11i Project Foundation Fundamentals: D17125GC30 Edition 3.0 October 2005 D22318

11i Project Foundation
Fundamentals
Volume 1 - Student Guide
D17125GC30
Edition 3.0
October 2005
D22318
Copyright 2005, Oracle. All rights reserved.

This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and
print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way.
Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display,
perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization
of Oracle.
The information contained in this document is subject to change without notice. If you find any problems in the document, please
report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not
warranted to be error-free.
If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United
States Government, the following notice is applicable:
U.S. GOVERNMENT RIGHTS
The U.S. Governments rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted
by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.
Oracle, JD Edwards, and PeopleSoft are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be
trademarks of their respective owners.
Authors
Tanya Poindexter, Sarita Chebbi
Technical Contributors and Reviewers
Jeff Colvard, Anders Gilchrist, Angela Chen, Koushik Banerjee, Parag Sheth, Kevin Durand,
Mary Rudock, Ivy Farren, Mariluz Cubillos, Marian Wei Feng, Ramesh Krishnamurthy, Vanessa
Graziano, Lata Sundar, Dylan Wan, Suseela Akella, Julianne Tolley.
This book was published using:
oracletutor
Table of Contents
Overview of the Oracle Enterprise Project Management Solution.............................................................1-1
Overview of the Oracle Enterprise Project Management Solution ................................................................1-2
Objectives ......................................................................................................................................................1-3
Agenda...........................................................................................................................................................1-4
Oracle Enterprise Project Management Solution...........................................................................................1-5
Oracle Project Foundation .............................................................................................................................1-6
Oracle Project Costing...................................................................................................................................1-8
Oracle Project Billing ....................................................................................................................................1-10
Oracle Project Resource Management...........................................................................................................1-12
Oracle Project Management ..........................................................................................................................1-14
Overview of Oracle Project Collaboration ....................................................................................................1-16
Oracle Project Portfolio Analysis ..................................................................................................................1-18
Oracle Daily Business Intelligence for Projects ............................................................................................1-20
Example Oracle Enterprise Project Management Solution Business Flow ...................................................1-23
Summary........................................................................................................................................................1-25
Oracle Projects Integration with Other Oracle Applications ......................................................................2-1
Oracle Projects Integration with Other Oracle Applications .........................................................................2-2
Objectives ......................................................................................................................................................2-3
Agenda...........................................................................................................................................................2-4
Oracle Advanced Product Catalog.................................................................................................................2-6
Oracle Assets .................................................................................................................................................2-8
Oracle Cash Management..............................................................................................................................2-10
Oracle General Ledger...................................................................................................................................2-11
Oracle Grants Accounting .............................................................................................................................2-14
Oracle Human Resources ..............................................................................................................................2-15
Oracle Internet Expenses ...............................................................................................................................2-16
Oracle Inventory ............................................................................................................................................2-18
Oracle Payables .............................................................................................................................................2-19
Oracle Project Contracts ................................................................................................................................2-21
Oracle Project Manufacturing........................................................................................................................2-22
Oracle Purchasing..........................................................................................................................................2-24
Oracle Receivables ........................................................................................................................................2-28
Integration with Oracle Sales.........................................................................................................................2-30
Oracle Time & Labor ....................................................................................................................................2-32
Oracle Workflow ...........................................................................................................................................2-34
Oracle Shipping Execution ............................................................................................................................2-35
Oracle Master Scheduling/MRP and Supply Chain Planning........................................................................2-37
Oracle Internal Controls Manager .................................................................................................................2-39
Summary........................................................................................................................................................2-40
Set of Books and Currencies...........................................................................................................................3-1
Set of Books and Currencies..........................................................................................................................3-2
Objectives ......................................................................................................................................................3-3
Agenda...........................................................................................................................................................3-4
Define an Oracle Applications Set of Books .................................................................................................3-5
Agenda...........................................................................................................................................................3-7
Chart of Accounts and AutoAccounting........................................................................................................3-8
Flexfield Qualifiers and Oracle Projects........................................................................................................3-10
Dynamic Inserts.............................................................................................................................................3-11
Guided Demonstration - Enable Dynamic Insertion..................................................................................3-12
Agenda...........................................................................................................................................................3-13
11i Project Foundation Fundamentals Table of Contents

i
Defining an Accounting Calendar .................................................................................................................3-14

Agenda...........................................................................................................................................................3-15
Currencies......................................................................................................................................................3-16
Summary........................................................................................................................................................3-17
Organizations...................................................................................................................................................4-1
Organizations.................................................................................................................................................4-2
Objectives ......................................................................................................................................................4-3
Agenda...........................................................................................................................................................4-4
Oracle HRMS Integration and Organizations................................................................................................4-5
Employees and Organizations .......................................................................................................................4-7
Business Groups ............................................................................................................................................4-8
Operating Units .............................................................................................................................................4-10
Organization Hierarchies ...............................................................................................................................4-11
Agenda...........................................................................................................................................................4-12
Defining Organizations..................................................................................................................................4-13
Organization Classifications and Oracle Projects..........................................................................................4-15
Organizations and Oracle Projects.................................................................................................................4-17
Guided Demonstration - Create a Location ...............................................................................................4-19
Practice - Create a Location.......................................................................................................................4-20
Solution - Create a Location ......................................................................................................................4-21
Guided Demonstration - Create an Organization.......................................................................................4-23
Practice - Create an Organization ..............................................................................................................4-26
Solution - Create an Organization .............................................................................................................4-28
Agenda...........................................................................................................................................................4-32
Multiple Organization Installation.................................................................................................................4-33
Single Business Group Access ......................................................................................................................4-37
Cross Business Group Access .......................................................................................................................4-38
Guided Demonstration - Verify the Cross Business Group Profile ...........................................................4-40
Agenda...........................................................................................................................................................4-41
Assigning Organization Hierarchies..............................................................................................................4-42
Guided Demonstration - Add an Organization to a Global Hierarchy.......................................................4-44
Practice - Add an Organization to a Global Hierarchy ..............................................................................4-45
Solution - Add an Organization to a Global Hierarchy .............................................................................4-46
Summary........................................................................................................................................................4-48
Periods and Calendars ....................................................................................................................................5-1
Periods and Calendars ...................................................................................................................................5-2
Objectives ......................................................................................................................................................5-3
Agenda...........................................................................................................................................................5-4
Overview of Periods ......................................................................................................................................5-5
Use of Periods................................................................................................................................................5-7
Overview of Calendars ..................................................................................................................................5-8
Use of Calendars............................................................................................................................................5-9
Agenda...........................................................................................................................................................5-10
Defining PA Periods......................................................................................................................................5-11
PA Period Statuses.........................................................................................................................................5-12
Setting the PA Reporting Period....................................................................................................................5-13
Guided Demonstration - Set the PA Period ...............................................................................................5-14
PA Periods in a Multi-Organization Environment.........................................................................................5-15
Control of GL Period Statuses for Project Transactions................................................................................5-16
Guided Demonstration - Set the GL Period Status for Projects.................................................................5-17
Agenda...........................................................................................................................................................5-18
Implementing Calendars................................................................................................................................5-19
Defining Calendars ........................................................................................................................................5-21
Guided Demonstration - Define a Calendar Type .....................................................................................5-22
Guided Demonstration - Define Exceptions ..............................................................................................5-23
Guided Demonstration - Define Shifts ......................................................................................................5-24

ii
Practice - Define Shifts..............................................................................................................................5-25

Solution - Define Shifts .............................................................................................................................5-26
Guided Demonstration - Define a Calendar...............................................................................................5-27
Practice - Define a Calendar ......................................................................................................................5-29
Solution - Define a Calendar .....................................................................................................................5-31
Calendar Profile Options ...............................................................................................................................5-34
Default Calendars for Organizations .............................................................................................................5-36
Generating Calendar Schedules .....................................................................................................................5-37
Summary........................................................................................................................................................5-38
Implementation Options .................................................................................................................................6-1
Implementation Options ................................................................................................................................6-2
Objectives ......................................................................................................................................................6-3
Agenda...........................................................................................................................................................6-4
Overview of Implementation Options ...........................................................................................................6-5
Agenda...........................................................................................................................................................6-6
System Implementation Options....................................................................................................................6-7
Currency Implementation Options ................................................................................................................6-9
Project Setup Implementation Options ..........................................................................................................6-11
Staffing Implementation Options ..................................................................................................................6-13
Expenditures/Costing Implementation Options.............................................................................................6-15
Billing Implementation Options ....................................................................................................................6-17
Tax Defaults Implementation Options...........................................................................................................6-20
Cross Charge Implementation Options..........................................................................................................6-21
Internal Billing Implementation Options.......................................................................................................6-23
Summary........................................................................................................................................................6-25
People Resources..............................................................................................................................................7-1
People Resources...........................................................................................................................................7-2
Objectives ......................................................................................................................................................7-3
Agenda...........................................................................................................................................................7-4
Overview of Resources in Oracle Projects ....................................................................................................7-5
People Resources...........................................................................................................................................7-6
Integration with Oracle Human Resources ....................................................................................................7-7
Agenda...........................................................................................................................................................7-8
Jobs................................................................................................................................................................7-9
Job Levels......................................................................................................................................................7-10
Guided Demonstration - Define a Job Level .............................................................................................7-11
Job Groups.....................................................................................................................................................7-12
Guided Demonstration - Define a Job Group ............................................................................................7-13
Practice - Define a Job Group....................................................................................................................7-14
Solution - Define a Job Group ...................................................................................................................7-15
Defining Jobs.................................................................................................................................................7-16
Guided Demonstration - Create Two Jobs.................................................................................................7-18
Practice - Create a Job ...............................................................................................................................7-21
Solution - Create a Job...............................................................................................................................7-22
Job Mapping ..................................................................................................................................................7-24
Job Mapping Example ...................................................................................................................................7-26
Guided Demonstration - Perform Job Mapping.........................................................................................7-27
Agenda...........................................................................................................................................................7-28
Competencies ................................................................................................................................................7-29
Guided Demonstration - Define a Rating Scale.........................................................................................7-31
Guided Demonstration - Define a Competence .........................................................................................7-32
Practice - Define a Competence.................................................................................................................7-34
Solution - Define a Competence................................................................................................................7-36
Agenda...........................................................................................................................................................7-39
Defining Employees ......................................................................................................................................7-40
Defining Employee HR Assignments............................................................................................................7-41

iii
Creating Employees as Resources .................................................................................................................7-42

Contingent Workers.......................................................................................................................................7-43
Guided Demonstration - View Contingent Worker in Oracle Projects......................................................7-45
External Team Members ...............................................................................................................................7-46
Future-Dated Employees ...............................................................................................................................7-47
Guided Demonstration - Enter an Employee .............................................................................................7-49
Practice - Enter an Employee.....................................................................................................................7-52
Solution - Enter an Employee....................................................................................................................7-55
Guided Demonstration - Maintain Project Resources................................................................................7-61
Summary........................................................................................................................................................7-62
Roles..................................................................................................................................................................8-1
Roles..............................................................................................................................................................8-2
Objectives ......................................................................................................................................................8-3
Agenda...........................................................................................................................................................8-4
Project Roles..................................................................................................................................................8-5
Role Lists.......................................................................................................................................................8-6
Defining Roles...............................................................................................................................................8-7
Assigning Roles.............................................................................................................................................8-10
Agenda...........................................................................................................................................................8-11
Team Members ..............................................................................................................................................8-12
Team Roles....................................................................................................................................................8-14
Project Requirements.....................................................................................................................................8-16
Project Requirement Details ..........................................................................................................................8-18
Advertisement Rule For a Requirement ........................................................................................................8-20
Assigning Resources......................................................................................................................................8-22
Adding Assignments to Projects....................................................................................................................8-24
Administrative Assignments..........................................................................................................................8-25
Effective Dates ..............................................................................................................................................8-26
Future-Dated Employees as Team Members.................................................................................................8-27
Guided Demonstration - Define a Project Role .........................................................................................8-28
Practice - Define a Project Role.................................................................................................................8-30
Solution - Define a Project Role ................................................................................................................8-32
Guided Demonstration - Assign a Project Role .........................................................................................8-36
Practice - Assign a Project Role ................................................................................................................8-37
Solution - Assign a Project Role................................................................................................................8-38
Person Resource Schedules ...........................................................................................................................8-40
Timelines .......................................................................................................................................................8-42
Agenda...........................................................................................................................................................8-44
Team Templates ............................................................................................................................................8-45
Applying Team Templates ............................................................................................................................8-46
Guided Demonstration Define a Team Template ...................................................................................8-47
Practice - Apply a Team Template to a Project .........................................................................................8-50
Solution Apply a Team Template to a Project........................................................................................8-52
Agenda...........................................................................................................................................................8-55
Project Organization Roles ............................................................................................................................8-56
Guided Demonstration - Use Organization Roles......................................................................................8-58
Practice - Use Organization Roles .............................................................................................................8-59
Solution - Use Organization Roles ............................................................................................................8-61
Summary........................................................................................................................................................8-63
Project and Organization Security.................................................................................................................9-1
Project and Organization Security .................................................................................................................9-2
Objectives ......................................................................................................................................................9-3
Agenda...........................................................................................................................................................9-4
Function Security...........................................................................................................................................9-7
Menus ............................................................................................................................................................9-8

iv
Users..............................................................................................................................................................9-9
Agenda...........................................................................................................................................................9-10
Responsibilities..............................................................................................................................................9-11
Responsibility-Based Security.......................................................................................................................9-13
Oracle Projects Predefined Responsibilities ..................................................................................................9-15
Guided Demonstration - Set the Cross Project Profile Options .................................................................9-18
Project Security Extension.............................................................................................................................9-19
Security Profiles ............................................................................................................................................9-20
Agenda...........................................................................................................................................................9-22
Role-Based Security ......................................................................................................................................9-23
Associating Security to a Role.......................................................................................................................9-25
Role-Based Security by Project Status ..........................................................................................................9-26
Predefined Project Roles ...............................................................................................................................9-28
Project Access Level .....................................................................................................................................9-29
Agenda...........................................................................................................................................................9-30
Organization Authority..................................................................................................................................9-31
Guided Demonstration - Define Organization Authority...........................................................................9-33
Practice - Define Organization Authority ..................................................................................................9-34
Solution - Define Organization Authority .................................................................................................9-35
Summary........................................................................................................................................................9-37
Page Layouts ....................................................................................................................................................10-1
Page Layouts .................................................................................................................................................10-2
Objectives ......................................................................................................................................................10-3
Agenda...........................................................................................................................................................10-4
Overview of Page Layouts.............................................................................................................................10-5
Page Layout Types ........................................................................................................................................10-6
Sections .........................................................................................................................................................10-10
Personalized List Sections .............................................................................................................................10-12
User-Defined Attributes Sections ..................................................................................................................10-14
Gantt Sections................................................................................................................................................10-16
Project Shortcut Links ...................................................................................................................................10-17
Predefined Page Layouts ...............................................................................................................................10-19
Configuring a Page Layout............................................................................................................................10-25
Using the OA Personalization Framework ....................................................................................................10-26
Guided Demonstration - Define and Preview a Page Layout ....................................................................10-28
Practice - Define and Preview a Page Layout............................................................................................10-30
Solution - Define and Preview a Page Layout ...........................................................................................10-32
Summary........................................................................................................................................................10-36
Project and Task Fundamentals.....................................................................................................................11-1
Project and Task Fundamentals .....................................................................................................................11-2
Objectives ......................................................................................................................................................11-3
Agenda...........................................................................................................................................................11-4
Project Statuses..............................................................................................................................................11-5
Defining Project Status Workflow.................................................................................................................11-6
Defining Status Controls ...............................................................................................................................11-7
Defining the Next Allowable Status ..............................................................................................................11-8
Guided Demonstration - Define a Project Status .......................................................................................11-9
Practice - Define a Project Status ..............................................................................................................11-11
Solution - Define a Project Status..............................................................................................................11-13
Project Classifications ...................................................................................................................................11-15
Guided Demonstration - Define a Classification .......................................................................................11-17
Practice - Define a Classification...............................................................................................................11-19
Solution - Define a Classification..............................................................................................................11-21
Defining Service Types .................................................................................................................................11-24
Guided Demonstration - Define a Service Type........................................................................................11-25
Practice - Define a Service Type ...............................................................................................................11-26

v
Solution - Define a Service Type...............................................................................................................11-27

Defining Project Customer Relationships......................................................................................................11-28
Defining Customer Contact Types ................................................................................................................11-29
Defining Probability Lists .............................................................................................................................11-30
Guided Demonstration - Define a Probability List ....................................................................................11-31
Practice - Define a Probability List............................................................................................................11-32
Solution - Define a Probability List...........................................................................................................11-33
Resource Lists ...............................................................................................................................................11-35
Labor Resources and Resource Lists .............................................................................................................11-37
Cycles ............................................................................................................................................................11-39
Guided Demonstration - Define a Cycle....................................................................................................11-41
Practice - Define a Cycle ...........................................................................................................................11-42
Solution - Define a Cycle ..........................................................................................................................11-43
Work Types ...................................................................................................................................................11-45
Guided Demonstration - Define a Work Type...........................................................................................11-47
Practice - Define a Work Type ..................................................................................................................11-48
Solution - Define a Work Type..................................................................................................................11-49
Rate Schedules...............................................................................................................................................11-51
Agenda...........................................................................................................................................................11-53
Project Classes and Project Types .................................................................................................................11-54
Defining Project Types..................................................................................................................................11-55
Project Type Header ......................................................................................................................................11-56
Details Tab.....................................................................................................................................................11-57
Costing Information Tab ...............................................................................................................................11-59
Budget Option Tab ........................................................................................................................................11-61
Classifications Tab ........................................................................................................................................11-62
Budgetary Control Tab ..................................................................................................................................11-63
Project Status, Workflow Tab........................................................................................................................11-65
Capitalization Information Tab......................................................................................................................11-66
Billing Information Tab.................................................................................................................................11-68
Billing Assignments Tab ...............................................................................................................................11-70
Distribution Rules Tab...................................................................................................................................11-71
Guided Demonstration - Define a Project Type.........................................................................................11-72
Practice - Define a Project Type ................................................................................................................11-74
Solution - Define a Project Type ...............................................................................................................11-76
Agenda...........................................................................................................................................................11-82
Overview of Project Templates .....................................................................................................................11-83
Project Classes and Project Templates ..........................................................................................................11-84
Defining Project Templates ...........................................................................................................................11-85
Project Template Numbering and Naming ....................................................................................................11-86
Specifying Project and Task Options for a Template ....................................................................................11-87
Quick Entry ...................................................................................................................................................11-88
Guided Demonstration - Define a Project Template..................................................................................11-90
Practice - Define a Project Template .........................................................................................................11-92
Solution - Define a Project Template ........................................................................................................11-94
Start and Completion Dates ...........................................................................................................................11-98
Task Organization Considerations.................................................................................................................11-101
Team Members in Project Templates ............................................................................................................11-103
Project Classifications in Project Templates..................................................................................................11-105
Project Customers in Project Templates ........................................................................................................11-107
Updating a Project Template .........................................................................................................................11-108
Disabling a Project Template.........................................................................................................................11-109
Defining Projects ...........................................................................................................................................11-110
Guided Demonstration - Create a Project from a Project Template ..........................................................11-112
Practice - Create a Project from a Project Template ..................................................................................11-114
Solution - Create a Project from a Project Template .................................................................................11-116
Agenda...........................................................................................................................................................11-120

vi
Task Statuses .................................................................................................................................................11-121

Guided Demonstration - Define a Task Status...........................................................................................11-123
Practice - Define a Task Status ..................................................................................................................11-124
Solution - Define a Task Status .................................................................................................................11-125
Defining Work Quantity Work Items ............................................................................................................11-127
Defining Task Types .....................................................................................................................................11-128
Guided Demonstration - Define a Task Type ............................................................................................11-131
Practice - Define a Task Type....................................................................................................................11-132
Solution - Define a Task Type...................................................................................................................11-134
Defining Task Priorities.................................................................................................................................11-136
Agenda...........................................................................................................................................................11-137
Client Extensions and Workflows for Project Processing .............................................................................11-138
Profile Options...............................................................................................................................................11-140
Agenda...........................................................................................................................................................11-142
Project Lifecycles ..........................................................................................................................................11-143
Defining Phases .............................................................................................................................................11-144
Defining Lifecycles .......................................................................................................................................11-145
Guided Demonstration - Define a Phase....................................................................................................11-146
Practice - Define a Phase ...........................................................................................................................11-147
Solution - Define a Phase ..........................................................................................................................11-148
Guided Demonstration - Define a Lifecycle ..............................................................................................11-149
Practice - Define a Lifecycle .....................................................................................................................11-150
Solution - Define a Lifecycle.....................................................................................................................11-151
Summary........................................................................................................................................................11-153
Resource Planning and Reporting..................................................................................................................12-1
Resource Planning and Reporting .................................................................................................................12-2
Objectives ......................................................................................................................................................12-3
Agenda...........................................................................................................................................................12-4
Overview of Planning Resources...................................................................................................................12-5
Agenda...........................................................................................................................................................12-6
Steps to creating a planning resource ............................................................................................................12-7
Resource Classes ...........................................................................................................................................12-8
Resource Class Attributes..............................................................................................................................12-10
Guided Demonstration - Review Resource Classes...................................................................................12-12
Resource Class Rate Schedules .....................................................................................................................12-13
Using Rates for Workplan and Financial Planning........................................................................................12-14
Actual and Planning Rates.............................................................................................................................12-15
Planning Resource Lists ................................................................................................................................12-16
Planning Resource Formats ...........................................................................................................................12-18
Guided Demonstration - Create a Planning Resource List ........................................................................12-20
Practice - Create a Planning Resource List................................................................................................12-22
Solution - Create a Planning Resource List ...............................................................................................12-25
Resource Types .............................................................................................................................................12-31
Other Resource Types ...................................................................................................................................12-33
Agenda...........................................................................................................................................................12-35
Resource Breakdown Structure .....................................................................................................................12-36
Types of Resource Breakdown Structures.....................................................................................................12-38
Any Used Resource .......................................................................................................................................12-39
Guided Demonstration - Define a Resource Breakdown Structure ...........................................................12-40
Practice - Define a Resource Breakdown Structure...................................................................................12-42
Solution - Define a Resource Breakdown Structure ..................................................................................12-45
Agenda...........................................................................................................................................................12-52
Viewing Amounts with Planning Resource Lists ..........................................................................................12-53
Precedence Rules...........................................................................................................................................12-54
Assigning Planning Resource Lists ...............................................................................................................12-55
Viewing Amounts With A Resource Breakdown Structure ..........................................................................12-57

vii
Example: Using Precedence Rules ................................................................................................................12-59

Associating a Resource Breakdown Structure with a Project........................................................................12-60
Guided Demonstration - Associate a Resource Breakdown Structure with a Project................................12-61
Practice - Associate a Resource Breakdown Structure with a Project .......................................................12-62
Solution - Associate a Resource Breakdown Structure with a Project ......................................................12-64
Resource Breakdown Structure Versions ......................................................................................................12-67
Summary........................................................................................................................................................12-68
Overview of Project Structures ......................................................................................................................13-1
Overview of Project Structures......................................................................................................................13-2
Objectives ......................................................................................................................................................13-3
Agenda...........................................................................................................................................................13-4
Overview of Project Structures......................................................................................................................13-5
Types of Project Structures............................................................................................................................13-6
Task Attributes ..............................................................................................................................................13-7
Agenda...........................................................................................................................................................13-9
Integration of Workplan and Financial Structures.........................................................................................13-10
Fully Shared Structures .................................................................................................................................13-12
Partially Shared Structures ............................................................................................................................13-13
Unshared Structures with Task-Based Mapping............................................................................................13-15
Unshared Structures Without Mapping .........................................................................................................13-16
Guided Demonstration - Define a Project with Non-Shared Structures with Mapping .............................13-17
Practice - Define a Project with Non-Shared Structures with No Mapping...............................................13-20
Solution - Create a Project with Non-Shared Structures with No Mapping ..............................................13-23
Summary........................................................................................................................................................13-27
Financial Structures ........................................................................................................................................14-1
Financial Structures .......................................................................................................................................14-2
Objectives ......................................................................................................................................................14-3
Agenda...........................................................................................................................................................14-4
Overview of Financial Structures ..................................................................................................................14-5
Agenda...........................................................................................................................................................14-6
Enabling Financial Structures........................................................................................................................14-7
Financial Structure Task Attributes ...............................................................................................................14-8
Guided Demonstration - Define Financial Structure Information .............................................................14-9
Creating Tasks for a Financial Structure .......................................................................................................14-10
Financial Planning Options............................................................................................................................14-12
Agenda...........................................................................................................................................................14-13
Copying Financial Tasks ...............................................................................................................................14-14
Moving Financial Tasks ................................................................................................................................14-15
Changing the Parent Level of Tasks ..............................................................................................................14-16
Updating and Deleting Tasks.........................................................................................................................14-17
Guided Demonstration - Update a Financial Breakdown Structure...........................................................14-18
Practice - Update a Financial Breakdown Structure ..................................................................................14-21
Solution - Update a Financial Breakdown Structure .................................................................................14-25
Guided Demonstration - View Financial Tasks.........................................................................................14-32
Summary........................................................................................................................................................14-34
User-Defined Attributes ..................................................................................................................................15-1
User-Defined Attributes ................................................................................................................................15-2
Objectives ......................................................................................................................................................15-3
Agenda...........................................................................................................................................................15-4
Overview of User-Defined Attributes............................................................................................................15-5
Agenda...........................................................................................................................................................15-8
Setting Up User-Defined Attributes ..............................................................................................................15-9
Defining Value Sets.......................................................................................................................................15-10
Guided Demonstration - Define a Value Set .............................................................................................15-12
Practice - Define a Value Set.....................................................................................................................15-14

viii
Solution - Define a Value Set ....................................................................................................................15-15

Defining Functions ........................................................................................................................................15-18
Guided Demonstration - Define a Function...............................................................................................15-20
Practice - Define a Function ......................................................................................................................15-21
Solution - Define a Function......................................................................................................................15-22
Defining Attribute Groups.............................................................................................................................15-23
Guided Demonstration - Define Attribute Groups.....................................................................................15-25
Practice - Define Attribute Groups ............................................................................................................15-28
Solution - Define Attribute Groups ...........................................................................................................15-30
Defining Attribute Context ............................................................................................................................15-33
Guided Demonstration - Define Attribute Context....................................................................................15-35
Practice - Define Attribute Context ...........................................................................................................15-38
Solution - Define Attribute Context...........................................................................................................15-41
Guided Demonstration - Enter Data for User-Defined Attributes .............................................................15-45
Practice - Enter Data for User-Defined Attributes.....................................................................................15-47
Solution Enter Data for User-Defined Attributes ...................................................................................15-48
Enabling User-Defined Attributes in Project Templates ...............................................................................15-51
Overview of Configurable Page Layouts.......................................................................................................15-52
Summary........................................................................................................................................................15-53
Organization Forecasting................................................................................................................................16-1
Organization Forecasting...............................................................................................................................16-2
Objectives ......................................................................................................................................................16-3
Agenda...........................................................................................................................................................16-4
Understanding Organization Forecasting ......................................................................................................16-5
Major Features of Organization Forecasting .................................................................................................16-6
Defining Prerequisite Forecast Information...................................................................................................16-7
Submitting Calculation Processes..................................................................................................................16-9
Generating Forecast Amounts .......................................................................................................................16-11
Generating a Forecast Version.......................................................................................................................16-12
Maintaining Forecast Versions ......................................................................................................................16-13
Working with Forecast Versions ...................................................................................................................16-14
Organization Forecasting Restrictions...........................................................................................................16-16
Guided Demonstration - View an Organization Forecast ..........................................................................16-17
Practice - View an Organization Forecast .................................................................................................16-20
Solution - View an Organization Forecast.................................................................................................16-21
Agenda...........................................................................................................................................................16-24
Define an Additional Status for Organization Forecasting............................................................................16-25
Update Existing Project Status Controls........................................................................................................16-26
Define an Organization Project Type and Project Template .........................................................................16-27
Define Organization Forecasting Options .....................................................................................................16-29
Guided Demonstration - Review Forecasting Implementation Options ....................................................16-30
Define Adjustment Reasons ..........................................................................................................................16-31
Calculate Initial Forecast Amounts................................................................................................................16-32
Update Forecast Amounts..............................................................................................................................16-34
Summary........................................................................................................................................................16-35
Utilization .........................................................................................................................................................17-1
Utilization ......................................................................................................................................................17-2
Objectives ......................................................................................................................................................17-3
Agenda...........................................................................................................................................................17-4
Overview of Utilization .................................................................................................................................17-5
Work Types ...................................................................................................................................................17-6
Utilization Categories ....................................................................................................................................17-7
Work Types, Weighting Percentages, and Utilization Categories.................................................................17-8
Guided Demonstration - Define a Utilization Category ............................................................................17-10
Utilization Views...........................................................................................................................................17-11
Utilization Calculation...................................................................................................................................17-12

ix
Defining Unassigned Time Options ..............................................................................................................17-14

Guided Demonstration - Review Unassigned Time Options.....................................................................17-15
Agenda...........................................................................................................................................................17-16
Consolidated Utilization Reporting ...............................................................................................................17-17
Resource Personal Utilization........................................................................................................................17-18
Oracle Discoverer Utilization Workbooks.....................................................................................................17-19
Reports for Utilization and Availability Reporting .......................................................................................17-21
Setting Utilization Profile Options ................................................................................................................17-23
Reporting Setup .............................................................................................................................................17-25
Summary........................................................................................................................................................17-26
Appendix A: Integration with Oracle Sales...................................................................................................18-1
Appendix A: Integration with Oracle Sales ...................................................................................................18-2
Objectives ......................................................................................................................................................18-3
Agenda...........................................................................................................................................................18-4
Create a Project Request................................................................................................................................18-10
Manage Project Requests...............................................................................................................................18-12
Update Project Information ...........................................................................................................................18-14
Guided Demonstration - Create an Opportunity in Oracle Sales ...............................................................18-16
Guided Demonstration - Manage Project Requests ...................................................................................18-18
Agenda...........................................................................................................................................................18-21
Oracle Sales Integration Implementation Steps.............................................................................................18-22
Mapping Probability Values ..........................................................................................................................18-23
Guided Demonstration - Map Probability Values......................................................................................18-24
Mapping Organization Roles.........................................................................................................................18-26
Mapping Person Roles...................................................................................................................................18-27
Define the Product Hierarchy ........................................................................................................................18-29
Defining Project Templates ...........................................................................................................................18-31
Integration with Oracle Field Sales: Setting Profile Options.........................................................................18-33
Summary........................................................................................................................................................18-35
Appendix B: Integration with Oracle Advanced Product Catalog .............................................................19-1
Appendix B: Integration with Oracle Advanced Product Catalog.................................................................19-2
Objectives ......................................................................................................................................................19-3
Agenda...........................................................................................................................................................19-4
Advanced Product Catalog Integration..........................................................................................................19-5
Lifecycles ......................................................................................................................................................19-6
Lifecycle Tracking Projects...........................................................................................................................19-7
Item Lifecycle Project Execution ..................................................................................................................19-8
Agenda...........................................................................................................................................................19-11
Oracle Advanced Product Catalog Integration Implementation Steps...........................................................19-12
Summary........................................................................................................................................................19-13
Appendix C: Integration with Oracle Internal Controls Manager .............................................................20-1
Appendix C: Integration with Oracle Internal Controls Manager .................................................................20-2
Objectives ......................................................................................................................................................20-3
Agenda...........................................................................................................................................................20-4
Integration with Oracle Internal Controls Manager.......................................................................................20-5
Agenda...........................................................................................................................................................20-7
Implementation Steps For an Audit Project...................................................................................................20-8
Setting Up An Audit Project..........................................................................................................................20-9
Summary........................................................................................................................................................20-11
Summary of 11i Project Foundation Fundamentals.....................................................................................21-1
Summary of 11i Project Foundation Fundamentals.......................................................................................21-2
Objectives ......................................................................................................................................................21-3
Agenda...........................................................................................................................................................21-4
Oracle Enterprise Project Management Solution...........................................................................................21-5

x
Oracle Project Foundation .............................................................................................................................21-6

Set of Books and Currencies..........................................................................................................................21-8
Organization Definition.................................................................................................................................21-9
Period Definition ...........................................................................................................................................21-10
Calendar Definition .......................................................................................................................................21-11
Implementation Options ................................................................................................................................21-12
Resources in Oracle Projects .........................................................................................................................21-13
Resources for Planning and Reporting ..........................................................................................................21-14
Role Definition ..............................................................................................................................................21-16
Project Team Definition ................................................................................................................................21-17
Page Layouts .................................................................................................................................................21-20
Project and Task Definition ...........................................................................................................................21-21
User-Defined Attributes ................................................................................................................................21-22
Organization Forecasting...............................................................................................................................21-24
Utilization ......................................................................................................................................................21-25
Oracle Advanced Product Catalog Integration ..............................................................................................21-27
Integration with Oracle Internal Controls Manager.......................................................................................21-28
Agenda...........................................................................................................................................................21-29
Oracle Projects Fundamentals Learning Path ................................................................................................21-30
Summary........................................................................................................................................................21-31

xi

11i Project Foundation Fundamentals: D17125GC30 Edition 3.0 October 2005 D22318

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

11i Project Foundation Fundamentals: D17125GC30 Edition 3.0 October 2005 D22318

Uploaded by

Copyright:

Available Formats

11i Project Foundation

Copyright 2005, Oracle. All rights reserved.

11i Project Foundation Fundamentals Table of Contents

Defining an Accounting Calendar .................................................................................................................3-14

11i Project Foundation Fundamentals Table of Contents

Practice - Define Shifts..............................................................................................................................5-25

11i Project Foundation Fundamentals Table of Contents

Creating Employees as Resources .................................................................................................................7-42

11i Project Foundation Fundamentals Table of Contents

11i Project Foundation Fundamentals Table of Contents

Solution - Define a Service Type...............................................................................................................11-27

11i Project Foundation Fundamentals Table of Contents

Task Statuses .................................................................................................................................................11-121

11i Project Foundation Fundamentals Table of Contents

Example: Using Precedence Rules ................................................................................................................12-59

11i Project Foundation Fundamentals Table of Contents

Solution - Define a Value Set ....................................................................................................................15-15

11i Project Foundation Fundamentals Table of Contents

Defining Unassigned Time Options ..............................................................................................................17-14

11i Project Foundation Fundamentals Table of Contents

Oracle Project Foundation .............................................................................................................................21-6

Copyright 2005, Oracle. All rights reserved.

11i Project Foundation Fundamentals Table of Contents

You might also like