1.

Project will need to display: Project Name = SO#<salesorder> Customer Name

This could be achieved by enabling DFF on SO form.

Step 1: Populate this DFF while order import from WOW cart to OM.
Step2: Use this field as project# in API while creating a new project
for this service
in projects.

2. Order Import process will need to be able to accept Service items.

This is not the case today.
Need to figure out the condition with which order import process accepts
items.
3. The cost displayed in attribute2 of oe_order_lines for the
Milestone will need to be updated when billing has been
approved/completed to reflect the cost of the corresponding
Milestone.
Will be updated using workflow with actual cost from projects
module before closing this line.
4. New step in workflow to take into account customer acceptance.
Standard flow.

Reports:
1. Ability to evaluate profitability by contract, either through an
Oracle Report or a Discoverer Report.
-

Could this be Project? If indeed a contract which contract we need to

look at?

2. Ability to report on Adjusted Completion Dates (expected dates)

with comments:
Related requirement:
Need the ability to adjust dates on
Project in Oracle Project and for each
milestone
Need a comments field for why this is
the case.

I tried addressing
requirement by
project window. If this is acceptable,

above
creating a DFF on

then we will need to use data in this DFF to build this report.
Parameters: Projects in a date range.

3. Ability to report on status of projects:

Seeded functionality allows us to get below information for a project.
If CXtec would like to have cumulative report for projects in a date range or any
other parameter, we will need specs from them on what they need to have in the
output of the report.