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O E-B S R C D: Projects Releases 12.1 and 12.2
O E-B S R C D: Projects Releases 12.1 and 12.2
Projects
Releases 12.1 and 12.2 (inclusive of 12.0.2 – 12.2.6)
Copyright © 2011, 2016, Oracle and/or its affiliates. All rights reserved.
Table of Contents
1. Disclaimer 1
2. Introduction 2
2.1. Purpose of document 2
3. New and Changed Features in Projects 3
3.1. Oracle Advanced Project Planning and Control 3
3.1.1. Overview 3
3.1.2. V.4 3
3.1.2.1. Initial Release 3
3.1.3. V.6 3
3.1.3.1. Advanced Project Planning and Controls to Manage Inevitable Change 3
3.1.4. V.7 4
3.1.4.1. Enhanced Cash Flow Chart 4
3.2. Oracle Grants Accounting 5
3.2.1. Overview 5
3.2.2. Release 12.0.6 (RUP6) 5
3.2.2.1. Marking encumbrance items for burden recalculation 5
3.2.3. Release 12.1.1 5
3.2.3.1. Award budgeting enhancements 5
3.2.3.1.1. Budget period validations 5
3.2.3.1.2. Automatic summarization of project budgets 5
3.2.3.1.3. Budget Line Sorting Option 5
3.2.3.2. Award status inquiry enhancements 5
3.2.3.2.1. View by budget period 5
3.2.3.2.2. GL and PA date parameters on find expenditure items window 5
3.2.3.2.3. GL date parameters on find commitments window 5
3.2.4. Release 12.1.2 6
3.2.4.1. Federal Financial Report (FFR) 6
3.2.5. Release 12.2 6
3.2.5.1. Payables Integration Enhancement – Support for Self Assessed Tax 6
3.2.6. Release 12.2.4 6
3.2.6.1. Burden Rounding for Sponsored Projects 6
3.2.7. Release 12.2.5 6
3.2.7.1. Burden Rounding 6
3.2.7.2. Award Number Display for Grants Reporting 6
3.2.8. Release 12.2.6 7
3.2.8.1. Award Personnel API 7
3.2.8.2. Burden Recalculation Options 7
3.3. Oracle Project Billing 8
3.3.1. Overview 8
3.3.2. Release 12.1.1 8
3.3.2.1. Cascading Billing Schedule Overrides 8
3.3.2.2. Agreement Definition Enhancements 8
3.3.2.3. Prepayment Receipt Applications 8
3.3.2.4. Federal Budgetary Accounting for Project Revenue 9
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document ii
3.3.2.5. Date Effective Funds Consumption 9
3.3.2.6. MGT: Invoice Review Performance Improvements 9
3.3.2.7. MGT: Unbilled Receivables Aging 9
3.3.3. Release 12.2 9
3.3.3.1. Standard Invoicing for Adjusted Transactions 9
3.3.3.2. UBR/UER as Control Accounts 10
3.3.4. Release 12.2.4 10
3.3.4.1. Enhanced Projects Intercompany Processing 10
3.3.4.2. Invoice by Bill Group 10
3.3.4.3. Contract Based Project Billing 10
3.3.4.3.1. Cost Plus Fixed Fee Contracts 11
3.3.4.3.2. Fixed Price Progress Payment Contracts 11
3.3.4.4. Invoice Consolidation 12
3.3.4.5. HTML Based Project Agreements 12
3.3.5. Release 12.2.5 12
3.3.5.1. Revenue Hold 12
3.3.5.2. On Account Credits for Intercompany Invoicing 12
3.3.6. Release 12.2.6 12
Cancellation/Adjustment Option for Adjustments Included in Standard Invoicing 12
3.3.6.1. Consolidated Invoice Review 13
3.3.6.2. Consolidated Invoice Function Security 13
3.4. Oracle Project Contracts 14
3.4.1. Overview 14
3.4.2. Release 12.1.3+ 14
3.4.2.1. Copy Status when Creating a Contract from Template 14
3.4.2.2. User Attributes Validation 14
3.4.2.3. Provide Contract Access to Contingent Workers 14
3.4.2.4. Project Contracts Public APIs 14
3.4.3. Release 12.2.4 15
3.4.3.1. Federal Contract Billing 15
3.4.4. Release 12.2.5 15
3.4.4.1. Project Contracts Validation Framework 15
3.4.4.2. Schedule of Values 16
3.5. Oracle Project Costing 17
3.5.1. Overview 17
3.5.2. Release 12.1.1 17
3.5.2.1. Federal Budgetary Accounting for Project Expenditures 17
3.5.2.2. Contingency Worker Clearing Projects 17
3.5.2.3. Additional Project Information in Oracle Time and Labor 17
3.5.3. Release 12.1.3+ 17
3.5.3.1. Improved Usability and Audit of Funds Check 17
3.5.4. Release 12.2 17
3.5.4.1. Labor Costing Enhancements 17
3.5.4.1.1. Costing with HR Rates with Support for Multiple Rates per Employee 17
3.5.4.1.2. New OTL Timecard Layout to Support Rate by Criteria 18
3.5.4.1.3. Total Time Reporting for Exempt Employees 18
3.5.4.1.4. Labor Costing using Payroll Actuals 18
3.5.4.1.5. Labor Cost Accruals 19
3.5.4.1.6. Expenditure Batch Reversal Program 19
3.5.4.2. CMRO Integration Enhancements 20
3.5.4.3. Payables Integration Enhancement – Support for Self Assessed Tax 20
3.5.4.4. Enhanced Cost Collection by Cost Code 20
3.5.4.5. Period Close 20
3.5.5. Release 12.2.5 21
3.5.5.1. Uncosted Expenditure Batch Correction Options 21
3.5.6. Release 12.2.6 21
3.5.6.1. Distributed/Accounted Expenditures Reversal Option 21
3.5.6.1. Operating Unit Derivation for Oracle Time and Labor Time Card Entry 21
3.5.6.2. Undo Accounting for Accounted Transactions 21
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document iii
3.6. Oracle Mobile Project Manager for Oracle E-Business Suite 22
3.6.1. Overview 22
3.6.2. V.1.1.0 22
3.6.2.1. Mobile Application Foundation Updates 22
3.6.2.2. Accessibility Improvements 22
3.6.3. V.1.2.0 22
3.6.3.1. Android Support 22
3.6.3.2. Mobile Foundation Release 3.0 Updates 22
3.6.4. V.1.3.0 23
3.6.4.1. Mobile Foundation Release 4.0 Updates 23
3.6.4.2. Translation Support 23
3.6.5. V.1.4.0 23
3.6.5.1. Mobile Foundation Release 5.0 Updates 23
3.7. Oracle Project Foundation 24
3.7.1. Overview 24
3.7.2. Release 12.1.1 24
3.7.2.1. New Purge Process for Obsolete Project Data 24
3.7.2.2. iSetup 24
3.7.2.3. Improved Diagnostics 24
3.7.3. Release 12.1.2 24
3.7.3.1. Enhanced Project List Page 24
3.7.3.1.1. Main Project List Region 24
3.7.3.1.2. Worklist and Notification Regions 25
3.7.3.1.3. Report Views Region 25
3.7.3.1.4. Bookmarks Region 25
3.7.3.2. Streamlined Searches 25
3.7.3.3. New Hover Pop Up Windows 25
3.7.4. Release 12.1.3 25
3.7.4.1. Enhanced Project List Page 25
3.7.4.2. Enhanced Diagnostics 26
3.7.4.3. Delete/Correct PA Periods 26
3.7.4.4. Transaction Control Public API 26
3.8. Oracle Project Planning and Control 27
3.8.1. Overview 27
3.8.2. Release 12.1.1 27
3.8.2.1. New Audit Process for Project Performance Reporting Setup 27
3.8.2.2. New Parameters for Refresh Project Performance Data Process 27
3.8.2.3. Workplan Enhancements 27
3.8.2.3.1. Ability to Delete Published Workplan Versions 27
3.8.2.3.2. Usability Enhancements 27
3.8.2.3.3. New Public API for Creating, Maintaining, and Deleting Programs 28
3.8.2.4. Budgeting and Forecasting Enhancements 28
3.8.2.4.1. Enhanced Automatic Calculation and Derivation Logic 28
3.8.2.4.2. Enhanced Handling of Override Rates on Budget / Forecast Lines 29
3.8.2.4.3. Simplified Addition of Planning Elements and Resources 29
3.8.2.5. Self Service Expenditure Inquiry 29
3.8.2.6. Reporting Pack for Generation and Distribution of XML Publisher Reports 29
3.8.2.7. Budget Integration with Federal Budget Execution and/or 3rd Party Budget 30
3.8.2.8. Microsoft Project 2007 Certification 30
3.8.2.9. Project Performance Reporting: Additional Measures 30
3.8.2.10. Project Performance Reporting: Inter-Project Revenue / Billing Amounts 31
3.8.2.11. Supplier Cost Dashboard 31
3.8.2.12. Subcontractor Payment Controls 31
3.8.2.12.1. Support for Pay when Paid Scenarios 31
3.8.2.12.2. Payment Controls for Subcontract Deliverables 31
3.8.3. Release 12.1.2 32
3.8.3.1. Reporting Performance Improvements 32
3.8.3.2. MSP Integration Enhancements 32
3.8.3.2.1. Download Baseline Cost 32
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document iv
3.8.3.2.2. Download Period to Date/Year to Date Cost 32
3.8.3.3. Enhanced Change Management 33
3.8.3.3.1. Streamlined Control Item Definition 33
3.8.3.3.2. New Supplier Impact Region 33
3.8.3.3.3. Document Versioning 33
3.8.3.3.4. Potential Change Order Report for Customer Approval 33
3.8.3.3.5. Task Creation to Track Change Order Work and Costs 33
3.8.3.3.6. New Search Capabilities 34
3.8.3.4. Project Manager Dashboard for Maintenance of Procurement Deliverables 34
3.8.3.5. Improved Supplier Invoice Payment Controls 34
3.8.3.6. Deductions to Subcontractor Invoices 34
3.8.3.7. Project Security within Oracle Purchasing 34
3.8.3.8. Planning by Fiscal Calendars 35
3.8.3.9. Planning by Manual Entry 35
3.8.3.10. Spread Curve Updates via Task Assignment API 35
3.8.3.11. Default Option to Allow “Assignment Same As Task Duration” 35
3.8.4. Release 12.1.3 35
3.8.4.1. Reporting Performance Improvements 35
3.8.4.2. MSP Integration Enhancements 36
3.8.4.2.1. Support for Non-Shared Task Based Mapping structures 36
3.8.4.2.2. Support for Partially Shared structure 36
3.8.4.3. Enhanced Change Management 36
3.8.4.3.1. Enhanced Cost & Revenue Planning for Change Documents 36
3.8.4.4. Enhanced Retention Invoice Processing for Outstanding Project Deductions 36
3.8.5. Release 12.2 37
3.8.5.1. Planning with HR Rates 37
3.8.5.2. Updated Rates when Generating Forecast from the Workplan 37
3.8.5.3. Planning without Resource Classes 37
3.8.5.4. Planning by Cost Breakdown Structure 37
3.8.6. Release 12.2.4 38
3.8.6.1. Usability: Project Creation and Control Enhancements 38
3.8.6.1.1. Enhanced Options when Creating New Projects 38
3.8.6.1.2. Improved Budgeting and Forecasting Page Navigation 38
3.8.6.1.3. Workplan and Financial Plan Summary 38
3.8.6.2. Update Financial Attributes 38
3.8.6.3. Move Tasks across Top Tasks 38
3.8.7. Release 12.2.5 39
3.8.7.1. Planning by Cost Breakdown Structure for Intercompany and Interproject Billing 39
3.8.7.2. Project Performance Reporting 39
3.8.7.3. Plan, Execute, Monitor & Control Unit Rate Based Projects 39
3.8.7.4. Budgetary Controls for Financial Plans 39
3.8.8. Release 12.2.6 40
3.8.8.1. Enhanced Revenue Budgeting and Forecasting 40
3.8.8.2. Upgrade Project Reporting Data for Better Performance 40
3.8.8.3. Establish & Maintain effort coefficients between SOV & ARR 41
3.8.8.4. Year End Rollover Processing for Financial Plans 41
3.9. Oracle Project Procurement 42
3.9.1. Overview 42
3.9.2. Release 12.2.4 42
3.9.2.1. Enable Projects for Procurement Planning 42
3.9.2.2. Create and Manage Project Procurement Plans 42
3.9.2.3. Project Management Command Center View 42
3.9.2.4. Project Buyer Command Center View 42
3.9.2.5. Item Analysis 43
3.9.2.6. Supplier Analysis 43
3.9.3. Release 12.2.5 43
3.9.3.1. Manage Procurement of Complex Services 43
3.9.4. Release 12.2.6 44
3.9.4.1. Manage Project Procurement Changes 44
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document v
3.10. Oracle Project Resource Management 45
3.10.1. Overview 45
3.10.2. Release 12.0.3 (RUP3) 45
3.10.2.1. Viewing At-Completion Amounts 45
3.10.2.2. Choosing Displayed Currency 45
3.10.2.3. Reporting Plan Type Data in Context 45
3.10.3. Release 12.1.1 45
3.10.3.1. Resource Search by eMail Address 45
3.10.3.2. Resource Search by Person Type 46
3.10.3.3. Streamlined Navigation on Staffing Home 46
3.10.3.4. Cross Validation of Project and Assignment Dates 46
3.10.3.5. Defaulting of Work Patterns’ From and To Dates 47
3.10.3.6. Improved Exception Handling of Maintain Project Resources Process 47
3.10.3.7. New Public APIs for Resource Management 47
3.10.3.8. Organization Authority: Obsolete Forecast Authority 47
3.10.4. Release 12.1.2 47
3.10.4.1. Update of Start and End Dates for Multiple Requirements 47
3.10.4.2. Select Multiple Roll Ups in a Personalized View 48
3.10.4.3. Support for Schedule Shifts while Maintaining Work Patterns 48
3.10.4.4. Updateable Fields on Scheduled People Page 48
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document vi
1. Disclaimer
This Release Content Document (RCD) describes product features that are proposed for
the specified release of the Oracle E-Business Suite. This document describes new or
changed functionality only. Existing functionality from prior releases is not described. It
is intended solely to help you assess the business benefits of upgrading to the specified
release of the Oracle E-Business Suite.
This document in any form, software or printed matter, contains proprietary information
that is the exclusive property of Oracle. Your access to and use of this confidential
material is subject to the terms and conditions of your Oracle Software License and
Service Agreement, which has been executed and with which you agree to comply. This
document and information contained herein may not be disclosed, copied, reproduced or
distributed to anyone outside Oracle without prior written consent of Oracle. This
document is not part of your license agreement nor can it be incorporated into any
contractual agreement with Oracle or its subsidiaries or affiliates.
This document is for informational purposes only and is intended solely to assist you in
planning for the implementation and upgrade of the product features described. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described in this document remains at the sole discretion of Oracle.
Due to the nature of the product architecture, it may not be possible to safely include all
features described in this document without risking significant destabilization of the code.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Purpose of document 1
2. Introduction
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Purpose of document 2
3. New and Changed Features in Projects
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Advanced Project Planning and Control 3
Advanced Project Planning and Control provides a 360o view of the project and presents
key project performance indicators in an integrated command center. This enables Project
managers to compile data, measure results, and analyze critical variables to monitor
metrics and identify deviations or alerts and drill down to source transactions to address
core issues. Once core issues are identified, Project Managers can inform the team,
enabling them to collaborate, communicate and adjust the plan to take corrective action to
resolve issues and mitigate risk.
The Advanced Project Planning and Control tool generates key performance indicators
(KPIs) that reduce the time and effort to monitor and control the project by providing
earned value metrics, project performance indicators, and resource performance
indicators. These KPIs and associated project data is generated through a structured
process to
• Ensure commitments are delivered in accordance to plan,
• Maintain cash flow as planned
• Meet project objectives to deliver customer commitments with expected value.
3.1.4. V.7
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Advanced Project Planning and Control 4
3.2. Oracle Grants Accounting
3.2.1. Overview
Oracle Grants Accounting provides your organization with the ability to completely track
grants and funded projects from inception to final reporting. Oracle Grants Accounting
provides a fully integrated system that supports multi-funded projects and the required
compliance terms and conditions by award. Oracle Grants Accounting supports
validation of allowable costs as well as flexible budgetary controls to ensure fiscal
responsibility.
3.2.2. Release 12.0.6 (RUP6)
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Grants Accounting 5
3.2.4. Release 12.1.2
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Grants Accounting 6
• GMS: Costing and Funds Check on Straight Time Labor for a Range of Projects
• GMS: Distribute Supplier Cost Adjustments and Funds Check
• GMS: Distribute Supplier Cost Adjustments and Funds Check for a Range of
Projects
• GMS: Costing and Funds Check on Usage and Miscellaneous Costs
• GMS: Costing and Funds Check on Expense Report Adjustments
• EXC: Transaction Exception Details by PA Period
Note: Report sections applicable to Grants include Accounts Payable
Invoice Exceptions, Uncosted Transactions, and Costing Exceptions
• EXC: Transaction Exception Details by GL Period
Note: Report sections applicable to Grants include Accounts Payable
Invoice Exceptions, Uncosted Transactions, and Costing Exceptions
• AUD: Supplier Costs Interface Audit
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Grants Accounting 7
3.3. Oracle Project Billing
3.3.1. Overview
Oracle Project Billing helps improve cash flow and project profitability by streamlining
and managing your billing process. You can easily review and manage invoices, revenue,
and funding for all your projects.
This release focuses on key requirements of the U.S. Federal government, including
tracking and handling of reimbursable agreements, advance payments, and revenue
accounting. However, a majority of the features are available that are beneficial to all
industries.
3.3.2. Release 12.1.1
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Billing 8
A client extension is available to determine which customers are required to provide an
advance payment. Based on the outcome of the extension, the advance required flag will
be enabled or disabled. A new security function enables users to grant users the ability to
override the flag. The combination of the extension and security function enables users
to ensure that the advance required flag is set appropriately.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Billing 9
• All Transactions: Include all adjustment reversal transactions on standard
invoices.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Billing 10
information to support audit regulations that associate payments to contracts, contract
lines, subcontract lines, funding information and ACRNs (Accounting Code Reference
Numbers).
The integration between Oracle Projects and Oracle Project Contracts supports businesses
required to comply with these FAR regulations. Oracle Project Contracts enables the
storage of information related to Accounting Code Reference Numbers (ACRNs) and
payment instructions as well as enables users to perform fund allocations using ACRNs.
This information is then interfaced to Oracle Project Billing, to invoice the customer
based on these specifications and maintain the required audit trail.
Contract based project billing requirements can be met for the following contract types:
• Cost Plus Fixed Fee Contracts (including Award and/or Incentive Fee)
• Fixed Price Progress Payment Contracts
3.3.4.3.1. Cost Plus Fixed Fee Contracts
Cost reimbursement contracts, as defined in Oracle Project Contracts, can include
fixed fee, incentive fee and/or award fees and may be subject to withholding. Fixed
fees are billed as a percentage of cost and in some cases cost of money or some
expenses may be excluded or limited from the amount eligible for fee billing. These
detailed payment and invoicing terms as regulated by the FAR guidelines can be
entered and maintained in Oracle Project Contracts.
This contract information is utilized by Oracle Project Billing for invoicing
compliance purposes. All contracts can be billed with reference to the contract,
contract line / sub line from inception to date. Invoices can be grouped by contract
line / sub line as requested by the government agency including allocation by ACRN
for any payments received. The details of the contract, any modifications and billing
details for progress payments and cost based reimbursements or fees are also
maintained for DFAS/DCAA audit purposes (ACRN funded, billed, funds remaining
and fund expiration dates). And finally, invoice presentment using federal billing
forms SF1034 and SF 1035 is also supported.
3.3.4.3.2. Fixed Price Progress Payment Contracts
Fixed price contracts, as defined in Oracle Project Contracts, can include incentive
fees and progress payments. These contracts generally include a clause for the
contractor to bill progress payments based on costs using federal billing form
SF1443. These progress payments are closely administered through periodic reviews,
reviewing and approving progress payment requests, analyzing liquidations, and
taking other actions to protect the government's interests.
In addition to progress bills, contractors need to generate shipment billing with each
delivery. Progress payments are adjusted through a process of liquidation calculated
by the government agency.
This contract information is utilized by Oracle Project Billing for invoicing
compliance purposes. All contracts can be billed with reference to the contract,
contract line / sub line from inception to date. Invoices can be grouped by contract
line / sub line as requested by the government agency including allocation by ACRN
for any payments received. The details of the contract, any modifications and billing
details for progress payments and cost based reimbursements or fees are also
maintained for DFAS/DCAA audit purposes (ACRN funded, billed, funds remaining
and fund expiration dates).
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Billing 11
3.3.4.4. Invoice Consolidation
The ability to create consolidated invoices is a requirement for many complex global
organizations. Whether mandated by customer requirements or to comply with internal
billing needs, the ability to issue one single consolidated invoice across projects, contract
lines, or agreements can simplify your overall invoice process.
Users can define a consolidated bill group, along with the associated billing and
consolidation attributes, and associate the consolidated bill group to the projects
designated for consolidation. During the invoice generation process, the consolidated bill
group can be selected as an invoice processing option, delivering to your customer one
consolidated invoice instead of multiple individual invoices.
Invoice consolidation can be used as part of the Contract-Based Project Billing solution
as well as by stand alone Oracle Projects users.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Billing 12
3.3.6.1. Consolidated Invoice Review
The Consolidated Invoice Review page enables users to search for consolidated
invoices by criteria such as consolidated bill group, consolidated invoice number,
invoice details, customer details, project details or key member details. From the
Consolidated Invoice Review page, users can view, approve, release, cancel or credit
consolidated invoices. In addition, users can drill down into the draft invoice details
and/or AR invoice details from this page. With this enhancement, the Invoice Review
Screen is used to query and take action on draft invoices only and the Consolidated
Invoice Review page can be used to query and take action on consolidated invoices.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Billing 13
3.4. Oracle Project Contracts
3.4.1. Overview
Oracle Project Contracts supports the contract management needs of project driven
organizations, including commercial and government contractors, agencies, and
subcontractors. These organizations operate in a project centric environment
characterized by:
• Changing contract specifications.
• Volatile demand and long lead-times.
• High percentage of procure-to-contract components and services.
• Contractual requirements for billing.
• Incremental funding in multiple currencies.
• Compliance of government regulations.
Oracle Project Contracts addresses budgetary constraints, contract margins, flow down of
contract information to subcontractors, and prioritization of deliverables. The Contract
Organizer window provides a single entry point to access and define contract documents.
Through the Contract Organizer window, you can access different functional regions
including authoring, deliverable tracking, funding, hold management, contract revisions,
and other contract related activities.
3.4.2. Release 12.1.3+
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Contracts 14
THIS FEATURE IS FORWARD-PORTED TO 12.2.4.
3.4.3. Release 12.2.4
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Contracts 15
3.4.4.2. Schedule of Values
Oracle Projects supports Schedules of Values (SOV), which is a part of a contractual
agreement, used as the basis for delivery and payment (Billing through periodic
applications for payment), whereby the contractor requests payment against the delivery
or work completed during that period.
Oracle Project Contracts provides the capability to support Schedule of Values
correspondingly, providing related restrictions to ensure data quality. SOV can be
maintained within Oracle Project Contracts and then interfaced with Oracle Projects.
Some of the key features introduced here include:
• Display of SOV type of the project associated with the current contract.
• Enable Fee Retention Percent for SOV related contracts.
• Validations have been added for project association, tasks selection and line
quantity changes.
• Extended Validation Framework with the Seeded Quality Assurance Check List
and Processes specified for SOV related contracts, including the validation for
single customer association and inapplicable data.
• SOV information is interfaced to Projects after a contract is approved or a change
request is completed.
• A Project Contract or Contract Lines can only be terminated after due checks for
their availability for termination has been made with the related Project.
THIS FEATURE IS BACK-PORTED TO 12.1.4.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Contracts 16
3.5. Oracle Project Costing
3.5.1. Overview
Oracle Project Costing helps you improve the bottom line of your projects by integrating
and controlling all project costs. You can effectively manager project budgets, streamline
processing, automate resource sharing administration and capitalize assets more
efficiently.
3.5.2. Release 12.1.1
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Costing 17
contractors and subcontractors performing on federally funded or assisted contracts
in excess of $2,000 for the construction, alteration, or repair (including painting and
decorating) of public buildings or public works. The act stipulates that contractors
and subcontractors must pay their laborers and mechanics employed under the
contract no less than the locally prevailing wages and fringe benefits for
corresponding work on similar projects in the area.
3.5.4.1.2. New OTL Timecard Layout to Support Rate by Criteria
When HR Rate by Criteria matrices are used to store and maintain employee labor
rates, additional attributes must be captured on the timecard in order to retrieve the
appropriate rate to calculate project cost amounts. Therefore, a new OTL timecard
layout has been provided with new fields at the line level to capture job, location and
work type. New online views are also available for each new attribute to enable
users to customize the list of values displayed to employees during time entry.
3.5.4.1.3. Total Time Reporting for Exempt Employees
The US Federal Government (DCAA Contract Audit Manual, Section 9) requires
contractors to record all labor hours “worked” whether they are paid or not. This is
because labor rates and labor overhead costs can be affected by total hours worked as
opposed to total hours billed. While all hours worked must be recorded, contractors
cannot charge the government for more than was actually paid to the employee.
Therefore a new option called “Total Time Costing” has been added to Labor Costing
Rules to indicate that effective rates should be applied when costing labor
transactions. The effective rate is calculated using the following formula:
Employee Base Hours / Total Hours Worked * Employee Cost Rate
When an employee’s total hours worked exceeds the base hours specified on the
costing rule, cost amounts are calculated by multiplying recorded hours by the
calculated effective rate.
3.5.4.1.4. Labor Costing using Payroll Actuals
A new costing method of “Actual” has been added to labor costing rules. When this
method is selected, labor costs are not calculated by Project Costing but are
interfaced from Oracle Payroll or from a 3rd party payroll system. A new setup form
has been provided to define the payroll elements to be interfaced to Projects and the
distribution method to use when allocating each pay amount to recorded time card
entries or creating miscellaneous project labor transactions. Amounts can be
distributed based on hours or dollars and can be stored as raw cost or burden cost.
The tables below provide a distribution example:
Table 1 – Timecard for Employee A
Project Task Expend Type SLF* Date Hours
A 1 Regular Pay ST 07-Feb-05 8
A 1 1-1/2 Pay OT 07-Feb-05 3
B 1 Regular Pay ST 08-Feb-05 8
B 1 Regular Pay ST 09-Feb-05 8
B 2 Regular Pay ST 10-Feb-05 8
B 3 Regular Pay ST 11-Feb-05 8
Total 43
*Project System Linkage Function
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Costing 18
Table 2 – Payroll Cost for Employee A
Cost Distribution Method
Pay Element Expend Type Amount Type
Regular Salary Regular Pay 400 Raw ST Hours
Overtime Salary 1-1/2 Pay 50 Raw OT Hours
Project A Bonus Bonus 100 Raw None
401K 401K 22 Burden Total Raw Amount
Total 572
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Costing 19
3.5.4.2. CMRO Integration Enhancements
Oracle Projects integration with Complex Maintenance, Repair and Overhaul (CMRO)
have been enhanced to support non-routine, unplanned repairs. Prior to this release, a
project is created for each maintenance visit and a project task is created for each CMRO
task. This integration works well to collect costs for schedule work. However, if the
technician decides to do preventive maintenance or discovers other repairs that should be
made to prevent future downtime, the cost related to these unplanned, non-routine tasks
could not be easily tracked in Oracle Projects. In this release, users can create additional
project tasks to track the additional work.
Also in this release, users also have the ability to associate a new CMRO visit with an
existing project. Top tasks are used in Oracle Projects to track the cost associated with
each maintenance visit. This enables users to track all maintenance visits under a single
project. Refer to the Service Management Release Content Document for more details.
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3.5.5. Release 12.2.5
3.5.6.1. Operating Unit Derivation for Oracle Time and Labor Time Card Entry
Timecard entry requirements can vary for individual time entry or batch time entry which
is performed on behalf of a group of employees by a timekeeper. The Timecard
Operating Unit Source profile option enables users to derive the operating unit for a
timecard based on the employee’s HR assignments or the MO: Operating Unit
responsibility value depending on the business requirements and processes for time card
entry.
THIS FEATURE HAS BEEN BACK-PORTED TO 12.1.3
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Costing 21
3.6. Oracle Mobile Project Manager for Oracle E-Business Suite
3.6.1. Overview
With Oracle Mobile Project Manager for Oracle E-Business Suite, project managers and
staff can monitor project status and take action on the go.
• View and search my projects list
• Monitor overall project status in dashboard view
• Contact team members and customer contacts
• View open payments summary with drilldown to supplier invoices
• View open receivables summary with drilldown to customer invoices
• View open issues and change orders
• Monitor alerts for budget exceptions and past due transactions
• Collaborate in transaction context using device features like email, phone, and
text
Oracle Mobile Project Manager for Oracle E-Business Suite is compatible with Oracle E-
Business Suite 12.1.3 and 12.2.3 and above. To use this app, you must be a user of Oracle
Project Costing, with mobile services configured on the server side by your administrator.
Users of Oracle Project Billing and Oracle Project Planning and Control get additional
capability for customer billing, issues, and change orders.
3.6.2. V.1.1.0
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Mobile Project Manager for Oracle E-Business Suite 22
3.6.4. V.1.3.0
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Mobile Project Manager for Oracle E-Business Suite 23
3.7. Oracle Project Foundation
3.7.1. Overview
Oracle Project Foundation provides the common foundation (functionality) shared across
the products in the Oracle Enterprise Project Management Solution. The purpose of
Oracle Project Foundation is to package all the common elements of Oracle Projects into
a single place.
Oracle Project Foundation accompanies all of the Oracle Projects applications providing
you with a rich set of features, including:
• Period Definition
• Calendar Definition
• Organization Definition
• Resource Definition and Reporting
• Project and Organization Security
• Project and Task Definition
• Organization Forecasting
• Utilization
• Archive and Purge
Oracle Project Foundation also facilitates the integration of Oracle Projects suite with
other Oracle Applications including Oracle HRMS, Oracle Financials, Oracle CRM, and
Oracle Supply Chain applications.
3.7.2. Release 12.1.1
3.7.2.2. iSetup
This is the introduction of an API to enable migration of setup entities across instances
are available for all Oracle Project modules. iSetup also handles standard and
comparison reporting of master entities in addition to data migration.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Foundation 24
• To improve efficiencies and usability, the Action button available in the
Project Home Page is also available in the project list. Users are no longer
required to drill down before they can execute an action against a selected
project.
• To provide easier access to commonly used reporting values, Quarter to Date
and Year to Date values are available as attributes displayed in the list.
3.7.3.1.2. Worklist and Notification Regions
A new Worklist and Notification region is available on the Project List page. The
new region displays worklist items and notifications assigned to the user across all
projects for which the user has an active role. Productivity is increased as users are
no longer required to drill down into individual projects to retrieve notifications and
review items that need attention.
3.7.3.1.3. Report Views Region
A new Report Views region enables users to quickly access commonly used reports
and queries. Users first create and save the reports using the Alternative Search page.
All saved reports are then available for reuse and can be retrieved directly from the
project list page. This feature not only provides quicker access to data but also saves
time by enabling users to save queries rather than redefining them each time they
need to view the results.
3.7.3.1.4. Bookmarks Region
A new Bookmark region enables users to streamline retrieval of project-related items
they commonly need to access. Once users select an item to bookmark, the item
appears in the bookmark list until the user removes it. The list of bookmarks is
specific to each user based on the items they choose to bookmark. The bookmark
region is not available on all pages.
3.7.3.2. Streamlined Searches
The following enhancements were designed to streamline project searches:
• Simple and Advanced Search results are displayed in the main region of the project
list page. This enables users to view the results of their queries and still have access
to other information and links provided on the page.
• New criteria values such as ‘Contains’ and ‘Greater Than’, ‘Less Than’ along with
new filter attributes enhance the user’s ability to create personalized views.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Foundation 25
criteria and format that went into the creation of a report. The benefits of
these enhancements enable users to have better visibility into their reports
and be able to manage the volume of reports over time.
• In ‘Alternate Search page’, the user can select and save the combination of
‘search criteria’ and ‘report format’ as a report and then run the report from
Project List page.
• Easily navigate between project list, simple search, advanced search and
alternate search.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Foundation 26
3.8. Oracle Project Planning and Control
3.8.1. Overview
In release 12.2.5, the product name, Oracle Project Management is changed to Oracle
Project Planning and Control which better reflects the ability to provide project managers
the visibility and control they need to deliver their projects successfully, improve
profitability, and operate more efficiently. The application consolidates project
information into one repository: work plans, progress, issues, changes, documents,
costing information, budgets, actuals and forecasts, performance, and status reports. The
solution empowers project managers to plan the work, assign resources, forecast to
completion, and communicate to stakeholders, while streamlining the collaborative
execution of project work.
Oracle Project Planning and Control is an integrated part of Oracle Projects, a
comprehensive set of solutions that can help you predictably and successfully deliver
global projects by integrating, managing and providing insight into enterprise project
information.
3.8.2. Release 12.1.1
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Planning and Control 27
• With this release, you can view, maintain, and update a workplan structure
from the Update Tasks page. The Update Work Breakdown Structure page is
obsolete.
• During setup and maintenance of workplan tasks, Oracle Projects enables
users to indent or outdent multiple workplan tasks in a single step.
• In the absence of a latest published workplan version, Oracle Projects displays
the current working version on the Update Tasks page when you navigate to
the Workplan Tasks subtab.
• Oracle Projects displays additional confirmation, information, and warning
messages on user interface pages during system processing for the Apply
Latest Progress action as well as the Submit (progress) action. These
messages provide you with status information during processing and advise
you about the availability of the latest progress information.
3.8.2.3.3. New Public API for Creating, Maintaining, and Deleting Programs
With this release, Oracle Projects is introducing a new set of public API procedures
that perform the following tasks:
• Designate a project as a program and indicate whether projects linked to the
program can belong to multiple programs.
• Create links from a program to one or more projects
• Update links from a program to one or more projects
• Delete links from a program to one or more projects
THIS FEATURE WAS ORIGINALLY RELEASED IN 11.5.10 FP.M RUP3
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derive the revenue amount, then Oracle Projects uses the override markup
percent in subsequent revenue calculations.
3.8.2.4.2. Enhanced Handling of Override Rates on Budget / Forecast Lines
With this release, you can directly enter override rates for a planning transaction on
Edit Budget and Edit Forecast pages. In addition, the average rates fields on these
pages are disabled for entry and are used for display only.
A planning transaction is a budget or forecast line that is identified by a combination
of project and task, planning resource, and transaction currency. The override rates
that you enter on Edit Budget and Edit Forecast pages are retained with the planning
transaction for as long as the planning transaction is retained.
You can enter override rates for raw cost rate, burdened cost rate, and bill rate. When
you enter override rates for a planning transaction, Oracle Projects automatically
applies the override rates to all existing periodic lines and to any new periodic lines
that you subsequently add.
3.8.2.4.3. Simplified Addition of Planning Elements and Resources
You can add all new, but unbudgeted tasks and resources to a budget or forecast
version. New options are available on the Planning Elements: Select Tasks page to
add either all new tasks and planning resources or new tasks only to the current plan
version.
THIS FEATURE WAS ORIGINALLY RELEASED IN 11.5.10 FP.M RUP3
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• Project Committed Cost Report - displays purchase orders, purchase
requisitions, and supplier invoices by vendors since inception of the project.
Commitments can be grouped by vendor, commitment status, or vendor and
commitment status.
• Project Cost Detail Report - displays cost transactions by expenditure type,
expenditure type class, and tasks for a specified range of dates.
• Project Cost Labor Report - displays labor information for employees and
contingent workers. Data includes planned and actual hours as well as cost and
cost per hour for a range of periods. Cost can be grouped by task and person type,
or task and project roles/employees, or by job and expenditure type.
• Project Cost Summary Report - displays information on budgets, actual costs,
cost to complete, and forecasted cost at completion, as well as variances between
budget and actual cost amounts. Cost can be grouped by period, top tasks,
expenditure categories, or by top tasks and expenditure categories. The report
displays period-to-date and inception-to-date information which can be used to
analyze cost trends.
• Project Earned Value Report - displays data and trends for key earned value
metrics by tasks, and also aggregated for the project as a whole. The metrics are
based on ANSI 748 standards and earned value calculation is performed on data
that is available since the inception of the project.
• Project Financial Summary Report - displays budgets, receivables, open
commitments, collections and earned value data.
• Project Forecast Summary Report - displays detailed time-phased actual and
forecast amounts for revenue and cost grouped by tasks. You can use this report
to analyze forecasted, budgeted, and actual cost, revenue and margin trends.
• Project Revenue At Risk Report - displays revenue that is at risk because of
insufficient funding. Insufficient funding may occur as a result of delay in
securing contracts or due to a continuation of work beyond the expiration of the
contract or beyond the contract billing limits.
3.8.2.7. Budget Integration with Federal Budget Execution and/or 3rd Party
Budget
The budget integration workflow supports integration with the Federal Budget Execution
module also known as “FedAdmin”. In addition the workflow can be customized to
interface budget lines to external budgeting applications.
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Task Summary/Analysis Resource Summary/Analysis
YTD, QTD and At Completion figures are sometimes used by users who fund projects on
an annual basis. Project managers leverage this metric to determine the performance of
their actuals against plans. The YTD metric also highlights a projects burn rate and can
be an early indicator which if monitored and acted upon reduces downstream budgeting
issues. Lastly, this metric is also widely used within government agencies and is expected
to be visible on many standard government reports.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Planning and Control 31
compliance. Enhancements to Oracle Procurement Contracts enable a subcontract
administrator for a construction project to optionally specify payment impact controls
that will take effect when a particular subcontract deliverable is not met. For
example, if a subcontractor fails to provide their insurance certificate in a timely
fashion per the subcontract terms, holds are automatically placed on their incoming
invoices based on the contractual dates of the deliverable. These holds are also
released automatically once the subcontract deliverable compliance is reinstated.
From the Subcontractor Payment Controls workbench, the project manager can view
a checklist of the all the current subcontract deliverables, to assist in evaluating the
subcontractor status prior to releasing monthly progress payments.
3.8.3. Release 12.1.2
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3.8.3.3. Enhanced Change Management
With this release, significant work has been done to improve the usability and enhance
change control features specifically targeted for the Engineering and Construction
industry.
3.8.3.3.1. Streamlined Control Item Definition
Various control item types can be created to track different types of issues and
changes. For each control item type users select regions of data to be included on
future issue and change documents. With this release, new regions are available to
streamline data entry. By combining the right regions, organizations can ensure that
pertinent data is captured for each document created.
3.8.3.3.2. New Supplier Impact Region
A new supplier region provides improved planning and control for changes that
impact subcontracted work. New cost fields (estimated, quoted, negotiated and final)
are available in the supplier region to track negotiations with the subcontractors. An
audit log maintained as the cost fields are updated can be used to track how
negotiations are progressing and to identify problems that could lead to cost overruns
or schedule delays.
3.8.3.3.3. Document Versioning
Change documents, particularly ones with high impact, can go through many
iterations of review before final estimates are accepted and approved. In order to
track this review process, all change documents support versioning. At any given
point in time, users can take a snapshot of the entire document. When a snapshot is
taken, a new document version is created to track future updates.
3.8.3.3.4. Potential Change Order Report for Customer Approval
When a change request requires external approval, a new XML Publisher report can
be generated and faxed or emailed to the reviewing parties. A new feature enables
users to lock the change document in order to prevent updates while the document is
in a pending approval state. To support review and approval history tracking, a
potential change order report can be generated and attached to each version of the
change request document. An automatic numbering feature can be used to track the
number of change documents presented to the customer.
3.8.3.3.5. Task Creation to Track Change Order Work and Costs
Frequently organizations wish to track work and costs related to a change order
separately from work performed under the original contract. Work for the change
order may be subject to different billing terms and conditions or the organization may
have internal reasons for segregating the costs. If the work for example is the result
of on-site damages caused by subcontractor negligence, the organization may wish to
recoup the costs from the subcontractor (see below: 3.3.2.5. Deductions to
Subcontractor Invoices).
To better support this business practice, users can create or initiate the creation of
new tasks directly from the change order document. If the person creating the change
document also has authority to create new tasks, both operations can be completed at
the same time. If the person creating the change document does not have authority to
create new tasks, then the new task is submitted for approval. While the task is
pending approval, it can be used in impact regions of the change document but the
change document cannot be approved until the task has been approved.
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3.8.3.3.6. New Search Capabilities
Large projects can have a high number of change documents. In order to support
quick retrieval for review, edit or approval, new search criteria is provided to query
by supplier or document status.
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update procurement documents that are related to a project on which the user has an
active role.
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3.8.4.2. MSP Integration Enhancements
In Release 12.1.3 there was a couple of significant enhancement to fully extend the
coverage of integration with Microsoft Projects.
3.8.4.2.1. Support for Non-Shared Task Based Mapping structures
The Non-Shared Task Based Mapping option enables users to map individual
workplan structure tasks to individual financial structure tasks. This gives you the
greatest flexibility in sharing information between your structures.
Prior to release 12.1.3 users on our R12 version could not fully integrate with
Microsoft Projects if they had chosen to use the Non-Shared Task Based mapping
between the workplan and the financial plan.
3.8.4.2.2. Support for Partially Shared structure
Partially Shared structure mapping enables users to map workplan and financial
structures up to a particular point for your projects, which is useful for example when
you don’t want all of your workplan details in your financial plans.
Prior to release 12.1.3 users on our R12 version could not fully integrate with
Microsoft Projects if they chose to use the Partially Shared structure option. All
structure options are fully supported in Release 12.1.3 and 11i.
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3.8.5. Release 12.2
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shared or split structures, codes for WBS are copied to FBS and you can add additional
codes to the FBS. While you can use cost breakdown planning with any project structure
type, such as fully-shared or partially-shared, you cannot use it with budgets that are
integrated with the General Ledger or when you enable supply chain project costing.
Enhanced cost collection by cost code means you select both a task and cost code, based
on defined associations, during time card entry in Oracle Time and Labor, while entering
project cost distributions on purchase orders in Procurement and invoices in Payables, or
when entering expense reports in iExpenses that are charged to a project. Enhanced
search functionality in each module enables full or partial value searches on task number
or task name including partial values for cost codes attributes. You can also enter pre-
approved batches by defining the task and cost code combination to assign to each
imported transaction. The task and cost code values are used to match the expenditures to
the project plans for reporting actuals. You can view the cost code number and
description on each expenditure item.
When you view your workplans, budgets and forecasts, the hierarchy you define as CBS
cost code segments is used to summarize plan values based on your defined cost
attributes. New viewing options provide an overall plan summary by cost codes and as
well as a cost code summary for a specific task.
3.8.6. Release 12.2.4
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accounting and business rules are validated to ensure the data is consistent and to prevent
errors.
3.8.7. Release 12.2.5
3.8.7.3. Plan, Execute, Monitor & Control Unit Rate Based Projects
To effectively manage profitability for complex unit rate based contracts, project
management teams require the ability to 1) measure progress based on the delivery units
that generate revenue, and 2) monitor earned value against expenditures and costs to
control internal efficiency. The project management team can plan, execute, monitor and
control unit-rate based contract projects for greater profitability using Schedule of Values
(SOV) and Activity Resource Requirement (ARR).
For unit rate based contracts, payments are based on the product of units delivered at a
unit price. SOV quantify the value of contractual project delivery lines that yield the
overall cost, scope, schedule and quality (CSSQ). Project managers use SOV to measure
and manage progress based on the delivery units that drive billing. Using of SOV avoids
multiple structures to provide a single source of truth for all aspects of the project Work
plan, Revenue Budget, Cost Budget Progress and Billing. SOV aligns these project
entities to drive efficient project monitoring and control towards excellence.
Activity Resource Requirement (ARR) defines the resources required to complete tasks
and how the related expenditures are allocated to the delivery lines that generate revenue.
This enables project managers to monitor earned value against expenditures and costs to
control internal efficiency.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Planning and Control 39
and real time control of project costs, the purchase to pay transactions must be checked
against the project budget in order to ensure adequate funding is available. For example,
funds to approve a purchase order would need to be checked against the project budget
financial plan as part of the purchase order approval process.
The Budgetary Control integration available for use with budgets in Project Costing has
been extended for use with financial plans in Project Management. Project managers
have the visibility to limit commitments and actual expenses within the project’s
approved cost budget, view the actual and commitment funds check results, and monitor
the failed transactions in order to take corrective action. For both top down and bottom
up GL Budget Integrations, project managers can view drill down to the budget
accounting details for each transaction.
Budgetary control for financial plans provides product managers real time control at both
the project and task level over the following types of expenses:
• Project-related purchase requisitions and purchase orders entered in Oracle
Purchasing
• Project- related supplier invoices entered in Oracle Payables, whether
matched to a purchase orders or not.
• Project-related prepayments not matched to a purchase order and the
application of unmatched prepayments to supplier invoices
• Receipt of goods against purchase orders specified to ‘Accrue on Receipt’
• Expenditure Items created in Oracle Projects from supplier invoices or
receipt of goods
3.8.8. Release 12.2.6
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• Move one or more projects’ data at a time
• Control when to upgrade a project’s data
• Insure the upgraded data is accurate or identify differences between the data
before and after the upgrade
• Remove out-dated summarized data and reduce your project data storage size
3.8.8.3. Establish & Maintain effort coefficients between SOV & ARR
The enhanced SOV solution enables users to establish the relationship with ARRs and
SOVs and retain them throughout the project lifecycle. This helps users to prepare cost
budgets integrated to the lowest resource, based on best practices and industry /
organization standards and map all expenditures to the client deliveries. Since the
resource coefficients from ARR are directly mapped to the SOV in work plan, the
changes that happen in user deliverables (SOV quantities) work plan will dynamically
reflect the changes in cost and resource requirements.
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3.9. Oracle Project Procurement
3.9.1. Overview
Oracle Project Procurement enables project managers and project buyers to collaborate
and align their activities when planning, tracking and managing the acquisition of
products, materials and services needed to complete a project. Built using the power of
Endeca for EBS, the application integrates project management information from Oracle
Project Planning and Control, project cost information from Oracle Project Costing and
procurement documents, supplier and buyer information from Oracle Sourcing and
Procurement. This combined information provides key insights, metrics and access to
common actions necessary to support decisions and ensure strategic alignment of
procurement activities with the project’s objectives.
Use Project Procurement’s project procurement plan to plan and track acquisitions
needed to complete your projects. Use specialized analysis tools to explore your plans
and your procurement history with suppliers and items and ensure selection of the best
options. With command centers for both project management and project buyer users
built on the same, integrated information, you can make decisions using up-to-date and
common measures that enhance project execution and minimize project wastage.
3.9.2. Release 12.2.4
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procurement activities to insure the needed materials or services are delivered in time to
meet the project schedule and meet the quality and reliability standards required. Buyers
can identify sources of supply, initiate and track negotiations with suppliers using the
integrated document builder, compare bids from suppliers and view the current state or
details of existing procurement agreements and orders.
Alerts, charts, graphs and metrics insure that from the command center, buyers can
identify and resolve procurement issues, insure a balanced workload and track the
performance of the project procurement process so that the project schedule and budget
stay on-track.
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Alerts in the command center insure that both buyer and project manager identify and
resolve project and procurement issues so that the project schedule and budget stay on-
track.
Project managers and buyers use the Item Analysis portal to view the history of services
procured for previous projects, including past performance for on-time delivery, quality
and service suitability to ensure the right services are selected. Similarly, they can use the
Supplier Analysis portal to view the history of suppliers who have provided services used
in previous projects. Past performance, including on-time delivery, quality or supplier
capabilities, can be evaluated or compared to the service requested in the procurement
plan to ensure the best suppliers are selected.
To help monitor, manage and control project costs, planning and control teams can
assign, manage and view cost codes from the cost breakdown structure that are assigned
to project procurement plans.
3.9.4. Release 12.2.6
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3.10. Oracle Project Resource Management
3.10.1. Overview
Oracle Project Resource Management enables companies to manage human resource
deployment and capacity for project work. Built using Oracle’s proven self-service
model, Oracle Project Resource Management empowers key project stakeholders, such as
project managers, resource managers, and staffing managers, to make better use of their
single most critical asset: their people.
With this application, you can manage project resource needs; profitability and
organization utilization by locating and deploying qualified people to your projects across
your enterprise. As a result, you can improve customer and employee satisfaction,
maximize resource utilization and profitability, and increase your competitive advantage.
3.10.2. Release 12.0.3 (RUP3)
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This enhancement makes searching easier for global users accessing people in countries
such as Taiwan, China, Japan, etc. who do not maintain person information in the English
language but do record email addresses in English.
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3.10.3.5. Defaulting of Work Patterns’ From and To Dates
Some users at customer sites may enter up to 100-200 requirements per day across all
geographies and operating units. To increase productivity, work pattern from and to dates
default from the requirement start and end dates.
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3.10.4.2. Select Multiple Roll Ups in a Personalized View
Searching for resources and projects is a very common task for Resource Managers.
Therefore, a streamlined search process makes their job much easier. In the past,
personalized views could be pointed to an organization but the search results returned not
only the selected organization but also all subordinate organizations that roll up in the
hierarchy they selected.
This release of Oracle Projects has added a new search interface which enables the user
to specify which organization hierarchy they wish to search and at which level of the
hierarchy they start their search. This enhanced approach to searching for projects and
resources greatly streamline searches and enable users to find needed information much
more quickly by only returning relevant results.
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