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BP.

080 Future Process Model
November 23, 2009

AIM

BP.080 FUTURE PROCESS
MODEL
Oracle Projects Structure and
Process
Author:
Creation Date:

November 23, 2009

Last Updated:

November 23, 2009

Document Ref:
Version:

1.0

Approvals:
Swanepoel Boetie
Marius Geyser
Chris Makousa

Copy Number

Oracle Projects Structure and Process

Process Step Catalogs

_____

29 of 62

BP.080 Future Process Model
November 23, 2009

Open and Closed Issues for this Deliverable
Open Issues

ID

Issue

Resolution

Responsibility

Target
Date

Impact
Date

Resolution

Responsibility

Target
Date

Impact
Date

1
2
3

Closed Issues

ID

Issue

Oracle Projects Structure and Process

Process Step Catalogs

29 of 62

BP.080 Future Process Model
November 23, 2009

Document Control
Change Record
5

Date

Author

Versio
n

Change Reference

Reviewers

Name

Position

Distribution

Copy
No.

Name

Location

1
2
3
4

Library Master
Marius Geyser
Johan Opperman
Jaco Hattingh

Project Library
Project Manager - Harmony
Project Manager – E.com
Project Leader – E.com

Note To Holders:
If you receive an electronic copy of this document and print it out, please
write your name on the equivalent of the cover page, for document
control purposes.
If you receive a hard copy of this document, please write your name on
the front cover, for document control purposes.

Oracle Projects Structure and Process

Process Step Catalogs

29 of 62

BP.080 Future Process Model
November 23, 2009

Contents

Open and Closed Issues for this Deliverable...............................................ii
Open Issues........................................................................................... ii
Closed Issues......................................................................................... ii
Document Control......................................................................................iii
Event Catalog.............................................................................................6
Creation of Project.................................................................................6
Project Budget Management.................................................................6
Project Expenditure Management.........................................................7
Project Billing........................................................................................ 7
Summarization......................................................................................7
Change Control.....................................................................................8
Project Closure......................................................................................8
Process Listing and Process Descriptions....................................................9
Process Listing and Description for Oracle Projects...............................9
High Level Flow Project to Profit..........................................................14
Process Relationships for Plan to Project Budget.................................15
Process Relationships for Project Execution to Invoice/Asset..............16
Process Relationships for Analysis to Project Closure..........................17
Function Hierarchy....................................................................................18
Oracle Projects....................................................................................18
Process Step Catalogs...............................................................................20
Project
Project
Project
Project
Project
Project
Project

Initiation..................................................................................20
Planning...................................................................................21
Budgeting................................................................................22
Execution.................................................................................23
Expenditures...........................................................................24
Billing......................................................................................26
Closeout..................................................................................26

Process Flow Diagrams.............................................................................28
Process Relationships for Define Project Charter.................................28
Process Relationships for Define Project Scope...................................29
Process Relationships for Define Project Schedule..............................30
Process Relationships for Define Project Plan......................................31
Process Relationships for Develop Project Template and Work
Breakdown Structure...........................................................................32
Process Relationships for Define Project Details..................................33
Process Relationships for Define Project Charge Control.....................34
Process Relationships for Define Contract Funding.............................35
Process Relationships for Approve Project...........................................36
Process Relationships for Define Project Budget.................................37
Process Relationships for Manage Project Budget...............................38
Process Relationships for Manage Project...........................................39
Process Relationships for Manage Change Control..............................40
Oracle Projects Structure and Process

Process Step Catalogs

29 of 62

BP.080 Future Process Model
November 23, 2009

Process Relationships for Review Project Performance........................41
Process Relationships for Enter Project Timecard Expenditures..........42
Process Relationships for Enter Project Expense Report Expenditures 43
Process Relationships for Manage Project Commitments....................44
Process Relationships for Enter Project Supplier Invoice Expenditures46
Process Relationships for Enter Project Inventory Expenditures..........47
Process Relationships for Enter Project Capital Asset Expenditures....48
Process Relationships for Process Project Expenditures......................49
Process Relationships for Process Project Allocations..........................50
Process Relationships for Process Cross Charges for Shared Resources
............................................................................................................ 51
Process Relationships for Generate Financial Transactions.................54
Process Relationships for Manage Project Expenditures Adjustments.55
Process Relationships for Manage Project Revenue Recognition.........56
Process Relationships for Manage Project Invoices.............................57
Process Relationships for Complete and Settle Contract.....................58
Process Relationships for Close Project...............................................59
To-Be Activities.......................................................................................... 60

Oracle Projects Structure and Process

Process Step Catalogs

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2 Process Step Catalogs 29 of 62 . It is included in cost or revenue budgets so that budgets are updated.1 PA_E_002.Event Catalog This component lists all events to which the business responds. Creation of Project PA_E_001 Name Type Description Frequency Create a new project from an existing template or a Project Manual This event is triggered when a new project is to be created Regularly Name Type Description Frequency Create Approved Cost Budget and Approved Revenue Budgets for the Project Implement Change Orders Financial Impact Manual This event is triggered when a cost or revenue budgets are to be created after the creation of Project Regularly Manual This event is triggered when a change order having financial impact has been approved. Regularly Project Budget Management PA_E_002.

4 Name Type Description Frequency Entry of costs against the tasks of the project Interfacing of project costs from other system Journalizing Project Costs Interfacing project cost to the other systems Manual Entry of expenditures in pre approved expenditure batches Interfacing project costs from various modules like purchasing.1 PA_E_003.2 PA_E_003. accounts payables.3 PA_E_003.2 PA_E_004. Weekly Project Billing PA_E_004. payables etc Automated generation of accounting entries for costs Interfacing project costs to various modules like general ledger.3 Name Type Description Frequency Creation of Manual Event Journalising Project Revenue Interfacing project revenue to the other systems Internal Monthly Internal Creation of Manual Event for revenue generation of the project Automated generation of accounting entries for revenue Interfacing project revenue to general ledger Name Type Description Frequency Run Summarization request Internal This is the process that summarizes the project information for reporting the project status. Daily Internal Monthly Monthly Summarization PA_E_005 Process Step Catalogs 29 of 62 . Weekly Daily.Project Expenditure Management PA_E_003. purchasing.1 PA_E_004. Weekly Daily. etc Daily. Weekly Internal Internal Internal Daily.

Regularly Creating Documents Change Project Closure PA_E_007 Process Step Catalogs 29 of 62 .Change Control Name PA_E_006 Type Description Frequency Manual Creating Change Documents like Change Requests and Change Orders Regularly Name Type Description Frequency Closing the project Manual Closure of projects.

More information required for implementation. A client specific requirement (customisation may be required). A client requirement that is not standard in OBM. The Gap ID column in the following tables indicates a client specific requirement where customization might be required. Not required by client. Process Step Catalogs 29 of 62 .Process Listing and Process Descriptions The following colour codes are used throughout the process listing and process descriptions section: Colour Description Green Pink Blue Purple Yellow Red A client requirement that is standard in OBM. A new project will be initiated Define Project Charter Define Project Charter This process covers defining the objectives and scope of a project. The customization type is indicated using the following Gap IDs: Gap ID Description A AL C CF DFF E F I P R W Attachment Alert Customized Responsibility or Menu Customised Form or Screen Descriptive Flexfield Excel Spreadsheet Financial Statement Generator (FSG) Report Interface Program Customized Report Workflow Process Listing and Description for Oracle Projects PMS01 PM5803 PMS02 Event Process Title Description of Process Output Project Initiation Project Initiation This process covers committing the organization to begin the project or the next phase of a project. A future requirement. Projects Scope and activities will be defined Project Planning Project Planning GAP This process covers devising and maintaining a workable scheme to accomplish the business need that the project was undertaken to address.

delivery. Project defined PM5819 Define Project Charge Control Define Project Charge Control This process covers defining project charge control so that only planned charges are allowed.Event Process Title Description of Process PM5800 Import Project Plan Import Project Plan This process covers capturing the project workplan from an external system. Agreements and funding of projects are defined Approve Project Approve Project This process covers reviewing or revising the plan and approving the project for execution. Project is Approved Project Budgeting Project Budgeting This process covers defining and managing project budgets. Manage Project Manage Project This process covers managing a project including the areas of issues. coherent document. delivery. activity durations and resource requirements to create the project schedule. Project Charge are defined Define Contract Funding Define Contract Funding This process covers entering agreements and funding contract projects by the agreement amounts in the project information system. PM5821 PM5824 PMS04 PM5827 PM5828 PM5830 PMS04 PM5833 Output GAP Options are control Management of issues. (SOA) Scope defined Statement is PM5809 Define Project Schedule Define Project Schedule This process covers analyzing activity sequences. Information will be provided to Investors. schedule. Project Templates and Work Breakdown Structure PM5818 Define Project Details Define Project Details This process covers creating a project in the project information system and defining the details of the project. Project Budgets Define Project Budget Define Project Budget This process covers defining the cost estimates for individual work items (where appropriate revenue estimates should be defined). Creditors and External parties. resources Process Step Catalogs 29 of 62 . PM5806 Define Project Scope Define Project Scope This process covers developing a written scope statement as the basis for future project decisions. Project Budget created Define Project Budgetary Control Define Project Budgetary Control This process covers defining budgetary control so that project expense costs are allowed only if there is enough approved cost budget against the project. (MPP) Project defined Schedule is PM5812 Define Project Plan Define Project Plan This process covers taking the results of all the planning processes and putting them into a consistent. resources and changes. Budgetary controls are set Manage Project Budget Manage Project Budget This process covers baselining and approving the overall cost and revenue estimates for individual work items. schedule. Project budget are changed. PM5815 Develop Project Template and Work Breakdown Structure Develop Project Template and Work Breakdown Structure This process covers creating project templates and associated work breakdown structures in preparation for project creation in the project information system. Submitted and Baseline Project Execution Project Execution This process covers managing a project delivery.

Maintain Inventory costs PM5854 Enter Project Capital Asset Expenditures Enter Project Capital Asset Expenditures This process covers incurring project capital asset expenses and recording those expenditures in the project information system. Capturing Project Requisition and purchase order commitments PM5851 Manage Project Supplier Invoice Expenditures Manage Project Supplier Invoice Expenditures This process covers incurring project supplier invoice expenses and recording those expenditures in the project information system. Capturing Report Costs PM5848 Manage Project Commitments Manage Project Commitments This process covers incurring project requisition or project purchase order expenses and recording those expenditures in the project information system. Seting up control PM5839 Review Project Performance Review Project Performance This process covers collecting and disseminating performance information including status reporting. Projects revenue and billing is transffered. schedule control. PM3227 Transfer Project Costing Transactions to GL Transfer Project Costing Transactions to GL This process covers transferring project costing related journals to the GL. quality control and risk response control. Importing projects expenditures from external systems PM5857 Process Project Expenditures Process Project Expenditures This process covers processing project expenditures and distributing project costs against the individual projects in the project information system. Publishing Status reports Project Expenditures Project Expenditures This process covers incurring expenditures against the project. Recording Capital assets expenses PM5855 Import Project Expenditures from External Systems Import Project Expenditures from External Systems This process covers incurring project expenses from external cost collection systems and recording those expenditures in the project information system. Capturing Labor effort PM5845 Manage Project Expense Report Expenditures Manage Project Expense Report Expenditures This process covers incurring project expense report expenses and recording those expenditures in the project information system. cost control. Distributing projects to the individual projects PMS05 GAP of Change are Expense Project Process Step Catalogs 29 of 62 . Projects costs transffered PM3228 Transfer Project Billing Transactions to GL Transfer Project Billing Transactions to GL This process covers transferring project billing related journals to the GL. PM5842 Enter Project Timecard Expenditures Enter Project Timecard Expenditures This process covers incurring project timecard expenses and recording those expenditures in the project information system. Capturing Project Invoice costs PM5852 Manage Project Inventory Expenditures Manage Project Inventory Expenditures This process covers incurring project inventory expenses and recording those expenditures in the project information system.Event Process Title Description of Process Output PM5836 Manage Change Control Manage Change Control This process covers coordinating changes across the entire project including scope change control. progress measurement and forecasting.

Source amounts are gathered into a source pool and then allocated to the targets at the rate that is specified in the project information system. This process covers importing and finalizing draft project invoices in AR. Settling contract PM5873 Close Project Close Project This process covers generating. Revenue recognition PM5869 Manage Project Invoices Manage Project Invoices This process covers creating. Expenditure adjustments PM5864 Manage Project Assets Manage Project Assets This process covers creating and assigning project assets in preparation for generating asset lines for interface to Fixed Assets. Allocation of costs from one or more projects to one or more projects PM5859 Process Cross Charges for Shared Resources Process Cross Charges for Shared Resources This process covers generating appropriate accounting transactions for cross charges by shared resources across organizational boundaries. Creating transactions PM5863 Manage Project Expenditure Adjustments Manage Project Expenditure Adjustments This process covers adjusting expenditures. Project Closure PM5884 Transfer Capital Project to FA Dept Transfer Capital Project to FA Dept This process covers creating a fixed asset from a capital project. Transfer assets from Project to Fixed Assets PMS06 PMS07 GAP financial Process Step Catalogs 29 of 62 . including resolution of any open items. reclassifying erroneous entries and modifying burden rate. Invoice generation Project Close–Out Project Close–Out This process covers closing a project. releasing and interfacing project invoices.Event Process Title Description of Process Output PM5858 Process Project Allocations Process Project Allocations This process covers allocating certain costs from one or more source projects to one or more target projects. gathering and disseminating information to formalize project (or phase) completion. PM5866 Manage Project Revenue Recognition Manage Project Revenue Recognition This process covers creating. Creating asset and assigning it to project Project Billing Project Billing This process covers tracking project revenue and billing for services performed for and reimbursed by a customer. Generating accounting entries for shared resources PM5860 Generate Financial Transactions Generate Financial Transactions This process covers creating financial transactions and interfacing those transactions to the respective financial applications in the project information system. PM5870 Complete and Settle Contract Complete and Settle Contract This process covers completing and settling the contract. releasing and interfacing project revenue and the review of fixed price and percentage completion contracts to determine amount of revenue recognition for the period.

High Level Flow Project to Profit Process Step Catalogs 29 of 62 .

Process Step Catalogs 29 of 62 .

Process Relationships for Plan to Project Budget Process Step Catalogs 29 of 62 .

Process Relationships for Project Execution to Invoice/Asset Process Step Catalogs 29 of 62 .

Process Relationships for Analysis to Project Closure Process Step Catalogs 29 of 62 .

Super user PA_F_005 Expenditure Enquiry Project/All Projects .Super user PA_F_006 Transaction Funds Check Results Projects .Assisted and Internal System.Super user PA_F_008 Auto Allocations Workbench Projects .Function Hierarchy Customer Function: <Function Name> Function Owner: Date: <Function Owner> <Date> Description: <Function Description> Oracle Projects Function ID # Function Description Function Owner Type PA_F_001 Create Projects/Project Templates. Projects .Super user System.Assisted and Internal System.Assisted and Internal System.Super user PA_F_014 Funding Inquiry Projects .Assisted and Internal System.Assisted and Internal System.Assisted and Internal System.Super user PA_F_011 Events Projects .Assisted and Internal System.Super user PA_F_015 Project Status Inquiry Projects .Assisted and Internal Notes Process Step Catalogs 29 of 62 .Super user PA_F_009 Capital Projects Projects .Assisted and Internal System.Super user PA_F_010 Agreements Projects .Super user PA_F_002 Create/Maintain Budgets Projects .Assisted and Internal System.Super user PA_F_004 Import/Review Transactions Projects .Super user PA_F_003 Expenditure Entry/Review Projects .Assisted and Internal System.Assisted and Internal System.Assisted and Internal System.Super user PA_F_013 Invoice Review Projects .Super user PA_F_007 Allocations Projects .Assisted and Internal System.Assisted and Internal System.Super user PA_F_012 Revenue Review Projects .

Assisted and Internal System.Assisted and Internal System.Assisted and Internal System.Assisted and Internal System.Super user System.Assisted and Internal Notes Process Step Catalogs 29 of 62 .Super user PA_F_019 Lookup Projects .Function ID # Function Description Function Owner Type PA_F_016 Project Administration Projects .Assisted and Internal System.Super user PA_F_020 Other-Request Projects .Super user PA_F_018 Setup Projects .Super user PA_F_021 Other-Profile Projects .Super user PA_F_017 Purge Project Data Projects .

 Identifying Constraints and Assumptions.Process Step Catalogs Project Initiation ID Description Frequency Notes Agent Automation PM5803 This process covers defining the objectives and scope of a project Regularly This process covers  Identifying Business Needs. Projects Super user Manual Project Planning Process Step Catalogs 29 of 62 .  Identifying Goals and Objectives.  Defining project descriptions..  Assigning Project Manager Authority.

 Communications Planning.  Activity Duration Estimating.  Create Project Schedule Projects Super user Manual PM5812 This process covers taking the results of all the planning processes and putting them into a consistent.  Staff Acquisition. Projects Super user Manual PM5806 Regularly Process Step Catalogs 29 of 62 .  Define Project Milestones. activity durations and resource requirements to create the project schedule.  Synchronize with project structure. Regularly This process covers  Create a project from a template.  Creation of project scope document Projects Super user Projects Super user System Assisted Manual PM5809 This process covers analyzing activity sequences.  Activity Sequencing.  Procurement Planning.  Define Timeline for tasks and sub-tasks. (MPP) Regularly This process covers  Scope Planning.  Enter a WBS into the project in the Projects Templates Form.ID Description Frequency Notes Agent Automation PM5800 This process covers capturing the project workplan from an external system This process covers developing a written scope statement as the basis for future project decisions.  Organizational Planning.  Risk Response Development.  Risk Qualification.  Scope Definition.  Risk Identification. Regularly This process covers capturing the project workplan from an external system This process covers  Scope Planning. coherent document Regularly This process covers  Quality Planning. This process covers defining projects like  Classifications  Key Members  Resource Lists Assignments  Asset Information  Billing Information Projects Super user Manual PM5819 This process covers entering projects accounting transaction control Regularly This process covers defining project charge control so that only planned charges are allowed.  Define Project Plan Projects Super user Manual PM5815 This process covers creating project templates and associated work breakdown structures in preparation for project creation in the project information system Regularly Projects Super user Manual PM5818 This process covers creating a project in the project information system and defining the details of the project.  Define Overall Project Timeline.

Regularly Projects Super user Manual PM5824 This process covers reviewing or revising the plan and approving the project for execution.  Change Budget Version.  Submit new version.  Manage Project Budget Versions. Regularly This process covers defining budgetary control so that project expense costs are allowed only if there is enough approved cost budget against the project. Projects Super user Manual Project Budgeting ID Description Frequency Notes Agent Automation PM5827 This process covers defining the cost estimates for individual work items (where appropriate revenue estimates should be defined). Regularly This process covers  Resource Planning. Projects Super user Manual PM5830 This process covers baselining and approving the overall cost and revenue estimates for individual work items.  Submit Project Budget for Approval.  Costs and Revenue Estimating.  Enter Budget Line. Regularly This process covers entering project accounting agreement.ID Description Frequency Notes Agent Automation PM5821 This process covers entering agreements and funding contract projects by the agreement amounts in the project information system. Projects Super user Manual PM5828 This process covers defining budgetary control so that project expense costs are allowed only if there is enough approved cost budget against the project.  Create revenue and cost budget draft.  View Project Budget History. funding the projects with the agreement and baseline the funding This process covers revising or reviewing of the plan and approving the project for execution. Regularly This process covers  Baseline Project Budget.  Maintain Budget Lines.  Submit new budget Projects Super user Manual Process Step Catalogs 29 of 62 .

 Update Budget. Regularly This process covers transferring project billing related journals to the GL.  Compare original time schedule and cost budget to actual date. quality control and risk response control. Projects Super user Manual PM5836 This process covers coordinating changes across the entire project including scope change control. Regularly This process covers  Update Project Summary Amounts. cost control. schedule control. Regularly This process covers coordinating changes across the entire project including scope change control. cost control.  Verify Project Budget costs and commitments. Projects Super user Manual PM5839 This process covers collecting and disseminating performance information including status reporting. quality control and risk response control.  Develop new estimate to complete.Project Execution ID Description Frequency Notes Agent Automation PM5833 This process covers managing a project including the areas of issues. progress measurement and forecasting.  Update project plan. Projects Super user Manual Project Expenditures ID Description Frequency Notes Agent Automation PM3227 This process covers transferring project costing related journals to the GL Regularly This process covers transferring project costing related journals to the GL Projects Super user PM3228 This process covers transferring project billing related journals to the GL. Projects Super user System Assisted System Assisted Process Step Catalogs 29 of 62 .  View Project Status Inquiry. resources and changes Regularly This process covers  Review Project for level of completion.  Perform Project Analyses. delivery. schedule. schedule control.

Projects Super user Manual & System Assisted Regularly This process covers incurring project capital asset expenses and recording those expenditures in the project information system. This process covers incurring project requisition or project purchase order expenses and recording those expenditures in the project information system. Projects Super user Manual Regularly This process covers incurring project expenses from external cost collection systems and recording those expenditures in the project information system. submitting the timecards to approvers and releasing of timecards by the approvers. submitting the expense reports to approvers and releasing of expense reports by the approvers. PM5845 Regularly This process covers incurring project expense report expenses and recording those expenditures in the project information system. Projects Super user Manual Projects Super user Manual & System Assisted Projects Super user Manual & System Assisted Regularly This process covers incurring project supplier invoice expenses and recording those expenditures in the project information system. PM5851 This process covers incurring project supplier invoice expenses and recording those expenditures in the project information system. PM5854 This process covers incurring project capital asset expenses and recording those expenditures in the project information system. Process Step Catalogs 29 of 62 . PM5855 This process covers incurring project expenses from external cost collection systems and recording those expenditures in the project information system. Projects Super user System Assisted Regularly This process covers processing project expenditures and distributing project costs against the individual projects in the project information system.ID Description PM5842 Frequency Notes Agent Automation Regularly This process covers incurring project timecard expenses and recording those expenditures in the project information system. PM5848 Regularly This process covers incurring project requisition or project purchase order expenses and recording those expenditures in the project information system. Projects Super user Manual & System Assisted Regularly This process covers incurring project inventory expenses and recording those expenditures in the project information system. PM5857 This process covers processing project expenditures and distributing project costs against the individual projects in the project information system. This process covers incurring project expense report expenses and recording those expenditures in the project information system. Projects Super user System Assisted This process covers incurring project timecard expenses and recording those expenditures in the project information system. PM5852 This process covers incurring project inventory expenses and recording those expenditures in the project information system.

Projects Super user System Assisted Process Step Catalogs 29 of 62 . PM5859 This process covers generating appropriate accounting transactions for cross charges by shared resources across organizational boundaries. Regularly This process covers creating. reclassifying erroneous entries and modifying burden rate. Source amounts are gathered into a source pool and then allocated to the targets at the rate that is specified in the project information system. releasing and interfacing project revenue and the review of fixed price and percentage completion contracts to determine amount of revenue recognition for the period. PM5864 This process covers creating and assigning project assets in preparation for generating asset lines for interface to Fixed Assets. Source amounts are gathered into a source pool and then allocated to the targets at the rate that is specified in the project information system. Projects Super user System Assisted Regularly This process covers generating appropriate accounting transactions for cross charges by shared resources across organizational boundaries. Projects Super user System Assisted Regularly This process covers adjusting expenditures. PM5860 Frequency Notes Agent Automation Regularly This process covers allocating certain costs from one or more source projects to one or more target projects.ID Description PM5858 This process covers allocating certain costs from one or more source projects to one or more target projects. releasing and interfacing project revenue and the review of fixed price and percentage completion contracts to determine amount of revenue recognition for the period. PM5863 This process covers adjusting expenditures. Project Billing ID Description Frequency Notes Agent Automation PM5866 This process covers creating. reclassifying erroneous entries and modifying burden rate. Projects Super user System Assisted Regularly This process covers creating financial transactions and interfacing those transactions to the respective financial applications in the project information system. Projects Super user System Assisted This process covers creating financial transactions and interfacing those transactions to the respective financial applications in the project information system. Projects Super user Manual & System Assisted Regularly This process covers creating and assigning project assets in preparation for generating asset lines for interface to Fixed Assets.

PM5873 This process covers generating. PM5884 This process covers creating a fixed asset from a capital project. releasing and interfacing project invoices. Regularly This process covers creating. completion of deliverables etc. Process Step Catalogs 29 of 62 . Projects Super user System Assisted Frequency Notes Agent Automation Regularly This process covers completing and settling the contract. Projects Super user System Assisted Project Closeout ID Description PM5870 This process covers completing and settling the contract. releasing and interfacing project invoices. gathering and disseminating information to formalize project (or phase) completion. including resolution of any open items. This process covers importing and finalizing draft project invoices in AR. issues and deliverables Projects Super user Manual Regularly This process covers gathering and generating information like Verification of Payments Received. including resolution of any open items.ID Description Frequency Notes Agent Automation PM5869 This process covers creating.and then updating project status and close the project Projects Super user Manual Regularly This process covers creating a fixed asset from a capital project. This process covers importing and finalizing draft project invoices in AR.

Process Flow Diagrams Process Relationships for Define Project Charter Process Step Catalogs 29 of 62 .

Process Relationships for Define Project Scope Process Step Catalogs 29 of 62 .

Process Relationships for Define Project Schedule Process Step Catalogs 29 of 62 .

Process Relationships for Define Project Plan Process Step Catalogs 29 of 62 .

Process Relationships for Develop Project Template and Work Breakdown Structure Process Step Catalogs 29 of 62 .

Process Relationships for Define Project Details Process Step Catalogs 29 of 62 .

Process Relationships for Define Project Charge Control Process Step Catalogs 29 of 62 .

Process Relationships for Define Contract Funding Process Step Catalogs 29 of 62 .

Process Relationships for Approve Project Process Relationships for Define Project Budget Process Step Catalogs 29 of 62 .

Process Relationships for Manage Project Budget Process Step Catalogs 29 of 62 .

Process Step Catalogs 29 of 62 .

Process Relationships for Manage Project Process Relationships for Manage Change Control Process Step Catalogs 29 of 62 .

Process Relationships for Review Project Performance Process Step Catalogs 29 of 62 .

Process Step Catalogs 29 of 62 .

Process Relationships for Enter Project Timecard Expenditures Process Step Catalogs 29 of 62 .

Process Relationships for Enter Project Expense Report Expenditures Process Relationships for Manage Project Commitments Process Step Catalogs 29 of 62 .

Process Step Catalogs 29 of 62 .

Process Relationships for Enter Project Supplier Invoice Expenditures Process Step Catalogs 29 of 62 .

Process Relationships for Enter Project Inventory Expenditures Process Step Catalogs 29 of 62 .

Process Relationships for Enter Project Capital Asset Expenditures Process Step Catalogs 29 of 62 .

Process Relationships for Process Project Expenditures Process Step Catalogs 29 of 62 .

Process Relationships for Process Project Allocations Process Step Catalogs 29 of 62 .

Process Relationships for Process Cross Charges for Shared Resources Process Step Catalogs 29 of 62 .

Process Step Catalogs 29 of 62 .

Process Step Catalogs 29 of 62 .

Process Relationships for Generate Financial Transactions Process Step Catalogs 29 of 62 .

Process Relationships for Manage Project Expenditures Adjustments Process Step Catalogs 29 of 62 .

Process Relationships for Manage Project Revenue Recognition Process Step Catalogs 29 of 62 .

Process Relationships for Manage Project Invoices Process Step Catalogs 29 of 62 .

Process Relationships for Complete and Settle Contract Process Step Catalogs 29 of 62 .

Process Relationships for Close Project Process Step Catalogs 29 of 62 .

Process Step Catalogs 29 of 62 .

To-Be Activities This component provides details of the activities to be carried out as part of the process flow. Process Step Catalogs 29 of 62 .