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Oracle Project Portfolio Management Cloud: Project Financial Management Functional Setup

Duration: 5 Days

What you will learn

This Oracle Project Portfolio Management Cloud: Project Financial Management Functional Setup training teaches you
how to successfully perform the tasks required to set up the Project Financial Management offering in Functional Setup
Manager. Through a combination of instructor demonstrations and interactive, hands-on activities, you'll learn how to
configure components for creating, planning, and maintaining projects.

This course is appropriate for on-premises deployments.

Learn To:

Use Functional Setup Manager to implement Project Financial Management offering of Oracle Project Portfolio
Management Cloud.
Identify the key concepts of managing financial projects in Oracle Project Portfolio Management Cloud that determine a
successful implementation
Capture and monitor costs.
Recognize revenue in Oracle Project Portfolio Management Cloud.

Benefits to You

By investing in this course, you'll walk away with knowledge and skills to ensure a smooth, rapid and successful
implementation of Project Financial Management offering. You'll better understand the configuration options to make
improved decisions during your implementation. Furthermore, you'll know how to optimize the set up to enable the
necessary collaboration between team members and provide the business insight to efficiently plan, create, and manage
financial projects in your enterprise.

Audience
Implementation Consultant

Course Objectives
Learn how to define project costing configuration

Learn how to define project control configuration

Learn how to define project billing configuration

Learn how to define project performance reporting configuration

Learn how to define project integration gateway configuration

Copyright 2013, Oracle. All rights reserved. Page 1

Learn how to define project templates

Learn how to define transactional business intelligence configuration

Learn how to configure Common Applications for Project Management

Learn how to define project foundation configuration

Learn how to define project common Project configuration

Understand Functional Setup Manager

Course Topics

Project Financial Management Course Overview

Describing the Project Financial Management Offering
Explaining the Implementation Resources

Fusion Enterprises and the Project Financial Management Case Study

Explaining the Enterprise and Case Study Objectives
Explaining the Case Study: Vision Corporation

Introducing Oracle Fusion Functional Setup Manager

Application Implementation Lifecycle
Describing Functional Setup Enterprise Roles
Working with Configure Offerings
Using the Manage Implementation Projects page

Organization Setup for Project Financial Management

Organization Setup for Project Financial Management
Positioning in Project Financial Management Offering
Enterprise Structures for Project Financial Management
Defining Reference Data Sharing

Define Project Foundation Configuration

Defining Types and Categorizations
Defining Class Categories
Defining Project Statuses
Defining Project Roles
Defining Project Resources
Defining Project Resource Breakdown Structures
Defining Burdening
Defining Cross-Charge Options

Define Project Control Configuration

Project Planning and Control
Managing Period Profiles
Managing Spread Curves
Managing Project Control Descriptive Flexfields

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Define Project Costing Configuration
Positioning in the Project Financial Management Offering
Managing Project Costs
Defining Application Integration
Defining Capital Projects
Defining Capitalized Interest
Integrating with Oracle Fusion Time and Labor
Entering Project Time

Define Project Billing Configuration

Defining Billing Options
Defining Business Unit Project Billing Options
Defining Project Invoicing Options
Defining Additional Intercompany and Interproject Cross-Charge Options
Defining Project Billing Options
Defining Business Unit Interproject Billing Options

Define Project Performance Reporting Configuration

Defining Project Performance Reporting Configuration
Managing Performance Reporting Options for Project Units
Creating Key Performance Indicators
Defining Region Personalization
Defining Summarization Options
Defining Project Performance Reporting Configuration

Define Project Integration Gateway Configuration: On-Premise Only

Managing Integration Options
Describing Project Plan Type Settings
Exporting Setup Data
Reviewing Integration Processing Status

Define Project Templates

Defining Template Creation Method
Defining Project Options
Defining Financial Options
Defining Reporting Options

Define Application Extensions for Project Financial Management: On-Premise Only

Defining Project Extensions

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