast issent for approval.

Project managersubmits a budget forbaseline or forecast forapproval

Project Managers andProject Administrators

Project Billing

Project Contract InvoiceApproval Notification

Action notificationthat's sent whena project contractinvoice is submitted forapproval.

Project contract invoiceis submitted

Contract Administrator

Note: Project manager is the project resource requester and resource manager is the staffing owner but in someorganizations, if the staffing owner is explicitly defined, the notifications are sent to the staffing owner and not theresource manager.

Process OverviewGenerating configurable notifications through BI Publisher involves various types of objects in the BI catalog, includingdata models, subtemplates, style templates, and reports. Reports pull data from data models and generate notificationsin an HTML format. The report layout templates use common table and paragraph styles and refer to a centralsubtemplate that contains reusable notification components.



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This figure shows how these BI objects work together to generate the notification content.

Report

LayoutTemplate

Data Model

Subtemplate

HTML

Email Notification

Style TemplateData

Sources

In-App Notification

• Data Sources: Store the attributes and attribute values for business objects and transactions in the application(example of data sources being transaction tables)

• Data Model: Determines which attributes from data sources are available to be included in the notification andhow that data is retrieved

• Subtemplate: Provides common components, for example a branding logo and buttons, that can be reused inmultiple reports

• Style Template: Provides styles such as the type of lines and fonts to use in tables, or the font type, size, andcolor to use for headings

• Report: Contains a layout template that determines:

◦ Which attributes appear in the notification, from the data model used for the report

◦ What the notification looks like, leveraging components from the subtemplate and styles from the styletemplate used for the report

• HTML: Is the output generated from the report

• Email Notification: Has the HTML output embedded in the email body

• In-App Notification: Has the HTML output embedded in the application UI

Each workflow task with configurable notifications has a corresponding predefined report in the BI catalog. Forexample, the Gate Approval Request Notification contains Gate Approval Request Notification Layout and uses the GateNotifications data model. The generated output is included in notifications that are sent to users.



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Notification ModificationsAfter you enable configurable workflow notifications, the predefined reports and related objects in the BI catalog workby default. If you need to modify the notifications, you can edit copies of the predefined reports, data models, andsubtemplate (but not the style template). You proceed as you would to edit any report, data model, or subtemplate inthe catalog:

1. Open the Reports and Analytics work area and then click Browse Catalog. The Oracle Transactional BusinessIntelligence page appears.

2. Navigate to Shared Folders > Projects > Workflow Notifications. And then, select the product. For example,to configure notifications related to Project Management, click Project Management Control.

3. Click Edit corresponding to the layout that you want to edit. A page containing all the existing layout appears.4. Click Edit corresponding to the default layout to download a copy.5. Edit the copied report layout template.6. Upload the modified template and set it as default.

You should get familiar with BI Publisher in general before modifying configurable notifications.

• Use only the Template Builder For Word add-in to edit the .rtf template in Microsoft Word, not the layout editoror other tools available for creating and editing report layout.

• Edit a copy of predefined layout templates, rather than create new reports or layout templates.

SecurityTo modify reports and data models for workflow notifications, you must have the BI administrator role.

SetupTo use configurable notifications for Project Management, you must opt-in to the Configure Project and TaskManagement Notifications feature to configure notifications.

You must download and install the Template Builder for Word add-in:

1. Open the Reports and Analytics work area.2. Click the Browse Catalog button.3. Click Home.4. In the Get Started pane, click Download BI Desktop Tools and then click Template Builder For Word.5. Save and run the installer.

Related Topics

• Configurable Workflow Notifications: Implementation Considerations

• Overview of Workflow Tasks

• More About Oracle Business Intelligence Components

Best Practices for Layouts in Workflow NotificationsPredefined workflow notifications based on report layout templates all follow a general format. When you edit a copy ofthese layout templates in Microsoft Word, follow the predefined layout as closely as possible for consistency. Also keepin mind shared components and mobile considerations.

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General StructureIn general, the workflow notifications contain a set of components that are displayed in a certain order.The callouts in this figure identify the email notification components listed in the following table.

The callouts in this figure identify the in-app notification components listed in the following table. In addition todescribing each component, the table also indicates if the component appears in the email notification, in-appnotification, or both.



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Callout Component Notification Type

1 Buttons with the primary actions to

take on the task, such as Approve andReject. These buttons aren't part of theconfigurable, report-based notificationcontent.

In-app

2

Notification header listing key attributesof the workflow task and the associatedtransaction.

Both

3 Buttons for the primary actions to take on

the task, such as Approve and Reject.

Email

4

Notification body that usually includestransaction and line level details, displayedin tables or sets of attributes withcorresponding values. The data modelfor the report restricts the total numberof rows displayed in some of the tables.If the limit is exceeded, the table footerprovides a link to the transaction detailspage, where users can view all the rows.To change this limit, you can edit a copy ofthe data model.

Both



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Callout Component Notification Type

5 Approval history, including any

attachments that users in the historyuploaded for the task. You can't editthe approval history component, whichusually appears in the body of only emailnotifications. For in-app notifications, youcan usually view the history by clicking theActions button and selecting History.

Email (or both, in rare cases)

6

Buttons for the primary actions again.

Email

7

A link to the corresponding transactionpage, and another link to the in-appnotification.

Email

When you modify notifications, try to keep to this general structure and don't remove essential elements such as theaction buttons. Likewise, don't change the styles in your layout template. The predefined style template should stillapply to your notification; don't edit a copy of the style template and apply that to your notification.

To add components to your notification, for example another table, consider first downloading another style templatefrom My Oracle Support. This template contains Quick Parts content that you can use in Word when you do moreadvanced work on layout templates. For example, from the Quick Parts gallery, you can select and add the table that'sconsistent in format with predefined tables already on your notification.

By default, the components that you add in the layout template appear in both email and in-app notifications, whereavailable. You can add conditions to explicitly make a particular element, for example a field, appear only in one type ofnotification and not the other.

Shared ComponentsA predefined subtemplate in the business intelligence (BI) catalog applies to all predefined layout templates for workflownotifications. The subtemplate contains components that are shared among the notifications, for example:

• Branding logo, if you add one to the subtemplate, which would appear as the first component in the email body.The logo appears in email notifications only.

• Action buttons in email notifications.

• Links at the end of the email notification, one to the corresponding transaction page, and another to the in-appnotification.

When you make a copy of a predefined layout template to edit, the copy automatically inherits the same predefinedsubtemplate. To edit these shared components, make a copy of the predefined subtemplate, edit the copied version,and apply it to your own layout templates.

Mobile ConsiderationsBecause users can view the workflow notifications on mobile devices, always consider mobile first and keep thenotifications as simple as possible. For example:

• Don't put too much content horizontally, such as too many columns in tables.

• Keep all text, including attributes and column headings, as short as possible.



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• Center align lists of attributes and their values, if they appear outside tables.

Make sure to test your email notifications on mobile devices.

Related Topics

• Define the Number of Rows in Tables

• Set Up Content to Appear in Only Email or In-App Workflow Notifications

Add a Branding Logo and Change Other Shared Components inWorkflow NotificationsA predefined subtemplate contains common components for all workflow notifications based on predefined reportlayouts. For example, the subtemplate has a place for you to add a branding logo, which would appear at the beginningof email notifications. You can modify other shared components so that the same changes apply to your notifications.For example, for email notifications, you can also change the text on action buttons, or the text of the links that appearat the end of emails.

Note:• You must edit a copy of the subtemplate in the Custom folder of the business intelligence (BI) catalog. Don't

directly update the predefined subtemplate.• The exact steps can vary depending on your version of Microsoft Word.

Modifying Shared Components in the SubtemplateTo edit a copy of the predefined subtemplate that contains the shared components:

1. Click Navigator > Reports and Analytics.2. Click the Browse Catalog icon.3. In the BI catalog (the Folders pane), expand Shared Folders > Common Content > Templates.4. For Workflow Notification Subtemplate, click More and select Customize.

If you're not using the Customize option:

a. Click Copy in the toolbar with Workflow Notification Subtemplate selected.b. In the BI catalog, expand Shared Folders > Custom > Common Content > Templates. Create a

Templates folder in this location if it doesn't exist.c. Click Paste in the toolbar.d. Click the Edit link for the copied subtemplate.

All reports using the predefined subtemplate are automatically redirected to point to your subtemplate in theCustom folder. This applies:

◦ To all reports, predefined or not

◦ No matter if you copy and paste the subtemplate or use the Customize option

◦ Only if your subtemplate has the same name and relative file path within Custom as the predefinedsubtemplate

5. In the Templates section, click the link in the Locale column.6. Save the subtemplate .rtf file to your computer.

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7. Open the .rtf file with Microsoft Word.

◦ To add a logo, insert your own image in the subtemplate.

◦ To change button or link text, edit the text accordingly. Make the same edits wherever that button or linktext appears in the subtemplate.

Caution: To ensure that your layout templates reflect these changes without additional rework, don'tedit any other text in the subtemplate .rtf file.

8. Update Word options to ensure that existing links remain intact in the subtemplate.

a. Click File > Options > Advanced.b. In the Word Options dialog box, click Web Options in the General section.c. In the Web Options dialog box, open the Files tab.d. Deselect the Update links on save check box.

9. Save your changes in Word.

Uploading the Modified SubtemplateTo upload your subtemplate to the BI catalog:

1. In the BI catalog, expand Shared Folders > Custom > Common Content > Templates.2. Click Edit for Workflow Notification Subtemplate.3. In the Templates section, click the Upload icon.4. Select your modified .rtf subtemplate and a locale, and click OK to overwrite the original subtemplate.

Use Quick Parts for Workflow NotificationsUse the Quick Parts feature in Microsoft Word to easily insert reusable pieces of formatted content. When you editcopies of predefined report layout templates for workflow notifications in Word, you can add predefined Quick Partscontent to your .rtf file. For example, you can insert a table in a format that's consistent with predefined notifications.The predefined Quick Parts content is available in a style template .dotx file on My Oracle Support.

Note: The exact steps can vary depending on your version of Microsoft Word.

PrerequisitesTo get the predefined Quick Parts content into your Quick Parts gallery:

1. Open Configurable Workflow Notifications: Implementation Considerations (2215570.1) on My Oracle Support athttps://support.oracle.com.

2. Download the .dotx file and save it to your Microsoft Word template folder, for example C:\Users\<user name>\AppData\Roaming\Microsoft\Templates.

Also, to preview your layout template changes before uploading the .rtf file back to the business intelligence (BI) catalog:

• Generate sample report data from the data model for the report that you're editing.

• Download a local copy of the subtemplate that applies to the layout template.

Adding Quick Parts Content to Workflow NotificationsTo insert content from the Quick Parts gallery into a layout template:

1. In the BI catalog, find the predefined report with the layout template that you want to modify.



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2. For the report, click More and select Customize.If you're not using the Customize option:

a. Copy the predefined report and paste it in an appropriate subfolder within the Custom folder.b. Click the Edit link for the copied report.

3. Click Edit for the layout template to insert Quick Parts content into, and save the .rtf file to your computer witha new file name.

4. Open the .rtf file with Microsoft Word.5. Put your cursor where you want to insert new content.6. From the Insert tab on the ribbon, click Quick Parts within the Text group, and select the component to insert.7. Edit the inserted component as needed and add any other components.8. Save your changes in Word.

Previewing the Layout Template ChangesTo preview your edits before uploading your layout template to the BI catalog:

1. On the ribbon, open the BI Publisher tab and click Sample XML within the Load Data group to import sampledata from the data model. Skip this step if you already loaded sample data.

2. At the beginning of the document, replace the path with the location of the downloaded subtemplate file onyour computer. For example, change <?import:xdoxsl:///Common Content/Templates/Workflow NotificationSubtemplate.xsb?> to <?import:file:///C:/Template_Directory/FinFunWorkflowNotificationSub.rtf?>.

3. From the BI Publisher tab on the ribbon, click HTML in the Preview group.4. If the preview reflects your changes as expected, then change the path back to the original location.5. Save your changes in Word.

Uploading the Modified Layout TemplateTo upload your layout template to the BI catalog after previewing the changes:

1. Back in the BI catalog, click Edit for the report within the Custom folder, if that page isn't still open.2. Click the View a list link.3. Click the Create icon on the table toolbar.4. In the Upload or Generate Layout section, click Upload.5. Upload your edited .rtf file with a unique layout name.6. Back on the page for editing the report, click Delete for the layout template that you downloaded earlier.7. Click the Save Report icon.

Related Topics• Configurable Email Notifications: Implementation Considerations

Preview Changes to Layout Templates for Workflow NotificationsTo modify workflow notifications, you edit a local copy of the .rtf report layout templates in Microsoft Word. Beforeuploading the .rtf files to the business intelligence (BI) catalog, you should preview the output with the changes youmade. You can avoid uploading a broken report that displays an error in the notifications sent to users.

Note: The exact steps can vary depending on your version of Microsoft Word.

Prerequisites

• Generate sample report data from the data model used for the report, and save the .xml file to your computer.

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• Download a local copy of the subtemplate that applies to your own report layout template:

a. In the BI catalog, expand Shared Folders > Custom > Common Content > Templates if you're usinga modified subtemplate, or Shared Folders > Common Content > Templates for the predefinedsubtemplate.

b. Click Edit for Workflow Notification Subtemplate.c. In the Templates section, click the link in the Locale column.d. Save the subtemplate .rtf file to your computer.

Previewing OutputTo generate sample output from a local layout template:

1. Open your .rtf report layout template in Microsoft Word and make your edits.2. On the ribbon, open the BI Publisher tab and click Sample XML within the Load Data group.3. Select the .xml file you downloaded to import sample data from the data model.4. At the beginning of your .rtf document, replace the path with the location of the downloaded subtemplate file

on your computer. For example, change <?import:xdoxsl:///Common Content/Templates/Workflow NotificationSubtemplate.xsb?> to <?import:file:///C:/Template_Directory/FinFunWorkflowNotificationSub.rtf?>.

5. From the BI Publisher tab on the ribbon, click HTML in the Preview group.6. If the preview reflects your changes as expected, then change the path back to the original location.7. From the BI Publisher tab on the ribbon, click Validate Template in the Tools group.8. Also in the Tools group, click Check Accessibility.9. Save your changes in Word.

Apply Changes to Workflow Notifications Soon After UploadConfigurable workflow notifications are refreshed every 24 hours so that they perform better for your users. Butwhen you're making changes to reports, subtemplates, or data models, you can apply your changes sooner so they'reavailable for testing. Create profile options to control when notifications reflect your changes after you upload themto the BI catalog. When you're done configuring notifications, use the same profile options to turn the refresh back toevery 24 hours, to optimize performance. But even if you don't, the refresh automatically resets to 24 hours when it'sbeen more than eight hours since you set the profile options.

Note: The refresh applies only to changes uploaded to the BI catalog and the actual notifications that are then sentout with your changes. You can always preview changes to layout templates while you're editing in Microsoft Word orview the report in BI Publisher.

Create Profile Options to Control the RefreshYour profile options can apply to all workflow tasks, a product family, or a product. Based on the scope you want, yourprofile option must have a profile option code that follows a certain format.

Scope Profile Option Code Examples

Global

BIP_ CLIENT_ REFRESH_TIME

BIP_ CLIENT_ REFRESH_TIME

Product Family

BIP_ CLIENT_ REFRESH_ TIME_<FAMILY>

• BIP_CLIENT_REFRESH_TIME_FIN• BIP_CLIENT_REFRESH_TIME_HCM



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Scope Profile Option Code Examples

• BIP_CLIENT_REFRESH_TIME_PRC• BIP_CLIENT_REFRESH_TIME_PRJ• BIP_CLIENT_REFRESH_TIME_SCM

Product

BIP_ CLIENT_ REFRESH_ TIME_<FAMILY>_ <PRODUCT>

• BIP_CLIENT_REFRESH_TIME_FIN_AP• BIP_CLIENT_REFRESH_TIME_HCM_PER• BIP_CLIENT_REFRESH_TIME_PRC_PON• BIP_CLIENT_REFRESH_TIME_PRJ_PJE• BIP_CLIENT_REFRESH_TIME_SCM_EGO

The profile options with a smaller scope take precedence. For example, you have profile option A with a global scopeand profile option B with a product scope. If you're currently configuring notifications for a particular product, useprofile option B to adjust the refresh time just for that product. But based on profile option A, the refresh is still at 24hours for all other configurable notifications in all other products. Profile option B takes precedence over profile optionA only for that one product.

Tip: To find the product family or product code, go to the Setup and Maintenance work area. Use the ManageTaxonomy Hierarchy task in the Application Extensions functional area for any offering. In the hierarchy, expandthe root node and then the Oracle Fusion node. Find the row for the family or product and look in the Module Keycolumn for the code.

Now you're ready to create your profile options!

1. In the Setup and Maintenance work area, go to the Manage Applications Core Profile Options task in theApplication Extensions functional area for your offering.

2. On the Manage Applications Core Profile Options page, click the New icon.3. On the Create Profile Option page, enter the profile option code in the format that corresponds to the scope

you want.4. Enter a display name that you can easily remember to help you find the profile option later.5. From the Application list, select Oracle Middleware Extensions for Applications.6. From the Module list, select Application Core.7. Specify a start date.8. Click Save and Close.9. On the Manage Applications Core Profile Options page, make sure your new profile option is selected in the

Search Results: Profile Options subsection.10. In the <Profile Option>: Profile Option Levels subsection, select the Enabled and Updatable check boxes for

the Site level.11. Save your work.

Set the Refresh IntervalIn the Setup and Maintenance work area, go to the Manage Applications Core Administrator Profile Values task inthe Application Extensions functional area. Set your profile option at the Site level and enter 15 or higher for the refreshinterval in minutes. For example, if you enter 15, then your changes are applied to notifications 15 minutes after youupload to the BI catalog.

Caution: Make sure to enter a whole number.

When you're done making and testing your changes, set the profile option back to 1440, which is 24 hours in minutes.If you forget and leave your profile option as is for longer than eight hours, don't worry! At that point, the profile optionresets itself back to 1440 minutes.



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Related Topics

• Update Existing Setup Data

• Set Profile Option Values

• Modules in Application Taxonomy

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Chapter 7Analytics and Reports Management

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7 Analytics and Reports Management

Schedule Reports and Analytics

How You Set Up Reports to Run as Scheduled ProcessesYou can create a job definition for predefined or modified reports so that users can run them as scheduled processes.Use the Define Custom Enterprise Scheduler Jobs task in the Setup and Maintenance work area to create jobdefinitions. Otherwise, users can open reports (which are set up to be run online) through the Reports and Analyticswork area or panel tab, or open and schedule them from the business intelligence catalog.

General Job Definition InformationThis table describes the general information to enter for your job definition.

Field What You Enter

Job Type

BIPJobType

Report ID

The path to the report in the catalog, starting with the folder beneath Shared Folders, forexample: Custom/ <Family Name>/ <Product Name>/<Report File Name>.xdo. Make sure to include the .xdo extension for the report definition.

Default Output

A default output format.

ParametersYou can define parameters to be available to users when they submit scheduled processes based on your job definition.When users run the scheduled process, the values they enter for the parameters:

• Are passed to the data model that the report is using.

• Determine the data to be included in the report.

The parameters that you define must be in the same order as parameters in the data model. For example, the datamodel has parameters in this order:

• P_START_DATE

• P_END_DATE

• P_CURRENCY

You create parameters as follows:

• Start Date

• End Date



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• Currency

Note: Because you define parameters using the list of values sources from the Define Custom Enterprise SchedulerJobs task, you should not define lists of values in the data model.

User PropertyThe only user property you must define is EXT_PortletContainerWebModule. Only lists of values associated with theapplication that you select are made available for parameters in this job definition.

Related Topics


• Create Reports

Set Up Reports for SchedulingYou can set up reports as scheduled processes, which means users can submit them from the Scheduled Processes andother work areas. If you want users to also submit these scheduled processes from the Reports and Analytics work areaand panel tab, then you must configure properties for the corresponding reports.

Enabling a Report for SchedulingTo enable scheduling in the Reports and Analytics work area and panel tab:

1. In the Reports and Analytics work area or panel tab, edit the report in the business intelligence catalog.2. Click Properties.3. On the General tab in the Properties dialog box, enter the following fields:

Field Value

Enterprise Scheduler Job PackageName

The path for the job definition, for example: / oracle/ apps/ ess/<product family>/<product>/ <business area>/ Jobs

Enterprise Scheduler Job DefinitionName

The job definition name (not display name), for example: ABCDEFG

Related Topics

• Set Up the Reports and Analytics Panel Tab

• How You Access and Modify Report Components

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Add an Analysis to the Project Performance DashboardThis example shows how to add an analysis to the Project Performance Dashboard. This dashboard is a page in theapplication, not a dashboard in the business intelligence (BI) catalog.

You can add predefined or user-defined analyses to any desktop page that you can personalize or edit.

The following table summarizes key decisions for this scenario.

Decisions to Consider In This Example

Which analysis do you want to add to the dashboard?

Project Income Statement

Caution: Ensure that the analysis doesn't query a large numberof records. If it is, then the Project Performance Dashboard pagecan take a long time to open after you add the analysis.

Do you have to change the layout of the page?

Yes, to a two-column layout that is wider on the right side.

Note: The one- or two-column layout gives enough space toproperly display analyses.

Do you want all or only one view of the analysis?

All views.

Are these changes for you only, or for all users of the ProjectPerformance Dashboard?

You only.

Adding an Analysis1. Open the Project Performance Dashboard.2. Click your name in the global header and from the Administration submenu select Edit Pages....3. You need to be in an active sandbox session to add an analysis. Activate a sandbox if you're not already in a

sandbox session. Click Activate Sandbox.If you are already in an active sandbox session, steps 3 to 7 are not required.

4. On the Manage Sandboxes window, select a sandbox and click Set as Active.5. After you activate the sandbox, the application redirects you to the home page. On the Warning window, click

Yes to continue.6. Open the Project Performance Dashboard.7. Click your name in the global header and from the Administration submenu select Edit Pages....8. Click Change Layout and select the Two columns, narrow left option.9. Click Add Content for the wider column.

The Reports and Analytics folder in the Add Content dialog box contains what's in the BI catalog.10. Click through the folders in the catalog until you see the Project Financials Sample Reports folder. Click the

name of the analysis in this folder, and click Add to include all views of the analysis.

If you click Open or Project Income Statement, you can select a specific view to add.



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11. Click Close after you see the analysis added to the top of the wider column on the dashboard.12. Click Close to close the composer view and view the dashboard.

Manage Predefined Catalog PermissionYou may want to remove access to predefined catalog folders so that those associated with offerings you don't usearen't displayed. You can hide the entire predefined catalog or selectively display root catalog folders for offerings,which are controlled by the Custom BI Web cat Reporting Duty role and associated roles for each offering.

Using roles, you can manage folder access in a number of ways, depending on requirements and previous modificationsyou have made.

• Remove duty roles for parent folders from the Custom BI Web cat Reporting Duty role so that all users see asubset of the predefined catalog. Leave roles only for the offerings you want to retain access for.

• Delete all catalog reporting duty roles from the Custom BI Web cat Reporting Duty role to hide the entirepredefined catalog and display only /Shared/Custom folders. For example, you can remove BI catalog accessfor external users such as partners who have no access to reporting.

• Delete all catalog reporting duty roles from the Custom BI Web cat Reporting Duty role. Also, add catalogreporting duty roles to a new or existing job role to allow job roles with BI access to have default access to thepredefined catalog. For example, by default, Financial job roles have access to Financial reporting content butHuman Capital Management job roles don't have access to the predefined HCM BI catalog. You can grant theHuman Capital Management Folder Reporting Duty role to new job roles to allow access to predefined HCMreports.

Hide Predefined Catalog FoldersAll authenticated users have the Custom BI Web cat Reporting Duty role, which inherits all of the folder reporting rolesthat determine access and visibility of root level catalog folders. Administrators with IT Security Manager privileges canhide predefined folders by removing their associated roles from the duty role.

1. Open the Security Console.2. Search for Custom BI Web cat Reporting Duty.3. In the search results, click Actions > Edit Role.4. Click Next to navigate to the Role Hierarchy step.5. To hide all folders, remove all of the roles from the hierarchy. Leave any roles for offerings you want to retain

access for.6. Synchronize security changes. Click Navigator > Scheduled Processes in the Navigator and submit the

Import User and Role Application Security Data process.7. Go to Oracle BI and click Administration. In the Maintenance and Troubleshooting section, select Reload Files

and Metadata to refresh the the BI cache.

BI Reporting RolesThis table shows the mapping between shared root catalog folders, folder reporting roles, and job roles.

Catalog Folder Duty Role Duty Role Name Associated Job Roles

/Shared/Common Content

BI_ COMMON_ CONTENT_REPORTING_ DUTY

Common Content FolderReporting Duty



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/ Shared/ Customer DataManagement

BI_ CDM_ REPORTING_ DUTY

Customer Data ManagementFolder Reporting Duty

/ Shared/ EnterpriseContracts

BI_ OKC_ REPORTING_ DUTY

Enterprise Contracts FolderReporting Duty

ORA_ OKC_ CUSTOMER_CONTRACT_ADMINISTRATOR_JOB ORA_ OKC_CUSTOMER_ CONTRACT_MANAGER_JOB ORA_ OKC_CUSTOMER_ CONTRACT_TEAM_ MEMBER_ABSTRACT ORA_ OKC_ENTERPRISE_ CONTRACT_ADMINISTRATOR_ JOBORA_ OKC_ ENTERPRISE_CONTRACT_ MANAGER_JOBORA_ OKC_ ENTERPRISE_CONTRACT_ TEAM_MEMBER_ ABSTRACT ORA_OKC_ SUPPLIER_ CONTRACT_ADMINISTRATOR_ JOB ORA_OKC_ SUPPLIER_ CONTRACT_MANAGER_ JOB ORA_ OKC_SUPPLIER_ CONTRACT_TEAM_ MEMBER_ ABSTRACT

/ Shared/ Extension

BI_ EXT_ REPORTING_ DUTY

Extension Folder ReportingDuty

/ Shared/ Financials

BI_ FIN_ REPORTING_ DUTY

Financials Folder ReportingDuty

ORA_ AP_ ACCOUNTS_PAYABLE_ INVOICE_SUPERVISOR_JOB ORA_AP_ ACCOUNTS_ PAYABLE_MANAGER_JOB ORA_ AP_ACCOUNTS_ PAYABLE_PAYMENT_ SUPERVISOR_JOBORA_ AP_ ACCOUNTS_PAYABLE_ SPECIALIST_JOBORA_ AP_ ACCOUNTS_PAYABLE_ SUPERVISOR_JOBORA_ AR_ ACCOUNTS_RECEIVABLE_ MANAGER_JOBORA_ AR_ ACCOUNTS_RECEIVABLE_ MANAGER_SOD_JOB ORA_ AR_ACCOUNTS_ RECEIVABLE_SPECIALIST_JOB ORA_ AR_ACCOUNTS_ RECEIVABLE_SPECIALIST_ SOD_JOBORA_ AR_ BILLING_MANAGER_JOB ORA_ AR_BILLING_ SPECIALIST_JOBORA_ CE_ CASH_MANAGER_JOB ORA_ EXM_EXPENSE_ MANAGER_JOBORA_ FA_ ASSET_



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ACCOUNTANT_JOB ORA_FA_ ASSET_ ACCOUNTING_MANAGER_JOB ORA_FUN_ INTERCOMPANY_ACCOUNTANT_JOB ORA_ GL_FINANCIAL_ ANALYST_JOBORA_ VRM_ REVENUE_ANALYST_JOB ORA_ VRM_REVENUE_ MANAGER_JOBORA_ XCC_ BUDGET_MANAGER_JOB

/Shared/Higher Education

BI_ HED_ REPORTING_ DUTY

Higher Education FolderReporting Duty

ORA_ HEQ_ ADMISSIONS_COORDINATOR_ JOBORA_ HEQ_ ADMISSIONS_MANAGER_JOB ORA_HER_ ACADEMIC_COORDINATOR_ JOB ORA_HER_ REGISTRAR_JOB ORA_HES_BURSAR_JOB ORA_HEY_ STUDENT_ SERVICES_MANAGER_JOB ORA_ HEY_STUDENT_ SUPPORT_ADVISOR_JOB

/Shared/Human CapitalManagement

BI_ HCM_ REPORTING_ DUTY

Human Capital ManagementFolder Reporting Duty

By default, predefined HCMjob roles have no access to thethe predefined content.

/ Shared/ IncentiveCompensation

BI_ IC_ REPORTING_ DUTY

Incentive CompensationFolder Reporting Duty

ORA_ CN_ INCENTIVE_COMPENSATION_ANALYST_JOB ORA_CN_ INCENTIVE_COMPENSATION_MANAGER_JOB ORA_CN_ INCENTIVE_COMPENSATION_PARTICIPANT_ ABSTRACTORA_ CN_ INCENTIVE_COMPENSATION_PARTICIPANT_ MANAGER_ABSTRACT ORA_CN_ INCENTIVE_COMPENSATION_ PLAN_ADMINISTRATOR_ JOB

/ Shared/ Loyalty

BI_ LOY_ REPORTING_ DUTY

Loyalty Folder Reporting Duty

ORA_ LOY_ LOYALTY_MARKETING_MANAGER_JOB ORA_ LOY_LOYALTY_ PROGRAM_ADMINISTRATOR_ JOB

/ Shared/ Manufacturing

BI_ MFG_ REPORTING_ DUTY

Manufacturing FolderReporting Duty

ORA_ CSE_ ASSET_ADMINISTRATOR_ JOB



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/ Shared/ Marketing

BI_ MKT_ REPORTING_ DUTY

Marketing Folder ReportingDuty

ORA_ MKL_ SALES_ LEAD_QUALIFIER_JOB ORA_ MKT_CORPORATE_ MARKETING_MANAGER_JOB ORA_ MKT_MARKETING_ ANALYST_JOBORA_ MKT_ MARKETING_MANAGER_JOB ORA_ MKT_MARKETING_ OPERATIONS_MANAGER_ JOB ORA_ MKT_MARKETING_ VP_JOB

/ Shared/ Partner

BI_ ZPM_ REPORTING_ DUTY

Partner Folder Reporting Duty

ORA_ ZPM_ CHANNEL_ACCOUNT_ MANAGER_JOBORA_ ZPM_ CHANNEL_ADMINISTRATOR_JOB ORA_ ZPM_CHANNEL_ OPERATIONS_MANAGER_JOB ORA_ ZPM_CHANNEL_ PARTNER_MANAGER_JOB ORA_ ZPM_CHANNEL_ PARTNER_PORTAL_ ADMINISTRATOR_JOB ORA_ ZPM_ CHANNEL_SALES_ DIRECTOR_ JOB ORA_ZPM_ CHANNEL_ SALES_MANAGER_JOB

/ Shared/ Procurement

BI_ PRC_ REPORTING_ DUTY

Procurement Folder ReportingDuty

ORA_ AP_ ACCOUNTS_PAYABLE_ MANAGER_JOBORA_ AP_ ACCOUNTS_PAYABLE_ SPECIALIST_JOBORA_ AP_ ACCOUNTS_PAYABLE_ SUPERVISOR_JOBORA_ PO_BUYER_JOBORA_ PO_ PROCUREMENT_APPLICATION_ ADMIN_JOBORA_ PO_ PROCUREMENT_INTEGRATION_SPECIALIST_JOB ORA_ PO_PURCHASE_ ANALYSIS_ABSTRACT ORA_ POQ_SUPPLIER_ QUALIFICATION_DISCRETIONARY ORA_POR_ PROCUREMENT_REQUESTER_ ABSTRACTORA_ POZ_ SUPPLIER_ADMINISTRATOR_ ABSTRACTORA_ POZ_ SUPPLIER_MANAGER_ ABSTRACT

/ Shared/ Projects

BI_ PRJ_ REPORTING_ DUTY

Projects Folder Reporting Duty

ORA_ OKC_ CUSTOMER_CONTRACT_ADMINISTRATOR_JOB ORA_ OKC_CUSTOMER_ CONTRACT_MANAGER_JOB ORA_ OKC_CUSTOMER_ CONTRACT_TEAM_ MEMBER_



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ABSTRACT ORA_ OKC_ENTERPRISE_ CONTRACT_ADMINISTRATOR_ JOBORA_ OKC_ ENTERPRISE_CONTRACT_ MANAGER_JOBORA_ OKC_ ENTERPRISE_CONTRACT_ TEAM_MEMBER_ ABSTRACTORA_ PJF_ GRANTS_ACCOUNTANT_JOBORA_ PJF_ GRANTS_ADMINISTRATOR_ JOBORA_ PJF_ GRANTS_DEPARTMENT_ADMINISTRATOR_ JOBORA_ PJF_ PROJECT_ACCOUNTANT_JOBORA_ PJF_ PROJECT_ADMINISTRATOR_ JOBORA_ PJF_ PROJECT_BILLING_ SPECIALIST_JOBORA_ PJF_ PROJECT_EXECUTION_ ABSTRACTORA_ PJF_ PROJECT_EXECUTIVE_JOB ORA_ PJF_PROJECT_ INTEGRATION_SPECIALIST_JOB ORA_ PJF_PROJECT_ MANAGEMENT_DUTY_ABSTRACT ORA_ PJF_PROJECT_ MANAGER_JOBORA_ PJF_ PROJECT_TEAM_ MEMBER_ABSTRACT ORA_ PJF_PROJECTS_ APPLICATION_ADMINISTRATOR_ JOBORA_ PJF_ RESOURCE_MANAGER_JOB ORA_ PJF_TEAM_ COLLABORATOR_ABSTRACT

/Shared/Public Sector

BI_ PSC_ REPORTING_ DUTY

Public Sector Folder ReportingDuty

ORA_ PSC_ AGENCY_STAFF_ABSTRACT ORA_ PSC_BUILDING_ INSPECTOR_JOBORA_ PSC_ BUSINESS_ANALYST_JOB ORA_PSC_ CHIEF_ BUILDING_OFFICER_JOB ORA_PSC_ ECONOMIC_ DEV_OFFICER_JOB ORA_ PSC_FINANCE_ ADMIN_JOBORA_ PSC_ INSPECTIONS_SUPERVISOR_JOBORA_ PSC_ PERMIT_TECHNICIAN_JOB ORA_ PSC_PERMITS_ APPLICATION_ADMINISTRATOR_ JOBORA_ PSC_ PERMITS_SUPERVISOR_JOB ORA_PSC_ PLAN_ COORDINATOR_JOB ORA_ PSC_ PLAN_REVIEWER_JOB ORA_ PSC_



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PRINCIPAL_ PLANNER_JOBORA_ PSC_ SYSTEM_ADMINISTRATOR_ JOB

/Shared/Risk Management

BI_ GRC_ REPORTING_ DUTY

Risk Management FolderReporting Duty

ORA_ GTG_ APPLICATION_ACCESS_ AUDITOR_JOBORA_ GTG_ APPLICATION_CONTROL_ MANAGER_JOBORA_ GTG_ COMPLIANCE_MANAGER_JOB ORA_GTG_ ENTERPRISE_RISK_ AND_ CONTROL_MANAGER_JOB ORA_ GTG_RISK_ MANAGEMENT_AUDITOR_JOB ORA_GTR_ USER_ ACCESS_CERTIFICATION_MANAGER_JOB

/Shared/Sales

BI_ ZBS_ REPORTING_ DUTY

Sales Folder Reporting Duty

ORA_ ZBS_ SALES_ADMINISTRATOR_ JOB ORA_ZBS_ SALES_ MANAGER_JOBORA_ ZBS_ SALES_REPRESENTATIVE_ JOB ORA_ZBS_ SALES_ RESTRICTED_USER_JOB ORA_ ZBS_SALES_VP_JOB ORA_ ZPM_CHANNEL_ ACCOUNT_MANAGER_JOB ORA_ ZPM_CHANNEL_ ADMINISTRATOR_JOB ORA_ ZPM_CHANNEL_ OPERATIONS_MANAGER_JOB ORA_ ZPM_CHANNEL_ PARTNER_MANAGER_JOB ORA_ ZPM_CHANNEL_ PARTNER_PORTAL_ ADMINISTRATOR_JOB ORA_ ZPM_ CHANNEL_SALES_ DIRECTOR_JOB ORA_ZPM_ CHANNEL_ SALES_MANAGER_JOB ORA_ ZSP_SALES_ ANALYST_JOB

/ Shared/ Service

BI_ SVC_ REPORTING_ DUTY

Service Folder Reporting Duty

ORA_ CSO_ KNOWLEDGE_ANALYST_JOB ORA_CSO_ KNOWLEDGE_MANAGER_JOB ORA_ SVC_CUSTOMER_ SERVICE_MANAGER_JOB ORA_ SVC_CUSTOMER_ SERVICE_REPRESENTATIVE_ JOBORA_ SVC_ HUMAN_RESOURCE_ HELP_ DESK_ADMINISTRATOR_ JOB ORA_SVC_ HUMAN_ RESOURCE_HELP_ DESK_AGENT_JOBORA_ SVC_ HUMAN_RESOURCE_ HELP_ DESK_MANAGER_JOB ORA_ SVC_



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INTERNAL_ HELP_ DESK_ADMINISTRATOR_ JOB ORA_SVC_ INTERNAL_ HELP_DESK_AGENT_JOB ORA_SVC_ INTERNAL_ HELP_DESK_ MANAGER_JOBORA_ ZBS_ SALES_ADMINISTRATOR_ JOBORA_ ZCA_ CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_ JOB

/ Shared/ SubscriptionManagement

BI_ OSS_ REPORTING_ DUTY

Subscription ManagementFolder Reporting Duty

ORA_ OSS_ SUBSCRIPTION_SPECIALIST_ JOB

/Shared/Supply ChainManagement

BI_ SCM_ REPORTING_ DUTY

Supply Chain ManagementFolder Reporting Duty

ORA_ ACD_ PRODUCT_DESIGN_ ENGINEER_JOBORA_ ACD_ PRODUCT_DESIGN_ MANAGER_JOBORA_ ACE_ PRODUCT_MANAGEMENT_VP_JOB ORA_ ACE_PRODUCT_ PORTFOLIO_MANAGER_JOB ORA_ CMF_FISCAL_ DOCUMENT_SPECIALIST_JOB ORA_CMF_ RECEIVING_SPECIALIST_JOB ORA_ CMR_RECEIPT_ ACCOUNTING_DISCRETIONARY ORA_ CSE_ASSET_ ADMINISTRATOR_JOB ORA_ CST_ COST_ACCOUNTANT_JOBORA_ DOO_ ORDER_ADMINISTRATOR_ JOBORA_ DOO_ ORDER_MANAGER_JOB ORA_EGI_ PRODUCT_ DATA_STEWARD_JOB ORA_ EGP_PRODUCT_ MANAGER_JOBORA_ ENQ_ QUALITY_ANALYST_JOB ORA_ ENQ_QUALITY_ ENGINEER_JOBORA_ FOS_ SUPPLY_CHAIN_ CONTROLLER_JOBORA_ INV_ INVENTORY_MANAGER_JOB ORA_INV_ WAREHOUSE_MANAGER_JOB ORA_MNT_ MAINTENANCE_MANAGER_JOB ORA_MNT_ MAINTENANCE_TECHNICIAN_JOB ORA_ MSC_BACKLOG_ MANAGER_JOBORA_ MSC_ DEMAND_ AND_SUPPLY_ PLANNER_JOBORA_ MSC_ DEMAND_PLANNER_JOB ORA_



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MSC_ MATERIALS_PLANNER_JOB ORA_MSC_ REPLENISHMENT_PLANNER_JOB ORA_ MSC_SALES_ AND_ OPERATIONS_PLANNER_JOB ORA_MSC_ SUPPLY_ CHAIN_PLANNER_JOB ORA_RCL_ FIELD_ SERVICE_ADMINISTRATOR_ JOBORA_ VCS_ SUPPLY_ CHAIN_COLLABORATION_ PLANNER_JOB ORA_ WSH_ SHIPPING_MANAGER_JOB

/ Shared/ Functional Setup

BI_ FSM_ REPORTING_ DUTY

Functional Setups FolderReporting Duty *Not inheritedby Custom BI Web catReporting Duty

ORA_ ASM_ APPLICATION_IMPLEMENTATION_CONSULTANT_ JOB

/ Shared/ Security

FBI_ SECURITY_TRANSACTION_ANALYSIS_DUTY

Security Transaction AnalysisDuty *Not inherited byCustom BI Web cat ReportingDuty

ORA_ FND_ IT_ SECURITY_MANAGER_JOB

Predefined Catalog LockdownIf you try to modify the predefined catalog content including folder permissions, you get an alert indicating that you'renot allowed to modify content and asking that you save your own content in the /Shared/Custom folder.

Here are a few things to know about catalog folders:

• You must save all modified content in the /Shared/Custom folder or in new folders in the /Shared folder.

• Existing modified content in the /Shared/Custom folder or custom folders in the /Shared folder and theirsubfolders is preserved. If you have modified the content in the predefined catalog folders, all changes are lostduring any upgrade. To preserve content, archive your catalog content and unarchive it in the Shared/Customfolder after upgrade.

• All existing content in parent folders in the /Shared folder is preserved.

• You can't change folder or object permissions on the predefined catalog folders or content. For example, youcan't change folder permissions to hide folders or objects.

Related Topics

• Role Inheritance

• Archive and Move Analytics

http://www.oracle.com/pls/topic/lookup?ctx=fa20c&id=5B285D48C7A50ADDE05362C3F00A12B5



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Chapter 8Maintenance and Migration

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8 Maintenance and Migration

Query Execution and PerformanceWhen executing an analysis, database aggregation and processing is prioritized to minimize the data returned to the BIServer for further processing. When creating analyses, you should reinforce this principle to maximize performance.

Query execution has three phases.

1. SQL compilation2. Database SQL execution3. Data set return and presentation in an analysis

Here is the query execution architecture.

BI Presentation

Service

User creates andruns analysis

Columns from subject areasFiltersGraphs

WebLogicView Objects

Oracle Applications Cloud security

1 2

4

5 Oracle Applications Cloud Database

Execute SQL query

BI ServerLogical model has mappings

to View Objects

Combines physical result

set and performs

calculations

3

Result set

Logical SQL to ADF layerVO Denition retrievesformulated physical SQL

Render analysis

6

Phase Step Description

1

1

You create an analysis, selecting columnsfrom one or more subject areas, addingappropriate filters and graphs, and submitit for execution.

2

The BI Presentation Service receives therequest and sends a logical SQL statementbased on subject areas and columns to theBI Server.

3

The BI Server correlates logical SQL withView Objects and view links mapped inthe metadata repository. It submits logicalSQL to the WebLogic ADF layer, retrievingview object and view link SQL definitionsto which it applies Applications Cloud datasecurity. Finally it applies aggregations tothe view object query to assemble physicaldatabase SQL.



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Phase Step Description

2

4

The database query, including theaggregations and data security, isexecuted in the Oracle Applications Clouddatabase.

5

The aggregated data set is returned tothe BI Server, which merges the resultsand applies any additional calculations orfilters.

3

6

The final data set is returned to the BIPresentation Service, where it's formattedfor display and sent to the client.

Design Analyses to Enhance PerformanceThe way you design an analysis influences how the BI Server formulates the physical query, which determines howsuccessfully processing is focused in the database to maximize performance. Other factors can also hurt performanceand should be considered when you create ad-hoc analyses.

Here are a few key performance-enhancing design techniques.

• Select only required subject areas and columns. The selection determines which view objects and databasetables are used in the database query, and including any unnecessary tables increases query and joinprocessing.

• Add proper filters to use database indexes and reduce the result data set returned to the BI Server.

• Remove unnecessary visual graphs.

• Remove unused data columns. Any columns not used in visual graphs are included in the physical SQLexecution, which may increase database query processing overhead.

Here are some of the factors that can hurt query performance and suggestions for improvement.

Factor Description Suggestions

Security

Analyses may perform well for a user withbroad security grants, but worse for thosewith more restrictions.

Review and simplify your security.Minimize the number of roles and avoidthe use of complex custom queries toenforce data security.

Data volumes

Analyses that query large volumes of datatake longer. Some may query all records,but only return a few rows, requiring a lotof processing in the database or BI Server.

Consider adding filters in your analysis,especially on columns with databaseindexes in the database.

Cross-subject areas

Analyses including two or more subjectareas can impact performance.

Review your analyses to see if you canremove some of the subject areas in thequeries. Are all of the subject areas arerequired? As you built the analysis, did you



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Factor Description Suggestions

notice a performance impact when youadded a particular subject area?

Hierarchies

Hierarchies, particularly large ones, canimpact performance.

Remove hierarchies to see if performanceimproves.

Sub-queries (NOT IN, IN)

Filtering on IN (or NOT IN) based on theresults of another query means that thesub-query is executed for every row in themain query.

Replace NOT IN or IN queries with unionset operators or logical SQL.

Number of attributes

Analyses often use a large number ofcolumns that aren't required.

Reduce the number of columns in thecriteria as much as possible.

Calculated measures

Calculating measures can query largerdata volumes.

Use the predefined measures in yoursubject areas wherever possible.

Flexfields

Use of too many flexfields in analyses canhurt performance in some cases.

Remove flexfields to see if performanceimproves. Avoid flexfields in filters.

Filters

Reports with no filters or filters thatallow a large volume of data may hurtperformance.

Add filters and avoid applying functions orflexfields on filter columns. If possible, useindexed columns for filters. Refer to OTBI subject area lineage foryour offering, which documents indexedcolumns for each subject area.

How to Tune Performance for Analytics and ReportsWhen you create analyses and reports, don't use blind queries and include sufficient filters when creating analytics orreports with hierarchies.

Blind QueriesAvoid blind queries because they're run without filters and fetch large data sets. Performance can be an issue withthese queries and can easily overload the application. All queries on large transactional tables must be time bound. Forexample, include a time dimension filter and additional filters to restrict by key dimensions, such as worker. Apply filtersto columns that have database indexes in the transactional tables. This ensures a good execution plan is generated forthe query from the BI Server.

Hierarchies and TreesQueries on trees and hierarchical dimensions such as manager can have an impact on performance. The BI Server usesa column-flattening approach to quickly fetch data for a specific node in the hierarchy. But, because there is no pre-



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aggregation for the different levels of the hierarchy, it's important to carefully craft any query involving hierarchies toensure that enough filters are applied to keep the result set small.

Review SQL Statements Used in AnalysesYou can review logical and physical SQL statements using either of the following procedures.

Logical and Physical SQLLogical SQL is non-source specific SQL that's issued to the Oracle BI Server for an analysis. Logical queries use columnnames from the subject areas in the Presentation Layer in the repository (RPD) metadata. Based on the logical request,the BI Server issues optimized source-specific SQL to the actual data sources in the Physical Layer of the metadata. Ifyou have administrative privileges, you can review both logical and physical SQL for analyses.

Edit Mode

1. Open the analysis in Edit mode and click the Advanced tab.2. In the SQL Issued section, review the logical SQL statement.

Administration Page

1. On the Administration page, in the Session Management section, click the Manage Sessions link.

Note: You must be a Business Intelligence Administrator to access the Administration and ManageSessions page.

2. On the Manage Sessions page, in the Action column, click the View Log link to review the SQL statement.

Archive and Move AnalyticsYou can archive your analytic objects and move them to a new location. You can bundle the whole catalog, specificfolders, or multi-component objects as a .catalog file and upload the file to unarchive its data in another location.

Note: It's important to note that folders that contain seeded content should not be changed. Moving or adding a childfolder to a seeded folder results in analytics not being visible in dashboards or infolets.

Create an Archive

1. Locate the object in the catalog.2. Select More and then select Archive.



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3. In the Archive dialog box, select one or more of the following options:

◦ Keep Permissions: Maintain the object or folder's existing permissions. If you don't select this, thearchiving process doesn't include any permissions. Once unarchiving, the parent folder's permissions areassigned to all of the objects and folders.

◦ Keep Time stamps: Maintain the Creation Time, Last Modified, and Last Accessed times assigned tothe object or folder. Upon unarchiving, the Last Modified time is updated to indicate the time when theobject or folder is unarchived. If you select this option, the Old option in the Paste Overview area of thePreferences dialog box is available when unarchiving. Use the Old option to overwrite existing catalogitems older than the items in the archive.If you don't select this option, then the archiving process doesn't include time information and the Oldoption in the Paste Overview area of the Preferences dialog box isn't available.

4. Click OK to download the archive file.

Move an Archived Object to a New Location1. Select the folder in the catalog where you want to upload the archived file.2. In the Tasks pane click Unarchive.3. In the Unarchive dialog box, browse for and select the archive file.4. Use the Replace option to specify whether to replace an existing folder or object with the same name.

◦ All: Replace any existing folders or objects with the same names as folders or objects included in thearchive file that you're uploading.

◦ Old: Replace folders or objects except those folders or objects that exist, unless they're older than thesource.

◦ None: Add any new folders or objects, but preserve any existing folders or objects.

◦ Force: Add and replace all folders or objects.

5. Use the Access Control Lists option to specify how the folders or objects are assigned permissions using AccessControl Lists Access when unarchived.

◦ Inherit: Inherits the folder or object's permissions from its new parent folder.

◦ Preserve: Preserves the folder or object's permissions as it was in the original, mapping accounts asnecessary.

◦ Create: Preserves the folder or object's permissions as it was in the original, creating and mappingaccounts as necessary.

6. Click OK.

Localize Catalog CaptionsAs an administrator, you can localize the names of reporting objects, or captions, that users create in the catalog. Forexample, you might localize the names of dashboards and analyses into Spanish and French.

To localize object names in the catalog, export the captions from the catalog, localize them, and upload back to thecatalog.

1. Export the default captions to an XML file.2. Localize the downloaded XML file.3. Upload the localized XML file.



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After translated caption XML is uploaded, the new strings take effect once the cache refreshes. Translated strings areprotected during an upgrade.

Export Captions from the Catalog

1. Click Administration.2. Click Export Captions.3. Click Browse and select the folder you want to localize in the catalog, then click OK.4. Save the XML file.

Localize Your CaptionsTranslate the XML file into one or more languages.

Upload Localized Captions to the CatalogAfter you have localized captions, upload the translated XML files, one for each language.

1. Click Administration.2. Click Import Captions.3. Click Browse and select the localized XML file, then click OK.4. Use the Select Language option to select the language to which you have localized, then click OK.5. Save the XML file.

To download, review, or delete imported captions files, use the Manage Captions option.


Chapter 9Smart View

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9 Smart View

Set Up Oracle Smart View for OfficeYou can perform data analysis in real time using Oracle Smart View for Office in Project Financial Managementapplications.

PrerequisiteYou must install and configure Oracle Essbase to accept Smart View connections before you can use Oracle Smart Viewfor Office to analyze your project performance.

Steps to EnableYou can get the Smart View shared connection URL and the login credentials from your system administrator.

1. Download and install Oracle Smart View for Office from http://www.oracle.com/technetwork/middleware/smart-view-for-office/overview/index.html.

2. Open Microsoft Excel and verify that you can view the Smart View tab in the ribbon.3. Click Options in the Smart View tab.4. Enter the Smart View shared connection URL in the Shared Connections URL field in the General section. For

example, http://host:port/workspace/SmartViewProviders.5. Click OK.6. Click Panel in the Smart View tab to open the Smart View panel.7. Click Shared Connections in the Smart View panel.8. Sign in with the user name and password provided by your administrator.9. Click the Select Server to proceed drop down on the Smart View panel.

10. Select Oracle Essbase from the Shared Connections list.11. Click Expand to expand the Essbase_FA_Cluster node.12. Expand the Projects application.13. Click ProjPerf to display the connection options at the bottom of the panel.14. Click Connect to display the list of reporting options.15. Click ad hoc analysis to populate the default dimensions in Smart View.

Related Topics

• Configure Smart View Client for Users

Specify the Display Format for Tasks and Resources inSmart ViewUse the Display Format for Tasks and Resources in Smart View profile option to specify the display format for tasksand resources in Smart View.

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By default, the profile option value is set to Task ID and Resource ID. Set the profile option value to one of the followingto view the task IDs and resource IDs along with task or resource name and numbers in Smart View.

Profile Option Value Display Format in Smart View

Task Name and Resource Name

• Task name appears followed by :: and task ID• Resource name appears followed by :: and resource ID

Task Number and Resource Name

• Task number appears followed by :: and task ID• Resource name appears followed by :: and resource ID

Task Number with Name andResource Name

• Task number appears followed by ::, task name, ::, and task ID• Resource name appears followed by :: and resource ID

1. Navigate to the Setup and Maintenance work area and search for the Manage Administrator Profile Valuestask.

2. Click Manage Administrator Profile Values.3. In the Manage Administrator Profile Values page, enter ORA_PJS_DISP_FRMT_SMRT_VIEW in the Profile

Option Code field under the Search : Profile Option section, and click Search.4. Select an appropriate value from the Profile Value drop-down list.5. Click Save and Close.6. Submit the Update Project Performance Data process for those projects for which you want to view the tasks

and resources in the selected format in Smart View.

In Smart View, all tasks and resources are displayed in the selected format for all projects, even if you submitthe Update Project Performance data process for a particular project or for all projects.

Note: You can create a report using Smart View. If you don't want to view the IDs in your report, usethe text functions of Excel, such as LEFT and FIND, to filter out the IDs.

Related Topics

• Subject Areas for Oracle Project Portfolio Management Real-Time Analyses

Create a Report Using Oracle Smart View for OfficeYou can perform the following steps to create a report using Oracle Smart View for Office.

1. Click ad hoc analysis at the bottom of the Smart View panel.2. A new spreadsheet opens with the available dimensions displayed just below the ribbon. 6 dimensions are

available to generate a report:

◦ Resource

◦ Time

◦ Time View

◦ Accounts

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◦ Scenario

◦ Currency Type

◦ Task

3. Drag the dimensions you want into the spreadsheet. If you want to remove a dimension, move it out of thespreadsheet.

4. You can view the available measures by zooming into a dimension. Select the dimension and select Zoom Infrom the ribbon. You can also zoom in by clicking on the dimension.

5. If you don't want to include all the measures in your report, you can select the measures you want to retain andthen click Keep Only in the ribbon. You can click Zoom Out to return to the original dimension.

6. For example, you can retain revenue, burden cost, margin, margin percentage, and labor effort accountmeasures.

7. You can expand the time view and scenario dimensions and retain the values that are relevant to your report.For example, you can retain the inception-to-date and estimate-at-completion values from the time dimensionand the actual amount and current budget from the scenario dimension.

8. You can set the remaining dimension filters from the list of values below the ribbon. For example, you can setthe:

◦ Currency dimension to Project currency.

◦ Task dimension to PJS CPBF Flow. Select the project name in the task dimension if you want to viewsummarized values at the project level.

◦ Resource dimension to Professional Services PRBS.

◦ Time dimension to Apr-15 within the accounting calendar Accounting Mon1.

9. Refresh the data in the report by clicking the Refresh button.10. After the data is retrieved, you can format the report and perform further analysis by using native Microsoft

Excel functionality.

You can share this report with your team or senior management through email, or upload it to a common repository.Users with appropriate data security can open the file and refresh the report to view real-time data.

Use Oracle Smart View for Office to Analyze ProjectPerformanceThis topic provides an overview of the Oracle Smart View for Office tool to view reports. Smart View is a commonMicrosoft Office interface for Oracle Hyperion Essbase and provides robust and flexible reporting capabilities.

OverviewProject Financial Management applications provide the ability to analyze project performance using Oracle Smart Viewfor Microsoft Office.


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The following figure shows how a report is displayed in Microsoft Excel using the Oracle Smart View for Office tool.

Key InsightsUsing Smart View, you can:

• Create custom reports to review your project performance.

• View data in a table or graph.

• Use the following dimensions to analyze your project metrics.◦ Scenario, for example, ITD, PTD, and so on.

◦ Time, for example, a week, month, and so on.

◦ Resource, for example, a specific resource or all resources.

◦ Task, for example, a specific project task or all tasks.

◦ Currency, for example, project currency, ledger currency, and so on.

◦ Account, for example, revenue, margin, effort, and so on.

Frequently Asked QuestionsThe following table lists frequently asked questions about this tool.

FAQ Answer

How do I find this tool?

Microsoft Excel - Smart View

Who uses this tool? • Project Accountant


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FAQ Answer

• Project Manager

Smart View data is secured by project and expenditure business unit.

When do I use this tool? When you need to:

• Analyze project, task, and resource assignment data by period for planned and actualcosts.

• View, import, manipulate, distribute and share data in Microsoft Excel, Word andPowerPoint interfaces.

• Access and integrate Oracle's Enterprise Performance Management and BusinessIntelligence content from Microsoft Office products.

• Have additional flexibility to perform ad hoc analysis to investigate and understandcomplex data.

• Drill down into lower levels of detail as needed.

What can I do with this tool? You can:

• Create custom reports, save them as templates, and share them with stakeholders.• Leverage Microsoft Excel capabilities to perform real-time data analysis.• Analyze project performance, for example, report on planned and actual costs by

project, task, resource, and period.

What type of tool is this?

Oracle Hyperion Smart View

Related Topics

• Overview of Smart View

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Glossary

279

Glossary

analysis

A selection of data displayed in one or more views, such as a table or chart, to provide answers to business questions.

analytics

Business intelligence objects such as analyses and dashboards that provide meaningful data to help with decisionmaking.

business intelligence

Computer technology that transforms information relating to the history or current status of a business organizationinto more friendly forms used in strategic planning.

business intelligence catalog

The repository where all business intelligence objects, including analyses, reports, briefing books, and agents, arestored. The catalog contains separate folders for personal, shared, and modified objects.

business intelligence repository

The metadata that determines all of the columns, or pieces of data, that you can include in analytics. You can also usethe repository as a source of data for reports.

dashboard

A collection of analyses and other content that gives in-depth insight to help with business decisions.

data model

The metadata that determines where data for a report comes from and how that data is retrieved.

EDI

Abbreviation for electronic data interchange.

EFT

Acronym for Electronic Funds Transfer. A direct transfer of money from one account to another, such as an electronicpayment of an amount owed a supplier by transferring money from a payer's disbursement bank account into thesupplier's bank account.

flexfield

A flexible data field that you can configure such that it contains one or more segments or stores additional information.Each segment has a value and a meaning.


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flexfield segment

An extensible data field that represents an attribute and captures a value corresponding to a predefined, singleextension column in the database. A segment appears globally or based on a context of other captured information.

global header

The uppermost region in the user interface that remains the same no matter which page you're on.

infolet

A small interactive widget on the home page that provides key information and actions for a specific area, for exampleyour personal profile. Each infolet can have multiple views.

job definition

The metadata that determines what a job does and what options are available to users when they submit the scheduledprocess. A job is the executable for a scheduled process.

prompt

A parameter that you set when you use analytics, limiting the data in the analysis or in all analyses on the dashboard ordashboard page (tab).

qualification

Items in structured content types such as competencies, degrees, and language skills that have specific values andproficiency ratings.

report

An output of select data in a predefined format that's optimized for printing.

scheduled process

A program that you run to process data and, in some cases, generate output as a report.

Style template

An .rtf template containing style information that's applied to report layout templates to achieve a consistent look andfeel across reports.

subject area

A set of columns, or pieces of data, related to a specific business object or area.

Subtemplate

An .rtf or .xsl format that is defined once and used multiple times within a single report layout template or acrossmultiple layout template files.


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281

view

A specific way to present the results of an analysis, for example as a table or graph. Other types of views, such as thetitle view, show other components of the analysis.

work area

A set of pages containing the tasks, searches, and other content you need to accomplish a business goal.

workflow

An automated process that passes a task from one user (or group of users) to another to view or act on. The task isrouted in a logical sequence to achieve an end result.


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