Project Financial Management Lifecycle Exercises - 2

FUSION APPLICATIONS: PROJECT
FINANCIAL MANAGEMENT
IMPLEMENTATION
Project Lifecycle Exercises
RELEASE 11.1.10.0.0
PTS VERSION
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CONTENTS
Initiate and Plan Project ........................................................................................................ 1
Create a Project ................................................................................................................ 1
Manage Project Budget ..................................................................................................... 4
Manage Project Costs ........................................................................................................... 8
Capture and Adjust Project Costs ...................................................................................... 8
Create Labor Expenditure Batch via Manual Entry Screen .............................................. 10
Create Labor Expenditure Batch via Excel ...................................................................... 12
Accounts Payable Invoice to Project ................................................................................ 14
Manage Capital Assets ....................................................................................................... 17
Review Capital Assets ..................................................................................................... 17
Manage Project Progress and Forecast .............................................................................. 18
Review Project Progress ................................................................................................. 18
Enter Project Progress .................................................................................................... 19
Manage Project Forecasts ............................................................................................... 21
Manage Contracts............................................................................................................... 23
Add User as a Resource ................................................................................................. 23
Create Contract ............................................................................................................... 23
Generate Contract Invoice ............................................................................................... 25
Generate Contract Revenue ............................................................................................ 29
Manage Project Performance.............................................................................................. 30
A Day in the Life of a Project Manager ............................................................................ 30
Initiate and Plan Project

Create a Project
Objective
The purpose of this document is to demonstrate the Oracle Fusion Project Portfolio
Management functionality around the creation of a Project.
Step Action
1. Sign in as the user you created: PPMXX.Student
2. Start from the Navigator - Click the ‘Navigator’ link -> ‘Projects’ -> ‘Project
Financial Management’
The ‘Project Overview’ page is displayed.
3. Click the pull down arrow next to the ‘Create Project’ button and select the
‘From Template’ option
4. Open search area
In the Template Name field, enter ‘US’
Click the Search button.
Select the template name “US Billable with Burden”
Click on the Create from Template button

5. Create your new project, with the following data:
Project name = PPMXX.Student Project

Project number = PPMXX.Student Project
Project Start Date = use the calendar icon to select current date
Organization = accept default ‘Consulting US’
Legal Entity = accept default ‘US1 Legal Entity’
Project Manager: your user.
Note: format is Last Name, First Name. i.e. PPMxx.Student
6. Scroll down to the ‘Financial Plans’ section. Note that the ‘Budgets’ and
‘Forecasts’ will be automatically created.
7. Once all the fields have been entered, click ‘Save and Continue’
8. From ‘Manage Project Definition’ click the ‘Parties’ tab.
9. Click the ‘Add’ icon in the Team Members region.
A pop up window appears to enable you to search for a person.
Click on the ‘Person’ field dropdown and click on the ‘search’ link.
The search window will open.
10. Enter ‘Brown’ in the name field and ‘search’.
Select ‘Brown, Dave’ -> OK (you can also ‘double click’ on a value to select)
Copyright © 2014, Oracle and/or affiliates. All rights reserved. 1

Step Action
11. In the ‘Project Role’ field dropdown select ‘Project Team Member’
Use the date icon to select the start date (use current date).
12. Save and Close
New team member ‘Dave Brown’ is now assigned to the project.
13. Click the ‘Manage Project Plan’ link under the tasks section.
The manage project plan window will open.
14. Maximize the amount of information shown without needing to scroll too much,
click the ‘Collapse Pane’ icon to hide the navigation panel.
15. Expand task 5 to reveal the two sub tasks.
16. ‘Right click’ on task 5 within the ‘Outline Number’ column to bring up the
‘Action Menu’.
Select ‘Edit Task and Subtask Dates’.
17. Sub task dates can also be changed automatically based on the new planned
date.
Enter a new start date that is two or three weeks later than the existing date
(i.e. don’t base on today’s date) for task 5 and ‘Submit’.
18. You will receive a warning message -> click OK.
19. Sub task dates have also changed by the same time factor.
20. To highlight or select multiple rows, press the [Shift] key and click on the rows
of the tasks you want to select.
Highlight tasks 5.1 and 5.2.

21. Right-click within the selected area to bring up the ‘Action’ menu again.
Select ‘Assign Planning Resources to Selected Tasks’.
22. The window opens showing available resources.
Select ‘Alan James -> ‘Select ‘Move to Selected Resources’, then select OK.
23. Enter 24 (hours) in the ‘Planned Quantity’ fields and ‘Save’
After saving the update point out that the Raw Cost has been automatically
calculated based on the employee cost rates held in the system. You can see
this looking at the Application Design and Setup (5.x): Resources pane if
you scroll down a bit while the task is highlighted.
24. On the Gant chart task line for the project (first line), scroll to the right and click
the ‘Note’ icon.
The notes window opens.
25. Click on the ‘Create Note’ icon in the Notes column.
2 Copyright © 2014, Oracle and/or affiliates. All rights reserved.

Step Action
26. In the ‘Create Notes’ window that opens, click the Create icon and add an
example note. “Dave Brown added to assist with additional work load.”
OK saves and closes ‘Create Note’ window
OK saves and closes ‘Notes’ window
From the Actions menu, select Set Baseline for Project Plan > Set Baseline
for All Tasks
Select Submit
Select OK, OK
‘Save and Close’ returns to the ‘Project Overview’ window
27. You can view notes added for any, or all, aspects of the project from this one
place.
In the ‘Notes’ pane ‘Area’ drop down, select ‘All’
28. Highlight the information displayed and point out the time and date link, which
enables you to drill to the original note.

Manage Project Budget

Objective
The purpose of this document is to demonstrate how to manage a Project Budget in

Oracle Fusion Project Control. Oracle Fusion Project Control delivers a highly
automated planning and financial control process with a focus on ease of use and
guided activities, while providing full-function capabilities.
Step Action
2. Start from the Navigator - Click the ‘Navigator’ link -> ‘Projects’ -> ‘Project
Financial Management’
The ‘Project Overview’ page is displayed.
3. Search for your project
Select the ‘Expand Search’ link
4. Enter your project number in the Project Number field and ‘Search’.
Your project will appear in the ‘Search Results’ region.
5. Click the link for your project.
The ‘Project Overview’ window opens.
6. Open the project budget and analytics screen.
Select the ‘Manage Project Budget’ link from the ‘Tasks’ list.
Note: You may need to ‘Restore Pane’ to see the ‘Tasks’ list.
7. The ‘Manage Budget Versions’ window opens.
‘Collapse’ the side pane to maximize screen width.
8. Review the project budget.
In the ‘Budget Amounts by Task’ region, select ‘Top Tasks’ from the
‘Display’ drop down
9. Hover over a section of the pie graph to display more detail.
10. In the ‘Budget Amounts by Resource’ region, select ‘Rolled-up amounts for
top-level resources’ from the ‘Display’ drop down.
11. Create a new budget version
From the ‘Actions’ menu select ‘Create Budget Version’.
To create a new Budget Version enter the following:

 ‘Financial Plan Type’ = ‘Approved Cost and Revenue in same plan
version’.
 In the Source Details region, ‘Budget Creation Method’ = ‘Generate
from another source’.
 ‘Budget Generation Source’ = ‘Project plan type’.
 ‘Source Plan Version’ = ‘Current working’.

Step Action
12. Select the ‘Show More’ link to view the additional options.
Review some of the additional options available for budget creation.
Plan Settings tab
13. Rate Settings tab
14. Click ‘Save and Next’
A new Budget Version is created.

15. Click ‘Save and Close’ from the ‘Save’ sub-menu.
Returns to the ‘Manage Budget Versions’ (‘Budget Landing’) page with the
two budget versions displayed.
16. Edit budget version
Click the ‘Version 1’ link.

‘Expand’ Task 2
Tasks 2.1, 2.2 and 2.3 are revealed.
17. Fusion PPM provides the ability to perform mass adjustments - thus minimizing
the need for manual data entry
Adding Resources
Select tasks 2.1 -> 2.3. Press the [Shift] key and click in the ‘Task Number or
Resource’ field on tasks 2.1, 2.2 and 2.3 to highlight these rows.
18. Right mouse click on one of the highlighted rows to bring up the ‘Action’ menu
and select ‘Assign Planning Resources to Selected Tasks’.
The ‘Assign Planning Resources to Selected Tasks’ window opens.

19. In the ‘Planning Resources’ region select ‘View’ -> ‘Query by Example’
20. Enter ‘Dave’ into the query field -> enter.
21. Select ‘Planning Resource’ = Dave Brown -> ‘Move to Selected
Resources’ -> OK.
22. Allocate planned hours to the new resource
Expand tasks 2.1, 2.2 and 2.3 to show all resources.

Enter the number of planned hours (e.g. 24) for ‘Dave Brown’ into the
‘Quantity’ fields.
Click ‘Save’.
Note that the ‘Cost’ and ‘Revenue’ amounts have been automatically updated
based on the centrally managed rate schedules.

Step Action
23. Adjusting Planned Quantities
Illustrating the simplicity of making mass changes.
Select ‘Planning resource breakdown structure’ from the ‘Display’ drop

down list to change the view of the data.
The data is switched and displayed by ‘Resource’.
24. Highlight the ‘US Consulting Services’ row and ‘right click’ in the ‘Task
Number or Resource’ field.
Select ‘Adjust
25. Select ‘Amount Type’ = ‘Quantity’
Enter ‘Adjustment Percentage’ = 10
‘Save and Close’.
Note the Quantities have all increased by 10%.
26. Select ‘Create Baseline’ from the ‘Submit’ button submenu.
Click ‘OK’
Returns to the ‘Manage Budget Versions’ page. There are now 3 budget
versions displayed.
27. Budget Version Comparison
You will now compare the Version 2 (Working) budget to Version 1 (Current
and Original Baseline) budget.
Highlight the ‘Version 2’ budget line.

28. Select ‘Review and Finalize Budget’ from the ‘Actions’ drop down list.
29. Expand the ‘Plan Comparison’ section.
Note that ‘Version 2’ is automatically selected as the ‘Focal Version’.

30. Select the ‘Current Baseline Budget’ checkbox. This is the Version 1 budget
for comparison.
For ‘Graph Type’, select ‘Planned amounts by version’.

31. Hover over the graph to display more details.
32. Scroll down and point out the ‘Performance Overview’ and scroll right to
display the data for the ‘Current Baseline Version’.
Select ‘Cancel’.

Step Action
33. Returns to the ‘Manage Budget Versions’ page.
Select ‘Done’.
Logout of User

Manage Project Costs

Capture and Adjust Project Costs
Overview
Processing of project costs includes the allocation and burdening of costs and importing and
processing transactions. After processes are complete you can view the status of project
transactions and unreleased expenditure batches.
Step Action
2. Click the Navigator link.
Click the Costs link.
3. Click the Collapse Pane button.
4. The Cost Overview page is displayed. You can use the information on this
page to ensure that updates to cost information are accurate and timely.
Review the tabs and sections on this page as desired.
5. Now we are going to review some of the other functionality related to Fusion
Cost Processing.
Click the Manage Unprocessed Transactions link.
This page allows for the review of transactions that are currently being
interfaced and require additional processing or error resolution.
6. Click the Manage Expenditure Items link. Use this screen to review and make
adjustments to expenditure items.
7. Enter Project Number: PCS10030 (or desired project number) in the Search
section.
8. Click the Actions menu to review the actions you can perform for a transaction.
9. Click the Transaction Number link for any transaction to drill into the details of
the expenditure item. Review the information in each tab.
10. Click the Actions menu to review the actions that can be performed on an
expenditure item. Click the Done button.
11. Click the Manage Allocations link. Review as desired.
12. The Capitalized Interest section is where capitalized interest is generated and
the options are managed. Review as desired.
13. The Borrowed And Lent Processing section is where you can process
borrowed and lent transactions and manage Transfer Rules Rules and
Schedules. Review as desired.
14. Click the Manage Burden Schedules link. Review the Burden Schedules,
Versions, and Multipliers.
15. The Accounting section is where you can create and review journal entries,
create accounting and manage accounting periods.

Step Action
16. The Reporting section is where you can run accounting and period close
related standard reports. Review.

Create Labor Expenditure Batch via Manual Entry Screen
Step Action
2. Click the Navigator link. Click the Costs link.
3. Click the Manage Unprocessed Transactions link.
Click the Collapse Pane button.
4. Click the Actions menu. Select Create.
5. Enter the following in the Create Transactions window:
Expenditure Batch: Unique Batch Name
Business Unit: US1 Business Unit.
Source: External Time Entry System
Document: Timecard.
Document Entry: Straight Time.
Click the OK button
6. Enter Cost Collection Details:
Project Number: Your Project Number
Task Number: 1
Expenditure Item Date: Today’s Date
Expenditure Type: Professional
Expenditure Organization: Consulting US
7. Enter Person Details:
Person Name: Brown, Dave
8. Enter Time Card Details:
Quantity: 8
Original Transaction Reference: <Your Initials> + Number
9. Click the Save button.
10. Click the Import and Process button.
11. Click the Yes button.
12. Click the OK button, then the Done button.
13. Check the status of your process:
Click the Overview tab.
Scroll down and expand the Process Monitor region.
Click the Refresh icon.
Proceed when the status of the Import and Process Cost Transactions
process has Succeeded.
14. To review your transaction, click the Manage Expenditure Items link. You
may have to restore the task pane.
15. Enter your Project Number in the Project Number field. Click the Search
button.
16. Drill into your transaction. Click the Transaction Number link.
17. You can view the Expenditure Item details. Click the General tab.

Step Action
18. Click the Costing tab.
19. Click the Billing tab.
20. Click the Actions menu.
Click the Set to Nonbillable menu.
21. This changes the Billable from Yes to No. Click the Done button.

Create Labor Expenditure Batch via Excel

Pre Demo Step:
Please refer to the Laptop Configuration document for the current release for important
information regarding demoing with Excel.
Step Action
1. Sign in as the PM user you created: PPMXX.Student
2. Click Navigator, then select Costs link.
3. Select Create Labor Expenditure Batch. Select this to open Excel sheet for
Oracle Fusion Projects labor transactions.
4. Click OK to open the Microsoft Office Excel (default).
5. The file is downloaded. Click Yes to connect to the application.
6. Sign In to the Fusion Applications as the PM user you created:
PM_PPMXX.Student
7. Enter the Header Information:
Business Unit: US1 Business Unit

Batch Name: Enter a unique batch name. For example: Your initials and
today’s date.
If you want to upload more than one row, you must insert rows above the
existing row. Place your cursor on the existing row, right mouse click and
select Insert. Insert the exact number of rows that you need. In this script we
will only be uploading one row.
8. Enter values in the Required Fields. To display the LOV, double click on the
cell.
Document Entry: Straight Time

Expenditure Item Date: Today’s Date
Person Name: Brown, Dave
Task Number: 2.1
Expenditure Type: Professional
Expenditure Organization: Consulting US (or accept default)
Quantity: 16
Export the labor expenditures to Fusions Projects by Clicking the Export

button.
9. Check Process transactions, Click OK.
10. The Transaction Export Summary window displays the number of uploaded
items, Click OK
11. Return to the Fusions Projects Costs Work Area. Select Manage Expenditure
Items from the task pane.
Click the Collapse Pane icon.

Step Action
12. Enter your Project Number in the Project Number field and Click Search.
13. The transaction(s) you uploaded are displayed. Scroll to the right to view
additional fields.
14. Drill into your transaction by clicking the Transaction Number.
15. You can view the Expenditure Item details by clicking on the various
Expenditure Items tabs.
16. Pull down the Action Menu to view the actions that can be performed on the
expenditure item.
Click to get back to the Manage Expenditure Items page.
17. Pull down the Action Menu to view the selections. Select Account and Post
to Ledger. Note that you can also run Create Accounting in batch mode from
the Accounting Tasks.
Click the OK button.

18. Select View Accounting from the Action Menu to view the Project Accounting
Lines that were created.
19. Logout

Accounts Payable Invoice to Project
Step Action
1. Sign In as PPMXX.Student
2. Click the Navigator link. Click the Payables -> Invoices link.
Note: If you don’t see that link it’s because your PPM<xx>.Student
usercode does not have the security role needed to have Payables ->
Invoice functionality. Therefore, you need use OIM to add Accounts
Payable Specialist US1 Business Unit to the PPMxx.Student user account
before you can carry out this exercise.
Navigate to the Setup and Maintenance work area.
3. Select the All Tasks tab.

4. In the Search region, enter Provision Roles to Implementation
Users in the Name field.
5. Click Search.
6. Click Go to Task for the Provision Roles to Implementation task
(first line in the Search Results table). This will invoke Oracle
Identity Manager (OIM).
7. Click on the Administration tab.
8. Click on Advanced Search – Users link.
9. In the User Name field, enter your PPM<xx>.Student user (e.g.
PPM10.Student).
10. Click Search
11. Click on the link for your user
12. Click on the Roles tab.
13. Click on the Assign button.
14. In the Display Name field enter Accounts Payable Specialist
US1 Business Unit.
15. Click on the Add button at the bottom of the pop-up box.
16. Close the tab with OIM (don’t log-off), just click close the browser
tab.
17. Go back and start again with step 1.
18. In order to have the new roles active, you’ll probably need to log-
off, restart the browser, clear the browser cache and log back on.
You may have to repeat this a couple of times and/or wait 5
minutes before the changes take full effect.
19. The invoice overview is displayed with an Overview of Scanned Invoices,

Recently Entered Invoices and Invoices Requiring Attention
Click the Create Invoice link.

Step Action
20. Enter the Invoice Header details:

Supplier: Lee Supplies
Supplier Site: Lee US1 (default)
Number: Unique Number
Amount: 1095.00 ($1000 item amount $30 + $65 system calculated tax)
Date: Defaults to today
21. To add a Line to your invoice, click the Add Row icon.
22. Enter the Line Details:
Enter "1000"in the Amount field.
Click the Distribution link.

23. Click the Distribution Combination icon.
24. Enter Distribution Combination 101.10.60520.620.000.000.
Click the OK button.

25. Click the Project link.
26. Enter the Project details:

Task Number: 1
Expenditure Item Date: Today’s Date (as defaulted)
Expenditure Type: Supplies
Expenditure Organization: Consulting US
Click the Invoice Actions menu; at top of page.

27. Select Validate.
28. Click the Invoice Actions menu. Select Account and Post to Ledger.
Note: The invoice must be Accounted before it can be imported to Projects.

29. Click the OK button.
30. Click the Navigator link. Click the Projects-> Costs.
31. Click the Import and Process Cost Transactions link.

Step Action
32. Enter Parameters as follows:

Process Mode: Importing and processing transactions
Transaction Status: Not previously imported
Transaction Source: Oracle Fusion Payables
From Project Number: Your Project Number
To Project Number: Your Project Number
Process Through Expenditure Item Date: Today’s Date (or date that includes
your invoice date)
Click the Submit button.

33. Click the OK button.
34. Scroll down to the Process Monitor region.
Click the Refresh button to see the status of your process.
35. To review imported transactions, click the Manage Expenditure Items link.
36. Enter your Project Number into the Project Number field. Press [Tab].
37. Your Transaction is displayed. Note you are seeing the transactions for the
Item cost and tax. Scroll to the right to review additional information. Click the
Transactions Number to review the expenditure item details.
38. Click the Done button.

Manage Capital Assets
Manage Capital Assets

Review Capital Assets
Step Action
2. Click Navigator, then select Projects -> Assets link.
3. The overview page shows pending transactions and exceptions.
4. Note that Assets Without Assignments and Assets Ready for Transfer are
accessible from the Pending tab
5. If there are any records in the table, click on the number in the detail section for
either project in the Assets Ready for Update section
Manage Asset Lines window is displayed.

6. Click on the Actions pull down to view available actions.
7. Click on View Asset Line Details.
8. Review Asset Line Detail information, click on the Done button to close.
9. Review asset information, click on the Cancel button to close.
10. Return to the Overview window.
11. Click on the Manage Capitalized Interest Rates link in the Task pane under
the Capitalized Interest section.
12. Review the Interest rates Click on the Cancel button to close.
13. Return to the Overview window.
14. Click on the Manage Capital Projects link in the task pane under Capital
Projects
15. Search for the capital projects in the USA1 Business Unit
16. Click on the Actions pull down to view available actions
17. Highlight the project ‘ Dixon Imaging Solution’
Click on Manage Capital Assets in the Task pane under Capital Projects
18. The links under the actions menu allow you to position the details below. Click
on the Asset Details link to move to that section
19. Click on Depreciation to move to that section
20. Click on the Capitalization Details link to move back to the Capitalization
Details section
21. Click on Cancel to close
22. End of Procedure.

Manage Project Progress and Forecast

Objective
The purpose of this document is to demonstrate how to Manage Project Progress

and Forecasts in Oracle Fusion Project Control. Oracle Fusion Project Control
delivers a highly automated planning and financial control process with a focus on
ease of use and guided activities, while providing full-function capabilities. This
document will highlight some of the key features and benefits of the Progress and
Forecast capabilities.
Important: This script walks you through looking at an existing project for which progress
has been published. Please do not capture progress or make any changes to this or any
other seeded project. If you need to actually show this process, you will need to create your
own project, enter actuals, and summarize the performance data prior to capturing progress.
Review Project Progress
Step Action
1. Sign in as the PM user you created: amy.marlin
2. Click Navigator, then select Projects -> Project Performance Reporting link.
3. You are taken to the Project Performance dashboard where you cannot only
review project performance, but you can take an action on a project as well.
4. Ensure that the row for McNally Business Process Reengineering is
highlighted, Click on the Action Menu and select Track Project Progress.
5. This opens the Project and displays the Progress tab. Click the Collapse
Pane button on the left.
6. Click the Restore Pane button on the right to display the Progress Actual
Cost and Quantity (if its not displayed)
7. Click the View menu.
Click the Expand All menu.
8. Review the Progress Actual Cost and Quantity in the right pane. Note that
these details are for the entire project. Note the Earned Value Metrics. These
details are also available at the task level.
9. Note that Progress has already been published for several tasks. You can see
that Actual Amount, ETC, and Physical % Complete have been updated for
task 1-9. Scroll to the right to see additional details
10. Highlight the row for Task 1.
11. Review the details for Task 1.
12. Click the Cancel button.

Enter Project Progress
Step Action
2. Click Navigator, then select Projects -> Project Performance Reporting link
3. Now highlight your project, PPMXX.Student Project.
4. From the Actions menu, select Update Project Performance Data. This will
ensure that the actual costs are available when capturing progress.
5. Click OK and wait until the process completes.
6. From the Action menu select Track Project Progress
7. This opens the Project Plan and displays the Progress tab.
8. From the Action menu (or toolbar button) select Capture Progress
9. Accept the date that the system defaults and click the Save and Close button.
10. Expand the task hierarchy to show all rows
11. Click the Collapse Pane icon on the left.
You now have more real estate to view the project plan
12. Expand the region on the right.
Progress and Earned Value Metric analytics are displayed.
13. Enter a meaningful value in ETC and the parent Physical Percent
Complete(%) columns for a task and resource combination.
14. Scroll right and note the following fields:
Actual Start Date
Actual Finish Date
Progress Status
Progress Notes
Enter some meaningful values here.

15. Select Save and note the Earned Value metrics displayed in the right pane
16. Click the Actions Menu and select View Graphical Analysis.
17. Click the Graph Name list and select Cost percentages.
19. Click the Publish Progress button.

Step Action
20. The Publish Progress window is displayed.
Check the following values:

Update planned quantity with EAC quantity 
Automatically generate forecast 
Financial plan type is ‘Primary Forecast Cost and Revenue in same plan
version’
Do Not Check the ‘Automatically approve forecast version’
Select OK
21. A window noting that progress has been published is displayed.
Select OK

Manage Project Forecasts
Step Action
2. Click Navigator, then select Projects -> Project Performance Dashboard
link.
3. You are taken to the Project Performance dashboard where you cannot only
review project performance, but you can take an action on a project as well.
Highlight the row for PPMXX.Student Project, Click on the Action Menu and
select Manage Project Forecast.
4. Check to see if Data updates are available for your project
Select Yes if applicable
5. Click on the update links
Select Done when complete
A process submission notification appears
Select OK
6. Click on the Action Menu and select Manage Project Forecast.
7. This opens the Project and displays the Manage Forecast Versions. Note the
Versions and their statuses. Highlight the row for Version 2, which will populate
the Forecast Actual Amounts graph.
8. Click the Display list on the Forecast Actual Amounts region and select Top
tasks.
Hover over a portion of the pie chart to display more details.
9. Click the Display list on the Forecast ETC Amounts region and select Full
resource detail
10. Click the Version 2 link.
11. Click the Collapse Pane button (if you haven’t already)
12. Click the View menu.
Click the Expand All menu.
13. Note the Exception icon if one is present. You can click on it to display the
Exception Details. If the exception is just a Warning it would not prevent you
from approving this forecast version. If it were an Error exception you would
not be able to approve the forecast until the error was corrected.
Review the Forecast Line information. Here you can update the ETC and EAC
amounts. Scroll to the right to see additional line level information.
14. Highlight the row for Task 1.
15. Scroll down using the “outer” scroll bar to review the Period Details. Click the
Expand 1: Period Details link to display the Period Details for Task 1.
16. Scroll back up and click the Display list and select Planning resource
breakdown structure.
17. Review the Forecast Lines for the Planning Resource Breakdown display.
18. Highlight the row for any resource.
19. Review Resource Period Details. E.g. Marcia Jameson

Step Action
20. Click the Expand Planning Options link.
Click the Show More link.
21. Review Planning Options.
22. Scroll back up.
Click the Forecast Line Details tab.
Review the details as desired.
Click the Save and Next button.
23. Review the information in the Plan Comparison region (you may need to
expand it). Select the Current Baseline Budget option to compare it to the
Focal Version. The focal version is the version you are currently working on.
24. Click the Graph Type list and Select Focal version cumulative amounts
display.
25. Click the Graph Type list and Select Planned amounts by version.
26. Click the Expand Show More button.
Hover over the View Planning Options link.
27. Scroll down to the Performance Overview. Click Expand if needed.
28. Review the information in the Display Task Structure region. Scroll to the
right to review additional information.
29. Click the Structure Display list and Select Resource structure.
30. Review.
Click the Cancel button.

Manage Contracts
Manage Contracts
Add User as a Resource
Project Contracts relies on Enterprise Contracts. In order to be allowed to create a contract, users
need to be identified as “Sales Resources”. Users of Project Contracts need to be declared as Sales
Resource, which different from “Project Enterprise Resources” which we discuss elsewhere in this
workshop. The PPMxx.Student users are not yet Sales Resources, so here below are the steps to
check add your users as a Sales Resource (or simply “a Resource”).
1. Navigator > Resource Directory
2. Select ‘Identify Resources’ from the task pane.
3. In the search, enter ‘PPM<xx> Student’ in the Person Name, and select ‘Employee’ as the
Usage. Note the format of the name. It has a space between the number and student, so
it’s, for example “PPM13 Student”, not “PPM13.Student”.
4. Highlight the record with your user.
5. Click the Add as Resource button.
6. Click OK and then Save and Close.
Now you can continue with the Create Contract step.
Create Contract
Step Action
1. Sign in as PPMXX.Student
2. Click Navigator, then select Contract Management -> ‘Contracts’ link.
3. Change the display of this screen to show the contract search function:
Collapse the Contracts Worklist section.
Expand the Search section in the Contracts region.
4. Search for an existing contract to copy
Enter ‘C’ into the Contract Number field
Deselect the My contracts checkbox
Select All Status’
Search
OR an alternative way to search for a contract, use the Search: Contract
section under the Tasks section
Select contract # C10028 and click the ‘Duplicate’ icon.

5. Enter a new ‘Contract Number’ and ‘End Date’ (you’ll have to uncheck Retain
Dates checkbox), leaving all other fields as defaulted.
Click OK
The Edit Contract window opens.

Manage Contracts
Step Action
6. Review and edit the contract
Header:
Update the ‘Name’ and ‘Description’.
7. Lines:
Click on the ‘Lines’ tab.
Overview Sub Tab:
Enter an End Date – use the same date as you entered on the contract header.
8. Billing Sub Tab:
Note how ‘Billing Controls’ allows you to control what resources are included
on a given line and also enables you to establish hard and soft limits at both the
contract and contract lines level.
9. Associated Projects Sub Tab:
Click the ‘Create’ icon to add a project.
Find and select your Project you created earlier.
Scroll across and enter a ‘Funded Amount’ for this project.
Note that a contract line can be associated with many projects and tasks while
a project and task can equally be associated with multiple contract lines;
projects may be related to multiple different contracts.
Save your changes.
10. Click Submit
The ‘Review Approvers window appears.
11. Submit’ again
The contract should now be ‘Pending Approval’.
Select ‘Save and Close’ from the ‘Save’ drop down menu.
Returns to the Overview page.
12. Contract Approval
Note: You will need to change users and log in as kyle.hutchins in order to
approve the contract.
13. From the ‘Contracts Overview’ window click ‘Expand Contracts Worklist’.
You will see your contract awaiting under My Tasks.
14. Highlight your contract -> Actions -> Approve
Click OK
Note: If you are logged in as Amy Marlin you should receive an ‘Approved’
notification.
15. Review Approved Contract
Select ‘Manage Contracts’ from the tasks list
Enter search criteria to find your contract -> Search
16. Note that your contract is now active.
From the ‘Actions’ drop down select ‘Preview’
This will open a "Pdf’ file showing the main contract information
17. Close the Pdf file
Click ‘Done’ to exit and return to the ‘Contracts Worklist Overview’ screen

Manage Contracts
Generate Contract Invoice
Step Action
Click the Invoices link under Contract Management.
3. From the Tasks Pane click the Generate Invoices link.
4. This displays the Generate Invoices Process page.
5. Enter the following parameters:
Business Unit: US1Business Unit
Billing Type: External
Bill from Date: Enter appropriate date (or leave blank)
Bill Through Date: Enter appropriate date (or leave blank)
Create Billing Transactions: Yes
Create Invoice: Yes
Invoice Date: Today’s Date (or appropriate date)
Contract Number: Your Contract Number
You can leave the additional parameters blank
6. Click the Submit button (in the upper right hand corner)
7. Click OK
8. The Overview page is displayed.
Optionally you can scroll down to the Process Monitor to check the status of
your process.
Click the Refresh button until you see the status update to “Succeeded”. You
can click on the View Outpoint icon to view the output report.
9. Scroll back up to the top of the page. If your invoice is not in the default date
range, enter the appropriate dates and click the Search Icon.
10. Click on the Draft Invoices tab to display the draft invoice(s) generated.
11. Highlight the row for your invoice and click Submit.
Optionally you can drill into the invoice by clicking on the Invoice Number link
and preview the invoice by clicking the Preview button.
12. Click on the Submitted Invoices tab.
13. Highlight the row for invoice and click Approve.
14. Once the invoice is approved, click the Release button.
15. Enter a unique invoice number in the Receivables Invoice Number field and
click the Submit button.
Note your Receivables Invoice Number. You will need this in a later step.
16. Click on the Released Invoices button.
17. Highlight the row for your invoice.
Click the Action menu and select Transfer Invoice Details to Receivables.
Note: This process can also be run from the Tasks Pane if you need to transfer
multiple invoices.

Manage Contracts
Step Action
18. The next step is to run the AutoInvoice process.
The easiest way to do this is from the Billing module in Receivables (you can
also run the AutoInvoice process from the Scheduled Processes).
Click on Navigator > Scheduled Processes
19. Click on the “Submit a New Process” button

Search and select “Import AutoInvoice”.

Manage Contracts
Step Action
Transaction Source: CONTRACT INVOICES
Accept the defaults/leave blank the remaining fields
If Receivables “US1 Business Unit” is not a selection in the BU drop-down

list, this means your user does not have the right data roles. We need to
add the following two roles to your PPM<xx>.Student user before you can
complete this exercise:
 Billing Manager US 1 Business Unit
 Billing Manager US1 BU Set
Navigate to the Setup and Maintenance work area.
1. Select the All Tasks tab.

2. In the Search region, enter Provision Roles to Implementation
Users in the Name field.
3. Click Search.
4. Click Go to Task for the Provision Roles to Implementation task
(first line in the Search Results table). This will invoke Oracle
Identity Manager (OIM).
5. Click on the Administration tab.
6. Click on Advanced Search – Users link.
7. In the User Name field, enter your PPM<xx>.Student user (e.g.
PPM10.Student).
8. Click Search
9. Click on the link for your user
10. Click on the Roles tab.
11. Click on the Assign button.
12. In the Display Name field enter Billing Manager US1.
13. Highlight the rows for:
14. Billing Manager US 1 Business Unit
15. Billing Manager US1 BU Set
16. Click on the Add button at the bottom of the pop-up box.
17. Close the tab with OIM (don’t log-off), just click close the browser
tab.
18. In order to have the new roles active, you’ll probably need to log-
off, restart the browser, clear the browser cache and log back on.
You may have to repeat this a couple of times and/or wait 5
minutes before the changes take full effect.
19. Go back and start again from Step 18 in the main click-script flow.
 (i.e. Click on Navigator > Scheduled Processes)
21. Click the Submit button (at the bottom of the window)
22. Click OK and then Close and wait for the Autoinvoice process to complete.

Manage Contracts
Step Action
23. Reviewing Receivables Invoice
Navigate -> Receivables -> Billing.
From the Tasks Pane Click on Manage Transactions.
24. The Manage Transactions screen is displayed.
Enter your Invoice Number (from above) in the Transaction Number field.
25. Click the Search button (in the lower right corner of the Search section).
26. You invoice will be displayed in the Search Results section.
Click on the Transaction Number to drill into your invoice.
27. Click the Preview button.
28. Review the View Print
Click OK when done.
29. From the Action Menu click Account and Post to Ledger.
Note that in order to utilize any contract specific accounting sources, the update
invoices from receivables process must be run prior to creating accounting for
the invoice (steps 34-38). In this exercise we are performing the accounting
first since we are in the receivables work area.
30. Click OK.
31. From the Action Menu click View Accounting.
32. View the Accounting Lines.
Click Done when finished.
33. Update the Invoice in Projects
This process will set the invoice status to “Accepted”, and it will kick off the
Update Project Contract Performance Data process.
Click Navigator > Contract Management > Invoices.
34. Click on the Released Invoices tab.
35. Highlight the row for your invoice.
Click the Action menu and select Update Invoice Details from Receivables.
Or you can go directly to the Update Invoice from Receivables on the Tasks
Pane.
36. This will take you to the Process page.
Enter US1 Business Unit in the Business Unit field.
Click the Submit button.
37. Click OK.
This will return you to the Overview Page.
Optionally you can click on the Released Invoices tab to see the Invoice
Status updated to “Accepted”.

Manage Contracts
Generate Contract Revenue
Step Action
Click the Contract Management > Revenue
3. From the Tasks Pane click the Generate Revenue link.
4. This displays the Generate Revenue Process page.
Business Unit: US1Business Unit
Billing Type: External
Bill from Date: Enter appropriate date
Bill Through Date: Enter appropriate date
Contract Number: Your Contract Number
You can leave the additional parameters blank or accept the default.
6. Click the Submit button (in the upper right hand corner)
7. Click OK
8. The Overview page is displayed. Optionally you can scroll down to the
Process Monitor to check the status of your process. Click the Refresh button
until you see the status update to “Succeeded”. You can click on the View
Output icon to view the output report.
9. From the Tasks Pane click the Manage Summary Revenue link.
10. In the Search section enter the following:
Internal: Period (default)
Accounting Period: current period (or period for which you generated
revenue)
Contract Number: your contract number #
Click the Search button
11. Review the search results as desired.
Note: The Budget and Forecast Variances will get calculated if you have a
baselined budget and an approved forecast for your project. See the Manage
Budgets, Progress and Forecasts script for details.

Manage Project Performance

A Day in the Life of a Project Manager
Objective
The purpose of this document is to demonstrate Oracle Fusion Project Portfolio

Management (PPM) functionality covering the tools available to the project manager to
enable them to perform their job effectively and efficiently. It includes an overview of Project
Performance Reporting as well as an overview of the Project. Project Performance
Reporting provides capabilities for project stakeholders to gain answers to critical business
questions and take immediate actions. This is available through the following:
 A cross-project operational performance dashboard

 Actionable project performance intelligence
 Highlight unprocessed costs in embedded analytics
 Proactively notify users of potential project financial issues
 Trends for project key performance indicators
 Contextual actions for key business information
Step Action
1. Sign in as Amy.Marlin using the weekly password provided by the instructor.
2. Select the Project Performance tab from the Welcome Page or use the
Navigator to go to the Project Performance Dashboard
3. The Project Performance Dashboard enables you to view and assess the
health of your projects at a glance.
Click on the row for a Project that has a current status of Critical or At Risk.
4. Click on the Actions Menu and note all the actions that can be taken directly
from the dashboard. (Click on Actions again to close the menu)
5. Click the little orange carrot in the upper left corner of the Project Number (or
Project Name) to display more information about the project.
6. This shows the project manager contextual information about the
project. Review the project information available; Note there are links to go into
more specific information about the project and more contextual information
within. Click the Done button
7. Hover over the Current status icon to display the Generation Date. Note that
the icons represent the overall health of the project.
8. Hover over the Prior Quarter Status icon, note that Fusion provides the prior
quarter overall health for easy trending.
9. The next column displays whether the project has data updates available. By
clicking on Yes you can drill to and actually perform the updates necessary.
Click on Yes.
10. This opens the Data Updates window. Note that there are a number of missing
timecards. Click the orange carrot to the left of the name for any person. This
allows you to contact that individual via phone, email or chat.
11. Click the Done Button on each open window to close them.
12. The next column displays the Percent of Project Work Complete. Click on the
Percentage of Work Complete Value

Step Action
13. This opens the Percent of Work Complete Details window. This provides
details of percentage of work complete at the task level.
14. Click the Done Button.
15. The Important Dates provide the user with all relevant activities and their
corresponding processing dates. Click on the calendar icon.
16. If data updates were available, you could click the Update button, which would
run the process to update the particular data that was out-of-date.
(Differentiator - actionable activities one click away). Click the Done button.
17. The Related Contracts displays the contract(s) associated with the project.
Click the Contract Number to display details about the contract.
18. Review the contract details.
Click the Done button to close the window.
19. The Project Comparison panel box (or panel) provides many different graphs
and tables. The initial View is the Labor effort analysis. To view the details for
a project hover over any Bubble.
20. Click the Show Table link to view the Labor effort analysis in a table format.
21. Click on the View pull down arrow to see the other view display options.
22. Select ITD Cost Variance Analysis to see a different graph.
23. Note the Project Overview section below the top two panels. From this section
down all the portlets are related to the project selected above in the Project
List.
24. Scroll down to see the additional panels available.
25. Note the Total Effort Comparison. It shows the tasks and their associated
total effort hours.
26. Continue scrolling down to view the Financial Performance. Note the active
links on several of the amounts where you could drill into the details. We will be
drilling into the details in a later step.
27. Scroll up to the Overall Project Health Notes. Notes can be entered to
describe what is happening with the overall health of the project.
28. Move your cursor to the KPI Watchlist
29. We can see the current and prior quarter statuses and values for our various
key performance indicators. Click on a KPI Name that has a Current Status of
Critical or At Risk.
30. This drills you to the project level and displays the Analyze KPI page for the
KPI you selected. Click the Collapse Pane on the lower left of the screen to
gain more “real estate” on the page.
31. This page displays various sections with information specific to the KPI, which
is being analyzed. Select Resource structure on the KPI by Task and
Resource section to review the information at the resource level.
32. You can also scroll down, using the outer scrollbar, to review the Periodic
Performance.
33. Note all the options available.
34. Click Actions Menu > Show Table to switch to the table view. Review as
desired.

Step Action
35. Note that you can View Important Dates and View Data Updates from this
page as well as from the Performance Dashboard (Buttons are located in the
upper right hand corner of the page).
36. Click the Restore Pane button. As the Project Manager you can perform tasks
on your project or review the project definition.
37. Click the Review Project Performance link. Review the data on this page as
desired.
38. Click the Manage Project Budget link. Note the budget versions, graphs, etc.
39. Click the Manage Project Expenditure Items link.
40. Hover over the Transaction Number to see additional details about the
transaction.
41. Click on the Transaction Number to drill into the Expenditure Item. Click on
the Tabs as desired.
42. Click the Manage Project Forecast link. Note the forecast versions, graphs,
etc. Review as desired.
43. Click on the Manage Project Plan link.
44. Click the Gantt Tab to Review the Gantt Chart.
45. Click the Done Button to return to the Overview Page.
46. Logout

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FUSION APPLICATIONS: PROJECT

Restricted Rights Notice

Initiate and Plan Project

Click on the Create from Template button

Project name = PPMXX.Student Project

Copyright © 2014, Oracle and/or affiliates. All rights reserved. 1

Highlight tasks 5.1 and 5.2.

2 Copyright © 2014, Oracle and/or affiliates. All rights reserved.

Copyright © 2014, Oracle and/or affiliates. All rights reserved. 3

Manage Project Budget

The purpose of this document is to demonstrate how to manage a Project Budget in

From the ‘Actions’ menu select ‘Create Budget Version’.

To create a new Budget Version enter the following:

4 Copyright © 2014, Oracle and/or affiliates. All rights reserved.

A new Budget Version is created.

Click the ‘Version 1’ link.

The ‘Assign Planning Resources to Selected Tasks’ window opens.

Expand tasks 2.1, 2.2 and 2.3 to show all resources.

Copyright © 2014, Oracle and/or affiliates. All rights reserved. 5

Select ‘Planning resource breakdown structure’ from the ‘Display’ drop

Highlight the ‘Version 2’ budget line.

Note that ‘Version 2’ is automatically selected as the ‘Focal Version’.

For ‘Graph Type’, select ‘Planned amounts by version’.

6 Copyright © 2014, Oracle and/or affiliates. All rights reserved.

Copyright © 2014, Oracle and/or affiliates. All rights reserved. 7

Manage Project Costs

8 Copyright © 2014, Oracle and/or affiliates. All rights reserved.

Copyright © 2014, Oracle and/or affiliates. All rights reserved. 9

Create Labor Expenditure Batch via Manual Entry Screen

10 Copyright © 2014, Oracle and/or affiliates. All rights reserved.

Copyright © 2014, Oracle and/or affiliates. All rights reserved. 11

Create Labor Expenditure Batch via Excel

Business Unit: US1 Business Unit

Document Entry: Straight Time

Export the labor expenditures to Fusions Projects by Clicking the Export

12 Copyright © 2014, Oracle and/or affiliates. All rights reserved.

Click the OK button.

Copyright © 2014, Oracle and/or affiliates. All rights reserved. 13

Accounts Payable Invoice to Project

Navigate to the Setup and Maintenance work area.

3. Select the All Tasks tab.

19. The invoice overview is displayed with an Overview of Scanned Invoices,

Click the Create Invoice link.

14 Copyright © 2014, Oracle and/or affiliates. All rights reserved.

Business Unit: US1 Business Unit

Enter "1000"in the Amount field.

Click the Distribution link.

Click the OK button.

Project Number: Your Project Number

Click the Invoice Actions menu; at top of page.

Note: The invoice must be Accounted before it can be imported to Projects.

Copyright © 2014, Oracle and/or affiliates. All rights reserved. 15

Business Unit: US1 Business Unit

Click the Submit button.

16 Copyright © 2014, Oracle and/or affiliates. All rights reserved.

Manage Capital Assets

Manage Asset Lines window is displayed.

Copyright © 2014, Oracle and/or affiliates. All rights reserved. 17