Oracle Project Portfolio Management Cloud

Oracle Fusion Project Portfolio Management Cloud

What’s New in Release 9

15 September 2014

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TABLE OF CONTENTS

TABLE OF CONTENTS .............................................................................................................................................. 2

OVERVIEW ............................................................................................................................................................. 4

GIVE US FEEDBACK ........................................................................................................................................................ 4

RELEASE FEATURE SUMMARY ................................................................................................................................ 4

PROJECT FOUNDATION .......................................................................................................................................... 6

COLLABORATE SOCIALLY ON PROJECTS USING ORACLE SOCIAL NETWORK ................................................................................. 7 QUICKLY CREATE MULTIPLE PROJECT TASKS ....................................................................................................................... 8 REPLACE MULTIPLE RESOURCES ON A PROJECT PLAN ......................................................................................................... 10 USABILITY ENHANCEMENTS FOR MANAGING PROJECTS....................................................................................................... 11 ACCESS SUMMARIZED AND DETAILED COSTS USING THE PROJECT PRICING SERVICE ................................................................. 12 PROJECT LIST DASHBOARD ............................................................................................................................................ 13

PROJECT CONTROL ............................................................................................................................................... 15

AUTOMATICALLY CREATE CONTROL BUDGETS FOR A PROJECT .............................................................................................. 15 BUDGET AND ACTUAL COST COMPARISON DASHBOARD ...................................................................................................... 16

PROJECT COSTING ................................................................................................................................................ 18

CREATE ASSETS USING MICROSOFT EXCEL ........................................................................................................................ 18 ENTER PROJECT AND PAYROLL TIME IN A SINGLE TIME ENTRY .............................................................................................. 19 ALLOW CONTINGENT WORKERS TO ENTER PROJECT TIME ................................................................................................... 21 ENABLE TEAM MEMBERS TO ENTER TIME ONLY ON ASSIGNED PROJECTS ............................................................................... 25 GAIN CONTROL OVER SPENDING OF PROJECT BUDGETS ...................................................................................................... 29 PROJECT COST ACCOUNT RECONCILIATION DASHBOARD ..................................................................................................... 30 PROJECT CAPITAL COST DASHBOARD ............................................................................................................................... 31 PROJECT COST BY TRANSACTION SOURCE DASHBOARD ....................................................................................................... 33 ANALYZE ACCOUNTS ON IMPORTED TRANSACTIONS USING ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE ................... 34

PROJECT BILLING.................................................................................................................................................. 38

PROJECT INCOME STATEMENT DASHBOARD ...................................................................................................................... 38 PROJECT REVENUE BY CONTRACT DASHBOARD .................................................................................................................. 39 INVOICES BY STATUS DASHBOARD ................................................................................................................................... 40 PROCESS PREVIOUSLY ACTIVE CONTRACTS ....................................................................................................................... 42 PROJECT CONTRACT LIST DASHBOARD ............................................................................................................................. 43 ENHANCE INVOICING IN ANY CURRENCY .......................................................................................................................... 44

PROJECT MANAGEMENT ...................................................................................................................................... 46

VIEW PROJECT STATUS ANYWHERE USING PPM MOBILE ................................................................................................... 46 RECEIVE NOTIFICATIONS FOR PROJECT DELIVERABLES ......................................................................................................... 47 QUICKLY CREATE DELIVERABLES FOR A TASK ..................................................................................................................... 49 ANALYZE PROJECT RESOURCE ALLOCATION AND TASK ASSIGNMENTS .................................................................................... 52 INTEGRATE ORACLE FUSION PROJECT MANAGEMENT WITH OTHER PROJECT MANAGEMENT APPLICATIONS ................................. 53

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EXPORT PROJECT RESOURCE ALLOCATION DETAILS ............................................................................................................ 55 INTEGRATE WITH SALES APPLICATIONS FOR PROJECT OPPORTUNITY MANAGEMENT ................................................................. 56 CAPTURE MULTIPLE LEVELS OF PROJECT REQUIREMENTS AND MANAGE AGILE PROJECTS .......................................................... 58 PROVISION MULTIPLE ROLES TO PROJECT ENTERPRISE RESOURCES FOR EMPLOYEES AND CONTINGENT WORKERS ......................... 59 REQUEST AND ASSIGN RESOURCES USING ORACLE FUSION PROJECT RESOURCE MANAGEMENT ................................................. 62 USABILITY ENHANCEMENTS FOR MANAGING PROJECT ENTERPRISE RESOURCES ....................................................................... 63 USABILITY ENHANCEMENTS FOR PROVISIONING ROLES TO PROJECT ENTERPRISE RESOURCES ..................................................... 64 TRACK ISSUE CREATION DATE ........................................................................................................................................ 65 COLLABORATE SOCIALLY ON ISSUES USING ORACLE SOCIAL NETWORK ................................................................................... 66 USABILITY ENHANCEMENTS FOR PROJECT PLAN ................................................................................................................. 70 COLLABORATE SOCIALLY ON PROJECTS USING ORACLE SOCIAL NETWORK ............................................................................... 72 USE WORK PLAN TEMPLATES TO QUICKLY CREATE TASK STRUCTURES ................................................................................... 75 DEFINE PROJECT MILESTONES ........................................................................................................................................ 77 REFRESH INDIVIDUAL REGIONS ON THE PROJECT MANAGER DASHBOARD ............................................................................... 78 ANALYZE PROJECT HIERARCHY DATA USING ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE ....................................... 79 VIEW ENTERPRISE PROJECT STRUCTURE USING THE PROJECT HIERARCHY VIEWER .................................................................... 83 ANALYZE PROJECT PLANS USING ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE ...................................................... 84 MANAGE PROJECT CHANGES ......................................................................................................................................... 86 MANAGE PRODUCT DEVELOPMENT PROJECTS .................................................................................................................. 87 DRIVE TASK COMPLETION BASED ON WORK ITEM STATUSES ............................................................................................... 88 REVIEW WORK ITEM DETAILS ........................................................................................................................................ 90 MANAGE PROJECT AND TEAM MEMBER EVENTS USING PROJECT CALENDAR .......................................................................... 91

TASK MANAGEMENT ........................................................................................................................................... 94

ENHANCED E-MAIL NOTIFICATIONS TO TASK OWNERS AND FOLLOWERS ................................................................................ 94 MANAGE DELIVERABLES FOR PROJECT TASKS .................................................................................................................... 96 MANAGE MILESTONES FOR PROJECT TASKS ...................................................................................................................... 97 ENHANCED PROGRESS ENTRY FOR PROJECT TASKS ............................................................................................................. 98 CREATE, UPDATE, AND VIEW TASKS USING PPM MOBILE................................................................................................... 99

RESOURCE MANAGEMENT................................................................................................................................. 100

ANALYZE RESOURCE UTILIZATION USING ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE ......................................... 100 ASSIGN RESOURCE DIRECTLY TO PROJECT ....................................................................................................................... 102 CAPTURE RESOURCE COST AND BILL RATES .................................................................................................................... 103 ANALYZE ACTUAL RESOURCE UTILIZATION AND COMPARE TO TARGET UTILIZATION................................................................ 105 USABILITY ENHANCEMENTS FOR RESOURCE MANAGER DASHBOARD ................................................................................... 106 CREATE AND UPDATE PROJECT RESOURCE REQUESTS FROM EXTERNAL APPLICATIONS ............................................................ 108 ADJUST ASSIGNMENT DATES FOR MULTIPLE RESOURCES................................................................................................... 110 CANCEL MULTIPLE RESOURCE ASSIGNMENTS .................................................................................................................. 112 MANAGE AVAILABILITY AND STAFFING FOR RESOURCES MAINTAINED OUTSIDE OF ORACLE FUSION HUMAN CAPITAL MANAGEMENT

.............................................................................................................................................................................. 114

REVISION HISTORY ............................................................................................................................................. 117

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OVERVIEW

This guide outlines the information you need to know about new or improved functionality in Oracle Project Portfolio Management Cloud Release 9. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at [email protected].

RELEASE FEATURE SUMMARY

Some of the new Release 9 features are automatically visible to users after the upgrade and some require action from the user, the company administrator, or Oracle.

The table below offers a quick view of the actions required to enable each of the Release 9 features.

Action Required to Enable Feature

Feature Automatically Available

End User Action Required

Administrator Action Required

Oracle Service Request Required

Project Foundation

Collaborate Socially on Projects Using Oracle Social Network

Quickly Create Multiple Project Tasks Replace Multiple Resources on a Project Plan Usability Enhancements for Managing Projects Access Summarized and Detailed Costs Using the Project Pricing Service

Project List Dashboard Project Control

Automatically Create Control Budgets for a Project Budget and Actual Cost Comparison Dashboard Project Costing

Create Assets Using Microsoft Excel Enter Project and Payroll Time in a Single Time Entry

Allow Contingent Workers to Enter Project Time Enable Team Members to Enter Time Only on Assigned Projects

Gain Control Over Spending of Project Budgets Project Cost Account Reconciliation Dashboard Project Capital Cost Dashboard

mailto:[email protected]

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Project Cost by Transaction Source Dashboard Analyze Accounts on Imported Transactions Using Oracle Fusion Transactional Business Intelligence

Project Billing

Project Income Statement Dashboard Project Revenue by Contract Dashboard Invoices by Status Dashboard Process Previously Active Contracts Project Contract List Dashboard Enhance Invoicing in Any Currency Project Management

View Project Status Anywhere Using PPM Mobile Receive Notifications for Project Deliverables Quickly Create Deliverables for a Task Analyze Project Resource Allocation and Task Assignments

Integrate Oracle Fusion Project Management with Other Project Management Applications

Export Project Resource Allocation Details Integrate with Sales Applications for Project Opportunity Management

Capture Multiple Levels of Project Requirements and Manage Agile Projects

Provision Multiple Roles to Project Enterprise Resources for Employees and Contingent Workers

Request and Assign Resources using Oracle Fusion Project Resource Management

Usability Enhancements for Managing Project Enterprise Resources

Usability Enhancements for Provisioning Roles to Project Enterprise Resources

Track Issue Creation Date Collaborate Socially on Issues Using Oracle Social Network

Usability Enhancements for Project Plan Collaborate Socially on Projects Using Oracle Social Network

Use Work Plan Templates to Quickly Create Task Structures

Define Project Milestones Refresh Individual Regions on the Project Manager Dashboard

Analyze Project Hierarchy Data Using Oracle Fusion Transactional Business Intelligence

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View Enterprise Project Structure Using the Project Hierarchy Viewer

Analyze Project Plans Using Oracle Fusion Transactional Business Intelligence

Manage Project Changes Manage Product Development Projects Drive Task Completion Based on Work Item Statuses

Review Work Item Details Manage Project and Team Member Events Using Project Calendar

Task Management

Enhanced E-mail Notifications to Task Owners and Followers

Manage Deliverables for Project Tasks Manage Milestones for Project Tasks Enhanced Progress Entry for Project Tasks Create, Update, and View Tasks Using PPM Mobile Resource Management

Analyze Resource Utilization Using Oracle Fusion Transactional Business Intelligence

Assign Resource Directly to Project Capture Resource Cost and Bill Rates Analyze Actual Resource Utilization and Compare to Target Utilization

Usability Enhancements for Resource Manager Dashboard

Create and Update Project Resource Requests from External Applications

Adjust Assignment Dates for Multiple Resources Cancel Multiple Resource Assignments Manage Availability and Staffing for Resources Maintained Outside of Oracle Fusion Human Capital Management

PROJECT FOUNDATION

Oracle Fusion Project Foundation includes common components that are shared across products within Oracle Project Portfolio Management cloud. It includes the basic project plan structure and components such as resource breakdown structures, rate schedules, pricing, burdening, and cross-charge processing.

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COLLABORATE SOCIALLY ON PROJECTS USING ORACLE SOCIAL NETWORK

Share information and updates about project activity with project team members, assignees, and other interested parties throughout the project lifecycle, using Oracle Social network. Team members can start conversations, collaboratively upload and review documents, highlight critical information, and communicate in real time to resolve open items.

The following screen captures illustrate this feature and its benefits.

Use the Social link to start a conversation with the project team members using Oracle Social Network integration

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STEPS TO ENABLE

This feature is enabled by default. You can choose which project attributes to display in Oracle Social Network in the following manner.

1. Navigate to the Setup and Maintenance work area.

2. Search for the Manage Oracle Social Network Objects for Project Foundation task in the All Tasks tab and click Go To Task.

3. Expand the Project Foundation hierarchy under Oracle Social Network Objects in Business Objects table.

4. Select Project under Project Foundation.

5. Add new project attributes you want to display in Oracle Social Network by clicking Add in the Project: Attributes table. You can also remove project attributes that you don’t want to be displayed in Oracle Social Network by selecting them and clicking Remove.

TIPS AND CONSIDERATIONS

Add project team members to a conversation and start conversations to discuss project budgets, resource requirements, or other financial requirements.

Include other parties in project-related conversations without granting them access to the project in the Projects work area.

KEY RESOURCES

None

QUICKLY CREATE MULTIPLE PROJECT TASKS

Project managers can save time and quickly build a project plan by creating multiple tasks using a simplified user interface.

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The following screen capture illustrates the feature and its benefits.

Use the action to Create Multiple Tasks on the Manage Project Plan page to quickly create multiple tasks in the Create Multiple Tasks window and submit the new tasks to enter them in the project plan

STEPS TO ENABLE

This feature is enabled by default.


Click the Add button to create 5 task rows at once. Enter the parent task number to create subtasks.

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KEY RESOURCES

None

REPLACE MULTIPLE RESOURCES ON A PROJECT PLAN

Project managers can efficiently replace resources assigned to multiple tasks on a project plan. They can select the time period and replacement resource for each assignment.

The following screen capture illustrates this feature and its benefits.

Use the Replace Resource Assignments action in the Manage Project Plan page to replace resource Ravi Patel assigned to three tasks with Albert Rodriguez for all periods

STEPS TO ENABLE



None

KEY RESOURCES

See the following help topics:

o Replacing Task Assignments: Points to Consider o Demonstration for Replacing Task Assignments

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USABILITY ENHANCEMENTS FOR MANAGING PROJECTS

Project managers benefit from the following usability enhancements that allow them to:

Access information quickly in the reorganized Project Definition page. Quickly find and select tasks from the Tasks pane that is reordered to reflect the project life

cycle. Navigate from the Projects work area to the Project Overview and Manage Project

Definition pages.


Navigate to the reorganized Project work area for a project from the Manage Projects page

STEPS TO ENABLE



None

KEY RESOURCES

None

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ACCESS SUMMARIZED AND DETAILED COSTS USING THE PROJECT PRICING SERVICE

Retrieve resource rates and cost amounts from Oracle Project Portfolio Management cloud using the Project Pricing Service. The service returns the actual cost rate, raw cost, total burdened cost, and burden cost by cost code for a resource and project or task.

The service has the following operations:

getProjectPlanDetailedCostAmounts - Calculates the raw cost, burdened cost, and detailed burden cost by cost code for resources in the context of a project or task.

getProjectPlanSummarizedCostAmounts - Calculates the summarized raw and burdened costs for resources in the context of a project or task.


View the operations available for the Project Pricing Service in Oracle Enterprise Repository

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STEPS TO ENABLE

Review information regarding the service in the Oracle Enterprise Repository to learn more about how to use the service:

1. Access the Oracle Enterprise Repository.

2. Enter Project Pricing Service as the search term.

3. Select ADF Service as the type.

4. Select the Search button.

5. Select the row with the service.

6. Review the service details.


The service is secured with the Derive Project Cost Rates privilege (PJF_DERIVE_PROJECT_COST_RATES_PRIV). The privilege rolls up into the Project Financial Application Administration Duty (PJF_PROJECT_FINANCIAL_APPLICATION_ADMINISTRATION_DUTY and the Project Foundation Integration Gateway Administration Duty (PJF_INTEGRATION_GATEWAY_ADMINISTRATION_DUTY).

KEY RESOURCES

None

PROJECT LIST DASHBOARD

View project details for multiple business units, organizations, and project statuses and drill down to view project tasks.

You can view project information such as current project manager and project status that are included in the Project dimension of the Project Control - Budgets Real Time subject area.


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View projects by project business unit, project organization, and project status

View project tasks for a project selected in the Project List Dashboard

STEPS TO ENABLE



You can drill down to the Project Tasks analysis from the Project List Dashboard.

KEY RESOURCES

White Paper: Predefined Analytics for Oracle Fusion Project Portfolio Management

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PROJECT CONTROL

Oracle Fusion Project Control provides full-function project planning, progress management, budgeting and forecasting, as well as delivered integration to Microsoft Project and Oracle Primavera P6 Enterprise Project Portfolio Management.

AUTOMATICALLY CREATE CONTROL BUDGETS FOR A PROJECT

Control spending of project budgets at the project level as well as the individual spending category level. Enable the budgetary control feature on a project budget to automatically create a control budget and spending controls when creating a baseline version of a project budget.

The following screen captures illustrate the feature and its benefits.

Enable budgetary control for a financial plan type to control spending for all budget versions that use the financial plan type

Select the control budget type, control level, and tolerance percentage for budgets exceeding the threshold

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STEPS TO ENABLE

This feature is enabled by default. However, the following conditions must exist for you to create a control budget from a project budget version:

Budgetary control is enabled for the ledger of the project. Manage this option in the Manage Budgetary Control task of the Setup and Maintenance work area.

A financial plan type is enabled for budgetary control.


You can create project and top resource control budgets using this feature. Creating a baseline version of your project budget creates the control budgets. For controlling budget amounts at the top resource level, Oracle Fusion Project Control uses

the planning resource breakdown structure that is defined in the Plan Settings tab to identify the top resources.

KEY RESOURCES


o Creating Control Budgets from Project Budgets: Procedure o Financial Plan Types and Project Budget Versions: How They Work with Budgetary

Controls

See the Oracle Financials Cloud Budgetary Control and Encumbrance Accounting in Release 9 document.

Release Training for Oracle Fusion Applications Release 9: Oracle Fusion Project Portfolio Management Cloud Enhancements: Automatically Create Control Budgets for a Project.

BUDGET AND ACTUAL COST COMPARISON DASHBOARD

Compare budget costs and actual costs for projects, and analyze budget and actual cost variances. Select to view projects for a project manager, or for single or multiple business units.

You can view project information such as project business unit and project currency included in the Project dimension of the Project Costing - Actual Costs Real Time subject area.


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View the comparison of project actual costs and project budgets by project business unit and project manager

STEPS TO ENABLE



Results are grouped by business unit and project currency.

KEY RESOURCES


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PROJECT COSTING

Oracle Fusion Project Costing captures commitments and costs from across the Fusion applications as well as supporting third-party integrations. The unique cost collection and processing needs of different sources are streamlined to provide timely insight into validated project costs.

CREATE ASSETS USING MICROSOFT EXCEL

Use Microsoft Excel to quickly create large volumes of assets for capital projects, and then assign the assets to projects and tasks.


Use Microsoft Excel to quickly create and assign large volumes of assets for capital projects and review the assets using the Capital tab in the Manage Project Definition page

STEPS TO ENABLE



To use this feature, you must:

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Install the ADFdi Microsoft Excel Runtime Client. Enable the lowest security settings for Microsoft Excel in Excel Options > Trust Center >

Trust Center Settings > Macro Settings.

KEY RESOURCES

Release Training for Oracle Fusion Applications Release 9: Project Costing Enhancements: Efficiently Manage Assets for Capital Projects.

ENTER PROJECT AND PAYROLL TIME IN A SINGLE TIME ENTRY

Improve employee productivity by combining project and payroll time in the same entry. Employees can enter project and payroll time on the same timecard layout, ensuring a unified experience for all time entry needs.


Use the same time card to report time on your projects and for payroll purposes

STEPS TO ENABLE

This feature is enabled by default. The feature is available when you use Oracle Fusion Workforce Management to track project and payroll time. You can leverage the seeded layout sets that combine the Project and Task time card fields with multiple-attribute time card fields called Time Type. The field contains Project Costing and Global Payroll time attributes. Workers can submit time entries that

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contain Project Costing and Global Payroll time attributes using a single time card that is based on this combined layout. However, you can choose which project attributes to display in the following manner.


2. Search for the Manage Time Card Fields task in the All Tasks tab and click Go To Task.

3. Search for Time Type in the Name field and click the link on the time type in the Search Results region.

4. Configure the Time Type field by adding multiple attribute definitions in the Display Value and Multiple Attribute Definition table.

5. Click Next twice and then click Save and Close. 6. Click Done. 7. Search for Manage Worker Time Entry Profiles task in the All Tasks tab and click Go To Task.

8. Click Troubleshoot.

9. In the Troubleshoot Worker Time Entry Profile page, search for the person who will use the combined Projects and Payroll time entry feature on the time card.

10. Select the person row in the Search Results and click Assign Profile to Person.

11. In the Assign Profile to Person window select Projects and Payroll Time Entry Profile in the Profile Name list, and click OK.

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12. Click Save and Close.

13. Click Done.

14. Search for Manage Worker Time Processing Profiles task in the All Tasks tab and click Go To Task.


16. In the Troubleshoot Worker Time Processing Profile page, search for the person who will use the combined Projects and Payroll time entry feature on the time card.


18. In the Assign Profile to Person window select Projects and Payroll Time Processing Profile in the Profile Name list, and click OK.


20. Click Done.


None.

KEY RESOURCES

The following help topics provide additional information:

o Oracle Fusion Time and Labor and Oracle Fusion Project Costing: How They Work Together

o Projects Time Card Adjustments: Explained

ALLOW CONTINGENT WORKERS TO ENTER PROJECT TIME

Contingent workers use Oracle Fusion Workforce Management to record time spent on projects and tasks. Approved time cards are then made available for costing, billing, and capitalization purposes.

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When performing administrative roles, they can set up Time and Labor, approve time, and perform all other time entry management tasks.


Contingent workers use the time card to report time on projects they are assigned

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STEPS TO ENABLE

This feature is enabled by default. All the existing time card features for employees are also available to contingent workers.

1. Perform steps 1 to 6 from the Enter Project and Payroll Time in a Single Time Entry feature to set up the Time Types.

2. In the Setup and Maintenance work area, search for Manage Worker Time Entry Profiles task in the All Tasks tab and click Go To Task.


4. In the Troubleshoot Worker Time Entry Profile page, search for the person who will use the combined Projects and Payroll time entry feature on the time card.


6. In the Assign Profile to Person window select Projects Time Entry Profile in the Profile Name list, and click OK.

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8. Click Done.

9. Search for Manage Worker Time Processing Profiles task in the All Tasks tab and click Go To Task.


11. In the Troubleshoot Worker Time Processing Profile page, search for the person who will use the combined Projects and Payroll time entry feature on the time card.


13. In the Assign Profile to Person window select Projects Time Processing Profile in the Profile Name list, and click OK.


15. Click Done.


You can’t assign contingent workers as suppliers in your project. Contingent workers must use cost rate schedules to determine cost since Services

Procurement is not enabled.

KEY RESOURCES




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ENABLE TEAM MEMBERS TO ENTER TIME ONLY ON ASSIGNED PROJECTS

Improve billing accuracy by allowing team members to enter time only on projects they are assigned. Newly delivered time entry layouts and time card fields display only projects and related tasks for which a worker is a team member. If a project doesn’t use team membership, then workers can still enter time quickly using a short list of valid project numbers or names for that project business unit.


Report time on project tasks of projects you are assigned as team member

STEPS TO ENABLE

This feature is enabled by default. However, you must assign persons who will enter time as project team members.


2. Search for Manage Worker Time Entry Profiles task in the All Tasks tab and click Go To Task.

3. Click Create in the Manage Work Time Entry Setup Profiles tab.

4. In the Create Worker Time Entry Setup Profile page, select Projects Layout Set Filtered by Project Team Members in the Layout Set list.

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5. Click Next to go to the Review train stop and then click Save and Close. 6. Search for the Projects by Team Membership Profile in the Manage Worker Time Entry Setup

Profiles page and click Troubleshoot. 7. In the Troubleshoot Worker Time Entry Profile page, search for the person who is supposed to

use the Projects by Team Membership feature on the time card.

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9. In the Assign Person to Profile window, select Projects by Team Membership Profile in the Profile Name list and click OK.



Assign the person as a project team member to enable them to enter project time.

You must create a custom profile to use this feature as described in the Steps to Enable.

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The following screenshots show a worker’s Time and Labor profile assignments (Projects by Team Membership Profile and the Projects Time Processing Profile) required to use the time card in which the Projects and Tasks are filtered by team membership, the worker’s team membership in a project, and the actual time card (with reduced Projects list containing just the project of which he is the team member).

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Create a relevant layout set using the Manage Layout Sets setup task and select the columns you want to view in the time card.

KEY RESOURCES




GAIN CONTROL OVER SPENDING OF PROJECT BUDGETS

Check available funds at the transaction source to control the spending of project budgets using Oracle Fusion Budgetary Control. Ensure that the combined raw and burden costs of a transaction do not exceed the budgeted amounts.


View funds reservation status at the transaction source

View funds reservation budget and transaction details

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STEPS TO ENABLE

You must enable budgetary control for your ledger, business unit, procure-to-pay business function, and create project-based control budgets. For project accounting business function, you can exclude specific transaction sources and documents from budgetary control.


2. Search for the Manage Budgetary Control task in the All Tasks tab and click Go To Task.

3. Under Ledger, enable the desired budgetary control option for the ledger.

4. Under Business Unit, enable budgetary control for the business unit.

5. Enable budgetary control and select the desired level of budget check for procure-to-pay business functions.

6. Under Budgetary Control Exceptions, add the transaction sources and documents that you want to exclude from budgetary control.


Ensure that expenditures are added to projects in order to validate them against Project Control budgets.

KEY RESOURCES

See the help topic How can I enable budgetary control for my transactions? See the Oracle Financials Cloud Budgetary Control and Encumbrance Accounting in Release

9 document. Release Training for Oracle Fusion Applications Release 9: Oracle Fusion Project Portfolio

Management Cloud Enhancements: Gain Control Over Spending of Project Budgets.

PROJECT COST ACCOUNT RECONCILIATION DASHBOARD

Analyze and reconcile account balance discrepancies between the general ledger and project costing by viewing the project expenditures posted to specified general ledger accounts. Filter the results by ledger, accounting period, account class, account, event class, project, task or amount.

You can view project cost account information such as ledger name and ledger currency that are included in the Ledger dimension of the Project Costing - Actual Costs Real Time subject area.


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View project cost account reconciliation results by ledger name, accounting period, accounting class, and so on

STEPS TO ENABLE



None.

KEY RESOURCES


PROJECT CAPITAL COST DASHBOARD

Analyze actual and committed cost for capital projects, including capitalization details. View results for a specific business unit, or across business units, project organizations, and project statuses. Drill down to review the related project expenditure items.

You can view project capitalization and commitment details such as capitalizable cost and committed cost that are included in the Capitalization Details and Commitment Details dimensions of Project Costing - Actual Costs Real Time and Project Costing - Commitment Real Time subject areas.

The Project Capital Cost Dashboard answers questions such as:

How much of the project cost is capitalizable? How much of the project cost is already capitalized?


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View project capital costs by project business unit, project organization, and project status

View expenditure items for a project selected in the Project Capital Cost Dashboard

STEPS TO ENABLE



You can drill down to the Project Expenditure Items analysis from the Project Capital Cost Dashboard.

KEY RESOURCES

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PROJECT COST BY TRANSACTION SOURCE DASHBOARD

Analyze project cost transactions by transaction source. Filter by business unit, project, transaction source, expenditure category, or expenditure item dates. Drill down to analyze the detailed list of cost transactions for each project.

You can view project resource type and expenditure category that are included in the Expenditure Type dimension in the Project Costing - Actual Costs Real Time subject area.

The Project Cost by Transaction Source Dashboard provides answers to questions such as:

What is the contribution of each transaction source to the total cost of my projects? Which transactions contribute to the total cost of my projects?


View project cost by transaction source, expenditure category, expenditure item dates, and so on

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View project cost transaction source details for project costs selected in the Project Cost by Transaction Dashboard

STEPS TO ENABLE



None.

KEY RESOURCES


ANALYZE ACCOUNTS ON IMPORTED TRANSACTIONS USING ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE

View the raw, burden, and burdened cost accounts imported from third-party applications while reporting on unprocessed transactions. Also, review the unprocessed transactions for accuracy prior to importing them and creating accounting entries.

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View the dimensions listed under the new added accounts to Unprocessed Transactions Real Time subject area

STEPS TO ENABLE



Use the new account dimensions to created linked reports between Oracle Fusion General Ledger and Oracle Fusion Project Financial Management applications.

Use the following accounts in Project Costing - Unprocessed Transactions Real Time subject area to existing or new reports. o Raw Cost Account o Raw Cost Clearing Account o Burden Cost Account o Burden Cost Clearing Account o Burdened Cost Account

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o Burdened Cost Clearing Account

KEY RESOURCES


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PROJECT BILLING

Oracle Fusion Project Billing accelerates invoice processing while reducing billing errors through a functionally rich work area offering visibility into formatted invoices with estimated taxes. Embedded analytics for contract revenue, invoice, profitability and margin give insight into potential contract and payment problems.

PROJECT INCOME STATEMENT DASHBOARD

Monitor the profitability of your project by reviewing project revenue, expenses, and net income or loss to assess project performance. This report displays revenue and expenses grouped by revenue and expenditure categories.

You can view project revenue category and project expenditure category that are included in the Revenue Details and Expenditure Type dimensions in the Project Billing - Revenue Real Time and Project Costing - Actual Costs Real Time subject areas.


View project profitability by analyzing project revenue and expenses

STEPS TO ENABLE



None.

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KEY RESOURCES


PROJECT REVENUE BY CONTRACT DASHBOARD

Track contract revenue and monitor revenue trends over time. Analyze actual revenue for contracts for specified billing types, contract business units, and accounting years. Drill down to review the contract lines and identify the revenue recognized transactions that contribute to revenue.

You can view contract information such as contract number and contract status that are included in the Project Contract Header Details dimension in Project Billing - Revenue Real Time subject area.


View project revenue by business unit, accounting year, and billing type

View project contract lines for the project revenue selected in the Project Revenue by Contract Dashboard

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View revenue recognized transactions for the project revenue selected in the Project Revenue by Contract Dashboard

STEPS TO ENABLE



From the Project Revenue by Contract Dashboard, you can drill down to the following analyses:

Project Revenue – Contract Lines Project Revenue – Recognized Transactions

KEY RESOURCES


INVOICES BY STATUS DASHBOARD

View invoice status, type, date, amount, and billed customer. Drill down to review details for invoice lines and invoiced transactions from this analysis. Identify invoice transactions for which funds are consumed.

You can view invoice details such as invoice status and invoice type that are included in the Invoice Details dimension in the Project Billing - Invoices Real Time subject area.

The Invoices by Status Dashboard answers the following question:

What actions do I need to take on recent invoices?


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View invoices by billing type, accounting period, and invoice status

View invoice lines for an invoice selected in the Invoices by Status Dashboard

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View invoiced transactions for an invoice selected in the Invoices by Status Dashboard

STEPS TO ENABLE



You can drill down to the following analyses from the Invoices by Status Dashboard:

Project Billing – Invoice Lines Project Billing – Invoiced Transactions

KEY RESOURCES


PROCESS PREVIOUSLY ACTIVE CONTRACTS

Oracle Project Portfolio Management cloud uses the previously active or expired versions of contracts currently in the amendment cycle that are under amendment, pending approval, or pending acceptance when generating invoices and revenue, and when searching and displaying contract information.

STEPS TO ENABLE



None.

KEY RESOURCES

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o Invoices: How They Are Created o Managing Contract Invoices: Worked Example o Invoice Printing: Explained o Invoice Credits: Points to Consider o Editing Invoice Transactions: Points to Consider

PROJECT CONTRACT LIST DASHBOARD

Review project contracts and their statuses for a specific business unit grouped by customer. You can drill down to audit project contract lines.

You can view contract details such as contract status that is included in the Project Contract Header Details dimension in the Project Billing - Funding Real Time subject area.

The Project Contract Dashboard answers questions such as:

What is the total amount of contract funds consumed for invoice and revenue? Which transactions contribute to contract funding consumption? Which projects are linked to contracts? Which customers have project contracts?


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View project contracts by contract business unit and contract status

View project contract lines for a contract selected in the Project Contract List Dashboard

STEPS TO ENABLE



You can drill down to the Project Contract Lines analysis from the Project Contract List Dashboard.

KEY RESOURCES


ENHANCE INVOICING IN ANY CURRENCY

View the billing transaction currency to invoice revenue currency conversion attributes added to various billing user interfaces, services, processes, migration objects, and to Oracle Fusion Transactional Business Intelligence.

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View the invoice currency conversion rate, rate type, date, and date type in Oracle Fusion Transactional Business Intelligence

STEPS TO ENABLE



None.

KEY RESOURCES


o What’s a billing currency type? o Event Components: How They Work Together o What happens if I hold a transaction for a released invoice? o Holding Transactions for Invoices: Explained

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PROJECT MANAGEMENT

Oracle Fusion Project Management extends project planning, management and scheduling capabilities to all individuals within the enterprise who are required to manage project-based work. Project Managers can engage with Team Members to develop tasks, resolve issues, report progress and monitor the status of the project to ensure that objectives are realized.

VIEW PROJECT STATUS ANYWHERE USING PPM MOBILE

Quickly communicate the scope and overall status of projects to project sponsors. Track the progress of project milestones. Visualize the project using an enhanced color scheme and layers of information including task names, progress, exceptions, and the timeline. Filter projects by project status.

The following screen capture illustrates the feature to view your project information on your mobile device.

View your project on mobile devices and use layers to show or hide task names, progress, and the project timeline.

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STEPS TO ENABLE

The Projects menu item is unavailable when you first access PPM Mobile. Perform these steps if you are upgrading to an 11g Release 9 (11.1.9) environment and you haven’t performed the steps in 11g Release 8 (11.1.8) or 11g Release 7 (11.1.7).

To enable access to Oracle Project Portfolio Management cloud functionality:

1. Create an enterprise role.

2. Grant the Mobile Applications Access duty to the role.

3. Grant the role as required.


Show or hide information such as task names, progress, exceptions, and the timeline using layers.

KEY RESOURCES

Release Training for Oracle Fusion Applications Release 9: Oracle Fusion Project Management Enhancements: Efficiently and Effectively Manage Your Projects.

RECEIVE NOTIFICATIONS FOR PROJECT DELIVERABLES

Send e-mail notifications to deliverable owners when ownership changes and when a team member or project manager marks a deliverable as complete. Project managers receive daily digest e-mails listing project deliverables completed on that day.

The following screen captures illustrate the default e-mail notification settings and how you can change it.

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E-mail notification settings for the project manager on the Project Manager Dashboard

E-mail notification settings for the team member on the Project Member Dashboard

STEPS TO ENABLE

This feature is enabled by default so that team members receive immediate notifications when a deliverable is assigned to them or completed. Project managers receive notification in their daily digests when a deliverable is completed.


Change the default setting to None using the My Profile region on the Team Member Dashboard or the Project Manager Dashboard if you don’t want to receive notification by e-mail.

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Optionally, use a custom image to display as a banner in e-mail notifications for your organization. Upload the banner using the Manage Project Management Implementation Options setup task.

Option to upload a custom e-mail banner

KEY RESOURCES


QUICKLY CREATE DELIVERABLES FOR A TASK

Select the deliverable types to add to a task and assign resources to work on each deliverable. Review both the creation date and need-by date for each deliverable to track the deliverable life cycle.

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To add deliverables from your project tasks:

1. Navigate to the Project Management work area. 2. Click the gear icon and then select the Open Project action. 3. Select your project and then click the OK button. 4. Ensure that the Deliverables column is visible. If it is not, use the Manage Columns icon on

the toolbar to display the Deliverables column.

5. Select a deliverable type from the list in the Deliverables column.

6. Click the Manage Deliverables icon. 7. In the Manage Deliverables window, set a Need-by Date, Owner, and Priority for the

deliverable.

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STEPS TO ENABLE

This feature is enabled by default. You can set up deliverable types in the following manner:


2. Search for the Manage Deliverable Types task in the All Tasks tab, and click Go To task.

3. Update the deliverables you want to use.

4. You can enable or disable deliverables as needed.



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The deliverable definition displays the date on which the deliverable was created to help track the life cycle of the deliverable.

KEY RESOURCES


ANALYZE PROJECT RESOURCE ALLOCATION AND TASK ASSIGNMENTS

Analyze task assignment hours for projects and view metrics including capacity hours, allocation hours, and allocation percentage along with task assignment information. Select colors to highlight overallocated or underallocated resources based on threshold ranges. Drill down to the Manage Project Resources or Manage Project Plan pages to review and update the allocation and assignments.

The following screen capture illustrates the Project Resources region on the Project Manager Dashboard.

Project Resources region shows that Anthony is working on multiple tasks on two different projects

STEPS TO ENABLE



Use the project allocation view of this analytic to ensure that resources are not over-assigned or under-assigned across projects.

Use the task assignment view of this analytic to ensure that resources are not over-assigned or under-assigned on tasks within a project.

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KEY RESOURCES


INTEGRATE ORACLE FUSION PROJECT MANAGEMENT WITH OTHER PROJECT MANAGEMENT APPLICATIONS

Use the Project Work Plan web service to import project plan information into Oracle Fusion Project Management after creating the initial project and task structure in other project management applications, including other Oracle offerings. Schedule project plans, assign tasks to resources, collect progress, and collaborate with team members for the imported projects in Oracle Fusion Project Management. Export the latest project plan and progress details to the integrating project application.


getProjectExceptions - Operation to find the list of task exceptions based on the user ID passed to the service.

getProjectByProjectIdCriteria - Operation to find a project work plan based on the unique project identifier passed to the service.

createProjectPlan - Operation to create a project work plan using the source project plan passed to the service.

getProjectPlanByProjectName - Operation to find a project work plan based on the project name passed to the service.

getProjectList - Operation to find and retrieve the list of projects managed by the user identified by the user ID passed to the service.


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STEPS TO ENABLE



2. Enter Project Work Plan as the search term.






The service is secured with the Manage Project Work Plan Service privilege (PJT_MANAGE_PROJECT_WORK_PLAN_SERVICE_PRIV). The privilege rolls up into the Project Management Integration Duty (PJT_PROJECT_MANAGEMENT_INTEGRATION_DUTY).

KEY RESOURCES

Release Training for Oracle Fusion Applications Release 9: Oracle Fusion Project Management Enhancements: Integrate Fusion Project Execution with Other Applications.

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EXPORT PROJECT RESOURCE ALLOCATION DETAILS

Export project resource allocation details including resource names, roles, from and to dates, effort, allocation percentages, labor rates, labor amounts, and expense amounts using a web service or directly to Microsoft Excel to share with stakeholders.

The following screen capture illustrates the Export to Excel option in the Manage Project Resources page.

Export all project resources to Microsoft Excel using the toolbar option on the Manage Project Resources page

STEPS TO ENABLE



For example, use the project resource details to generate project resource demand or to generate a budget based on the project resource requirements in other applications.

KEY RESOURCES


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INTEGRATE WITH SALES APPLICATIONS FOR PROJECT OPPORTUNITY MANAGEMENT

Sales representatives track business opportunities for projects in Sales applications. When an opportunity reaches a predetermined win probability, the sales team can choose to create standard template-based pursuit and planning projects for the opportunity. If needed, sales representatives can coordinate with the project organization to revise the proposed work plan based on specific requirements of the opportunity. Project managers can report on opportunity-related information for their projects in Oracle Fusion Transactional Business Intelligence. This integration enables sales and delivery teams of an organization to work together and ensure projects are properly planned, resourced, and delivered, thus increasing revenue and margin, and gaining competitive advantage.

Use the integration to:

Collaborate on projects with sales and delivery teams.

Use existing applications while leveraging feature benefits in Oracle Fusion Project Resource Management.

Integrate with other project applications.

Share project resource details with other applications and stakeholders.

Provision all the imported project enterprise resources in a single step.

The following screen capture illustrates integration of Project Execution Management applications with Opportunity Management.

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View details of an opportunity in a project in the Basic Information region of the project plan in the Project Management work area

STEPS TO ENABLE

You must configure integration with the application in which you track opportunities. See Key Resources for additional information.


Add sales representatives and sales managers managing opportunity-linked projects as project enterprise resources.

Use the Project Management - CRM Integration Real Time subject area in Oracle Fusion Transaction Business Intelligence to report on project-related opportunity information.

KEY RESOURCES


White Paper: Oracle Fusion Applications: Integrating Project Management with Oracle Sales

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CAPTURE MULTIPLE LEVELS OF PROJECT REQUIREMENTS AND MANAGE AGILE PROJECTS

Capture multiple levels of project requirements in a hierarchy. For example, define themes and then break each theme into epic stories or features. Groom the product backlog and decompose each requirement into a prioritized set of backlog items that have user stories, acceptance criteria, story points, and project tasks. During a sprint, update the status of backlog items using the graphical requirement storyboard. Analyze sprint burndown, sprint velocity, and product backlog burnup information on the Project Manager Dashboard.


Review backlog item status and use drag and drop to change backlog item status using the Requirement Storyboard

The following screen capture illustrates requirements organized in a hierarchical manner and the associated backlog items at a level in the hierarchy.

Requirements organized in a hierarchical manner in the Manage Requirement Hierarchy page

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STEPS TO ENABLE



Decompose requirements into a prioritized set of backlog items that have user stories, acceptance criteria, and story points.

Manage Agile projects with the option to directly create projects and tasks from the Manage Backlog Items page.

Once the backlog items are defined, track their status from the graphical requirements story board.

When you use an Agile development process, in addition to project managers acting in a traditional role, you can have a team of individuals managing a project together as scrum master, product owners, and scrum team members. People acting as scrum masters and product owners collaborate on the management of the product backlog in the Requirements Work Area as they manage the overall project.

KEY RESOURCES

Release Training for Oracle Fusion Applications Release 9: Oracle Fusion Project Management Enhancements: Requirement Management Enhancements.

PROVISION MULTIPLE ROLES TO PROJECT ENTERPRISE RESOURCES FOR EMPLOYEES AND CONTINGENT WORKERS

Create project enterprise resources from employees and contingent workers and provision roles to project users. Select project-related predefined and custom roles to provision by default to use web services to create resources, import cloud processes, and maintain project enterprise labor resources. Select which employees and contingent workers to provision based on criteria including business unit, organization, and manager.

Use this feature to:

Gain central control to provision specific roles during mass creation of project enterprise resources

Select predefined and custom roles to provision by default

Use for web services, cloud import processes, and the project enterprise labor resource maintenance process


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Use the Manage Project User Provisioning task in the Setup and Maintenance work area to provision roles to multiple resources

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STEPS TO ENABLE

This feature is enabled by default. To update the settings:


2. Search for the Manage Project User Provisioning task in the All Tasks tab, and click Go To task.

3. Select the Default Provisioning Attributes tab and then select the Edit button.

4. Add or remove roles.

5. Specify whether to provision each role by default.

6. Specify whether to automatically provision roles when mass creating project enterprise labor resources.

7. Save.

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Select project-related predefined and custom roles to provision by default when creating resources using web services, data import and export processes, and the project enterprise labor resource maintenance process.

KEY RESOURCES


REQUEST AND ASSIGN RESOURCES USING ORACLE FUSION PROJECT RESOURCE MANAGEMENT

Create project resource requests to staff a project after allocating resources to the project. Track the life cycle of the request, including cancellations, adjustments, and withdrawals. Approve or reject resources proposed by resource managers.

For example, the project manager can plan a project using a set of place-holder resources and when ready, create project resource requests for those resources. The project manager has the option of adding information and requesting a specific resource. The resource manager can then either choose to assign and approve each resource, or propose an alternative resource for the project. When the project manager approves the resource, the application automatically updates all task assignments for that resource.


Plan for Placeholder resources and Create a Resource Request

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Update Project Resource Request Information

STEPS TO ENABLE



Request resources individually, or select multiple rows and create project resource requests for multiple resources at the same time.

KEY RESOURCES


USABILITY ENHANCEMENTS FOR MANAGING PROJECT ENTERPRISE RESOURCES

The project manager receives a notification when a resource is no longer eligible for project assignments, and evaluates current and future task assignments to determine if resource replacements are required. The project manager reviews the project assignments for the resource, and the resource requests that are associated with the resource, and takes the appropriate action. The project application administrator creates project enterprise resources from employees and contingent workers, and provisions project roles for the resource in a single step.


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The project manager is notified when a resource is no longer eligible for staffing

STEPS TO ENABLE



The project manager can use this information to determine whether to find a new resource for the project.

KEY RESOURCES


USABILITY ENHANCEMENTS FOR PROVISIONING ROLES TO PROJECT ENTERPRISE RESOURCES

Analyze the status of failed and pending user provisioning requests and determine the appropriate action to take. View the request type to quickly determine if a request is to add or remove a project role.

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User Account Status Information on the Manage Project Enterprise Resources Page

STEPS TO ENABLE



Monitor the user account status for each resource directly from the Manage Project Enterprise Resources page to determine whether further action is needed.

KEY RESOURCES


TRACK ISSUE CREATION DATE

Track the creation date of issues to monitor the age of an issue and draw attention to issues that are unresolved for a long time.

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Creation Date for a Project Issue

STEPS TO ENABLE



None.

KEY RESOURCES


COLLABORATE SOCIALLY ON ISSUES USING ORACLE SOCIAL NETWORK

Create issues to highlight situations that delay or block the progress of work on project tasks. Start conversations for issues in Oracle Social Network and gather consensus on resolutions with team

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members and interested parties. Upload and collaboratively review documents, highlight critical information, and communicate in real-time to resolve issues.


Select the Social Icon to Share an Issue or View the Related Conversation

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STEPS TO ENABLE

To enable collaboration for issues:


2. Search for the Manage Oracle Social Network Objects for Project Execution Management task in the All Tasks tab, and click Go To task.

3. Select the Project Issue object and then select the Enable Object button.

4. Select either the Manual or Automatic option and click OK. Select Manual to let users decide if issue information is sent to Oracle Social Network. Select Automatic to automatically send issue information to Oracle Social Network.

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5. In the Attributes section select the Create icon.

6. Select the attributes to enable and then click OK.

7. Save.

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You can enable or disable attributes to share on the issue wall over time if your requirements change.

KEY RESOURCES


USABILITY ENHANCEMENTS FOR PROJECT PLAN

Increase the productivity of project managers with the following usability enhancements for managing project plans:

Copy data from one task to others for multiple columns using the fill down option. Filter tasks based on a variety of attributes from the toolbar. Track project status as draft, active, or closed.

The following screen capture illustrates the enhanced filtering available on the project plan.

Filter Tasks Based on a Variety of Attributes

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Select a Set of Tasks to Fill Down Selected Values

SET THE STATUS FOR A PROJECTSTEPS TO ENABLE



Select Draft, Active, or Closed as the project status.

KEY RESOURCES


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COLLABORATE SOCIALLY ON PROJECTS USING ORACLE SOCIAL NETWORK

Start, view, and contribute to project and task-related conversations and add other people to the discussions using Oracle Social Network. Upload and review documents, highlight critical information, and communicate in real-time to resolve open items.


Use the Social button on the toolbar of the Manage Project Plan page to collaborate on Oracle Social Network

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STEPS TO ENABLE

To enable collaboration for projects:


2. Search for the Manage Oracle Social Network Objects for Project Execution Management task in the All Tasks tab, and click Go To task.

3. Select the Project object and then select the Enable Object button.

4. Select either the Manual or Automatic option and click OK. Select Manual to let users decide if issue information is sent to Oracle Social Network. Select Automatic to automatically send issue information to Oracle Social Network.

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5. In the Attributes section select the Create icon.

6. Select the attributes to enable and then click OK.

7. Save.


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You can enable or disable attributes to share on the issue wall over time if your requirements change.

KEY RESOURCES


USE WORK PLAN TEMPLATES TO QUICKLY CREATE TASK STRUCTURES

Standardize the creation of task structures across teams by creating work plan templates for commonly used sets of tasks. Use the work plan templates to quickly build task structures for project plans. Include information such as tasks, resources, and dependencies in the work plan templates. With the appropriate access, share work plan templates with other project managers.


Use the page-level Actions menu to save a project as a work plan template and optionally, share the template publically

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Edit the work plan template using the Manage Work Plan Templates window

STEPS TO ENABLE



Create a project plan with a standard task structure, assign placeholder resources, effort, add constraints and dependencies, and use Save as Work Plan Template from the page-level Actions menu.

Edit or delete all work plan templates you created using the Manage Work Plan Templates window from the page-level Actions menu.

Share work plan templates with other team members by enabling the Public checkbox.

Create project tasks using a work plan template.

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KEY RESOURCES


DEFINE PROJECT MILESTONES

Create milestone tasks in the project plan and view milestone-only Gantt charts to quickly and efficiently track project progress. Track events such as the completion of a project stage or a major project deliverable, a key decision point, or an approval point. Use milestone tasks to monitor progress and determine whether a project is on schedule.


Use the Create Milestone icon on the toolbar to quickly create a milestone

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Use the Actions menu in the Project Management work area to create a finish milestone

STEPS TO ENABLE



Select a row and click the Create Milestone icon on the toolbar to create a milestone task after it.

Create dependencies between multiple milestone tasks to efficiently manage project dates. Create standard milestones in your work plan template.

KEY RESOURCES


REFRESH INDIVIDUAL REGIONS ON THE PROJECT MANAGER DASHBOARD

Project managers can use the Project Manager Dashboard to review key project data. They can refresh data, drill down from Recent Activity and Project Amounts regions to the project plan, and view all draft and active projects.


My Projects region in the Project Manager Dashboard showing the new Refresh button

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STEPS TO ENABLE



Periodically refresh regions on the Project Manager Dashboard to see the latest data. This capability is especially pertinent if you have drilled down to the region, made modifications to the data, and have returned to the Project Manager Dashboard.

KEY RESOURCES


ANALYZE PROJECT HIERARCHY DATA USING ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE

Project executives can use Oracle Fusion Transactional Business Intelligence to analyze project plan data such as cost, schedule, effort, and bill amounts. The Project Hierarchy Real Time Subject Area provides project executives this information rolled up the enterprise project structure. They can analyze the project hierarchy metrics using dimensions such as project hierarchy, resource, employee, task, task hierarchy, progress status, time, project, and sprint.

The following screen capture illustrates the Project Hierarchy Real Time Subject Area and a report created in Oracle Fusion Transactional Business Intelligence.

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Project Hierarchy Real Time Subject Area showing a sample project hierarchy report

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STEPS TO ENABLE

This feature is enabled by default. You can set up your enterprise project structure in the following manner:


2. Search for the Manage Enterprise Projects Structure task in the All Tasks tab, and click Go To task.

3. In the Enterprise Project Structure section on the left, create the folders for your enterprise project structure.

4. To create a folder, select the All Projects level and click Create to create a folder at that level.

5. In the Add Child Node window, enter a folder name and description.

6. Click Save and Create Another to add another folder. When you’re done, click Save and Close.

7. You can create subfolders by selecting the folder level and clicking Create. You can create up to 10 folder levels.

8. Now include the unassigned projects in your enterprise to the Unassigned Projects level. Projects that have not been created through the application may not be present in the Enterprise Project Structure. From the Actions menu, select Include Unassigned Projects.

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9. To move projects to a folder, select the Unassigned Projects folder to see the projects listed in the Enterprise Projects section on the right.

10. Select single or multiple projects by dragging over the row header or using CTRL+click, and from the Actions menu, click Move Projects. You can move projects to different folders at any time.

11. In the Move Projects window, select a folder and click Save and Close. Continue until you are done assigning all projects to the respective folder.

12. Once you’re done, the Enterprise Project Structure will look as shown in the screen capture below.


New projects are added to Unassigned Projects by default. Keep the first part each name unique to make it easy for search. Schedule the Update EPS Data process to periodically update the information for the reports.

KEY RESOURCES

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VIEW ENTERPRISE PROJECT STRUCTURE USING THE PROJECT HIERARCHY VIEWER

Enables project executives to view the project hierarchy of the enterprise and brings value by displaying summarized information about projects at a particular level of the project hierarchy. The project structure shows the labor demand in full-time equivalents and gives a full picture of the resource requirements by project role in projects.

The project labor demand is calculated by first spreading the allocation hours evenly over the duration that the resources are assigned to the project. It then calculates the hours per quarterly time period by project and project role and divides by the quarterly FTE to get the project and project role quarterly FTE. Next, it rolls the quarterly and annual labor hours by project and project role up the hierarchy. And finally, it calculates the quarterly and annual FTE hours based on the default FTE hours.


Project hierarchy showing labor demand full-time equivalent for an enterprise

STEPS TO ENABLE

This feature is enabled by default. However, you must set up the enterprise project hierarchy as given in the feature Analyze Project Hierarchy Data Using Oracle Fusion Transactional Business Intelligence.

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1. Optionally, update the Quarterly FTE hours using the Manage Project Management Implementation Options setup task. The default value is 520 hours.


Schedule the Update EPS Data process to periodically update the information for the project hierarchy viewer.

KEY RESOURCES


ANALYZE PROJECT PLANS USING ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE

Project managers can choose to view the primary project manager in reports from the Project dimension in the existing project plan subject area.

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Add Primary Project Manager to Reports

STEPS TO ENABLE



Add the primary project manager to existing reports or to new reports.

KEY RESOURCES


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MANAGE PROJECT CHANGES

Create change orders to manage the entire lifecycle of a change order starting from the creation to the implementation of the change. Describe a proposed change and the impact of the change to various business entities such as project plan, resources, requirements, contracts, and budgets.

With a flexible change management system, change owners and other participants who have a role in the change process can create, manage, approve, and implement changes in the application. Using change management you can:

Create change orders.

Assess the impact of changes and obtain approvals.

Track implementation of the change.


Use the Manage Change Orders page to create change orders and add participants in various roles to analyze impacts on a change order

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STEPS TO ENABLE



Include project managers and key stakeholders from the beginning of the change process to ensure the change is communicated to the key stakeholders in your team.

KEY RESOURCES

Release Training for Oracle Fusion Applications Release 9: Oracle Fusion Project Management Cloud Service Enhancements: Efficiently Manage Change Orders.

MANAGE PRODUCT DEVELOPMENT PROJECTS

Product managers create concepts, proposals and requirement specifications in Oracle Fusion Innovation Management. The project manager then creates a project with tasks, tracks progress on the three types of work items, and manages the product development lifecycle.

The following screen capture illustrates how you can manage work items and set task completion rules.

Associate work items for a project task and set up rules for task completion in the Work Items column

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STEPS TO ENABLE

You must enable one of the following functional areas under the Product Management offering:

Product Requirements and Ideation Management Concept Design Management


Use the Manage Columns icon to display the Work Items column if it is not already displayed.

You can’t see the Work Items column if you haven’t enabled Product Requirements and Ideation Management or Concept Design Management functional areas.

KEY RESOURCES

Release Training for Oracle Fusion Applications Release 9: Oracle Fusion Project Management Enhancements: Manage Product Lifecycle Management Projects.

DRIVE TASK COMPLETION BASED ON WORK ITEM STATUSES

In product development projects, the status of a work item can determine whether a task is complete. Project managers can associate one or more work items with a task, and define rules based on work item statuses for the application to determine if tasks are complete.

For example, the submission for approval and approval of concepts, proposals and requirement specifications in Oracle Fusion Innovation Management can drive task completion.


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Use the Manage Work Items window to associate work items that determine the completion of tasks and set up task completion rules

Select the Complete Tasks Based on Work Item Statuses action to automatically mark tasks as complete based on the work item rules

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STEPS TO ENABLE

Follow the steps in the Steps to Enable in the Manage Product Development Projects feature.


Don’t update the actual effort, percent complete, or progress status columns manually if you have set up rules for work items to manage task completion. Use the action to Complete Tasks Based on Work Item Statuses to update the status of tasks.

KEY RESOURCES


REVIEW WORK ITEM DETAILS

After creating work items for project tasks, project managers can navigate from the Manage Project Plan page to view details for the associated concepts, proposals and requirement specifications in Oracle Fusion Innovation Management.


Click the Open Work Item icon to navigate to view the details of the work item in Oracle Fusion Innovation Management

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STEPS TO ENABLE

Follow the steps in the Steps to Enable in the Manage Product Development Projects feature.


Selecting the Open Work Items icon opens a new browser tab to display the work item details.

KEY RESOURCES


MANAGE PROJECT AND TEAM MEMBER EVENTS USING PROJECT CALENDAR

Project managers can get a complete perspective of all events impacting the project schedule. They can create specific events to indicate nonworking time or time blocked for other events, as well as display project activities such as deliverables, milestones, and project tasks in the calendar format.

Use the project and team calendar to:

Add specific events for your project. Add events on behalf of team members. View project work and team member events in a familiar calendar format.


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Use the Manage Project Calendar action in the page-level Actions menu of the Project Management work area to view events that impact your project schedule

STEPS TO ENABLE



Use the Manage Project Calendar action in the page-level actions menu in the Project Management work area to view your project calendar.

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KEY RESOURCES


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TASK MANAGEMENT

Oracle Fusion Task Management enables organizations to manage all work and related interactions in a consolidated place. Team members, challenged by the quantity of tasks they own, no longer have to track administrative and project work in different places since all tasks are managed and progressed in a single view.

ENHANCED E-MAIL NOTIFICATIONS TO TASK OWNERS AND FOLLOWERS

Receive e-mail notifications to stay current on important events such as when a task is assigned or when you’re added as a task follower. Identify who assigned the task and the task name from the e-mail subject to know what it contains without opening the e-mail.

Open the e-mail to learn more about the task, and navigate directly from the e-mail to the Manage Tasks page. Edit e-mail notification settings from the Team Member Dashboard.


E-mail notification when a task is assigned

STEPS TO ENABLE

This feature is enabled by default so that team members receive immediate notifications when a new task is created, reassigned to someone, is completed, or when task exceptions occur.


Receive e-mail notifications when someone else assigns a task to you.

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Turn off or change e-mail notification settings from the My Profile region in the Team Member Dashboard.

Change the e-mail notification settings for projects of which you are a team member

Change the e-mail notification settings for projects you manage

KEY RESOURCES

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Release Training for Oracle Fusion Applications Release 9: Oracle Fusion Task Management Enhancements: Collaborate on Projects and Tasks.

MANAGE DELIVERABLES FOR PROJECT TASKS

View the deliverables that are associated to project tasks, create and associate deliverables to a project task, update and mark deliverables.


Manage deliverables assigned to you in the Deliverables region on the My Work work area

STEPS TO ENABLE



View deliverables for project tasks. Either create a new deliverable for a project task, or associate an existing deliverable using

Search and Add from the Create button.

KEY RESOURCES

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MANAGE MILESTONES FOR PROJECT TASKS

View milestones, enter progress for milestones, and collaborate on milestones with other team members from the Manage Tasks page. Apply a filter to easily view milestones in the task list.

Manage all work in a single place and collaborate with team members to achieve the project milestones.


View milestone tasks assigned to team members

STEPS TO ENABLE



Only project managers can update the milestone dates.

KEY RESOURCES


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ENHANCED PROGRESS ENTRY FOR PROJECT TASKS

Enter progress on a project task by updating percent complete, actual hours, or remaining hours. Propose the total hours needed to finish the project task if there is a change to the current planned hours assigned to the task.

The enhanced progress entry methods for project tasks empower team members to keep track of progress of project tasks in a more flexible way depending on the need. Team members can collaborate with project managers on work estimates by proposing the total hours needed to finish the tasks. This supports planning accuracy and significantly improves the team's productivity.


Enter progress on your tasks in the Enter Progress region

STEPS TO ENABLE



Team members can change the total planned hours only by proposing a value for the total hours to the project manager. If the proposed value is within the threshold, then value for the Total Planned Hours field is accepted immediately. If the proposed value is outside of the threshold, the project manager needs to approve the new value.

If you update either the actual hours worked, remaining hours, or percent complete, then the application automatically updates the values for the two remaining fields.

Fields in the Progress region are in view-only mode for followed tasks.

KEY RESOURCES


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CREATE, UPDATE, AND VIEW TASKS USING PPM MOBILE

Use the mobile application of Oracle Fusion Task Management to create, view, and update tasks from a mobile device. Enter a task name to quickly create a task, or enter a multiple task names to create more than one task simultaneously. View both active and completed tasks in the task list. Update task attributes including the start date, finish date, priority, and description and assign tasks to other team members. Mark to-do tasks as completed and enter progress on project tasks by marking them as started or completed, or by entering the percent complete. Review exception messages on tasks, such as a task that is past its due date.

The PPM Mobile application takes collaboration to a new level. Team members can manage their tasks conveniently anywhere and anytime. They no longer have the obligation to turn on their computer to look at what they need to do next. They can find out what to do next, make updates, report progress, and create new tasks between meetings, or while waiting for a subway using their iPhone. The application is simple and intuitive, and it improves work efficiency.


PPM mobile application showing a list of My Tasks

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STEPS TO ENABLE

This feature is enabled by default. However, administrators need to do some configuration and the information can be found in the Release 9 Release Notes.


Install the mobile application on your phone by searching for Oracle Tap in the Apple App Store. Depending on your server configuration, you may need to connect to your company's VPN to sign in.

Team members can create their own mobile dashboard reports on the Home page.

KEY RESOURCES


RESOURCE MANAGEMENT

With Oracle Fusion Project Resource Management organizations can optimize the allocation and utilization of their most precious resource: their people. Innovative and intuitive tools let resource managers and project managers ensure that the best-fit resource is identified and placed on each and every project assignment, to the benefit of the organization, the project resource, and the end customer, whether it be for internal or external billable projects.

ANALYZE RESOURCE UTILIZATION USING ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE

Analyze utilization facts such as projected, targeted, and actual resource utilization hours and percentages, using dimensions such as resource pool and primary project role in Oracle Fusion Transactional Business Intelligence.

Reports can be created to answer questions such as:

What is the variance between resources’ target and projected utilization and hours?

What nonproject event hours did a resource charge time to in the prior period?

What are the actual hours for resources in my pool in a prior quarter and how does that compare to target hours?

The additions to the Project Resource Management - Resource Management Real Time Subject Area include the following dimensions and measures:

o Project Role Dimension

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o Resource Dimension

o Project Resource Actuals Dimension

o Target Utilization Percentage Measure

o Projected Utilization Percentage Measure

o Actual Utilization Percentage Measure

o Actual to Target Utilization Percentage Variance Measure

o Actual to Projected Utilization Percentage Variance Measure

o Projected to Target Utilization Percentage Variance Measure

o Non Utilizable Actual Time Measure

o Nonproject Event Actual Time Measure

o Actual Hours Quantity Measure

o Utilizable Actual Time Measure


Example of Building a Resource Utilization Report

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Submitting the Update Resource Utilization Data Process to Provide Data for Reporting

STEPS TO ENABLE



Run the Update Resource Utilization Data process periodically to account for new resources and assignments, and changes in resource calendars.

The Update Resource Utilization Data process defines a week as Sunday through Saturday. The current week includes all 7 days from Sunday through Saturday, regardless of the day that you run the process.

o If you run the Update Resource Utilization Data process after Sunday, the first day of the current week is the preceding Sunday.

o If you run the process on Sunday, the current week begins that day

KEY RESOURCES

Release Training for Oracle Fusion Applications Release 9: Oracle Fusion Project Resource Management Enhancements: Efficiently Manage Your Resource Assignments and Utilization.

ASSIGN RESOURCE DIRECTLY TO PROJECT

Assign a resource to a project without creating a project resource request. Enable the resource manager to streamline the assignment process and quickly staff a resource on a project.

A resource manager can address the immediate staffing needs of a project without requiring a project manager to submit a project resource request. If the resource manager already knows a qualified resource for the assignment, the resource manager can assign the resource to the project with no further action required by the project manager.

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Creating a Project Resource Assignment without a Project Resource Request

STEPS TO ENABLE



The application automatically creates a project resource request to provide an audit history for the assignment.

KEY RESOURCES


CAPTURE RESOURCE COST AND BILL RATES

Capture resource cost and bill rates on project resource requests. View the rates during the search and evaluation of resources to fulfill a request. When a resource is assigned to a project, the default assignment cost rate is from the cost rate on the project enterprise labor resource definition, and the default assignment bill rate is the target bill rate that is specified on the project resource request.

On the project, the application uses the rates to calculate cost and bill amounts for planning purposes for both the project allocation for the resource and for individual task assignments.

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Cost and Bill Rates for a Project Resource Assignment

Cost and Bill Rates Used to Calculate Cost and Bill Amounts for Resources on a Project

Cost and Bill Rates Used to Calculate Cost and Bill Amounts for Task Assignments

STEPS TO ENABLE



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Project resource assignment rates are always in project currency. If a rate is not available or the rate is in a currency other than project currency, then either the resource manager or project manager can enter the rate for the project resource assignment.

KEY RESOURCES


For more information on cost and bill rates, go to Application Help, Labor Resource Cost and Bill Rates: Explained topic.

ANALYZE ACTUAL RESOURCE UTILIZATION AND COMPARE TO TARGET UTILIZATION

Analyze resource actual utilization for the current quarter, previous quarter, or previous four quarters and view actual hours for an individual resource by project. Actual utilization for the current quarter includes both actual hours that have been recorded to-date and project assignment hours from the current date to the end of the quarter.

The actual utilization details include the ability to:

• Review actual hours, by project and event, submitted by individual resources for a selected display period.

• Review the actual and projected hours for the current display range.


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Actual Utilization Details with a Focus on Projects and Events

STEPS TO ENABLE



For the current quarter display period, the resource manager can review the breakdown of actual hours and projected hours that comprise the actual utilization percentage.

KEY RESOURCES


For more information on target utilization, go to Application Help, Resource Target Utilization Percentage: How It's Determined topic.

USABILITY ENHANCEMENTS FOR RESOURCE MANAGER DASHBOARD

View the last date and time that transactional data was updated for the Resource Manager Dashboard to determine the freshness of the information. In addition, view all open project resource requests on the Resource Manager Dashboard.

The dashboard enhancements include the ability to:

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• View open project resource requests for any requested start date to find work for unassigned resources.

• Note the utilization data updated date on the dashboard to determine the timeliness of the utilization data.


Choices for Filtering Open Project Resource Requests by Requested Start Date Range

Information Regarding the Last Update of the Utilization Data

STEPS TO ENABLE



If the data is too old, then you need to run the Update Resource Utilization Data process.

KEY RESOURCES


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CREATE AND UPDATE PROJECT RESOURCE REQUESTS FROM EXTERNAL APPLICATIONS

Create project resource requests from an external application using services that create, update, and read the requests.

An organization can use these services to leverage the capabilities of resource management and gain maximum flexibility in supporting a full business flow across multiple applications. For example, if you have another application that captures the details of project resource demand while tracking project sales opportunities, then you can use the services to transfer that information to Oracle Fusion Project Resource Management and create or update project resource requests. You can also provide information back to the source application if you need to track the status of the requests.


createResourceRequest - Use this operation to create project resource requests.

findRequestByProject - Use this operation to read project resource request information.

findRequestByName - Use this operation to read project resource request information.

updateProjectResourceRequestDetails - Use this operation to update project resource requests.

updateProjectResourceRequestStatus - Use this operation to update project resource requests.

deleteRequestByProject - Use this operation to delete project resource request information.

deleteByRequest - Use this operation to delete project resource request information.

updateProjectResourceRequestShortlist - Use this operation to add or remove the project enterprise labor resources from a project resource request shortlist.


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Viewing Information in the Oracle Enterprise Repository

STEPS TO ENABLE



2. Enter Project Resource Request as the search term.






The service is secured with the Manage Project Resource Request Service privilege (PJR_MANAGE_PROJECT_RESOURCE_REQUEST_SERVICE_PRIV). The privilege rolls up into the Project Resource Management Administration Duty (PJR_PROJECT_RESOURCE_MANAGEMENT_ADMINISTRATION_DUTY).

KEY RESOURCES

Oracle Enterprise Repository > ADF Service > Project Resource Request

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Release Training for Oracle Fusion Applications Release 9: Oracle Fusion Project Management Enhancements: Integrate Fusion Project Execution with Other Applications

ADJUST ASSIGNMENT DATES FOR MULTIPLE RESOURCES

Adjust the assignment dates for single or multiple project resource assignments simultaneously with no project manager approval required.

The resource manager can select one or more resource assignments and adjust the assignment dates simultaneously without requiring approval by the project manager. The resource schedules immediately reflect the most accurate assignment dates. This enables the resource manager to efficiently handle sudden shifts in the scheduling of project work for an entire project team at one time.

For example, if the start of a project is delayed a week, then you can select the resources for that project, enter the new start and finish dates, note the reason for the adjustment, and immediately submit and approve the change.


Selecting the Adjustment Type to Change Assignment Dates

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Dialog Box for Adjusting Dates for a Single Resource Assignment

Dialog Box for adjusting dates of multiple resource assignments

STEPS TO ENABLE



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To cancel multiple assignments, enter the adjustment reason in the Cancel Assignments window, and then submit and approve the adjustments.

The application creates a project resource request for each adjusted assignment to communicate and track the adjustment approval.

Important: When selecting multiple project resource assignments for adjustment, if one or more of the rows is ineligible for adjustment, then the application does not adjust any assignments. You can then review the exception reasons for each assignment with an issue and choose to either remove that assignment from the adjustment or cancel the adjustment for all selected assignments.

KEY RESOURCES


CANCEL MULTIPLE RESOURCE ASSIGNMENTS

Cancel multiple project resource assignments simultaneously with no project manager approval required.

Resource managers can select multiple project resource assignments and cancel the assignments simultaneously without requiring approval by the project manager. The resource schedules immediately reflect the most accurate resource available capacity.

For example, if a project is canceled then the resource manager can quickly cancel the assignments for all of the resources assigned to the project. This immediately frees up the resources to work on other projects.


Selecting the Adjustment Type to Cancel Assignments

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Dialog Box for Canceling a Single Resource Assignment

Dialog Box for Adjusting Dates for Multiple Resource Assignments

STEPS TO ENABLE



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You cannot cancel a resource assignment in any of these circumstances:

o A task assignment exists for this resource o The resource is the primary project manager o The resource assignment status is Planning Only or Pending Adjustment

The application creates a project resource request for each adjusted assignment to communicate and track the adjustment approval.

Important: When selecting multiple project resource assignments to cancel, if one or more of the rows is ineligible for cancellation, then the application does not cancel any assignments. You can then review the exception reasons for each assignment with an issue and choose to either remove that assignment from the adjustment or cancel the adjustment for all selected assignments.

KEY RESOURCES


MANAGE AVAILABILITY AND STAFFING FOR RESOURCES MAINTAINED OUTSIDE OF ORACLE FUSION HUMAN CAPITAL MANAGEMENT

Search for and assign managed project enterprise labor resources that are maintained outside of Oracle Fusion Human Capital Management. Track resource availability for resources who are not HCM employees or contingent workers. In addition, attach resumes to a resource's profile. The application compares the resume text to the keywords entered on a project resource request when searching for qualified resources.

For example, if your organization does not use Oracle Fusion Human Capital Management, then you can still leverage Oracle Fusion Project Resource management to manage the availability and staffing for your people. You define the resources without the need to reference an existing employee or contingent worker, choose whether to create a user for the resource, and then manage the resource like any other resource. Managing resource availability is exactly the same for all resources. Although these resources do not have a talent profile in Oracle Fusion Human Capital Management, you can upload resumes and perform keyword searches as part of the project resource request search process.


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Example of a Resource Not Created from an Employee or Contingent Worker

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STEPS TO ENABLE

You can create resources without a reference to employees or contingent workers on the Manage Project Enterprise Resources page:

1. Select action to create a new resource.

2. Select Labor as the type.

3. Do not select the Create from HCM person option.

4. Enter the resource’s name and e-mail.

5. Select the calendar. The calendar is essential for determining the resource’s availability.

6. Enter other personal details as needed.

7. Upload a resume as a Microsoft Word or PDF attachment. The resume is needed if you want to search for qualified resources using keywords.

8. Enable the option to Manage resource availability and staffing.

9. Select the resource pool for the resource.

10. Enter cost and bill rates if you want to compare the resource’s rates with the target rates on project resource requests.


You can also create this type of project enterprise resource automatically from the Manage Project User Provisioning setup page. When you create the user account for a person, the provisioning process also automatically creates a project enterprise resource. After you create the user account, you can navigate to the Manage Project Enterprise Resources page to enable the resource for availability and staffing.

KEY RESOURCES


For more information on resources, see the topic, What's the difference between a project enterprise labor resource and a project-specific resource? in the application help.

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REVISION HISTORY

This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top.

Date What’s Changed Notes

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. 0114 R9_ProjectPortfolioManagement_WhatsNew_15Sep2014

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