Project Execution Management Student Guide

Oracle Project Portfolio
Management Cloud: Project

Execution Management
Functional Setup
Student Guide
D89253GC40
Edition 4.0 | April 2017 | Part Number Applied
Learn more from Oracle University at education.oracle.com

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Contents
1 Project Execution Management Overview

Project Execution Management Functional Setup Course Agenda 1-2
Objectives 1-3
Oracle Project Portfolio Management (PPM) Cloud: Flexible Deployment Options 1-4
Oracle Project Portfolio Management Cloud 1-5
Project Execution Management 1-6
2 Define Common Project Execution Options

Objectives 2-2
Oracle Fusion Functional Setup Manager (FSM) Overview 2-3
Functional Setup Manager (FSM): Guided Process 2-4
Navigating to Functional Setup Manager 2-5
Offerings 2-6
Working with Configure Offerings 2-8
Enabling Offering and Functional Areas for Implementation 2-9
Selecting Feature Choices 2-10
Define Common Project Execution Options: Setup Tasks and Task Lists 2-11
Common Project Execution Options Overview 2-12
Project Implementation Administrator 2-13
Using an Implementation Project 2-14
Assigning Implementation Tasks 2-15
User Provisioning 2-16
Enterprise Roles 2-18
Project Management Roles 2-20
Define Project and Resource Calendars: Setup Tasks and Task Lists 2-21
Define Project and Resource Calendars Overview 2-22
Define Project and Resource Calendars 2-23
Prerequisite Information for Setting Up Calendars 2-25
Project Enterprise Resources Overview 2-26
Creating Project Enterprise Labor Resources 2-28
Creating Project Enterprise Expense Resources 2-29
Summary 2-30
iii
3 Define Project Management Configuration
Objectives 3-2
Define Project Management Configuration: Setup Tasks and Task List 3-3
Project Lifecycle 3-5
Project Management Dashboard 3-6
Infolet Data Sources 3-7
Managing the Project Lifecycle 3-8
Using Work Plan Templates 3-10
Managing Financial and Nonfinancial Projects 3-12
Enable Project for Financial Management 3-14
Collect Progress and Manage Task Exceptions 3-15
Manage Project Milestones 3-16
Update Financial Plan and Progress 3-17
Manage Projects Using a Representational State Transfer (REST) Service 3-18
Managing Work for Team Members: Team Member Dashboard 3-19
Managing Tasks 3-20
Managing Tasks Using Team Member Mobile 3-21
Manage Task Exceptions 3-22
Manage Project Management Implementation Options 3-23
Managing Project Codes and Task Codes 3-24
Managing Issue Types 3-26
Managing Issues 3-27
Managing Deliverable Types 3-28
Managing Deliverables 3-29
Managing Change Orders 3-30
Change Order Lifecycle 3-32
Collaborate with the Project Team Using Oracle Social Network (OSN) 3-33
Set Up Oracle Social Network Object Integration Business Objects 3-34
Managing the Enterprise Project Structure (EPS) 3-35
Using the Project Hierarchy Viewer 3-37
Project Execution Management Coexistence with Oracle E-Business
Suite (EBS) Projects 3-38
Integrate EBS Projects with Project Execution Management 3-39
Create, Plan, and Schedule Project in Fusion 3-40
Import Project and Tasks into EBS to Initiate Financial Management Activities 3-41
Develop Resource Plan in Oracle Fusion Project Management 3-42
Import Project Resource Plan from Oracle Fusion Project Management 3-43
Generate Project-Level Budget in EBS 3-44
Execute the Project in Oracle Fusion Project Management 3-45
Update Financial Tasks in Oracle Fusion Project Management 3-46
Import Project Updates into EBS 3-47
iv
Capture Actual Costs in EBS 3-48
Export Actual Hours to Resource Management for Utilization Reporting 3-49
Manage Project Integration 3-50
Install Microsoft Project Integration Client 3-51
Microsoft Project Integration: Export Project 3-52
Creating Resources in Project Execution Management During Project Export 3-53
Microsoft Project Integration: Import Project 3-54
PPM Cloud and Product Lifecycle Management 3-55
Managing Your Product Development Lifecycle 3-56
Managing Product Development Projects 3-58
Set Up Project Management for Innovation Management and
Product Development 3-59
PPM Cloud and Sourcing Integration 3-60
Set Up Sourcing for Project Management 3-61
Managing Projects for Sales Opportunities 3-62
Project Management and Opportunity Management Integration 3-63
Summary 3-64
4 Manage Requirements for Agile Software Development

Objectives 4-2
Define Project Requirement Configuration 4-3
Agile Software Development 4-4
Managing Agile Product Development 4-5
Characteristics of Scrum 4-6
Agile Project Management Team 4-7
Agile Project Lifecycle 4-8
Agile Concepts 4-9
Managing Project Requirements 4-11
Creating Requirement Hierarchies 4-12
Managing Backlog Status 4-13
Managing Backlog Items 4-14
Decomposing Requirements into Backlog Items 4-15
Creating Projects and Tasks for Backlog Items 4-16
Viewing Backlog Analytics 4-17
Setting Up Tasks for Requirements Management 4-19
Managing Products and Product Families 4-20
Managing Sprints, Releases, and Milestones 4-21
Managing Project Requirement Statuses 4-22
Analyze Project Requirements Using Oracle Transactional Business
Intelligence 4-23
Summary 4-24
v
5 Define Project Resource Management Configuration
Objectives 5-2
Project Resource Management Overview 5-3
Define Project Resource Management Configuration: Setup Tasks and
Task Lists 5-5
Project Resource Management Implementation Options 5-7
Example Project Resource Request Workflow 5-10
Define Attributes for Employees and Contingent Workers in Human Capital
Management 5-11
Define Talent Profile Content 5-16
Manage Profile Rating Models 5-18
Manage Profile Content Types 5-19
Manage Profile Content Items 5-20
Define Project Enterprise Labor Resources 5-21
Project Enterprise Labor Resources 5-23
Managing Availability and Staffing for Resources Maintained Outside of HCM 5-24
Manage Employees and Contingent Workers for Project Resource Management 5-25
Manage Project Enterprise Labor Resource Maintenance Conditions 5-27
Submit Process to Maintain Project Enterprise Labor Resources 5-29
Manage Resource Pools 5-31
Update Skills and Qualifications for Project Enterprise Labor Resources 5-34
Submit Process to Maintain Project Resource Search Index 5-35
Manage Absences for Resources 5-37
Manage Target Utilization Percentages 5-40
Manage Custom Attributes for Project Resource Requests 5-42
Importing Project Resource Assignments with a File-Based Data Loader 5-44
Importing Resource Requests with a File-Based Data Loader 5-46
Importing Resource Actual Hours with a File-Based Data Loader 5-48
Importing Resource Pools and Resource Pool Memberships with a File-Based
Data Loader 5-50
Summary 5-52
6 Project Execution Management Lifecycle Practices

Project Execution Lifecycle Practices 6-2
Agenda 6-3
Objectives 6-4
vi
1
Project Execution Management
Overview
Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Project Execution Management Functional Setup Course Agenda
• Lesson 1: Project Execution Management Overview

• Lesson 2: Define Common Project Execution Options
• Lesson 3: Define Project Management Configuration
• Lesson 4: Manage Requirements for Agile Projects
• Lesson 5: Define Project Resource Management Configuration
• Lesson 6: Project Execution Management Lifecycle Practices
Oracle Project Portfolio Management Cloud: Project Execution Management Functional Setup 1 - 2
Objectives
After completing this course, you should be able to:

• Explain how you can deploy PPM cloud to fit your business challenges
• Explain the key project execution management concepts and features
• Explain how to provision, implement, and set up the Project Execution Management
offering to support your organization’s business processes and meet business goals
• Use Functional Setup Manager (FSM) to implement the Project Execution Management
offering
Oracle Project Portfolio Management (PPM) Cloud:
Flexible Deployment Options
Project
Execution
Project
Project Financials Project
Execution HCM Execution
Financials
SCM
CX Financials
Procurement
Social Cloud EPM
Mobile Analytics E-Business

Other
Suite
Standalone Integrated Co-exist
Oracle Project Portfolio Management can be deployed with various options to suit your business
needs.
Oracle PPM delivers a complete range of production-level, cross-functional business applications
running in the cloud for industries including sales and marketing, customer service, enterprise
resource management, human capital, and talent along with social collaboration tools, platform
services and the most complete cloud infrastructure available. Oracle PPM Cloud has project
financial management that is fully integrated with the Oracle Cloud, including ERP and HCM.
Separate applications within the Project Execution Cloud – Project Management, Task Management
or Resource Management - can be used to effectively manage and execute your projects as a
standalone solution; integrated with the Oracle cloud services or co-exist with your existing
E-Business Suite or with other applications where you manage the financial aspects of your projects.
Oracle Project Portfolio Management Cloud
Project Resource Task

Management Management Management
Project Financial Management
Cost Billing and Budgets

Control Revenue and Forecasts
A complete integrated enterprise solution, comprised of Project Financial Management and Project
Execution Management applications. It includes project cost and revenue management, talent and
resource management, project scheduling, and task management.
Enables organizations to execute on projects and accelerate project delivery, by optimizing resource
management and staffing, and providing intuitive project and task management tools for project
managers and team members.
Project Financial Management
With back-office integrated financial management, project managers and stakeholders can get a full
view of a project’s financial status, with streamlined financial planning and cost control, and
sophisticated billing and revenue by project contract.
Intuitive, collaborative project planning and scheduling

Project
Accelerate and standardize plan development
Management
Ensure plan accuracy through team involvement
Modern and integrated project resource management

Resource
Assign resources that best fit the project needs
Management
Optimally utilize resources with real-time monitoring
Collaborate on tasks with team members

Task
Convenient mobile task management
Management
Manage and progress all work in one place
With all of this, and a modern, social and mobile strategy, Oracle Project Portfolio Management
Cloud gives you real-time project information from a single source of truth so you can make the right
decisions at the right time.
Note: The Project Execution solutions can be implemented independently of the Project Financial
Management solutions. This provides an opportunity to deploy these products with either one of
Oracle's existing solutions, or even non-Oracle solutions that you may be using.
Project execution brings together the core processes for project development, which are project,
resource, and task 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.
• Oracle Fusion Project Resource Management enables organizations to 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.
2
Define Common Project Execution
Options

Objectives
After completing this lesson, you should be able to:

• Use the Functional Setup Manager (FSM) to implement Project Execution Management
applications
• Create a project implementation administrator
• Create an implementation project
• Manage project user provisioning
• Manage project management roles
• Define and use project and resource calendars
• Manage project enterprise resources
Oracle Fusion Functional Setup Manager (FSM) Overview
Key features of Functional Setup Manager (FSM) include:

• Provides a single work area for all Oracle Fusion Applications setup
• Generates a customizable list of setup tasks
• Identifies prerequisites, dependencies, and required setups
• Launches individual setup pages
• Tracks progress with assignments and task statuses
• Transfers data between environments
• Supports initial installation as well as ongoing maintenance
Functional Setup Manager (FSM) is an application in the Oracle Fusion Applications suite that you
use to used to implement all Oracle Fusion Applications offerings. It provides an end-to-end guided
process for managing your functional setup projects throughout the entire implementation lifecycle.
Functional Setup Manager (FSM): Guided Process
Plan Implement
1 Review offerings 5 Collect data
2 Configure to fit 6 Enter setup data

Maintain
3 Generate setup tasks 7 Test
4 Customize setup task
lists (optional)
Deploy
8 Identify setup to be deployed
9 Export and import
10 Verify setup
With Oracle Fusion Functional Setup Manager (FSM) you can:

• Learn about and analyze implementation requirements.
• Configure Oracle Fusion applications to match your business needs.
• Get complete visibility to setup requirements through guided, sequential task lists
downloadable into Excel for project planning.
• Enter setup data through easy-to-use user interfaces available directly from the task lists.
• Export and import data from one instance to another for rapid setup.
• Validate setup by reviewing setup data reports.
• Implement all Oracle Fusion applications through a standard and consistent process.
Navigating to Functional Setup Manager
The Oracle Fusion applications work area for Functional Setup Manager is called Setup and
Maintenance. Users with any of the Functional Setup–related enterprise roles use one of the
following two paths to navigate to Setup and Maintenance work area:
• Settings and Actions > Administration > Setup and Maintenance
– The Settings and Actions menu is accessed by clicking the user name.
• Navigator > Setup and Maintenance
Offerings
To navigate to the Configure: Project Execution Management page:

1. Open the Setup and Maintenance work area.
2. Go to the Offerings section.
Offerings:
• Select from the Offerings list to view all or only Provisioned offerings. The offerings are
displayed in alphabetical order.
• Use the slider under the carousel to move quickly through the offerings.
About and Administration: Both are updated and provide links based on the offering selected.
• About Project Execution Management: Provides links to documentation that assists with
the setup of your implementation.
• Administration: Provides the Configure button which changes to the Actions and Setup
buttons after you finish configuring the offering.
- To change the configuration, use the Actions button.
- To view or perform other tasks for the configuration, use the Setup button.
Working with the Offerings Page
Implementers should start planning Oracle Fusion Applications implementation from the Offerings
page in the Setup and Maintenance work area.
Before starting to implement, the implementers need to understand what functionality is offered by
Oracle Fusion Applications, compare them with the business requirements, and then plan for
implementation accordingly.
Offerings, which is a self-service portal, shows all Oracle Fusion Offerings in a single interface
allowing implementers to easily get an overview of the applications.
• A standard set of reports for each Offering, which shows detailed information on various
implementation requirements, is also provided.
• The reports help implementers to plan for decisions that need to make in the later phases of
the implementation.
Working with Configure Offerings
After finishing analysis of the Offerings, implementers should use Configure Offerings to select the
Offerings, Functional Areas, and Features that are applicable to their business.
Why Configure Offerings?
• How you configure the Offerings determines how Oracle Fusion application setups and
transactional processes work in your implementation. For setup, when Functional Setup
Manager generates a list of setup tasks during the implementation phase, only those tasks
needed to implement the selected Offerings, Functional Areas, and Features are included in
the task list. Therefore, you get a targeted task list necessary to meet their implementation
requirements while irrelevant tasks are excluded.
• For transactional processes, application functionality and controls such as, form region, table
columns, buttons, or links, could be displayed or be hidden according to your Offering
configuration.
• Although offering configuration can be changed any time, the changes are not influence on
any of the existing implementation task lists. However, results of the changed configuration
are reflected in any new implementation task list generated after making the change.
Enabling Offering and Functional Areas for Implementation
• An Offering or its Functional Areas can either be selected or not selected for
implementation. You select or deselect the Enable For Implementation check box to
specify your selection.
• The Provisioned column in Configure Offerings shows whether or not an Offering is
provisioned.
– Although Functional Setup Manager does not prevent users from enabling Offerings
that have not been provisioned, ultimately users are not able to perform the tasks
needed to enter setup data for those Offerings.
– When a user starts configuring a nonprovisioned Offering, Functional Setup Manager
shows a warning message explaining the consequence.
Selecting Feature Choices
• If the selected Offerings and Functional Areas have dependent features, those features
are applicable when the corresponding Offering and Functional Area is implemented.
• In general, the features are set with default configuration based on their typical
usage. Implementers should always:
– Review the available feature choices for their selected Offerings and Functional
Areas.
– Configure the features as appropriate for their implementation.
A Feature provides one of the following three types of selection choices:

• Yes/No: If a Feature can either apply or not apply to an implementation, a single check box is
presented for selection. Users select or deselect to specify yes (if it applies) or no (if it does
not apply), respectively. For example, when implementing Sales offering, companies or
enterprises can either decide to use Local Installation of Help or not.
• Single Select: If a Feature has multiple choices but only one can be applicable to an
implementation, selection choices are presented as radio buttons. Users are able to turn on
only one of the choices. For example, when implementing Financials offering a company or
an enterprise can choose to implement Subledger Accounting Method or Subledger
Applications Method, but not both.
• Multi-Select: If the Feature has multiple choices but one or more can be applicable to an
implementation, then feature choices are presented as check boxes. Users select all that
applies by selecting the appropriate choices. For example, in Incentive Compensation
(Offering), companies or enterprises can choose to implement reporting hierarchy as
Supervisor Hierarchy, Resource Management Hierarchy, or both.
Define Common Project Execution Options:
Setup Tasks and Task Lists
Task or Task List Description
Manage Project Create or identify a project application administrator to manage and control access
Implementation Administrator to Oracle Fusion Project Management applications.
Manage Project User Create and update project users and assign roles, such as Project Execution,
Provisioning Project Team Collaborator, and Resource Manager, to provide access to Oracle
Fusion Projects applications.
Manage Project Management Create and update roles that are used to control access to project-level
Roles information and for defining project resource requests.
Define Project and Resource Define calendars to assign to projects and resources to establish work schedules.
Calendars
Manage Project Enterprise Create and update enterprise resources to assign to projects, tasks, issues, and
Resources deliverables.
Navigate to: Setup and Maintenance > Project Execution Management Offering > Setup > Project
Execution.
Common Project Execution Options Overview
Common Project Execution Options
Project Manage User Manage Project Manage Project

Implementation Provisioning Management Roles and Resource
Administrator Calendars
Define Common Project Execution Management Options: Overview

In the Define Common Project Execution Management Options tasks, you configure the components
for creating and maintaining projects in Project Execution Management, including Oracle Fusion
Project Management, Oracle Fusion Task Management, and Oracle Fusion Project Resource
Management.
Note: This assumes that the feature choices for the Project Execution Management offering are set
to Basic rather than Complete. If they are set to Complete, the following setup step will be added:
Define Common Applications Configuration for Project Execution Management.
Project Implementation Administrator
Collaborates with project application

users to maintain consistent project
application configuration, rules, and
access.
Manage Project Implementation Administrator

A project implementation administrator or project application administrator can use the Assign
Resource as Project Manager action in the Manage Project User Provisioning page - Search Results
region to add a resource to a project as a project manager. Create a project implementation
administrator to configure the application.
Using an Implementation Project
Use an implementation project to:

• Create multiple projects to reflect scope and timing of an implementation project
• Generate task lists based on offering configuration
• Assign tasks to functional users
• Track the status of implementation project
• Create configuration packages to import and export data
An implementation project consists of all the tasks required for the implementation. You refine the
task list for the implementation project by reviewing and selecting functional areas and features.
Because only tasks required for the selected functionality are included, project initiation productivity
is improved.
Selecting offerings, functional areas, and the related features associated with each offering
dynamically creates an implementation task list based on just the functionality to be implemented.
This can greatly enhance productivity by presenting a targeted list of tasks in the appropriate
implementation order.
Important: After you create an implementation project, ensure the status is In Progress.
Assigning Implementation Tasks
After you create your implementation project:

• Assign tasks to users by using the Assign Tasks button in the implementation project.
• Assign and store notes associated with the task list or task as attachments.
• Review, add, or delete users in the Assigned Users region.
Assigning Unassigned Tasks

During your implementation, you may want to distribute the implementation task among a team of
implementors. You can do by assigning certain implementation tasks to specific users.
Unassigned tasks can be assigned to the users in either of the following two ways:
• In the implementation project hierarchy in the Manage Implementation Projects page, drill
down to the details of your implementation project.
• From the Implementation Projects tab Overview page in the Setup and Maintenance work
area.
User Provisioning
Provision Create project

user Thomas enterprise
Kendall
resource
Provide access to project Plan projects and manage staffing

execution applications with project enterprise resources
Request user accounts and assign enterprise roles to project

enterprise labor resources
User Provisioning and Project Enterprise Resources

Implementation administrators can provision users in either of the following ways:
1. Create employees and contingent accounts in HCM and then create project enterprise labor
resources for them.
2. Alternatively, start manage project user provisioning and create project enterprise labor
resources.
When you create employees and contingent workers in Oracle Fusion HCM, you first create the
people, and then use one of the following methods to provision the users:
• Use the Manage Project User Provisioning page to request user accounts and assign
enterprise roles for project enterprise labor resources. This action enables resources to sign
into Project Execution Management applications to plan projects, manage resources, review,
track, and collaborate on work.
• You can also request user accounts and assign enterprise roles when you create or edit
resources on the Manage Project Enterprise Resources page.
During implementation, you can provision a set of users and assign the Project Application
Administrator role so that these administrators can initiate the provisioning process for the rest of the
project enterprise labor resources.
Reasons to Provision Resources
A resource that you provision typically falls into one of these categories:
• Resource is an employee or contingent worker in Oracle Fusion HCM, and is a project
enterprise labor resource in Oracle Fusion Project Management.
- You typically create user accounts for these resources in Oracle Fusion HCM. You
can associate the employee or contingent worker with a project enterprise labor
resource and assign project-related roles when you create the resource in Oracle
Fusion Project Management.
Important: You can’t create a user account in Oracle Fusion Project Management for
an existing HCM employee or contingent worker. HCM persons are registered in
Oracle Fusion HCM.
• Resource is a project enterprise labor resource in Oracle Fusion Project Management, but
isn’t an HCM employee or contingent worker.
- You can maintain resource details and add resources to projects even if the
resources aren’t HCM employees or contingent workers. Create user accounts to
register the resources in the Security Console and assign project-related enterprise
roles to the resources.
• Resource is an HCM employee or contingent worker, but isn’t a project enterprise labor
resource in Oracle Fusion Project Management.
- You can assign project-related enterprise roles to resources who have user accounts
that were created in Oracle Fusion HCM. However, you must create the resources in
Oracle Fusion Project Management before you can assign them to projects, or before
the resources can open Project Management or Resource Management pages in the
application.
Enterprise Roles
• Collaborates with project application • Manages projects and calendars

users • Manages issues, deliverables, and
• Maintains consistent application changes
configuration
Project Executive
Project Implementation Views the project
Administrator hierarchy Project Execution
Team Collaborator Resource Manager
• Collaborates on tasks • Manages project enterprise labor

• Performs, tracks, and reports progress resources and resource assignments
on project and nonproject work • Monitors resource utilization
You assign one or more of the following predefined enterprise roles to resources during the user
provisioning process.
• Project Application Administrator: Collaborates with project application users to maintain
consistent project application configuration, rules, and access.
• Project Execution: Manages projects in Project Execution Management applications.
Manages issues, deliverables, changes, and the calendar.
• Resource Manager: Manages a group of project enterprise labor resources. Monitors the
utilization of resources and manages the assignment of resources to work on projects.
Collaborates with project managers to find suitable resources to fulfill project resources
requests.
• Team Collaborator: Performs, tracks, and reports progress on project and nonproject work.
Collaborates with other team members or project managers on project tasks and to-do tasks.
Manages issues, deliverables, changes, and the calendar.
• Project Executive: Views the project hierarchy based on the enterprise project structure
(EPS).
Implementation Considerations
• If your enterprise is implementing Oracle Fusion HCM and Project Execution Management,
then you can assign project roles to project enterprise resources when you provision users in
HCM.
• Select the Team Collaborator role for resources who need to update the calendar on the
Team Member Dashboard. When you select the Team Collaborator role, the Project
Execution role is automatically assigned to the resources.
You can provision custom job roles for resources. For example, you can provision a Custom Team
Member role that contains a different set of security permissions than the Project Team Member role.
Default Role Assignments
You can select project-related predefined and custom roles to provision by default. The application
assigns the default roles to project enterprise labor resources that you create using any of the
following methods:
• Import Project Enterprise Resource process for Oracle Cloud
• Project Enterprise Resource External Service
• Import HCM Persons as Project Enterprise Resources process
• Maintain Project Enterprise Labor Resources process in Oracle Fusion Project Resource
Management
Important: Default role assignments apply only to resources who are employees or contingent
workers.
Project Management Roles
A project role:
• Is a classification of the relationship that a
person has to a project, such as project
manager, functional consultant, or
technical lead
• Defines the type of work that a person
performs on a project, and allows access
to project management information for the
project manager role
Manage Project Management Roles

The projects that companies undertake typically require people to perform certain roles such as
DBA, QA Analyst, and Reporting Specialist. In Project Resource Management, you can set up these
specific roles and associate specific qualifications and keywords to each. When a project manager or
resource manager creates a resource request for these roles, the associated qualifications and
keywords are included in the resource request.
The project manager and project team member are predefined project roles that you cannot edit or
delete. You can create additional project roles to meet the needs of your organization. However, you
cannot delete a project role that is designated as a resource's primary project role, specified on a
project resource request, or assigned to a resource on a project.
Project roles are used for the following purposes:
• To identify the type of work that a person performs on project assignments
• To set up default resource qualifications
• As criteria when searching for resources to fulfill project resource requests
• As a resource's primary project role
You can create additional project roles to:
• Represent more detailed roles team members perform on a project, for example Technical
Lead and Functional Consultant
• Define standard qualifications and proficiencies specific to a role that default when requesting
resources to fulfill a project resource request in Project Resource Management applications
Define Project and Resource Calendars: Setup Tasks and Task Lists

Define Project and Define calendars to assign to projects and resources to establish work
Resource Calendars schedules.
Manage Project Shifts Configure shifts to represent a time period that determines how many hours you
work on a day.
Manage Project Workday Configure workday patterns to represent a collection of one or more shifts over
Patterns a number of days. A pattern repeats for a specific date range to define the
complete schedule.
Manage Project Schedule Configure schedule exceptions to define deviations in availability from a
Exceptions schedule.
Manage Project Schedules Configure schedules to define the actual calendar dates worked, and the pattern
shifts to apply to those dates worked. The date range in a schedule is defined by
a schedule start date and a schedule end date.
Execution.
Define Project and Resource Calendars Overview
Create calendars to support scheduling of resources and tasks. Calendars are used by:
• Project Management within the project plan
• Project Resource Management for resources
Project managers and team members can use calendars to plan their projects and assigned work.
Team members can use calendars to plan their time off. Project managers and resource managers
can see the time off of project team members and plan resource and work assignments accordingly.
Project calendars are used to define working and nonworking time for project activity, whereas
resource calendars are used to define working and nonworking time for resources.
Define Project and Resource Calendars
Start End
Day Day Effective = 29-DEC-2014
Start Date
1 5
*Shift = 8 hours
Duration
12/29 12/30 12/31 1/1 1/2 1/3 1/4
Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7
Schedule
Exceptions 8 8 8 0 8 0 0
Hours Hours Hours Hours Hours Hours Hours
New Year’s Day

01-Jan-2015
Create Schedules to Use as Project and Resource Calendars

*Use only the Elapsed Shift, Elapsed Workday Pattern, and Elapsed Schedule for Project Execution Management
Calendars are a central component used by many Oracle Fusion Applications. The smallest
scheduling unit is a day. For example, although you can define the number of hours in a day, you
cannot schedule work for a specific time of the day. Calendar definition is shared across Fusion
applications.
Key elements in defining project and resource calendar definition include shifts, workday patterns,
schedule exceptions, and schedules.
Manage Project Shifts
For Project Execution Management, shifts define the number of hours worked in a day, for example
8 hours. Multiple shifts per day are not supported in Project Execution Management.
Important: Only use the Elapsed Shift type for Project Execution Management.
Manage Project Workday Patterns
Workday patterns represent a collection of one or more shifts over a number of days. A pattern
repeats for a specific date range to define the complete schedule. For example, if the work pattern is
a week, define the work pattern as 7 days. If work is only carried out on certain days of the week, for
instance Monday through Friday, then the workday pattern details will only be from day 1 through
day 5.
Important: Only use the Elapsed Workday Pattern for Project Execution Management.
Manage Project Schedule Exceptions
Configure schedule exceptions to define deviation in availability from a schedule. Typical examples
are national or public holidays.
Manage Project Schedules
Create schedules to assign to resources and projects. Schedules comprise workday patterns and
exceptions.
Note: Assign only one workday pattern to schedules that you intend to use for Oracle Fusion Project
Resource Management.
Note: The start date of the schedule determines day 1 of the work pattern. So if you pick 29-Dec-
2014 as the effective from date, then day 1 is a Monday. Assuming a 5-day work week, this would
result in a work week of Monday through Friday, with Saturday and Sunday being non-working.
Prerequisite Information for Setting Up Calendars
Questions you must answer to set up calendars:

• How many hours do you work a day?
• What are your standard working days each week?
• Do you have holidays or other planned days off?
• How do I tie it all together?
• What projects or resources use this elapsed schedule?
The questions you must answer when you set up calendars include:
1. How many hours do you work a day?
a. For example, you work 7 hours a day.
b. Action: Create an elapsed shift with a duration of 7 hours.
2. What are your standard working days each week?
a. For example, you work Monday through Friday.
b. Action: Create an elapsed workday pattern with day 1 as the start day and day 5 as
the finish day, then assign the 7 hour shift.
3. Do you have holidays or other planned days off?
a. For example, New Year’s Day.
b. Action: Create a schedule exception.
4. How do I tie it all together?
a. Action: Create an elapsed schedule. Assign the shift, workday pattern, and
exceptions to the schedule.
b. Note: The effective start date of the calendar sets day 1, so ensure that this agrees
with your workday pattern. For example, if day 1 must be a Monday, ensure that the
effective start date is a Monday.
Project Enterprise Resources Overview
Create project enterprise resources to

assign to projects, tasks, issues, and
deliverables.
• Labor resources
– Optionally associate to
HCM persons
– Generic or placeholder
resources
• Expense resources
– Manage expense type
resources on tasks and
projects
– Optionally create from
expenditure types
Create resources for employees, contingent workers, or expenses that you can assign to projects,
tasks, issues, and deliverables.
Project Enterprise Labor Resource Options
Consider the following attributes and options when creating a labor resource in the Create Project
Enterprise Resources window.
Create from HCM Person
Select the Create from HCM person option to create a project enterprise labor resource from an
employee or contingent worker in Oracle Fusion HCM. The employee or contingent worker must
have a unique email in a valid format and an active primary assignment in HCM.
Request User Account
Select the Request user account option to request a user account for a new resource. Click Activate
User Account to request a user account for an existing resource. This action provisions the default
role assignments for the resource and sends the resource an email notification.
You can request user accounts only for resources who aren't associated with an employee or
contingent worker in HCM.
Resource Calendar
Use resource calendars to:
• Determine resource availability
• Schedule tasks
• Assign resources to tasks
• Calculate cost and bill amounts based on hourly rates
Note: Daily work on a resource's calendar is measured in hours per day. Task duration is
measured in days.
• Set up calendars to assign to projects and resources, or use the predefined calendar with
eight hours per day and five days per week with no holidays. Select the default calendar on
the Define Project Management Implementation Options page.
Primary Project Role
The primary project role is the role that a resource most often fulfills on a project. Available values
are based on project roles in Oracle Fusion Project Management. The default value is Project Team
Member.
Rates and Amounts
• Cost Rate: The rate for a unit of work that determines the cost for a resource on a project. To
calculate the resource cost amount, the application multiplies the resource's labor effort in
hours on the project by the resource's cost rate.
• Bill Rate: The rate for a unit of work that determines the invoice or revenue recognized
amount for a resource on a project. To calculate the bill amount for a resource on a project,
the application multiplies the labor effort by the project resource bill rate.
When you add a planning resource to a project, the application copies the resource cost and bill
rates to the project if the resource rate currency is the same as the project currency.
You can edit planning resource rates directly on the project. You can edit rates for assigned
resources, or resources who have pending assignment adjustments, directly on the assignment. The
new rates are reflected in the labor cost and bill amounts on the resource's tasks. Rate changes that
you make on the project or assignment don't affect the rates on the resource definition.
Creating Project Enterprise Labor Resources
Automatic Manual
A Create from HCM persons B Setup Tasks
• Maintain Project Enterprise Labor • Manage Project User
Resources process Provisioning
• Import HCM Persons as Project • Manage Project Enterprise
Enterprise Resources Resources
Create project enterprise labor resources automatically or manually
Multiple options exist for creating project enterprise labor resources.

• Automatically create resources from HCM employees or contingent workers
- Method 1: Define the project enterprise labor resource maintenance conditions, and
then submit the Maintain Project Enterprise Labor Resources process. For each
condition, select the person type and select people based on job. Recommended
approach for those using resource management along with Fusion HCM. May also be
using project and task management.
- Method 2: Submit the Import HCM Persons as Project Enterprise Resources process
from the Manage Project User Provisioning page. Recommend approach for those
using just project and task management along with Fusion HCM.
• Manually create resources
- Method 1: Create and update project users, request user accounts, and assign
enterprise roles to resources from the Manage Project User Provisioning page.
- Method 2: Create a resource from an existing employee or contingent worker from
the Manage Project Enterprise Resources page.
Creating Project Enterprise Expense Resources
Expense resource created independently of

expenditure
type.
Expense resource created from an existing

expenditure type.
Use project enterprise expense resources to manage expense type resources that you can assign to
projects or tasks. For example, you may want to track cell phone expenses separately from home
phone expenses. You can create separate project enterprise expense resources for cell phone and
home telephone costs.
You can use predefined project enterprise resource expense type options, create your own expense
resource type, or create from expenditure types that exist in Project Financial Management.
Summary
In this lesson, you should have learned how to:

• Use the Functional Setup Manager (FSM) to implement Project Execution Management
applications
• Create a project implementation administrator
• Create an implementation project
• Manage project user provisioning
• Manage project management roles
• Define and use project and resource calendars
• Manage project enterprise resources
3
Define Project Management
Configuration

Objectives

• Use the project plan to manage your project lifecycle
• Manage work for team members
• Define the project management implementation options
• Create and manage project codes and task codes, issue types, and deliverable types
• Create and manage change orders
• Manage Oracle Social Network objects for Project Execution Management applications
• Manage the enterprise project structure (EPS)
• Explain coexistence with E-Business Suite
• Explain the integrations with Project Execution
Define Project Management Configuration: Setup Tasks and
Task List

Manage Project Management Specify default attributes for the project enterprise such as
Implementation Options calendars, progress exception thresholds, currency, FTE hours,
and the email banner.
Manage Enterprise Project Codes Create and update enterprise project codes to capture additional
details on a project using a predefined value set, free text, or
numeric data type.
Manage Enterprise Task Codes Create and update enterprise task codes to capture additional
details on a project task using a predefined value set, free text, or
numeric data type.
Manage Issue Types Create and update issue types such as the General issue type.
Manage Deliverable Types Create and update deliverable types such as the General
deliverable type.
Execution.
Define Project Management Configuration: Setup Tasks and
Task List

Manage Oracle Social Network Objects for Enable the display of information in Oracle Social Network about
Project Execution Management changes to Project Execution Management business objects, and
select which attributes to include for each object.
Manage Enterprise Project Structure Create and edit EPS elements and manage the hierarchy of the
elements.
Execution.
Project Lifecycle
  Project Execution Management
Identify
Best Fit
Resources
Employees and
Resource Contingent Workers
Managers
Project Team
Manage
Managers

Plan &
Assign
 
Execute
Members
Manage

Schedule
Contracts Resources Project Performance
Project
Contract Manage Project

Budget & Control
Managers Billing & Executives
Forecast Costs
Revenue
Project Accountants Billing Specialists
Manage the project lifecycle based on best-practice business process flows, with comprehensive
and streamlined coverage for all the roles and processes involved, from the initial project contract all
the way through to project insight and performance.
Project managers can quickly create a project with minimal information for initial planning, staffing,
and scheduling purposes. When they are ready to move ahead on the project, they can optionally
choose to enable financial management capabilities for the project to collect costs, generate budgets
and forecasts, and bill customers. For example, as a project manager, you can create projects for
sales opportunities with no financial impact. When the opportunity matures, the Project
Administrator can then enable it for financial management.
You can manage the lifecycle of a project from work planning all the way to financial planning.
• Create project for planning and scheduling, including the financial tasks and more detailed
tasks for planning and scheduling.
• Plan the project.
• Enable the project for financial management.
• Set the initial baseline for planning and scheduling purposes.
• Over time, update the project plan and schedule. Update the financial project plan with
information rolled up to the lowest-level financial tasks when the plan is revised and ready.
Project Management Dashboard
Infolet
Repository
Project managers can use the Project Management Dashboard to quickly review items needing
attention for projects they own. The dashboard comprises of a group of infolets showing you critical
information about your projects.
Run the Update Project Performance Data process from the Scheduled Processes page to refresh
the data on the Project Management Dashboard.
Personalizing Infolets
Use the Infolet Repository to enable or disable infolets on the Project Management Dashboard.
Certain infolets have an expanded view option where you can view a greater detail of data without
leaving the infolet. You can also rearrange the infolets based on your preferences by moving them
anywhere on the screen.
Infolet Data Sources
Infolet Data Source Criteria
My Projects All PPM Projects Projects you manage

Health Project Financials Project health based on KPI thresholds
Time Cards Project Financials Missing or partially reported timecards
Invoices Project Financials Invoices pending approval
Unvoiced Cost Project Financials Expenditures yet to be invoiced
Team Allocation Project Execution Number of over or under allocated resources
Assignments Project Execution Confirmed or Pending Adjustments
Milestones Project Execution Milestones past due, at risk, or due soon
Change Orders Project Execution Change orders requiring attention
Progress Project Execution Marks project progress with respect to time
Cost Budget Project Financials Compare project cost to project budget
Only the infolets relevant to the offering you implemented, Project Financial Management or Project
Execution Management, display data on the Project Management Dashboard. You can choose to
hide the infolets that display no data.
Managing the Project Lifecycle
• Plan and schedule project work

• Create financial and nonfinancial tasks and milestones
• Associate requirements and deliverables to tasks
• Assign multiple resources to a task
Project managers use the Project Management work area to manage the entire lifecycle of the
project. Project managers can create fewer tasks in project plans by assigning multiple labor
resources to a single task. They can:
• Plan and schedule the completion of work on projects, create tasks and milestones, and add
dependencies and constraints.
• Manage the lifecycle of the project from the initial stages of project planning and estimation to
the actual execution of the project.
• Request and assign resources to the project, define constraints, dependencies, and
milestones.
• Associate requirements to tasks.
• Associate project deliverables to tasks or use work items to determine the completion of work
on tasks.
• Additionally, create financial tasks even if you do not plan to use Fusion Project Financial
Management. For example, if your applications coexist with EBS, then you can share
financial tasks and the planned dates rolled up to the financial tasks with EBS. See the
section on
E-Business Suite Coexistence later in this lesson for more information.
Project managers use the project plan to:
• Create the task structure and plan and schedule project work.
• Create financial with the billable and chargeable attributes, nonfinancial tasks, and
milestones.
• Specify task dates and assign multiple resources to a task.
• Collaborate with team members on their task assignments using the Social button.
• Define constraints and dependencies on project tasks.
• Create milestone tasks to track key events in your project.
• Schedule project tasks to ensure that dates are assigned to tasks based on dependencies
and constraints.
• Associate requirements to a task or create tasks from requirements.
• Create and associate deliverables to tasks and specify the need-by date for the deliverables.
• Project administrators can enable the project for financial management.
• Update the financial plan and progress to the financial project plan and perform financial
management activities in the Manage Financial Project Plan page.
Integration with Oracle Social Network (OSN) allows project managers to converse with team
members about their task assignments.
Using Work Plan Templates
• Quickly create task structures with dependencies, constraints,

milestones, and generic resources
• Save standard task structures as work plan templates and share them with other project
managers
– Tip: Replace named-people with generic resources using the Manage Work Plan
Template Resources page such as engineer or QA. Replace them with named-
people resources after you create a project using this work plan template.
You can use work plan templates to standardize task creation across teams. Work plan templates
provide you with an efficient starting point when you build the task structure of your project. You can
use standard work plan templates to quickly build task structures and quickly replace them with
‘generic’ resources. The application creates highest-level tasks from the work plan template as peers
to the selected task, and then adds the resources to the project resources in the Planned status.
When you save a project as a work plan template, the application copies all resources except the
project-specific resources in the project and retains the associated task assignments. Project-
specific resources for planning purposes are not included in the work plan template as project-
specific resources are not available to all projects. If you create work plan templates from your
project, then don’t use project-specific resources in your project planning. Instead only use resources
that are available to all projects.
After you create the work plan template, review the resources and task assignments and use the
Manage Work Plan Template Resources page to replace named-people to generic resources such
as Senior DBA or QA Engineer. Project managers who create a projects with this work plan template
you can quickly replace the generic resources with the specific person who will fulfill that role on the
project.
Tip: After creating a work plan template, replace named-people with generic resources such as
engineer or QA using the Manage Work Plan Template Resources page. Replace the generic
resources with named-people resources after you create a project using this work plan template.
Work plan templates enable you to:
• Create task structures with dependencies, constraints, milestones, and resource
assignments for your project
• Set financial attributes for a task such as chargeable and billable
• Save standard task structures as work plan templates and share them with other project
managers
Managing Financial and Nonfinancial Projects
• Create financial tasks in the work plan

• Maintain key financial task attributes
• Include financial tasks in work plan templates
• Manage project calendars, resources, and resource requests
• Manage the financial project plan
• Manage change orders and work items
Project managers can build out the tasks required for financial management purposes from the
Project Management work area. They can:
• Create key financial tasks at the summary task level and define attributes such as billable or
chargeable.
• Specify task dates for the financial task and assign resources.
Note: Only named person resources from the PRBS will be transferred to the Project
Financial Management work area. Other resources, will be rolled up to the resource-
class level.
• Create nonfinancial subtasks to define the work required to complete these tasks and build
out the project plan to the level of granularity required.
If you know that you will always track a particular set of financial tasks in your project, you can add
them to your work plan template.
Project administrators can enable a project for financial management from the My Projects page in
the Project Financial Management work area. After a project is enabled for financial management,
you can:
1. Create additional tasks in either the Manage Project Plan page or the Manage Financial
Project Plan page.
2. Create budgets and forecasts for the project.
You can manage various activities during the project lifecycle from the Actions panel tab and perform
those tasks in context of a particular project:
• Maintain key financial task attributes
• Include financial tasks in work plan templates
• Manage project calendars, resources, and resource requests
• Manage the financial project plan
• Manage change orders and work items
Enable Project for Financial Management
Project administrators must enable the project for financial management.
Project administrators can enable the project with financial tasks for financial management by
applying a financial project template. This ensures that all financial tasks are transferred to the
Project Financial Management work area. You can continue to update and maintain the subtasks
you added for work planning in the Project Management work area.
After this step, you can collect costs on the project once work proceeds on the project. Notice that
the Actions panel tab in the Project Management work area displays additional links for your project
after this step. You can directly navigate to the Manage Financial Project Plan page from the Project
Management work area.
1. Log in as a project administrator.
2. From the Tasks panel tab, click the Enable Project for Financial Management link.
3. In the Enable Project for Financial Management window, select a project template for your
organization.
4. Click OK.
5. Review the transferred financial tasks and resources from the Manage Financial Project Plan
page.
Important: To make further modifications to your project plan, you must use the Project
Management work area. Any updates you make in the Project Financial Management work area, will
be overwritten with the latest changes to the project plan in the Project Management work area.
Collect Progress and Manage Task Exceptions
• Quickly review and

take action on tasks
with exceptions
• Accept or reject
proposed changes
from resources
• Propose new dates
or effort outside
threshold limits
• Preview impact of
accepting proposed
changes on
schedule
Project managers can review progress reported by team members, and identify and take action on
tasks with exceptions. They can preview the impact to the project plan due to the proposed changes,
and accept or decline the changes.
Using the Manage Task Exceptions page, they can:
• Update the task details to revise start and finish dates, duration, and effort for the project or
task
• Identify and resolve task exceptions
• Preview the impact of accepting all the task exceptions on the project schedule and decide
whether to accept or decline the change.
Note: You can’t accept of decline overdue tasks.
Manage Project Milestones
Use milestones to centralize project milestone tracking and reporting
Project managers can monitor project milestones in various statuses, identify milestones that are at
risk, and plan appropriate action.
Using the Project Milestones page you can:
• Filter the project and status to view the milestones that need your attention.
• Search for milestones that were not scheduled and assign completion dates to them.
• Mark milestones as complete as work progresses.
• From the Project Management Dashboard, click the number in the Milestones infolet.
Update Financial Plan and Progress
• Update the financial project plan from the detailed project plan
• Capture and publish financial progress based on information collected on the project
plan
After you finish planning and scheduling your project and work proceeds on it, you can choose to
update the financial plan with the progress information and optionally set the financial baseline for
the project. Note that the Update Financial Project Plan and Progress is always selected and you
can’t deselect it.
The detailed planning is automatically summarized to the lowest financial task and used to update
the financial project plan. As the project progresses, you can send updates to the financial project
plan and also capture and publish the financial progress based on progress information recorded on
the detailed project plan. You’ll see that your reported progress including the physical percent
complete and start and finish dates, and resource assignments are now updated in the Manage
Project Financial Plan page.
Manage Projects Using a Representational State Transfer (REST)
Service
• Create and maintain projects in mobile and
third-party applications Create Project
• Create projects with minimum attributes, such as

Project Name
project name, start date, and project manager Start Date
• Use a project template to enable a project for Project Manager
financial purposes
No Template
Template
Project
Project Plan
Project Plan +
Finances
Oracle Project Portfolio Management Cloud delivers Representational State Transfer (RESTful) APIs
to facilitate integration with third-party applications. REST services are now the industry standard for
integration and use in mobile applications. For example, using these REST APIs project
administrators can easily update and maintain projects. The project REST service improves the user
experience for organizations that want to leverage the service for different business needs.
You can leverage a standard service that is simple, lightweight, fast and easier to create, view, and
update their project details.
Create and maintain projects from any third-party application using a Representational State
Transfer (REST) service.
Using the Oracle Fusion Project Portfolio Management REST service, you can create projects with a
minimum set of attributes, such as a project name, start date, and project manager from the mobile
or third party application.
Optionally specify a project template. Projects created without a project template are available for
planning and scheduling, while projects with a template are also available for financial management
purposes, such as tracking costs and generating invoices.
See the REST API for Oracle Project Portfolio Management Cloud guide on the Oracle Help Center
(docs.oracle.com) for information on the API.
http://docs.oracle.com/cloud/latest/projectcs_gs/FAPAP/
Managing Work for Team Members: Team Member Dashboard
• Review your current and upcoming

tasks, issues, and calendar events
• Report progress by marking tasks as
started or finished
• Update scheduled events on the
calendar
• Update your profile and email
notification settings
Managing Work for Team Members

Team members use the Team Member Dashboard and the Manage Tasks page to manage project
and non-project tasks, and collaborate with other team members.
Team Member Dashboard
Use the Team Member Dashboard regions to get information on tasks assigned to you, such as:
• Review task exceptions and keep track of tasks that need their attention.
• Report progress by marking tasks as started or finished.
• Update any scheduled events on your calendar.
• Track new activities and issues.
• Drill down to the Manage Tasks page to enter detailed progress information for a task.
• Update your profile and email notification settings.
Note: Oracle Fusion Task Management doesn’t require configuration tasks in the Setup and
Maintenance work area. To access the pages in the application, you must be a project enterprise
labor resource.
Managing Tasks
Use the Manage Tasks page to:

• Review the project tasks, to-do tasks,
milestones, and action items
• Report progress on tasks and mark tasks
as started or completed
• Review and manage deliverables on tasks
• Propose to change task effort and dates
Team members can perform detailed task management activities using the Manage Tasks page.
They can drill down to the Manage Tasks page from the Quick Progress region of the Team Member
Dashboard. Progress reported is updated on the project plan so that project managers can see the
latest project progress.
Using the Manage Tasks page, team members can:
• Review the list of tasks in the Tasks section and notice tasks that need their immediate
attention
• Enter detailed information about a task including marking it as started or completed
• Propose to change the task dates and submit them for review with the project manager
• Create nonproject tasks to track other to-do items
• Add other team members as Followers to tasks that are relevant to them
• If required, transfer a task to another team member by assigning them as an owner
• Use Oracle Social Network to collaborate with other team members regarding work on a task
Managing Tasks Using Team Member Mobile
• Manage your tasks conveniently, anywhere

and anytime
• Simple and intuitive
• Search and filter for tasks Drag picture Drag picture
to to
• Update, progress and add tasks
placeholder placeholder
• Manage work in collaboration with others or click icon or click icon
to add to add
Managing Tasks Using the Mobile Application

Use the Task Management mobile application along with the OSN mobile application to report
progress on your tasks and collaborate with your project team using your smartphone.
You can:
• View and search for tasks
• Add to-do tasks
• Update and edit progress for existing tasks
Manage Task Exceptions
• Task exceptions are generated when team members have overdue tasks or change task
dates or effort to values that exceed the defined threshold values.
Configure the threshold values for progress exceptions on the Define Project Management
Implementation Options page in the Setup and Maintenance work area. When a team member
enters a start date, finish date, or increases planned hours for a task that exceeds the threshold
amount, a task exception is generated. The project manager reviews and takes action on the
exceptions from the Manage Task Exceptions page of a project.
Manage Project Management Implementation Options
Set up the following:

• Default Calendars
• Progress Exceptions
• Default Currency
• Default Full-Time
Equivalent Hours (FTE)
• Default E-Mail Banner
Execution > Manage Project Management Implementation Options task.
Major tasks include:
• Define default project and resource calendars.
- Select default calendars to assign to projects and resources.
- Project and resource calendars define the standard working and nonworking time for
projects and resources.
Note: Oracle Fusion Project Execution Management provides a standard calendar of
8 hours per day, 5 days per week.
• Progress Exceptions: Specify the threshold values for task progress in days and hours.
Progress exceptions occur when team members enter progress amounts that exceed the
defined thresholds.
• Default Currency: The currency used when a project is created.
• Default Full-Time Equivalent Hours (FTE): Quarterly FTE hours are used for reporting in
the Project Hierarchy Dashboard and enterprise project structure (EPS). The default value is
520 hours.
• Default E-Mail Banner: The email banner used for notifications.
Managing Project Codes and Task Codes
You can specify the following

attributes:
• Value Set: Up to 40
project codes or task
codes based on value
sets.
• Numeric: Up to 10 project
codes or task codes with
numeric entry.
• Free Form Text: Up to 20
project codes or task
codes with text fields.
Execution > Manage Enterprise Project Codes or Manage Enterprise Task Codes task.
Using Project and Task Codes
• View and update project codes from the Edit Project Details page (click project name link on
the Manage Project plan page).
• View and update task codes as columns on the Manage Project Plan page. You must select
to show the columns.
• You can also view and update tasks codes on the Manage Tasks page.
- Include project and task codes in OTBI reports.
• Tip: You may have to clear you server cache to see the project and task codes if you add
new ones.
Project and task codes enable project managers and team members to capture information using
custom attributes that are specific to an organization, at the project and task levels, respectively.
Create project codes and task codes based on the following data types:
• Value Set: Up to 40 project codes or task codes based on value sets. Use Value Set data
type to define an attribute that requires list of values. Define values for the project code in the
Values column.
• Numeric: Up to 10 project codes or task codes with numeric entry. Use Numeric data type to
define an attribute that requires numeric value.
• Free Form Text: Up to 20 project codes or task codes with text fields. Use Free Form Text
data type to define an attribute that requires text entry.
Limitations
Because project and task codes share the same definition they have the following restrictions:
• You cannot assign the same code to both project and task codes.
• After you use a code at the task level, you cannot use it at the project level and vice versa.
Example
You can create an Industry project code with the following values:
• Software Development
• Professional Services
• Construction
• Internal IT
Managing Issue Types
Issue Type
Use the predefined issue type

and create additional types
Create according to your business
need.
Classify and report on both project

Report and nonproject issues based on
their types.
Use issue types to classify and report on issues. Issues can be both project and nonproject related.
The application has one predefined issue type named General. You can create custom issue types
on the Manage Issue Types page based on your organization’s needs.
Use the To Date field of an issue type to specify up to what date the issue type is available in the
application. Enable or disable issue types as needed.
Managing Issues
Create issues in the application to:

• Track and manage issues affecting the progress of work
• Work towards resolution of an issue by creating action items that you can assign to team
members
• View the progress of issue resolution using analytics
Project managers can quickly create issues from the Project Manager Dashboard to track problems
and concerns related to their projects or other issues unrelated to the project. They can also add
action items to help resolve issues and assign them to team members. They can easily manage
issue and update the owner, need-by date, priority, and status.
Project Managers can also view the analytics for all issues.
Team members can also create and track issues and action items from the Team Member
Dashboard.
Managing Deliverable Types
Deliverable Type
Use the predefined deliverable

type and create additional
Create types according to your
business need.
Classify and report on deliverables

Report based on their types.
Use deliverable types to classify and report deliverables. The application has one predefined
deliverable type named General. You can create custom deliverable types on the Manage
Deliverable Types page based on the needs of your organization.
Use the To Date field of an deliverable type to specify up to what date the issue type is available in
the application. Enable or disable deliverable types as needed.
Managing Deliverables
Create deliverables to:

• Track and manage the deliverables for a project or task
• Assign deliverables to resources and specify the need-by date
Project managers can quickly select a deliverable based on the deliverable type to a project task.
They can then assign resources to work on the deliverables and specify the need-by date for the
deliverable. The deliverable definition displays the date on which the deliverable was created to help
track the lifecycle of the deliverable.
You can easily manage the deliverables at the task level and update owner, need-by date, priority,
and status for each deliverable.
Create and view deliverables across projects on the Manage Deliverables page in the My Work area.
You can also see deliverables associated with a task in the Manage Tasks page in the My Work
area.
Managing Change Orders
Manage changes in your organization by:

• Creating change orders
• Assessing the impacts of change orders
• Monitoring change order progress through stages and states
• Implementing the change order
Use change orders to create, manage, resolve, implement, and communicate the impact of proposed
project or nonproject changes. Project managers and project team members create change orders to
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. The details of a proposed change are
consolidated and regularly communicated to all stakeholders throughout the process.
During the course of a project, changes can impact the project schedule, project resources, or the
project budget. The project scope defines what features are delivered by the project. Changes to
scope typically impact both cost and time. Often, requested changes add or reduce project scope.
Even minor scope changes can have significant impacts on both cost and schedules making the
change control process intrinsic to the success of projects.
Change owners can view the impacts included by participants with an assessor role by filtering by
participants or business area. You can manage changes by:
• Creating a new change order
• Submitting the change order for impact assessment, review, approval, and implementation
• Assigning participants with various roles on the change orders
Participants enter the impact of the requested change to:
• Document the impact to various business areas.
• Specify the estimated cost and effort required.
• View the impact by business area.
Tracking Implementation of Change
Owners have the flexibility to add participants at any stage and include key stakeholders to ensure
that critical impacts are captured and documented as a change order progresses towards
completion. For example, if a reviewer is on vacation and is pending work on a change order, the
owner may decide to submit the change order for approval and skip the review if it is not considered
critical.
Owners can easily skip noncritical stages to allow change orders to progress to the next stage. For
example, owners can skip the review stage for a simple change order and directly submit it for
approval. Owners can change the status of participants who are assigned roles on a change order.
For example, owners can change the status of work assigned to participants to pending, complete,
or upcoming in a future stage.
Change Order Lifecycle
Create Change Submit for impact
Order analysis
Yes
Capture Impact
Access Impact Assessment from
Participants
Submit for Review
Submit for Rework No
Yes Review from

Review Impact
Other Participants
Submit for Approval
No
Approve Change
Order
Rejected
Approved
Implement Close Change

Change Order Order
Manage the entire lifecycle of a change order starting from creation to the implementation of the
change in your application. The project manager or team member can easily create and track a
change order, as well as document the impact of changes to a project. The owner can specify the
priority, reason for change, justification for change, and the impact of not implementing the change.
Additionally, the owner can add new participants with various roles on the change order and track
their progress. You can assign participants the role of an assessor, reviewer, approver, or
implementer. The application notifies participants using email notification when they’re added as a
participant with any role on the change order, and when there is an action requested of them.
There are no setup tasks required to use change orders.
Note: All implementations are done manually and after the change order owner confirms that the
implementation is complete, the owner closes the change order.
Collaborate with the Project Team Using Oracle Social Network
(OSN)
Use OSN to:
• Collaborate with team
members in real-time.
• Start, view, and contribute
to related conversations.
• Review documents shared
by team members.
• Add other stakeholders to
the conversation and
collaborate with them.
The integration of the Oracle Social Network Cloud Service with applications and business processes
brings key attributes from the applications to share, socialize, and update information. This helps in
making better business decisions based on additional information that you obtain and analyze within
your social network.
Project managers and team members can effectively collaborate on project work using Oracle Social
Network. They can start, view, and contribute to a project directly from the project plan either at a
project level or task level. They can also review documents that team members make available and
provide feedback.
For example, they can communicate work requirements or issues with all team members using a
conversation and review the artifacts shared by team members for those requirements. Other
stakeholders such as executives and support teams, can also be added to the conversations.
Set Up Oracle Social Network Object Integration Business Objects
Project Task Project Project Project

Issue Deliverable Change
Order
Project Task Description Name Change Order ID
Description Start Date Close Date Deliverable ID Comments
Project Start Finish Date Issue ID Need-by Date Name
Date Priority Need-by Date Type Cancellation
Project Finish Owner Summary Priority Comments
Date Status Created By Type Status Owner
Project Number Owner Owner Project
Priority Priority
Project Reason
UI Summary Stage
Status Status
Close Reason Reason for
Creation Date Canceling
Reopen Summary
Managing Oracle Social Network Objects

You can determine whether information about a business object, such as Tasks, is displayed in
Oracle Social Network. If you enable an object for sharing, you allow users to collaborate on the
object through social networking. You can also choose which attributes are shared, such as names,
details, and who made the last update.
Enabling the Business Objects
You need to enable the business objects either manually or automatically.
• Manual: If you select this option, you let users decide whether to share each instance of the
object with the social network. Click the Share button to share the instance of the object.
Once shared, all updates to the enabled attributes of the instance appear on the social
network. If the instance is deleted, that information is also shared.
• Automatic: With this option, news about all instances of the object appears on the social
network. The Share button is not displayed. Every newly created instance is shared and all
subsequent updates to the enabled attributes. Deletion of any instances also gets shared.
Managing the Enterprise Project Structure (EPS)
Use the enterprise project structure (EPS) to:

• Group projects into a hierarchical structure for
reporting to executive management.
• Assign delegates who can act on behalf of an
owner, or just assign viewers.
• Review labor demand by based on full-time
equivalent (FTE) hours.
• Summarize data at each level of the hierarchy.
As your of projects move through their life cycles, project executives will want to track what is
happening. Project application administrators and project managers can group projects in the
enterprise for purposes of reporting to project executives. Project application administrators can also
designate who can view information at each level of the project hierarchy. They can assign owners,
delegates, and viewers at any level of the enterprise project structure.
EPS allows the summarization of project data to higher levels of categorization. Companies can
summarize their projects based on departments and divisions, an organizational rollup, or by program
or product line. An implementation has only one EPS, and a project can belong to only one EPS
node at a time. Executives can use their EPS to review labor demand for all projects in a particular
program or department.
Each EPS element can have one directly assigned owner, one directly assigned delegate, and as
many directly assigned viewers as needed. When you directly assign a person as an owner,
delegate, or viewer to a parent EPS element, the person automatically inherits the same role for
each child EPS element.
For example, project executives want to see the labor demand in all application implementation
projects in their organization. Use the enterprise project structure (EPS) to organize projects into
hierarchical groups for reporting specific metrics to executive management. You can create up to 10
levels in the project hierarchy.
To view the labor demand on projects in your organization, you must set up the enterprise project
structure (EPS) in your organization. New projects that are created, are automatically assigned to
the Unassigned Projects element. You can then move those projects into the appropriate enterprise
project structure (EPS) elements.
The default value for quarterly FTE is set in the Define Project Management Implementation options
page as 520. You can change the default as required by your organization.
Using the Project Hierarchy Viewer
Use the Project Hierarchy Viewer to view labor demand in a hierarchical arrangement.
The Project Hierarchy Dashboard and the Project Hierarchy Real-Time subject area in OTBI provide
a cross-project perspective. You can assign owners to each level of the hierarchy and, in turn, the
owners can determine who can view the project information for that level and all of its child elements.
You can only access the elements that you have permission to view in Oracle Transactional
Business Intelligence (OTBI).
Project executives can view project data in a hierarchical arrangement using the Project Hierarchy
Viewer. You can design the structure as needed based on your business need. For example, you
could set up the enterprise project structure (EPS) to represent the lines of business within your
organization. You can review the labor demand by team member role in terms of full-time
equivalents (FTE). The application summarizes data from the project resources to the project level,
for all projects associated to the element, and then the organization-level element. The project
executive can view project metrics at different reporting levels in the structure.
Note: A project can be associated with only one element.
See the topic Enterprise Project Structures: Explained in the Help Portal (fusionhelp.oracle.com) for
additional information.
Project Execution Management Coexistence with Oracle E-Business
Suite (EBS) Projects
Skills Search Utilization Project Mgt

Scheduling
+
Demand
Supply Task Management
Optimize project staffing Accelerate project delivery
assignments
resource
Projects
Project
Tasks
Actual
hours
E-Business
Suite
Oracle
Projects
Project Billing Project Costing Project Planning Time and Labor
& Control
Use EBS for financial management of your projects such as collecting costs and billing while
leveraging Project Execution Management applications for executing your project and the Oracle
Time and Labor (OTL) solution for capturing project time.
Leverage the streamlined integration to plan and schedule your projects using Oracle Fusion Project
Management and manage the financial aspects of the project using Oracle E-Business Suite
Projects. Create the project in Oracle Fusion Project Management and, when the project is ready for
financial activities to begin, import the project into Oracle E-Business Suite Projects. Only financial
tasks are imported into Oracle E-Business Suite Projects so you can plan and schedule at a low
level of detail and collect costs and bill at a higher level of the task structure. You can also import
project-level resource assignments into Oracle E-Business Suite to a project-level budget.
As you collect actual hours worked in Oracle E-Business Suite Projects, you can import the hours
into Oracle Fusion Project Resource Management for reporting the actual utilization of resources.
Integrate EBS Projects with Project Execution Management
My Project
My
Project
Financial Financial
Import Project
Create Project and tasks Create Project
Execution Execution Execution Financial Financial
Import project-level
Find and Assign resource Manage
Best-Fit assignments Budgets*
Resources
Manage Export actual hours Collect Actual

Utilization Hours
Collect costs and

Oracle PPM Cloud E-Business bill for project work
Plan, schedule, staff Suite
and execute work Oracle Projects
* Budgets reside in the EBS Oracle Project Planning and Control solution
The integration enables you to staff, plan, and schedule your projects in Project Execution
Management, and using Oracle E-Business Suite Projects to manage the financial aspects of the
project. You create the project in Project Execution Management and, when the project is ready for
financial activities to begin, import the project into Oracle E-Business Suite Projects.
Only financial tasks are imported into Oracle E-Business Suite Projects so that you can plan and
schedule at a low level of detail and collect costs and bill at the summary task level.
You can also import project-level resource assignments into Oracle E-Business Suite to a project-
level budget, to include:
• Named person labor resources
• Placeholder labor resources
There’s an option to retain resource rates from PPM Cloud or override with rates available in
E-Business Suite. More detailed information on how this information is transferred and mapped is
available in some of the resources we’ll be pointing out later.
Note that the budget will be held in the EBS Oracle Project Planning and Control solution (formerly
known as Oracle Project Management).
As you collect actual hours worked in Oracle E-Business Suite Projects, you can export the hours to
Oracle Project Resource Management Cloud for reporting the actual utilization of resources.
Post-Installation Setup
Before you can use the coexistence with EBS Projects, your system administrator must complete
these post-install steps. See the section Oracle Fusion Project Management and E-Business
Suite Projects Coexistence under Post-Upgrade Tasks, in the E-Business Suite Upgrade Guide,
Release 11i to 12.2 and 12.0 to 12.1 and 12.2.
Create, Plan, and Schedule Project in Fusion
• Initiate project in Oracle Fusion Project Management

• Create project plan including financial tasks
• Optionally create detailed tasks for planning and scheduling
• Schedule the project plan
To leverage this coexistence, first create your project in Oracle Fusion Project Management with the
minimum amount of information such as project name and start date. If you have standard project
structures, then create work plan templates including financial tasks and detailed tasks for planning
and scheduling. Tasks can have dependencies, resources, and effort on the work plan templates.
After you create the project using the work plan template, you can easily make modifications specific
to the project by entering key dates, and schedule.
You can then create a high level project plan with financial tasks and later break them down into
smaller tasks for planning, scheduling, and assigning work to team members. You can further
develop the plan using dependencies between tasks and date constraints to drive the project
schedule.
Import Project and Tasks into EBS to Initiate Financial Management
Activities
After you import the project into EBS Projects and apply the appropriate project template,
Project Execution Management marks financial tasks as integrated tasks and disables
structural changes for integrated tasks.
After the project is initiated in Oracle Fusion Project Management and is ready for starting financial
management, you can import the project into EBS. You must select an EBS project template while
importing the project. During the import, the process imports only the financial tasks. It does not
import the nonfinancial tasks used for planning and scheduling in Oracle Fusion Project
Management.
After you import the project into EBS Projects and apply the appropriate project template, Project
Execution Management marks financial tasks as integrated tasks and disables structural changes for
integrated tasks.
Develop Resource Plan in Oracle Fusion Project Management
• Plan for labor and expense resources

• Submit requests for labor resources to resource managers
• Track resource requests and resource utilization
• Search and evaluate resources based on skill matrix and availability
After the project is initiated, plan for labor and expense resources that will be required for the project
in Oracle Fusion Project Management. As project manager, you can submit your staffing needs to
the appropriate staffing owners. Staffing owners can track all the resource requests and their
utilization in Oracle Fusion Project Resource Management while fulfilling the requests submitted by
project managers, using resource scores based on their skills and availability.
Import Project Resource Plan from Oracle Fusion Project
Management
Import project-level resource assignments in EBS such as:
• Named person labor resources
• Placeholder labor resources
Optionally retain resource rates from Oracle Fusion Project Management or override with
rates in EBS
After you integrate the project and complete resource planning, you can import project- level
resource assignments into EBS.
Project-level assignments of named-person resources, which are mapped by their email IDs, are
imported as labor resource assignments into EBS.
The project-level assignments of placeholder resources, which are mapped by their role name, are
imported as project role assignments into EBS.
EBS Projects imports the expense resources assigned at the project level by mapping expense
resources to expenditure types. EBS Projects determines the expenditure type based on the
expense resource name in Project Execution Management.
If the resource bill rates and cost rates are available in Project Execution Management, then you can
choose either to retain the rates or override them with rate schedules available in EBS.
Generate Project-Level Budget in EBS
• Creates project-level budget

– Uses imported resource assignments
– Creates budget in Draft status
– Creates or replaces current working version
• Spreads resource assignment amounts between the assignment start and end dates
• Creates multiple budget versions
Importing project level labor and expense resource assignments from Fusion also generates a
project-level budget. A new version of the budget is generated based on the specified financial plan
type while importing resource assignments. Ensure that the selected financial plan type is enabled
for project level budgeting and has a planning resource list assigned to it. However, if task-level
budgeting is enabled for the selected financial plan type, then the process displays an error.
The process spreads the resource assignment amounts between the start and end date of the
resource assignment. For any of the imported project resources, if the start and finish dates are not
available then it spreads them according to the project start date and finish date. The application
displays an error if the project finish date is also not available.
Execute the Project in Oracle Fusion Project Management
• Create detailed (smaller) tasks for assigning work to team members

• Team members collaborate on tasks with project managers and other team members
• Team members update the task progress
• Project managers track the progress of tasks and deliverables
After you build a high-level plan and assign resources on the project, you can start breaking the
larger tasks into smaller tasks so that you can assign work to individual team members and track
completion of work. Team members can collaborate on these tasks with project managers, other
team members, and even with people outside the project. Team members update the progress of the
task and report their percent complete. Project managers can keep track of the progress of tasks,
deliverables, and other work items as the project moves forward.
Update Financial Tasks in Oracle Fusion Project Management
• Update financial task attributes such as task number, dates, effort, name, and task
codes.
• Add new financial tasks.
New Financial
Task
Integrated
Financial Task
As the project progresses, you can update other attributes of these financial tasks such as the task
number, dates, effort, name, and task codes to accommodate any adjustments you make..
In case of any significant changes to the project, such as scope changes, you can even add new
financial tasks.
Import Project Updates into EBS
• Updates already integrated financial tasks

• Imports new financial tasks
Depending on the needs of the project, you can set a schedule to import updates to the project plan
from Oracle Fusion Project Management. Each time you import the updates, the integrated financial
tasks are updated with the latest information such as task dates, effort, and task names from Oracle
Fusion Project Management. The update process also imports any new financial tasks that are
added in Oracle Fusion Project Management since the process was last run and marks those tasks
as ‘integrated’ in Oracle Fusion Project Management.
Capture Actual Costs in EBS
• Submit actual hours in Oracle Time and Labor

• Approve time cards
• Capture labor and expense actual costs in EBS Projects
• Cost and account for labor (distribute labor costs)
As the project progresses, you can collect all project related actual costs in EBS. Labor costs can be
reported by submitting the time cards in Oracle Time and Labor.
After these time cards are reviewed and approved by managers, the application records the actual
labor hours for the respective projects based on the approved time cards.
Similarly, expenses and any other actual costs associated with the project, are also captured in EBS.
After you perform costing and accounting for timecards in EBS, you can export the actual hours
worked from EBS and import them into Oracle Fusion Project Resource Management for actual
utilization reporting.
Export Actual Hours to Resource Management for Utilization
Reporting
• Export actual hours from EBS in predefined format
• Import actual hours into Oracle Fusion Project Resource Management
• Calculate resource actual and projected utilization in Oracle Fusion Project Resource
Management
After the labor resource actual hours are costed and accounted for in EBS, export the actual hours
for integrated projects in the predefined format required for importing them into Fusion.
Import the actual hours for the integrated projects and shared labor resources into Oracle Fusion
Project Resource Management.
Oracle Fusion Project Resource Management uses the project-level resource assignment
information available in Oracle Fusion Project Management and the imported actual hours from EBS
to calculate actual utilization of the shared labor resources.
Manage Project Integration
Project Execution Management applications integrate with the following products:

• Microsoft Project
• Oracle Fusion Innovation Management and Oracle Fusion Product
Development
• Oracle Fusion Sourcing
• Oracle Fusion Opportunity Management
You can integrate and use Project Execution Management applications with other applications to
achieve your business goals. Project Execution Management applications integrate with:
• Microsoft Project to build out your project plan in Microsoft Project and transfer it to Oracle
Fusion Project Management for work and resource planning.
• Oracle Fusion Innovation Management and Oracle Fusion Product Development to
enable product development projects to manage their project schedule and staffing
requirements and track the progress of work on projects.
• Oracle Fusion Sourcing to enable using a project to track and manage the stages of a
negotiation initiative to research for and prepare an RFQ to submit to suppliers.
• Oracle Fusion Opportunity Management using services to enable sales managers and
representatives to create pursuit and planning projects for an opportunity in the sales
pipeline.
Install Microsoft Project Integration Client
Download and install the Microsoft Project integration client from the Project Manager Work
Area.
Download and install the client from the Project Management work area. After you install the client,
you must update the environment URL using the Change Environment tool within the Oracle Fusion
Projects client inside Microsoft Project. The environment URL must contain the string
projectsManagement. The application truncates text after that string.
For example: https://msp-prj.vision.com/projectsManagement
Microsoft Project Integration: Export Project
Export a project from Microsoft Project to create and execute the project in Oracle Project
Management Cloud. Export is one-time only for a project. Export includes:
• Project
• Tasks
• Milestones
• Resources and resource task assignments
• Task dependencies and constraints
Microsoft Office
Project
Export
Prevalidation
Export your project plan to Oracle Fusion Project Management after initial scheduling is complete in
Microsoft Project. You must fix all errors identified during prevalidation before exporting a project.
Important attributes exported or recreated at the task level include task name and dates, task codes,
dependencies, constraints, and milestone indicators.
For example, you can transfer lowest-level tasks assigned to multiple labor resources and projects
with tasks dependencies with a negative lag to support fast tracking. In addition, you can transfer
tasks that are identified as financial tasks, containing information of whether they are chargeable and
billable.
The enhanced transfer process from Microsoft Project into Oracle Fusion Project Management Cloud
allows you to validate the project plan before the transfer and highlight any needed changes.
Validation spans through milestones constraints and dependencies, formatting of lags, notes field
maximum length of characters, and raising a warning if a resource is inactive. After export, review the
transfer report to determine if errors or warnings occurred for checks other than those performed
during prevalidation.
Creating Resources in Project Execution Management During
Project Export
Microsoft Office Project plan Email or name
Project Export project
exists in project
resources
New resource New resource Project

with no email with email Resource
Project-Specific
Resource
When you export a project from Microsoft Project to Project Execution Management, resources are
either created or assigned from existing project resources.
• If the resource name or email exists for a project resource, then Project Execution
Management relates the existing resource to the project.
• If email is provided but it does not exist, then Project Execution Management creates a
project resource.
• If you don’t provide an email, then Project Execution Management creates project-specific
resources.
Microsoft Project Integration: Import Project
Import a project into Microsoft Project from Oracle Project Management Cloud to share the
project with stakeholders. You can import the project at any time, as you continue to execute
the project in Oracle Project Management Cloud.
Microsoft Office
Project
Import
Import projects (but not work plan templates) from Oracle Fusion Project Management to create new
project files in Microsoft Project. Project-level attributes such as status and project customer aren't
imported into Microsoft Project.
PPM Cloud and Product Lifecycle Management
Requirements
Proposals and Concepts
and Items,
Portfolios Docs, and
BOMs
Ideas Change
Management
Innovation Management Product Development
Project Management
Product Lifecycle Management is a strategic, systematic approach to managing the entire lifecycle of
a product: from selecting and translating the best ideas, requirements and concepts into
development portfolios, and projects, through to the product development and release process, and
the supply chain and sales commercialization processes. Driving such projects from start to finish
requires effective project management.
Managing Your Product Development Lifecycle
• Capture, review, and rank ideas from all sources

Ideas • Select ideas for further analysis and investment
• Author and review proposals for feasibility

Proposals • Create a project to continuously manage the product
lifecycle
Requirements • Manage requirement specifications and concepts across phases

Concepts • Automatically drive task completion as work progresses
• Develop and commercialize the product

Products • Track items and product change orders to keep the project on
schedule
In Innovation Management, Ideas represent the broadest part of the funnel. Ideas get reviewed and
ranked, business use cases elaborated, and markets analyzed.
As an idea then gets approved for the next step, the feasibility analysis continues and the team
authors and reviews proposals. This is where the detailed work starts and the need for project
management is essential. A project is often created now and staffed. In some instances, if a
company has resources with rare specialized skills, then resource management comes into the
picture. A department head may act as a resource manager and use requests to determine how to
allocate the effort of some resources to projects. In other cases and for other resources, they can be
immediately confirmed on a project.
Then in Innovation Management, a project can have multiple steps and the project often does not
move ahead until a formal review takes place. Think of this as top-level tasks that represent discrete
phases, with a finish milestone that represents a gate requiring sign off. The project team that
includes product managers develops proposals, requirement specifications, and concepts in
Innovation Management. Each proposal, for example, may drive the task status for a series of tasks
that tracks its individual life cycle. Team members can use task management to collaborate on
documents associated with tasks. In addition, the project may still have other tasks that represent
work being done on each object and each team member can progress the tasks in Task
Management. At the end of each phase, a decision is made whether to proceed, redo, or terminate
the project. Additional proposals are authored, reviewed, and approved.
The process continues into product development and commercialization. Items and product change
orders can also drive task completion. Overall, the objective is that the project manages the life cycle
of a new product from innovation, through development, and to commercialization. The project
management underlies the entire process as a complex set of activities are taking place and the
project manager coordinates the efforts across many resources and multiple iterations of proposals,
concepts, requirement specifications, items, and product change orders.
The key is that as the project moves forward, the company must carefully analyze the results and
make a clear go/no-go decision as a bad investment or a delayed product can be incredibly costly.
This is where the worlds of project management and product lifecycle management intersect to
ensure that the right choices get made and schedules are met.
Managing Product Development Projects
• Use work items to drive project tasks to completion

• Access work items from the project
• Link product concepts, proposals, requirements specifications, items, and product
change orders to the project
Project Management and Product Innovation Integration

Project managers can now manage their product development projects using a single integrated
process. They can:
• Manage product development projects in Oracle Fusion Project Management.
• Track the progress of tasks based on the status of work items in Oracle Fusion Innovation
Management and Oracle Fusion Product Development.
• Define rules to specify the status that determines when a work item is complete.
• Review work item details by drilling down into Oracle Fusion Innovation Management and
Oracle Fusion Product Development.
When the work item reaches the task completion event status, Oracle Fusion Project Management
marks the task as complete.
Set Up Project Management for Innovation Management and
Product Development
Enable these functional areas:
• Product Requirements and Ideation Management
• Concept Design Management
• Product Development
To navigate to the implementation task:

2. Select the Product Management offering.
3. In the Administration section, select Change Configuration from the Actions menu.
4. Collapse the folders to see the tasks. Enable any of these functional areas to use the
integration:
- Product Requirements and Ideation Management
- Concept Design Management
- Product Development
If these functional areas are enabled, you can see the Work Items column in the Project
PPM Cloud and Sourcing Integration
Task
Planning & Management Progress
Scheduling Capture
Analysis
Project Creation and
Reporting
Negotiation Supplier
Planning Negotiations
Project Management
Integration with Sourcing and Procurement helps driving sustainable savings as a common goal of
Procurement organizations.
• To achieve this goal, you need better tools to manage an increasing number of complex
strategic sourcing initiatives.
• Since each initiative contains multiple stages from – spend analysis and supplier research to
supplier negotiation and award – many organizations manage these stages as a project.
In simple terms, much of procurement sourcing work is in the research for and the preparation of an
RFQ that is then submitted to suppliers with primary focus on the execution of projects.
The combination of the Sourcing and PPM Cloud, delivers the structure, tools, and information you
need to maximize the value of supplier negotiations.
Set Up Sourcing for Project Management
By default, the Project Tasks option is enabled in the Standard and Two Stage negotiation
styles.

1. From the Setup and Maintenance work area, and search for the Manage Negotiation Styles
task.
2. Open the Manage Negotiation Styles task link.
3. In the Manage Negotiation Styles page, click the Standard Negotiation link.
4. Scroll down to the Controls region to see the Project tasks option enabled.
5. Similarly, from the Manage Negotiation Styles page, see the option enabled in the Two Stage
Negotiation link.
If these functional areas are enabled, you can see the Work Items column in the Project
Managing Projects for Sales Opportunities
• Create pursuit and planning

projects from sales opportunities
• Capture project opportunity
information and view the
information from the project
You can integrate Project Management with a sales application to create standard template-based
projects from an opportunity management application. You can create projects to track the
requirements of an opportunity, or the cost of pursuing the opportunity. After these projects are
created, you can view the details of the opportunity such as win probability, customer, and deal
amount from within the project in Oracle Fusion Project Management.
You can also report project information in context of the opportunity by building reports in Oracle
Fusion Transactional Business Intelligence which uses both project and opportunity information.
• Create standard template-based pursuit and planning projects linked to an opportunity.
Note: Project creation can be initiated by sales representatives or the application creates it
automatically.
• Capture opportunity details and view opportunity details from the Project Management work
area.
Project Management and Opportunity Management Integration
Create Project Approve

in Draft Status Project Project
Delivery Planning
Team Manager
Create Plan and Identify

Track Estimate Assign Execute
Pursuit Schedule Best-fit
Opportunity Costs Resources Project
Project Project Resources
Project Opportunity Integration Win Sales

Opportunity
Project
Sales Reps Executives
Team Members
Example of an integration that you can configure

Project
Sales
Execution
Today’s connected world demands a high degree of collaboration between sales organizations and
project delivery organizations to gain visibility into opportunities in the sales pipeline, plan effectively
for forthcoming engagements, accurately track the cost of pursuing opportunities, and win sales
opportunities.
The integration simplifies project creation for sales representatives by automating it when the
probability of winning an opportunity reaches a predefined threshold such as 60%. Sales
representatives using the Opportunity Management application must minimally provide the project
name and a brief description of the project. They can optionally use templates to quickly build out a
preliminary project and resource plan with labor resources, cost and bill rates, quantities, nonlabor
expense resources, and a high-level project structure.
As the deal matures, the sales and delivery organizations collaborate on project planning and
staffing needs and enhance the project and resource plan. For example, as the opportunity
progresses they can use Oracle Project Portfolio Management Cloud to check the availability of key
personnel when a deal is finalized, coordinate on pricing, build the detailed project structure, and
share it with key stakeholders such as project managers and executives.
For more information, see the white paper for Integrating Project Management with Sales Cloud in
My Oracle Support.
Summary

• Use the project plan to manage the project lifecycle
• Manage work for team members
• Define the project management implementation options
• Create and manage project codes and task codes, issue types, and deliverable types
• Create and manage change orders
• Manage Oracle Social Network objects for Project Execution Management applications
• Manage the enterprise project structure (EPS)
• Explain coexistence with E-Business Suite
• Explain the integrations with Project Execution
4
Manage Requirements for Agile
Software Development

Objectives

• Manage your project requirements and backlog items in the Project Requirements work
area
• Manage project requirements configuration
Define Project Requirement Configuration

Create or update sprints during which an Agile development team
Manage Sprints creates or enhances a feature or set of features that can potentially be
released to consumers.
Create product families which with products that share specific

Manage Products Families
characteristics and address common or complimentary requirements.
Create products that represent a group of related features bundled

Manage Products
together to meet a particular requirement or set of requirements.
Create releases in which the features of a product, product family, or

Manage Releases other product group are made available for use outside of the
development organization.
Create or update milestones which determine that a feature or set of
Manage Milestones
features are ready for release.
Manage Project Requirement Create or update statuses that determine the level of requirement
Statuses readiness.
Execution.
Agile Software Development
Sprint Planning
Planning and and Scheduling
Product Execution Task
Backlog and Management
User Stories
Analysis and
Reporting
Requirements
Gather
Execute Sprints
Requirements
Project Management
Project managers can use Requirements Management to manage software development projects.
You can track requirements, backlog items, sprints, user stories, and acceptance criteria. You can
optionally create project plans, manage project tasks for each backlog item, assign resources to
tasks and enable scrum team members to track their own progress, and monitor the overall
utilization you your resources.
Managing Agile Product Development
• Software Requirements Management

• Backlog or Work Management: Sprints,
Scrum Master, User Stories
• Optionally manage project tasks and
project plans
• Agile Analytics
During Agile product development, you can manage your product requirements, backlog items,
development work by defining sprints, the scrum master, product owner, and user stories. You can
finally review the performance of your scrum team using Agile analytics showing the sprint burndown
and product backlog burnup.
Characteristics of Scrum
• Team progresses the product in a series of “Sprints”

• Rather than doing tasks one at a time (e.g. design, then code, then test), scrum teams
do a little of everything all the time
– Smaller chunks of functional increments in short, time-boxed cycles (Sprints)
– QA during the Sprint
• Team reviews and adjusts priorities after each Sprint
Sprint
Sprint Backlog Working increment

of potentially
Product backlog items forecast shippable product
Product for completion in the Sprint,
Backlog decomposed into tasks
Scrum Theory
Scrum is based on empiricism, which asserts that knowledge comes from experience and decisions
are made based on what is known
There are 3 major principles
• Transparency – the process must be visible to those interested in the outcome
• Inspection – scrum users must frequently inspect their artifacts and progress towards their
goal
• Adaptation – if the inspection leads to the need for adjustments, they must be made as
soon as possible
Opportunities for inspection and adaptation occur during various Scrum Events
Agile Project Management Team
The product owner, scrum master, and scrum team collaborate to iteratively deliver backlog
items to customers.
Product Owner
Scrum Master Scrum Team
The Agile project management team comprises the product owner, scrum master, and scrum team
members.
• Product Owner: Represents stakeholders, provides the voice of the customers, maintains
the product backlog, writes user stories, and defines acceptance criteria to determine
whether a backlog item is done
• Scrum Master: Facilitates scrum, removes impediments that the scrum team encounters,
enforces rules, and organizes meetings
• Scrum Team: A self-organizing team that implement and tests backlog items as cross-
functional team. Can have 3-10 team members.
Agile Project Lifecycle
During Agile product development:

• Investment in design, planning, and commitment increases as the backlog item moves
up in priority.
• Scope backlog items for the current sprint, and continue to re-evaluate the next most
important thing.
Scrum
Sprint Backlog
Product Backlog
Release Backlog
Increasing-- certainty, detail, and commitment
Agile project management enables teams to iteratively develop requirements across a series of
sprints. This approach is commonly used in the software development industry, but is not exclusive
to software.
Agile Concepts
For each backlog item: Example Backlog Item
• The product owner writes the user story. As a scrum master, I need the ability
• The scrum team estimates the story points and to record the number of story points
for each backlog item.
agrees on the acceptance criteria.
• The scrum team commits to a sprint during sprint Story Points
planning. 3
Sprint
July
Acceptance Criteria
• Enter story points for a backlog
item.
• Update story points for a backlog
item.
Requirements are broken down into backlog items to control the scope of development work. Each
backlog item requires the product owner to write a user story, and then estimate the story points and
agree on acceptance criteria with the scrum team.
Sprint
Basic unit of development in scrum software development that is restricted to a specific duration. A
sprint has a definite time period normally between a week and a month. The sprint velocity measures
the rate at which story points are achieved in sprints. Use sprint velocity to predict how many story
points you can achieve in future sprints.
User Story
Describes what the end-user can do using the feature or requirement in simple language. The user
story describes the type of user, the task that the user is performing, and the reason for the task.
Story Points
• Indicate the relative size of a user story based on its complexity. Use story points to measure
the effort required to implement a story in an Agile development process. Use story points to
estimate the effort required to implement a story in an Agile development process.
• You consider story points to be achieved when backlog items for your product are complete.
The scrum team assigns story points using a series that reflects the relative size of one
backlog item as compared to another. Relative sizing and increasing numbers are used to
indicate complexity of a backlog item. A commonly used number series in the Agile
development process is 0, 1/2, 1, 2, 3, 5, 8, 13, 20, 40, 100. You must assign a lower story
point number to a relatively simple backlog item when compared to a complex backlog item.
Acceptance Criteria
• Designate what the scrum team must demonstrate to the product owner during the sprint
demonstration to consider the backlog item as complete.
Release
Represents the features of a product or product family that are made available for use outside of the
development organization. Features in a release may be entirely new, updates, or enhancements on
existing functionality.
Milestone
Point in the release cycle where a feature or set of features are ready for release.
Requirement Status
Classify requirements on the level of their readiness.
Managing Project Requirements
Use the Project Requirements work area to:

• Create multilevel requirement hierarchies.
• Manage backlog items under a requirement.
• Create projects and tasks in context of backlog items.
• Search requirements and backlog items with advanced search features.
• Add the scrum master to backlog items.
• Track backlog item status from the Requirement Storyboard.
• View Agile analytics in the View Backlog Analytics page. You can also view the analytics
on the Project Manager Dashboard.
Use the Project Requirements work area to define and track multiple levels of project requirement
hierarchies. For example, you can define themes and then break each theme into epic stories or
features.
You can decompose requirements into a prioritized set of backlog items that have user stories,
acceptance criteria, story points, and project tasks.
If your project methodology is Agile, you have the option to directly create projects and tasks from
the Manage Backlog Items page.
On the Manage Backlog Items page you can:
• Search for backlog items.
• Create customized saved search views to capture frequently-performed searches.
• Identify the scrum master for each backlog item.
After the backlog items are defined, you can track their status from the graphical Requirement
Storyboard page.
In an Agile environment a project manager may act as a product owner or scrum master. Also, the
project manager may act in a traditional role and the individual team members may act as scrum
masters and product owners. Scrum masters and product owners collaborate on the management of
the product backlog in the Project Requirements work area because they manage the overall project.
Creating Requirement Hierarchies
• Create requirements to track the high-level business needs.

• Decompose requirements into detailed requirements or backlogs.
The Project Requirements work area allows you to create and manage requirement hierarchies and
backlog items. You can do the following:
• Create requirements from the Manage Requirement Hierarchy page to initiate requirement
planning.
• Capture the name, owner, release, product, status, and priority of the requirement.
• Move requirements to a new parent requirement.
• Search for the requirements by their attributes and also save a frequently performed search
into a customizable view. A search returns all requirements that meet the search results, as
well as all parent requirements to maintain the full context, even if the parent requirements do
not meet the search criteria.
• Create up to 10 levels of requirements, depending on your business needs. For example,
start a hierarchy with themes and then break each theme into epic stories or features.
Managing Backlog Status
Manage backlog status using the Requirement Storyboard page.
Review and update the status for backlog items using the Requirement Storyboard.
• View backlog item cards in swim lanes by status.
• Drag backlog item cards from one status to another.
• Select the status columns to display.
Managing Backlog Items
• Manage product, release, and sprint backlogs.

• Capture requirements, themes, and backlog details such as:
– User stories and acceptance criteria
– Story points for planning and velocity tracking
• Associate backlog items to projects and tasks.
Use the Manage Backlog Items page to:

• Manage products, releases, and sprint backlogs
• Create and manage requirements
• Define backlog items to address requirements
- Add user stories and acceptance criteria
- Associate backlog items to projects and tasks
- Add story points for estimating and tracking
Projects and Tasks
• Create new projects and tasks in the context of a backlog item.
• Assign planning dates and resources to tasks in requirements management.
Decomposing Requirements into Backlog Items
Decompose requirements into backlog items so that the scrum team can iteratively build out
the requirement over multiple sprints.
Parent Requirement
Child Requirement 1 Child Requirement 2
Backlog Items
1A 1B 2A 2B
Sprint 1 Sprint 2 Sprint 1 Sprint 2
After the requirements are created, product owners can create backlog items under them. To create
backlog items for a requirement:
• Select a requirement on the hierarchy and create backlog items for it. The newly created
backlog item inherits all attributes from the requirement.
• Alternatively, create backlog items on the Manage Backlog Items page or upload backlog
items from Microsoft Excel.
• For each backlog item, capture details such as the user story, acceptance criteria, scrum
master, product owner, and story points.
Creating Projects and Tasks for Backlog Items
Create projects and tasks to track the work to implement backlog items.
Project ABC
Task 1
Backlog Item 1A
Task 2
Task 3
Backlog Item
Backlog Item 1B
1B
Task 4
Use the Manage Backlog Items page to perform project planning for an Agile project. Using this
page you can:
• Associate a project with each backlog item. If a project does not exist, then create the project
directly from the context of a backlog item.
• Create project tasks to track the work for each backlog item from the context of the backlog
item. Assign dates and resources to the tasks.
• Track the status of the tasks as the scrum team works on a backlog item.
• Use Oracle Fusion Task Management to report task status from scrum team members
Viewing Backlog Analytics
Navigation
1. Open the Requirements work area.
2. From the Tasks pane, click the View Backlog Analytics link.
Product Backlog Burnup
Represents the progress of the achieved story points as backlog items were completed within
sprints. The achieved story points are shown in green, story points for incomplete backlog items are
represented in red and indicate the work required to complete all backlog items. The total story
points for the entire backlog is shown with the blue line. The dotted velocity trend line indicates when
the backlog will be fully completed based on the average number of story points achieved per sprint.
Sprint Velocity
Tracks the story points of achieved backlog items per sprint in Agile environments and calculates the
average of story points that can be achieved in a sprint. In the graph above, after five completed
sprints, it appears that an average of 7 story points can be achieved in one sprint. This is
represented by the blue line: Average Story Points Achieved.
• There are two critical factors for the usefulness of this graph. First, the sprints must be
relatively consistent in duration. Second, the story point determination must be consistently
applied across all backlog items and by the scrum team.
• Team size plays a role in deciding how much work to take on per sprint. If the scrum team
size has been consistent in achieving a sprint velocity of 16 story points with 4 developers,
and if you have one developer on vacation in the next sprint, then you should plan on
completing only 75% of your average, or about 12 story points for the sprint.
Setting Up Tasks for Requirements Management
Set up the following tasks to use Requirements Management:

• Manage Product Families
• Manage Products
• Manage Sprints
• Manage Releases
• Manage Milestones
• Manage Product Requirement Statuses
Managing Products and Product Families
Create product families and products. Assign each requirement and backlog item to a
product to create a product backlog.
Finance Family
General Ledger Payables Receivables
You can assign products to Requirements.

Product Family
• A set or line of products that share specific characteristics and address common or
complimentary requirements. For example, project management products can include task
and resource management.
• Query requirements by product family.
Product
• A group of related features or functions bundled together to meet a particular requirement or
set of requirements.
• Query requirements and backlog items by product.
• Prioritize and rank backlog items for a product to maintain the overall product backlog.
Managing Sprints, Releases, and Milestones
Define releases and sprints and then track these values for each backlog item.
Sprint 1.1
Sprint 1.2
Release 1
Sprint 1.3
You can manage sprints, releases, and milestones using the Project Requirements work area.
Sprint
• A period, usually one week to one month in length, during which an Agile development team
creates or enhances a feature or set of features that can potentially be released to
consumers.
• If scrum teams within an organization use different sprint cycles, then create sprints with
overlapping dates. For example, create monthly sprints for some scrum teams, and biweekly
sprints for other scrum teams.
• Assign a sprint to each backlog item.
• Report on sprints using the Project Manager Dashboard.
Release
• The features of a product, product family, or other product group that are made available for
use outside of the development organization. Features in a release may be entirely new, or
may be updates or enhancements to existing functionality.
• Query requirements and backlog items by release.
• Filter the product backlog burnup analytic on the Project Manager Dashboard by release.
Requirement Milestone
• A point in the release cycle where a feature or set of features is ready for release.
• Optionally use milestones to track the completion of requirements.
Managing Project Requirement Statuses
Review and update the status for backlog items using the Requirement Storyboard.
Project Requirement Status

Define additional requirements statuses to track the lifecycle of requirements and backlog items. For
example, on the Project Manager Dashboard, you can track the sprint velocity for completed backlog
items versus remaining backlog items.
• Four statuses are predefined: Draft, Ready, Complete, and Obsolete. Define additional
statuses or rename statuses as needed.
• Assign each requirement and backlog item a status to track its lifecycle.
• Query requirements and backlog items by sprint.
• Report on remaining and achieved backlog items on the Project Manager Dashboard.
Complete backlog items are considered to be achieved.
• Update the status of backlog items using the Requirement Storyboard.
Analyze Project Requirements Using Oracle Transactional Business
Intelligence
Enables the creation of real-time reports for:
• Project requirements
• Requirement backlog items
• Sprints
In the Reports and Analytics work area, open the Project Management -
Requirements Real Time subject area. You can also analyze and create an
analysis from the Requirements work area using the Reports and Analytics panel
tab.
In the Reports and Analytics work area, open the Project Management - Requirements Real Time
subject area. You can also analyze and create analysis from the Requirements work area using the
Reports and Analytics panel tab.
Use the subject area Project Management - Requirements Real Time in Oracle Transaction
Business Intelligence for reports on real-time data about project requirements. The subject area
contains all the information about Project Requirements, Requirement Backlog Items, and the Tasks,
Milestone, Sprint, and Project associated to the Backlog Items.
Create reports to answer business questions such as:
• Is all information complete for backlog items for sprint X?
• How are each team member doing in terms of backlog items for sprint X?
Diverse sample reports and dashboards are shipped with the product. You can build your own
custom reports quickly using those sample reports or you can create your own customized report
from scratch.
Summary

• Manage your project requirements and backlog items in the Project Requirements work
area
• Manage project requirements configuration
5
Define Project Resource
Management Configuration

Objectives

• Configure the Project Resource Management implementation options
• Manage the attributes for employees and contingent workers in Human Capital
Management
• Manage talent profile contents
• Manage project enterprise labor resources
• Transfer absences from Oracle Fusion Absence
Management
• Manage target utilization percentages
• Manage custom attributes for project resource requests
• Import project resource assignments, requests, resource actual hours,
and resource pools with a file-based data loader
Project Resource Management Overview
Collaborative Staffing
Manage
Demand
Employees Project Resource

Managers Managers
Manage Search & 1.3 Identify Assign
Supply Evaluate Best Fit Resource
Utilization and Availability,

Maintain
Capacity Planning
Assignments
and Forecasting
Contingent
Workers
Implement Project Resource Management to manage resource supply and demand, evaluate and
assign resources, maintain resource assignments, and manage resource utilization.
Manage Project Resources
After you implement Oracle Fusion Project Resource Management, individuals in your enterprise can
perform the tasks in the Manage Project Resource process. These tasks are:
• Manage Resource Demand
- Submit requests for resources to work on project assignments.
- Manage the requests.
- Cancel and withdraw project resource requests.
• Manage Resource Supply
- Establish a supply of project enterprise labor resources and manage the availability
and staffing of the resources.
- Manage resource pools.
• Evaluate and Assign Resources
- Receive open project resource requests, and find resources to assign to projects.
- Search for resources from resource pools to fulfill the requests.
- Evaluate resource suitability and availability for open project resource requests.
- Propose resources for assignments, and assign resources to projects.
• Maintain Resource Assignments
- Review assignments for resources and projects.
- Cancel project assignments, and change project assignment dates.
- Submit project assignment cancellations and date changes for approval.
• Manage Resource Utilization and Analytics
- Review summarized utilization for resource pools.
- Review detailed utilization information for resource pools and resource pool members.
- Compare target and projected utilization, and actual and projected utilization.
- Review unassigned resources and open project resource requests for selected
periods.
Define Project Resource Management Configuration: Setup Tasks
and Task Lists

Define Project Resource Configure Oracle Fusion Project Resource Management to manage the
Management Configuration availability and staffing of resources, fulfill project resource requests, and
monitor resource utilization.
Manage Project Resource Specify options used to control workflow notifications.

Management Implementation
Options
Define Attributes for Employees Define the attributes that are required to manage employees and
and Contingent Workers in contingent workers in Oracle Fusion Human Capital Management, such as
Human Capital Management legislative data groups, business units, legal addresses, legal entities, legal
entity HCM information, departments, and jobs.
Define Project Enterprise Labor Define project enterprise labor resources to use in Oracle Fusion Project
Resources Resource Management.
Define Project Resource Management Configuration: Setup Tasks
and Task Lists

Manage Target Utilization Configure the enterprise target utilization percentage and job-level
Percentages percentage overrides.
Manage Custom Attributes for Create and update custom attributes to capture additional details for project
Project Resource Requests resource requests using free text, date, or numeric data type.
Manage Project Resource Review and manage messages for Oracle Fusion Project Resource
Management Messages Management.
Manage Project Resource Review and manage attachment categories for Oracle Fusion Project
Management Attachment Resource Management.
Categories
Project Resource Management Implementation Options

Manage Project Resource Specify options used to control workflow notifications.
Management Implementation
Options
Project Resource Management Implementation Options
Enable workflow to facilitate communications between resource managers, project

managers, and resources.
• Notify staffing owners of newly submitted project resource requests.
• Notify requesters when resources are proposed to fulfill the assignment.
– Includes notification to project managers and resource managers when an
assignment is adjusted.
– If you don’t enable this option, requestors can still approve or reject resources on
project resource requests.
Workflow notifications are automatically enabled to notify a resource pool owner and project
managers when a resource is no longer eligible to fulfill project resource requests. No
implementation setup is required for this type of workflow.
Configurable Resource Management Approval Workflow Rules
When approval requirements for proposed resource assignments are beyond the project resource
requester approval, you can edit the approval flow and configure rules that determine your
approvers. Project application administrators can configure additional business routing rules for the
Proposed Resource Approval workflow so that resource assignments are routed to the appropriate
persons for approval.
Project application administrators can also configure approval workflow for assignment adjustments
and to notify participants of resource assignment schedule changes and cancellations.
Project Resource Management Implementation Options - Notify Resources
Use the Oracle BPM Worklist application - Task Configuration task flow to route proposed resource
approval notifications:
• Sequentially to a hierarchy of users with approval authorization, such as line managers and
the managers to whom they report.
• In parallel to users with different roles, such as resource pool owners and staffing owners.
• To a single or list of approvers for situations when no one else is identified through other
rules.
See the following topics in the Help Portal (fusionhelp.oracle.com) for additional information:
Define Extensions: Approval Management
Project Resource Management Workflow Notifications: Explained
Configurable Resource Management Approval Workflow Rules: Explained
Example Project Resource Request Workflow
Requester Application Staffing Owner
Receives email
Changes request status to
Submits project resource notification, evaluates
Open, sends email
request resources, finds suitable
notification to staffing owner
candidate
Changes request status
to Proposed for
Receives email Confirmed Assignment Proposes resources for
notification for the a confirmed candidate
proposed resource Sends a workflow and submits for approval
notification to the
requester
Changes request status
to Fulfilled by Confirmed
Assignment
Approves resource
Changes assignment
assignment from the
status to Confirmed
email
Sends notification to Receives the notification
staffing owner and for the confirmed
resource resource
The figure in this slide is an example of a project resource request flow that uses workflow
notifications.
In this example:
• A project manager submits a request for a new project resource.
• The staffing owner receives an email notification, searches for qualified, available
candidates, and finds a resource who is a good match for the project.
• The staffing owner proposes the resource for a confirmed assignment and submits the
request to the project manager to approve the proposed resource.
• The project manager receives an email notification requesting approval of the resource, and
approves the resource. This action fulfills the project resource request, confirms the resource
on a project assignment, and launches an email notification to inform the resource and
resource manager that the resource is approved.
Note: If the project manager rejects the resource, then the proposed resource’s name is removed
from the project resource request and the request status changes to Open. The staffing owner
receives a notification that the resource was rejected, and searches for another resource.
Define Attributes for Employees and Contingent Workers in Human
Capital Management

Define Attributes for Employees Define the attributes that are required to manage employees and
and Contingent Workers in contingent workers in Oracle Fusion Human Capital Management, such as
Human Capital Management legislative data groups, business units, legal addresses, legal entities, legal
entity HCM information, departments, and jobs.
Manage Legislative Data Create and manage the legislative data groups in which you separate
Groups payroll information within a legal entity.
Manage Business Unit Create and maintain information on units of an enterprise to allow for
flexible implementation, to provide a consistent entity for controlling and
reporting on transactions, and to be an anchor for the sharing of reference
data sets across applications.
Capital Management

Manage Legal Addresses Create the address the legal entity uses to register with a legal authority.
Legal entities can use different addresses for different authorities and
therefore, may have more than one registered address. The legal address
must be located within the territory entered.
Manage Legal Entity Create and maintain information for legal entities and legal reporting units
to achieve legal compliance for business activities handled by the Oracle
Fusion applications.
Manage Legal Entity HCM Manage legal reporting units, also known as tax reporting units, to group
Information employee records for tax and social reporting.
Capital Management

Manage Departments Create and manage the organizations to which workers can be assigned.
Manage Job Create and manage jobs.
Capital Management
You can create project enterprise labor resources in
Oracle Fusion Project Resource Management from
employees and contingent workers in HCM.
• Implement HCM features to create employees
and contingent workers in HCM, that you can
use as project enterprise labor resources.
Legislative Data Groups

Legislative data groups partition payroll data. At least one legislative data group is required for each
country where the enterprise operates.
Business Units
Business units contain information for units within an enterprise that permit flexible implementation.
They are consistent entities for controlling and reporting on transactions and for sharing reference
data sets across Oracle Fusion applications.
Legal Addresses
Legal entities can use different addresses for different authorities. Therefore, a legal entity can have
more than one registered address. The address must be located within the same territory.
Legal Entities
Manage legal entities for each registered company or other entity recognized by law for which you
want to perform business transactions with Oracle Fusion applications.
Legal Reporting Units
Use legal reporting units, also known as tax reporting units, to group workers for tax and social
insurance reporting. A tax reporting unit is the Oracle Fusion HCM equivalent of the legal reporting
unit in Oracle Fusion applications.
Departments
Departments are organizations to which you assign workers. They are organizations with one or
more operational objectives or responsibilities that exist independently of their managers. A
department belongs to a legal entity within the enterprise.
Inform the staffing owner when the requester approves or rejects the proposed resource for an
assignment.
Jobs
Create and manage jobs that you assign to workers. The basic components of a job are the effective
start date, a job set, a name, and a code.
Define Talent Profile Content

Manage Profile Rating Models Create and update models for rating the performance, potential, and
proficiency level of workers.
Manage Profile Content Types Create and update the different types of information to track in profiles.
Create and update the fields that appear for each content type when you
set up a content item of that type, and the attributes of those fields.
Manage Profile Content Items Create and update items for content types.
To navigate to the implementation tasks:

• Open the Setup and Maintenance work area.
• Search for Define Talent Profile Content.
• From the Search page, click the Define Talent Profile Content task list.
Define Talent Profile Content
Talent profile content attributes are part of the common applications configuration for HCM.
• Project Resource Management leverages HCM
talent profile information to build the talent profiles
for project resources.
• Talent profiles are used in the resource search and
match features.
• Talent profile information includes competencies,
proficiency levels, licenses and certifications, and
languages.
Resources maintain a profile of their qualifications, proficiencies, and resume. A profile represents a
resource's knowledge, skill, and expertise, and is used by Project Resource Management to
determine if the resource has the qualifications and proficiencies that are requested for a project
assignment.
Your implementation team defines talent profile information in Oracle Fusion HCM.
Examples of talent profile information include competencies and proficiency levels, licenses and
certifications, and languages.
Considerations
Although the HCM talent profile information is highly configurable:
• Oracle Fusion Project Resource Management supports only the content types described in
this lesson.
• Not all predefined HCM attributes are relevant for resource searches.
Manage Profile Rating Models
Create and update models to rate the performance, potential, and proficiency level of
workers.
• Examples of rating levels are:
– Foundation
– Intermediate
– Skilled
– Advanced
– Expert
Profile Rating Models

Use rating models to rate workers on their performance proficiency in the skills and qualifications
that are set up in their person profile.
By using the ratings, managers can compare a model profile to workers’ profiles and determine the
most suitable person for an open resource request.
Manage Profile Content Types
Manage the type of information that you want to track in profiles.

• Project Resource Management uses these HCM
content types:
– Licenses and Certifications
– Competencies
– Degrees
– Honors and Awards
– Memberships
– Languages
Profile Content Types

Content types are the skills, qualities, and qualifications that you track in talent profiles. Project
Resource Management uses several of the predefined HCM content types.
The attributes that you select for a content type determine which fields appear for the content items
within a content type. Content items inherit the attributes of the related content type.
Qualifications
Qualifications are the content items that Oracle Fusion Project Resource Management uses such as
competencies, degrees, and language skills that have specific values and proficiency ratings.
Manage Profile Content Items
Create and edit content items for the HCM content types that Project Resource
Management uses.
• Build the skill sets and experience profiles for labor resources.
Fusion Analytics - Projects
Fusion PPM - Control

Competencies
Fusion PPM - Costing
Fusion PPM - Contracts
Profile Content Items

Content items are the individual skills, qualities, and qualifications within content types in the content
library. For example, you can create a Fusion Analytics – Projects content item within the
Competencies content type. Use the Manage Content Items task to create content items that meet
your resource management business needs.
Oracle Fusion Project Resource Management uses a resource’s knowledge, skill, and expertise that
are defined in content types to determine if the resource has the requested qualifications and
proficiencies.
Define Project Enterprise Labor Resources

Define Project Enterprise Labor Define project enterprise labor resources to use in Oracle Fusion
Resources Project Resource Management.
Manage Employees and Contingent Manage internal employees and contingent workers in Oracle
Workers for Project Resource Fusion Global Human Resources.
Management
Manage Project Enterprise Labor Create and update conditions for maintaining project enterprise
Resource Maintenance Conditions labor resources and submitting the maintenance process.
Define Project Enterprise Labor Resources

Submit Process to Maintain Project Submit the process to maintain project enterprise labor resources
Enterprise Labor Resources based on conditions that specify the HCM person selection
criteria and attribute values to assign to each resource.
Manage Resource Pools Create and update resource pools, pool owners, and pool
hierarchies.
Submit Process to Maintain Project Submit the process to maintain the index of project resource
Resource Search Index qualifications, qualification proficiencies, and filters.
Project Enterprise Labor Resources
Use managed project enterprise

labor resources to fulfill project
resource requests. Select
• Create managed project
from employees and
contingent workers in HCM
• Assign managed project
to resource pools.
Select
• Only managed project
can fulfill project resource
requests.

A project enterprise labor resource is a resource that you can assign to multiple projects.
Create a managed project enterprise labor resource from an HCM employee or contingent worker.
Managed project enterprise labor resources are available to fulfill project resource requests in Oracle
Fusion Project Resource Management. Resources are available for project assignments during the
date range specified in the From Date and To Date fields.
Resource Pools
You assign a managed project enterprise labor resource to a resource pool and specify the first date
on which the resource will be a member of the pool. Resource pools are groups of resources that are
organized in a hierarchy for the purposes of staffing and managing resources, and for reporting on
utilization.
For example, resource pools can group resources in a hierarchy by geographic locations, cost
centers, skill sets, or primary project roles.
The default value for the resource pool is the Resources with No Pool Membership. You can select
another resource pool at the time that you create the resource or at a later time.
Rates
Enter a cost rate and bill rate for the resource to define the cost, invoice, and revenue recognition
rates for the resource on a project.
Managing Availability and Staffing for Resources Maintained Outside
of HCM
Managed project enterprise labor resources who aren’t associated with HCM persons
can also fulfill project resource requests.
• Create managed project
who aren’t employees or
contingent workers in HCM.
• Search resumes to compare
with keywords entered on
the request.
Select

Resource managers have the ability to search for and assign managed project enterprise labor
resources that are maintained outside of Oracle Fusion Human Capital Management. The
application maintains resource available capacity for all resources (HCM and non HCM) and
contingent workers. In addition, resources, project managers, and administrators can upload resume
attachments to a resource's profile. The application compares the resume text to the keywords
entered on a resource request when searching for qualified resources.
Project enterprise labor resources that you create outside of HCM don’t have a talent profile.
Manage Employees and Contingent Workers for Project Resource
Management
Project Enterprise Labor

Create Employee Update Talent Profile
Resource
• Create in HCM • Add competencies • Create a single resource
• Select a job • Add proficiency for each manually
competency • Create multiple
• Select a location
resources automatically
Manage employees and contingent workers in the Manage Users work area of Oracle Fusion Global
Human Resources (HCM). You can create employee users, update their talent profiles, then enable
them as managed project enterprise labor resources to use in Oracle Fusion Project Resource
Management.
Note: Depending on the role that you have, you can also hire an employee or contingent worker in
the New Person work area instead of creating a user in the Manage Users work area.
Create an Employee
• Enter the minimum information for an employee or contingent worker.
- Work email
- Employee or Contingent Worker person type. Oracle Fusion Project Resource
Management doesn’t recognize the other HCM person types.
- Primary HCM assignment
• Select a job. The job determines the target utilization percentage for the resource.
• Select a location. The resource manager can filter resources by location when searching for
resources to fulfill a project resource request.
Update the Talent Profile
Managers can access the talent profiles of their employees from the Manage Talent Profile page of
the Person Management work area.
Add competencies to the resource. The competencies that you enter here are visible to resource
managers who are searching for resources with specific skill sets when they are trying to fulfill
Create Project Enterprise Labor Resources
You can create managed project enterprise labor resources either manually or automatically.
• Manual Method
- If you only need to create one resource, you can manually create a single resource in
the Create Project Enterprise Resource window.
- For the resource to be available for staffing in Oracle Fusion Project Resource
Management, you must enable the option to manage resource availability and
staffing.
• Automatic Method
- Automatically create multiple project enterprise labor resources based on a set of
resource creation conditions and by submitting the job to maintain labor resources.
Manage Project Enterprise Labor Resource Maintenance Conditions
Person Type:
Process Order: 1
Employee
Condition:
Oracle DBA
Select People
Primary Project Role:
Based on Job:
Oracle DBA
Yes
Example Attributes of a Project Enterprise Labor Resource Maintenance Condition
Define a set of criteria that specify the employees and continent workers in HCM that you
automatically create as project enterprise labor resources in Oracle Fusion Project Resource
Management. The attributes that you select, such as the resource calendar and the option to
manage resource availability and staffing, are automatically assigned to each resource.
Assign a process order to each condition to determine the order in which the Maintain Project
Enterprise Labor Resources process creates resources. When you run the process to create
resources, the conditions are processed in ascending order of the process order value. Multiple
conditions with the same process order value are processed in ascending alphabetical order of the
condition name.
HCM Person Selection Criteria
• Person Type
- Select the HCM person type to use as criteria when selecting HCM persons to create
as resources. You can select either employees, contingent workers, or both types.
• Select People Based on Job
- Select this option to create resources for HCM employees and contingent workers
with specific jobs. If you don’t select this option, then the process creates resources
for all eligible employees and contingent workers based only on the person type.
• Jobs
- If you selected the option to select people based on job, then select the jobs to
include in the process.
Values to Assign to Resources
• Manage Resource Availability and Staffing
- Select this option to create managed project enterprise resources.
- Resource managers will be able to manage the availability and project staffing of
resources that you create with this option. These resources can fulfill project resource
requests.
• Calendar
- Select the resource calendar for resources that you create with the condition.
- The resource calendar defines the work schedule for project enterprise labor
resources, and includes working days and hours, exceptions, and holidays.
• Primary Project Role
- Select the primary project role to assign resources that you create with the condition.
For example, you can create a condition to create project enterprise labor resources
who are Oracle DBAs.
• Rates
- Enter the cost rate, bill rate, and currencies for the resources that you create with the
condition.
Submit Process to Maintain Project Enterprise Labor Resources
Run the Maintain Project Enterprise Labor Resources process to:

• Create and update resources.
• Remove resource availability for staffing.
• Maintain the resource search index.
Automatically Create and Maintain Project Enterprise Labor Resources

Submit the Maintain Project Resource Enterprise Labor Resources process after you configure the
project enterprise labor resource maintenance conditions. You can run the job from three locations:
• The Manage Project Enterprise Labor Resource Maintenance Conditions page in the Setup
and Maintenance work area.
• The Submit Process to Maintain Project Enterprise Labor Resources task in the Setup and
Maintenance work area.
• The Scheduled Processes page.
Process Options
Select one or both of the following options when you submit the Manage Project Enterprise Labor
Resource process:
• Create and update resources
- Create and update project enterprise labor resources for HCM employees and
contingent workers who aren’t already linked to a project enterprise labor resource.
• Remove resource availability
- If you select this option, then you disable the option to manage resource availability
and staffing for all managed project enterprise labor resources who don’t have an
active assignment in HCM. The resources won’t be eligible to fulfill project resource
requests.
- The process ignores resources who aren’t employees or contingent workers when
determining if a resource has an active primary assignment in HCM.
- Resource pool owners receive a notification when resources in their pools are no
longer eligible to fulfill project resource requests.
Manage Resource Pools
Resource pool hierarchies reflect how the organization manages and reports on resources.
All Resources
Resources
Consulting Consulting
with No Pool
EMEA USA
Membership
France US East
UK US North
Example of a resource pool hierarchy that is

configured by geographic location. US North
Resource Pools
Build resource pools to organize managed project enterprise labor resources in hierarchical
relationships. You group resources logically for the purposes of staffing and managing resources,
and reporting on utilization. Common approaches for grouping resources are to create resource
pools based on geographic locations, skill sets, cost centers, or primary project roles.
Predefined Resource Pools
The following resource pools are predefined:
• All Resources
- This resource pool is always at the top level of the resource pool hierarchy.
• Resources with No Pool Memberships
- This is the default pool for new resources. Resources with No Pool Membership is
directly beneath the All Resources resource pool.
• Inactive Resource Pool Memberships
- This pool contains resources for the time periods when resources aren’t eligible to
fulfill project resource requests. For example, resources who are vacation or a leave
of absence can be members of this pool.
You can’t move or delete the predefined resource pools.
Pool Owner
You can assign any project enterprise labor resource as a resource pool owner. Typically resource
managers own the resource pools. When a resource manager searches for resources to fulfill a
request, by default the application searches for resources who are members of resource pools that
the resource manager owns. The search also includes any resource pools that are children of the
resource pools that the resource manager owns.
Moving Resources and Resource Pools
You can move resources to different resource pools individually or as a group. Use one of these two
methods to move resources to another resource pool:
• Select the source pool on the resource pool hierarchy and then drag pool members to the
target pool.
• Move resources by selecting pool members and clicking the Move Resources button to open
a window to select the target resource pool.
If you want to reorganize the resource pool structure, you can move a resource pool to another
location within the hierarchy.
• Select a resource pool and click the Move Resource Pool button to open a window where
you select the target parent resource pool.
• Alternatively, you can drag a resource pool to another location within the hierarchy.
Manage Resource Pools
Activate resource pool memberships on specific dates by specifying the date range that
resources will be a part of the pool. A resource can belong to multiple pools for non-
overlapping date ranges.
Resource Pool Membership Dates

The pool membership From Date and To Date indicate the time period that is resource is a member
of the resource pool. Pool membership dates must be within the From Date and To Date on the
project enterprise resource definition. If a resource becomes ineligible for staffing, then the
application:
• Sets the To Date of the resource’s current pool membership as the day the resource
becomes ineligible for staffing.
• Creates a membership for the resource in the Inactive Resource Pool Memberships pool with
the From Date set as the day after the resource becomes ineligible for staffing.
Utilization reports for a resource pool takes into consideration the dates that the resource is part of
the pool.
When searching for and evaluating resources from specific pools for a request, only the resources
that are members of the pool as of the requested start date are considered.
If a resource belongs to multiple resource pools for dates that don’t overlap, you can review the
details of their resource pool memberships. Select a resource while on either the Manage Resource
Pool Members page or the Manage Project Enterprise Resources page, then select the Manage
Resource Pool Memberships action. You can modify the resource pool memberships as well.
Update Skills and Qualifications for Project Enterprise Labor
Resources
Employees can update their own qualifications from their portrait
within the Person Gallery page.
• An employee can update his
competencies, licenses and
certifications.
• The employee’s manager approves the
changes.
• Managers can also update profiles of
their employees.
My Portrait Work Area

As an employee, you can update your own skills and qualifications in the My Portrait tab of the
Person Gallery page. The Person Gallery page is not part of the Setup and Maintenance work area.
After you complete work on a project or after you complete training and obtain certificates, you may
want to update your competencies and other qualifications to reflect your updated skills. Your skill
sets are considered by resource managers when they are searching for candidates to fulfill open
To navigate to the Person Gallery page:
1. Open the Navigator.
2. From About Me section, click the My Portrait link.
Submit Process to Maintain Project Resource Search Index
Submit the Maintain Project Resource Request Search Index job set to update the
resources that appear on the Search and Evaluate Resources page available when a
resource manager searches for resources to fulfill project resource requests.
Maintain Project Resource Search Index

Submit the Maintain Project Resource Search Index job set to initiate a set of processes that
facilitate efficient and rapid searches for qualified resources to fulfill project resource requests. The
application uses the index to:
• Calculate resource qualification scores and filter counts while you search for resources.
• Display resource details.
If a project resource request contains qualifications or keywords, then these actions rely on indexed
resource data:
• Initiating a search for a project resource request.
• Modifying search criteria and conducting a new search.
• Modifying the resource pools that the search uses.
• Increasing the resource match thresholds for the Qualification or Available Capacity scores.
• Selecting new search filters, such as competencies or locations.
• Displaying resource details.
Submitting the Process
Use one of the following methods to submit the Maintain Project Resource Search Index process:
• Submit the job set from the Scheduled Processes page. You can optionally schedule the job
set to run on a regular basis to ensure that index data contains current information.
• Select the Submit Process to Maintain Project Resource Search Index task in the Setup and
Maintenance work area.
• Submit the Manage Project Enterprise Labor Resource Maintenance Conditions process.
The Maintain Project Resource Request Search Index job set automatically runs as part of
this process.
Manage Absences for Resources

Manage Worker Time Processing Profiles Create and update an association of rule sets, a time consumer
set, and time card periods to report, validate, approve, and
transfer time.

2. Search for the Manage Worker Time Processing Profiles task. This task is part of the
Workforce Deployment offering in the Setup and Maintenance work area.
3. Click the task.
Manage Absences for Resources
Integration between Oracle Fusion Absence Management and

Oracle Fusion Project Portfolio Management
• Administrator • Resource
assigns the Project enters
Execution Time Resource Project and absences on
Processing Profile Schedule Gantt Team time card
to user Chart Calendars
Absences
• Administrator runs
the Initiate Absence
Records Transfer to Resource
Oracle Fusion Available
Project Execution Capacity
job
Resources can enter and manage absences with Oracle Fusion Absence Management. You can
transfer the absences to Oracle Fusion Project Portfolio Management, and display the absences on
the resources’ schedules. Absences are also displayed in calendars for projects and team members.
Absences are considered when calculating a resource’s available capacity. For example, if a
resource entered his upcoming summer vacation, those hours are not considered in his available
capacity for scheduling.
To enable a user’s absence for transfer to Oracle Fusion Project Portfolio Management:
1. Open the Manage Worker Time Processing Profiles task in the Setup and Maintenance work
area. This task is part of the Workforce Deployment offering.
2. Click the Troubleshoot button.
3. Search for the user on the Troubleshoot Worker Time Processing Profile page.
4. Click the Assign Profile to Person button, and assign the Project Execution Management
Time Processing Profile to the user.
To move the absences into Project Execution Management, run the Initiate Absence Records
Transfer to Oracle Project Execution process. To ensure that latest data is in Project Execution
Management, schedule the process to run on a daily basis.
Verify that the Project Execution Management Time Processing Profile is listed as the first profile
priority.
Manage Target Utilization Percentages

Manage Target Utilization Percentages Configure the enterprise target utilization percentage and job-
level percentage overrides.
Manage Target Utilization Percentages
Configure an enterprise-level target utilization percentage and job-level percentage

overrides.
• The application compares the target utilization
Sub point
percentages with projected and actual
utilization for project resources in the Resource Manager Dashboard.
Sub point
Target Utilization Percentages

Planned utilization for resources is tracked against a target utilization percentage. Target utilization is
the percentage of hours that project enterprise labor resources are expected to work on project
assignments compared to their available hours.
Define a target utilization percentage for your enterprise and define target utilization percentage
overrides for jobs. If an override percentage doesn’t exist for a project enterprise labor resource’s
primary job, then the application uses the enterprise target utilization percentage for that resource.
Manage Custom Attributes for Project Resource Requests

Manage Custom Attributes for Create and update custom attributes to capture
Project Resource Requests additional details for project resource requests
using free text, date, or numeric data type.
Manage Custom Attributes for Project Resource Requests
Project application administrators can edit the attributes that appear on the Manage Project
Resource Requests page.
You can add custom text, date, or numeric fields to your instance of the Manage Project Resource
Requests page without modifying the product code.
To navigate to the customization user interface:
1. Open the Manage Project Resource Requests page.
2. From the Settings and Actions area, select Manage Customizations.
After you configure the attribute in an active sandbox, you use the page composer to add the custom
attribute to each page where you want it to appear. When you’re satisfied with the changes, you
publish the sandbox to make the additional attribute available to users.
Importing Project Resource Assignments with a File-Based Data
Loader
Universal
Content
Management Import Project
Resource
Assignments
Oracle Fusion Applications Process
Interface Tables
Load Interface File Application Tables

for Import Process
Project Resource Assignment

Import XLSM Template
Import Project Resource Assignments from External Applications

You can use a file-based data loader to bring project resource assignments from external
applications into Oracle Fusion Project Resource Management. Validate project resource
assignments and load them into the Project Resource Assignments Interface table
(PJR_RES_ASMT_INTERFACE). Then submit the Import Project Resource Assignments process to
bring project resource assignments into Oracle Fusion Project Resource Management.
The import process creates assignments that can be viewed and reported on by resource managers.
Prepare Data
Use the Project Resource Assignment Import macro-enabled Excel workbook template to prepare
data for loading and importing, and to ensure that your data conforms to the structure and format of
the target application database tables.
The workbook contains the following worksheets:
• Instructions and CSV Generation: Table-specific instructions, guidelines, and
recommendations for preparing the data file for upload.
• PJR_RES_ASMT_CREATE: Worksheet used to create assignments. Contains columns that
represent table fields for the assignment details such as resource, project, role, dates, rates,
hours per day, requester, and staffing owner.
• PJR_RES_ASMT_UPDATE: Worksheet used to update assignment dates, hours per day,
location, and rates.
After you prepare the data in the Project Resource Assignment Import Excel template, click the
Generate CSV File button in the template to create worksheets to load to the interface tables.
Optionally you can bypass the Excel template and manually create CSV files.
Load Data into the Interface Table and Database Table
Load data into the PJR_RES_ASMT_INTERFACE interface table and Oracle Fusion Project
Resource Management database tables by using one of the following methods:
• Run the Load Interface File and Import Project Resource Assignments job set to transfer the
data file from your specified location to the interface table and import resource assignment
data from the interface into the database tables.
• Run the Load Interface File for Import process followed by the Import Project Resource
Assignments process to separate the load and import steps.
Run the load and import processes from the Scheduled Processes Overview page.
Importing Resource Requests with a File-Based Data Loader
Universal
Content
Management
Import Project Resource

Oracle Fusion Applications Requests Process
Interface Tables
Load Interface File

Application Tables
for Import Process
Project Resource Request

Import Resource Requests from External Applications

You can use a file-based data loader to bring project resource requests from external applications
into Oracle Fusion Project Resource Management. Validate project resource requests and load them
into the Project Resource Requests Interface table (PJR_PROJECT_RES_REQ_INTERFACE).
Then submit the Import Project Resource Requests process to bring project resource requests into
Oracle Fusion Project Resource Management.
The import process:
• Validates and creates project enterprise labor or expense resources in Oracle Fusion Project
Management based on the data that you load into the interface table
• Creates user accounts for labor resources
• Assigns default project roles to labor resources
• Reports process exceptions for invalid resources in an output report
Prepare Data
Use the Project Resource Request Import macro-enabled Excel workbook template to prepare data
for loading and importing, and to ensure that your data conforms to the structure and format of the
target application database tables.
• PJR_RES_REQ_INTERFACE: Worksheet used to create project resource requests.
Contains columns that represent table fields for the resource such as name, requested start
and finish date, create request in open status, project ID, project name, and others.
• PJR_RES_REQ_DETAILS_INTERFACE: Worksheet used to create additional details for the
project requests such as the resource request import ID, qualification details, keywords, and
proficiency details.
After you prepare the data in the Project Resource Request Import Excel template, click the
Generate CSV File button in the template to create worksheets to load to the interface tables.
Optionally you can bypass the Excel template and manually create CSV files.
Load data into the PJR_PROJECT_RES_REQ_INTERFACE interface table and Oracle Fusion
Project Resource Management database tables by using one of the following methods:
• Run the Load Interface File and Import Project Resource Requests job set to transfer the
data file from your specified location to the interface table and import resource request data
from the open interface and create project resource requests.
• Run the Load Interface File for Import process followed by the Import Project Resource
Requests process to separate the load and import steps.
Importing Resource Actual Hours with a File-Based Data Loader
Universal
Content
Management
Import Resource
Oracle Fusion Applications Actual Hours Process
Interface Tables
Load Interface File

Application Tables
for Import Process
Resource Actual Hours

Import Resource Actual Hours from External Applications

You can use a file-based data loader to bring actual hours from external applications into Oracle
Fusion Project Resource Management. Validate actual hours and load them into the Resource
Actual Hours Interface table (PJR_ACTUAL_HOURS_INTERFACE). Then submit the Import
Resource Actual Hours process to bring actual hours into Oracle Fusion Project Resource
Management.
The import process imports resource actual hours data from the interface into the database tables.
Prepare Data
Use the Resource Actual Hours Import macro-enabled Excel workbook template to prepare data for
loading and importing, and to ensure that your data conforms to the structure and format of the target
application database tables.
• PJR_ACTUAL_HOURS_INTERFACE: Worksheet used to create Contains columns that
represent table fields for the actual hours such as:
- Work and utilization dates
- Details about the resource, project, and task
- Actual hours worked category
- Eligibility indicators for utilization and billing
- Indicator for adjustment entry
- Transaction references
- Comments
After you prepare the data in the Resource Actual Hours Import Excel template, click the Generate
CSV File button in the template to create worksheets to load to the interface tables. Optionally you
can bypass the Excel template and manually create CSV files.
Load data into the PJR_ACTUAL_HOURS_INTERFACE interface table and Oracle Fusion Project
Resource Management database tables by using one of the following methods:
• Run the Load Interface File and Import Resource Actual Hours job set to transfer the data file
from your specified location to the interface table and import resource assignment data from
the interface into the database tables.
• Run the Load Interface File for Import process followed by the Import Resource Actual Hours
process to separate the load and import steps.
Importing Resource Pools and Resource Pool Memberships with a
File-Based Data Loader
Universal
Content
Management
Import Resource Pools

Oracle Fusion Applications and Memberships Process
Interface Tables
Load Interface File

Application Tables
for Import Process
Resource Pools
Import Resource Pools and Memberships from External Applications

You can use a file-based data loader to establish your resource pool hierarchy and create pool
memberships from external applications in Oracle Fusion Project Resource Management. Validate
resource pools and load them into the Resource Pools (PJR_RESOURCE_POOLS_INT) and
Resource Pool Members (PJR_RESOURCE_POOL_MEMBERS_INT) interface tables. Then submit
the Import Resource Pools and Memberships process to bring resource pools and resource pool
members into Oracle Fusion Project Resource Management.
The import process imports resource pools and membership data from the interface tables into the
database tables.
Prepare Data
Use the Resource Pool Import Template macro-enabled Excel workbook template to prepare data
for loading and importing, and to ensure that your data conforms to the structure and format of the
target application database tables.
• Resource Pools: Worksheet used to create resource pools. Contains columns that
represent table fields for the resource pools such as:
- Resource pool name
- ID of the project enterprise labor resource who is the resource pool owner
- ID of the HCM person who is the resource pool owner
- Owner name and email
- Name of the parent resource pool
• Resource Pool Memberships: Worksheet used to create resource pool memberships.
Contains columns that represent table fields for the resource pool memberships such as:
- Name of the resource pool to which the resource will be added.
- ID of the resource.
- ID of the HCM person. The HCM person must be a project enterprise labor resource.
- Name and email of the project enterprise labor resource.
- Dates that the resource will be a member of the resource pool.
After you prepare the data in the Import Resource Pools Excel template, click the Generate CSV File
button in the template to create worksheets to load to the interface tables. Optionally you can bypass
the Excel template and manually create CSV files.
Load data into the PJR_RESOURCE_POOLS_INT and PJR_RESOURCE_POOL_MEMBERS_INT
interface tables and the Oracle Fusion Project Resource Management database tables by using one
of the following methods:
• Run the Load Interface File and Import Resource Pool Memberships job set to transfer the
data file from your specified location to the interface table and import resource assignment
data from the interface into the database tables.
• Run the Load Interface File for Import process followed by the Import Resource Pool
Memberships process to separate the load and import steps.
Summary

• Configure the Project Resource Management implementation options
• Manage the attributes for employees and contingent workers in Human Capital
Management
• Manage talent profile contents
• Manage project enterprise labor resources
• Transfer absences from Oracle Fusion Absence Management
• Manage target utilization percentages
• Manage custom attributes for project resource requests
• Import project resource assignments, requests, resource actual
hours, and resource pools with a file-based data loader
6
Lifecycle Practices

Project Execution Lifecycle Practices
Practices Practice Practice Practice Practices Practice Practices Practices

Create Project Manage Project Create Enable Project for Monitor Resource Assign Manage Work Update Project Plan
Calendar Resource Financial Utilization Resources Create Issues and Progress
Request Management Search, Evaluate, Directly Monitor Project
Assign Resources Performance
Manage Change
Plan and Identify Assign Track

Create Request Enable Execute
Schedule Best-fit Resources Project
Project Resources Financials Project
Project Resources Status
Project Project Team Project

Resource Manager
Manager Administrator Members Manager
Agenda
• Create a Project
• Manage the Project Calendar
• Create Project Resource Request
• Enable a Project for Financial Management
• Monitor Resource Utilization
• Search for, Evaluate, and Assign Resources
• Assign Resources Directly to a Project
• Manage Work
• Create a Project Issue
• Create a Project Change Order
• Update Project Plan and Progress
• Monitor Project Performance
Objectives
After completing this lesson, you should be able to test your implementation by completing
these simple lifecycle practices.

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Oracle Project Portfolio

Management Cloud: Project

Learn more from Oracle University at education.oracle.com

Tanya Poindexter Disclaimer

1 Project Execution Management Overview

2 Define Common Project Execution Options

4 Manage Requirements for Agile Software Development

6 Project Execution Management Lifecycle Practices

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

• Lesson 1: Project Execution Management Overview

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After completing this course, you should be able to:

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